Member Info for JohnHenry

Funny that Hexxyman has most investors had resigned to the fact that clean up acidisation would be early next year so the weather doesnt really matter at present.

Helium One @ RUkWA 30 well development will produce around $27M p/a in revenue.

Will cost a pretty penny ( Multi Millions )to development with No infracture.

HEX Rudyard 5 well development will produce $20 M p/a in revenue

cost around $10M Infracture on its doorstep.

HEX economics for the first 10 ten years is far superior to HE1.

Resource 485,000 Mcf and will probably getting bigger maybe 600,000 Mcf

At $500 Mcf Helium Rudyard can support $25M P/A in Revenue for 10 plus years

Not forgetting Helium price is only going up and Rudyard will get bigger.

I gonna fo for 4M shares at 250p raising 10M

Would appear TXP may have found a base on which to slowly build upon.

"With deep experience taking helium projects through exploration into production, the Board is uniquely positioned to rapidly advance our projects. With low capital requirements and high yield return on investment Rudyard is attractive to many forms of project finance. We look forward to an exciting 2025 as we update the market on plans to become cash generating before the end of next year."

2mmcf gives $4M annual revenue open hole rate 4.5mmcf

theres no reason why these wells shouldnt flow at 3mmcf commercially giving $6M annual revenue per well

Presentations put more meat on the bones however the poorly worded RNS has done the damage.

As explained once again the increase in Net Debt is $2,5M which will be paid back and more during 2025

Net debt end of 2025 will be less than 2024

With a cost of capital of 4% its a no brainer

Https://www.youtube.com/watch?v=dT2FWiWx8ls

The cost of capital is 4% well worth borrowing against thses quick payback wells.

Would appear the sellers are exhausted

See presentation, since October they can now supply into the LNG as a third party

Gas price for LNG being negotiated.

TXP dont have an existing LNG contact.

Excellent presentation, get a grip Alligator PB was never gonna comment on the SP, he has no control over what the markets do.

50% wow GGG takes the SP back to a few weeks ago

Imho the MMs have been clearing a large seller.

Maybe done ?

Took advantage of the 21p on offer

20.75p Mid does appear a tad cheap with a MKT cap of £48M

At the recent top @ 29p