Member Info for Jungmana

"Georgina’s Hussar and MT Winter prospects "combined offer investors exposure to potentially globally significant helium and hydrogen resources with an additional potential resource of c.3TCF of natural gas.

In the case of helium, the combined projects resource potential is c.303BCF, to put that into context that’s some 42% larger" than Helium1 (Market Cap £70M)"

If you haven't read it take a few minutes to do do;

https://spongeshare.com/research/georgina-energy-research-note/

Should be in for a good rise today imo. Markets rallying across the globe and ipo churn is done here too.

Possibly see 20's.

Hindsight, wish I sold at 26p and get back in today.

Too cheap with drilling commencing soon

As the MOU signed with Harlequin covers both Hussar and Mt Winter, the information is relevant to msmn;

"The company plan to drill and develop two separate wells (re-entering/side-tracking to deepen the wells) with the aim to extract the resources and sell them at the well-head.

This approach differentiates Georgina and will reduce capital costs as they sell directly to off-takers who will be responsible for the storage, refining and transportation. In fact the company has already executed an MOU with Harlequin Energy, experts in this field.

Ultimately, given the potential size of the resources, Georgina aim to be one of the top four global Helium & Hydrogen producers."

https://spongeshare.com/research/georgina-energy-research-note/

Thank you, well Harlequin won't have any issues paying for that.

Is the resource and potential production size that's why .

Harlequin Energy is the offtake partner who will be responsible for development. Gex will be selling the gas at the wellhead. See this note by Sponge and also listen to the full Crux interview on YouTube.

"The company plan to drill and develop two separate wells (re-entering/side-tracking to deepen the wells) with the aim to extract the resources and sell them at the well-head.

This approach differentiates Georgina and will reduce capital costs as they sell directly to off-takers who will be responsible for the storage, refining and transportation. In fact the company has already executed an MOU with Harlequin Energy, experts in this field.

Ultimately, given the potential size of the resources, Georgina aim to be one of the top four global Helium & Hydrogen producers."

https://spongeshare.com/research/georgina-energy-research-note/

Both hex and gex should do well but have different approaches to development if successful with the drillbit.

Is good to research and get the facts right.

"The company plan to drill and develop two separate wells (re-entering/side-tracking to deepen the wells) with the aim to extract the resources and sell them at the well-head.

This approach differentiates Georgina and will reduce capital costs as they sell directly to off-takers who will be responsible for the storage, refining and transportation. In fact the company has already executed an MOU with Harlequin Energy, experts in this field.

Ultimately, given the potential size of the resources, Georgina aim to be one of the top four global Helium & Hydrogen producers."

https://spongeshare.com/research/georgina-energy-research-note/

GEX plant costs $450m? Can you show where you got that from?

GEX will NOT be building any plant . The offtaker is a big global company who will be responsible for building any processing plant. Another option for the offtaker is get a modular plant and truck the gas to an already existing Linde plant in Darwin.

GEX is simply selling at the well head listen in this interview if you have 40 mins;

https://youtu.be/7QGskDIT6X0?si=CSov6E116MTfsM4I

Fyi , I hold 300k shares here at 13p average and I hold 500k shares in GEX at 14.5p average

"Georgina Energy PLC chief executive Anthony Hamilton says he is in the business of well redevelopment. Its blueprint, conceived by Technical Director John Heugh, is to re-enter wells in Western and Central Australia abandoned in the 1980s, but where the success rate was 100%."

Https://www.proactiveinvestors.co.uk/companies/news/1052879/georgina-energy-a-unique-approach-to-helium-and-hydrogen-development-1052879.html

Boom high development cost for GEX ? No.

Both these companies should do well and many here have a foot in the 2.

Better to research before making false statements.

I won't even go into some of your other points.

GEX will be selling at the wellhead and have already signed an MOU for offtake with a big global company .

You know what selling at the wellhead means?

Watch the interview on Crux by the CEO and CFO.

Zak this morning on GEX

"Georgina Energy

Given that so many small caps are leaving the UK stock market and / or have not been able to get their audit away in time, and get suspended, any company actually joining the market is a stand out. I have mentioned Georgina Energy (GEX) several times in recent weeks, having met the company several times since it first tried to list just before the pandemic. The management have certainly been around the block, and the delay in listing has worked in the company’s favour, both in terms of helium and hydrogen having their time in the sun, and also it moving along its milestones. The money invested into its Australian projects as a private company, means that now as a listed company there is less cash for shareholders to stump up, and it is far nearer to production than many analogous companies. The prospect now is that it will become a leading producer, and that the 124p P50 risked valuation produced by Oak Securities this week is a number to shoot for. Indeed, it would appear that investors are already shooting for it. GEX came to market on Tuesday at 12.5p. It closed the week at 18.4p, quite a result, especially in current stock market conditions."

https://zakstraderscafe.com/week-in-small-caps-august-4/9878/

"Georgina Energy

Given that so many small caps are leaving the UK stock market and / or have not been able to get their audit away in time, and get suspended, any company actually joining the market is a stand out. I have mentioned Georgina Energy (GEX) several times in recent weeks, having met the company several times since it first tried to list just before the pandemic. The management have certainly been around the block, and the delay in listing has worked in the company’s favour, both in terms of helium and hydrogen having their time in the sun, and also it moving along its milestones. The money invested into its Australian projects as a private company, means that now as a listed company there is less cash for shareholders to stump up, and it is far nearer to production than many analogous companies. The prospect now is that it will become a leading producer, and that the 124p P50 risked valuation produced by Oak Securities this week is a number to shoot for. Indeed, it would appear that investors are already shooting for it. GEX came to market on Tuesday at 12.5p. It closed the week at 18.4p, quite a result, especially in current stock market conditions."

https://zakstraderscafe.com/week-in-small-caps-august-4/9878/

Just read it. GEX Is simply stunning

Is just the sellers that are causing this weakness in the share price over the last 3 weeks but once they are done we will make new highs during the drill in my opinion.

Oberon imo are reducing ( derisking) and have about 13 million left as of last Tuesday.

I hold both hex and gex. Imo they both should do well.

Frim the prospectus, Ceo HAMILTON and finance director Wallace together own 28% of the shares here. Premier Miton acquired 8% and there are few other large institutional and private holdings.

Stock is tight here .

Another good read if anyone missed it;

"Georgina’s Hussar and MT Winter prospects "combined offer investors exposure to potentially globally significant helium and hydrogen resources with an additional potential resource of c.3TCF of natural gas.

In the case of helium, the combined projects resource potential is c.303BCF, to put that into context that’s some 42% larger" than Helium1 (Market Cap £70M)

Https://spongeshare.com/research/georgina-energy-research-note/

Good weekend read;

https://www.proactiveinvestors.co.uk/companies/news/1052879/georgina-energy-a-unique-approach-to-helium-and-hydrogen-development-1052879.html

This will motor next week. Has traded nearly 40 million this week ( since listing) and ipo churn is nearly done imo.

With just 90 million shares in issue should move fast on good trading volumes with the breaks off.

Great fundamentals too and imo 40p target here in the short term.

To quote sponge in his brilliantarticle:

"Georgina’s Hussar and MT Winter prospects "combined offer investors exposure to potentially globally significant helium and hydrogen resources with an additional potential resource of c.3TCF of natural gas.

In the case of helium, the combined projects resource potential is c.303BCF, to put that into context that’s some 42% larger" than Helium1 (Market Cap £70M)

GEX has 42% more resource target at Hussar than HE1 but market cap even at 20p will just a third of HE1.

Most importantly gas has already been found helium, hydrogen and natural gas with in-situ valuation of approximately $60 billion.

Low risk drill this coming December.

Over 60% of shares in hands of institutions and BoD.

Strong experience management team.

Imo 50p will be here well before the December.