Member Info for jwoz

Seems to me like Mosman is becoming an investors share, not a trading share. Which is very good news but the transition might take another few months to complete.

Complex deal structures with a hedged portfolio of assets, all owned only in part with little operational responsibility. Farm outs, JVs and others taking the heavy lifting while Mosman stay light of central cost, low headcount and with fingers in a variety of helium pies- at different equity levels and in varying stages of exploration and/or production.

Its more like a mini helium PE firm atm and traders wont be able to play that as much versus other companies with one “flagship” asset to drive sentiment in either direction.

I for one will much prefer a price action that reflects a diversified, hedged, investment company… rather than a spiky high risk “all-in” explorer.

Takes some understanding though.

Just my view obvs. Doubt all will agree.

…. And a balance sheet nav of 9mil

Which will only grow

Seem very unlikely to be a sell give price and price action through the morning.

Feels like fearmongering

Wish id had a spare 30k laying around to scoop up 105mil today like some lucky sod did. Fair play

Oversold and temporary blip

This feels like one last raid for weak hands

Clear road into 0.2s now

Every bit of marginally bad news, or even just not screamingly positive news, is being irrationally responded to with negative price action atm.

Clearly playing on wider market nerves of folk. VTY has same story. Makes for some bargain shopping.

Ignore me

Found on lseg

Small UT

What was the 0.46 trade? Not showing anywhere i can see

Wait, what?

Smart acquisition

Id agree that things look very good on that front and it would be reputationally absurd to be saying such things on public forums without a solid rationale and fact based confidence

888888 repeating pattern again

Doesnt sound like a worry… 🤷

Here goes

Weve been waiting for this….

Best of luck to all for a painless run to 0.55-0.6

Tell a lie. The 800k was big

The two 850ks are even bigger

This pops quite soon surely

Maybe tomo

Maybe next week

Yeah TG316 thats what i thought

Only just had half yr

🤷

FYR?

Yes 7.5 more precise

I rounded

Its a statement for sure

Cant argue with 8 mil at £9.3