Member Info for Kaeren

Ezhik , the membrane comment cane from Bo see RNS 10 / 04/2025

' This modular approach enhances project flexibility, allowing additional membranes to be installed as further production wells are bought on-line throughout 2025-26 and maintaining the same feed volume to the PSA module while increasing helium output.'

Metalhead @ Metalhead2525

Yeah that's right , Bo had a crystal ball that told him the compressor would take a year to arrive. The crystal ball anticipated China implementing strict rare earth export sanctions, resulting in severe shortages of many rare earth minerals that are essential for modern tech.

Inclusive but not limited to the manufacturing of chips , a component of a compressor.

Hex should easily be able to scale up in 2026 , your comments have no grounded basis for your ongoing negativity. Go talk to the kids , their enthusiasm for life might rub off on you.

Difficult to tell. I do wish they would change ticker, anything Hex related on X is buried by a crypto ticker with the same name.

A company generating cash should attract interest, especially when we get the long awaited updated reserves. Bo has mentioned huge numbers, I'd like to see an RNS confirming same.

Also very keen to see a road map of the 2026 drilling campaign.

Https://x.com/i/status/2011463389558849838

Hi Naewise , I'm around but don't read the

board much. The departure of most of the staff in R&D & the research only tests in addition to the current Bod , do nothing to enthuse me.

Why should anyone bother investing when the CEO doesn't put his hand in his pocket for a sizeable chunk. Rest assured he woukd do so if he thought he'd get a good return. P poor performance.

Happy new year to you .

Good exposure.

https://www.linkedin.com/posts/nath2investing_helix-exploration-has-provided-a-project-activity-7416796221731897345-WU1r?utm_source=share&utm_medium=member_android&rcm=ACoAACRlGPEBRcYPoIeO0R6FBhm6u3EW6WI9XEE

Oops , this is the post M Mc responded to.

Https://x.com/i/status/2011026995589611637

I specifically said unforseen re Force Majuere , things like a Hurricane . You may have worked for one company, I've read multiple contracts over many years and most have clauses re weather.

Completion of the production facility has not incurred extra costs. The facility was complete and the delay was caused by waiting for the compressor. That is now onsite and scheduled works have commenced to link it into the PSA plant.

Regarding drilling contracts , they almost always include specific clauses relating to the weather.

Usually if weather inclement then a standown rate is paid and the operator ( drilling co) carry the loss. If a force majuere event ( unforseen) then it is usually treated differently with numerous outcomes , too extensive to list.

No idea why an offtake agreement after stable production will incur costs. If you mean a couple of weeks lost revenue , then I agree.

However I very much doubt Bo has calculated revenue requirements without substantial contingency factored in. If you recall the last capital raise ( completed in a day ) raised sufficient funds to get us to live production & drill a fifth well ( not yet taken place )

Still a gamblers paradise.

Correction , numbers included. Believe unchanged & exclude Hydrogen or the long awaited updated reserves.

Been told on Telegram, if someone can post here.

12.47 , about time ! We are all singing from the same songsheet. 'Get the motor running ' is up next.

Don't have full access , can only read about compressor arriving etc , think only research note & not broker predictions , for what they are worth! Will read about the company you posted later. Thx

H & P research note out.

Mountains and mole hills.

Crap weather and holiday season probably meant we missed our delivery slot and also perhaps the availability of the contractors to commission the compressor. All back on track now hopefully. Nothing to do but wait for Bo to deliver .

I think the exact opposite, Bo has stated clearly that he won't sign offtake agreements until production has proven. That is not by any stretch indicative of buyers have no confidence. I think buyers will be very confident when Bo says we are ready.

If possible, would somebody explain to me please roughly how this works. If a tier one is interested in Hydrogen , do we extract Helium around whatever they are potentially extracting. Are we looking at a tier 1 taking everything , lock stock & two smoking barrels? Is this why he wants Inez results before signing offtakes ? Could be totally wrong, however it was my gut reaction.

Thx for posting. Yes it is now all about execution , get the Helium flowing & cash rolling in & lay out clearly plans for new wells , so potential is clearly signposted. Article focused on only Helium & Hydrogen not highlighted. Still happy I've selected the right Helium play, as location , mgt experience and skin in the game feature highly on my pre investment check list. ✔️