Member Info for Kaeren

Be nice if the OTC was reflective of progress to date , so far a lame duck.

The quest for Natural/ White/ Gold hydrogen has really accelerated in 2025 , with vast sums of money being thrown at it.

I wish Proactive would lose the term 'green hydrogen ' which is energy intensive in its production , they are trying to convey its green as it is a clean energy source, low carbon & doesn't need to be manufactured.

https://chinahydrogen.substack.com/p/china-started-drilling-on-first-natural

https://www.cnbc.com/amp/2025/04/28/natural-hydrogen-mining-giants-and-big-oil-jump-on-the-bandwagon.html

https://fuelcellsworks.com/2025/10/17/clean-energy/max-power-selects-premier-drilling-contractor-for-canada-s-first-dedicated-natural-hydrogen-well

I'm not suprised Bo's phone is constantly buzzing.

Maybe ReddingtonR, plenty of different scenarios , hell, once reserves proven, one of the big boys could buy a liquefaction plant in return for x percentage ( lot less than 50 %) & first dibs at Hydrogen. Exciting times.

Linde approx 8.6 billion profit 2024, Air products 3.9 billion. Huge money able to target minions like Hex. Peanuts for these guys to pay > 300mm once reserves proven and as inf unfolds on Hydrogen.

Whilst I applaud Charles and his detailed analysis , I've been around M/A for a long time now & I wouldn't be suprised to see Hex swallowed within 6 - 12 months, contingent upon continued successful delivery.

https://yigasgroup.com/top-10-helium-suppliers-in-the-usa/

https://perfectsenseenergy.com/solar-insight/top-green-hydrogen-companies/

It is . He's prob thinking , what's wrong with you all, massive helium field , HE3 and Hydrogen potential and muted response.

Bo tweeting on a Sunday ( think he might be a 'bit' excited)

https://x.com/HelixExp/status/1979942716579451212?t=hlP2vvHwX6NGJAbDF8XUhQ&s=19

Fantastic write up and the best thing about it is imo, it's not a pump , it's a realistic appraisal of current situation and future potential.

Asking for a friend , a chunky spread and a red portfolio is a good thing ? ☺️

We need production numbers updating and progress on the Nasdaq listing. So far the mgt has been superb, but I want to see progress now on both the aforementioned.

Not concerned about pullbacks, more focused on some of the primary sp drivers in the short-term.

We need priduction

By announcing the discovery of geological Hydrogen today, Bo has put a target on his back.

The value of the Hydrogen discovery once proven to be commercial would be more than vast.

Add HE3 into the mix and numbers become silly.

BO said today that he is talking to everyone, so obviously huge interest .

I've been reading about serpentisation ( very cheap extraction methodology used with Ultramalfic rock) in its infancy , but generating huge interest. I think I first read about it in the plethora of trials that Arpa E ( DW) are running.

Although he has left, he was working with Bo as we all know. Also saw something in a grant trial with DOE. It wouldn't be beyond the realms of possibilities that once reserves are updated for the Helium field that we become a prime T/O target, prior to anything else being announced which could cause the MCAP to explode.

Bo talks about shareholders , but he has already experienced how fickle they can be and with his huge initial stake , he could become a very wealthy man , very quickly.

How many shareholders would say no to a quid in a few months time.

Market asleep at the wheel & we have a seller.

Those two late trades , already offset by purchases, were imo sales.

I'm just looking at all govt funding and Hex miles ahead of those already receiving funds.

I particularly like the fact that Bo runs a tight ship and obviously this news was not leaked prior to the RNs as oft is the case . A fair crack at building early doors for retail gets full appreciation marks from me.

Back to my day job.

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Fantastic, so this is what he's been up to and why he hasn't rushed back to Ingomar.

No wonder he thanked D. WICKES!!!

He has been collecting inf at each well. It's all over Rudyard !!!!

Fundamentals Rule !!

Whatever it is , no need to answer Esduk in that fashion. He remains professional and is an extremely valuable contributor here.

Https://www.cnbc.com/2025/10/15/trump-xi-china-bessent-price-floor-rare-earth-critical-mineral.html

I don't care where peeps are domiciled or their companies, just that they continue buying.

Agree the biggie was a worked buy.

Re TR1 ' s , some don't report at all and you only see declaration on a takeover. Some adhere to the rules and others delay until they've finished accumulating. Never seen the FCA wield a stick to the flouting of the reg.

Just had to give my postcode over the phone and said F4 ..... , Not F4 , nothing remotely similar , must be on my mind !!!!!

James , I know nothing about DN , zero.

He could however be connected with somebody interested in purchasing GDR and this no vote is exactly what tbey wanted. If he knew for certain somebody was going to bid , then he's guarenteed his stake back . Alternatively who knows ???

Can I recommend a share if others are at it.

Although it has made substantial gains I believe it is just starting what should be a transformative period. Great mgt team steering the ship & in a very news rich period. Multiple Rns's exoected, which could cause the share price to sky rocket. Undervalued .

# MKA

If anyone imagines Drachs have invested a considerable sum and don't expect a decent return, please educate me. I too expect further substantial gains on my investment.

My foray into MKA has proven to be extremely lucrative.. but my exposure there is considerably less than here. The reason being is that I too see this investment as being very safe in relative terms to other aim companies. I'm not remotely fazed by small hiccups enroute to the final destination. As ever Bo looked supremely confident and pointed out the graveyard of failures. There is limited risk here, save duration to ramp up , set against the backdrop of economic uncertainty , a company capable of organic growth , that will be generating sufficient cash to self fund drills , thereby creating more cash is a very attractive proposition to me. The fact that we have Bo Sears Mr Helium at the helm is something that cannot be overlooked when it comes to both future M&A , contacts , contracts and contingency planning.

That being said , I have no issue once generating cash, if Bo has proven large reserves and considers buying a liquefaction plant a necessity for growth expansion at a more rapid pace. To get my buy in 100 % would require a very detailed plan re return on investment .. dividends.

Jumping ahead here , right now all I want is confirmation that he has in his very capable hands a compressor .

Oops, I hope they're laser focused on the F4 !