Member Info for Kaeren

I think Lord that we all know by now what certain posters intentions are , Jacksy to do with intelligence. Spat my coffee at the Elliot wave cimment though and to think who it was who led the attack on JH. Carry on camping lol.

Thx Floyd , so it's more than a good bet , they've formally stated it and I'd like to see it in future comms !

You could be correct , I haven't time to check back this week , I thought I'd read 4th quarter in some comms from company . I don't normally add something to my one page bible unless it has come directly from company.

That's massive !

Thrilled with progress & share price.

Would have preferred to still see 4th quarter stated for Nasdaq , any thoughts ?

https://share.google/KdjuL0vTIAwFV0jO5

I follow here, hit Spacs and then Merger activities , we're on page 3.

It is what it is , have suspected for a long time the compressor was causing a delay ( out of Bo's hands) have mentioned it here and that I'd written to IR and got no response.

Although frustrating I'm not particularly fazed by it as imo it doesn't alter Bo's sterling performance thus far. Unlike other Ceo's I err heavily on believing him. Date given , a little more patience required.

Took another 41500 to add to my pot.

I'm relaxed about this and my other major holding rocketing .

Good weekend all.

Amers I know of a CEO with a lot of experience & 💰

Thx JC , I would like to think that Camarco don't post inaccurate inf on behalf of Bo. There are not plethora of staff at Hex , there is the Bod and any inf provided to Camarco, must be provided by them . We were told via another tweet that the PSA unit was onsite on the the 17th of Sep , followed by one several days ago that we were waiting for final components to arrive.

The latest, giving some wriggle room. Inex could be the last to be connected & therefore I am not dismissing it . With regards to the fifth well , if it was to be a new well previously never drilled, I would agree with you. However as no permit to drill has been lodged I suspect it will be a previously drilled well , one which AS has already entered , of which there are several.

AI although a useful tool , would have no knowledge of such. Thanks for your response.

It's a waiting game .

Bo stared two days that "the coming weeks will be transformational." Taking that at face value, I struggle to interpret it as months.

Could you point me to the sources you refer to regarding the soft start of each well and it taking weeks. I am familiar with Bo stating a soft start , but have never read anything describing it taking weeks to add in each well. Thx

I'd happily forgo a fistful of Tr1's for certain other news & there is plenty that could drop at anytime!

Blimey , something happened between posting this on the 3/10 and today's offering from Ezhic

"Once they develop Rudyard further and presuming they don't get any serious fall off in well performance, they will have too much gas to manage and that is when the liquefaction will be needed to both cope with the gas volumes in and out. Rudyard should be able to support financing for the liquifier once they get a few more wells on line - unless they go on a mad spending spreee buying up the rest of Montana. Anyhow--who cares providing we get out of the 20p's.!"

Perhaps it was his other post on the 3/10 announcing he was buying more FDR, followed by a collapse in SP.

Shame , I hate to see anyone lose but not as much as I hate blatant inconsistency ( phrasing it politely)

Choicewords

At a cursory glance.

DME

Very limited cashflow , still burning cash in an attempt to generate cash ... ongoing for years.

Severe difficulty raising cash.

Couldn't file 2023 accounts and had to change auditors.

Couldn't obtain permits required in Arizona.

Relocated to New Mexico , moving Helium plant, cost 4 million.

A large write off with ' discrepancy in accounts '

They've failed to get contracts ( now supposedly improving )

Huge ongoing court case with supreme court , now apparently upheld in DME's favour.

Investors don't trust the Bod and neither would I. Saw enough in less than 5 mins to decide it didn't merit any further investigation.

Not comparable in any way share or form to Hex.

Thx Myles , sorry to hear about your beloved Achilles, here's hoping you were able to create some wonderful new memories with your little ones..

Yes, a transformational few months incoming.

This could be a investor I follow on twitter and if correct he will continue to accumulate and will not be selling. His hit rate on spotting multi baggers early doors exceptional.

Check out Nick Slater , worth following.

https://x.com/patviera/status/1975226585121964392?t=L39UmIywUgePK7yEkG6XHg&s=19

Wickes worked with Bo on Ingomar and Bo thanked him "Saying don't know what we would have done without you "

Note Montana mentioned.

https://www.linkedin.com/posts/hydrogen-policy-leaders-convention_ushydrogenalliance-hydrogen-cleanhydrogen-ugcPost-7378471836881399809-oegf?utm_source=share&utm_medium=member_android&rcm=ACoAACRlGPEBRcYPoIeO0R6FBhm6u3EW6WI9XEE

... another 50k cos of the little shed & pipe 😉

Too risky with the plethora of news that could land anytime. My portfolio benefiting by doing nothing save, adding on any weakness.

Main focus 100 % helium for now .

I noted 'coming weeks will be transformational '

Doesn't sound like Bo is struggling to find offtakers to me.

It confirms to me what I thought I knew, but I still could be wrong. There is a clear distinction between the gathering system being 100 % complete ( as we were informed a short time ago) and the PSA plant.

I have chased investor relations about the compressors and they have not responded.

A few months ago, we were told they were the last remaining components. Today's tweet indicates that piece of the jigsaw is incoming imminently.

I've learnt that it's not only what an RNS states , but also what it omits.

I now expect things to move at a rapid pace & communications to revert back to what we were all accustomed to.

What else could the final components be ?