Member Info for Kammy18

NewboF, totally agree, we need results in black and white, with a clear roadmap for monetisation.

Lets hope LB and the team are underplaying, and will over deliver, it'll be a first for an AIM minnow!!!

InvestAce, you're mad, but you might get lucky!

Likelihood of an RNS back of a Insta post, highly unlikely.

Kammy

HfH,

"More to come, the EWT results look like they are going to be everything we could have hoped for"

How do you know results are inline with our expectations?

Sorry, posts and statements like these misleading, you have posted what you're wanting and hoping for as a statement of fact.

Don't get me wrong, I want massive resource and world class flow, but I can't post and be silly of me to post as fact.

Kammy

Whoknowswhy, On good results this should be 290-300 mil Mcap .

Current mcap is tad under £80m, so you're saying with good results SP could go up 4 fold from here, i.e. just under 6p?

With good to great results, I expect for 4-5 to be breached very quickly, and then a pause, unless of course LB has a JV partner lined up to fast track into production, then 6-10 is possible.

World class find, with exceptional flows, 12p onwards...

My thoughts only

Good morning,

Real decent posting over the weekend.

Monday starts off with the usual tripe, why post with heading of 'Delay' ?

HE1 are not obliged or under any contractual agreement to provide running commentary , just because the company haven't informed us thru an RNS start of EWT, doesn't mean EWT has started.

There is a timeline in the presentation, and timelines are subject to fluctuations, they are fluid, things can move forward or get pushed back by a week, its not end of the world.

Fecks sake......go out, take a long walk and ask yourself whether AIM investing is for you!

Kammy

Richard, no need to wish ill on anyone.

All, just learn to agree to disagree

£1.30 is about right, board wanted double what was being discussed.

Had they pulled it off, quite a few would have walked away with million or two.

Everyone is an hindsight guru, not many have foresight of equal quality as hindsight.

Lets see what unfolds, 9 Aug working days remain.

Kammy

Thanks BigGinge

My rough value was around £1b ish......your numbers look more solid.

Kammy

PB, I'm sure she would disagree with me, but response would be, how much of your own money have you invested LB?

My post was not to criticise LB and her team, very few AIM BoD have actual skin in the game, having said that EUA directors are deep in it, for me, if they feck up, I lose, but they lose too.

All said and done, 300m share options are enough to get anyone out of bed...lol

Agreed, next week will be interesting, I'm not expecting EWT news (my opinion), but noise levels will rise on here.

ATB

Kammy

You asked for a view.

Don't assume for a moment in the ground NAV of $7b will equate to SP of £1.30 ish, it won't happen, its unheard of.

If you wanted to buy HE1 with NAV of $7b, but knew you had to spend close £100m initially, then extract it over 15 years, the latter incurs operational costs, what would you value the company at?

Offler,

I'm partial and see both sides of the argument. With regards to your post. nothing wrong with it. We're sitting at 2.3p a share, suspended, if were sitting at 35p a share then I'd say a good chance of getting £1 a share (assume feeding frenzy, herd piling in, price premium and etc).

I do believe the BoD rejected an offer around 50p ish (my view only), at the time a realistic takeover, most peeps were looking at 90p ish. There's been a few smokes and mirrors along the road, for example, where is the millions institutions invested? I think from memory millions were loaned into subsidiaries?

Again my view only, I think EUA would have been sold of by now if it hadn't been for special operations. Now, the only crumb of comfort is the BoD have skin in the game, we lose, they lose, unless of course this gets delisted and goes private. Yes, we'll still be shareholders but difficult to trade or find buyers for our golden tickets.

We have also seen how fast SP moves, just look at the last pump, rise or whatever you want to call it. I think this will go for about 15p ish, probably a BRICS buyer who doesn't care or won't be affected by the the sanctions.

One thing at a time, firstly get accounts published, then publish AR, and then focus on selling the damn thing.

There are no big institutions, hedge funds, Blackrocks, Elon Mucks or WB's of this world lined up to bid £5 a share.

Kammy

Assume $7B NAV, so the easy thing would be to jump SP by dividing $7b by 5.3b shares, but its not straight forward as that.

You have to less initial plant/production costs, on-going production/operational costs. at some point (including number of years plant will operate), you'll get a meaningful NAV devoid of costs, divide it by number of shares and we have a estimated SP. No doubt accountants will throw in DCF, NPV and all sorts of financial sh.ite to complicate matters lol.

Kammy

Share options is not same as having skin in the game, totally different. Share option is more of an incentive, i.e. they tick off certain milestones over a certain timeline, normally one objective would be if SP reach's x, directors get to buy the options at a previously agreed very slow price, if they don't achieve set objectives, they don't have to purchase.

Having proper skin in the game is different, it means directors have purchased shares with their own money, more reasons for them to work their ass off as opposed to simply picking up a monthly pay check.

Kammy

Sandwell, there is zero interest in EUA, zilch!!

Yet, approx 60-70 posts a day on a suspended share...odd hey? 😂

Asimpleinvestor, my post was not aimed at genuine holders who don't play games. Its ok to be nervous and anxious, there is no certainty until that magical RNS arrives and it states clearly in black & white its commercial.

My post was aimed at those game playing on here, on one hand they say their in and invested, all looks great, and the next day start posting how they feel nervous and it feels like a mega gamble, I have zero patience and time for game players looking for poor souls to sell up so they can sweep and sell for their 10%.

All the very Best!!

Kammy

Not sure why peeps saying if LB and the team feck us over, or why some peeps referring to mega gamble. I belive these statements are subtle deramps.

Let's get this straight, peeps have invested here, no doubt they have done their DD and research, LB and the team want EWT to come up trumps like the rest of us, they got nothing to gain by fecking us over.

Pls stop with negativity, doubts n subtle deramps.

If you genuinely nervous, and you're a recent investor suggest you sell up first thing Monday.

ATB

Kammy

I hear you Offler, I was just giving my view.

We know he won't do what he says or promises, that would be a first for a politician?

Kammy

HereforHemo, well said, sensible post!

That's very brave to go all in, no doubt you've done your DD, research, scenario analysis and modelling, I really do wish you mega success.

I've not come across a water tight ship over the past 22 years, I suspect this time next Friday SP and or volume will give us some indication, just my view.

The downside, between now and next Friday we're going to have to put up with assumptions/opinions posted as FACT. Ramper and de-rampers will be in full force, unfortunately it comes with the AIM territory.

Buy in confidence, hold in confidence and or sell and walk away with confidence, do that and you'll be fine, there is no wriggle room.

ATB

Kammy

Whether its Trump or Kamala, remember who pulls their strings?

Ever wondered whenever there is change of president or party in power, American ME policy doesn't change?

AIPAC control and run America, congress men/women are bought and they do as they're told, period!

Trump or Kamala, out the two Satans, I'd settle for the one in orange, if he sticks to his promise, he could end the Russia/Ukraine/NATO conflict.

Kammy

"What do they know or think that I am missing?"

Unless the markets get the nod in some shape or form prior to EWT results, otherwise they know not much more than us retail investors. Lack of feeding frenzy indicates no one knows diddly squat, hence its in the balance.

Having said that, look at the wider and bigger picture, LB and the team have semi completed many of the tasks which normally exploration companies do in sequence, that shows confidence.

Until that 'RNS' arrives and starts with 'HE1 is PLEASED', between now and then its all guess, estimates, opinions, conjecture and assumptions.

ATB

Kammy