Member Info for Laura2022

Leading Emirati officials talk of new pipelines from the UAE's oil fields in Abu Dhabi, bypassing the Strait of Hormuz, and heading to the underused port of Fujairah.

There is already one pipeline in heavy use today, but more capacity will be needed to cope with increased production and a permanent change to the fluidity and cost of tanker traffic in the Gulf.

For now, of course, during a double blockade of sea traffic in the Strait of Hormuz, this is not the main event in oil markets, affecting the prices of oil, gas, petrol, plastics and food.

While the world understandably focuses on oil at $110 per barrel, this is, however, a reason not to discount the chance that it could be closer to $50 sometime next year - if the mess in the Strait is sorted, for example, in time for the US midterm elections later this year.

15 gren boxes in a day

President Donald Trump posted on Truth Social Tuesday that Iran had "informed" his administration it was in a "state of collapse" and urgently wanted the Strait of Hormuz reopened.

"Iran has just informed us that they are in a 'State of Collapse.' They want us to 'Open the Hormuz Strait,' as soon as possible, as they try to figure out their leadership situation (Which I believe they will be able to do!)," Trump wrote.

Montmuzard

Yes , agree

All chart indicators very capitulated and placing churn nearly done

QHE Market cap £11mln

The oil revenues will be double in 2026 as oil now $100+ rather than $50 for their 2025 revenues :

This integrated approach allows Quantum to advance its helium portfolio while maintaining financial discipline and operational momentum. This revenue contribution, combined with strengthened oil prices, further enhances the financial resilience of the Company as it progresses towards helium production.

Funding of c £16mln with over £5mln raised

Assets value $300mln

USA based helium assets

Helium spot prices up 50% in February, and further still in March, April Bupa warns of shortages as does Elon Musk

April Placing and comments

Cornerstoned by institutional investors following inbound demand

· Validates the strength of Quantum's helium portfolio and US strategic positioning

· Funding supports the next phase of development at Sagebrush and Coyote Wash

· Multiple near-term catalysts, including results from the Company's extended production test at Sagebrush

CEO stated news flowing in coming days/weeks so get ready!!

Bupa warns Iran war could delay hospital procedures":-

“Asked if Bupa was hit by the global squeeze on helium supplies, Mr Carroll said: “Absolutely.”

Helium (Microchips)

A third of global shipments of helium gas normally come from Qatar and pass through the Strait of Hormuz, external.

It's a byproduct of the production of natural gas and is used in the manufacture of semiconductor wafers, which are then processed into the microchips used in computers, vehicles and household appliances.

Helium is also used to cool the magnets in Magnetic Resonance Imaging (MRI) scanners used in hospitals.

Sector comparisons

HE1 £90mln

PLSR £219mln

HEX £60mln

Asset highlights

- USA based assets

· Sproule ERCE estimates 2U gross recoverable helium of 0.97 BCF at Coyote Wash

· Combined with Sagebrush, Quantum now has 1.104 BCF gross (828 MMscf Net) 2U helium, all independently evaluated.

· Potential gross value of ~ US$331 million ($300/Mscf)

· Establishes Quantum as having one of the largest independently verified helium portfolios among London-listed helium companies

· Sproule ERCE also identifies up to 750,000 barrels of potentially recoverable oil at an Ismay prospect with three potential well locations.

Uses of helium

Helium is a vital resource across the technology, science, medical, space exploration and manufacturing industries. It is widely regarded as a mainstay of the digital revolution given its importance in a range of high-tech manufacturing applications.

Helium demand

Global demand is estimated to be around 6 billion cubic feet (Bcf) per annum, with China alone importing 1 Bcf a year. Annual demand expected to increase from 6.0Bcf to 8.5Bcf by 2030, with a current global import growth of 10% year on year (AKAP Energy, 2024).

Iran situation

And also £1.4mln potential contracts due according to presentation

With just a £2mln cap and only 450mln shares ( many bio tech peers have 1.5-2.5bln shares eg apta gdr etc) and with £650,000 from the recent investment and c £200-300k left from before that is nearly 50% pf market cap in cash

Also the new TR1 holders have

Already here

1) increased TR1 holdings to 20%+ thus decreasing available shares

2) pressured board to increase placing by nearly 35%

3) making BOD more accountable to share holders

4) introduced HNWs to the share register

5) thus even the 0.4p placing has been left behind with share price 20% higher whereas in past the churn lasted 3-6mths

GL

They've got over £700k having just raised

Please read March/April RNS

Atb

Gosh

Is Avocet123 still stalking

I filtered 2yrs ago !!

Look at his posting history total loser/troll

Moving quickly now

Look to future not the past ( as results were)

£6.6mln Placing and acquisition of March 2026 cleared now and passed by the GM

Fully diluted market cap of £12mln with over £6mln in cash

CEO and other.TR1.holders added a.signicamt amount and as of 14th April

Beaumont-Dark family 150,000,000  15.11%

Dowgate Capital / Onward Opportunities 144,488,000  14.55%

Simon Deacon 96,203,613  9.69% (CEO)

Premier Miton 70,000,000 7.05%

Oberon Investments 50,000,000 5.04%

Dr Graham Cooley 41,500,000  4.18% (Non exec chair)

Puma Investment Management 30,000,000 3.02%

LSTH Trustee  8,900,000  0.90%

LST recently converted £0.3mlm of it's.£35 million AgTech pipeline.

 

April 9th Rns  highlighted the Government's Building Safety Regulator ("BSR") Strategic Plan ("Plan") for 2026-2027, which vows to cut delays and expediate cladding remediation schemes.

 

Positive implications for LST's Passive Fire Protection Division which specialises in fire remediation solutions including the patented Injectaclad cavity fire barrier remediation and there is build-up of a substantial pipeline of contracted and near-term projects awaiting regulatory sign-off.

Shore.Capital Broker note early April

PFP (Passive Fire Protection) the division driving our investment case:

Since its acquisition by LST in late 2023, PFP grew revenues and profits rapidly as an installer of Injectcalad before seeing a slow down due to Building Safety Regulator delays in the latter part of FY25F. Injectaclad has a practical and cost-effective solution to rectify non-compliant public and private buildings to meet fire safety regulations by 2029 - a challenge addressed by a £6.1bn allocation from the UK Government in 2021. This innovative solution is an attractive alternative to removing external façades and installing traditional fire barriers. We consider LST’s recent acquisition of Injectaclad as transformational as highlighted in our recent initiation note given the regulatory drivers, we believe that PFP is well-positioned to convert its latest reported c.£24m sales pipeline in FY26F. The Injectaclad acquisition is likely to significantly boost the sales pipeline and potentially increase/protect gross margins.

Valuation:

We used a DCF analysis focused only on PFP hitting the £20m revenue target to derive a value of 4.6p per share on our best-case scenario. Given LST’s cash flow characteristics, we still believe that this could prove highly conservative and today announcement is a further positive step in the right direction. This would especially be the case if AGT sees significant sales traction towards management’s five-year target, the DCF value per share could be multiples of 4.6p.

Nearly 35 billion shares

27-Apr-26 16:09:20 0.0982 10,000,000

Expected Suspension of Listing and Trading

As a consequence of the delay to the publication of the audited accounts for the year ended 31 December 2025, the Company expects that its shares will be suspended from listing and trading from 07:30 (UK) on 1 May 2026 until the audit is completed and the 2025 annual report and accounts are published, which itself will require the execution of an appropriate funding solution in order for the financial results to be prepared on a going concern basis.

Industrial helium gas prices in 2026 are elevated due to "Helium Shortage 4.0" and the exit of the U.S. Federal Helium Reserve, with spot prices exceeding $450/MCF (thousand cubic feet) and sustaining a 5% compound annual growth rate (CAGR). The global market, valued at nearly $4 billion, is driven by high demand in AI-chip manufacturing, electronics, and healthcare

Article 2 days ago

https://www.telegraph.co.uk/business/2026/04/26/bupa-warns-iran-war-could-delay-hospital-procedures/

Right in the zone now , 11 days later

"Company expects a NUMBER of SIGNIFICANT operational updates in the coming weeks as testing progresses through this key phase."

13 posts but 9 green boxes

What a life

Brew

I know they are

Hence the overhang is /has cleared

Filtered

:)

This announcement, and a discount of approximately 58.4% to the closing mid-market price of 47.6 pence per Ordinary Share on 24 April 2026,