Member Info for LBview

Yes, this share is notorious for NT to buy but most of us on here know that, there are however new names appearing that I have not seen before with negative comments, mischief, shorting or wanting a better buy price?, nonsense in my opinion, just bought more

To focus on the 1st July RNS:

Highlights

· On track to deepen ITW-1 well and commence EWT in fault-fracture helium play in JULY

· Company-owned rig is on-site and ready for third party services to rig up ahead of spud

· Acquisition of well control equipment to complement drilling rig

· Appointed experienced drill crew for EWT operations and personnel mobilisation underway

· Long lead items arriving at site for JULY spud

· Remobilisation of camp personnel and medical support to site

· Contract executed with global technology company, SLB (formerly Schlumberger) for provision of cementing, drilling and completion fluids services, and surface well test equipment and services

· GeoLog International BV ("GeoLog") contracted for mudlogging services

· Laboratory results of helium samples from ITW-1 are consistent with measurements made by onsite field PVT laboratory

· Second phase field work of ESIA study required for feasibility study ready to commence

· Feasibility study and subsurface modelling underway ready for integration of EWT results ahead of Mining Licence application

Lorna Blaisse, Chief Executive Officer, commented:

"As we fast approach the next operational phase, we are on track to commence the crucial EWT operations at Itumbula West-1 in JULY. This is a very exciting time for the Company as the test will enable us to determine commercial flow rates, reservoir performance and helium concentrations over a longer period of time. The results of this EWT will enable us to better determine resource estimates and fully evaluate the potential of this new fault-fracture helium play we have at Itumbula.

The MM's NT this stock to buy so often and historically too, not getting over enthusiastic (ie 'ramping') but how many RNS' do you think we may get next week? and again base that comment on consistant RNS on a monthly basis

Only a loss for LTH if they sold, however, many of us have done our research and bought more after placing, lowered our average and are now in profit or close, holding and will buy if possible on any real dips IF there are any real dips from now on considering how low they are at present etc, respect your decision, not mine but gl

For goodness sake, I have been in this share for some time but do not post all that often, gl all investors and Davey, please close the short and go and buy a share you are positive about

Thank you

Please could someone confirm, a little confused, the webinar due today was cancelled due to the football or was that all rubbish the other day? PYX who were also to have a q&a had an RNS on the 9th to confirm that 'the focusIR Investor Webinar at 6pm on Wednesday 10th July 2024 is to be rescheduled. A new time and date for the webinar will be announced in due course', so what presentation are HE1 doing today and when, link? - thank you in advance

As at the timing of this announcement, the Company and its advisers are at an advanced stage of negotiations with a strategic financier for a transaction that contemplates solutions for the current working capital needs and potential part-financing of further expansion and development. Initial due diligence has been completed and the parties are engaged in concluding the headline terms of the transaction. They have initiated discussions and provided insight on the Company's current operations and expansion plans with another strategic partner with a keen interest in energy transition and critical minerals and are at the due diligence stage with a Middle East Sovereign Fund keen on investments in battery minerals. The have also remained engaged with government officials for refund of VAT in Madagascar (c.$2 million) as well as Mozambique (c.$1.2 million).

My advice is don't read this chatter, read the RNS

Obviously Sheffield putting a hold on caused the market to loose confidence with CMET but Greg has explained that this was down to Sheffields' issues, nothing to do with CMET or the asset - Sheffield's share price reacted badly to some increases in cost and some additional issues so the market put Sheffield in the penalty box just when CMET were trying to close the deal, Sheffield lost half their market cap so the implied value of the deal with CMET was bigger than their market cap, Greg also said that as they progress and become a more attractive 'dance partner' he would consider any offers but would rather go it alone than give 50% away to anyone else (the deal with Sheffield was 50%)

This is all my take on things from Gregs youtube interview with crux Investor, posted 1st July 2024

Need to do more research but watching youtube interview with Greg after Sheffield putting a hold on, Greg confirmed 2.8m US dollars in Bank, enough to proceed alone with an 'aggresive but smart exploration programme' he said they would be employing serious people and on the 1st July RNS, appointment of Stuart Forrester as COO - 'Rio Tinto' mention made me sit up - price is low so serioulsy thinking of buying but that is just my opinion

It matters not but I did get .33, NT to buy at the time so went to the desk, gla

Very positive, not ramping, so ECR's wholly owned Australian subsidiary Mercator Gold Australia Pty Ltd ("MGA") has 100% ownership of the Bailieston and Creswick gold projects in central Victoria, Australia, has six licence applications outstanding which includes one licence application lodged in eastern Victoria (Tambo gold project).

Plus, owning 100% of an Australian subsidiary LUX Exploration Pty Ltd ("LUX") which has three approved exploration permits covering 946 km2 over a relatively unexplored area in Lolworth Range, Queensland, Australia, while also submitting a license application at Kondaparinga which is approximately 120km2 in area and located within the Hodgkinson Gold Province, 80km NW of Mareeba, North Queensland.

AND following the sale of the Avoca, Moormbool and Timor gold projects in Victoria, Australia to Fosterville South Exploration Ltd (TSX-V: FSX) and the subsequent spin-out of the Avoca and Timor projects to Leviathan Gold Ltd (TSX-V: LVX), MGA has the right to receive up to A$2 million in payments subject to future resource estimation or production from projects sold to Fosterville South Exploration Limited. MGA also has approximately A$75 million of unutilised tax losses incurred during previous operations, together with holding a royalty on the SLM gold project in La Rioja Province, Argentina which could potentially receive up to US$2.7 million in aggregate across all licences.

Apologies for the cut and paste but not a p&d, add this to yesterdays' RNS

Can someone kindly confirm the comment about an interview tomorrow?

11:05, all buys on level2

If there is director buying they cannot release price sensitive information for at least a month or two or it is seen that they bought because they knew something, they will be releasing news regularly from now on?

HE1 RNS yesterday was slightly ignored imo, you can be in both

And reading between the lines a little bit as an investor;

'this Tier 1 Customer presents the potential for further discussions in H2 2024 and 2025 to address the Customer's evolving needs, potentially expanding the deal value in the coming years'.

'prestigious aerospace Customer'...

While a polite difference of opinon is good conversation, chatter from those who are vehemenantly against and constantly posting rather than moving on to a share they can be positive about are clearly shorting or wanting a better buy price and it is exhausting to watch, long term holders also know that when the markets are 'depressed' this share can struggle against it a little, couple that with all the negativity and some nonsense on here today, here we are, however personally, just bought a few more, I know why I have but anyone new, don't buy until you also have researched, RNS's, interviews...

No - long term investment (and trust me I have been here for years) 'provided that the underlying value of the security increases over time, a warrant increases shareholder confidence'