Member Info for lordloadsoflolly

Art123 - the issues with Eurofil & others were that they:

a) posted the same thing incessantly &

b) totally contradicted their negative comments one minute by claiming to have bought in the next

Fair enough to hear a balance of views (both positive & negative). But not from the same poster at the same time.

Yes, all markets are currently down today, so that won't be helping any shares.

If it's Oberon reducing here, their holding was 10.694% (13,191,621 shares) as of 30th July. You might have thought they'd go for chunks of more than 100,000 shares at a time, which is the maximum reported trade so far today.

But I guess, if a significant holder wants a controlled partial exit, they might do it in smaller volumes like that to try to stay under the radar and keep a controlled market until they've finished.

If it's an II reducing, we should know soon enough via a TR-1 RNS.

Hard to tell what's going on.

The biggest reported trades so far today have been for 100,000 shares a piece.

Wouldn't have thought that would significantly move the SP, but something clearly is:

www.londonstockexchange.com/stock/HEX/helix-exploration-plc/company-page

DonCoxothe1st - to answer your question "Why now"?

I guess if you're an institutional investor who got in around 10p this spring, you'd be more than happy to exit now (or at least halve your holding), having doubled your money. A bird in the hand and all that.

To be honest, I'd have done the same if I'd bought in at IPO. Sadly, I dithered too long before buying, but am currently still in the black. Though it's getting more marginal each day at the moment!

But surely the question is why do they need ANY further capital at this stage, when sales have remained relatively pedestrian?

Let’s not forget they arranged a placing only a year ago to raise up to GBP30 million, as well as a retail offer of up to GBP3 million. They also entered into an agreement with HSBC to extend the term of their USD35 million revolving credit facility to May 2026.

Where exactly has all last year's cash gone? It certainly hasn't hit the bottom line.

Bigbench - agreed. NOTHING is nailed on until we get an RNS saying that commercial levels of He have been detected.

Despite Bo being an expert and having put his money where his mouth is, every investor here (myself included) is still taking a calculated risk.

As for Hex's latest post: "Significant gas-in-soil anomaly at wellhead demonstrates #Helium in system." a) I'm surprised they can say for certain that it's definitely Helium gas at this stage - without risk of institutional investors taking legal action if this ultimately proves false & b) what they omit (because they simply don't have the evidence either way yet) is whether there are COMMERCIAL quantities of said gas.

As a holder here I'm not trying to deramp. Just attempting to paint a balanced picture.

DonCoxothe1st - it’s clearly not yet a “nailed on discovery” (at least, not in commercial quantity). Otherwise the share price wouldn’t be where it is.

They've simply GOT to purchase those INC options, as they're currently so well in the money.

It would be negligence if IMM's Directors did anything else.

DonCoxothe1st - I agree the escalation in Tehran is worrying.

Surprisingly though, it hasn't upset global markets so far. They were up significantly yesterday & again so far today.

I think Hex's current downwward share price movement has more to do with institutional investors (possibly Oberon ditching a bit more?)

Piworld - thanks for the link.

Don't forget to submit your questions to them too, allowing plenty of time.

I did this for the last webcast & can confirm they do actually address them, as they answered mine last time on the day.

I'll post my questions here once submitted.

Badsterman - Cliff originally implied TEK’s role was to incubate the companies through to IPO, rewarding investors with gains once they floated.

Not to be the long term bank of mum & dad, continuing to provide finance in some instances & holding on to all the spin off shares whilst they drop. And drop. And drop.

Tek’s share price tells you all you need to know about this cunning plan. Glad you’re so pleased with how everything’s panning out.

Perversely, I prefer investments that actually make some money.

UltraInvestor - thanks for that link.

It was an interesting interview, though he's said a lot of it before (and for some time now).

I liked the gentle sideways swipe at Drew when he talked about understanding & aligning with the market, rather than just being an academic research company.

There certainly is a lot to be excited about. But it's whether IQE can finally deliver after so many false dawns. Americo certainly stands a better chance than his predecessor. Whether he succeeds is still anyone's guess. The share price suggests a high degree of scepticism still for the time being, but I suspect things may change dramatically over the next 12-18 months.

Crypt - that's the current position with ISAs. As I said before, I doubt it'll change, but nothing's guaranteed.

After all, a few weeks ago, Wes Streeting said the planned cap on social care costs wouldn't be interfered with. Yesterday Rachel Thieves-&-Deceives said it had been scrapped altogether.

ISAs have always been subject to IHT, so best to use them up first in retirement if you've also got a pension, as pensions aren't liable for IHT. Your pension beneficiaries will, however, pay income if you die age 75+. And you, too, will pay income tax on pension withdrawals (after the first 25% on defined contribution schemes).

Why the tax system can't be simplified is a question worth asking of the new government. Though simplification would probably just lead to higher overall taxation again. So perhaps best we keep quiet!

Badsterman - think you'll find the main/only things Cliff's waiting for are his next pay cheque & bonus.

DonCoxothe1st - the only current concession I’m aware of for Aim shares held within an ISA is IHT exemption for most (but not all) companies.

The other benefits (no divi tax or CGT) apply to all ISA-held shares.

I doubt they’ll go after these, as there are probably bigger fish to fry & it’s rare to change tax benefits retrospectively on savings/retirement vehicles. But you never know, now they’ve “discovered” a black hole most of us kinda knew already existed!

More likely, I suspect, that CGT rates will be aligned with 20% & 40% income tax bands. And that IHT & stamp duty thresholds are reduced.

Guess we’ll just have to hope Hex produces sufficient gains to shield us from the worst!

CaptainJack1 - wise move.

He repeatedly told us Hex would fall below 20p (perfectly possible, but it hasn't happened since he started posting).

He then proudly announced on 26th July "I'm in first tranch bought and will see where this goes into August".

Assuming you believe he bought in (which I don't), he's totally ignored his own advice. Even more incoherently, he's now back to posting negativity, despite having had zero opportunity to profit from the first tranche he (never) bought.

You couldn't make it up. Only he does that.

Dallo - as I correctly said, we are NOT currently in a close period.

LY interims were on 31 Aug. The two years before that, 30th & 29th Sept respectively.

Cm22 - the keyword in your post is "ongoing".

Tek's ongoing "under"valuation will continue until it actually shows its business model can make some money for investors.

So far, the exact opposite continues to be true.

GoldGirl - we're not in a close period. Final results were published on 5 June.

Martinu - IMHO that quote (linking Slimbiome to Wegovy) is simply jumping on the bandwagon. A bit like all the companies trying to convince investors right now that they've huge AI potential.

Until Slimbiome actually starts generating significant sales in the £ multi millions, it's all just noise.

Opti needs to stop producing university studies - which simply tell us what we already know - and start selling.