Member Info for LordWM

Just applying for an injunction initially make sense.

If granted LG immediately want to reach settlement to continue sales into the US, Nanoco only agree if they compensate for past sales/infringements and if LG take out a licence.

If LG for any crazy reason don't reach a reasonable settlement, Nanoco then sue for damages after they have the injunction in place (as the injunction prooves infringement).

Another thought, the legal action potentially makes Nanoco more attractive to a PE investor who can fund teh legal action directly. They'll analyse the evidence against LG (in Nanoco's data room) and may like the risk reward on offer to acquire Nanoco and fund the litigation.

So we have a couple of possible short term price catalysts:

- LG settling quickly to save money, knowing they'll lose in court eventually and will have to pay damages and take up a licence.

- Nanoco could be acquired.

Hi TG2D

Before going to court it helps your legal action if youre tried to engage and resolve the issues, using legal action as a last resort.

I suspect Nanoco have known for a long time and have been requesting information around how they manufacture QDs at scale, that they suspect LG may have infringed patents, etc. LG likely had a few meetings, didn't reveal much, longed things out, few letters back a forth, etc (exactly like Samsung did). LG likely hoped Nanoco would fizzle out, knowing they could settle if things got serious (which they now are).

For Nanoco, it woudl be crazy initiating legal action without knowing they could fund it and see it through. I suspect they're funding initial staged directly, but will have a Legal funding partner in the background ready to go. They're unlikely to struggle and probably have the previous funder lined up, at better commercial terms as there's less risk this time.

Correction - "could double Helix's current HELIUM reserves"

TL - There's still time to buy, you don't need to post nonsence.

But for any new eyes:

- Helix have stated that they're not entering into long term offtake contracts, they'll sell directly to end users at spot prices to get higher prices. Although if offered an incredible price to guarantee supply they may take this (and it could well happen), but that's not the intention.

- Ingomar Flathead has some of the most exciting Helium and Hydrogen shows in North America, which could double Helix's current Hydrogen reserves at Rudyard and provide a commercial Hydrogen find on top. They're Ingomar after the Grouse nesting restrictions (July/August). In the mean time they're prioritising the race to first revenue at Rudyard to fund all future development work (ie they're now fully funded/no dilution).

I think very unlikely, that have other large holders and have said time and again how being transparent and listed helps with government engagement for licensing and IDB investment.

Just adding to the injunction comment, I think last time they sued Samsung for infringement and lost revenue. People questioned why they didn’t just apply for an injunction which prevents any product sales (in the US) which is cheaper and faster. Suing for infringement gets into complex discussions quantifying loss etc, plus that had to prove validity of patents which has now been done.

With an injunction, if successful, it immediately brings the infringer to the table to settle so that they can continue sales.

So Nanoco have to prove to LGbtgat they’re serious, can fund the legal action and are determined to see it through. Suspect this will take a very long time but like Samsung, will be settled before the it gets to court.

The hope is that LG recognise the cost of defending this and settle more quickly.

I think they’re going for an injunction this time, isn’t that a different strategy to last time, cheaper and faster?

That's a calendar year high I believe. Suspect this will fly shortly.

Good luck to everyone, hope we're rewarded for our faith in this excellent company.

I bought in again at the end of the presentation, got in below the price I sold at on STArmageddon day.

I think Nanoco always lacked a proper sales, marketing and go-to-market capability. The new CEO seems 10x more commercial than BT and I like that he's hired 3 sales people and that they're more more visible at conferences, expo's etc.

It seems likely that there are lots of infringers (including Apple?) and he talks positively about a more focussed sales effort, identifying and targeting customers. If they can conver these to trickle revenue and get closer to licence agreements/legal action with infringers, there's more scope for one of the larger infringers or a PE group to buy the company and fund legal cases/scaling up the business further.

It would be awesome if they sold all assets and distributed cash to shareholders, could happen within the next 12 months giving big upside to the current price.

I'm happy to take a small gamble on this happening.

That X video post is like a scene from Mad Max, but with Helium and Hydrogen as the new currency instead of oil.

This is why I’m here:

The Jan 23rd RNS (Rudyard Reserves and Economic Model) said:

Reserves of 355 million cubic feet of helium calculated by Aeon Petroleum Consultants Corp. ("Aeon") on northern dome only

Net Revenue $115.2m over 12.5-year life of field and peak sustained post-tax cash flow of $15-25 million per year using a flat helium price of $500/Mcf

Bo said in the latest video that historical drilling identified 2.6bcf of Helium at Rudyard, and their own drill data enhancing historical data make them believe that Rudyard is a 3 to 4 billion cubic feet Heluim field.

That’s approx 10x the amount of confirmed Reserves and revenue stated in the RNS.

10x, for Rudyard alone, over $1b net revenue, excluding any Hydrogen they may find. Plus we have Ingomar in July where they have incredible Helium and Hydroheb shows in the flathead.

I think this will take off this week, esp if we have positive early news from the current drill.

DYOR.

I wonder if there’s a lag with the time sales are booked. If so we should see an improvement in next quarter's numbers.

Markets are closed tomorrow and Monday for Easter, gives a long dark period while the drill is turning.

We could possibly have an RNS on Tuesday with early drill news.....

This is looking very good. Bo talked about potential for 20 wells at Rudyard alone earning $4m pre-tax profit per well = $80m annual pre-tax profit!

If they find further Helium or Hydrogen in the Flathead within teh next week we'll all be rich.

Then we have Helium & Hydrogen at Ingomar in July.

What a life changing stock this could be.

GLA

Https://x.com/HelixExp/status/1912512092336246801

Nice video from CASALE, this is a big moment

https://www.linkedin.com/posts/casale-sa_greentechnology-greenfertilizers-decarbonization-ugcPost-7314925151043641344-2q1U?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABzGrIBjQ2QYg6J0Liv23J8LdttO1_CLc8

If the project definitely happens and they get to production in 2028, then everything will be OK and the SP should be significantly higher than anything we’ve seen since IPO. This is another important sign that it will happen, and also suggests they’re finally keeping to the guided timelines of FID in H1.

I’ve just added to average down.

They won' be worried at all. Nothing has changed re Hex's ability to extract and sell Helium in teh next 3 months. This is being driven lower by the tariff was and general sentiment. It's not nice seeing this in the red, unless you have more cash available to buy at this incredible price.

I added a little at just under 13!