Member Info for LordWM

With (some of) the reserves confirmed for Rudyard and Helix fully funded to drill further Rudyard wells and bring them all into production, survey more at Rudyard to increase reserves further and fully test Ingomar, Helix is insanely undervalued. I see no downsize risk and think this will be a multiple of the current SP by mid year.

I’d be very surprised if we don’t now see a rising SP with large jumps as more progress is made.

We should be closer to £1 before the year is out, possibly way more if Ingomar delivers (which was their sole initial target).

GLA, I’m into Helix in a big way, I hope we all get rewarded.

Not what we expected, but reasons for the raise are well explained. Don't forget Bo diluted himself so I'm happy that this is the best course of action.

I suspect we'll see some media today giving more colour to recent events, they normally give interviews after announcements.

Good luck all, we're in for an exciting year:

- Fully funded to profitablility

- No more dilution needed

- Funds for further value creation and exploration

- Strong newsflow In Q1 & Q2

- Further reserves to be confirmed at Rudyard

- Incredibly undervalued at todays SP, valued at next years earnings!

- And the big one, potential game changer at Ingomar - this was their main primary asset, Rudyard was just an add-on that came later!

Price spiking, is news coming I wonder…

I haven’t been here for a while since I sold out. Could anyone please say if Nanoco have a strategy and what the plan is please? Anything been announced by the new CEO?

And I believe that after paying back well costs (3-4 months per well), virtually all of their revenue will be profit. So current market cap is close to end of 2025 EBITDA - that's even more bonkers and we can all expect a re-rate as those numbers approach (I also believe we'll have a re-rate when the confirmed Rudyard reserves are published).

We need the confirmed reserves for Rundard and some debt funding, then the only risk is project management/execution. That's before you consider Ingomar results, which could be huge!

This is why I'm not bothered about short term fluctuations. It feels arrogant to say this and I hope it desn't come back to bite me, but it's not often that you can clearly see something that the market hasn't yet grasped.

Only a problem if you want to sell today (I suspect hardly anyone does).

Exciting times for people still building a position or new investors.

GLA.

Welcome Redmoor, you joined at the perfect time. Derisked and ready to take off.

I suspect Bagzzz is a short term/day trader, looking for small incremental gains. If the SP drops they buy and use triggers to sell at a small profit, so they profit from volatility. I suspect this can pay well if you know what you’re doing but it’s high risk, and you miss out on large longer term gains from value investing.

On the plus side, it traders can influence the SP down, it enables value investors to buy low or average down (I’ve done this), and hopefully benefit if the growth we hope for comes about.

Bagzzz, we’re all friends here so happy to stick my neck out re my prediction for 18th April.

This is what I believe will happen in the next 3 months:

- we’ll have confirmed reserves at Rudyard (suspect immediate re-rating as this is confirmed helium in the ground that’s easily accessible due to the gas mix, with the processing plant already purchased).

- They’ll publish debt finance details to take us to first cash flow and also fund further wells.

- They’ll have stimulated, tested and published results for Ingomar.

AIM stocks seem to be unloved and Hex have very limited shares in issue making them unattractive to institutions. What the market won’t ignore is profit and dividends, so when we have a clear roadmap to first revenue and maiden dividend the market will react.

So, if I’m being super conservative and assuming there’s no value from Ingomar, I’d guess at a 100% gain of 32p (but I actually think it will be considerably more).

Sit on your hands for 3 months Bagzzz , you’ll be rich.

Don't get burned Bagzzz, don't leave it too late. Train's leavin, time to jump onboard.....

Gino - re the timing from Ryder Scott, in the Teams call a week before Christmas DM said that the data could be published before Christmas but likely just after. So I suspect we'll have this any day. Short timeframe.

I'm definitely a longer term investor and not a trader.

If you've seen my posts about Hex you'll know that I'm VERY bullish about the potential here. I've said this before, but I've now finally taken my full positon with Hex, adding more today due to the (IMO insane) SP weakness. It's now around 9% of my portfolio, SIPPS and ISAS. I'm feeling very happy with my average of 17.67 and I'm bucked in for what I hope will be a very fast ride over the next few months with further testing at Ingomar and first revenue at Rudrayd.

Good luck to all holders, traders as well. My advice to any new eyes on this board is to read the RNSs, watch the interviews and do your own math.

I'll likely zone out now and watch from teh background, unless I feel I have anything valuable to contribute.

taken my full

They should be running at a minimum of $20m annualised revenue by the end of 2025 as they bring the 5 wells online, and be dividend paying in 2026 after repaying some debt finance, that will take 3-4 months per well.

Helix should be valued at a multiple of this (5x - $100m at least), plus more for the Ingomar potential.

The stimulation and testing at Ingomar is fully funded, so within the next few weeks we should have results and a potentially HUGE helium and/or hydrogen discovery.

So what will drive the SP to a realistic valuation?

- There's very low liquidity due to the small amount of shares in issue. This makes it an incredible invetsment for PIs who trade in smaller volumes, but institutions can't buy a meaningful amount so won't give it a second glance, except for one or two and the odd family office.

- The market is likely waiting for confirmed reserves numbers before acting.

- They could be paying a sustainable and regular 5-10p dividend as early as 2026. As this approaches Helix won't be ignored.

At 15p, I can't remember a stock with so much potential.

I'd be very surprised if they didn't publish another interview/update today/tomorrow, based on previous behaviour.

They often update the market, then give a little more colour in an interview, especially if the response doesn't make sense.

Seems we have some more day traders under different names. Well thank you whoever you are, I'm hoovering up at these prices.

My average is now 17.72 - delighted.

This is an incredible company and short (and long) term opportunity.

- First revenue Q2 2025

- 5 wells at Armsden in 2025 ($4m revenue per well), which will be bought into production as soon as they're drilled.

- Ingomar, potentially a much larger target for Helium and Hydrogen, that could dwarf Armsden, to be tested imminently.

- A management team that are experienced, honest and delivering, time and again.

GLA, my advice is read the RNSs and watch the interviews, all the evidence is there for everyone to see.

This has to be the highest potential UK listed stock for short term gains. It’s astounding that it’s drifted this low when the news has been clear and continuous. I’m so glad I’ve been adding at these ridiculous prices.

Congratulations to all holders.

Love it. And I added even more today at 15.48! Can’t help myself, this is so undervalued with the existing proven reserves, before you even consider the potential at Ingomar’s primary targets.

𝐀 𝐛𝐢𝐠 𝐲𝐞𝐚𝐫 𝐚𝐡𝐞𝐚𝐝 𝐟𝐨𝐫 𝐀𝐓𝐎𝐌𝐄 in 2025! 💥

We’re gearing up to deliver our breakthrough 145MW Villeta Project in Paraguay, which is 𝐭𝐚𝐫𝐠𝐞𝐭𝐢𝐧𝐠 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐨𝐟 𝐮𝐩 𝐭𝐨 260,000 𝐭𝐨𝐧𝐧𝐞𝐬/𝐲𝐞𝐚𝐫 𝐨𝐟 𝐠𝐫𝐞𝐞𝐧 𝐧𝐢𝐭𝐫𝐨𝐠𝐞𝐧 𝐟𝐞𝐫𝐭𝐢𝐥𝐢𝐬𝐞𝐫 🧪 – a massive step forward in sustainable agriculture! 💚

We also look forward to sharing updates on our growing pipeline and exciting new initiatives that are set to revolutionise global food production! 🌱

As we charge into the second half of this decade, our mission remains crystal clear:

𝑯𝒆𝒍𝒑 𝒕𝒉𝒆 𝒘𝒐𝒓𝒍𝒅 𝒑𝒓𝒐𝒅𝒖𝒄𝒆 𝒎𝒐𝒓𝒆, 𝒘𝒊𝒕𝒉 𝒍𝒆𝒔𝒔 – 𝒎𝒐𝒓𝒆 𝒔𝒖𝒔𝒕𝒂𝒊𝒏𝒂𝒃𝒍𝒚! 🌍

See how our green nitrogen fertiliser will spur the future of efficient, sustainable crop growth 👇

https://www.linkedin.com/posts/atomeplc_greenfertiliser-sustainableag-cleanenergy-activity-7285279650535075841-ff9Z?utm_source=share&utm_medium=member_desktop

It must be a terrible environment to raise long term finance, with so much uncertainty around interest rates, inflation & bond prices. Here's hoping we can get someting signed and break ground very soon as this is significantly late.

I'll be much happier when a PPA is agreed for the second project, as there now must be significant competition from other sectors for the green energy (other hydrogen production, datacentres, even crypto mining).

And we could really do with an investor update as the latest presnetation on their website lists a load of deliverables for H2 2024 that were all missed. I was expectign strong newsflow and have loaded up with Atome, we got very little.