Member Info for LordWM

They have to RNS soon, confirm what the market knows, then we'll see where it goes.

Now the secret is out and the SP rising, will be surprised if there isn't an RNS today, or tomorrow latest.

Great find Chromo!

FID is landing.

Where do people think the SP will end on announcement?

And looks like we have some price action, could be about to land.....

This will be a great reward to all longer term holders, we've waited a long time for this.

Hope you all managed to average down when teh price drifted.

I’m loaded up, ready for first Helium, offtake news, transition from pure explorer to a production funder growth company, further Rudyard helium news, first of a kind in the US hydrogen news, further Rudyard well targets, updated and significantly reserves statement and a plan to further develop Ingomar. It’s going to be a very busy few days, weeks and months.

here’s a link to the imm telegram group. people who are abusive or spam constantly get removed, it’s a good space to share research and views.

h t t p s://****/+lcz3feutppa0m2q0

"Heading back to 5p imo once people realise no deal at this conference."

I hope so, I'll be buying on the way down if so.

I'd much prefer it if people joined the IMM Telegram group, it's much more civilised and if people spam or annoy others they get removed.

It works very well with other stocks.

Yeah, the bank's probably put a stop on deposits, no more space in the vault.

Skegvegas then?

I managed to add below 7p there :)

"So, where is the £1 party going to be held lol"

£2 party = Vegas

£1 party = Barbados

£0.5 party = https://maps.app.goo.gl/geGQ59MaxT9HYq4f6

GLA, here's to a stella Q425

https://atalayamining.com/investors/financial-calendar/

I have a feeling they're working with UK labs for hydrogen evaluation, possibly a university? If so it may take a few days to transport/ship the samples.

As an emerging field, it may take time to not just evaluate the sample, but also to understand the extraction and processing method, how they'd distribute the gas, cost to build a plant, before any hydrogen partnership can be agreed. If clean hydrogen were available at scale, we're talking about a transformational change to green/clean energy, so it will take time for demand infrastructure to build (eg hydrogen power plants).

I may be wrong, woudl be v happy with fast news on this because it does cloud the roadmap (again, it's any hydrogen potential is hugely positive).

We have a few workstreams and todays RNS confirms all are moving forward.

- Plant should be finished within a week or two and producing helium, so by end of Jan hopefully. The compressor has been the cause of delay for some time, it's now onsite so just engineering work now which is within their control = no more major delays with production.

- Offtake discussions ongoing with multiple parties, so we haven't yet settled on a single partner. Sounds like getting a knockout offtake deal with a single major hasn't been straight forward. I wonder if hydrogen potential is causing uncertainty - if it were a straight Helium play then it's easier to predict production levels and pace of new well development/ramp up. With hydrogen, Helix don't yet know what they should prioritise and what the largest commercial opportunity is. If Helix have to invest more exploring hydrogen, before they can sign a hydrogen partnership deal, this will affect pace of Helium well development (and what they can commit to with a Helium off-taker). Again, we know roughly what the helium potential is or could be, any hydrogen presents huge upside so although we have uncertainty now, it's better to have the possibility of the upside.

- Inez should be completed by 19th Jan, then flow tested and hooked up for production. I'm guessing full Inez results some time in Feb.

- Hydrogen - Bo and the team keep coming back to Hydrogen and we're seeing more discussion and analysis (like the weekend Linkedin article). This is an emerging area (White/Gold Hydrogen). With luck it's there, the Precambrian coring samples will hopefully confirm this, otherwise it's back to plan A with Helium production and well expansion,

- Reserves update - this will be exciting when it lands.

What I'm hoping we'll see:

- First Helium production and offtake news - end of Jan

- Inez flow results (Helium) - Before end of Feb

- Update re Hydrogen potential - by end of Feb? (no idea how long this would take to test the Inez samples)

- A major update confirming what we're prioritising, update on field development (seismic and/or next well location) cash position, whether we're pursuing a Hydrogen partnership and ideally a reserves update (upgrade) - end of Q1

- Ingomar - clearly the priority is Rudyard, but would be good to get a sense of when we'll go back to Ingomar.

We've had some minor delays getting production over the line and it should be big news when it's announced. I'm happy overall, keeping with my prediction of 'no more 20s' by end of Jan.

I just sold out, too many good opportunities right now.

Wish you all the best of luck.

It’s an incredible price right now, below my average.

Hello all, I’ve been buying as much as I can this morning at close to 7p.

Looking forward to the ride with this one, seems insanely undervalued considering the slightly overdue partnership news.

GLA

I sold some a few months back but glad I held most. Loving the copper run we're having.

It looks like there’s a quick 10% upside available here based on the current SP, have I got this wrong?