Member Info for LordWM

We'll be a £1b company this week the way we're going!

I’m pretty sure I remember Bo delicately commenting that being onshore US based is a huge benefit to Helix.

Https://www.youtube.com/watch?v=0VzAbfToOfw

It's worth recapping on a couple of points around offtake discussions, which are probably concluding right now.

1min 13 seconds asks about offtaker strategy.

3 min 6 seconds is very interesting and talks to the challenge they have right now.

- Having a liquifaction unit opens up direct sales to a global market (most customers want liquified helium)

- They have to add more wells and gas volume to make a liquifaction unit viable

- To drill more wells/add more capacity, they need to sell helium

- They are interested in both long term supply contracts with distributors (lower price) and also higher spot price supply with end users.

I assume this means that, in the mean time (ie now) they can sell to a more limited number of end users who don't want liquified gas, or sell to a major distributor that can liquify and sell on.

Majors won't want Helix building their production and selling liquified helium, competing with them on price

Therefore, they'll be in some very complex discussions where majors are trying to tie up all of Helix's supply of gaseous Helium for a lower fixed price (so that Helix don't have capacity to add a liquifaction unit), while also seeing what they can sell directly to end users in the spot market.

I wonder if signalling the possibility of scaling to the point where they get a liquefaction unit is a good negotiating tactic from Helix.

All in all, very exciting and all will become clear very soon!

Challenging the 12 month high soon. Lots of news imminent, the re rate is long overdue.

Buckle up!

Things in Russia/Ukraine aren't improving, we could well see another Ammonia fertiliser price shock in the short/medium term.

And Viletta is the smaller project in Paraguay! A lot of value in the project pipeline.

Well I’m enjoying watching this one rise and rise. Seems we have several tail winds, global demand for copper increasing and natural disasters reducing supply competition. Enjoy fellow holders.

Well I'm aroused. Wasn't expecting ATYM to spike like this today. Happy days.

Nice SP movement, looks to be building as FID approaches. We could do with more media or pics of the site being prepared, if there’s anything to see.

So much to look forward to with Atome, need to get the first project under construction then visibility of the next projects.

"with target closing and FID remaining end of September"

Could be a good time to top up, suspect we'll see a very strong SP reaction when they confirm FID and start the build.

https://polaris.brighterir.com/public/atome/news/rns/story/x4050pw

Fingers crossed they're breaking out the cigars, then we can get building.

Gotcha, thanks.

And Nanoco's argument has always been that there is no way to manufacture CFQDs at scale and the right quality for consumer devices without using their patented methods.

JBongo - Nanoco will have looks closely at LG products to establish if CFQDs are included, I'm sure Nanoco wouldn't start a fight like this without being confident of infringement.

Have you seen reports of LG saying they don't use CFQDs? I wouldn't be surprised if they deny infringing Nanoco's patents, but I suspect they won't deny using CFQDs if they have, as it's easy to proove.

Not so sure. One big difference with the Samsung case was that Samsung challenged Nanoco's patents, and lost. By that point they were already deep into litigation and Nanoco's cash was running out.

With LG, they know the patents are proven so I believe Nanoco will apply for an injunction instead of teh damages they sued for with Samsung. I believe an injunction is quicker and would be very damaging to LG as they wouldn't be able to sell affected products in teh US.

LG know that Samsung didn;t fancy their chances in court ans settled at the 11th hour. They will know that any qualified litigation funder will take this on because Nanoco will win. So LG are more likely to settle more quickly, or acquire Nanoco IMO.

Just an opinion, and happy to be corrected if I've not remmebered correctly, I've tried to move on mentally from what happened with Samsung!

You have to pay for the full article, I don't have a subscription.

Https://www.linkedin.com/posts/atomeplc_why-food-giants-are-willing-to-pay-extra-activity-7359134955752366081-Ifuj?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABzGrIBjQ2QYg6J0Liv23J8LdttO1_CLc8

Anthony talks about their valuation relative to peers in this video at 18.35

https://www.proactiveinvestors.co.uk/companies/news/1074675/solvonis-targets-alcohol-use-disorder-with-phase-3-innovation-one2one-investor-forum-1074675.html

I'm the same Brock With ii, paid in my ISA but not the SIPP yet. Suspect takes a little longer to process for some reason.

Same, I messaged Interactive yesterday, said they’ve not received it.