Member Info for LufupaLion

Just a bit of idle AI to agree with or take with a pinch of salt.

Helix Exploration is viewed as a highly attractive acquisition target by market analysts due to its recent vertical integration and secure North American supply.The strongest indicators for future takeover interest include:Strategic Integration: Helix agreed to acquire the Keyes Helium Complex in Oklahoma for US$11 million. This transaction uniquely positions Helix as the only independent US helium producer that owns both its own reserves (the Rudyard field in Montana) and a fully operational liquefaction facility. Controlling the entire supply chain makes it an ideal bolt-on acquisition target for major industrial gas companies seeking to secure domestic supply lines.

Critical Asset Replacement Value:

The Keyes plant acquisition was completed at roughly a 65% discount to its replacement cost. Replicating this kind of facility today would cost upwards of US$31 million and take over five years to build. This creates an immense barrier to entry for competitors, increasing Helix’s value to established industry players.

Self-Sufficiency and Cost Control:

Helix acquired its primary drilling contractor, Treasure State Drilling, for US$600,000. By bringing their drilling rigs in-house, they eliminated contract day rates and mobilization fees, reducing development costs across their upcoming multi-well campaign.Secure Domestic Supply: The geopolitical stability of having 100% North American production (bypassing Gulf shipping routes) is a major selling point in current offtake and supply negotiations

JC-

You float in here every now and again with words of wisdom with your little crew of investors. There are some who say the FCA……

It will probably hover between 22-24p until the placement churn has settled and it then moves up.

Agreed but retail are not like that. Many are a bunch of jibbering wrecks who the market may want to test tomorrow.

We’ll see.

There could be a pull-back tomorrow as new retail placees get their first opportunity to sell and bag a profit.

Smartpunter. I’m not convinced but I hope you’re right. Retail investors invariably take a small profit especially in these cash-strapped times.

Anyway.. I have some cash on the side in case we see 21 p. Who knows.

Are people expecting an avalanche of selling on Tuesday morning as 22p placees cash-in for a modest profit?

Very poor from AJ Bell. They need sort out their staff. Amazing how other brokers could notify clients.

AJ Bell totally silent on retail offer. Poor show.

Scratch- There’s no doubt we have underground argon. The question to be answered..is it free from isotope 39?

Underground argon can have its \(^{39}\text{Ar}\) levels elevated through radiation. While underground argon is naturally shielded from cosmic rays, it can sometimes be produced in the subsurface through localized radiation. This can be as a result of reactions between minerals like potassium and thorium.

I think there’s more chance we have commercially valuable argon free from isotope 39 but the tests will tell us.

Ezhik- You sound like you’ve had a tough time. I hope things improve.

Another thing I’ve read today is the fact that this new plant can separate argon from helium. This will be massive if current tests show we do indeed have extremely valuable underground argon.

The Keyes Helium Complex in Keyes, Oklahoma, is a crucial infrastructure facility housing both historical government purification facilities and a modernized, independently owned cryogenic helium liquefaction plant. It is one of only six operating helium liquefaction complexes in the United States independent of major industrial gas companies.The Original Facility: The U.S. Bureau of Mines built and operated the original plant in 1959 to extract helium from the helium-rich Keyes natural gas field, primarily to support the space race and Cold War. The original government extraction plant ceased gathering in 1979 and closed in 1982 due to gas depletion.

Current Plant & Cryogenics: In the 1990s, a new private helium refining and cryogenic liquefaction plant was constructed adjacent to the original site. This facility purifies crude helium and cools it cryogenically to liquid states (below -268.9°C or 4.2 Kelvin) so it can be shipped in specialized, insulated tanker

Yes especially when you can buy just under the mid-price so all my buys today have been listed as sells.

Ha. I mowed it yesterday but point taken.

Sticking with the garden theme, I’ve got a problem with two crows. I made the mistake of feeding them with mealworms a couple of weeks ago as merry as it was watching them feeding for a few days, the meal worms are now gone and the crows have turned nasty. They smash on my bedroom window with their beaks every morning from 4.30am and make a terrible noise. The wife is having kittens.

I know if I buy another tub it will just make matters worse.

I always thought the system allocated by simply looking at mid price at time trade was made. If it was above mid it was classified as a buy if below a sell. To keep changing the column it sits in throughout the course of day is plain bizarre and I’ve never seen it before.

Now just moved back into the buy column. Weird.

They’ve spent most of the day moving buys to the sell list on advfn. . One in particular has moved at least 4 times over the day. It’s the 50k at 10.53am. Now suddenly back as a sell. I know it was a buy. I’ve never seen this behaviour before. It must be someone over- riding the automated system.

John Henry- Did you message of 20 mins ago disappear?

It’s now back as a buy.

The 50k trade at 10.53am was initially shown by the automated system as a buy which was correct as the price paid 26.50p was clearly above the mid price. It then looked like someone over-rode the system to make it appear as a sell. This is when the price went mad for a few minutes. Weird stuff afoot.