Member Info for mickey1122

Omar has to go now !

One word

Mendell Helium plc is trading at a frankly ridiculous ~$3.9m market cap with ~125m shares in issue, despite already being a producing helium company with revenues, infrastructure, and funded growth. As it stands, Mendell is effectively the only genuine helium producer heading toward AIM, in a market where peers with no production routinely trade at many multiples of this valuation. The second Rost well is funded, partially non-dilutive, technically upgraded, and expected to outperform the first — meaning output, cash flow, and credibility all step up before an AIM re-rating even comes into play.

This is where it gets spicy: AIM investors don’t price potential — they price production and scalability, and Mendell has both. A live producing well, a twin well imminent, recompletion opportunities with known high flow rates, and a clear Fort Dodge field development plan in a structurally supply-constrained helium market. Layer in EIS, institutional backing, and a realistic AIM admission pathway, and the disconnect becomes obvious. At $3.9m, the market is valuing Mendell like an explorer — but it’s behaving like a cash-generative helium platform in the making. If AIM happens with even modest execution, this valuation doesn’t look cheap… it looks unsustainably wrong.

From the Release

Chevron confirmed it has joint ventures in Namibia. They hold 80 percent of PEL 82 in the Walvis Basin, with partners NAMCOR and Custos Energy each holding 10 percent. Chevron also operates PEL 90 in the Orange Basin with NAMCOR and Trago Energy. They are now planning to accelerate exploration in PEL 82, aiming to drill a well between 2026 and 2027.

Come on the pixies

This is unreal

Explorers follow producers on a ultra strong gold price

Nice one Chesh

Monthly old boy 1.4$

IMO

Amen to that dickie

From Justin

“ #Silver approaching $100 and #gold $5,000, while producing miners have witnessed outstanding returns, junior explorers are yet to respond. I expect the disparity between these valuations will soon close.”

Man the bottle merchants here , we are just starting that’s why the SP is bonkers low

Interesting

Come Gorge & Juno !

3.60 odd . Aim entry 5p min bid

Nice find Lucky

I know Omar can like all of us get over excited however that tweet is very positive imo

We will be alright here hold em tight. The GGP boys will throw some decent cash into this which reminds me GGP was in exactly our current position for a good while with CB and the same drillers . Western Australia ticks all the boxes

Namibia offshore update:

Eco Atlantic & Navitas have signed a strategic framework agreement that opens the door for Navitas to take an interest in Eco’s Namibia Walvis Basin licences (PEL97, PEL99 & PEL100) as part of future asset options.

This growing interest bodes well for #GEO Exploration Limited’s PEL0094, which is also in farm‑out discussions, highlighting rising appetite for Walvis Basin exploration. #Namibia #OilAndGas #EnergyExploration

🔗 Read the Eco Atlantic–Navitas announcement: oceannews.com/news/energy/ec…

Tells me morale is at an all time high for next week.

Strong Buy