Member Info for mickey1122

I hear things going to get AMAZING here .

You guys are up to no good lol

Torino after the bank holiday Monday this will start to transform. He’s involved with a few companies as many are . You’d be amazed how your finger can be in a few pies and knock it off.

Wave 👋

Party soon 💥

Rather wait for news

I’m still interested TRY but very concerned time is not on our side if Callum doesn’t start some comms

ENET 2

Nice one Omar . If it looks, walks , sounds like an idiot it just might be . But aim investors refuse to see imo

At face value, this is a strong operational/commercial RNS for a tiny helium producer — probably one of the more important updates Helix has released since IPO.

Key things that matter:

* They are now actually selling helium, not just drilling/promising.

* A real industrial gas buyer has agreed to take 100% of current production.

* Spot pricing is apparently “substantially” above IPO assumptions.

* The buyer is adding trailer logistics themselves, which is a good signal demand is genuine.

* The company says it moved from first gas to revenue generation in ~3 months.

For a junior AIM resource stock, that transition from:

“exploration story” → “cash-generating producer”

is usually the biggest de-risking event.

That said, there are still several caveats.

What’s genuinely positive

1. Commercial validation

The biggest risk with small helium plays is often:

* purity,

* transport,

* finding buyers,

* or getting stranded without infrastructure.

This RNS addresses all four.

A “large industrial gases group” taking all available supply strongly suggests:

* the helium spec is acceptable,

* logistics work,

* and there’s a real market pull.

The buyer arranging more trailer capacity is especially notable because logistics are often the bottleneck in helium.

⸻

2. Spot prices above IPO model

This matters a lot.

They’re basically saying:

“Our economics already worked conservatively — and actual realised prices are materially better.”

That can massively improve project economics because helium margins can be huge once production is flowing.

Even modest production can throw off meaningful cash flow if pricing stays elevated.

⸻

3. Production scaling optionality

Current volumes are only:

* ~30–40 Mcf/day delivered initially.

That is still small.

But they mention:

* three producing wells,

* more wells available,

* scaling discussions ongoing.

So the market will likely extrapolate future production growth.

⸻

4. Tight helium market backdrop

This part is probably true.

Global helium supply has had repeated disruptions:

* Qatar outages,

* US reserve depletion,

* geopolitical issues,

* semiconductor/MRI demand.

High-grade non-hydrocarbon helium projects are relatively scarce.

That macro backdrop helps all helium names.

What I’d be cautious about

1. No pricing disclosure

This is the biggest omission.

They say:

* “substantially above pre-IPO assumptions”

* but give no realised price.

So investors cannot yet model:

* revenue,

* EBITDA,

* payback,

* or valuation properly.

That’s normal commercially, but still limits transparency.

⸻

2. Volumes are still tiny

30–40 Mcf/day is not massive production.

Depending on realised price, revenues may still initially be modest.

The excitement here is less:

“they’re suddenly huge”

and more:

“they proved monetisation works.”

⸻

3. Spot market exposure cuts both ways

Spot pri

Here looks primed and so does Mendell .

But not all , all of the time

So you were happy with everything you heard ?

I like that too

Get ready imo

Very strong RNS.

M3 acquisition complete, £5m secured, Rost 2 completion underway, expansion plans already moving.

This now looks far more like a genuine helium growth company than a speculative shell.

Most bullish part for me:

plans for 4 more wells + second helium plant. Management clearly believes Fort Dodge scales commercially.

If Rost 2 delivers, I think this rerates hard.

Really bullish . Stockbox guys loving MDH . Hold onto yer hats and build good holdings ! imo

Big gains or Omared 🙀

Bit of a wait however our time has come

Very strong buy

Maybe so but when we shift it'll be hard rise imo

And guess what its imminent