Member Info for nomadicinvestor

Cheers reserved - appreciated.

Miker - do you have a link for the 45min podcast? I've found a 6min clip from Zak Philips of Oak Securities on youtube. Full podcast would be great.

I'm not one for chasing boards for actions, or minding if timelines slip. Doing the work properly is critical and I know myself from project based work, unexpected things can happen. I'd prefer they set hard targets than accept defeat from the outset.... However, I am a bit surprised we still have no news? What do we think is the hold up? Mainly saying this because the company did so much PR pre-christmas stating that we were only weeks away.

What are peoples thoughts on new timeline?

Hector - how much are you in for? I have just over the 500k shares. This is mainly because I did a big purchase at 2.5p on Hogmanay, kept holding out watching the drift and at that point it was so plainly oversold. Being honest, I bought thinking about a short term trade but the news that landed changed that view completely and now letting it run. It's also easy to do when the trade is sitting ~150% up overall.

Thanks Mike - I hadn't seen that note before, but had read about the numbers and was surprised. All makes sense though.

A huge amount of risk has been removed with the recent non-dilutive funding. I will be holding for at least a year and fully expect to be over the £100m mcap in that timeline. The compounding here is incredible value, even after the recent rise. When you put the ~200% rise into context, GEX hasn't even returned the mcap to previous highs. Lot's to go.

Given the rise, I wouldn't read too much into a 500k shares buy or sell. I own more than that and I am certainly no where near being an Institutional Investor. £500k, maybe that has merit to discuss.

Calm down F1 driver, not everyone has time to read every post. In fact, I find it quite disturbing when people do.

Lots of posts on 11p. This will be 20 - 40p in the short term. That is still just around the £25-50m mcap. It will take successful drills etc to then move to the next level, but a funded drill with this resource, will comfortably sit above £25m valuation.

The one piece of information we need to see is the offtake deal - how cheap are we giving it to get the finance sorted? In a sense, it does not matter, as this funding method is much better than dilutive funding. However, forward looking, the market will want to be able to price income to truely understand the cost of this financing package.

I know there isn't too much negativity here, which is good. It is very surprising (and a good sign) that the sp has held up so well over the last 6 months. In most companies at this level that drag would see a sp drift. Staying in the high 20's tells me that when news lands, it is not going to be a small shift, I can see HEX taking a step up to around the £100m mcap plus.

No stress, let the company take their time and do it properly.

It is interesting the mcap is still only half the value of the funding the partner has approved. Fully expect a £50m mcap here in the short term (in H1) and £100m within a year.

Assume management strategy will be to sell. Given their skin in the game, I can't imagine it being sold for less than fair value. Looking forward to watching this play out.

This was 10p before hydrogen and before funding. It will easily get to the £25-30m mcap with this news prior to drill. I can see a 50% rise tomorrow and then several days of 20-30% rises until it reaches closer to 25p. It is so undervalued.

My other helium stock #HEX has an mcap of £50m. I see #GEX catching up to that over the coming weeks. This is the year of helium and these are the two plays. Good luck all. Today is a great day.

RNS is better than expected. Non-Dilutive funding as a forward looking strategy is incredible for shareholders, it takes away the single biggest risk in small cap stocks. Currently a £7m mcap. GEX can easily be worth £50m before drilling and all going well, it would not be hard to see £500m mcap in a year or so. That is 70x multiplier from today (my shares would be worth over £2m at that price). Happy to hold.

I posted at length about the use of X/ Social Media a week or two ago. Unfortunately the issue with being 'good' at it, is investors become expectant and a cold period leads people to question progress. X has nothing to do with progress. If there was market sensitive issues such as unforeseen delays due to suppliers or site conditions, this would be delivered in a RNS first. The lack of media on X is perhaps due to them being so busy and wanting the production news to have maximum impact - drip feeding a market is not the best approach.

Predict the rise to continue - when these things turn, they turn. As posted, I did a major additional buy-in on the 2nd at 2.58p - timed it well it seems.

15-20p pre-drill?

If Mt Winter 25% acquisition is completed and GEX own 100% of a high concentration hydrogen well ... even conservative initial mcap could see a 10x rise from here.

Like I said the other day, the best time to buy is when everyone else thinks there is no hope and nothing has happened for months. We were given a great opportunity here to substantially compound our investments.

Leakyboat - thank you for all 40 of your posts on LSE being on GEX and all 40 of them being negative. Have you met DeadlyDuo? I think you'd get on ...

Megapixel - it is the best strategy for small caps. I've been investing small caps for over 15 years now and the first 5 or 6 were such ups and downs, I decided to buy 20 stocks at 5% of folio each. I ended with 4 stocks after a year or so - 2 were taken over and 2 I sold. Since then I now only start with 9 or 10 stocks and get down to 3 much quicker. I'm on my fourth round of this and it works for me. No matter how much research I do, until I am invested it is impossible to really track how a company is performing. It also makes selling "duds" or "maybe come good" easier and integrated in the process from the start. It is a high risk strategy but one I'm comfortable with.

The other stock is currently GEX. It's helium also as I prefer to back one market - have had sets of gaming, health, uranium, oil, lithium and now helium. Again this is what you are told not to do but if I believe in a market then I back it. Georgina Energy is a much different play than here though - HEX I plan to be in long term until taken over, GEX I went in heavy only last week as some delays which I don't believe are fundamental, have knocked the mcap way down. Simply recovering to IPO price is a 5x increase from here and I believe this should recover close to IPO prior to drilling in the summer. The resource is massive there but potentially a lesser delivering board than HEX.

Final point on my strategy - it begins with backing mainly new companies, a few months after IPO. Over the years I noticed a consistent retrace when companies first come to market (join market for funding and natural lag between receiving funding and actually delivering any news). So I buy after a couple months below IPO. Where this works well, is generally, even poorish companies on average do okay in their first couple of years. If you back 10 new IPO at random and 10 stocks that have been around at least 5 years, I am fairly sure the IPO set will outperform in following 1-2 year window.

ManOMan - this is exactly where I see value in GEX at the moment. There is no reason for pre-drill to not be at same mcap, or if anything higher, than at IPO. Therefore, whether the drill is successful or not, I believe there is a good chance for the mcap to recover to near IPO levels by the summer. That would be 5x current share price. If this happens I'll sell and watch the results from the sideline.

For what it is worth, this is my thinking:

GEX has three "binary" events:

1) will it drill?

2) are drill results successful?

3) can it get production to market

Likely timeline:

1) 6 months

2) 9 months

3) 24 months

Risk / reward:

1) Massively in favour of shareholders due to potential rise, with risk being relatively low (I believe the board can organise a dill)

2) Good but gains are always tampered by the question whether they can deliver on number 3

3) Low as very difficult to get over the final hurdle and where most miners fail. Reward is big if successful but very high risk.

Buy when it all seems lost. GEX is a classic example of sentiment running away and an oversale. Fundamentals are still good and the opportunity is now huge with the depressed price. I can assure you when this moves it will move quickly and that multibag compound opportunity will reduce rapidly. I am now heavily into GEX (and another similar ticker) - GEX is about 30% of my trading folio. I expect a big result here, purely by recovering lost value. Long term, I'm not so convinced with management but let's see. Without doubt value is waiting there now but I do consider this high risk but with very high reward.

I've had success in the past by going all in on a couple of stocks. At the moment, HEX is one of those for me. I renew the cycle every few years - start by investing in 10 or more small caps with high potential and one by one sell the stocks that aren't progressing/ wider market isn't aligning. While adding to my preferred stocks. 40% of my trading folio value is now in HEX and I'm very comfortable with that. It will make money in 2026, how much is the question.