Member Info for nomadicinvestor

Tweets are legally treated as an advertisement for a company. No new news is permitted but anything that is an update of announced news is fine. It is an interesting topic by the grey nature of the line, it isn't set what is and isn't allowed but generally most companies err on side of caution (except Musk for a brief period!).

It's totally fine to give daily site updates on construction progress or drilling. It falls into RNS category if the news gives market sensitive info like water contact depth or oil shows. Although by it's nature, giving updates does effectively tell the market "all is good" or as expected anyway, which is relevant to shareholders but not meaningful. If relevant bad news happens the company is required to RNS asap anyway.

I view companies twitter in same way as proactive investor interviews. Never new but always good to receive information in a slightly more human form rather than in the coldness of RNS.

Good article. Should see a very good 2026 for Hex. The price has held up remarkably well given there has been some delays on the timeline, all be it nothing untoward. Be interesting to see price reaction to production first and then signing off-take after solid production is ratified. Two massive catalysts near term.

Ignore the noise is my recommendation to anyone. £3m mcap for the potential is good value imho.

Deadlyduo - I am invested in GEX (have increased my holding by 10k today, doubling down if you wish). Why did you join the LSE board in july this year and have posted 500 comments, all seemingly on GEX? This is unusual behaviour...

Anyway, as above, I have been watching the price drift down and feel this is the time to increase my holding. Added 10k in two tranches. It is a bit of a binary play at the moment, as it could well hit 0p. I am of the opinion the JV will be signed and the mcap will recover into drill. I'll assess my investment again before drilling but believe even as a recovery play on JV signature that the sp will do a few multiples of here. £10-20m mcap pre-drill is totally reasonable.

Have had an investment in here for a while. Still believe there is a good opportunity and upside. Since the share price has been on the downward trajectory, I've been watching and holding for when to add. It happens countless times that no news causes drift at early stages and once things progress the low share prices were an opportunity rather than a hindrance (not guaranteed of course).

I feel like the price is now at that level. Assuming no news imminently, I will likely top up over the break. Why wouldn't I when the sp has halved and the company is now 6 months on. Put this in the riskier basket and happy to accept it going to 0p, it may also be 30p quite easily.

When 30p goes it will go big. Looks like market is waiting for that production RNS to land. Still very happy with holding here.

In my long time following AIM and particularly with mining stocks, although it applies to all, I have noticed that it is quite easy for companies to hit the £400mcap figure at least once. Typically it does not hold and usually ends up back to £100m or less. However, it is a reoccurring number for whatever reason that might be. I suspect GEX will get there and suspect probably 50-75% dilution in that time. £400m with 75% dilution would still leave SP 20x today's. This is my target - £1 basically.

It will happen concurrently. Suspension ended news will come at 7am and gives an hour to release other relevant news.

There won't be a RNS until GEX is out of suspension.

Personally, it is up to the company to make minor adjustments to workflows - it isn't material information in relation to the market.

Been invested since late last year (i'll be honest, the big drop in Nov made me buy in after following on the side for a while). Ramped up in the last week as feels like getting to the proper catalysts. Look forward to reading everyone's contributions on the board, hopefully over time I'll have a little input of my own but catching up to do on the detail.

Bought back in November as liked the price and space. Seems like some trivial permitting with minor delays has provided an opportunity to acquire cheap stock. Question is, will it drop further? ... For me, I don't mind if it does, will happily acquire at £5m mcap.

Interestingly HL will not let me buy even small amounts - £1k being rejected. Anyone else finding this?

Surprised HL still not credited cash, dividend or allowing GTE trading. In my experience HL are quicker than most to process transactions. Have a hit list of stocks and crypto ready to purchase. Only buying one stock on AIM .. had to hold something on it just for the fun - Georgina Energy.

JMort - I am on HL and they are also in dollars and appear on NYSE. Not sure why as scheme arrangement said GTE shares would admit on LSE.

In any case, I plan to keep the GTE shares for now - mcap of $195m including i3e is cheap. May take a while but there is value there. Won't be adding to the holding.

If selling for the 450, be interested to know what the deal value in real terms ended up. An all cash offer at 13p would have been better route.

Okay, happy i decided to sell half my holding at 12.65. Limits how much gte ended up with. I'll hold until i3e is embedded into gte shareprice. Interested to see what happens.

Given how many voted for the deal to go through vs how many voted against, it wouldn't take much for the Mix and Match to work. If one larger investor elects to receive mainly shares then that will cover the small amount of pi's who may elect for all cash. That is my thoughts anyway and given they have offered this, I suspect it has already been agreed that a larger shareholder was willing to do this. They will know pi's will all want cash.

SDM - you need to hold for the divi. The record date is the same as the scheme date - 6pm 30th Oct.

I considered selling out because I don't want GTE shares. Given how many shareholders didn't vote and also how many voted for the deal, would suggest to me that the Mix and Match might actually work out. I'll be applying for 100% cash.

GoldnOilDigger - the vote won comfortably. Unfortunately small retail private investors just think differently. Take the money and put it somewhere else. If you really like the asset then GTE is a choice, will be interesting how many i3e institutions follow the asset.

Personally I'm done with oil and gas. Also aim, at least for now. A few years of riding funds is my plan.

Bobrad - it's all in the RNS. All we need to do is chose mix and match preference, unless your happy with current split. Otherwise sit back and you'll have the cash and shares in your account at the beginning of November.