Member Info for obmuj

Ahh. You mean the Youtube video. Sorry. I thought you meant the BBC link which first posted by StotheB (1.18pm) and subsequently, sammy.

Https://www.bbc.com/future/article/20250331-why-helium-shortages-are-worrying-the-world

I see a video (4 years old) but was not referring to that.

Folio. Maybe I'm being a bit slow but where is the video link. I read the whole article; couldn;t see any link to a video.

StotheB - "Very" interesting article (your post 1318). Useful alone for its informative nature covering many aspects of helium use and a "hint" at HE1 in there. Very good. Every little bit helps. Nice find.

Analysts at Canaccord Genuity raised their target price on Zephyr Energy from “14.0p to 16.0p” ...... following the publication of the group's hotly-anticipated 36-2R production test results.

State 36-2R achieved a peak production rate of over 2,100 boepd, consisting of roughly 1,590 boepd of gas, and approximately 510 boepd of condensate/light volatile oil at peak production…..

….. with these condensate yields "INCREASING" towards the end of the test”.

This a very strong result landing towards THE TOP END of Zephyr's expectations and implies an attractive commercial profile using non-hydraulic stimulation methods.

"Management believes that the wealth of data from drilling the State 16-2, 36-2, and 36-2R wells, alongside 3D seismic, core samples, stimulation data and recent production test results provides a strong offering for potential partners to gain comfort in the potential of the Paradox acreage," said the Canadian bank.

Canaccord added that success at Paradox could also potentially be a catalyst for attracting a partner at Zephyr's neighbouring Salt Wash helium play.....

and all this BEFORE the lateral extention from about 150 feet to over 5,000 feet and introduction of the new fibre optic technology, perforation etc.

What's not to like + ISA year ending and beginning (£40k tax free). Get in there.

Dai2belts - If I read you correctly I am unsure the fibe optic cabling involves explosives. I would think the fibre optics goes in first to "get a picture" of where to lay the 16 sectioned perforation charges. i.e. fibre optics, take pictures, withdraw and then mark up the perforation guns, down the hole, position and..................fire!

Just in BBC World Service. No joint announcement will be made public.

Without stating the obvious, I suppose, if there is an extention, this can only be good as this means discussions are continuing.

C.Colin. If I may respectfully point out that you read crusty pete's post of 09:17 (and any other over excitable posters). It sums up succinctly what the RNS was about - Unaudited, Condensed and Consolidated results - for 6 months to end of last year. Hence no fireworks.....for now. That will come when the ML is finally announced as agreed, accepted and secured whihc, imo, is nailed on. Very simple really. I now will switch off (suggest others do too) and head for the excitement of the week; the Lidl weekly shop. Have a nice weekend everyone.

Frank Gardner just stated on BBC -

"A ‘frank’ exchange in a phone call is usually a diplomatic nicety for sharp differences of opinion, bordering on a row."

I guess it would be almost impossible to expect these two to be "nice" in the genuine sense. Oh well, nice little respite for the citizens of Ukraine but most likely back to war I fear.

Probably get the SP moving up tomorrow..................for a while and maybe longer over the next part of the 30 day "truce".

Stopping bombing on energy infrastructure. Brilliant. Carry on killing people it seems.

Kremlin demands no more mobilisation or rearmament during the 30 days. I hope it works both ways.

As has been said; Putin playing Trump.

What a fiasco.

Ditto papaduke.

20 years and counting doing this and my Buys and Sells wrong way round 50% of the time. Sometimes it's obvious but many times, when mid price (obviously) you can't tell and sometimes the price may move quickly up, after a trade, so it shows up in the Sell column. No doubt many will say it's the MM's "helping their friends" (I love that one) and many itterations of that + the usual conspiracy theories.

Main thing is we are turning a nice shade of blue at last and hope we can get past 5p "before" the well resutls, to trigger, perhaps, a march swiftly to 7p (where we have been before anyway so only a case of "renewed" excitement for me. .............Vane.....Rose.....Zephyr (yaaaaawn).

Might shout "Allez Les Bleus" tomorrow but only because it will make me think of the ZPHR SP going up.

Nearly there.

Hi yoshie. Thanks for your reply. Just to be clear, I have been in EUA for many, many years and I am very aware of its operations. At one point I had well into a high 6 figure value here (yes, greed stopped me selling when this was 40p). I have sold out, in tranches, but hence why maybe my point was missed. As I clearly stated, I have my finger on the "BUY" button (hardly deramping, which I assure the other poster, is not my intention). I genuinely just posted my gut feelings which surely must be seen by many; i.e. it really is a gamble which way this might go . I clearly hope for success but feel the timing is not right. It really is a toss of the dice....at the moment.

Tbh I can't get my head round why this is making the SP rise; i.e. everytime it seems Putin and Trump are close to merely having a chat or agreeing anything. We are talking about a British listed company on AIM. Obviously it "is" having a positive effect everytime the media states Putin may agree to this or that; then, when he adds conditions and it all seems to go the other way, so does the SP here. It's enough of a gamble at the best of times as can be seen fover the last years when it was up in the 40p+ range and went down to sub 2p but who really can say whether this will plummet back there or hit double figures all based, it seems, on which way the Trump/Putin double act - well, acts or reacts. I have to admit to having a finger on the BUY button (again) but can't bring myself to do it. It is just too risky when there are better and less risky options out there. I can't see 40p coming anytime soon although it might happen in a year or two. Too long to have sleepless nights especially when, as stated, dealing with Trump and Putin; two complete mad men.

BBE - Youre comment on ISA'.. Spot on. Probably 3 full value (£20k) ISA Buys gone through now.

Not Bed 'n ISA's either as no close matches.

I'm waiting for 6 April to be fully ISA'd so this delay is great from my point of vew.

3p or even just under is fine by me although I think this is more likely to climb now than drift.

All looking good. 🤞🤞🤞

Oops -typo. response (2nd word).

My reposnse post on the other board:

Thanks for that link Tima441.

Very interesting indeed.

More or less sums up most of the pertinent points on everyone's mind.

The potential here is for a sudden surge after the 36-2 result.

The SP right now reflects those concerned that there "might" just be another issue with the well but those who actually listen and have evaluated the potential should this produce "the figures Colin specifically mentions" are in for a very profitable future with ZPHR.

I liked the way he answered the different routes the company might take and a very genuine (imo) reminder of consideration of shareholders.

Ignore the SP now (still a handful of T traders; no harm in that as I have had a few with ZPHR) and soon 3p will look ridiculously cheap when you also consider we have been at 7p+ without being anywhere near where we are now.

Hold or Buy.

Ii. Working fine for me.

T traders mainly. That’s all.

As we approach the final days of the extended 36-2R well - lateral drill:

. Successful result of State 36-2R well second phase production test

(And that’s just for the 130 feet. Now another mile approx. I make that 5,150

feet MORE!)

· Peak production rates achieved during the second test were over 2,100 boepd.

. Very significant production rate for an onshore U.S. well with only 130 feet of

completed reservoir interval. (“Note – 2,100 barrels and only on 130

feet.”)

· The acidisation generated very high reservoir deliverability.

. Enhanced reservoir productivity.

· Highly positive for the development of the play

. Potential for substantially reduced reservoir risk

. Removal of the need for costly hydraulic stimulation as used in other U.S.

onshore resource plays.

· Variable liquid-yields were observed over the second test; ALL are higher than

State 16-2 LN-CC well

. At the peak production rates in the second test (Northern part of acreage),

. condensate/light volatile oil represented approximately 510 boepd, and these

liquid yields were on an increasing trend at the conclusion of the test.

. The elevated liquid yield has the potential to be a significant driver of

improved economics and may increase recoverable liquid volumes across the

Company's Paradox project acreage.

· Continued evidence of almost zero water production, another potential boost to

the well's economics by material reducing the need for expensive water disposal.

Conclusion: What’s not to like here and days away from commencement of final

testing.

​​As you say RP2020, here's a reminder of almost, exactly one year ago to the day from I.G. and acts as a taster today of what might follow when that ML drops.

"Helium One’s share price, which has risen by over 600% in a matter of days,....................

and

Refinitiv data shows a consensus analyst rating of ‘strong buy’ for Helium One, by only one analyst though, with an upside target at 20.00 pence, a 967% rise from current levels (as of 7 February 2024)."