Member Info for onsolidground

Do you honestly think that Kelso have been nullified and especially with OVMH having bought Kelso shares also and sided with them.

There are a lot of things in that Linkedin post today that imho say MM is trying to use the Peel Hunt report to try and assuage disgruntled shareholders who are staring at a post Apollo Plan B share price of 61p and it follows on from his last one where he seems to spy a challenge at some point. Read todays post again.

Happy though I am at the undervalue highlighted, don't expect me to be ecstatic that in my own view it would actually have taken 3 years since the Apollo Bid (1 year to date plus the further 2 years suggested) to surpass what I think they offered.

" THG shares should be worth 272p within 2 years"

No guarantees either that it will get there.

The fact MM used HIS own money to purchase Kelso and the fact that even with any partnership HE wishes to keep 51% control tells me all I need to know about his mindset.

Over to the next numbers which are critical and that's with well publicised Redundancies across Ingenuity and the Group, THG Nutrition not having had a great quarter supposedly, Vivek resigning, 30 Million extra shares dished out as reward with the share price where it is and No great "publicly disclosable" information to countenance things.

Have a good evening.

Indeed Canary but we seem to have turned down £2.00 to £2.50 imvho off Apollo (Please don't tell me it was any higher than that) and Plan B now sees us at just over 60p.

So pleased though I am with all that Peel Hunt have to say, their present price target is underneath the Apollo bid price and to get to the higher valuations requires work or a stroke of capital event luck (and for it to be put to shareholders).

Next numbers here in a few weeks time in my mind are critical ones.

Crafty hindsight being such a wonderful thing I wonder what everyone's thoughts, with hindsight, would be on the Apollo Bid and bearing in mind it was presented almost one year ago to the day and had the door abruptly closed on it. Never did we ever get to hear the number.

That said though it was valuing THG Ingenuity alone at significantly higher than the circa 65p it was trading at prior to that bid and with significant value on top for THG Beauty and THG Nutrition so you would presume that maybe it wasn't such a bad offer after all. It had to be in the £2.00 to £2.50 price range imvho.

So given Peel Hunts present Target Prices is under the Apollo Bid (and Belerion / King Street bid price) and with their

revised target prices reflecting further progress, then maybe it wasn't such a bad offer after all and should have been put to all shareholders.

So much though I appreciate Peel Hunts broker note highlighting the value gap we all know exists please don't patronise with Iain Mac Linkedin response to a PI on Linkedin.

Kelso by the way seem to be abjectly quiet on THG at the moment.

"Peel Hunt suggest some increased public disclosures on our 3 businesses, to better educate the world on the story & inherent value. This will be taken onboard."

Is that comment actually for real!!

Kelso actually effectively reviewed THG one full year ago for free and recommended to them, amongst many other things, to RNS and RNS Reach (public disclosures) more to enhance the understanding of the business. THG decided to pay lip service to it and ignored it. They also blanked the share BuyBack suggestion and the Seperate listing of THG Nutrition and here we sit at 60p. Instead we got Linkedin posts and no longer the stiff upper lip approach and the share price is actually sat where it was at the time that we decided we were going to now speak out.

So whereas I have no problem in agreeing with Peel Hunts valuation gap and applaud the effort to get the share price moving upwards again the question I have in my own mind is how much of the present value destruction has actually been caused by the present individuals not doing things which would have been share price supportive a year ago.

It looks like an attempt to either get the share price up prior to next numbers or to try and get Institutional Investor shareholders onside for what might be to come. That's just my thoughts.

Would that be the same Steven Whitehead who in Jan 22 sold £8M worth of THG that were being held for him by Matt Moulding. dyor. Crashed the sp by about 20% back then.

Mind you he has probably got most of them back in Incentive shares given the generous awards for the last 3 years.

Both Noble and HE1 are sat on oceans of Helium and nothing has changed that since the 4.7% Helium and 2.2% Gold Hydrogen RNS. Only Noble multiplying their Gas Cap by a factor 6 and stating that this is a "Unique and Prolific Helium Play Like No Others Anywhere In The World.

The only things thats changed is the Half price sale stickers on HE1's shares

One looks like a Bed and Isa but there is a further 225k purchase on top.

Nice to see a bit of blue for a change.

Makes for a better day.

Bb1978 this will have been a very good quarter for CARD as it took in Valentines Day and Mothers Day.

Next up Easter which falls on the 31st March which also falls in the same quarter.

Its not only the key dates but the fact they have raised prices in a measured way and there are far more £1.29 through to £1.99 and £2.99 cards on the shelves now than what used to be an abundance of £0.99 cards of a year ago.

So much undervalue here.

Excellent comments off Energean today about the CHAR / Loukos deal sealing imminently and at this time there is not one penny of value attributed for that huge deal and all the money that will fall into Chariots coffers as a result.

Yesterday we had the Transformational Energy side of CHAR business put up for strategic review - and it alone valued at 10p

Https://www.proactiveinvestors.co.uk/companies/news/1043383/chariot-transitional-power-business-potentially-worth-10p-a-share-american-investment-bank-1043383.html

So not one penny for the Energean deal.

Not one penny either attributed for the Onshore and what should be a highly imminent announcement on Rig mobilisation to the gaufrette drill.

Nor any pennies attributed either for the Green Hydrogen arm of the business.

A move back into double figures tomorrow to be fair would only be the start of it stepping back up to where it rightfully should be.

Easily the best Oiler out there at the moment.

Your perfectly welcome to hand your shares over. Dropping and manipulating the price in the past did work but to be fair the volumes have been vivibly tailing off of late, as has been the intensity of the FUD, most of whom seem to have moved on and leaving only the sad ones.

Alternatively you may spy the potential on what seems to be a blatant opportunity at these levelz.

It's not just Shaun Scott that's talking about the Prolific Helium Producing System at Rukwa (unlike anything else in the world.)

Just come across the same video and well worth watching for it applies to us even more than Noble as we have 4.7% Helium and 2.2% Hydrogen as opposed to their 2.46% Helium@ Noble.

Keypoints.

Explains the uses and is shrewdly linking Helium to the Semiconductors industry and the AI industry, Helium Shortage 4.0 and the need for geopolitical diversity, also Exploring the worlds best untested helium system and aiming for largest primary Helium reserve in the world. Explains the Rukwa basin well and the geology and what makes their project the one – does mention us as part of the “other activities” as a massive de-risking step and that they “are just scratching the surface”. What news to move the share price up? They are designing the appraisal program atm + securing the equipment. (June / July). Definitely talking to off-takers at the moment also. Reasons to invest. Thinks they are massively undervalued and at $40M they are sat on literally Billions of dollars of Helium …

Mitigates the downside risk question by stating that they have enough cash short term for their immediate needs and appraissal. (I'm thinking we have also done the same with the £4.7M raise on top of what we already had).

Lorna needs to do similar interviews or Investor roadshows over the next month or so if @Noble has started with a + 25% uptick from German Investors.

https://www.youtube.com/watch?v=9CC6ZwUcHSs

Its good enough for me.

Definitely and underrated stock.

You just ignore them mate and do your own thing.

You gotta be in to win.

My beloved has been whispering in my ear over the last week or so that the Sephora website has been down and every time you searched it was coming up with an error message. Might have been good for traffic diverting to the THG Beauty websites. Now back up and running though as of this morning.

Can anyone advise if its had a makeover? It does looks more vibrant than I seem to recall

Back on the ascendency.

No charts required, was forming its own higher lows.

The promise of 3 interest rates coming in the US helping sentiment of course.

It suddenly starting to look like a wholly different company.

£10M from Energean on completion looking imminent

News on the Star Velley drilling rig moving to our location highly imminent

Strategic review of Transformational power which might also bring in a buyer.

Its probably one of the best in the Oiler and Gas sector atm imho

Thanks for the reminder PubCrawl and in reality nothing has changed, except its half price sale again @ HE1

The share price may have moved but what's under the ground at Rukwa just keeps getting firmed up with find after find and increasing numbers. Two large finds on two wells for Noble Helium and then our own success at Itumbula.

We're still sat on 4.7% Helium free flowing to surface (unstimulated) and 2.2% Gold hydrogen on top and several layers of geology all with heightened Helium levels, all the way down to Basement. In fact the same that was there at 3.2p, 2.5p, 2p, 1.5p and where we are now.

Worth watching this interview and digesting what both Noble Helium and Helium1 have found, and on what is described in the interview as a "Prolific Helium Producing System Unlike Any Other In The World" and the fact they are after a "fit for purpose drilling rig" which we just happen to have "hot stacked" presently and ready to go etc...

https://www.youtube.com/watch?v=wM7Z31qbEqA&feature=youtu.be

Here's details of Noble Helium's finds.

https://nextinvestors.com/quick-takes/nhe-lab-results-increase-net-pay-by-over-two-three-times/

and the latest update on the free flowing Gas Cap which just multiplied by 6, 9kilometers North to South and 3 Kilometres East to West @ 20M height.

https://nextinvestors.com/articles/nhes-probable-free-gas-cap-6x-bigger-than-expected-this-upcoming-drill-will-find-out/

Then here our own Helium1 contribution.

4.7% Helium and 2.2% Hydrogen Free Flowing to the Surface

https://www.lse.co.uk/rns/HE1/itumbula-west-1-well-flows-helium47-to-surface-h3ozbl2v33bohu1.html

And elevated Helium levels on several layers of geology

https://www.lse.co.uk/rns/HE1/itumbula-west-1-well-has-successfully-reached-td-vmkkvswza9v67ua.html

Can't be far off getting some Lab sample results back anytime soon (that's the ones they sent off) and if those please, then watch the mark up and the remewed feeding frenzy that re-emerges.

Crafty, I'm pleased as punch for the PAI Partners deal for Beautynova for it saves us bidding for it and probably overpaying.

Note the term - majority stake.

Hi Crafty I just saw you mention it and thought here we go again. Sorry you weren't the initiator.

YesImabeliever, reference a partnership deal I am simply going off the fact it has been mentioned from the time of the door being slammed abruptly in the face of Apollo and it hasn't happened since then, and despite several airings of this being MM's preferred way since. Still nothing so up to this point Nobody has been interested. Would you seriously hand over your money to MM for a bit stake and leave him in control. No you would wish control yourself.

Anyway its ticked into the blue which is pleasing.