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PolishCap I think the focus for the AGM might end up being replacement resolutions against TGL, Matt Moulding and John Gallemore and it will all hinge on the destruction in value of the share price and not taking market appropriate steps to ensure shareholder value.

OMVK are definitely aligning themselves with Kelso as a clear message

We are now 2 years and 1 year after 2 bids for the whole group, the lowest of which was 170p and here we are at 60p and struggling to get 200k traded, and that Jeffries article last night didn't read too well on THG Nutrition.

Everything hinges critically on these next numbers.

There's far more at play here than just Iain Mac and if the present strategy is failing to deliver then some need to be held to account and step aside permanently.

Quick Question for anyone who has the Index details.

Will Tullow be leaving the FTSE250 today as the article suggests.

The share price seems to be being artificially depressed for some reason and with very little interest of late.

Indeed Js15 that's why I switched off yesterday and will probably be doing the same after this post. I just set price alerts on my phone and if they trigger I tune back in and top up.

Shaun Scott, the CEO at Noble I respect for his previous endeavours at Arrow and turning a 20M business into a 3.5 Billion takeover target, and he knows his stuff, and if he is saying that on the Rukwa basin we have "Prolific Helium System Unlike Anything Else Worldwide" then I believe him. To be fair Nobles Mbelele 1 and Mbelele 2 wells have hit some huge reservoirs and a massive gas cap. Then we have our free flowing 4.7% and 2.2% Gold Hydrogen. We also have been saying the same in that its a Unique and Prolific Helium Producing System.

I'm just grateful that 2.5p 10 days ago has given us half price opportunities.

Not interested in the R. Soles you get on here as most are non-holders, traders or just saddos and you make my own mind up off the facts you know and away from bulletin boards.

GL with your investments.

Now its a bit quieter maybe take some time and watch, read and digest.

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, and back to Half price sale levels.

So you take advantage of the blessings that the market presents you with, and in a disciplined manner. Feel free to hand over as many shares as you wish or,

Perhaps watch the interview and Digest what both Noble Helium and Helium1 have, and on what is described in the interview as a "Prolific Helium Producing System Unlike Any Other In The World"

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

Here's in part how the above comments from Noble Helium's CEO have been arrived at.

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

and the latest update on the Gas Cap x 6

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

Then here is Helium1's contribution.

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

and 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

"But Iain’s THG journey doesn’t end here. I'm so grateful for the huge impact Iain has on THG. And so, thankfully, he’s agreed to dedicate more time than ever to us by becoming an advisor, working closely with our 3 businesses to deliver their strategies 💪 "

Absolutely Incredible !!

Thanks for posting Yorek.

Thanks for posting also.

Jeffries are clearly putting across Management's preference for partnership as opposed to seperate listing at this time. So whay all the spending on seperation and Results comments alluding to it.

Just correct me also if I'm wrong here but have we not discussed something similar to this in the past and for this partnership don't Management create and issue a whole load of new shares to whoever takes a stake and the money goes to the company, rather than them purchasing shares in the open market. Wasn't there chatter about the ability to do this on a previous AGM resolution?

It might be the current preferred route for Management or publicly stated preference but after what happened to Softbank and having watched the value destruction of the share, who would be tempted.

Nobody has thus far been tempted by that route in any of the last 2 years and it's probably why we are where we are.

No mention of Ingenuity unless I missed it?? Maybe no ripe yet for a partnership perhaps?

Number of posts has been consistently dropping over the last few days as has been the volume so it shouldn't be too long before we are left with those happy with what they have, solidly holding and taking the opportunity with any dips.

Then don't be surprised if it moves back up on very little volume, or on the smallest of catalysts, or up pops news when you least expect it.

Best just to switch off and not engage with the trolls.

That's what I intend to do, so have a good evening.

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, and back to Half price sale levels.

So you take advantage of the blessings that the market presents you with, and in a disciplined manner. Feel free to hand over as many shares as you wish or,

Perhaps watch the interview and Digest what both Noble Helium and Helium1 have, and on what is described in the interview as a "Prolific Helium Producing System Unlike Any Other In The World"

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

Here's in part how the above comments from Noble Helium's CEO have been arrived at.

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

and the latest update on the Gas Cap x 6

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

Then here is Helium1's contribution.

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

and 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

I was thinking the same. Wierd today.

The question is will OVMK lend out their near 2% at some point between results and AGM?

Massive refinancing completed that looks like its putting them on a firm footing moving forwards.

Given MM's penchant for Aston martin I wonder if he might be investing over there as well as Kelso?

Prolific Helium Producing Basin Unlike Any Other In The World

He1 have got 4.7% Helium and 2.2% Hydrogen flowing UNSTIMULATED to surface.

Its like a game of chess, Kelso being the chessboard.

Nice to watch this unfold fully.

In the background it's the City and major shareholders that will decide the fate of some I suspect through the share price movement.

This confirms my theorising that the next set of numbers are absolutely critical for THG as OVMK are pinning their colours to the mast by backing Kelso with a shareholding.

They are clearly not happy with the present situation - AND LACK OF DIRECT ACTION TO UP THE SHARE PRICE.

This is going to be a cracker of an AGM for what's coming.

I did flag the Volume increase and the Usual doubters will realise things when it hits them in the moosh like a wet kipper.

Kelso imvho will be looking to replace Board members or force through changes.

Volume backed rise today irrespective of the UT.

dyor.

It just goes to show Ddj that if you ignore them and starve them of the airtime that they crave with replies then they throw in the towel and give up speaking (in all probability to themselves). They need an audience that responds to them.

Same needs to happen on here imvho

Prolific Helium Producing System Unlike Any Others In The World

Watch this video and digest the information for yourselves. Both Noble Helium and Helium 1 are drilling on the same Rukwa Basin and presently some 70km apart. Both have multiple plays in multiple licence areas. For full picture visit their respective websites.

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

Here's in part how the above comments from Noble Helium's CEO have been arrived at.

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

and the latest update on the Gas Cap x 6

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

Then here is Helium1's contribution.

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

and 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

Plenty other information around to let you supplement this if you dyor.

Just in response.

The figure quoted by Lorna Blaisse, she herself stated was conservative.

Secondly this is a free-flowing rate from the Basement.

Not one bit of stimulation has been involved any point.

The one thing people are overlooking at Itumbula and that I'm equally as interested in is this

"The well has been successfully drilled to 961m MD and has reached its TD in granitic Basement. The well encountered elevated helium shows, over twenty times above background, whilst drilling through the Lake Beds Formation, Red Sandstone Group, Karoo and Basement targets. Elevated readings and an increased frequency of helium shows were encountered whilst drilling through the faulted zone."

We only know about the 4.7% Helium from the Basement. There are 3 other layers here with reported elevated Helium shows.

Noble Helium btw only drilled the shallowest Lake Beds formation and got two large reservoirs of Helium, the combined depth of which is the height of the Rock of Gibralter.

"Net Reservoir thickness increased across both wells

NHE confirmed that net reservoir thickness increased by 3x for Mbelele-1 and 2x for Mbelele-2.

Net reservoir thickness for the two wells now sit at 148m (Mbelele-1) and 271m (Mbelele-2).

NHE also confirmed high porosity and permeability across the two reservoirs."

It might also let you see how these initially conservative figures can improve. Incidentally the additional free flowing 20M Gas Cap that Noble Helium have - just multiplied itself x 6.

This isn't being called a "Unique and Prolific Helium Producing System Unlike Any Other In the World" without very good reason.

Darientaylor you'll probably find that they all come back to the one IP address.

Just another R. Sole.

RJ I know exactly what the downstream entails but thanks for that. The point I was making is that its inconceivable with flowing helium @4.7% in helium Shortage 4.0 that you won't have been approached by one of the several large players to try and get HE1's exclusivity in advance. That is the specific point. I fully agree with Skippy that the next level of those discussions happen with numbers.

I think perhaps people are getting suspicious of your motives in posting as you have when you supposedly don't hold any shares. Particularly given it was you who started the thread.

*They also only have 2.48% Helium, whereas we have provided a conservative (and zero stimulation) number and have 4.7% Pure Helium*