Member Info for onsolidground

You've obviously got Geology friend up your sleeve Wimbledon.

Today everybody was give a view 6 months ahead through the crystal ball for what is clearly the commercialisation of a significant and unique Helium play on a massive helium rich basin.

What we do know is that it is still 4.7% pure helium and that it is still flowing unaided and without stimulation from the Basement and looks to be enormous by comparison with Noble Helium's 10M to 15M Gas Helium cap which they also are looking to commercialise at earliest opportunity.

Please feel free to hand over your shares if you wish and you might just end up paying that bit more to get them back.

Interesting turnaround in numbers at Kroeger or so it appears.

"Shares of Kroger Co. KR leaped 5.% in premarket trading Thursday toward 22-month high, after the grocery chain reported fiscal fourth-quarter profit and same-store sales that beat expectations, and indicated it was still pursuing its acquisition of Albertsons Companies Inc. ACI despite regulatory pushback."

When I researched prior to buying in what I read behind the Kroeger issue might have been the current acquisition of Albertson but also that it seemed to be linked to cost of living pressures with people supposedly reverting to smaller baskets and lowest priced shelf items.

Forgive me for thinking that the this bit contradicts that.

"the grocery chain reported fiscal fourth-quarter profit and same-store sales that beat expectations".

"The half of it is just senseless posting and timewasting as haven't even got the nouse to buy in when its cheap." Corrected sentence.

Today was effectively a fortnightly update from the last interview and all about keeping the market updated on all the optionality that was mentioned in the last interview.

It does however go further than that in telling us the Helium is free flowing "without any artificial lift" and that they are ahead of the curve in discussions with the right people re offtaking and commerciality.

Next one should be the size of the prize and that they are already engaged with offtakers (if it follows the Noble Helium pattern)

People instead of conversing with the naysayers its far better just to filter and Ignore. Skip over their posts and their threads.

There was virtually an instant 20% there in your back pocket this morning if you had bought and sold - that whilst they were still posting. The halp of it is just senseless posting and timewasting as haven't even got the nouse to buy in when its cheap.

I'll go for an LB interview probably tomorrow.

GL all.

"The DST results from Itumbula West-1 well have demonstrated that the well has flowed the equivalent of 0.5 mmscfd of 4.7% helium (without any artificial lift) from the fractured Basement and faulted zone. These flow rates in a pure helium play, without the presence of hydrocarbons and carbon dioxide, indicate the uniqueness of this helium project."

No wonder they want to go back into Tai-3 to test the basement play

Great that they have confided in us how they perceive the optionality going forward on what is a clearly unique and commercial pure helium play.

Next up, take your pick.

Lorna Blaisse Interview

Detailed Analysis

Resource Upgrade

Somebody has.

It just jumped 1.5M just like that.

Seems like a definite effort going on to up customer numbers.

https://www.kamcity.com/namnews/uk-and-ireland/ecommerce/ocado-launches-biggest-british-products-aisle/

I couldntcomment I can't stress it enough how important this next update is for THG as it is on the immediate run up to the next AGM and Kelso are sat waiting in the wings.

Vivek leaving, a new Chairman, 60 job redundancies and lack of any real whales in 2 years after pivoting away from smaller businesses that were filling the warehouses and logistics @THG Ingenuity points to the strategy here being wrong.

I really do hope they come up good on Beauty and moreso Nutrition numbers as they were subject to another strategy decision that was made to invest £50M in keeping prices low to retain customers. If these have started to dip also, whilst blanking calls for Nutrition to be hived off then I think there will be a serious challenge to the present incumbents on the Board of Directors and I'm really not so sure MM has the full support of the Institutions he thinks he has. As none are supporting the share price presently.

We can only go with what we know and silence and finding out news 2nd hand from papers and magazines isn't helping sentiment.

"The DST results from Itumbula West-1 well have demonstrated that the well has flowed the equivalent of 0.5 mmscfd of 4.7% helium (without any artificial lift) from the fractured Basement and faulted zone. These flow rates in a pure helium play, without the presence of hydrocarbons and carbon dioxide, indicate the uniqueness of this helium project."

Eventually you will get it.

It's just how much extra you will be willing to pay.

Detailed analysis and resource estimates next.

Nice big smile on next interview Lorna will indicate the exact size of the prize.

Get yourself to Specsavers you clown.

Good interview off Lorna tomorrow and those who sold on all the deramping at 1.7p can buy back at over 3p.

This isn't free flowing Helium to surface from a small shallow gas cap.

It's free flowing from a motherlode.

Easiest top up in the history of share dealing imvho

Then all the clowns that sold at 1.7p can buy back at 2.2p to 2.5p. Maybe higher.

If the price you have to pay for the opportunity of a lifetime and a transformational helium find is a bunch of non holders, naysayer and deramping idiots on a bulletin board and the opportunity to buy more at a reduced price then so be it.

Seriously if you sold this morning at 1.7p when others were buying then you need you head examining imvho.

Read the RNS for yourself, disconnect from the bulletin board and if you find your opportunity (off what you have read) then take it.

4.7% helium free flowing to the surface unaided is unique.

Next interview Laura.

Indeed, well done Aviva.

It never disappoints.

I read it as a good update and have been adding and whilst the impatient pass on their shares.

Next update should be detailed analysis and a resource update.

Then hopefully we get to change the word "unique" for the words "world class"

"The DST results from Itumbula West-1 well have demonstrated that the well has flowed the equivalent of 0.5 mmscfd of 4.7% helium (without any artificial lift) from the fractured Basement and faulted zone. These flow rates in a pure helium play, without the presence of hydrocarbons and carbon dioxide, indicate the uniqueness of this helium project."

Well I am using the dip to buy in when its not NT as its what I wanted to hear.

It's quite clear its highly commercial and they are looking to get to production soonest.

Well I was going to buy at 30p which it normally rebounds off to 34p or higher but saw it was falling prior to results so I decided just to wait and see what the market reaction was to not just the results but the presentation.

I thought 27p might be the turning point. You don't often call the bottom right but on this one I am really pleased with my entry point and its already made me good money but I'll probably hold to see what the additional Jubilee production will bring and how the year progresses.

No idea what happened there. Full post as it was meant to be.

Can't say I'm surprised at the news.

60 Sales and marketing jobs @ Ingenuity subject to redundancy recently, then a new Chairman appointed over Vivek's being 'in charge' status.

Imvho he was never going to meet any of his targets after that. THG Ingenuity had not been harpooning the whales it was supposed to even with those staff so in all probability he foresaw the writing was on the wall and jumped ship before he was pushed.

Like many others it's a big disappointment to find this out via the press and not via the normal investor route of an RNS.

Can't say I'm surprised at the news.

60 Sales and marketing jobs @ Ingenuity subject to redundancy recently, then a new Chairman appointed over Vivek's being 'in charge' status.

Imvho he was never going

THG Ingenuity has not been harpooning the whales it was supposed to

The market seems to be pre-empting an improved offer. Either that or another suitor emerging. Glad I spied this one just after the bid was confirmed.

It's also nice to flush out everyone and anyone that holds DL shares, albeit it gets annoying with all the Holdings notications.