Member Info for onsolidground

You would think it should double from here and then double again. It just needs somebody to say the words "world class" and "commercial" which I believe are coming after todays update. Just look at the data from today (against background, flowed to surface etc) and research the 3 project areas that Helium 1 have under their umbrella and all of which are at this time 100% owned by them. Plenty will now be wanting a farm in slice of the pie.

It might also do you no harm to research what is meant by the "string of pearls" concept.

The full Rukwa basin is where it is at.

Hi Ihavenoclue,

There are two camps on the Kelso Active Investor situation.

Camp 1 are the believers that Kelso will effect change by utilising the Companies Act in the same way as Boo did with REVB (With Mr Goold onboard). OVMK appear sympathetic and I have to say as the share price drops I personally can only see more and more aligning themelves with Kelso.

Camp 2 think that the Pacman defence will be enough to frighten Kelso off acting or that 50% to 65% are behind MM. Against it might be the fact that since falling from 74p there is no massive II support backing and supporting the share price.

Its ultimately your choice where, or indeed if, you place any of your chips.

"Kelso believes that the UK stock market will not ascribe a sum of the parts valuation to THG, until the company publicly confirms its intention to demerge its businesses."

Its just my opinion but there is an almighty power struggle to come here involving Kelso and associated parties if things stay like this. maybe it's actually what the powers that be are after.

This morning just reinforces that view. So even despite the JD Sports news there is no real sustained buying support @THG and somebody is just sat in the background influencing the share price back down on very little volumes.

No real buying support since Q4 numbers makes you question what real support Matt Moulding really has.

Next move please as it has to happen.

Look at the presentations and work out not only what other plays they have but the size of the licence areas.

Todays RNS eclipses Nobles recent Helium find.

I suspect a lot of geoligists and academics in the field will be fully loading and aware of how significant todays news is for all that HE1 are sat upon and also for the whole basin play in Tanzania.

Indeed on the fair value and when you are sat on one, even two scarce and valuable resources and all the plays and licence areas they have the present share price looks dirt cheap.

Let people catch on to what HE1 is sat upon. Its vast and worth a LOT of money.

Will definitely be in demand for interviews after that RNS.

All the other plays they have have just become totally derisked.

They have hit the mother load.

People are still waking up to the enormity of that RNS.

I have to agree with you deltalto on the world class.

It's not just the helium concentration levels but the size of the reservoir and all the other plays they have

And the hydrogen!!

Its a world class find and eclipses Noble

And this is just the first significant find of many plays across several licences

It'll head back to the 6p and 8p it was prior to the drilling fundraise.

The hydrogen levels compared to background are off the scale.

Load up imvho

Glad I went with my gut off that CEO interview and the cheshire cat smile on her face.

Well done all holders

If Applied Nutrition floats with a £1 Billion valuation of £61.2M and an EBITDA of only £18.1M then I don't short shares but I'd certainly be learning how. That's a phenomenal near 17 X revenue multiple.

That's exactly what the City would be doing.

To be polite I have never heard of ANY of the Brands.

A few points from me on this

# He drops the teaser that he has just had a Beauty strategy update day with Lucy Gorman, the Head of Beauty. Given previous criticisms on lack of a strategy update why not share some of it with us. Generic even but with some general focus.

# I actually part get what he is saying about Director Buys. I don't know of any other company that has had over £41 Million pounds worth of Director Buys and which has had such little impact on the share price. Asos shares I seem to recall were going up good guns on only a few 10's of K shares purchased by their Directors whilst the THG share price was rose then fell and was made to tread water or it fell back further. So I probably get the viewpoint of why buy any more give this. BUT such purchases show confidence in the company and it's prospects and if *they^ won't buy then why should anyone else. I'm thinking of the days where we are struggling for any real buy volume at all. Instead then - why doesn't THG take advantage of the low share price and buy back their own shares. Use the present situation to our advantage. Or do we fear the same muted response again so why bother lining the pockets of a system which is working against you

# He also really needs to get back his focus on numbers. When it came to the cost of seperation he first mentioned a £10M cost which was then later revised to £15M. Unless I am mistaken then he has done exactly the same again here with the annual fees for an LSE listing. £10M he said initially. Now it is £15Million. Also John Gallemore and his wife bought 578,710 ordinary shares at £0.774117 per ordinary share each. Not the 400k he mentioned. That took 2 seconds to find. Accountants are normally pretty precise, especially with numbers, it's their day job. Is he feeling the pressure?

# Lastly a plus point, which is that he is showing and indeed stating that he does use reflective practice. So perhaps some of the replies on Linkedin might be starting to resonate, especially with the share price where it is. We can but hope.

Shrewd move by H+B Yorek to create their "own brand" in the Protein space. Looks virtually nailed on that its THG doing the "own branding" given the recent deal with H+B and Brighter Foods (recruiting) would be the obvious choice for the manufacture of the brands and snacks etc. Excellent find.

I don't see any delay.

https://www.shell.com/media/news-and-media-releases/2024/shell-invests-to-repurpose-german-energy-and-chemicals-park-rheinland.html

Yorek heres a helpful link. They own about 1/3 to 1/2 of that Industrial Estate in Tywyn and there is scope to expand.

In the picture in this article Brighter Foods have the top centre building, top left one also. The big factory centre picture is the ex Halo factory and also I believe perhaps one to the left that's also out of shot.

https://www.dailypost.co.uk/business/business-news/ghost-factory-re-open-five-15137823

I posted reference to the news on the day. Looks like we have some not very successful day traders trying to cast FUD on things. FID decision made to repurpose the site.

Here you go.

https://www.shell.com/media/news-and-media-releases/2024/shell-invests-to-repurpose-german-energy-and-chemicals-park-rheinland.html

Morning Yorek I did say which "I believe" they might own so you could be right.

There is though a previous Halo Foods factory on the Tywyn Industrial Estate which Brighter Foods acquired and it sits in the same cluster as the Brighter Foods factories.

If it was a dusty bin drill then the news would have been out by now. Looks like they are having trouble counting how much Helium and Hydrogen they have found.

Always was hanging my hat on a Monday RNS but you never know. It could drop later today.

Interesting stuff HughesLeisure and it looks like somebody maybe has caught wind of the the same news you have.

Crafty and OhhAhhCantona that recruitment initiative in the pub just down the road from Tywyn has to relate to Brighter Foods or Halo Foods which I believe they also own.