Member Info for OrangeMoon

#HEX is excited to announce our attendance at the H-NAT 2024 conference in Paris on Nov 25 & 26.

We look forward to connecting with new and familiar colleagues as we explore the advancements and opportunities that natural #Hydrogen presents.

Web: hnatworldsummit.com

I was wrong.

A very succesfull streak of RNS/timeline guesses ruined.

Thanks DM.

(Or are the % readings too goog to be true)... external Lab verification required.

Indeed I have Playboule 👍

If I'm wrong, you may all consider adding me to your filter list.

We should be receiving a very tidy RNS tomorrow regarding Gas Composition followed by a post on X, (Perhaps with a picture of an instrument reading X% Hydrogen / X% Helium).

Entirely my own opinion based on Interviews with DM and recent RNS.

Yes the EWT data will be longer, approx 3-4 weeks.

The initial gas composition should be given this week.

I would expect now Wednesday/Thursday... Friday RNS's are rare at HEX. Unless ofcourse we get intra-day today.

I've got 50% positive comments on here now and 50% Filtered green boxes. So looking really positive overall with the amount of attention 👌

Blue day inbound.

GaryEllandRoad - added to filter list. What a balloon.

Bigbench... looking for a gas spectrometry instrument that measures between 400% and 500% lol

In summary:

Bo Sears - Good guy

David Minchin - Good guy

ToC - W*nk

ToC post this time round sounded pretty defamitory.

So although I have him on 'filter', it's been good to read from all posters seeing through his libellous claims. Weldone.

Agreed, world politics has set the stage, although I don't think we're getting told the half of it.

The debt (USA/Eurpoe/world) anchoring me to this sector re. 'fundamentals'.

Atleast one bar of gold will still be worth one bar of gold in 20 years time.

Yes AI/ tech sector is overweight IMO.

I do like the direction HEX is going today... more like this the rest of the week and we will be dandy!

Troajan,

Perhaps lagging off the back of our last few years inflation/Quantitive easing... IMO still a while to go yet.

The rise of AI, computing power/data centers. We're not going to be stopping building anytime soon. Helium in strong demand and growing.

MNM... Oh yeah 😅 We're Helium AND Hydrogen company!... I suppose at this point I'm just looking to fall back on the Helium find, albeit the reason we are here.

2 Gasses in the one well. Cha-Ching! $$

Troajan,

Yes I agree we're in for a very strong month at HEX.

It's all coming together nicely now and hopefully starts to build a little more.

A 10% reading of Hydrogen in expected minimum 2.0Billion reservior... each one of these tickets could easy fetch £1. IMO. The £1 party could be real with this one!

Interesting to note the SP has returned to the value pre-shale casson issue... as if the last month of success after success added zero value to the Mcap. Personaly I never thought they would bring it back down this low again.

Gas composition for Clink#1 Flathead formation could be released as early as tomorrow.

Easy hold. 💰 💰 💰

"Clink is progressing well. We’ve installed the wellhead and demobilized the rig for testing. We’ll run wireline towards the end of this week and start perforations the week after. We’re also using a pulse neutron tool to identify where to begin extended flow tests. Our first target will likely be the flathead formation, where we’ve observed high levels of helium and hydrogen, reaching up to 10.3% in mud. We hope to announce our gas compositions and, ideally, a discovery in the coming weeks.'

@Troajan, I am expecting an RNS this week coming regarding gas composition in the first target formation after 1st perforation (Flathead).

A double confirmation of abnormaly high Hydrogen is more than welcome prior to the EWT data.

Radika, this is an emoji of Bo doing a slam dunk...

Resembling him picking a 'company-making well' the first time round.

🤞🏀

Note; the investor presentation (video) in this thread was done prior to the 'shale issue' which has since been rectified/fixed, however it underlines Bo and DM's excitement to get after the Hydrogen...

'Except for the shale issue, this is almost the perfect well... and I mean that not only from the professionalism of the operations team but also with what WE HAVE FOUND' - paraphrased.

At this point, I think Bo and DM know alot more than us with regards to the % and pressures etc small indications that can't be put in RNS but 'come with the trade'... We never found out about the '11 pound kicks' until an interview, and there must be some reason Bo is convinced there is Helium and Hydrogen there in comercial quantities.

Https://youtu.be/v1xH28eeOr8?si=yqOYsUoFetSCzKwZ

Hydrogen find being a company maker on its own...

Small price to pay for two companies.

"And we have lots and lots of Helium, and lots and lots of Hydrogen"...

"Using a helium price of $550/Mcf, results of the optimised schedule estimated:

· NPV8 of $303.1 million"

This was based on 2.3Bcf Reserve, 1.5% Helium @ 550/Mcf (Unlikely to go down in price)

In the Amsten, Charles and Flathead Formations.

So with a current Mcap of 28M - we now have indications of Helium in the Amsten and Charles, (Flathead to follow) Formations. The EWT should seal this NPV8 value or increase it depending on reserve.

What would the NPV8 value have been should we have given a 10.3% Hydrogen reading into the scoping study.

Our reserviors seem to be bigger than first indicated also.

Lots of under-estimates on this one. Making it a smaller target but a larger prize.

PLUS, we have Rudyard Project Spinning away to install production casing on a known Helium Play too...

I'd say we're undervalued.

I guess the market is just awaiting confirmations %/EWT before adding any of that into the SP 🤷 ...

Troajan, yeah, this is a new version of under cover boss... seeing who's trust worthy to hold shares. Can the feckers that I've filtered still see my comments/posts? Or do my comments/posts come up invisible to them?

November 2024 one to Remember 🤞

I stopped watching the news a few years ago. Never been happier.

"Stop Reading the News:" A Manifesto for a Happier, Calmer and Wiser Life

Book by Rolf Dobelli