Member Info for panman

Great to get such a low AISC.

Looking at the daily chart on advfn and don't see any gap at 1.6p??? Had a quick look at the weekly and no gap there either. Which timeframes you using tech?

Presume this is telling us its launched in the US already?

https://www.instagram.com/nhtglobal_official/reel/DK4_E8Phxf0/

Thinking myself HUI's pivot from their own tech that they can't currently sell due to lack of proof of concept to Inentechs shows they're willing to swallow their pride and do what's best for shareholders.

Companies were saying no to them through no fault of their own so they've come up with a very good solution that they can sell into their M.E territories that they know well rather than sit back and sulk turning their co. into a lifestyle co there just to provide wages to directors.

Bet they do really well with it too.

Castle Intechs costs may sound huge to you but its really not to those in the M.E . and with HUI being mostly the sales agents on commission funds risk isn't theirs, closing the contracts is their risk imo.

If I'm understanding it correctly they've secured 10 licences in these affluent areas which they know well having "extensively trawled the area" and having been approached previously by co's such as Saudi Aramco and Abu Dhabi National Oil Company and believe after listening to the interview with Zak again they have a potential winner ..

https://www.share-talk.com/zak-mir-talks-to-howard-white-non-executive-chairman-of-hydrogen-utopia-intl/

Went to listen to it again after reading another hydrogen co. is doing the same in EU using Inentech systems and they've just been awarded a €29.5 million ($34 million) grant from the EU Innovation Fund for their project

https://www.powerengineeringint.com/finance-investment/plagazi-wins-eu-funding-for-waste-to-circular-hydrogen-project-in-sweden/

They're doing the self same thing as HUI and its working for them in the nigh on bankrupt EU so yes can see why the spike on the news but if the fall after began due to doubts on whether anything would come of this arrangement not so sure the bearish views are correct?

Think "trapped by the spike" investors may find it worth reading the EU news then listening to the Zak interview again after imo. Think myself HUI have a fair chance of making many sales here and if the fact they hardly even need building permissions out there is right revenues may come in quite quickly.

They halted production at South Pars Gas Field? Isn't that Iran's big plan for helium production?

From the going concern statement...

"The cash position at the year-end was £266,994 however, with increased trade and other receivables and a positive cashflow for 2025 and beyond. This position is reliant on funding from Ohrid Organics through the repayment of loans and future dividends."

Presuming the auditors have done the maths on OO too or there'd be no "positive cashflow for 2025" claim from them.

Actually the below is total fabrication. HUI's finals state quite clearly they're dependent on OO paying back the funds lent to them being paid back (£1M in the finals) and dividends from OO going forwards.

OO have stated they see no issue with this as do their recent contract wins and revenue gains.

"5️⃣ Balance sheet remains fragile.HUI’s own filings show the business remains reliant on raises — it is not yet cash-generative. That makes any valuation surge without matching fundamental delivery unsustainable."

Don't know why this share has so many trolls but the swazer troll is filtered.

Actually like all the no's for the canna business esp going forwards.

Currently producing 150-160K every 20 days. Expecting a 30% rise in harvest still as they nail down the process so expect they'll be happy topping out at 200K's per 20 days.

Value/revenue at the mo 2 euro's/grm so €400,000/ 20 day period. €600,000 per 30 day month.

Once GMP certification given (expected this year) price rise to 3 euro's/gram quoted and expansion of facility from 6 greenhouses to 37 so safe to say 6 fold increase.

So their €600,000/ 30 day period becomes €900,000 on the extra euro/gram and the sixfold increase in harvest gives $5.4M every 30 days in revenue for the partners.

Feel free to check my maths I do make plenty of errors but the above is why I keep dribbling on about the canna business.

Isn't Iran touted as a country that's going to be a big supplier of helium though? Don't relish war and suffering but its a point we should note for helium pricing all the same imo.

Their cannabis is ridiculously cheap to produce already Castle, cheapest producer in EU and Macedonia itself by far. 30 cents/grm reported last year and they expected it to drop to 20 cents. They use mainly sunlight is mostly why. That and very cheap labour of course.

Decent intro to cheapness of their ops here...

https://www.youtube.com/watch?v=5C3x1r5yd1c

Finding/breeding high thc canna took a lot longer than they thought last year seems to have been their only real issue.

Re Ohrid being overplayed. Disagree strongly think it very much underplayed but still a buyer so happy enough if the market disagrees for now..

From finals back in April.

"The RTO with Ohrid Organics is moving forward, but progress has been slower due to the new regulations introduced by the FCA and the merger of both the Premium and Standard markets, which are beyond our control."

So whats going on with the sp then? Is everyone selling on the offchance they don't come up with 10,000BPD from Inez?

Seem to be getting ready to work half the planet with the interest they've listed from abroad?

RNS reads very well, so many interested parties. Whats the marketcap at this level?

Was all out this am too. Agree a lot too look forward to if all goes well but very slow and with the excitement over why did they buy at 20p too much room for disappointment from those that bought on the back of it imo.

Will keep it on the monitor and may well re invest as things settle all the same just with a view to being patient again.

£54K loss down from £370 last yr shows quite some improvement imo guess all depends on trials converting to sales now?

With respect Dusty I knew what to expect at 8 am so bought on the bell.

Would say that after reading newsflow am in for the canna side of the business at the mo. Believe that alone will show the company to be seriously undervalued going forwards as they appear to be making strides there. The plastic-hydrogen side of the business is gravy for me right now and will get "excited" about it as proposals become contracts.

"The wording I don't like is proposed ,,"

Well...What man does?

So you don't know they have an accelerating profitable canna business and think its a one trick pony? Sad how little research some peeps do imo.