Member Info for PollyWold

New mid 50's trading range, around or below average volume and 3 straight days of gains so far upto almost 100% on IPO

This is a bargain all the way up to £1, then with FB scoping study its a bargain all the way up to £2. By which point we will have some news on discussions around offtakes. We hit £3 on that news, along with licence upgrades.

Not much more to say, this BOD has my confidence entirely to deliver.
I'll be buying all i can get my hands on / funds allow.

https://www.europarl.europa.eu/RegData/etudes/ATAG/2022/729285/EPRS_ATA(2022)729285_EN.pdf

"Global battery demand is projected to increase 14 fold by 2030 and EU demand could be the second highest worldwide"

Regardless of what you think about the EU energy generation policies, the battery supply chain must meet demands set upon them, CTL nailed on to meet these zero emission demands.
Likewise car manufacturers NEED to build BEV to stay in business (VW Fined 150m EUR for not selling enough BEV)
https://industryeurope.com/sectors/transportation/eu-hits-vw-with-100m-in-fines-after-missed-emissions-targets/

The battery demand is only just beginning, the infrastructure demand on the other hand... that's where the risk is.

The next new battery tech being talked about - "Solid state batteries require up to 35% more lithium than current lithium-ion battery technology, but they use far less graphite and cobalt, which is mostly mined in the Democratic Republic of Congo"
https://electrek.co/2022/07/19/how-solid-state-ev-batteries-could-cut-emissions-by-up-to-39/

ESG credentials strong for the CTL product. +
More demand for high quality Li ++

Bang on queue for CTL delivery of current projects -
https://www.dnv.com/to2030/technology/are-solid-state-batteries-the-holy-grail-for-2030.html

I have thoroughly enjoyed the two occasions Gordon has spoken this week. Great to hear about his inception to the company too.
Gordon speaking in a frank manner about the great financials we have has been a refreshing pivot from the discussions Aldo has been having since March on the geology and process work, not that i haven't enjoyed those exposures in the past, it just feels like we are moving on now. As was always the plan.
More excellent work by the BOD.

Looking forward to Q2 to understand the results those three drilling rigs are currently working on.

Behind a paywall but ... https://www.cnbc.com/2023/01/10/lithium-shares-cleantech-lithium-ctl-could-rise-600percent-analyst-says.html

"This global lithium stock is up 15% since its IPO — and one bank says it could jump 600%"

Listing in US would be great opportunity.

Away off the mark well today, will the seller show up today again or will we make the sustained gains this week warrants.

Long or short term holder, this is one of 2023 exciting stocks.

Very good presentation, followed at work but looking forward to reviewing again later, some exciting remarks.

Quite a lot more detail in this presentation, especially from Gordon. Great to hear, although the figures are currently very conservative, i like this style Steve also initiating that the team will not be bullied into rushing projects due to investor pressure. The whole team knows exactly what they are doing, long term investor happy.
If listing can be achieved on US markets that will be a SP catalyst too, bullish 2023.

https://audioboom.com/posts/8223143-12-stocks-for-the-12-days-of-christmas-featuring-david-minchin-ceo-of-helium-one-aim-he1

Not a great deal of new info but reassurance that rig searching is up and running.
Also nice info on free cash flow should we get this drill on the ground and the gas flowing down the lines.
Study shows £75mil / yr free cashflow. I'm here for those dividends. I'm only young yet... thankfully, i might not be when they come.

RDonuts - as long as it does become correctly valued. Happy to wait for the day.

It is strange that on good news the share price does nothing - or goes down, happened on last few RNS.

What extraordinary news. This extremely conservative forecast should have the market flooding in for a piece of the return.

What if due to demand the lithium price remains near $70,000/t
The value here is incredible

Anyone know the relationship that HE1 have with Havoc Partners. An Havoc owned subsidiary have just had a successful farm in with ToTalEnergies announced offshore Namibia which is an exploration area with some considerable interest ongoing for O&G discoveries.

Havoc are an early stage exploration investment firm with office in London, setup in AUS by a team of experienced Geologists - stated on their website as "an early seed capital investor in 2015 and provided technical and advisory services to Helium One Ltd. "

Not sure if involved with HE1 anymore, but they may be an interesting partner, Just thought i would point the link out for those that are interested in background research while we await news of new drilling.

Sorry i have posted that in the wrong place.

Anyone know the relationship that HE1 have with Havoc Partners. An Havoc owned subsidiary have just had a successful farm in with ToTalEnergies announced offshore Namibia which is an exploration area with some considerable interest ongoing for O&G discoveries.

Havoc are an early stage exploration investment firm with office in London, setup in AUS by a team of experienced Geologists - stated on their website as "an early seed capital investor in 2015 and provided technical and advisory services to Helium One Ltd. "

Not sure if involved with HE1 anymore, but they may be an interesting partner, Just thought i would point the link out for those that are interested in background research.

Raising of funding & mine construction for production is what Steve Kesler has built his career on, a very succesful career at that, one very important asset to the company is his knowledge and experience. The entire board is hugely competent in fact. There may be a few road blocks along the way but this board will likely have seen it all.
If you can build a holding in CTL under 50p you are doing fantastic. There will be many in the next 2 years that can only dream of that price.

Merry Christmas to all. A gift coming in the new year.

The operational updates supplied at regular intervals by management are exactly what an investor wishes for. The quality of the CTL RNS feed is brilliant, in 6 months time when we have DLE pilot producing the samples for potential customers is when this really gets going.

Every morning we come here looking for news. Happy to be pleasantly surprised.

Yes MoU only at present but, having this action taking place alongside the Predator drill legal work is positive, shows desire to get the discovery in Q1. Exactly what all investors here have been crying out for.
Excellent.

Interesting trading
5,000,000 bought
then 5,000,000 sold and £500 profit made.

Job done for the day, have the afternoon off.

CTL - placing to bullet proof balance sheet and fast track to production has just occurred providing a nice dip for buying opportunity this week.

Proven research of over 2mil tonnes of Li in the ground @ £60,000 per tonne - mcap 45mil.

Have to say, it is a valid question on funding.

Of the £10mil raised the RNS states that £5.1m of this will be spent on existing projects. I understood the funding was sufficient to complete wells planned in both current projects. Further news may clarify the additional wells in both LV & FB

On the other hand, there must be some confidence that exploration licences will be cleared for Llamara - which is positive given its prospect and size.