Member Info for Porky9

@NH
That's a fair criticism and i take it squarely on the chin.
That doesn't mean to say that my position won't change depending on how events unfold over the coming weeks. I have a lot of confidence in the long term future of this business.
Further, I'm waiting on a few other eggs to hatch currently not to mention an outside market deal that's dragging on due to the knock on effect from this market turmoil. When that's sorted i will have extra capacity and time on my hands to give this another push and i intend to do so.
Capital markets are a bloody mess currently, not great for any of us. Just got to ride it out for now.
Take Care
Pork's

Full respect to Suzy for maintaining contact.

She is one of the best Bio CEOs in the market in my opinion. She genuinely cares and is giving it her all to ensure this business is a total success. Name me one other business on the AIM with this level of contact? There isn't one.... She is unique, this business is unique and ultimately at least one of these projects will make market and it will all be worth it.

Look guys, Share prices don't move in straight lines, we know that and it takes time to build a successful business. Also look at the market conditions?, the entire market is down.

And anyhow, What's the worse case scenario here; the US SPV deal falls apart and.... so f'cking what. They have a plan B and they will be supported by shareholders. Equally it comes across the line job done and they move forwards. Long term this remains a sound investment that's why i still hold shares here.

Finally, why that dick GM is wasting his time posting here is beyond me, some people just need to move on. Post facts and reasoned argument yes but posting constant crap about lifeboats is just bloody futile. Pointless.

GLA

@Sang
I can't disagree with that statement, nobody can....
BUT please trying telling that to that C U next Tuesday SO who has IMO single handedly potentially destroyed the Share Price via constant ongoing drip feed selling and possibly indirect shorting.
The only positive is that this era will, all being well, come to an end within the next couple of months.
GLA

For those not seen it yet, Katie interviews David yesterday afternoon following the publication of the white paper and details in the Petroleum Geoscience journal.

He explains why the study supports its exploration thesis through identification of helium 'play fairway' within Tanzania;-
https://www.proactiveinvestors.co.uk/companies/news/975571/helium-one-encouraged-by-independent-studies-at-university-of-oxford-and-durham-university-975571.html

At the end of the day, as David confirms; HE1 becomes an essential asset as we transition ourselves into a green economy.

Further, David fully recognises as we discussed here recently that the additional supply squeeze following the fire at the main US supplier plant has stunted supply and will take a year to rebuild and meanwhile with sanctions on Russia which was previously scheduled to supply up to 35% of the worlds Helium requirement its absolutely essential now to secure a new source of supply of Helium.

David is convinced that HE1 will be a strategic asset as they move from exploration to discovery to producer this year. I really have every confidence in the guy.

GLA

oh your question was a prelude to a cross ramp, i get it now.
jog on...

This board is to discuss HE1

LOL
Got a bit excited when I noticed the RNS 1 - Thought it was going to be THE update we are waiting for, LOL.
Oh well every day a day closer
Pork’s

Ps. As you say 5k fart, not worth talking about, compliance RNS

If you need to be asking on a stock forum then the answer is No.
stick to the building society or premium bonds

@A_P
LOL

You are of course correct, Anish Kapadia from Hannam & Partners was quoting £1 to £1.20 on discovery and that was over a year ago. As i posted earlier Helium prices have rocketed since then...

Either way, its all up from here... but those following this closely know that anyhow.. don't get too exhausted... :)
Take Care

Pork's

So Liberum reiterate their BUY Rating today for HE1 with 19p short term target.
https://www.proactiveinvestors.co.uk/companies/news/975565/helium-one-shares-have-100-upside-according-to-city-broker-liberum-975565.html

But moreover, get this, moving to 54p on discovery!!!

Why the SP is still languishing down here at ten pence is beyond me but appreciate that markets are challenging at the moment. 550% short term upside could be secured here literally within a few months should they get this right and i have real confidence in David and his team. Its going to happen.

I say, take advantage, add as you can afford and sit back. Short matter of time now IMO.

GLA

@daibelts
Doah, I mean USD$ per MCF sorry.

To clarify; Helium is sold by MCF
Price of Helium at the turn of the millennium was $50 mcf and went to $157 mcf by 2014.
During 2019 the price was breaking $280 mcf however due to shortages by mid 2021 the price continued to rise and has rallied to $450 mcf at the start of this year:-
https://www.thorres.com/copy-of-home-1

At the start of February this year most suppliers were quoting $550 mcf to $600 mcf - It's absolutely bloody ridiculous frankly BUT there is a supply issue - FACT. Now that supply squeeze is expected to fall in 2023 due to more supply coming online However, this was BEFORE all this crap started kicking off in the Ukraine.

Russia were on schedule to supply up to 35% but i genuinely think the USA and ROW will likely now stick two fingers up to Russian Helium supply and secure supplies from elsewhere. I can genuinely see Helium prices going as high as $1,000 mcf before they come down, if they do?

IMO, and i have zero to back this up but if i had to put my balls on the line, I would say that HE1 has Total written all over them. I can see it ultimately moving onto French hands. They have some experience in the region and once HE1 spud and prove concept, Total will swoop. That's my call.

Good luck whatever your call but its looking a stonking BUY currently at this level to me.

Why some feel the need to cross ramp their cr@p stock picks on our board is beyond me but each to own.

Thought todays paper just endorsed the position as we know it. As i posted last week, David is simply lining up all his ducks this time.

I consider we have a number of catalysts here for a major uplift:-

1. The daddy of all updates namely;
* Phase ll seismic results issued with the ERT has t be any moment now.
* MOU rig provider
* What drill * Where drill * Why target * Who with* When Spud
Hopefully JV deal frankly.

2. HE1 based projections on the historic $280 per million cubic feet estimates, all being well they will secure first discovery and have Helium in full production and supply before there is any chance of Helium prices reducing from $600 pcf. More likely that prices will rise further towards $1,000 pcf by the end of 2022 at the current rate.

3. Russia were to supply up to 35% of the requirements going forwards. Just cant see that now. Nobody will ever buy again from them, not for a number of years at least imo hence the resource here just got incredibly more valuable. That change is yet to be reflected in the SP but it will

4. The house broker Liberium has issued a BUY rating at 19p but that's based on the 2D Siesmic data out already pre discovery. The latest broker note is due out and likewise the newsletter, we should already be up at the 20p level but due to market conditions we rea not yet seeing true value. It will come.

I am with Trek on this, get this resource online and £5 could happen. They are sitting on potentially the worlds largest Helium field, its a matter of time, proof of discovery and the value increase will be stratospheric

Happy adding at these levels for sure

GLA

What's this all about...

MMs moving towards 12p on L2

lets hope the update is going to land......

David has made a statement, it’s on record, they are WELL funded to meet the current program, just shy of 10m at the end of December. Keep up.

Transformative year ahead where they go from discovery to producer

Just need the update any moment on JV or drilling partner, where and when. The ERT data coupled with the seismic 2D data should be out any moment

GLA

Sorry this is OT just trying to create awareness:

You Can Help
Nataliya with our help is doing some fantastic work to organise support in Ukraine to help relocate/ shelter children in safehouses in what were previously summer camps on the outskirts With donations they intend to extend the program
Please donate if you are able to on just giving:

https://www.justgiving.com/crowdfunding/helpyoungpeopleofukraine?utm_term=92m4qDXE7

Sorry this is OT just trying to create awareness:

You Can Help
Nataliya with our help is doing some fantastic work to organise support in Ukraine to help relocate/ shelter children in safehouses in what were previously summer camps on the outskirts With donations they intend to extend the program
Please donate if you are able to on just giving:

https://www.justgiving.com/crowdfunding/helpyoungpeopleofukraine?utm_term=92m4qDXE7

Sorry this is OT just trying to create awareness:

You Can Help
Nataliya with our help is doing some fantastic work to organise support in Ukraine to help relocate/ shelter children in safehouses in what were previously summer camps on the outskirts With donations they intend to extend the program
Please donate if you are able to on just giving:

https://www.justgiving.com/crowdfunding/helpyoungpeopleofukraine?utm_term=92m4qDXE7

Sorry this is OT just trying to create awareness:

You Can Help
Nataliya with our help is doing some fantastic work to organise support in Ukraine to help relocate/ shelter children in safehouses in what were previously summer camps on the outskirts With donations they intend to extend the program
Please donate if you are able to on just giving:

https://www.justgiving.com/crowdfunding/helpyoungpeopleofukraine?utm_term=92m4qDXE7

@Boeingdriver
Low trading volume currently especially with everything going on in Ukraine despite it being a superb price to buy with drilling updates and ERT data and MOU Rig partner news due any moment.

On major news flows and high volume days you can buy and sell volume a lot easier. At the moment you try and buy just 100,000 shares and its hard work.

GL

@itslikeacasino
I Remain bullish for 4D for the VERY long term, that's the bottom line. I stand by my opinion that LBPs will ultimately become big business. The issue i have short term is that we have a sustained seller and that is putting constant downward pressure on the Share Price. When we get good news out and Investors buy stock he sells into the rises.

Initially, i thought well if enough shareholders buy in, we can absorb SO selling. I also thought because SO had purchased shares in another business in December from the South Ocean fund that this was perhaps a rebalance exercise. I was wrong on both counts. Firstly, his selling encouraged shorter's to take positions, i wouldn't be surprised if he is part of that himself?, Monitoring all transactions constantly on L2 proved conclusively the selling patterns. Secondly, it proved not to be a rebalance exercise, he is continuing to reduce and the best we can hope for is that Nemean Asset Management LLC retain their shares and he doesn't sell those giving us just 1.33% or 2.4m of shares still to dump on the market.

Meanwhile, despite all these investment presentation events they keep updating us on:-
Chardan Summit - March 21
Jefferies Summit - April 21
Digestive Disease Week (DDW) 2021 - May 21
Ladenburg Thalmann Healthcare Conference - July 21
H.C. Wainwright Investor Conference - Sept 21
Oppenheimer Fall Healthcare Life Sciences & MedTech Summit - Sept 21
European Society for Medical Oncology (ESMO) Congress 2021 - Sept 21
Jefferies Virtual Next Generation IBD Therapeutics Summit - Oct 21
H.C. Wainwright BioConnect Conference - Jan 22

NONE have yet resulted in ANY fund, II, family office or other buying shares in the business. Maybe the Chardan Metagenomics and Microbiome Medicines Summit in March will be the one???

So this also adds to why i believe that the catalysts for the start of a share price reversal will include 1. SO finally closes out his position fully, can't come soon enough 2. shorter's start closing out their positions 3. The SP reaches a low enough point that Retail start to think its worth the risk buying in 4. We get the keytrunda Q2 data out and its positive and results in massive retail buying 5. Funds, II and family offices start to buy on the back of proven data.

GL whatever your call

Should the SP drop to 22.5p which is in line with the ATL we would have a business not yet producing revenue BUT still with a Market cap of £40m.

I would consider that possibly a good entry point providing SO has finished. Currently he still has 8,913,432 shares left to dump on the market. Now we can HOPE that he just intends to sell the remaining South Ocean Capital Management, LLC shares and that the other shares specifically relating to Nemean Asset Management LLC are going to remain unsold. We HOPE but if he starts offloading those Nemean shares as well, then it could drop even further imo.

Based on his current sell rate, that will take us to about circa middle of April for those to be sold off UNLESS some material event occurs which results in massive increased buying volume that he can sell into in order to exit quicker.

Obviously, DYOR, WTFDIK but i think i can speak for many sitting on the sidelines here looking at this stock. Having been burnt here buying so many times now, i still have stock here that unfortunately i was too stupid not to sell, personally i am not buying here until sub 40m mcap i e.22.5p - that is possibly my buy point.

Now at one point i thought shall i move earlier, others might buy at 23p why not buy at 24p FOMO and all that, but frankly i am just not interested. The market is loaded with opportunities, what will be will be. When this is 22.5p if the outlook is better and we have the final TR1 from SO i might give it another go, if i miss bottom sobeit rather miss than try and time catching a falling knife and get burnt again.

Good luck whatever your call here. For me, Long term future could well prove fantastic, short term before end of Q2 i think it remains risky.