Member Info for Porky9

@PhilGekko
You have my utmost respect as a Investor/Analyst as you know what you are talking about.
I think we are all on the same page regarding the potential of this business
The data readout on 0518 in respect of the Cancer trial really is the daddy here we need to see now and i believe that's in early Q2 unless it lands earlier. Kick starting the next trial on FDA update could also be the next catalyst.

In the meantime, It's a shame we can't get a Bio fund or other big player to take over SOs position but i guess they want to see the above data readouts first before they move in, so it's one of those things, success will breed success in time.

Anyhow, i am still currently monitoring L2 and EVERY trade on the book. I may have called this wrong but I'm expecting the TR1 sometime around Valentines day. I am specifically interested if the holding for Nemean changes or not. If that remains at 3.28% on the next TR1, whilst there are no guarantees, it could signify that the South Ocean side could be fully out by about the second week of March, shareholders can certainly live with the dilution risk at that point especially with increased retail investment on the books following positive data readouts.

Anyhow, See how events unfold.

Nice find @Aussie-Princess
https://www.businessfocusmagazine.com/2021/09/20/helium-one-helium-rising/

Helium may turn out to be one of the most valuable resources of this century. Helium One is looking to produce it without exposure to fossil fuels.

Superb

Some point this week.
Decembers went out on the 3rd

We must accept some share price volatility during this stage of uncertainty, but the SP is holding well and is testament to the loyal and supportive shareholder base here.

I still have absolutely zero clarity regarding how much money the SPV is trying to raise. @Badsterman i never agree with but he is right on that point. Also, If it was an open placing some here might even want to support it. So at this stage i don't know if they are doing a seed raise that is to be followed later by a series A or what the position is. Anyhow, that aside.

There are only two outcomes here: -

1. They get the SPV funded stateside this quarter with at least an initial amount, and it can then afford to pay Valirx the initial down payment.

2. The SPV fails to get funded this quarter and to protect the business Valirx move to a placing to shore up working capital for this year.

I know some think that placing is a rude word but personally I would support a placing at the right price if it meant the company didn’t have to remain boot strap.

Also, some increased working capital could facilitate bolstering the management team with an experienced negotiator and enable them to take on at least another four or five new Projects. So, it would bring material benefit. Anyhow, we see how events unfold.

Finally, I think the presentation to the proactive audience is a great call, the more that hear about Valirx the better. Although, I would still like to see CENKOS earn their keep by introducing an II but there is still time.

Not long now for the further update…

GLA

Look we are not playing a game of who loves 4D the most, we are investing hopeful of a return on our investment. I am not BULL turned BEAR.

Long term investing here will do VERY well, that i am confident. Short term we have a sustained seller, fact. Until that clears there remains downward pressure on the SP. The fact that i wont top up my holdings to down average again at this level does not make me a Bear. Heck i could be totally wrong. Its ONLY how i see it.

The moment he is out, i will be on this like a tramp on chips again, down averaging and you can expect lots of noise from me, if i miss bottom, so beit

GL whatever your call

It’s funny we are seeing a few subtle de-ramps here trying to spread doubt when in reality DM has already said once they finish analysing the 2D seismic data he will share the findings with shareholders.

They will be Signing an MOU with a rig provider and moreover, Confirming in DMs words “What we’re drilling, where we’re drilling, who we’re drilling with & When we are drilling” this update being about to drop any moment now.

Seriously guys if you are short here you need to close and if you have gone short on a spread bet I would switch it to being long in the morning.

Once that update lands this is going materially north, make no mistake and if the data is as good as we suspect it we could be testing ATHs in no time.

I have never been more positive about HE1, GLA

Let’s Go

@Pubesz
Look, like most here i am not currently averaging a great SP. I have a chunk of stock at 60p a chunk at 80p and have been buying in the 50s. But every time i ADD SO sells into it. So F It, enough is enough. I am not adding further until he's done. That's my call. Not popular here i know but i'm being totally honest with you.

I have zero qualms about the business, i have said time and time again it will ultimately be massive. I totally 100% buy into what they are doing but we first need to come out the other side of this pain barrier. I am not down averaging further with a potential 10m of shares still to drop on the market, that's how i see it.

If Duncan delivers Positive Data Read outs in Q2 for the Merck Cancer trails that will materially change our position and hopefully clear him out faster. I will add further later but not yet.

A reversal will come in time but i don't think its now. lets see how the next few weeks go

GLA

Superb bit of research @Skittish
Took the liberty of reposting on twitter, its exceptional.
Thanks for taking the time out to share your research
Quality
Take Care

2 of 2 ....

INVESTOR RETURN A
100,000 shares cashed in at £1.14 delivers you £114,000, a profit of £ 76,000 NICE

INVESTOR RETURN B
161,700 shares cashed in at £1.14 delivers you £184,338, a profit of £ 146,338 Practically double the return of Investor A
IF the SP climbs higher you find that the gap widens further
You could sell the same 100,000 shares at this point as Investor A and keep 61,700 in for free. I did a similar thing for real in Valirx and this method works well, I'm in for a free ride in that stock.

So what's the downside risk? well you could miss bottom. OK so lets say, you miss bottom, there is a sustained rally, and the SP rallies up just over a wopping 45%, wow, SO is no longer selling and the the SP has rallied to 55p and you missed the boat. bad news bears its going to cost you more.

INVESTOR C
76,000 shares now because you missed the boat now at 55p for your same £ 38,000 Invested

INVESTOR RETURN C
76,000 shares cashed at £1.14 delivers you £86,640, a profit of £ 48,640 still nice
So in other words a potential loss of profit of £27,360 missing bottom V a potential increased profit of £70,338 calling it right.

Timing is absolutely everything. However, where you know there is a sustained seller why risk it?

For me personally, i will ADD to my holdings to down average here for sure but it wont be at 38p sorry. If i miss calling bottom i will take that risk. We will touch low 20s before this starts to move forwards imo.

We need to see the back of this seller as soon as possible.

GL whatever your call

1 of 2....

The reality is that SO is still continuing to sell. Only 10,718,432 shares left to go.

Even IF you take the rose coloured specs view that Nemean Asset Management are not selling any more and sticking where they are, i don't have any proof of that, high chance its because volume has been low frankly, best case scenario is SO still has just 2.33% or 4,204,368 shares left to sell.

Any rises will be sold into until he has finished as i see it. At that point the shorts will start closing.

The ATL is 23.5p from March 20.

Should major news land such as the Merck cancer trial data which we expect early Q2 proves good and retail start buying big time IF SO is still not out by then he at least has a golden opportunity to increase the sell volume and exit on the spike.

I think we can all agree that he is currently selling based on the book activity yes? In which case we will see a TR1 around valentines day.

Once he is cleared, this will start moving forwards imo.

But in the meantime, i agree there are investors on the sidelines. But think about it. Just to keep the maths simple; this is the difference

INVESTOR A:
BUY 100,000 Shares today at 38p it costs you £ 38,000

INVESTOR B:
BUY 161,700 Shares at 23.5p which costs you the same £ 38,000

The price starts to rally like crazy on fantastic future news and goes back above the placing rate and you sell at £1.14 having done incredibly well.

Cont....

It's a bit like looking up at the Sky which we know the Air is 78 percent nitrogen and 21 percent oxygen and proclaiming its not because you see Blue due to the reflections from particles. That kind of thing. Google earth images are not scientific instruments.

The way i see it is DM was looking really confident to me, heck I'm no body language expert but if he is feeding us a pack of lie's he's bloody convincing.

They are currently analysing that data coupled with the 2D Seismic Data and about to update us further together with confirmation of the Rig provider they are signing an MOU with. In DMs exact words he said they will confirm “What we’re drilling, where we’re drilling, who we’re drilling with & When we are drilling”

Now we don't know when that RNS is going to land but we do know it's fairly soon. When it does the SP will move up and start climbing right up to the drill dates. That's the nature of these mining stocks.

I can't see it being anything other than positive for the share price because put simply we will be in a better place then, than where we are now.

So really the gamble, if i can call it that, really comes down to chancers here that post de-ramps hoping investors will get bored and sell rather than wait, hoping to benefit from a further minor retrace in the share price. Alternatively, smarter investors may ADD further during this period to gain that first move advantage knowing that update could land any moment. Its all part of the fun.

Of course the big elephant in the room here is if something left of field lands, so to speak. Could that partner turn out to be a Major? Could they be confirming more than one drilling location? Did the middle east talks result in anything? Might they also move forward on a tai-3 ?

From my own perspective there are too many positive variables that could hit this stock shortly to risk being out when they start to land. As such i continue adding to my position but accept its a high risk/ high reward play and not for everyone.

We have been stuck in this 10-12p corridor this last week or so, each day now is a day closer to news. My call is that we will commence the next leg of the journey to 22p next week. I just think any impatient investors that sell now will be quickly met with buyers who are aware of what's coming. Lets see how events unfold.

Finally, the price of Helium is still rallying up, gone from $280 / MCF up to $450 - $500 / MCF plus its in limited supply. The backdrop climate to this stock is also positive for us. Not to mention HE1 are sitting on what could prove to be the biggest Helium reserve in the world, as such there are so so many parties that would be interested in controlling that, it doesn't bear thinking about. It's all to play for as far as I'm concerned.

GLA

Nice to see some chunky buys moving in...
All helps build confidence...
GLA

@gogsthelogs
Certainly won't take much buying. Newsletter always tends to create some interest so you may well be onto something.
GL

Yes @Blubay
This QUARTER i.e. anytime starting now to before end of March latest
First stage is the DM is due to update us at any moment:-

DM highlights in the recent interview that apart from HE1 having a busy quarter, he makes it crystal clear that the next move is that having the team analysed and reviewed the data he intends to: -

* Talk about 2D Seismic Results
* Bring some of that detailed information to SH
* Signing an MOU with a rig provider

And moreover, Confirming in DMs words

“What we’re drilling, where we’re drilling, who we’re drilling with & When we are drilling”

Info tends to leak out earlier and market catches on. This will be the catalyst. Meanwhile if it turns out a JV with a major then all bets are off, we are looking at a step change on the SP imo.

Finally, go and look at google maps and the info out, this is one hell of a reserve and you can see the seepage in the basin. This is a case of where and how many rigs need to be in place. Hence why a) i remain so bullish here and b) why i believe they will do the deal with a major. I consider this project too vast to go it alone. As i keep harping on, it's an area the size of 12 Isle of Wight's put together, Its gigantic and the worlds biggest potential Helium reserve.

Every day is day closer....

GL

The risk reward ratio here is superb.

If suddenly the SP rallies to its first £1 on major news will you really care. Certainly, I would rather be holding and buying stock here than talking about it.

Would be nice if DM could get some coverage the weekend on the media or shares magazines, create some new interest. Roll on Next week

GLA

PS. Not to mention once proven i cam seriously see a Major like Total of France or even Chinese or Americans wanting to take control of this prize asset.

At the end of the day its in limited supply.

@Mag00247
Its totally crazy
Helium prices UP from $280 to $450 - $500 / MCF in a matter of weeks.

What with the plant fire in Russia and the USA reserves depleted, the sooner HE 1 can get this reserve online the better, it will be a game changer.

Yes, on our way to 30p quickly, update due any moment, trending in 10-11p range before moving up to the 30p range
As predicted

This is futile @dixywrecked. Just take a position and strap in for crying out loud.

Helium in price squeeze as major new supplies fail to materialise
“Cain has had a consultancy relationship with multiple exploration companies searching for primary sources of helium, including London-listed #HE1 which is advancing a project in Tanzania”
https://mobile.twitter.com/Heliumone1/status/1486976827310710786

Interesting that HE1 just put out the above tweet.

With Helium prices increasing by over 50% not to mention the supply crisis makes bringing this Helium facility online even more attractive. We will attract a lot of interest imo.

A detailed evaluation report and ideally a JV with a Major is what we need to see now.

Looking forward to his update. Ideally we hear something over the next few days. This quarter is going to be fairly significant for Helium One. Exciting

GLA