Member Info for PortfolioPower

Differentiated and Low Risk

Georgina adopts a low risk, differentiated strategy and is already well advanced in its exploration activities in relation to its UK peer group as it is essentially a well re-redevelopment company. There is proven gas flowing from the original drilled wells, established infrastructure for the projects as well as a recognised supply chain. Both target sites have previously been drilled and the road access remains usable. Georgina intends to supply from the wellhead under off-take agreements to mitigate infrastructure costs. Given the established infrastructure and reliable supply chain, the Board and management team are aiming for Georgina to become a leading global producer of helium and hydrogen.

Helium Market Dynamics

Georgina gives investors a chance to benefit from supply and demand dynamics. There is a global short supply of helium and significant increases in demand, including space launch usage, has led to further price increases

Detailed Crux interview

https://youtu.be/7QGskDIT6X0?feature=shared

Https://www.georginaenergy.com/

Hussar >

Independent consultants confirmed that Hussar has the required elements to yield net attributable 2U Prospective Resources of 155 BCFG Helium & 173 BCFG Hydrogen with a potential combined in-situ value of US$55 billion (He US$350/MCFG, H US$2.65/kg).

Net attributable 2U Prospective (recoverable) Resources of 1.73 TCFG of Natural Gas with potential in-situ value of US$5.24 billion

&

Mt Winter >

Mt Winter Seismic Slices through the Structure

With seismically defined closure based on CPR 2U calculations of 3,400 acres, net attributable (recoverable) Prospective Resource volumes to the Company of Helium 148 BCFG, Hydrogen 135 BCFG and Natural Gas 1.22 TCFG with potential in-situ values of US$38.51 billion, US$0.62 billion and US$2.72 billion.

"But there is arguably more sizzle than all of the above. One of the best small cap stock risers of the year, one that has obviously been highlighted here on ZaksTradersCafe from near the lows, is Mosman Oil & Gas (MSMN). One would suspect that some of the MSMN holders, who have enjoyed a 5x gain in 2024 might decide it is worth having a nibble in Georgina, if only on the basis that the two companies are connected by the Mount Winter project in Northern Territory. This is held by Oilco, a wholly owned subsidiary of MSMN and Westmarket Oil & Gas, a wholly owned subsidiary of Georgina, via a formal Farm-in agreement with rights to earn up to a 90% working interest. So it should be the case that if you like MSMN, you love Georgina. Ideally, Georgina’s trajectory over H2 2024 in terms of its share price, will echo what MSMN has achieved so far this year."

Zak Mir

Author

"Georgina Energy

One of the companies I have met on several occasions has been Georgina Energy, a helium, hydrogen and natural gas company with assets in Western Australia and Northern Territory. This is finally coming to market on July 30, via a £5m reverse takeover with Mining Minerals & Metals (MMM). Apart from celebrating that Georgina is coming to market – we really need as many new listings as possible, one of the points to note is that in the recent past, many of the new listings have done very well indeed. Helix Exploration (HEX) another helium play, Golden Metal Resources (GMET), European Green Transition (EGT) are the obvious ones. I think there is a logical reason for this. In a bull market, which we have not had in small caps since H1 2021. In a bull market investors have plenty of cash, and are happy to throw it around in a cavalier fashion. However, to get them to part with their cash in a bear market CEOs have to come up with compelling offerings. Rome Resources (RMR), focused on high grade tin in DRC, is an imminent RTO example coming to market in the next few days. Georgina is also stacked up for investors.

This is not only because helium, hydrogen, and natural gas are currently hotter than July, but because since it was first mooted to list before the pandemic, the company has moved much further along its timelines. For those joining the party now, much more investment has been put into the company, and the balance now is that it more of a development company than just exploration with sizeable historic data and infrastructure. This means that there is a clear, and quick pathway to production, for a company that aims to be one of the top four global helium and hydrogen producers. Given that the initial market cap of Georgina will not be much more than £10m, the company is clearly leaving plenty of upside on the table when it comes to market, a critical factor in ensuring that its listing will be regarded as a success."

Chat bb for this until tomorrow is MMM

Then it becomes GEX

From Zak over the weekend...

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"The next big thing will hopefully be new listing Georgina Energy (GEX), expected to hit the market on Tuesday. The sizzle here is of course partly the more than doubling of fellow helium play HEX, as well as Helium One (HE1) managing to see its share price bounce, despite several chunky fundraises. There is also the backdrop of the relationship between Georgina Energy and Mosman (MSMN), whereby Georgina Energy, has a formal Farm-in agreement with rights to earn up to a 90% working interest at EP155 Mount Winter, in Northern Territory, Australia. Given the way that MSMN shares are up 5x since the start of the year, one can imagine a few holders either top slicing into Georgina, or getting into the new listing for exposure to this hot sector of the market."

Generally Invesco and wisdom tree Leveraged

But all depends on your broker and whether you are using GIA, ISA, SIPP or simple spread betting.

Can trade spot silver / continous silver contracts. / silver futures / sliver options or Silver ETF's.

A modest Leveraged play probably sits in the asymmetric risk range of an AIM stock post placing event.

Extract from Turner Pope email....

"Aptamer has undertaken a firm and conditional equity placing and subscription (‘the Placing’), raising £2.83m (gross) funding through placement of 1,415m new ordinary shares priced at 0.2p each. This follows the recent flurry of high margin Fee-For-Service (‘FFS’) contracts with Big Pharma and a major consumer goods company which have pushed the Group’s order book up to c.£1.8m, while its pipeline of further opportunities has risen to c.£2.1m. Accompanying this improved momentum, the Group is now also proposing Boardroom changes that will be ratified at the forthcoming General Meeting (‘GM’).

This will see its co-founder and current CTO reassume the role of CEO, with ambition to place increased focus back on asset development and licensing in anticipation of crystallising much higher-value inflection points for shareholders. Changing emphasis away from relatively predictable FFS operations will, of course, raise Aptamer’s risk profile, although Directors stress a good level of confidence in its ability to capture significantly greater, highly visible longer-term returns through accrual of downstream milestone payments, licensing fees and/or royalties as partnered projects approach and achieve commercialisation.

With a number of major development partners, including Unilever, AstraZeneca NeuroBio and other Top Tier Pharmaceutical Groups, presently progressing products that utilise Aptamer’s binders in order to target global market opportunities, it sees potential for collection of modest initial payments as early as this financial year, multiplying sharply thereafter. Seemingly unrecognised in the Group’s current valuation, any such breakthrough adoption could offer transformative potential for the Group both financially and in terms of reputation. Based simply on the current trajectory of new FFS work being sustained along with expected scaling back of its cost base, the Board considers today’s fundraise (plus annual R&D tax credit) will be sufficient to satisfy working capital needs for the coming 2 years to end-June 2026, by which time anticipated receipt of first licensing fees should enable the Group to become financially self-sustaining."

Just keeping an eye on this .

It slipped below 0.1p temporarily earlier and saw some buys come in..

As high risk as it gets !!

100% move up needed now just to get back to the SP levels seen a fortnight ago.

Dai,

There was a really punchy Turner pope note sent out to clients around existing and projected revenues over the year ahead and further cost reductions basically providing a very positive outlook on their cash run way and potential for the present burn to turn around to cash generation from multiple new contract wins over the coming months.

Basically that Unilever contract is far from the only deal they have with some major pharma companies.

New Silver trade opened today on that dip earlier down to $27.5 range.

Looking to see a re-test of $32 range when rates are looking likely to be cut.

Today's intra day dip saw lowest price since May 9th.

Would have gone in even heavier had it shown signs of retesting $26.6 April 30th support.. but its already bounced back over $28

Should hopefully be a Nice one to run for 20%

Longer term?

Robert kiyosaki silver target of $79 within 12 months.

He is calling his own book here, but millions of folk have been following this guy for 20 years.

https://www.kitco.com/news/article/2024-07-24/gold-3300-silver-79-and-bitcoin-105k-august-2025-robert-kiyosaki

One for the watch list thats a little bit different away from the resource plays

Some of these little early stage bio pharma's can seriously move once they hit the holy grail of revenue outstripping costs and thr potential for a big deal with a global major

Anyone remember NCYT??

Went from 6p to £14.50!!!

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Going back to resource plays..... I wonder if VAST has got one final dead cat bounce left?

It would have to be something company saving

Or more accurately / likely

.

It would have to give the short term impression that there is something company saving to see the SP reciver from where its presently languishing.

The traders over there love any bit of meat being thrown to them to make a meal out of :-))

Gdr, Avacta, He1, MATD and GPL...

All recent strong reversals post placings.

117p listing

Went up to 150p

Now down around 0.2p in less that 3years!!!

Ffs... even LB couldn't beat that one.. well give it 3 years.. lol :-)))

Decembet 2021

Admission to trading on AIM

Aptamers are a disruptive technology and next generation affinity ligand in the well-established global antibody market, which is worth over $145.7bn per annum (2021) and expected to reach $248.9bn by 2026. The aptamer market is set to expand rapidly over the next five to 10 years into a multi-billion-dollar world-wide market and is forecast to grow at 18-28% per annum.

The Group has today completed its Placing to raise gross proceeds of £10.8 million at the Placing Price of 117 pence per share.

At the Placing Price, the Company's market capitalisation on Admission is approximately £80 million.

£2.83 million cash raised.

Huge discount of 63%

Market cap will be covered by cash.

Suspect any buys around that 0.2p level should do well as it would be just weird if the market cap fell below the value of cash held at bank.

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Partnership with UNILEVER

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Work to test the Optimer binders is ongoing in Unilever's labs. Unilever plans to conduct on-person functionality studies in the second half of 2024.

"The global deodorant market alone was valued at $25.6 billion in 2023, with Unilever being the market leader as the largest antiperspirant and deodorant manufacturer in the world.

It is anticipated that this project will be completed over the next two years, and if successful, could result in Aptamer licensing the Optimer binders to Unilever."

"Pleased to announce"

that it has conditionally raised £2.83 million (before expenses), by way of a placing and subscription (the "Fundraise") of 1,415,000,000 New Ordinary Shares at an issue price of 0.2p per share (the "Issue Price") for working capital purposes.

The Fundraise comprises:

· a firm placing of 116,835,918 New Ordinary Shares (the "Firm Placing Shares") at the Issue Price, which is not conditional on Shareholder approval to raise approximately £0.2 million (before expenses) (the "Firm Placing"); and

· a conditional placing of 1,272,164,082 New Ordinary Shares (the "Conditional Placing Shares") at the Issue Price to raise approximately £2.5 million (before expenses) (the "Conditional Placing Shares") and a conditional subscription for 26,000,000 New Ordinary Shares (the "Subscription Shares") to raise £0.1 million (before expenses), each of which will require Shareholder approval at the General Meeting.

The Issue Price represents a discount of approximately 63.6 per cent. to the closing price per Ordinary Share of 0.55 pence at close of business on 23 July 2024

That's kind of you to say so Dai.

Been away past couple of days so just catching up on comments

Some of the guys like yourself, Tro, LW and all the other top posters obviously put out consistently good content. I'm happy to just to put out the odd post or two up when I think something looks good.

Had a few decent winners recently so been taking a bit of a break past few days.

I suspect Q3 and Q4 2024 could be a crazy time in the wider markets.

When the main markets get volatile, AIM markets can run really hot.

RNS

Application will be made for the 76,248,759 Shares to be admitted to the Official List and to trading on the Main Market of the London Stock Exchange ("Admission"). It is expected that Admission will become effective on or around 25 July 2024. The Shares rank pari passu with the existing ordinary shares of the Company.

Following the issue of the Shares, the Company's issued ordinary share capital shall consist of 163,015,866 ordinary shares. The figure of 163,015,866 represents the total voting rights in the Company and should be used by shareholders as the denominator for the calculation by which they can determine if they are required to notify their interest in, or a change to their interest in, the Company under the Financial Conduct Authority's ("FCA") Disclosure Guidance & Transparency Rules.

The Company further announces that a General Meeting ("GM") will be held on 20 August 2024 at 11 am. The Notice of GM and Form of Proxy will shortly be posted to shareholders and copies of these documents will also be available on the Company's website.