Member Info for regvarny

.......there a lot of activity at Shell at the moment with to asset sales announced in two weeks.....IMO theres no smoke without fire.....Reg

......Shell has been building a war chest for months.....Shell needs to replace these revenue streams.....A prime target area is LPG....Barons a sitting duck.....Reg

Shell.....is literally cooking on Australian Prelude LPG at the moment.....They have the infill Crux field next door to Prelude.....but seriously must be runner their slide rule 450 miles away at Chuditch/Greater Sunrise once again.....Reg

......Shells.....stand out was?.....yes you have guessed it......its Australian Prelude LPG operation.....500 miles from.....East Timor.....Reg

......nice results from Shell today......Dunrobin.....is in development.....not production.....so windfall tax is reduced to .7p in £1.00.....Shells Australian Prelude floating production LNG plant is the size of x4 football pitches.....My prediction .....Shell to acquire Chuditch.....with Greater Sunrise JV with Timor Gap /Woodside......Dawn raid on Baron at current mkt cap..... cannot be ruled out.....I will have to start window cleaning the Shell Tower and ask the cleaner.....what on the flipchart/Nobo board in Shells boardroom.....Reg

......lets hope we find other gases in Australia such at hydrogen in the mix.....which can create additional value.....Helium One current mkt cap £56m.....our value £5m.....Reg

......we have Helium asset with first option.....which we can farm out.....in exchange for shares/Capex.....If this leaves Mosman holders controlling 51% of an entity.....Valuing Mosman Helium at..... Helium One mkt cap £56m..... Mosmans investors share £51m mkt cap....£26m.....or six times our current value.....Reg

BigFoot88......Mosman Helium.....will be listed on AIM.....with new and existing Mosman investors receiving shares in new entity.....ie GSK and Haleon.....Reg

.......these guys are all sitting in one office.....sharing the same loo.....Yuk

Earl Jem.....you want in.....No answers to David Minchin appointment.....or correlation to Chinese interest.....Reg

Jemgree......David Minchin.....answers please.....Reg

Thoughts.....David Minchin on board.....former Ceo of Helium 1.....If thats not a wake up call to in investors.....Reg

Thoughts......Chinese investment is strategic.....serious.....This will fly.....Reg

Thoughts.......looks like the Chinese investment could pay for both Helium and Cinnabar Capex......QE could be folded into Mosman......Two Chinese approaches.....Helium 1 nearest competitor valued at £45m on AIM.....Mosman investors should receive shares in new listing....Reg

Da Gee.....while Helium 1 are still looking for Helium in Tanzania.....in Australia Mosman /GE are sitting on an incredible Helium asset.....Reg

Betty.....Georgina Gas IPO is imminent.....Mosman own 5%.....GE want to raise £8.5m .....with £3m working capital.....and list on AIM.....The only comparable company is Helium 1....which is also listed on AIM.....Mkt cap £45m.....GE vs Helium 1.....Helium 1 is an explorer looking for Helium in Tanzania.....GE wants to extract known Helium 12% Hydrogen 10% from existing oil well heads at Mount Winter in Western Australia.....GE has signed MOU with British Company for take off and associated infrastructure at well heads.....Broker research note valued GE at £127m.....Interestingly.....Mosman have a large similar property next to GE.....and have head hunted the ex Ceo of Helium 1.....Conclusion could Mosman be brokering a larger combination behind the GE IPO smokescreen.....Reg

Good afternoon Karter yes......with David Minchin on board.....Helium farm out looks very likely .....Cinnabar BP land extension also points to farm out for next drill.....Ceo John Barr sounds very positive/upbeat to me......saying there been lots of interest.....I only have a toe of my investment portfolio in here.....but feel this could turn on a sixpence in positive way......lol Reg

......looks like this is about to fly.....Reg

......looking at Greater Sunrise.....and proximity to Shells major Australian Gas field infrastructure.....puts Shell in pole position to buy Chuditch.....ie Shell can leverage best return on capital.....over to Mystic Reg.....Arr.... I can see Shell buying Chuditch.....and Woodside JV to develop Greater Sunrise.....Re and Mystic Reg

......IMO .the timing of sale of Shells Browse asset correlates perfectly with Barons need to sell.....Cause and effect.....Shell new Ceo.....could be taking a fresh look at Timor........Watch this space.....Reg