The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
JHF.....very interesting development.....in parallel with Hemo own plans.....Value Biontech places on Hemos British rival technology is high.....Borrows the question.....have Biontech been playing Hemo and Autolus at the same time.....Could Hemo spurned Biontechs advances.....in favour of GSK eg.....Speculation.....I know.....Its good to flesh out every scenario.....Reg
Chris great post.....your perception.... has hit the nail square on the head regarding funding.....Good move by Hemo.....Let the day traders sell on the news.....reserving the Fanfare for long term holders next week....Brilliant....Funding can also involve an injection of cash at a premium.....Ceo has had plenty of time to line a deal up.....and have plenty to say about FDA approval.....Bring it on....GLA Reg
......10% dilution.....I will take that.....Ends funding question mark.....Helium On can now negotiate JV/farm in from a position of strength.....My price target by end February.....10p.....This asset is huge.....Bullish Reg
.......we are talking to a number of suiters......Farm in JV.....with one.....will leave the jilted no option but to buy Helium one outright......Helium One have weeks.....So load up while you can.....Air liquide.....Total.....counter from EXXON.....Reg
......the mkt cap is less than half what it a year ago with no discovery......Lorna said we have world class Helium find.....Conclusion if price remains at these levels....Its highly probable Air Liquid will pounce......France has the Arianne rocket program.....Its my view they will be first movers on Helium One....Over to Mystic Reg
......I believed and did not sell out last week.....Our Ceo Geologist has learnt valuable lessons from first well .....and after the commercial results from second well.....is highly likely to repeat this result in subsequent wells.....£2b business in the making.....Reg
.......The drill hole has reached the basement rock.....which is metamorphic......The well intersects four Helium/Hydrogen traps.....Plus a very long fault line (one of the largest in area)......underneath the basement rock.....There is lots of tetonic activity.....which is probably reacting with the water from the adjacent lake.....to produce the Hydrogen by way of serpentinization.....which is a reaction with rock formed from magna and water.....You have to have igneous rock (formed from magna).....for serpentinization (the production of Hydrogen to happen.....This looks a copper bottomed winner to me.....Bull eye....Reg
News.....why no caution from company about rise?.....because they already know what its worth......The big rises possibly potential proxys working for insiders/management/industrial partners......Conclusion.....predators building a position.....will have to move fast to acquire the company on news or shortly there after.....or this will be contested....10-30 take out....Reg
......no unscheduled update caveats between start of testing and now......tells me Helium One think the expense of testing is worthwhile .....Similar ....Noble Helium.....immediate monitorization route.....is likely to be echoed by Helium One on commercial Helium/Hydrogen.....Looks highly probable due to high Helium and Hydrogen traces at debpth.....indecates near trapped reserviour......Bullish Reg