The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
......yes definitely a splice in there.....Ceo possibly waxing too lyrical about find.....IMO the longer we wait for results the better.....Suggests buyer interest.....or choreographed deal brewing......Positive Reg
......we are entering.....the finals stages of what could well be life changing news for many investors.....My perception tells me.....They have found one of the largest Helium finds ever.....due to there being no Helium One updates caveats thus far.....Offtake.....farm in.....or buyout will beckon shortly thereafter on news.....They say fortune favors the brave.....Well......I believe.....GLA Reg
........Helium has a value x100 that of Natural gas.....Mosman have 2 prime Helium assets in Australia NT EP155 and EP145.....Both assets are subject to imminent deals......Greenvale EP145 farm in JV.....$10m deal.....leaving Mosman with 25% free carry.....and Q1 Georgina Energy EP155 IPO.....leaving Mosman with 10% free carry.....Mosman is a Helium stock....and should be valued on those metrics......Indeed Helium is a rare gas.....crucial many so many industrial processes.....Reg
.......lodged 10 days ago.......So any day now we could find RNS landing of Australian Government Ministerial approval.....$10m Helium deal.....I would guess RNS Mid afternoon due to this being an all Australian transaction.....Bullish Reg
MQ.....agree good point......Its called short termism......IMO too many greedy accountants leading corporate Britain.....not investing in Britains future.....It sort of trickles down to day trading..... People wonder why the UK stock market/IPO capital pool is smaller.....Well Britain tends to sell its family silver......EMI.....Allied Lyons.....BOC.....Blue Circle.....Pilkington.....Fisons.....Worldpay.....ARM......ECC.....Lucas.....Dowty......Dunlop......Rowntree Mackintosh UB....LIFFE....Cadbury......ICI.....Excel....Scottish Courage......just to mention a few.....Now ask the question.....where do all these businesses pay tax.....and whom provides them with services.....They wont be British.....Reg
......EGM Feb. 8th.....Mosman Directors Ceo Andy Carrol....Nigel Harvey.....are to invest $20-$10k Aus.@ 0.0125 per share respectively.... with option to buy further shares @0.0250 (warrants) .....in $250k Aus. fund raise subject to shareholder approval......IMO this clearly shows where management believe trajectory of sp is going.....Reg
My take.....Mosman anticipated EP145 approval before 24th.....or no later than 31/1/24.....We know Settlement between Greenvale/Mosman has occurred.....because .buyer Greenvale have paid the stamp duty amount.....Greenvale 23/1/23 statement states approval is imminent.....IMO this means a maximum of 10 working days from stamp duty being paid.....The delay is very unfortunate.....and put a dampener on Mosman Ceo conference news Fanfare.....Folks this done deal will happen.....and you have to be in it to win it.....Positive Reg
......no wonder Greenvale want part of the action.....Q1.....Georgina Energy IPO.....Mosman EP155....value resource $41.85B.....Mosmans interest after IPO 10% free carry......Greennvale/Mosman $10m EP145 JV approval is imminent......