Member Info for RKBeekeeper

I am at a loss as to why the Market has not woken up to the news of the revenue generating Rost Well.

Roll on AIM admission.

RKB

PS it has been 34C most of today here in Melbourne, maybe it will warm up on AQUIS soon when we announce our Interims next Wednesday.

Weekend Video

For your weekend viewing

RKB

https://www.youtube.com/watch?v=5NMKmX4tCdc

Hello Owl85

Not at the moment but I note Australia play England on Christmas day.

RKB

Going to Australia

I am going to Australia this month and hope to visit one of ECR's mines.

Is there anything you would like me to ask / lookout for?

RKB

Background Video

There has also been a background video 2.5 mins long, that clearly summarises M3 Helium, placed on the updated website.

This 2.5-minute video will inform you as to what M3 Helium is all about and the amazing potential for Mendel Helium.

RKB

https://mendellhelium.com/helium

Potential to develop significant revenue

As our website was updated over the past two days, I have taken the following from the Home Page.

Mendell Helium is currently preparing the publication of an admission document, following which its acquisition of M3 Helium will complete.

Pending concluding the merger, Mendell Helium has supported M3 Helium through the provision of loans to enable that company to continue the development of its assets. This has included new wells, tie-ins to nearby production infrastructure and increasing production. Most importantly, with 5 wells in the Hugoton area, and the Rost well in Fort Dodge actively producing, there is potential to develop significant revenue.

280,000 cubic feet per day

6 Producing Wells

RKB

PS I am going on holiday to Australia on the 15th for over 3 weeks and I will be visiting a gold mine of Nick’s ECR (ECR Minerals)

PPS Also flying via America and stopping over for a ------- (you can work it out, surely)

Website recently updated

I posted almost a month ago (8th November) that we were producing 180,000 cubic feet per day. Yesterday our website said 280,000 cubic feet per day.

Therefore, we were at 180 McF now we are at 280 McF.

Updated back of the envelope with the figures:

50 Mcf per day = $800

280 Mcf per day = $4,480

30-day month = $134,400

12 months = $1,612,800

This is an increase from my previous calculation of about $576,000 per year.

This is also before the Ross well is utilising the PSA unit.

Please do your own calculations, it could increase your wealth.

RKB

Commitment from BoD

With Nick recently investing £86,000 + to purchase some £0.03 & £0.06 Warrants, he will have to invest another £300,000

On these Warrants (the one that he paid £0.01 for) that will be over £386,000

We are at an inflection point in my opinion for Mendel Helium and when we are finally on AIM, I believe Nick will exercise his Warrants.

RKB

PS I have been doing some research on Pressure Swings Absorption units (PSA) There is a lot of information out there and we are going to have PSA’s freely given by our off-taker Jayhawk.

Director Dealing

Recently Nick paid £86,381 to acquire some Warrants. Keeping an eye on all placings you may have known who Nick acquired these Warrants from.

Why would a CEO invest over £86,000 when some of the Warrants @ £0.06 expire in July next year?

The share price would have to be over £0.07 to break-even, and it would have to be higher to have a meaningful return on his investment.

Today our share price is hovering around £0.03 to buy, a bargain in my opinion.

RKB

PS Remember we have a new Director in John Brown, and he has joined for a reason. If you do some research on John and if you had met him at the recent AGM, maybe you would have invested £86,000.

It is because the largest Broker H L does not want to participate in the The Broker Option.

How many CEO’s do you know who actively engage with retail shareholders to facilitate them having access to the same terms as the Institutional Investors?

If ordinary shareholders would attend AGM’s & GM’s and talk to the BoD then they may have an informed discussion as to the direction a company is planning to pursue.

From Mendel’s Home Page

Our strategy focuses on leveraging existing assets and infrastructure to accelerate production while maintaining cost-effectiveness. We are also exploring innovative solutions, such as utilizing excess methane for energy generation, to enhance operational efficiency.

Mendell Helium is poised for significant growth as we finalize the acquisition of M3 Helium Corp. Our immediate focus will be on integrating their operations with our existing infrastructure to enhance production capabilities. We will prioritize the development of new wells and the optimization of our current assets in the Hugoton and Fort Dodge regions. Additionally, we are committed to strengthening our partnerships with local contractors to ensure efficient project execution. As we move forward, we will keep our investors informed about our progress and strategic initiatives aimed at maximizing helium production and meeting the rising global demand.

RKB

With $1,600 a day in a 30 day month the Rost well is producing about $48,000 or $576,000 a year.

I expect when we increase production (probably already happened) we will be on a minimum of $2,500 or $75,000 a month or $900,000 a year.

When our PSA is fully operational the numbers increase dramatically from above.

When we are on AIM the herd will arrive.

RKB

PS There was a reason why Nick invested £300,000

ChemAnalyst News

On Tuesday, ChemAnalyst News picked-up Mendel Helium’s news about the Rost well beginning production and generating revenue of $1,600 per day.

RKB

https://www.chemanalyst.com/NewsAndDeals/NewsDetails/mendell-helium-commences-helium-production-operations-in-kansas-39961

When the herd arrives then we can sit back and watch as they try to graze on tightly held Mendel Helium shares.

RKB

Interview with Nick on today’s RNS

Goal over next few weeks is to ship in the tube trailer with 75% Helium.

“It has not all been plain sailing over the past two weeks, the increase in flow rate we’ve had in the past two weeks, that is despite the fact that the well was down for a little bit of time because we had a small pump maintenance issue”

“The well Is heavily chocked back and very deliberately. We are building a well that is going to be with us for many many years to come. The objective is to steadily increase a sustainable flow rate and that’s exactly what we are getting.”

“At that point then when you get to that 75% mix (helium) that really transforms your economics because the (tube) trailer really goes from $2,400 to $36,000 so that’s a significant increase.”

“Once the PSA is up and running then that tube trailer is worth 15 times ($2,400 *15 = $36,000) as it would be 75% helium rather than 5% helium.”

“Realistic target for the PSA to operational is the end of November.”

RKB

https://www.youtube.com/watch?v=jUdVYeIKIdc

Back of Envelope Calculation

Nick said in the latest RNS on the 22nd of October “This gas flow is now steadily increasing accompanied by rising wellhead pressure. M3 Helium estimates that the flow rate has doubled in the past week and currently exceeding 50 Mcf per day. This aligns with the well's predicted performance, namely that consistent de-watering can produce meaningful and increasing flow rates over time.”

"To put the current flow rate in context, at present Rost is generating approximately US$800 of helium per day. This flow rate has only just begun, and whilst the M3 Helium team remains cautious, this result at one month into operations is exactly the one we were all hoping for."

From our website https://mendellhelium.com/ on the home page on the 8th November if you scroll down to “Helium producing wells in Kansas” you will see we are currently producing 180,000 cubic feet per day.

My back of the envelope with the figures:

50 Mcf per day = $800

180 Mcf per day = $2,880

30-day month = $86,400

12 months = $1,036,800

From the above indicates that we will generate more than $1 million because the flow rates are increasing.

Please do your own calculations, it could increase your wealth.

RKB

Mendell Helium: November Operations and Strategy

I utilised a Google tool called NotebookLM

I asked the question, “What are Mendel Helium’s plans for November 2025?”

The collected excerpts detail the operational and strategic plans for Mendell Helium plc during the month of November, focusing on three core areas of activity.

The sources confirm that the company is moving forward with its Kansas project, Rost 1-26, which is currently de-watering and preparing for commercial helium production and delivery to an off taker.

Strategically, Mendell Helium is preparing for admission to the London Stock Exchange’s AIM market and working on due diligence to finalize its option to acquire M3 Helium Corp., an option recently extended to November 2025.

Finally, the company is executing expansion plans, including flow testing a new well in Nebraska and securing leases for four additional wells near the initial Kansas site.

RKB

Strong Buy

All Resolutions passed.

Had one of my best AGM’s

Asked new Director, John Brown why he joined Medel Helium.

I really liked his reply.

Looking forward to leaving our peer group behind.

Please do your own research it could increase your wealth.

RKB

Missing Trades: 6,5,4,3,2

What happened to 6,5,4,3,2 why did you miss them out?

RKB

16-Sep-25 10:51:02 2.80 39 Buy* 2 3 1.09 Tuesday

17-Sep-25 14:02:23 2.80 38 Buy* 2 3 1.06 Wednesday

18-Sep-25 10:44:21 2.80 37 Buy* 2 3 1.04 Thursday

19-Sep-25 12:16:15 2.44 36 Buy* 2 2.5 0.88 Friday

22-Sep-25 16:09:47 3.50 35 Buy* 2.5 3.5 1.22 Monday

24-Sep-25 16:23:35 3.19 34 Buy* 2.5 3.5 1.08 Wednesday

26-Sep-25 09:40:11 4.10 33 Buy* 3 4.5 1.35 Friday

26-Sep-25 15:35:53 3.35 32 Buy* 3 3.5 1.07 Friday

26-Sep-25 16:22:31 3.28 31 Buy* 3 3.5 1.02 Friday

29-Sep-25 14:56:40 3.18 30 Sell* 3 3.5 0.95 Monday

01-Oct-25 08:34:11 3.10 29 Buy* 2.5 3.5 0.9 Wednesday

01-Oct-25 09:49:13 3.10 28 Buy* 2.5 3.5 0.87 Wednesday

02-Oct-25 09:51:40 3.40 27 Buy* 2.5 3.5 0.92 Thursday

03-Oct-25 09:43:12 3.40 26 Buy* 2.5 3.5 0.88 Friday

06-Oct-25 09:09:43 3.40 25 Buy* 2.5 3.5 0.85 Monday

07-Oct-25 11:03:58 3.18 24 Buy* 2.5 3.5 0.76 Tuesday

07-Oct-25 11:41:37 3.14 23 Buy* 2.5 3.5 0.72 Tuesday

07-Oct-25 15:41:37 3.14 22 Buy* 2.5 3.5 0.69 Tuesday

08-Oct-25 09:42:36 3.14 21 Buy* 2.5 3.5 0.66 Wednesday

09-Oct-25 09:41:58 3.38 20 Buy* 2.5 3.5 0.68 Thursday

09-Oct-25 12:44:15 3.38 19 Buy* 2.5 3.5 0.64 Thursday

10-Oct-25 12:32:30 3.34 18 Buy* 2.5 3.5 0.6 Friday

10-Oct-25 15:55:44 3.34 17 Buy* 2.5 3.5 0.57 Friday

14-Oct-25 10:41:29 3.35 16 Buy* 2.5 3.5 0.54 Tuesday

15-Oct-25 09:52:17 3.90 15 Buy* 3.5 4 0.59 Wednesday

15-Oct-25 11:57:53 3.87 14 Buy* 3.5 4 0.54 Wednesday

16-Oct-25 11:10:58 3.45 13 Buy* 3 3.5 0.45 Thursday

16-Oct-25 16:16:10 3.43 12 Buy* 3 3.5 0.41 Thursday

17-Oct-25 09:25:06 3.43 11 Buy* 3 3.5 0.38 Friday

17-Oct-25 16:19:50 3.34 10 Buy* 3 3.5 0.33 Friday

20-Oct-25 11:25:59 3.34 9 Buy* 3 3.5 0.3 Monday

21-Oct-25 15:55:52 3.33 8 Buy* 3 3.5 0.27 Tuesday

23-Oct-25 12:54:26 3.09 7 Buy* 2.5 3.5 0.22 Thursday

23-Oct-25 16:29:52 3.24 1 Buy* 2.5 3.5 0.03 Thursday

Will we cut it tomorrow?

“Stuck in the middle with you” Reservoir Dogs

https://www.youtube.com/watch?v=RKQIGvULZCI

RKB

PS Video is Rated 18 so MM should not view it.

I feel it in my fingers

https://www.youtube.com/watch?v=ulglHCwOfDI

RKB

PS Troajan another great song, More than a feeling by Boston