Member Info for RogerJolly

What Is Aminex’s current (pre FFD) 0.4 Tcf of Gas Really Worth? Breaking down Ntorya’s discovered resources, gas pricing, and billions in potential sales revenue.

https://aminexunofficial.blogspot.com/2025/08/what-is-aminexs-04-tcf-of-gas-really.html?m=1

helium one overview (points from a variety of named sources)

business focus: helium exploration company with licenses in tanzania (rukwa, eyasi, balangida) and interests in colorado, targeting a supply-constrained helium market.

tipranks

************* interviews

marketwatch

critical commodity: helium is increasingly vital across healthcare, technology, and aerospace, with supply shortages pushing prices sharply higher.

reuters

marketwatch

market snapshot

current share price: £0.005 (0.5p), near its 52-week low (£0.0046 / 0.46p).

stockopedia

simply wall st

marketbeat

market cap: approximately £34–40 million.

stockopedia

tipranks

marketbeat

price target: analyst consensus price target sits at ~£3.70 — suggesting potential upside of over 600%.

investing.com

stockopedia

technical signals: price down ~45–50% over six months; consensus “strong sell” from technical indicators; chart suggests support near ~0.49p, resistance around 0.54p–0.725p.

stockinvest.us

stockopedia

cash burn: the company has low revenues and modest but consistent cash burn (~27% of its market cap annually), which raises concerns about dilution or financing needs.

simply wall st

short-term outlook (~6 months)

bullish scenario:

a positive drilling result or independent resource report (e.g., cpr) could trigger a strong rally.

further sector-wide helium supply concerns or price spikes could re-ignite investor interest in helium juniors.

base case:

continued consolidation in a sub-penny trading range (~0.4–0.6p).

occasional shallow rallies on news, but overall muted movement unless funding or results materialize.

bearish scenario:

need to raise funds via dilutive share issuance, which could depress value.

technical breakdown below support (~0.46–0.48p) may trigger selling.

investor outlook summary

helium one remains a high-risk, high-upside speculative play in a tight helium market.

near term, volatility dominates — without major drill success or funding, the price may remain range-bound or drift lower.

longer term, if helium one demonstrates commercial viability or attracts strategic partners, the stock could reclaim significant upside toward multi-pence levels (e.g., £1–3).

so where is it going from here over the next six weeks or six months? do i buy back now or sit and wait?

Https://x.com/AminXunofficial/status/1961012150597538228?t=pfb8B2JQTm3fD7jW6zjaHQ&s=19

Prospero26 a contributor on here.

Malcy has a list that traders raved about at one time. If it was on his list it was said to be a good thing back in the day. I'm not sure people hold the same opinion of him now

Ahead of time. Have we seen that before?

Ara has asked for expressions of interest to provide rig and related services for the initial phase of the Ntorya gas development project

Https://x.com/AminexPLC

#AEX Beyond Ntorya: Unlocking the 16 Tcf Potential of the Ruvuma Basin. Why future drilling, deeper horizons, and even potential oil could transform Ntorya from a domestic gas play into a basin-scale energy hub.

aminexunofficial.blogspot.com/2025/08/beyond…

This little piggy says

"HighYield is correct, the net gas revenue is expected to fall precipitously after the cost recovery period ... perhaps by as much as 65% ... maybe even more."

He also says p26 is misleading, however he himself is extremely guilty of that. So a total hypocrite in my eyes.

He takes no account whatsoever that the capex recovery will take a number of years limited to 50% claim per annum and by the time it has all been claimed back the ffd will be three or four years down the line bringing in much higher revenues which will more than compensate for the government share which he is misleadingly attempting to spread fear about.

The government share is no better or worse than any other country in the world they all have these agreements in place but he doesn't tell you that foes he.

He is a bitter twisted con man that visits here once a week every Wednesday for the last two and a half years full of his derogatory BS

I agree, emptyend, they can't complete the CPF construction without knowing ahead of time the consistency of the gas and they can't supply the pipeline until the CPF is completed, whether that be full installation or a modular unit on skids.

The agreement of the $41million budget for the flow lines and processing plant suggests it will be a full installation. The location of which it is thought to be, has seen some significant ground works going on this year.

https://aminexunofficial.blogspot.com/2025/08/ntoryas-central-processing-facility.html

No discussion I have seen but then again we haven't yet found oil, although in saying that, I would expect it has been covered in the PSA which remains commercially sensitive, presumably because of the favourable terms they have received

15% plus

In comparison to the total may be, but to stump up £19,000 for each million is no small beer. Million trade in one go are for the high rollers. The rest of us mere immortals have to build up our millions gradually over a long period of time

Ntorya Moves Closer to First Gas

Visible steps are aligning as infrastructure, wells, and regulatory milestones converge toward production.

A Project Now in Motion

The Ntorya development in southern Tanzania is advancing step by step toward its goal of delivering gas into the national grid via the Madimba pipeline. With approvals secured, funding confirmed, and procurement of facilities under way, the project is steadily progressing along its critical path.

Investors are understandably keen to see “hard evidence” — rigs mobilising, welders on the pipeline, or CPF construction above ground. Those milestones are coming, but there is already much happening that gives confidence in the journey ahead.

https://aminexunofficial.blogspot.com/2025/08/aminex-ara-breaking-ground-ntorya-moves.html

Based on information released so far, there are several possible ways the project could unfold:

NT-2 First Gas – As officially stated, NT-2 comes online first, delivering initial volumes into the CPF and pipeline.

Reinforcement from CH-1 and NT-1 – These wells follow rapidly, ensuring that contractual volumes are comfortably met and sustained.

Parallel Build-out – NT-2 begins the process, while CH-1 and NT-1 are accelerated to underpin production, giving the field multiple producing sources from an early stage.

All three scenarios lead to the same outcome: Ntorya gas flowing into the Madimba plant and on into the national grid.

https://aminexunofficial.blogspot.com/2025/08/ntorya-aminex-ara-first-gas-pathways-to.html?m=1

How Tanzania’s two-stage gas system takes Ntorya’s production from the wellhead all the way to homes, power stations, and industry.

The Two Key Facilities

When Ntorya comes on stream, two plants will play essential but different roles in the journey of its gas. Understanding their functions helps investors see how the system is designed for both safety and scale......

https://aminexunofficial.blogspot.com/2025/08/aminex-ara-from-field-to-grid-ntoryas.html

"A closer look at the technology that connects the Aminex/Ara Ntorya wells to future production.

When people hear about drilling a new well, they often imagine the drilling rig but not what happens next. The wellhead is the crucial piece of equipment that sits at the surface and provides the link between the reservoir below and the flowlines leading to the CPF.

For Ntorya’s Chikumbi-1 (CH-1) well, it is understood that for Aminex / ARA the wellhead assembly has already been sourced and is ready for shipment, with long-lead tubulars stored at the NT-2 site. This preparation means that once the rig arrives, installation should follow a tried-and-tested sequence."

https://aminexunofficial.blogspot.com/2025/08/aminex-ara-installing-wellhead-how.html

Pity it is behind a pay wall

They keep that one quiet until after lunch today!

Https://aminexunofficial.blogspot.com/2025/08/flowlines-at-ntorya-how-wells-connect.html

There has been a few moans about lack of public awareness created by the Aminex PR team but having just gone through my Twitter X feed, I find that they have posted or re-posted 9 times during July and 4 times so far in August. Not much concrete news in there I grant, but considering in May and June there was nothing, the activity indicates a warming up for things to come

Well crusty somebody is taking the p*** out there at the moment