Member Info for SashaCh

Same price, just more liquidity

Who cares if Nick can't pull off the merger and listing on AIM

Another delay on Wednesday is more likely

>I think there are close to 40 million warrants exercisable at 3p.<

What makes you think so? Where are you getting 40m warrants from?

It's an easy 10 bagger, so who cares about the spread

All is good! Fingers crossed for that AIM admission news next week, could really kick the SP into gear. The podcast makes a solid case on the undervaluation angle.

It has to stay there until RTO takes place. What really does put off investors is the fact that there is no way for them to invest due to Aquis exchange being a ridiculous garbage

Most of the time a few pounds buy/sell can bring this stock up/down more than 50% due to zero liquidity on this goddamn stupid exchange.

You must be new here.

With Jasper drilling already underway and Rost set for first ops in early September, Nick doesn’t have much room left to kick the can. The pieces finally seem to be falling into place, and if he delivers on both projects, sentiment could shift fast. Hopefully this is when he proves the doubters wrong.

"According to Nick's recent interview, Rost is only expected to generate a "gross" of $100k/month"

That's if through PSA. With an offtaker x10 this number.

>>According to Nick's recent interview, Rost is only expected to generate a "gross" of $100k/month.

LegalWolf, I see your point, but it’s worth noting that there was less than £700 worth of trading behind this move which is frankly ridiculous. The AQSE market is almost completely dead with near-zero liquidity, so small trades can create exaggerated price movements. Because of that, I wouldn’t read too much into this drop or treat it as a meaningful signal.

I tend to feel the same. Nick’s track record hasn’t exactly inspired confidence and even this M3 Helium merger has already been pushed back three times. It could end up being another misstep. That said, this month does feel pivotal for him and for MDH either he finally delivers, or sentiment will swing hard the other way.

It does seem like Nick is taking a deliberately conservative approach. In my view, that’s a sensible stance at this stage. Compared to how Helix is playing it, this feels like the more prudent and sustainable way to go.

From what I could gather, a significant portion of operational needs are already met by profits from existing producing wells. On top of that, the company runs a very lean structure, there are no traditional salaries to account for, which keeps corporate overheads low.

It’s also worth factoring in the planned Bitcoin mining initiative, which is expected to create an additional revenue stream alongside helium sales. Together, these elements should make the $100k/month from Rost more impactful than it might first appear.

Funding is always a key question with small caps like MDH.

From what’s been outlined recently, the income from the Rost well is expected to more than cover all operational and corporate expenses, not just break even. That means there should be surplus cash available, which management intends to direct toward new drilling programmes alongside other growth initiatives.

So in short — Rost’s production isn’t just keeping the lights on, it’s intended to generate the breathing room for expansion.

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Another great article from StockBox

https://telegra.ph/The-Market-Pulse-08-08

--If a £48m market cap (26p per share) doesn’t make HEX look like the steal of the decade, I don’t know what does--

I appreciate your enthusiasm, but calling it a "steal" may be premature. Helix is pre-production with risks and isn’t expected to produce until Q4 2025. Mendell Helium, however, is already producing and plans to list on AIM. Mendell’s revenue and lower risk make it worth a closer look.

>>If a £48m market cap (26p per share) doesn’t make HEX look like the steal of the decade, I don’t know what does