Member Info for shafaq

Here it is casper.

MAIL ON SUNDAY: Is this tiny explorer sitting on a multi-billion pound helium goldmine?

​By Financial Mail Reporter

Published: 2024

​For decades, the standard playbook for stock market oil juniors was simple: find a remote patch of dirt, drill for crude, and pray the oil price stays high. But a new breed of London-listed explorer is turning that model on its head, swapping fossil fuels for the high-tech gases driving the modern world.

​Enter Georgina Energy, a small-cap outfit arriving on the London Stock Exchange Main Market via a reverse takeover.

​While traditional energy giants are focusing their multi-billion-pound budgets on offshore mega-projects, Georgina’s management has quietly secured a massive land empire in the remote, sun-baked terrain of Western Australia’s Officer and Amadeus Basins.

​They aren't looking for oil. They are hunting for Helium and Hydrogen.

​The Tech Boom’s Secret Ingredient

​To the average consumer, helium is the gas used to inflate birthday balloons. To the global tech industry, however, it is an irreplaceable, high-value commodity in critically short supply.

​Helium is a vital cooling agent required to manufacture semiconductor microchips, run medical MRI scanners, and power advanced aerospace engineering. Because it can only be found trapped in rare underground rock formations, and with major supplies in Russia and the US facing structural bottlenecks, the price of helium has quietly rocketed.

​The Hussar Treasure Trove

​Georgina's flagship prize is the Hussar project. The beauty of this asset lies in its history. Global oil majors actually drilled the site back in 1982, but they plugged the well and walked away because they hit a thick underground salt layer and a massive pocket of "inert" non-hydrocarbon gases. In 1982, helium had little commercial value.

​Now, Georgina is using modern geological imaging to peer beneath that same ancient salt blanket. The data shows a massive, structurally sealed container that independent experts believe holds immense, world-class prospective resources of both helium and low-carbon hydrogen.

​The Investment Verdict

​Make no mistake: investing in junior resource stocks is not for the faint-hearted. Georgina is a wildcat explorer, and its success hinges entirely on the upcoming drill bit proving that these gases can flow to the surface in commercial quantities.

​However, with a tight share structure, a highly experienced management team that knows the Australian regulatory landscape inside out, and a commodity that the global technology sector is crying out for, Georgina Energy offers an explosive, high-risk, high-reward opportunity for adventurous investors looking to back the green energy transition.

​Midas Verdict: A speculative buy for those who want a front-row seat to a potential major Australian gas discovery.

After criticising the predictions earlier I'm now wanting in.

This could be the week of all weeks.

I expect many to buy in anticipation of production news, whenever it comes now as I see fomo.

If there is placing then I expect many to buy as an opp to buy cheaper and see a rise on the day wherever they place from as the news anticipated is far bigger and transformational.

0.042

GLA

Kplim

Spot on.

Anyone who is not accustomed to these surveys should research what they tell operators.

To cap off your list you forgot MT WINTER 100%to GEX CONFIRMATION.

that is another BIGGIE

Still think many dont get it, I mean Harlequins coming in with $25m funding without any interest in the license 100% owned by Gex a £5m valued junior at the time.

What did they see where others didnt?

We know a well was drilled by Shell looking for oil and I presume gas too in 1982.

The data Schlumberger analyzed from 2024 when they were hired by Harlequins wasn't new it was from the original historical 1982 well the operator abandoned the site because they were looking exclusively for traditional oil and natural gas. When they hit thick, impenetrable salt layers and encountered highly volatile non-hydrocarbon gases like helium, they plugged the hole and walked away, labeling it a failure.

Knowing Schlumberger with their highly sophisticated tech utilized advanced modern imaging to peer beneath that massive salt seal. They mapped out the 300km areal closure revealing that Hussar is one of the largest untouched subsalt structures in onshore Australia. The ancient salt layer acts as a perfect blanket, trapping incredibly light molecules like Helium and Hydrogen underneath for millions of years without letting them leak into space.

Any junior company associated with a giant like Schlumberger will run 200/300% very rapidly and not look back ever.

$85 billion giant like Schlumberger does not attach its brand name, technical consulting teams, or high-end equipment to a junk asset or a lifestyle company. Their presence on the RNS feed tells institutional fund managers that the data has been thoroughly stress-tested and cleared by the best minds in the business.

Yet here we are at £10m mc and about to test a massive structure that the best brains in the business has validated with an unknown funder backing them with their millions and yet we are only talking about farmouts when infact the funder will be spending millions on plants and infrastructure going forward.

When we hit I dont think we need anyone going forward as those numbers 303bcf helium and 308bcf hydrogen is enough for all 3 and if that is too less then we also have Halo.

Sooner or later I think many will be kicking themselves for waiting for a small tick to buy in.

Unlike us pi's the institutions forward sell the shares before physically getting the shares by borrowing from the mms.

Mms can sell shares to buyers knowing that on tuesday they will be able to balance their books once that stock lands.

When you see buy after buy and volume surging to almost 210m it's crazy to think where these shares are coming from but that's the part we dont or are not allowed to see.

Just coz the shares are coming on tuesday doesnt mean fresh 15m stock, it's already sold.

Aimho

Aimho

Some very decent prints throughout the day.

Whether buys or sells we dont know.

But if buys then big positions being built for next few weeks as lots of news to hit, my winter confirmation, site prep completion, pad constructed, long leads and service providers contracted and finaly rig mobilised 🤩🤩🤩.

If sells then churn depleting very fast as we know who's selling but also know someone has picked up that stock.

This opportunity will end sooner or later but good to drop of the weak passengers here now and get new ones on for the big ride.

no suspension

🤣🤣🤣🤣

bye bye ****ters

Premium buys just taken.

Spread 5.30-5.50

250k at 5.58

200k at 5.59

They're not being a dick for a tick as they know once these cheap warrant excised period ends then it's off if not already absorbed already.

Great post Casper.

Wow 185m shares already traded 😲😲

What's not to say that these warrants of 15m shares are not gone also.

But good thing is theyve converted them so early such that we are still few weeks circa from seeing pad and site prep completion and start of rig mob after that some very big catalysts still to come but only now have 5m shares as a future overhang left and not circa 18/19m shares.

by clearing the warrant tap early, the institutions have removed the upcoming ceiling, setting the stage for an explosive, MM-driven short squeeze if the upcoming drilling updates land flawlessly.

GLA

Use the filters guys that's why it's there.

Sick and tired of these little excuses they come out with these derampers.

If it's this bad then why are you even here?

1. First it was Hamilton and his past

2. Then it was Harlequins with their £1

3. Then it was big dilution at 1p on CTP assets.

4. It's now end of year results and suspension.

Well I say bring it on as they will go quiet and move on again once they land.

Buried_treasure

I first bought in here June 2024 hoping dec drill- didnt happen - I held

We got permit I added hoping now we drill - didnt happen - I added a bit but held.

Got frustrated when they announced CTP assets as thought Hussar and mt winter was enough - but still held.

Got suspended with no shares sold.

Held through the placings as believed in the Hussar's and mt winter but was frustrating as no drill.

Ctp assets cancelled I was still here

2.7p placing added at 2.9p

Rig contract executed bought more at 3.40.

We understand junior explorers will raise as part and parcel of being a small explorer to raise cash.

But many I know on this board have held through the rough patch of 2 years with no drill coz we believe Hussar and mt winter has something that even Harlequins put their $25m in.

GL if you're a genuine holder or a frustrated seller who sold at a loss or an opportunist who wants a cheaper entry.

We're not going anywhere till Hussar and mt winter are drilled.

Please refer to what gex have indicated of what they will be doing.

Drill into Townsend formation where the rocks are much thicker than of the magee 1 heavitree formation.

Secondly they mentioned they will go deeper to basement rock at 3200m, this is where helium could be caught in the cracks.

Thirdly magee1 and kitty were drilled in 1982

Why are schlumberger involved because they are best in the world for lthlogy drilling which means different rock types, this was not available when magee was drilled.

A different engineering process to what is available now.

Excellent post Miker.

This is the opportunity of a lifetime, either you take it at 6 or 8 or even 10p as when the drill gets underway it could just take off or when or if they hit pockets with helium then not being in will be a big regret.

Harlequins think they will hit and already talking about developments and production so do Schlumberger too.

GLA

Think in any project no company will ever say that there are no risks.

If the corporate docs is saying 8% chance of success which was assessed by old contractors.

Then why is Harlequins funding it with $25m and this after their own contractor/advisor Schlumberger done a 2 year study before agreeing to fund.

Even exxons and Shells of this world will not say a guaranteed success till theyve actually drilled it.

I'd rather follow a funder who puts his money where his mouth is and their advisors Schlumberger than follow an advise from their old contractors.

Aimho

Gex is coming on peoples radar as I only posted that old 3 month interview yesterday and it already has been viewed 110 times.

May not mean anything but it does tell you that the interest is picking up rapidly.

Yes it's taken a very long time to get here, and there may still be many still reluntant to buy till they see more proof that this is happening or that AH is not lying or this is not a scam ( carry on waiting)

But majority are now taking or will be taking positions and are accepting that at last it's happening.

You dont get over 160m+ volume over last 10 days for nothing or 125m+ in last 3 days.

Accumulation is happening and positions are being built.

GLA

Casper is quality.

Followed him in many and completely smashed it in wsbn and many others.

Great to have him in Gex.

I agree there casper, why convert if u already have part of that 37m still to sell as u can convert thst anytime in next 4 years and still at 2.7p even if gex hits helium and we are at £1+.

But they can only convert I think 20% of the 5day volume weighted amount , which last week our 5 day volume weighted ave was about 22.5m and conversion 5.1m almost exactly 20%.

But I think they have already made huge sums well over £2m they lent out from 2.7p and selling them at 7s and 8s and may well hold on till we hit helium and sell.

This is what you call friends rates 😠😠

Same things happening when He1 was doing the same thing when rig and service providers were grabbing shares for cash and how right they were from 6/7p to almost 30p before spud. 😲😲😲