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Good afternoon Trek, I have a large HEX position and a much smaller position here. What is unclear to me is the price at which Mendell will have to exercise its option to buy M3 and therefore at what level they might raise to do the RTO. Time will tell, but interested to hear if you have any view in this respect in the meantime? Thanks

I think MMs want our shares, in my mind tree shake on good news, I'm not selling as the excitement has only got better with two wells on the go of which one has founds lost of helium and hydrogen and the second is an appraisal well DYOR

Bitcoin is moving higher and if it breaks above 70/71k Vinanz will do very well, as it's a leveraged play on their Bitcoin production with cheapest electricity costs in the US. US investors at that stage would also follow and start buying the US listed shares. DYOR

Only time will tell if they deliver or not, but the positive is that plans seem pretty sensible for a micro cap with little funding. Gold is in vogue and a very lucrative sector to be. They are progressing as planned with the small raise done on the mining side and ramping output with revenues expected already in a month or two to be re-invested. As they say in the interview from 17mins in, subsequent plan is to get their own processing plant up and running next year with approx one million dollars, which could be self funded on one side and partly with borrowed money from local financiers to avoid coming back to shareholders. There are various micro caps out there with just costs and no plan or strategy at least NTVO has a vision and some potential to do really DYOR https://www.youtube.com/watch?v=hIOWrGOfdZs

Great interview. 0.0025p is definitely the floor. A bit more churn required and thereafter we will move back into the 0.003s is my take as next step. Spoke with a market makers in London yesterday and we are all aware that a gold mining company, currently funded with a mcap of only £1.5mio will attract retail and non retail interest, as that is a valuation which is often just given to a cash shell used by others for an RTO. I don't think it will 10 bag as others say, but I can see it at least double from here and reach the 0.05p area where wts from previous raises have been granted. That would only equate to a £3mio mcap and is achievable when they start generating revenues from December. Pretty illiquid and high risk but also with some short term high return is the way I consider NTVO. DYOR https://www.youtube.com/watch?v=hIOWrGOfdZs

Great progress and no wonder Bo is so happy. With all the upcoming newsflow I expect us to move to the high 20s and 30s as we found high levels of Helium and Hydrogen, we are no longer talking about finding them or well issue problems and the already proven second asset will also kick off soon DYOR

Looking very good, well done Bo and co.

Superb news indeed, re entry could have not gone any better.

Great RNS, doubt we will stay at this Mcap for long.

Email, have a look at the entire 30 Sep RNS,

cash generation should start in Q4 2024. Many mining and O&G companies have no revenues at all for years so targeting early cash flow by NTVO is great as it will reduce the requirement for further raises, what they and us are trying to establish now and short term is the likely amount of gold.

Great RNS, they did clearly state that owning a plant would increase profit % to NTVO and they are looking into it seriously which is very positive. Short term I expect the usual churn post raise starting from those who took shares in the placing hoping for a spike who are now selling at the same 0.0025p level and thereafter we will move higher step by step as other placees like myself expect the price to move higher. Gold grades and revenue potential will be the true test of where NTVO can be valued at and anything meaningful can take a company with a mcap of £1.5mio a decent way upwards short/medium term.

Agree Steve on potential of 2-3 bags by April if they deliver. Re Mcap as per last RNS ‘On Admission, the Company will have 61,368,391,175 ordinary shares’ and if you multiply by 0.0025p you get the current £1.5m Mcap. Last post from me until we get corporate news, position taken and time now to let the churn take place etc DYOR

Present, and prospective, NTVO holders need to look at this as a new company with new assets, which is what I did taking up shares in this raise. I will only post from time to time. I have been investing for 30 years (see on X @Stefano_shares) and the key aspect is MCAP and where it can go from here, the amount of shares is irrelevant. Post raise the amount of shares in issue x a share price of 0.0025p derives a £1.53mio MCAP, of which £486,000 is the cash raised which will be used on the Peru assets etc. It's usually difficult these day to get a company with such small MCAP listed on the LSE and therefore often a shell is used, as already listed, like in the case of NTVO. Next question is where can the MCAP go from here. Others have posted financial projections of what the current assets could generate revenue wise in a low/medium/high success case, which implies a potential significant MCAP uplift if they deliver on their stated strategy. I suggest new investors look at earlier RNSs both for NTVO and ECHO, going back also for example into the ones for ECHO dated 1 July 2024 which contain details of the 'Tesoro Early Cash Flow generation'. Correct me if I'm wrong, but the lowest raise prior to this round was announced on 31 July 2024 ie £418k raised at 0.0025p with wts at double 0.005p, so it could be that most of those 0.0025p shares have already been flipped and those holders will wait at least to see a price above 0.005p. Christian Yates has bought approx 241mio shs on 2 August at 0.0041p ! On 29 August current and former directors and consultants took salaries and fees at 0.0033p. The above confirms that 0.0025p is the bottom entry level and that key directors are incentivised to make this a success. There will be the usual churn post raise, but I envisage the share price moving up from these levels over the next weeks and months as we will have plenty of news. Nobody knows if and how they will deliver on the strategy, but at least there is a plan, which seems sensible with early cash generation, especially in a gold friendly backdrop. Some will pick this up as a cheap gold play and interest will grow. We all know this is a high risk high return play and I have invested with a short/medium timeframe and will re-asses in a few months time depending on newsflow. DYOR

Funding out of the way and now progress as mentioned in the latest interview https://www.youtube.com/watch?v=gjYIuE9VhtQ

Great news re fleet expansion whilst Bitcoin prices have retraced a bit. The strategy is clear post latest halving which will force expensive producers out and shares will take off slowly now in my mind, as expansion is taking place in the cheapest energy arena, and significantly if and when BTC prices increases as we are ultimately a Bitcoin leveraged play as stated.

As Steve mentioned the upcoming raise was the only limiting factor to hold the shares back. Raise out of the way and funded makes NTVO a very interesting proposition. Depending on final raise amount and shs in issue MCAP at raise price will be only around £1.5mio. As Steve also expect NTVO to trade much higher over the next few weeks and months.

The Gobi Bear-1 result is indeed a bit of a mystery, or teaser as Mike Buck calls it, it may indeed be a bit of good news after a bit of time in the lab. Production at Heron-1 should happen soon and a bit of welcome good news in that extra permits are not necessary here and also that Heron-2 should creep into this year as well. If you make your own good luck then MATD have persevered hard to be rightly well deserved, good time look like they are back for Mike Buck and the team.

https://www.malcysblog.com/2024/10/oil-price-angus-petro-matad-and-finally/

Legalwolf, I read it that Heron 1 can start production as soon as they have finished the current installation of long term production facilities, as per RNS:

The Ministry of Industry and Mineral Resources (MIMR) and the Ministry of Construction and Urban Development (MCUD) have approved the Company's proposal to reclassify oil production well pads such that they do not require construction permitting. MIMR has issued instructions to the Company to start production. Construction of long-term production facilities at Heron-1 has commenced and production startup during October is expected.

Superb news and getting H1 and H2 on stream with finally revenue production will be a game changer after years of waiting, they must be delighted. Well done.

Great news, all progressing to plan and getting exciting. Time will tell but we all know that if they can sort out the shale section HEX will take off.