The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Surf, a rasie is coming. But as said a million times already (including from our CEO) not until we've drilled.
surf, no expert but the hale hypothesis being banded about seems to fit. he's selling down his position which is pinning down the sp.
once he's stop selling, should be set to rise.
the fool article is a farce, no way we'll be hitting 10p on a successful drill campaign, we'll be blowing the ******* doors off!
Classic fool article. Absolutely not got a scooby
Plan post discovery is for SpaceX to build their global launch pad asset at Tai.
Endowed with copious helium :-)
Feel like coming in like Harry Enfield decked in shell suit, perm and tash to deal with shouting between Gary, Barry and Terry "calm down, calm down, calm down"
All the yoyoing over last month or two will pale into insignificance when we look back at this in Q4. Only folk who need worry now are folk wanting to jump ship or trade on He1.
Agreed, lets just run this into spud, drill, log and whatever it reports. Raise at this point, if we don't get discovery then so be it, we raise (if we can) on a big dilution or work on renting our rig to raise cash.
Not for a second that I believe this will pass, I see a discovery as nailed on. We near as dam had it last time just let down by crap gear. We're not repeating that mistake this time around.
Personally I don't have a problem with the leadership team being awarded options as opposed to purchasing shares. As long as it aligns with shareholder interests.
On the options, what about having the vesting kicking in when the SP reaches a threshold for a prolonged period. For example xxx,xxx/x,xxx,xxx options can be excercised when SP is held at £1 for >1month of trading?
Hopefully we get volume even if SP isn't motoring upwards. Volume can shift the seller to clear them out so we can rise (as we should) towards spud.
A non dilutive forward financing via our rig rental would be SWEET!
Or just waffle?
Agreed mrbam.
Also a lot of holders are seeking to derisk as we get into spud, so more shares will hit the market to sell.
Personally, not an issue for me. I want to see this this Tai drill through to discovery and appraisal results.
#holdforgold
Can you imagine if the discovery analysis reports 10.6% helium from this drilling programme to match the surface seeps....
...It'll blow the doors the off the resource value we have (and our SP)!
Dunno? Given he/she/they are in the know, could we ask Art to give us a wee update please on short positions that are in play for He1?
Art has cold sweats going on now. Trying desperately to close out the short position he/she/they have taken out on He1 stock.
Jog on
Hmm...
1. Market sentiment for helium is strong
2. The 1st drilling campaign didn't 'fail', helium shows, just an inadequate rig to execute the discovery - certainly no duster
3. We aren't leasing/renting a rig now, we OWN our rig. We can drill away in a more economically efficient approach to other prospects going forward.
4. I have full confidence in our newly appointed CEO and chairman, both are high calibre and very capable.
4.
Art, would I be correct in saying your forecast SP movement based on 2021 performance into spud ignores the rise in commodity Helium pricing between now and then?
Nope not "maybe tomorrow", more like "maybe two weeks"
I disagree, maybe they can parachute into another equivalent job if it crashes. But if it flys it takes their respective careers onto the next level.
Triplestar, I think you're right. Nerves are jangling now.
All this pent up nerves gives us even more fuel into the SP rocket when our rig RNS comes in. Nothing being said, but we can bet that Lorna and the team are busting a gut to get this over the line. Too much riding on this with respect to career reputations to not get it done.