Member Info for Siggins

What dangote has achieved in nigeria is extraordinary

A headline on bloomberg just out reads...billionaire dangote starts talks on tanzania infrastructure push

Thanks skippy for the clarification.

Skippy....i dont know if you are correct in your comments regarding VWAP,but if you are correct it,s a brilliant point to make,so thank you,because i personally hadnt even thought of that till you posted it.

i can def see the sense in why the company would need/want to hold back till that was out of the way.

What many of you are possibly overlooking is even if qatar gets back to full helium production some time next year,how are they going to get their product to market?dont forget that they have to ship the helium on container ships ,where such ships carry thousands of different containers carrying hundreds of different types of cargo.

when the houthis started attacking ships of all types in mid 2023,there was approx an 85 pct drop on containerships willing to go enter the redsea.

there hasnt been an attack by the houthis on a merchant ship of any kind in the redsea[not just container ships] since september 2025.

we are now approaching july 2026 ie about 9 months without an attack and do you know what the percentage of specifically container ships are entering the redsea now as compared to prior the the first attack by the houthis in 2023?according to ai,the volume of container ships is currently down about 60 percent and we are talking about 9 months since the last red sea attack?

so i ask the question,even if qatar is able to rapidly resume helium production,are they going to find container ships that will enable them to get the helium to their global customers???

dyor rather than taking my word for it.

Also even if and when qatar resumes normal helium export volumes,what if the straits becomes unsafe and container loads of helium gets trapped in the again,then shippers and buyers will have the unknowns of not knowing when the cargo will reach its destination nor its eventual volumes due to boil off.

I asked ai what percentage increase have oil tankers transiting hormuz has there been since since the usa iran mou and the answer was 230 pct..

i asked the same question for container ships and the answer was close to flat.

the only containership ai referenced transiting was the msc qingdao.i have no idea if that she even had any helium loaded containers on board and even if it did , volumes would presumably have decreased due to necessary boil off.

so i have a keen eye on if and when will qatar volumes of any significance actually occur.

In a world where so many expect answers at lightning speed and at the click of a button,i wonder if we expect complex geopolitical issues to be resolved just as quick.

dont forget when campaigning, trump claimed that he would have the ukraine russia war resolved with 24 hours of taking office.

most people realised that was trump bs but there were millions who believed it,so likewise trump telling us that the iran mou was great and we can all move forward,was accepted by huge numbers of impatient people,as job done,lets move on,but in an area as complex as the middle east,is that even remotely realistic?

when is the media going to tell us when containerships will resume normal transits from the gulf?

i think people have forgotten that tankers are maybe more willing to call in the Arabian[persian gulf]more so than container ships because oil tankers are so much more dependent on that business than container ships.

oil tankers need the area to be re opened to support their volume needs where as container ships are far less affected when they lose arabian gulf volumes.

so can anyone tell me or tell the world ,when will container ships[which dont carry single types of cargo but carry hundreds of different types of goods]will resume normal loadings in the arabian gulf and thereby allow helium a route to market?

if container ships remain hesitant,how does qatar get its helium to markets,thats even assuming that they will resume normal production levels?

My general focus next week is on hormuz.clearly others seem to have moved on from hormuz and its potential knock on affects in some fossil fuel markets.are they right,i dont know,but who does?

trumps iran mou appears that it may be falling apart,because its completely ridiculous and even many die hard trump fans realise the farcical portrayal by trump that its a great deal.we can all see its a major taco move.

many oil,gas and related products and companies dumped when oil collapsed and hormuz was sort of re opened.

can trump just walk away from hormuz to allow iran to claim to control it.

swathes of the general stock markets from my view point ,seem to want to believe that we have now moved on from hormuz and that the problem has been solved so its business as usual.they look at the oil price capitulation and translate that to the obvious benefits to most companies outside of the oil and gas related world.

i really struggle to go with that perspective as we speak today,maybe im wrong ,but unless trump finds a way of stopping iran from dictating what happens with hormuz going forward,then the idea that hormuz is solved and normalised,to me seems fantasy.

add to that ,the poor souls who were lost in the tragedy of qatar restarting their domestic gas production last week and i have to wonder if the oil bears have maybe been a little to keen.

i am not predicting where oil price is headed,because i simply dont know,but i constantly ask myself if the collapse was justified?

even if oil prices do rebound,how long before trump frets again and hits another taco button with the aim of getting oil back down again.

if trumps mou falls apart and fighting and attacks on ships escalate,where does that leave the flow of helium from the region?

not only that,heliums transportation is via containers on container ships and the normalisation of container ships their tracking through hormuz seems to be extremely limited when compared to the increase in the number of oil tankers that transited after the so called re opening of the straits.

Thanks Scot

Iran attacked one ship yesterday and turned back several others.

in the meantime trump does nothing because he is in full TACO.

he is allowing billions to be released to iran and lies that it can only be spent buying usa agricultural products.

his supporters believe all his lies but iran clearly see trump,s taco as way to push him further and further back.

they are making as much a fool out of him as he does himself.?

will there be a point where trump cant get away with this pathetic MOU and irans dominance of hormuz?

are the oil markets too relaxed and are prices just a result of people wanting to accept trumps nonsense,even though they know he is telling lies?

will he have to re engage militarily at some some?

is it too early to call this war as over?

Its an interesting thought kaeren.

do you think there is a chance that tsd felt they could make more money owning hex shares than the potential profit from operating the rig,especially if tsd had in depth knowledge of hex,s geology?

or is that far fetched?

the plus to hex being that have the rig under their control leaving competitors stuck.

Thanks punter.

i guess the question on most AIM stocks,is no news bad news?..or is no news,them getting on with the task in hand?

i hope its not a placing.it may be my imagination but virtually every aim listed company i invest in, only seem to raise funds when the sp has tumbled rather than catching it on the rise.

our case hasnt been helped by the tech nerves that were out there before micron announced last night and of course trumps latest taco play and resulting oil and gas price reversals.

aim listed co,s need obvious tailwinds and constant news,otherwise people seem to panic,whether that panic be justified or not.

i havent followed Bo long enough to try and understand how he thinks and if a large drop in the sp bothers him or not.

it could be,that he thinks he is doing what he feels will get the co to where he wants it to be and doesnt feel the need to react to the sp,beacuse ultimately that will take care of itself.

in other words i am clueless but sitting,waiting and hoping because unlike other exploration co,s i have positions in,hex are supposedly in some level of production,which gives me some hope that we may still be sitting on something of significance and hopefully patience will one day reward.

Punter..i am interested in your views.

i dont know if you are correct,but none the less i am interested.

where do you see us being in the next few months?

Punter.

have you contacted bo directly yoyurself?

it sounds like you should work for him and tell him how to do his job.

you are wasted on here.

Actually it says less than 14 pct and when asked ai to clarify it said that means between 11.5 pct and 13.5 pct

A report that russia,s orenburg refinery has been hit by a ukranian attack..according to Ai ,about 14 pct of russsia,s overall helium production comes from that refinery

As always Scot,many thanks for the brilliant updates.

Thanks so much for keeping us updated and making it comprehendible.

Surely they understand that they need to keep the amendments within the scope of acceptability to Glenfarne,unless they think Glenfarne have held a little back up their sleave..

If the politicians block this,they are basically preventing Alaska from growing their economy for a generation.

Lets hope good sense prevails.

Ezikh...where do you get that 5 x p/e from.

that seems very arbitrary.