Member Info for supermabs

Joycopter - Yeah, I had that thought a couple of years ago and asked RP, he said while that’s correct and it would make selling off a resource easier, it’s more about regulations on running a business being different in each state.

I had a good chat with Trevor over a few beers on Friday, had a lot of questions about Highlands Spliff. He knows his stuff. Exciting times, but we’ve been saying that for years. RP said to me a couple of weeks ago, they could’ve sat here looking for someone to sell their nitrogen to or they could go out and makes things happen. They’ve chosen the latter, and whillst I think we’d have seen a much better SP if they’d used all their East Denver 5.4 million $, they put a lot of that into renewing licenses in places like Helios. I’m not crazy about the whole PB thing, especially as we’ve been down this road before, but it all got done and dusted quickly,

Sums it up nicely Fadec. Quietly accumulating acreage in Kansas, when a deal for that finally happens we should see something big, meanwhile money coming in on Water and 2 wells in ED, soon to be 8. WD should be a corker. Huge land leases in Helios at some point, of course DTU. And the CO2 in Arizona on the back burner and still a couple of other things, Uranium? We’re building a nice portfolio of assets, SP is a joke and we all know it.

Cantor will only release a report to their own investors, although I met another guy at the AGM who is working on a similar such report that I believe will be for general release.

Summed up nicely HopefulDave. I think we have to acknowledge (and the BOD certainly appear to), yes, every step in financial terms hasn’t been perfect, they’ve been one or two mistakes, but ultimately the company has come a long way in three years.

Vex, feel your pain, I always remember a great question a year or two ago from, I think it was Catmandu, is it better to have been twenty grand down and recovered to break even, or to be twenty grand up. I have been both with Highlands, currently a couple of grand down but genuinely believe we are heading to great things. Just really annoying till we get there.

The last couple of AGMs, I’ve come out of thinking that the company is on the edge of something great, ironically, even though we are closer than ever before, I came out yesterday feeling a bit disappointed, I don’t know why, we hadhuge potential this time last year with three major projects, out of the blue in the last few months two more have popped up in WD and Kansas. Of the first three, one has started to take shape in ED, hopefully, we’ll see something positive from Helios soon, and Kansas will help DTU take shape. Last year I said, ‘this time next year Rodders’. A year on, and whilst the SP has not advanced, the company certainly has.

Also asked about talks with ii’s- they were evaisive about this but they were in talks (as always!)

I did ask about the 30p investor, was told they had not been informed of the identity as per market rules which suggested it was an mm- there are circumstances where an mm can own more than 3% without declaring and buy and sell as it suits them (I was told). Frustrating. I did ask for a frank valuation of the company and they did say they were addressing this. The guy I spoke to afterwards was a research analyst and I got the impression that he was the guy who would do a more up to date CPR.

Fadec - not sure who the guy was from Cantor - as soon as he said that they wouldn’t release any research note to the market, I moved on to talk to someone else!

Helios third well will be opened in the next two months, fracking on ED completed my Oct/Nov. Visitors also cot a complimentary cartridge on CO2 and Nitrogen with a hint of Argon.

Not a bad AGM. West Denver is a great prospect but they want to keep it quiet (and Robert actually lowered his voice!) until the leasing campaign is complete (another month) and then they will start applying for permits. He seemed genuinely excited about the Nitrogen project and showed a great video off his phone from when the well was uncapped - looked incredible. The only thing I felt a bit fobbed of about was DTU, got the standard ‘We’re in advanced talks with a number of companies’. I also had a quiet chat with a mineral strategist who was quietly gathering info on HNR operations - I think that could be the research note we’ve been waiting. Other fella from Canters assured me that only ii’s will see any research note that they produce.

HopefulDave! Good to see you last night. Robert and the team seemed on good form. Exciting times!

Ha ha - we need some bad news fast! All the positive RNSs and new potentially lucrative projects are killing this company!

Just click on the link in the RNS on the 4th July, active about 10:30am, session starts at 11am

Great RNS, Cash was a little lower than expected but great updated. Was hoping for something on Kansas, sure that will come out during call.

Sorry, Gallini - damn autocorrect

Galling - did this post the other day, considering all the money that the company has raised including deals, revenue and raises (although I found another RNS after I wrote this with some money attached to it.

I’ve been looking at the cash raised over the last year plus oil sales up 31st March. I’ve got £8,467,384, plus assuming around 150,000 barrels of oil sold at average of about $65, that’s another £7,367,000, so total amount of money going into the company for the 12 months up to 31st March is just under 16 mill quid. Now bearing in mind we’ve probably burnt through most of this, but this doesn’t include the 5 mill US, nor the ongoing 7.5%, and more importantly our growing portfolio of assets, it just makes the current market cap even more ridiculous. If Canter Fitzgerald ever get their arses in gear and produce a research note, which I would expect after figures published, we should see a serious change in the SP. Looking at any one of out major assets should account for a major redress. Good times to follow - GLA!

Sounds like a good plan!

Would also like to hear what’s going on in Kansas, we could be pumping 25 grands worth of Nitrogen a day. And back on the subject of Helium, 2.1 billion cubic feet is one hell of chunk of dosh. And CO2 leases now confirmed. The beat goes on.

Yup, exciting times, you could peg a valuation of a lot more than 341 million dollars on Helios. I suggested to Pricy at last AGM that all the highlighting of the dropped tool mallarky was to detract from the fact that they’d found a much bigger resource than previously anticipated, and they went on quietly acquiring more and more land. I think we’ve got a good week coming coming. Operational Update on Monday that will answer a lot of the questions people submitted by last Friday, then Q&A on Tuesday, Canter releases research note on Wednesday, SP hits a pound on Thursday and then everyone sells on Friday and SP drops to 14p by Friday as per D14’s prediction. Ok, the last two were a joke before anyone starts banging on.

Got all my questions of to Redleaf this morning. Also added another 65k. Think we’ve got some good stuff coming next week. I keep banging on about it but when Canter finally get a research note out, we should see a good climb.

*sign

Evening all, yes Chris Lynas was the chap we had a few beers with after the last AGM, very nice guy, crazy trousers, lives in Ireland, had 2 million shares at the time but obviously increased that following all the recent news. He’s a smart guy, if he’s upped his holding I would see that as very much a positive sing.