Member Info for Swissydog

I think they are conservative as well. Do you think a raise will be needed before FDA Approval comes in as they are now saying that should be approx early Q3 2024. I was hoping it may come in before end Q4 2023 which I suppose is possible and would certainly give a lift to sp ready for a raise. £8m does appear moderate with the potential sales available going forward. So onwards with the good work and fingers crossed for early FDA approval. GLA Swissy.

Hi @tghussain it will be interesting to see if these revenues will give enough cash runway until FDA approval but I wouldn't baulk at a small raise after that if it was purely to increase and assist a larger sales force out in the field as this should very quickly pay handsomely with expected increase in sales.

The thing is that current revenues have increased even though most medical institutions that are 'trialling" CIC products on a consultants experience rate (I presume an almost at cost rate) are still showing on the bottom line. I stagger to think what these revenues will be like when approval hopefully comes through before year end and we can charge full market rates with a much higher customer count. We will see within next few months but my investment here is steadily increasing and personally predicting for the best outcome. AIMOHO but lets see what they can highlight in todays presentation. GLA Swissy.

Looking forward to the presentation later on today as the half year report looks positive to me. There was a suggestion from previous presentation that revenues were expected to be approx £1.4 for the year but actual half year revenues are already showing £950k so this is looking to the up side of expectations and surely would only climb higher as more institutions subscribe to collaborations and those already using CIC and LipidInCode increase their usage. Looks like strong foundations are being built which is all we can plan for at this early stage. DYOR and GLa Swissy.

Yes you need to be in and out quicker than kevinRound on a hot tin roof and that is quick. Love your style @KR i wish I could react and move as fast, chapeau to you!

I was watching this share some weeks ago and today the sp has taken a near 50% hit. I'm sure they can restructure and come out the other side of current trading anomalies but I'm guessing they may need to restructure dept and maybe a placing going forward but at what price would that be? The RNS states that they are expecting a seasonal increase in turnover as the cold weather approaches (Traditionally this happens for window/door suppliers), however

I'm associated to the building industry and although many contractors seem to have work at present many are saying that forward bookings have slowed right down and the phones just are not ringing at a time when schools are back and a pre Christmas peak normally arrives. We are an industry with our fingers on the economic pulse so just wanted to share that with other investors. GLA Swissy.

@Legalwolf, yes I wish I had sold as well but it wasn't quite at my breakeven when the tide changed. I would still have been better off selling and buying back in though. I do listen to your considered approach and actually agreed with you but for use LTH new to AIM it has been difficult to manage when being caught out by earlier spikes. Lesson learned and I'm better for it hopefully. I have other projects now that I would like to direct the proceeds into and really hope that into spud that 10p or above is achievable but they way the BOD manage things there could still be a bumpy ride. Anyway it can't be long until we find out now.....can it? Take care Swissy.

OK I'm not watching the HE1 BB for a while sit is all laughable right now. The BOD keep doing timely moves that seem to drag the sp down constantly that it could appear they want somebody to mop up cheap shares and get in nicely pre spud but we are all only surmising and know nothing. Even Legalwolf got referred to as a punk today lol. Well I know that none of use actually know anything about each other on these BB but I'm guessing that is a first time you have been called a punk @Legalwolf LOL!

Come on LB stop the BS flying around and get on with it for goodness sake. GLA Swissy

Hi donmac101, yes lets hope so, although I'm not expecting earth shattering news it will be great to see how projects are progressing and contributing to the bottom line. Also to see if any updates on FDA approval can be voiced and how many more tier 1 and 2 institutions in the USA are forming collaborations to access CIC products as this will really help to accelerate progress when we get approval. I wish the big buys were mine but I certainly like adding when I can. GLA and DYOR Swissy.

Legalwolf, permission to frame that and have it printed on a T shirt for you know who LOL!

Have a fantastic time Deep100 and don't worry about a thing because if the share price crashes in the next 10 days then it will be for reasons that will catch us all out. I reckon on return you will be able to make the stick or bust decision that you haven't even been in a position to take yet. Forget everything and enjoy, cheers Swissy.

Skittish you have done enough work towards this BB that you have earned the right to dream up whatever theorised ideas you want and we would all forgive you. In any case I want to think your idea is correct and its up to HE1 drilling crew to prove you wrong! Come on Lorna don't be a tease, drop the flag, sound the horn and lets get on with it.

One of the results of drilling Tai 1 with the second aborted attempt gave us the conclusion that traps and seals are effective both horizontally and vertically so maybe this piece of learning could prove very significant at Itambula-1. I'm beginning to really like the look of this site as our second play for this year. What do others think?

One other thing that I did notice from your linked image is how all traps and seals seem to rise quite dramatically towards the fault with one actually sealing down vertically on the other side of the fault. Do you think that the thought might be that migrating seepage of HE into this fault line may be able to be tapped into. I'm no geologist so only my personal assumption but might be a reason why there are such high% shows at surface. Opinions are gratefully received. DYOR Swissy.

I did notice that myself Skittish but these are 3 way closures so I'm not sure if we get the full detail from the images shown although it does appear to drill through the fault albeit near to surface than at Tai 1. I always remember DM saying during the first interview that I watched that you need to drill as close to the head rise in the primary closure (Karoo) and not the shoulders i.e. where the rising helium can accumulate at the heights point of the closure. To do this at the two drill sites mentioned it looks like that is the only option. We are going to find out before Xmas so GLA Swissy.

I don't know about a twitching sell finger @Dai but I know where I might of put my thumb for the past two years especially if this doesn't go above 10p shortly into spud lol! Come on Lorna let us remove our digits and move on! DYOR and remove your own digits GLA.

My perception is that they will try to TD doing mud logs on the way down, then wire line to confirm and then take samples to be verified in the lab. LB suggested that all going well this should take a month from spud but won't include flow testing as a discovery can be made and onto the next drill. Flipping heck how are we going to feel if we are still holding most of our shares at that point, knowing that the next drill is not far from 10.2% natural helium seeps with a TD of only 800m. I for one will need so more experienced guidance and I am not afraid to ask for it so please don't hold back thinking you may be teaching me to suck eggs as you won't be , lol. Waiting in anticipation of your greater knowledge, cheers Swissy.

By the way deep100 I don't know your average buy in price and may be rude to ask but how will you feel it sp rises at spud and you are just break even at that point.......do you stick or bust, not easy is it!

Guys we all feel that we have been led a merry dance by the HE1 BOD over the past 2 years but how will you as individuals feel if strong helium shows are indicated relatively early on in the drill at Tai C. The horizons that the HE shows came at Tai1 are much closer to surface a Tai C due to how the ground has pushed up on this side of the fault (see plates showing this in latest presentation). The new larger more powerful rig will reach these closures in no time giving shows very quickly if present. Now as much as you, me and the other average private investors will be looking for a quick exit it is going to be an emotional decision to make having had to hold this share through the darkest times of the past 2 years. Trek on the HE1 bb has said that Mr.average investor will probably end up getting out too early this time. However much I think I can work my exit/ de-risking timing out correctly, in honesty I will probably get it wrong. That is why this BB could be beneficial to the few individuals that post here as we could be more objective and honest in our views when things start to get emotional, lol. I just hope we all do really well out of this but friendly guidance / opinions are all welcome when red flags start to fly and the first warning shots are fired if it does look like its going wrong. Best of luck guys and keep them peeled, Cheers Swissy.

It will be good to see how all of our different products are starting to contribute to our bottom line. It would be nice if incomes are able to support our cash runway beyond receiving FDA approval for CIC Kit implementation into the market so that any potential raise in the future can be done at the highest price. These presentations are always crammed with details and company activity insights so I suggest any LTH and New share holders alike try and absorb the information. Slow steady progress is good progress so GLA Swissy.

Great I purchased a few more today at 6.098p and these are the only HE1 shares that are now in the blue lol. I know it is sad and such a very long time to happen but it has made me happy in a simple way. Lorna was very straight with the interviewer on Pro active the other day when she stated straight YES when asked if the recent raise would go into the third drill. Anyway it looks like we will all be waiting for results to get out of this one with the amount of shares around at the moment unless any of you bought in just before rig announcement you lucky things ;). Lets hope we get some new money coming in to mop them all up. GLA as not long now, cheers Swissy.

Thanks Skittish for all of your research and detail as it really does go way beyond the average share holders ability and drive to discover and what is more you freely share it with us. Many thanks Swissydog