Member Info for tomhuk2000

#MSMN overview article in the run up to (very overdue) news

https://smallcappix.com/blogdetail?id=47

https://x.com/smallcappixuk/status/1855905659536941537?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

In my opinion, there’s no delay until it’s announced. MSMN have had a few opportunities to push the timeframe back recently, but haven’t done so.

Having asked around and done some digging, rig contractors in Colorado move fast.

This is all only my opinion as a large holder, but I’m encouraged re HE1’s price action and think if they see some helium success it’ll only bode well for MSMN

With the fully funded 5 well Vecta Helium Project set to still start drilling in December, investors have an opportunity to buy into an imminent #Helium drilling campaign at £7m MCAP

With #HE1 doing well & drilling a mere 10 miles from #MSMN’s drill sites & #HEX showing positive signs, MSMN’s Q4 endeavours could be perfectly timed to take advantage of renewed interest in the Helium sector. Now… some news please Mosman!

https://x.com/redditdeluxe/status/1854800552896422366?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

RNS: #ROQ STAT-6 Results Presentation at Advanced Therapy Development Congress, London 🇬🇧

“The results demonstrate our siRNA is highly competitive in head-to-head comparison with leading STAT-6 companies, with potentially better absolute efficacy…”

“We are progressing with the Company's near-term imperative, which remains, to complete meaningful partnerships with one or more Big Pharma companies."

https://x.com/redditdeluxe/status/1854070839198494852?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

It looks like the granting of the Mount Winter EP155 permit is a shoe-in for #MSMN with #GEX receiving the nod from the Indigenous Relations Consultant & them feeling comfortable enough to progress the costly reprocessing of the 2D seismic data.

https://x.com/redditdeluxe/status/1854073576938233860?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Another great update from #FRG with progress on time & on budget to begin Quicklime production this quarter.

Lots more news to come including:

• New JORC resource estimate

• Offtake agreements

• First kiln fire up & first production

• Analyst/Broker valuation note?

Once again, great comms and visuals from the team @FireRing_SM

https://x.com/redditdeluxe/status/1853702134132347275?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Nearly 13% of the entirety of #ROQ traded in the past 3 sessions (including today)

https://x.com/redditdeluxe/status/1853498695242989766?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Interestingly for new & prospective #MSMN investors, the Galactica-Pegasus Project is a mere 10 miles from MSMN’s “The Bard” Vecta drill site, which is one of 5 fully funded #Helium wells to be drilled starting this December.

https://x.com/redditdeluxe/status/1853344055939236187?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Yes, indeed Londoner. Having liaised with both sets of BOD, the timelines are very fluid but with the potential for 2025… but certainly fully funded.

That’s if MSMN don’t take back control of that one too 😉

Your skepticism re MSMN is interesting. May I ask what your position is? Current Investor?

Well, Londoner. These are firstly, EP155 in the Amadeus Basin JV’d with GEX. A free carry agreement where MSMN hold a 25% stake through Seismic and reduce to 10% through GEX funding the drilling.

Secondly is EP145, a prospect a mere 10 miles from the pipeline to the Darwin helium facility. It was JV’d with Greenvale until a few weeks ago when MSMN took back control on 100% of the project. They did this as GRV’s financial position is now less attractive and MSMN’s is the best it’s ever been. The plan is now to independently do seismic and (imminently) secure the permit, thus giving MSMN a very strong position to negotiate a new JV on better term's with a company in a more sound financial situation who have the ability to move faster on drilling.

I hope that helps.

With last weeks #MSMN RNS stating that the fully funded 5 well helium drilling campaign will progress in December 2024, it might be worthwhile to take a look at a comparative drill in the area, at a similar depth from Blue Star #Helium.

As we can see, each drill will take 6-10 days to complete. MSMN are utilising shallow water wells chosen for their rapid 3 week permit turnaround and their relative low cost of $259,000 per well (5 wells at $259,000 each = $1,295,000 of which MSMN hold a 20% stake. So MSMN’s drill costs are a mere $259,000 for 5 drills)

With drilling scheduled for December, expect to see the following newsflow in the coming days & weeks:

• Vecta Rig/Operator Confirmation

• Vecta Drill schedule

• EP155 permit granted

• New Acquisitions Update

• EP145 Seismic Results

• EP145 Permit granted

• New EP145 JV Agreement

• Cinnabar Sale/JV

With 2x fully funded Australian 🇦🇺 Helium drills next year, more acquisitions on the horizon and funding worries out of the way due to the Stanley sale and the recent fundraise, also no warrant churn lag (with 571,428,571 warrants at 0.15p having expired unconverted on 2nd November), a £7m MCAP seems awfully cheap to me.

(Slide: in link)

https://x.com/redditdeluxe/status/1853034363484520476?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Hi there Radika

There are quite a few good videos on YouTube regarding charting.

In a very basic sense, past trading volume is analysed and certain trends and patterns are then predicted.

Proper skilled charting is beyond my skill set as I’m mainly a long term investor in stocks as opposed to a trader, so I identify a company that I feel is significantly undervalued based on all sorts of different criteria and buy in that overall zone. Charting allows more accuracy in calling the bottom of a stocks decline and a more accurate entry/exit.

I’m sure MSUK, will be able to elaborate on the finer art of charting in a more in depth manner.

Have a good weekend

Great chart work again by @TheSaintCharts With a very bright outlook for #MSMN next week

A target of 0.06p to start with & when the “stacked” newsflow starts to churn, a broader run through 0.102-0.121p in the run up to Decembers #Helium Drilling Campaign (still only a £19m-25m MCAP)

https://x.com/redditdeluxe/status/1852675017072431410?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Well MSUK, maybe we are trying to say the same thing but in massively different ways.

You carry on with your charting and I’ll carry on my research based on company fundamentals, industry/sector trends, geopolitical/wider market indicators and overall investor sentiment… As well as using charting as a entry/exit marker.

Have a good weekend

I don’t want to blow your mind on a Friday afternoon people, but the buys and sells come from actually living breathing people and what inspires those people to make those buys and sells?

News? Sentiment? Company fundamentals?Geopolitical and wider market issues?

Maybe more at play than chart technicals.

Agreed Lloyd.

We have done our research and are happy with our investment and the upcoming news flow.

Any investors with an ounce of sense will see their motives, or know them from other stocks they have infested.

Dsymons

That RNS was from yesterday.

Deary me

Read YESTERDAYS RNS (Not that anyone can seemingly be bothered to do that):

Vecta drilling to start in December. On track for the previously quoted timeframe... No delays as of yesterday!

https://www.lse.co.uk/rns/MSMN/final-results-to-30-june-2024-ehgfvguk502br4r.html

“The pivot to focus on helium was achieved with first entry into the USA with the acquisition of a 20% working interest in the Vecta Helium Project, where drilling of five planned helium wells is expected to commence in December 2024.”

Pretty poisonous lot on this BB aren’t they?!

We can look forward to the following news this quarter (hopefully all in quick succession):

• EP155 permit granted

• Vecta Rig/Operator confirmation

• Vecta Drill schedule

• New Acquisitions Update

• EP145 Seismic Results

• EP145 Permit granted

• New EP145 JV Agreement

• Cinnabar Sale/JV

https://x.com/redditdeluxe/status/1851932308405698669?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Hi MSUK,

I couldn’t quite make out from your message if you were talking to me. But if so, yes on a technical level.

But of course, charts aside, AIM is profoundly sentiment and news driven and there are even wider market influences at play currently this week with the effect of the Budget etc.

I value charting and use it in trading. For investments I use it in tandem with wider research and due diligence.