Member Info for tomhuk2000

As per the last RNS the 5 fully funded Las Animas 🇺🇸 Vecta drills are still on for October to December, so an update and drill schedule should be due any day.

Also, permit updates for EP145 & EP155 may well be in the pipeline and new helium acquisitions TBA.

Link to Las Animas Research thread in Tweet 👍🏻

https://x.com/redditdeluxe/status/1842570780699156935?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Speaking of ‘churn’ Edwood, with higher volumes last week 80M have cleared 2.5x of the overhang.

Not an exact science but usually 3-3.5x is when overhang plays start to move (purely on a technicals basis). Of course news trumps that.

Cheers Ashton. Happy to hold

It may cause some consternation from many on here… But I’ve just doubled my holding.

Hi all, here’s an investment case for #FRG

Having had some comms recently with the BOD, they are an extremely low risk, high upside stock focussed on the production of copper pricing aligned Quicklime.

There are 8 pages (collective yawns 🥱), but I’m now holding a near TR1 level amount for the long longterm and hopefully you can see why from the info 👍🏻 (also encouraging Nick Grace bought nearly 5% a few months ago)

https://x.com/redditdeluxe/status/1841915434658054282?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Positive RNS from MetalsOne of which 80M own an approx 19% stake.

https://www.lse.co.uk/rns/MET1/high-grade-ni-cu-co-zn-intersections-8211-finland-5nbxzskanadcw2p.html

Very positive Ashton. Great to have Dundas potentially back in play. Hints to a JV at the end of the Zeus Broker note as well maybe?

Morning Chirpy,

Just been doing some digging re Greenland 🇬🇱 and the overall attitude to mining etc there. Looks to be a very appealing jurisdiction for 80M and Pulsar with US/Europe market access and a pro mining outlook. Anglo American certainly seem to think so.

Very positive to have the exploration and also exploitation permits too.

Chirpy,

Thank you for the info. Much appreciated.

Much appreciated Ashton. I’ll take a look this afternoon.

Just a heads up re Pulsar/Tunu, Charles Archer is doing a write up next week so might have some interest for us 80M holders. I’ll post a link once published.

Morning Ashton

Yes, hopefully so. I touched base with Rod and Eric mid travel and we are set to catch up next week, early the following when they return to London.

Just looking at Pulsar’s neighbouring Liverpool Land asset, do you have any useful links? Ideally re historic geological studies?

Maybe you’re right Ed. I don’t think there’s going to be any productive or grown up discussion/debate possible.

I think even if Rod and Eric started laying golden eggs, she/he would predict an imminent gold market crash and claim the eggs were only 12 carat after all and not commercially viable.

This is a speculative recover play investment for me at around the placing price based on a new helium/hydrogen focus, decent BOD buying and current assets that are rather attractive (DISKO etc). I’ll make some money on good news or exit with a small loss at worst if news is delayed or not forthcoming. RVR works for me and that’s it. Sadly it appears 80M is much more for RACH, a hatred that is seemingly her life’s work.

Well Rach this is getting a little embarrassing now isn’t it? (For you I mean). A person so chewed up with hatred and bitterness toward a company that you are forced to deny the potential material worth in a booming commodity! Just because 80M may have some! 😂

So no JV, buyout or any other mechanism can see any value in helium or hydrogen for a small scale explorer or producer across the entire sector? Is that right?

I thought we were debating 80M in an adult manner with a REALISTIC perspective of the pros and cons. I have freely admitted the company has had its problems, however sadly today it has become apparent that your hate for 80M has rendered you completely inept, unreliable and without credibility… That and your seeming inability to admit when you might be wrong or even open to perspectives that don’t align with your own.

I’ll speculatively invest here and hopefully make some money. Whereas you will remain obsessed until 80M go under (to your delight seemingly despite losses for long term investors - you do seem to delight in others potential and real losses - a stance I find rather ghoulish and sickening ) or conversely 80M does well and you end up going loopy 😂

How on earth did you end up like this? All this time wasted to 80M, wow!

Deary me indeed.

You say: “The US and Qatar will increase LNG production as will Canada and Russia. Just how do you think 80M / WF will compete with that?”

How would any other producing or prospective/explorative helium company compete with that??

Because they have run the numbers and see significant demand increase and deem the helium and hydrogen game as profitable now and should any price increases emerge. In recent RNS’s HEX have used the helium at $500 per mcf as their near to mid term valuation metric for in situ resources.

I am a bit taken aback that I’m even having to defend the inherent and future value of helium and hydrogen. Ten years ago maybe, but maybe this time you’ve gone a bit far with the deramping RACH 😂 (starting to lose credibility)

I think I’m happy to trust Reuters and my other sources (including scientific papers)

Morning RACH

Having tried to see balance in your posts (despite taking umbrage with the abrasive manner with which you interact with people on here) This is where my suspicions and reservations regarding your intent kick in.

I’m afraid your outlook for helium demand is at odds with the wider overall market consensus, and even the most ill informed investor should be aware of this.

With domestic markets in the US and Australia suffering a critical shortage of Helium prices and demand are set to rise. Not to mention sanctions on Russia prohibiting Helium exports .

Helium is an essential part of, as you said, semiconductor manufacture, but also diversified across many industry sectors, eg the medical industry, precision engineering… I could go on.

Even the most cursory glance at research/articles out there shows that helium and hydrogen are at worst going to see a steady increase in demand and pricing. Here’s a recent Reuters article:

https://www.reuters.com/business/energy/helium-demand-double-by-2035-tracking-chip-production-boom-report-says-2024-09-09/

If I or anyone on this board were to have stated something as brazenly inaccurate as you have just done (should it be a positive for 80M that is) you would have gone for the throat and tore apart their post.

Thoughts?

I think that’s a balanced post Ben.

I, and a few investors on TG, have taken positions aware of past failings, but with the opinion that the RVR at this price is worth it if Rod and Eric can deliver some decent news in the coming weeks and months.

At least I’m off the hook for trying to deceive people hey Rach?

Hi there Ben,

Thanks for the reply. I think we are on the same wavelength regarding potential newsflow.

However, I am very encouraged that the BOD has been buying in with significant amounts of cash in the last placing (also the one before), as well as at other intervals. Rod McIllrey may be a marmite character for LTH's but I doubt he would have opened up his chequebook and taken 5.66% of the company if he wasn't expecting a decent move upwards.

I suppose all we can do now is wait for news to drop.

Have a good weekend!

Yes, thank you Ashton.

In your opinion, as a LTH or at least not a new investor like me, what news items are you anticipating in the coming weeks/months?

Hi Ashton

I was using the new site 80mile.com and it doesn’t appear to be there. Maybe that’s where LWHL is looking too?

https://www.80mile.com/regulatory-news