Member Info for tomhuk2000

Probably last of the warrant churn clipping its wings momentarily. I emphasise MOMENTARILY. lol

Yes that helium article is very good

A look at #MSMN's Vecta Acquisition in the USA

#Helium Forecast:

Healthcare, electronics, aerospace & high-tech manufacturing push strong demand despite long-term structural undersupply in all markets. This is driving prices skyward, particularly for US domestic sources.

11/13

A look at #MSMN's Vecta Acquisition in the USA

Conclusion:

It would appear that MSMN is in the right place at the right time again in securing a stake in arguably the best #helium jurisdiction in the world & they have done this in a remarkably astute & affordable manner.

12/13

A look at #MSMN's Vecta Acquisition in the USA

Useful Sources & Further Reading:

Article: https://www.goldandrevolution.com/when-a-rush-begins-a-field-guide-to-the-helium-hopefuls-of-the-usa/

MSMN Presentation: https://www.mosmanoilandgas.com/sites/default/files/2024-06/240618%20-%20MSMN%20Presentation.pdf

Blue Star #Helium Presentation: https://www.bluestarhelium.com/wp-content/uploads/2023/10/61174267.pdf

MSMN @proactive_UK Forum: https://www.youtube.com/watch?v=YHG1wDpi_rQ&list=PLnk_WM-WosgVYXWqy88W_292fUgfVuiLE

13/13

https://x.com/RedditDeluxe/status/1809906949112185022

A look at #MSMN's Vecta Acquisition in the USA

- 20% acquisition of Las Animas #Helium Project

- 7-11% proven helium resource

- Cost: $500k (plus $130,000 contribution to 5x drills)

- Fully funded via Stanley sale & oil revenues

- Low cost drills

- 1st class infrastructure

1/13

A look at #MSMN's Vecta Acquisition in the USA

- 5 prospects, each to be drilled in H2 2024

- All 5 drills to cost #MSMN only $130,000

- Drill costs 1/10th that of US peers

- Low cost due to shallow, conventional drilling

- Rapid development/commercialisation target 2025

2/13

A look at #MSMN's Vecta Acquisition in the USA

Geology:

- Nearby Model Dome & Cynthia True #Helium grades 8% & 8.8% (Nitrogen 77% & Co2 15%)

- 4/5 prospects in the "proven play fairway"

- High-quality Permean Beach Sands

- High-quality Seals

- Shallow Depth: 1000-1200ft

3/13

A look at #MSMN's Vecta Acquisition in the USA

- Blue Star #Helium already producing in Las Animas & has 643 MMCF Contingent helium resources (Voyager) & 13.4 BCF Prospective resources (other)

- Rail/Road/Air Logistics

- Modular in-field processing facilities available

4/13

A look at #MSMN's Vecta Acquisition in the USA

- Nearby infrastructure & downstream #helium purification

- BLM pipeline, Ladder Creek gas gathering system & Cliffside Helium storage close by

- Within 150 miles to purification facilities

- Conveniently located for consumers

5/13

A look at #MSMN's Vecta Acquisition in the USA

With Model Dome (8%) a mere 10 miles away & Cynthia True (8.8%) nearby, we can see on the graph below the 7-11% grades observed through MSMN/Vecta's 5 prospects, that Las Animas is truly world class. (Credit: Blue Star Helium)

6/13

A look at #MSMN's Vecta Acquisition in the USA

The Four Corners

- This area is now widely seen as the epicentre of the new #Helium boom with infrastructure in place, government support & consumer partners setting up shop to benefit from Las Animas, Kansas & Montana helium

7/13

A look at #MSMN's Vecta Acquisition in the USA

Commercial #Helium Consumers Nearby:

- Taiwan Semi-Conductor Co (The Worlds largest Semi-conductor foundry feeding Nvidia, Arizona)

- Nasa, Air Liquide, Lockheed Martin, US Defense Dept, Google, Amazon, General Electric et al

8/13

A look at #MSMN's Vecta Acquisition in the USA

Heading USA #Helium operations is Howard McLaughlin

- An experienced US based geologist with Helium expertise

- Former Global Head of Exploration at #BHP Billiton

- Recent experience in US exploration & production operations

9/13

A look at #MSMN's Vecta Acquisition in the USA

Why the USA?

The growth of the helium-hungry semiconductor industry in Arizona imparts a strategic cache on #helium projects in the southwest United States & solidifies the regions status as the global helium "Ground Zero"

10/13

https://x.com/RedditDeluxe/status/1809906949112185022

An overview of #MATD: (Accompanying Slides in Twitter Link)

- Transition from O&G Explorer to Producer in Q3 '24

- 100% Working Interest in Block XX

- Heron 1 COS 100% (previous flow: 821 bopd)

- Heron 2 & 3 target production in 2024

- 5 year production target - 9,000 bopd

- 2 Renewable Energy Projects in hand

- Permits & Land Approvals in Place

- Oil Transported to Block XIX for Processing & Export

- Oil Export & Processing Negotiations with PetroChina

- Low-Cost Drilling & High COS

- 2 PSC's Signed with the Mongolian Government

- 2 More PSC's Pending Award

Infrastructure:

- Mongolian Refinery Fully Funded & Under Construction

- Rail/Road/Power Complete

- #Oil Refinery Due Online in 2027

- Pipeline from Block XIX to Refinery 42% Complete

- Domestic Demand risen to 60,000 bopd in 2023

Heron Appraisal & Development:

- 6 Wells Planned in the Near Term in the Proven Reserves Area

- Funded for Production Start-up at Heron 1

- Production Equipment Acquired & in Mongolia

- Drilling Contract Tender: Multiple Bidders & Good Availability

Gobi Bear Prospect:

- Exploitation License Award Allows Exploration Drilling to Target Additional Resources

- Trap is Up-Dip of Proven Oil at Heron 1

- Estimated 'In Place' Oil Resource of 307MMbo

- COS 15% due to Migration & Trap Definition

Renewable Energy:

50MW Battery Energy Storage System

- Project Approved by Ministry & Huge Growth Potential

Green Hydrogen

- Project Involves 24MW Wind Farm

- Exclusive MOU in hand

- Phase 1 Target Online 2025

- Japanese Grant Funding Approved

Outlook:

- Fully Funded to Revenue Via Placing

- First #Oil Q3 2024

- Low Cost Exploration Drilling

- Sign Off of New PCS's

- Financial Self-Sustainability to Fund More Drills

- Renewable Energy Projects Online 2025

- 5 Year Target 9,000 Bopd

Conclusion:

With funding sorted through to revenue & proven resources in place, as well as a supportive government supplying infrastructure & demand, not to mention diversification into Renewable Energy. Buying into MATD at this stage seems a wise move.

(Accompanying Slides in Twitter Link)

https://x.com/redditdeluxe/status/1815425852445995160?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

RNS: #MSMN Double Stake in Vecta #Helium Project to 20%

To be funded from Working Capital & issue of 650m shares to Vecta

5 fully funded drills set for Q4 2024 in the “Golden Zone” of 7-11% Helium in Las Animas USA 🇺🇸

https://x.com/tumper2369/status/1815640302394184142?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Hi there

There are 315m at 0.025p left of all are converted. This would generate another £78,000 GBP in the bank.

Hi there,

Yes indeed. They are going to be drilling existing water wells in each of the five prospects. 4 of the 5 have all necessary permits in place and the last one is in progress.

The depths vary from 1000m to 1200m (max 1400).

COS - sadly this hasn’t been stated by the company yet. However 3 prospects are quite close to Blue Star Helium’s discoveries and one is very close to Model Dome which has helium of 8%.

Hope that helps

Right, back to MSMN.

#MSMN Investment Case (Since Quarterly Update)

- £8m MCAP

- Rebrand with new focus on Helium

- In-Situ Helium: $10.7bn

- 3 Fully Funded #Helium Projects

- 5 Helium Drills Q4 '24

- Seismic H2 '24

- New CEO & Team

- Safe Jurisdictions: USA🇺🇸 Australia🇦🇺

- Producing Oil & Gas

EP155 Helium Asset

- Georgina Energy JV (10% free carry thru drill)

- Helium 148bcf, Hydrogen 135bcf, Gas 1.22tcf

- In-situ value to MSMN $7.4bn

- Near pipeline to Darwin Helium plant

- Mereenie Helium extraction plant nearby

EP145

- JV with Greenvale (25% free carry)

- Total Gas 440bcf, Hydrogen 26.4bcf & helium 26.4bcf

- In-situ value to MSMN = $3.3bn

- Near Darwin pipeline

EP145 & EP155 TOTAL IN-SITU VALUE TO MSMN (Helium @$500/mcf) = £10.7bn

Infrastructure

Whereas, Other helium plays have issues getting to market. MSMN are in the safe jurisdiction of Australia:

- Gas pipeline to #Helium plant in Darwin

- MOU in place with Fullcyro & Beltway

- Rail/Road/Air access

Australian🇦🇨 Helium JV Partners:

- #MMM has an approved prospectus by FCA & is on track for Georgina Energy RTO August '24

- Greenvale #GRV has received a government grant of $100,000 for EP145 & Seismic Plan nod of approval

USA Helium

- 5 prospects to be drilled H2 2024

- All 5 drills cost MSMN only $130,000 - Drill costs 1/10th that of US peers - Low cost due to shallow, conventional drilling - Rapid development/commercialisation target 2025

USA Helium

- Nearby infrastructure & #helium purification - BLM pipeline, Ladder Creek gas gathering system & Cliffside Helium storage nearby - Within 150 miles to purification facilities - Conveniently located for consumers

USA Helium #Helium Consumers Nearby:

- Taiwan Semi-Conductor Co (Worlds largest Semi-conductor foundry feeding Nvidia, Arizona)

- Nasa, Air Liquide, Lockheed Martin, US Defense Dept, Google, Amazon, General Electric et al

The Team

- CEO Andy Carroll ex #BP

- Howard Maclaughlin (former Head of Global Exploration at #BHP Billiton)

- Pilbara Minerals’ Neil Biddle involved via EP145 JV partner Greenvale Energy #GRV

- Dr Julie Dawes 25 yrs in O&G

Finances

- $1,660,000 as per 30 June inc warrants, not inc interim oil revs

- No debt

- Potential GBP£1.15m revs from warrants @ 0.07p & 0.15p

- Stanley sold $1.75m (completes Sept)

- CEO "no need for a placing"

Oil

- Safe US jurisdiction

- 2nd quarter net production: 6,287boe vs 3,764boe 1st quarter

- Higher production primarily due to successful workovers at Stanley

- $1m+ pa revs

- Stanley sold $1.75m

- All O&G assets up for sale

Conclusion

With 3 fully funded helium projects in Australia & USA with in-situ #helium valued @ $10bn+, 5 drills this year & infrastructure in place. As well as producing oil fields. MSMN seem very undervalued indeed at £8m!

https://x.com/RedditDeluxe/status/1813654270354

Morning. Hoping for a decent week after quite a bit of exposure over the weekend… Daily Mail Online re RTO, Zak Mir, two sets of bullish charts etc

There’s a lot of interest in the Georgina Energy #GEP #Helium story this weekend after the Daily Mail Online mention and more PR activity from #GEP.

Worth noting where #MSMN sit in all this:

“#GEP Georgina Energy RTO: #MSMN’s cut of in-situ helium at EP155 is $7.4bn.

There’s also $3.3bn (MSMN cut) at EP145 & value TBA in the Vecta #Helium Project.

So 7 fully funded drills (5 in H2 ‘24) & low risk diversification across drills, projects & jurisdictions all for £8m MCAP”

https://x.com/redditdeluxe/status/1814953134633967958?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Hi reserved,

Those values are based on old helium prices. The new “standard” metric for helium prices, as per the recent HEX RNS, seems to be $500 per mcf.

Also this is what Andy carrol references in the recent interview too 👍🏻

Hi there

As far as I’m led to believe from the presentations and interviews the idea is to hold the assets into production.

Also worth noting that the $7.4 billion in situ helium value is just for EP155. There is an additional $3.3 billion (MSMN cut) in situ at EP145, and then of course a significant amount TBA in Colorado from the Vecta helium project.

So the outlook is very bright, and just as importantly diversified across drills, projects and jurisdictions

An article in @DailyMailUK about the #MMM RTO of Georgina Energy #GEP who are looking to emulate #HEX who are up 260% since their own IPO.

As I’ve mentioned before, Georgina are #MSMN’s JV partner for the Australian🇦🇺 EP155 asset with potential in situ #Helium values of $74bn! (At $500 per mcf helium price)

(MSMN share of that = $7.4bn due to 10% free carry through drilling although if MSMN fund their share of the drill that amount rises to 25%… also doesn’t include hydrogen or natural gas)

https://x.com/redditdeluxe/status/1814594130145669488?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

3.6bn volume in total this week.

Certainly churning warrants I’d reckon and holding our own SP wise. I think our trajectory is certainly heading upwards in the coming days and weeks (hugely so in the coming months and years)

Have a good weekend all 👍🏻

Looking like a decent start. Maybe “The Saint” was right in his chart analysis?

I know with AIM stocks, sentiment and news drives SP movement. However, when in a period of consolidation charting can certainly shine a light on potential SP movement. Here's some chart analysis from "The Saint"

"Some great charting from @TheSaintCharts

Looks to be a breakout looming at #MSMN with a potential rise to 0.125p-0.145p (Only £17.95m & £20.8m MCAP respectively)

With 3 fully funded #Helium projects with heritage infrastructure in place & 5 drills in Q4 this year, it's a steal!"

https://x.com/RedditDeluxe/status/1813965019539013943

#MSMN Investment Case (Since Quarterly Update)

- £8m MCAP

- Rebrand with new focus on Helium

- In-Situ Helium: $10.7bn

- 3 Fully Funded #Helium Projects

- 5 Helium Drills Q4 '24

- Seismic H2 '24

- New CEO & Team

- Safe Jurisdictions: USA🇺🇸 Australia🇦🇺

- Producing Oil & Gas

EP155 Helium Asset

- Georgina Energy JV (10% free carry thru drill)

- Helium 148bcf, Hydrogen 135bcf, Gas 1.22tcf

- In-situ value to MSMN $7.4bn

- Near pipeline to Darwin Helium plant

- Mereenie Helium extraction plant nearby

EP145

- JV with Greenvale (25% free carry)

- Total Gas 440bcf, Hydrogen 26.4bcf & helium 26.4bcf

- In-situ value to MSMN = $3.3bn

- Near Darwin pipeline

EP145 & EP155 TOTAL IN-SITU VALUE TO MSMN (Helium @$500/mcf) = £10.7bn

Infrastructure

Whereas, Other helium plays have issues getting to market. MSMN are in the safe jurisdiction of Australia:

- Gas pipeline to #Helium plant in Darwin

- MOU in place with Fullcyro & Beltway

- Rail/Road/Air access

Australian🇦🇨 Helium JV Partners:

- #MMM has an approved prospectus by FCA & is on track for Georgina Energy RTO August '24

- Greenvale #GRV has received a government grant of $100,000 for EP145 & Seismic Plan nod of approval

USA Helium

- 5 prospects to be drilled H2 2024

- All 5 drills cost MSMN only $130,000 - Drill costs 1/10th that of US peers - Low cost due to shallow, conventional drilling - Rapid development/commercialisation target 2025

USA Helium

- Nearby infrastructure & #helium purification - BLM pipeline, Ladder Creek gas gathering system & Cliffside Helium storage nearby - Within 150 miles to purification facilities - Conveniently located for consumers

USA Helium #Helium Consumers Nearby:

- Taiwan Semi-Conductor Co (Worlds largest Semi-conductor foundry feeding Nvidia, Arizona)

- Nasa, Air Liquide, Lockheed Martin, US Defense Dept, Google, Amazon, General Electric et al

The Team

- CEO Andy Carroll ex #BP

- Howard Maclaughlin (former Head of Global Exploration at #BHP Billiton)

- Pilbara Minerals’ Neil Biddle involved via EP145 JV partner Greenvale Energy #GRV

- Dr Julie Dawes 25 yrs in O&G

Finances

- $1,660,000 as per 30 June inc warrants, not inc interim oil revs

- No debt

- Potential GBP£1.15m revs from warrants @ 0.07p & 0.15p

- Stanley sold $1.75m (completes Sept)

- CEO "no need for a placing"

Oil

- Safe US jurisdiction

- 2nd quarter net production: 6,287boe vs 3,764boe 1st quarter

- Higher production primarily due to successful workovers at Stanley

- $1m+ pa revs

- Stanley sold $1.75m

- All O&G assets up for sale

Conclusion

With 3 fully funded helium projects in Australia & USA with in-situ #helium valued @ $10bn+, 5 drills this year & infrastructure in place. As well as producing oil fields. MSMN seem very undervalued indeed at £8m!

https://x.com/RedditDeluxe/status/1813654270354567247

Hi Silbury

They won’t let me post a TG link on here without blocking it out. So here’s a Twitter link with the TG link in it 😊

https://x.com/redditdeluxe/status/1813292024407236938?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

New Investment Case Thread (since the quarterly update)

More emphasis on helium and less on oil and gas. Also including new cash position etc

https://x.com/redditdeluxe/status/1813654270354567247?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Evening all,

Over the last week or so over 60% of the company's shares have changed hands (8.67 billion traded since Monday 8th July). So for all those new investors and ones waiting on the sidelines, here are several useful links for anyone wanting to do some research:

Proactive Presentation: https://www.youtube.com/watch?v=YHG1wDpi_rQ&list=PLnk_WM-WosgVYXWqy88W_292fUgfVuiLE

Mosman Presentation Slides: https://www.mosmanoilandgas.com/sites/default/files/2024-06/240618%20-%20MSMN%20Presentation.pdf

Blue Star Helium Presentation Slides: https://www.bluestarhelium.com/wp-content/uploads/2023/10/61174267.pdf

Article on the US Las Animas Helium Boom: https://www.goldandrevolution.com/when-a-rush-begins-a-field-guide-to-the-helium-hopefuls-of-the-usa/

Investment Cases and Las Animas Overview and CEO Clip:

https://x.com/RedditDeluxe/status/1809906949112185022

https://x.com/RedditDeluxe/status/1804834455040794784

https://x.com/RedditDeluxe/status/1805250459411570757