Member Info for tomhuk2000

A strong end to a colossal week for #MSMN

5.68 Billion shares or just over 40% of the entire share issue of the company traded this week alone

Despite this & the 700% YTD rise, it's worth remembering @Mosmanoilandgas

are just beginning their #Helium journey. Have a good weekend!

https://x.com/RedditDeluxe/status/1811805383939203175

Hi there, no holding interest in Blue Star from Vecta. I have been in touch with Blue Star and they are very aware of MSMN as their Galactica and Voyager acreage is very close to several of MSMN Las Animas drill sites and they are eagerly awaiting our drills later this year. They were very positive about us entering the area.

No problem Alamo.

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

Alamo:

RNS: #MMM Approval and Publication of prospectus for the RTO of Georgina Energy.

A significant step forward for #MSMN who are the free carry JV partners for the EP155 #Helium asset in Australia.

With the MMM AGM set for 29th July the RTO should be swiftly dispatched. 👍🏻

Cheers... Plenty more I can bore you with lol

Hi there,

Yes of course. 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

Quarterly update any day now. So we may have some more info then 👍🏻

As per the presentation AC says yes as a bi product of their planned oil and gas play. However our prospects are close to Blue Star Helium and they’re in production

Hi Soulac

Here’s the overview of the Vecta Helium Project Thread for you:

https://x.com/redditdeluxe/status/1809906949112185022?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

5x drills across all five prospects in H2. Due an update on the drill schedule soon 👍🏻

No wonder #MSMN have been top of the volume leaderboard for the past 3 days.

In that time over 4.25 billion shares of this #Helium stock have been traded, which is the equivalent of 30% of the entire share issue of the company. (As for warrants, at 4x that’s 1 billion converted)

https://x.com/redditdeluxe/status/1811151612682936483?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Let's keep the board focussed on MSMN. Sector tribalism/rivalries do no one any good. I

f HEX, HE1, JAY, VOY or MSMN do well it has a positive impact on the rest in the sector as it highlights the burgeoning Helium boom we will all benefit from.

As we saw in the Lithium madness a few years ago, when one company soars it'll drag the others with it. (and none of us want the PREM vs KOD Blur/Oasis style idiocy that spawned there over here.)

Helium is the "in" sector at the moment. Let's enjoy it, as comparing companies in such diversely different jurisdictions doesn't really work anyway.

No problem EC. I bought on the MATD retail open offer and I too received my shares once it was concluded. I am currently watching them at 2.75x volume churn with decent rises getting sold into, knowing that once we get closer to 4x the placing volume we will see an uninhibited rise. (They have had very large volumes and the price has indeed edged up from the placing level - However it will need a bit more before the shackles are off)

We will have to agree to disagree, but I believe, the SP will trade between 14p-17.50p until either significant news lands, or a volume close to 3.5-4x the placing level gets traded. You shot me down as a deramper when I commented on this on the 5th June, but since then we have seen the scenario play out as I have anticipated.

I too am looking forward to a sustained rise when it comes as we won't have the prior placing/funding worries to hold us back. I am just trying to manage new investors expectations a little.

No worries Pepsicle,

Here's a more detailed overview of the Vecta USA Helium Project Acquisition too:

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

EC, the share price is performing how I have described since my last post. I am not down on AGL and am not being negative, as of course you know I am an existing holder.

I have just executed a very good trade at HE1 where the share price was stunted in a certain range for quite some time until 3.5-4x the placing issue was churned. I am currently in MATD as of yesterday doing the same. Taking a position and waiting for the necessary volume churn to be achieved before allowing the share price to move... That is how this all works. The volume churn required to get AGL moving might be less than 4x churn rate. But to save any new investors getting impatient and selling up I am merely stating the commonly held understanding of the way a standard overhang play behaves.

As previously stated, good news will help this process along greatly.

Useful Research (Updated as of 10th July 2024)

Here's the Investment Case for those who don't have access to Twitter:

- £9m MCAP

- In-situ helium: $10.7bn

- 3x Fully funded helium plays

- Heavy news flow

- New CEO & Team

- Safe jurisdictions: USA🇺🇸& Australia🇦🇺

- Diversification in #Helium, #Oil & #Gas

- Seismic/Drilling H2 2024

- Producing oil & gas

Australian Helium:

EP155

- JV with Georgina Energy (10% free carry thru drilling)

- Helium 148bcf, Hydrogen 135bcf & gas 1.22tcf

- In-situ values to MSMN = $7.4bn+

- Near pipeline to Darwin Helium plant

- Mereenie Helium extraction plant proposed 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 at $500/mcf) = £10,700,000,000

Infrastructure:

Whereas other helium projects have issues getting to market. EP145/EP155 are in the safe jurisdiction of Australia with:

- Gas pipeline nearby to #Helium plant in Darwin

- MOU in place with Fullcyro & Beltway

- Rail/Road/Air access

USA Helium:

- 10% Vecta USA 🇺🇸 acquisition

- 5 #helium prospects inc Model Dome field @ 7-11% helium content

- 5 drills to commence by year end

- Fully funded from oil revs & sale of Stanley asset

- Shallow, inexpensive drills 1/10th normal cost

USA Helium Infrastructure:

- Las Animas already producing helium

- Heritage #helium infrastructure, plants & storage in place

- Shallow cost effective drills

- US Semi-Conductor market in Arizona

- Safe jurisdiction

- Rail, Road & Air Logistics

The Team:

- CEO Andy Carroll ex #BP

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

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

- Dr Julie Dawes 25 yrs in O&G

Oil:

- Safe US fields

- Oil production up 84%

- Cinnabar workovers TBA

- 3 months to March 31 ‘24 Net Production 3,764 boe (2,859 barrels of oil & 5,248 MMBtu of gas, US$73.73 per barrel oil & $2.74 gas)

- $1m+ pa revs

- Stanley sold $1.75m

Finances:

- Approx $2m banked cash inc strong oil revenues + Greenvale payment of $315k

- No debt

- $670k warrants converted already & potentially $1.3m still to be cashed (at 0.07p & 0.15p)

- Stanley asset sold $1.75m (completes Sept)

- CEO stated no need for a placing

Negatives:

- Prior low investor sentiment due to past failings under former CEO

- Usual risks with any drilling activity & proving up of the assets

- Although highly unlikely, governmental instability?

Conclusion:

With in-situ #helium assets of $10bn+ in the safe jurisdictions of Australia & USA, pipeline infrastructure in place & 3x fully funded helium projects. Not to mention producing oil fields. MSMN seem very undervalued indeed at £5.8m!

https:

I'll reiterate my post from June 5th.

"I think this will be held in this range (14p-16p) for a wee while yet as we still have significant amounts of placing shares to churn through (Usually 3.5x-4x). Unless of course good news lands and we see a volume avalanche to speed up the process."

And before EC accuses me (of all people) of being a deramper, the market mechanics are thus... To churn through the placing shares it's common knowledge that approx 4x the placing issue needs to be traded to get rid of the overhang. So far including today AGL have had around 47m traded volume since the placing date and they need to churn approx 148m to clear said overhang. Of course news will increase the volume and we will see a spike, however, as demonstrated since my last post, any decent rise is sold into due to the overhang of placing shares. A few more weeks of this trading range left in my opinion without news.

Key Catalysts #MSMN:

• Quarterly Finance/Production Update - This week

• #GEP Georgina Energy Update

• Georgina Energy RTO

• EP145 Land Approval

• EP145 Environmental Approval

• EP145 Seismic

• Cinnabar Workover

• EP155 Update

• Vecta USA 5x Drill Schedule

Last call for today's 10:30am #MATD Investor Presentation following this morning's rather good RNS: https://x.com/InvestorMeetCo/status/1810947132653736368

With 2.5bn shares traded (18% of the company) this week alone, I am expecting all 0.025p warrants to be RNS’d as converted

This’ll leave a small amount at 0.07p (converted at 0.12p+) & some at 0.15p that expire in October & may not get converted.

Quarterly update due too! #MSMN

https://x.com/redditdeluxe/status/1810932420717289601?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Well done everyone!

2.4 billion shares traded yesterday and today... 17.2% of the entire share issue of the company changed hands in the past 48 hours!

That also equates to a warrant churn (at 4x) of 600m+ in that time... I reckon we are due a conversion RNS!