Member Info for tomhuk2000

Https://x.com/redditdeluxe/status/1798283165611741562?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

“An interesting writeup on #MSMN's OTHER #Helium asset. The EP155 Mt Winter JV with Georgina Energy. Key points:

"It's considered by independent consultants to be one of the potentially most valuable Hydrogen, Helium & nat gas prospects in Australia"

1/3

georginaenergy.com/projects/mt-wi…”

https://x.com/redditdeluxe/status/1798033159692644742?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

“Once again, great to see the Fujax relationship is going well at #MARU, it’s only logical that Fujax will be eyeing up activities at #SKA, this bodes very well for future lead & zinc offtake agreements in my opinion.

@JB_MiningAfrica @Shukaminerals_

lse.co.uk/rns/MARU.PL/of…”

https://x.com/redditdeluxe/status/1796435577241501895?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Here a brief overview of SKA and Fridays after hours RNS

https://x.com/redditdeluxe/status/1794660974278136035?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

“ A huge end to the week at #SKA with release of an after hours RNS detailing the potential acquisition of a “major brownfield site” in East Africa with an in-situ value of approx US$1.98bn based on current prices.

Also secondary listing on the JSE. @Shukaminerals_ @JB_MiningAfrica”

https://x.com/redditdeluxe/status/1794296720228241503?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

It’s listed on AQUIS. They’re hopeful to soon have main market listing later this year

Absolutely right apologies. Now what aspect of AGL would you like to discuss???

Yes indeed, not long at all. But I’d watched AGL for quite some time prior and deemed it the wrong time to invest. Whereas recently that had changed in my opinion and so far the investment I made from 11p in November and the various buys and sells I’ve made have seen me turn very significant profits and manage to increase my holding.

Sorry you chose to invest when you did and lost money.

FeverTree,

I’ve been invested here since November and have been greatly encouraged by the progress made. As I’ve stated before, I don’t see this as a viable investment prior to that. Obviously you did.

Getting any business to a point where creases are ironed out and they are “match fit” in terms of moving forward toward profitability takes time. My judgement was that November was the time to buy in, whereas you, if you are invested, bought in prior at a much higher risk stage.

I agree, more contracts need to be signed and even still there still could be the need for a raise in the next 12 months as per the RNS’d cash runway forecast.

My point was that you seem deeply untrusting of the BOD, skeptical of any chance of profitability and at best you’re begrudging of the recent positive relationships with Eisai and Astra Zeneca… If I felt the same I’d have sold a long time ago and moved on. It just doesn’t make sense as to why you’re torturing yourself here.

FeverTree,

Probably best you sell up then.

FeverTree, you’re just embarrassing yourself now.

Quick question. What frequency of positive updates (contract wins and the like) would satisfy you as a “supposed” investor? Because personally I think 2024 has been rather a productive year… Or do you not think so?

“Here’s the #SKA share register, add my holdings to this & it totals over 84% of the total 60.2m share issue.

Only 9.63m shares left free floating when the news finally drops.

That’s quite the perfect storm & one I’m excited to see the MM’s try to grapple with! @Shukaminerals_”

https://x.com/redditdeluxe/status/1789587285694173366?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

As I posted last week. It’s good to see the market has renewed confidence in AGL after the development of the Astra Zeneca relationship.

The spike a few months ago was pretty exhilarating to be part of, but I’m much happier to see a more organic steady rise driven by more results. Let’s hope the team can keep delivering at a decent pace as any delays are punished harshly in the current poor markets.

Nice to see the Astra Zeneca relationship is going well.

Hi Bantham

It’s clear to see we both see the company and its potential in very different lights.

I have an average of 12p and despite the size of my investment, across my entire portfolio I’m not too exposed. So I’m very happy to let it play out.

Since I initially bought in around December ‘23 I’ve personally been impressed with the progress (admittedly I hadn’t seen the company as investable prior and avoided suffering the false starts many on here have mentioned).

Happy to let this one ride for the time being.

Hi Bantham,

Yeah certainly the market is more cautious of spikes after the last rise to 35p. So, hopefully we might see a more gradual organic rise in the coming weeks.

Over the past couple of months I’ve traded in and out about 10-15% of my holding to increase my core position so now holding a decent amount for the long game.

Having taken some time away from this board after wasting too much of my time bickering. It’s nice to see some positive news and with a “large” pharma (hoping not to have to argue what determines a large pharmaceutical company on this one!)

You must be pleased to see Newland (or as you’ve coined him: Nero) starting to make positive steps forward FeverTreeMan, Bantham et al?

Thumbs up from me

“Well done all #HE1 holders. I cashed out too soon. Interestingly #SKA have a mine in the Rukwa #Helium zone. I’d put big money on QGC getting it out the ground Quick Time. Best wade in before the herd realises. Helium is hot sh*t at the moment 🎈 @Shukaminerals_”

https://x.com/investori5/status/1754436209588285490?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

“*****on van der burgh & @jb_miningafrica hold 50% of shares issued so there’s an extremely tight limited free float.

yesterday i took a modest 300k & the mm’s were hugely unprepared & are still unable to stock up (hence #ska on the risers list)

what will happen when news drops?”

https://x.com/redditdeluxe/status/1750483350022721864?s=46&t=ihen1te0c7fnfbktt6h8xq