Member Info for TrekMadone

Re $500/mcf

I actually think we will never know the strike price for offtakers. This is very similar to biotech pricing when individual deals are struck and not released for commercial confidentiality.

I am pretty sure you can at least double the strike price for security and longevity of supply which would also come with an annual ramp up pricing formulae based on industry inflation as opposed to core US inflation rates.

This is one of the reasons it is so important to have several producing wells before the ink signs of formal offtake deals. For sure you can truck/train stuff to the likes Jayhawk with one off pricing until we get up to a higher capacity and security of supply.

Company……..Consumer………………………………………………Price USD/mcf

Air Product …..Aerospace, electronics, MRI, industrial …………….….. approx $1100 (NASA contract)

Linde ………… Aerospace, electronics, healthcare, industrial gases….. approx $1100 (NASA contract)

Air Liquid ………electronics, healthcare, industrial gases …………….. Not disclosed

American Gas Products (AGP)…Retail Balloons, medical, industrial ….. Not disclosed

Zephyr …..…Retail chains, high volume stores, medical, industrial ….. Not disclosed

Air products and Linde has NASA contracts with public disclosure.

AGP is the largest independent purchaser of balloon helium in USA. It supplies directly from independent wells ensuring availability for various sectors

Zephyr supplies industrial helium at 99.99% purity across 50 US states

So with a multi- well set up with min 12 years supply (more like 25 years) and the ramping up of data centres (chips/fibre), space exploration and satellite comms (telecommunications, GPS, defence) the huge tech sector growth and chips act I think you can stick $1000 min in your excel!

The contracts will come and the pricing will be a premium to the actual relief of the consumer!

Usual caveats

Trek

£1

Thought as much, buyers today and also moves up on as all volume.

Should’ve got more yesterday!

Trek

Musk and Putin to Mars!

Wish they’d send the space cadets there for good!

https://www.theguardian.com/world/2025/mar/18/russia-mars-elon-musk

So important Europe get that starlink alternative up and running. Can’t rely on USA anymore - Europe can’t rely on many of each other! Then the UK has sd all cash to build any independent reliance on!

Saw an article that Europe spend more on Russian energy than they give in aid to the brave people of Ukraine!

Trek

Great little narrative that I agree with having looked at likes of INSG which I posted before is just a ‘fancy excel’!

https://lemminginvestor.substack.com/p/builder-ai

Usually caveats

Trek

Lol thanks Barnsley,

This is gonna be another 10 bagger for me. Not had one since the covid days when they were like London buses! But pretty confident my 10p shares will 10 bag here!

Mind you I tipped most of my winnings into boring divi stocks, REITS, ETF’s etc and as you know I did extremely well on DEC. The sensible pf yields 10.28% now!

But the biggest position is HEX even beating SEPL now where I was an 80p buyer!

Enjoy the ride!

Trek

£1

Tro,

Saw your Randy Bachman post on HEX lol!

I posted a while back to expect 3 & 4p days ahead and stick to my £1 price target. It’s now back to my top position in the pf just overtaking SEPL by a smidgen!

BMV - I just looked - another stock going the BTC treasury route. Gonna sell gold for BTC!

Don’t rule out HEX selling helium in the future to buy BTC and build a digital treasury. Not as it’s mainstream but as an asset.

See I am not so mad! lol!

Usual caveats

Trek

You haven't seen anything yet!

Trek

£1

MFAI - good shout Tro up 12% now. I still got a few in the eights. Beer money tho!

Trek

Eh up - can sell large amounts here! That’s good sign!

Another 50k drip for me. Will show in a mo!

Trek

Shares in Helix Exploration PLC (AIM:HEX, OTCQB:HHEXF) rose 9% on Thursday after the company raised £4.5 million from institutional investors to speed up helium production at its Rudyard project in northern Montana.

The AIM-listed firm said the funding round was backed by a large private family office managing over $1 billion in assets, along with other institutions. Shares were placed at 16 pence, a small discount to the previous close.

Proceeds will fund the drilling of two additional wells and the construction of surface processing facilities, with first production targeted for later this summer.

Chief executive Bo Sears said the latest flow test at Weil #1 delivered “exceptional results” and “firmly establishes the Rudyard field as a robust, near-term helium-producing field”. The well flowed 2,300 thousand cubic feet per day of gas, including 1% helium.

With three wells now tested, Helix expects to generate around $12 million in annual pre-tax cash flow, potentially rising to $20 million as two more wells come online. Drilling at the next site, Inez #1, is set to begin next week.

The stock rose 2.04p to 20.79p and has jumped 43% in the last six months as the group has made progress towards production and cash generation.

https://www.proactiveinvestors.co.uk/companies/news/1072464/helix-shares-climb-9-after-4-5m-raise-to-fast-track-helium-production-1072464.html

Raised cash to speed up production. Not for a duster as was the worry of many.

Trek

£1

Just need to get those accounts published without suspension for now.

Look at TGR not too dissimilar- suspended due to audit. Now raised CLN’s but ops are continuing.

May come very good just like here but most folk wouldn’t want cash tied up and then be hit with dilution pre relisting.

A worse example was SAVE that suspension seemed to go on for ever or GCAT, another I am aware of.

So I won’t be buying just yet but am very cognisant of how good the project is. Just needs cash and those results out the way.

Usual caveats

Trek

‘I wonder if the NY listing was a pre-requisite of the wealthy family investing? There is probably a tax angle.’

I thought the same. Strange coincidence so soon after OTC ‘to enable US investors in!’

I note the delayed 250k sells dropping in from yesterday.

could be…

# sold to buy back cheaper as had wind of placing or invite and declined. lol!

# sold stock to fund placing having accepted offer

# PI panic at seeing sp drop or stops.

Still I think many here agree Bo took an opportunity in a shty market for operational momentum. That’s what he does and if all goes well this will be but a memory in a few weeks time.

I just sold some of my UKW that I bought at 99p (thanks DJT) and put it in here! Got LGEN & SEPL divi’s to come as well by close tomorrow. Will keep dripping in here now.

Usual caveats

Trek

£1

I just sliced a few UKW to add HEX

Gonna keep adding!

Trek

£1

Tro,

“ on his last interview,he did mention,that he knew of people,asking how to buy in.”

Funny how they list OTC and then they get in!

But Bo is a business man through and through. He’s grabbed the quick bucks in the shty market with no warrants to bag a bigger prize.

He has 10m shares.

Usual caveats

Trek

£1

I’ve followed Tro but backed what is atm the wrong horse - HREE, but it’s got a huge upside. Just landed a top director and is now well below insti holdings at 1.5p. Biggest clay REE globally in Madagascar with a US offtaker in place - cheap production waiting licence. I am still buying!

But should have gone with REE could have doubled my money there in same time from just over 1p! Ouch!

Still I am backing HREE - it’s dropped on just 300k shares sales! So theoretically it will easily bag on news.

SVML also breaking out now placing looks cleared. I hold.

Also hold AMRQ. They are exploring REE as well as gold. Could follow GROC another on my watch I didn’t buy but I rate AMRQ higher as nameplate gold production soon.

Usual caveats

Trek

Q1 dividend lands tomorrow

This stock has been looking perky lately! Now my top holding followed by HEX which I will be adding to with the div from here.

Trek

GRX - I don’t hold but have followed. It’s moving back to 40p by looks.

GMET - again I don’t hold but it has blasted through 40p!

Both top buys imo and I would buy but just can’t do it all!

Trek

Posted on TECAN…

“ HEX have reduced lead time to FULl FIELD production from 2 years to 1 year!. Weil came in with excellent porosity, high pressures, no water and commercial helium rates! Even though they lost a plug so they still have deeper levels to frac!

I am pssd off that the placing got leaked and there was no retail option. But I think my £1 target will be hit much sooner now.

They have another big family investor and some insti’s in following the placing.

Two more wells to drill and the PSA will be operational this month. That’ll be 5 producing wells and then there’s Ignomar to revisit with hydrogen.

They only listed in April 24!

It’s an amazing story and for sure it’s been traded. I mean I have traded as well as holding a core. But now pretty much the risky bits are out the way. They have commercial helium, actually a heluim fairway! Min 12 years production and IRR of over 1000% at NPV8. It’s potentially huge!

Sales and offtake agreements will follow. Big tech wants security of supply and for that they will have to pay a premium. Only a USA producer can offer that!

This is the beginning of an incredible story!

Gotta buy and hold now!

Usual caveats

Trek

£1”

HEX have reduced lead time to FULl FIELD production from 2 years to 1 year!. Weil came in with excellent porosity, high pressures, no water and commercial helium rates! Even though they lost a plug so they still have deeper levels to frac!

I am pssd off that the placing got leaked and there was no retail option. But I think my £1 target will be hit much sooner now.

They have another big family investor and some insti’s in following the placing.

Two more wells to drill and the PSA will be operational this month. That’ll be 5 producing wells and then there’s Ignomar to revisit with hydrogen.

They only listed in April 24!

It’s an amazing story and for sure it’s been traded. I mean I have traded as well as holding a core. But now pretty much the risky bits are out the way. They have commercial helium, actually a heluim fairway! Min 12 years production and IRR of over 1000% at NPV8. It’s potentially huge!

Sales and offtake agreements will follow. Big tech wants security of supply and for that they will have to pay a premium. Only a USA producer can offer that!

This is the beginning of an incredible story!

Gotta buy and hold now!

Usual caveats

Trek

£1

Welcome back in Tommy!

Trek

£1