Member Info for TwoHearts

Trek it’s now on course for an 80m volume day.

Not sure about the buys sells ratio but it’s done it’s +20% swing.

Good sign

…and it’s price has now gone flat.

The ITKs, they know!!

…surely not

07/07/23

Lorna Blaisse, CEO of Helium One, Commented:

"Whilst frustrating that a definitive contract has not been signed…”

10/07/23

Lorna Blaisse, Chief Executive Officer, commented:

"We are delighted to finally have reached this significant milestone of securing a rig for our Q3 drilling programme in Rukwa...”

Here’s the Dec 2020 one, too

https://cdn-ceo-ca.s3.amazonaws.com/1funjk8-Helium_One_Initiation_note_Final_14_Dec_2020_RB2.pdf

On page 2 of that link, it gives 31p for Tia.

So 31x 1.6 ( increase helium price) x 0.5 (shares in issue)

24p, so roughly the same

I got them off my computer, Hannah and Partners, dated 14/12/2020.

I see there’s this on dated 2021

https://www.helium-one.com/wp-content/uploads/2023/02/21-09-08-Hannam-note.pdf

Asset: Kasuku (Rukwa)

NET bcf: 4

NPV US$/mcf: $51 (possibly $80 today)

Unrisked US$m: $226 (again today $320)

Unrisked £/sh: 0.15 (possibly 0.24)

Then there’s the Rukwa follow-on

There are several follow-on prospects that would be

derisked in the event of positive drilling results (even possibly in the case of a

non-commercial well) – we do not currently include any value for these but to

give a sense of the scale, there is in total 138bcf of unrisked resource on a P50

basis; on a risked basis this equates to ~14bcf, which at US$50 ($80) /mcf NPV would be

worth US$700mm (now $1,120mm)

* in my calculations I’ve included a 60% rise in helium and 100% shares in issue

You’re right mate, derisking the Rukwa is massive for us.

I’ll see if I can get grumpy happy with the post I’m about to put on the other board. 😂

Dia, Take no notice of that grumpy get!!

Https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02732199-6A1177264?access_token=83ff96335c2d45a094df02a206a39ff4

LOL and here’s me thinking that was DM all the time!

Dia Get your passport sorted and I’ll meet you here

https://maps.google.com/?q=3CJX+CGJ%20Manyanya%20Inn,%20Along%20Esso%20daladala%20station%20New%20Mbeya%20Forest,%20Mbeya,%20Tanzania&ftid=0x19009f8fbdd2dc4f:0xb5040d38eed267c9&hl=en-GB&gl=uk&entry=gps&lucs=,47071704

The money we’ll spend will be insignificant once we’re both on the inside.

PS I’ll bring the suncream ☀️🏖️

Thing is Dia, it’s hard to predict with these lot.

Good news could be bad and bad news could be good.

A bit like the we haven’t got a rig / have got a rig, load of b…..ks

Of course Legal, do bears s..t in the woods.

Justin’s DM Mk II.

There drill tesults should be known by Mon/Tue

He’ll ramp it to f……!!!!!!! …. And lets hope so! 🤞

The hovercraft to Zanzibar was always on time.

Exchanging money?!? Thats another story

@Dia LOL 👍🏼

Replying to jemgeee post

“They cannot announce TD because again they have not reached TD as there are problems getting through the rock and the quartz to get TD.

There is talk that the piece of kit that they have is not the correct drill for this type of well.

Make of this what you want.”

This could be true, however, the past two days of volume. ( ≈20M combined) is too low.

That would easily be 6-8 times more.

Yes he’s now head of the bank of Ukraine, he’s doing fine

so *******s then

Sorry Wyn I disagree, those large shareholder's, you talk about, will be easily sitting on a free ride since early July.

The massive swings both up down, down up (repeat 5 times) will have seen to that

7p-4p(43% swing) ; 4p-10p (150%) ; 10p-4p (60%) ; 4-6 (50%) ; 6-5 (20%) ; 5-6 (17%)

The ITKs have 7 bagged this since then.

Trust me they’ll be sitting pretty!