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Very true News

Mr Market likes those lines in rns updates, EXCEEDED EXPECTATIONS ! 😉😍🤑

Noble raised $14m/ dilution for its testing phase/looking at a small scale production plant (very near term) that probably dented their 76c to 56c, which remains six times its current 9c

It also as pointed out by previous posters, did not have bonus Hydrogen or our much higher natural flow rates.

Think most here would be happy for our new note when it comes to be 6 x current = 14p 😋

As cove eg, offers usually well in advance of conservative brokers notes, when they happen, which is still only a fraction of what the developer would make in revenues over time. 🤔

Stick or SELL on, HE1, primed to be TRANSFORMED !😉🤐

Dummies for small, medium and large all ticked up again on small volume today, primed for a major bounce, on news and hearing the herd have heard GCM one to watch 😉

Will it be days of yore and a good old fashioned , GCM master blaster , vertical take off and multi bags inside 30 minutes, about time he Tangoed the sp 😉😅

Really, here just one of many e.g. cove bobbing along 15-22p range, the 12 months brokers note 89p after its discovery, Shell jumped in with a first bid of 75p ps, bidding commenced, finally won by the Thailand NOC for £1.25p.

That was for just good old natural gas offshore Tanzania/Mozambique and before the pre gas price boom and they still got a bargain v production revenues the NOC would gain over its production cycle, paid £1.2 billion for an estimated life cycle of us $60 Billion (30 years)🤑

Helium-1 if hit the mother load, talking 100 years world (current) supply. 🤔

This from USA Avanti last Autumn, give an indication of the profit margins HE1 or a Suitor could have on a fast track development, below based on 1.1%, not up to 4.7% plus added Hydrogen etc.......they have netback $470-$520/Mcf.

While last year, helium prices spiked because hopes for plentiful supply were dashed, selling for $500 Mcf all the way up to $1,000/Mcf depending on purity and grade, prices remain opaque and vary from deal to deal. Some insight comes from the recent contract announced by Royal Helium in early July. That contract was for $625/Mcf, without trucking and liquefaction. With trucking and liquefaction, that would make the gross price ~$750/Mcf. Using these numbers, we can arrive at a potential netback for Avanti of $470-$520/Mcf.

In June last year, Avanti discovered 187 million cubic feet of net recoverable helium gas, based on a raw gas estimate of 17 billion cubic feet recoverable and net helium concentration of 1.1% at its WNG 11-22 well in the Greater Knappen Property in Montana. Then, in January this year, Avanti expanded the pool with the second well flowing 20 million cubic feet per day, also at Greater Knappen. That flow rate and helium percentage was more than double Avanti’s initial expectations. The two wells will be brought into production in the first quarter of 2024

NED, sort of fluffed his own lines on that one, on another occasion bemoaning a transaction that would have made him an additional $200m😲, around 10 days later.

We should all have his problems. 😉😂

Stas post recommended

seen him throw in many common sense posts (like worth more on discovery) on other in motion shares. 👍

Was far higher than those lowly positions, following my old mate Ned's advice has served me well.

Ignore everyone, including me, set your own targets and if you achieve your targets, you can not be disappointed, no matter what happens next .......................(flys again falls)

warreN EDward buffett.😉

Nice, so 3 times that 2021 reports potential volumes, made that 2021 reports 100% cos on your since expanded figure a tad over £21 😉😂😲😲🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑

Just showing, it was rated on success with some BIG numbers, that will not have changed with the rising price and double discovery of HE/H +, per some of the other posts this morning, I would also quite happily settle for a quick buyout and 20p but that note figs, show, the potential, the latest drill appears to have de risked the play. Should only be good news and much upside to follow 🤞🤞🤞🤞🤞

Also from that 2021 HE1 rating

Helium Volumes(bcf) 1, 10, 50, 100, 138bcf

10% cos 0.5p 5.3p 26p 53p 73p

25% cos 1.3p 13p 66p 132p 183p

50% cos 2.6p 26p 132p 265p 366p

75% cos 4.0p 40p 199p 397p 548p

100 cos 5.3p 53p 265p 530p 731p

Factor in share dilution, rising price of He, additional discovery Hydrogen/Argon etc and these Hannam & Partners figures from 2021, still read some very tasty figures, all we need now is the official bcf discovery numbers and all bets and the handbrake is off 🤔 GLALTH

Now with additional Hydrogen power +Argon to the potential production balance sheet.🤔😲🤑🤑🤑🤑🤑🤑

Valuation and NAV - A simple way to look at the valuation of HE1 is that based on our NPV12 of ~US$60/mcf , the current EV of ~US$65m is pricing in 1bcf of helium being discovered relative to its un risked prospective resource of 138bcf

Rising Helium prices since , expected to rise further. 😉😲🤑🤑🤑🤑🤑🤑🤑🤑🤑🤑

Was this recently also

Bangladesh is expected to see a huge ramp up in coal-fired power generation in coming months as new capacity comes online, which will boost the share of coal in its energy mix to its highest on record.

HIGHLIGHTS

To add 4,365 MW of coal-fired capacity in coming months

This means that Bangladesh could see over a quarter of its power generation capacity based on coal, which is a significant shift; historically coal's share has been in the single digits and more than 50% of its power supply has been from natural gas.

We run power plants according to least cost generation," Bangladesh Power Development Board spokesman Shamim Hasan said. So the state-run BPDB, the sole buyer of electricity from power producers in Bangladesh, will chose the

cheapest fuel for electricity generation to bring down the overall power generation cost, he added.

Favourable coal prices mean emerging LNG importers like Bangladesh will not drive LNG imports while prices remain high, and existing natural gas supply from domestic production and term contracts will be diverted to industries that can absorb higher prices.

Not remotely Teddy, the vast majority since the late 90's involved with placings and paid in shares, rarely hang around, just want to be paid and move on, they since the real INVESTORS , Banks Real II's and Financial House pulled pretty much out of the Casino side of the market, they are still around but if you look at their own fine print, conditions and criteria for Investment, many do not even look at a share until stable and have a Market Cap of over £50m, similar in the USA but $100.

All bucket shops and quick buck play both ends pump and dump wonga's these days, until a company has its holy grail, be that progressing a project of scale , or going into production (revenues).

GCM unlike most in the past couple of decades have managed to stay afloat , with better funders and by comparison little dilution, just look at Main Market copl high £'s now crucified by bad management sub a fraction of a P and if no consolidation had taken place, would have 367 BILLION shares and still growing (100-1 consolidation now 3.67B)

GCM still holds very tasty assets and potential growth projects, with a lowly 238m shares, positive progress and £1+ not out of the question, around 15 years ago, roared to £6 a share with around 50m in issue, the coal and projects have not left the building, Chinese still onboard and Hasina and Co , now appearing to see the light and sense of using their own resources v expensive imports.............GLALTH.

Quality counts, Boil happy to bimble about smaller raises for more and more confetti

Sundagas, created by Butler and 3 others , four years later, knowing Chuditch non tender freebie coming their way, floated on the Singapore stock exchange , with an immediate 22 million available loan set up from a Singapore bank

Like many an AIM not up to the job, that one also promised good finance from local banks, multiple times, including an rns over 18 months ago, if not today , expect in the next few days...........the porkies and carrots drips of their lips with ease, while they take another placing for salary and expense, warned those on copl Arty farty pants on fire was not to be trusted his 350k share pick up at 35p , same as the ones at £2 - £3 a share ten years earlier , strategic move using some of the over £1m pa he paid himself for 12 years of zip and failure.

Never trust a bod ,until ITS DONE, you will lose a lot less on AIM and even some Main like copl these days, would happily see Yeo drop in a cesspit today, if we could get Butler as ceo. 😜

All said was , if all else fails, looks like TG many now have a capable sidekick, that can get the job done for them. Not just on our license, they have their own block and shares in many other licenses. 🤔

Probably as I am also in TRP , with a ceo who has promised various probably rigs and drill dates for 4 years, before he recently booked a wide window slot. As said before , never take much note of any BOD on AIM, invest in the assets not the clowns in charge, that generally across AIM , miss a million deadlines, before getting something SOLID over the line.🙄

NYSE listed ENI (have jv with Santos and Koreans) would be great, better still if they got us to fcuk off , for Yeo ho ho's right price, before any drilling done. 😉😂

As said Santos still not signed off the psc for area R and ENI finally just recently for P, why (due 2022), they can move a lot quicker than we can, so why they still drifting towards doing something, massive deep pockets, can only think, its the same old story, what can we do with it after drilling.

That JV has now got its new Barossa (Santos) and Evans Shoal (ENI) HUB and pipeline to Darwin to play with, so could the drill slot be for ENI Evans S, not Area P, they said long ago, before all the courts hoo hah, both would be Hubbed from Barossa (dirty) Evans (cleaner) together.

Think it was Filthy posted, they are already 68% ready on Barrosa and more than halfway on the pipe, so ENI will need to develop Evans ASAP, if that is still their co mingled JV plan.🤔