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One of the markets best performing shares of the last few months, always missing from the Leader board. Anyone would think it's a conspiracy.

Hi Dave, Do you have a link to the Interview from yesterday you mentioned?

Similar I would imagine. Great update, written well. Hopefully this is the turning point.

Yeah that is the cheaper Lateral flow test at that price. PCR we are competitive although not the cheapest out there. Our strength is our brand and the trust pilot score which is one of the highest for test providers. The only thing that seems to be causing us complaints is Royal Mails poor service at weekends.

Interestingly a look at Abingdon Health Results this morning, Revenue of 11m, losses due to DHSC not paying. Market cap sat at £37m after an 18% drop. More than twice our market cap.

I would say we will achieve 11m in revenue in 2021 and show a profit. Looking very cheap here.

Post away, I don't have a twitter account.

Good holding @Lord Paul, been a painful few months but the business is doing very well as witnessed by the Boots sales and Trust Pilot. Have ended up getting some more at the low levels, lets hope we start to see some more SP movement like today. These guys are raking in the revenue and deserve a higher valuation.

Hi Lenin, there is a good timeline post the other day showing how it goes back to 2014 from when MSMN first bought the license. Worth a scan through the board as there is some useful discussion surrounding timelines, warrants etc. Recent update's have been released via RNS and are worth a read.

A placing has been done to fund surveys, further surveys are being conducted. When drilling comes further funding will be needed for that which could also come via JV and is likely to be 2023.

My understanding is they are exepcting hydro carbons and then at deeper levels the Hydrogen and Helium comes into play. There is two properties, EP145 & EP155. Once is already in a JV one is 100% owned.

There is still some permit bits to sort out which has delayed further survey's till April 2022 at EP145.

We are still awaiting to hear more about an IPO of Georgina Energy which owns the bigger stake of EP155. MSMN have 30% I think.

The sights have huge potential for big finds and values of $170m have been mentioned many years ago so $190m today sounds about right.

Here is some of my research on MSMN and AUS

Helium potential research.

Broker note

https://www.mosmanoilandgas.com/sites/default/files/27-1-21%20Research%20Report%20MSMNFINAL2021.pdf

Prospectivity Doc

https://www.researchgate.net/publication/335632055_Hydrocarbon_and_helium_prospectivity_of_the_Amadeus_and_Murraba_basins_in_Western_Australia

Government Docs

https://minerals.nt.gov.au/__data/assets/pdf_file/0010/259390/Helium-as-a-critical-commodity.pdf

http://www.ga.gov.au/about/projects/resources/onshore-energy-systems/amadeus-basin-prospectivity-study

Chemical and Environmental Engineer report.

https://www.duncanseddon.com/docs/pdf/helium-will-it-be-the-next-mineral-to-boom.pdf

Georgina Energy

https://charlesstreetsecurities.co.uk/Resources/Georgina%202.pdf

https://charlesstreetsecurities.co.uk/Resources/Georgina1.pdf

Hydrogen Helium Finds

https://www.renergen.co.za/can-you-explore-for-hydrogen/

Podcast

https://www.pscp.tv/StockBoxMedia/1lDGLpBWPnPGm?t=14m35s

With new drills coming on board we are aiming for 200 bopd this year. Not sure if we will get there but it will be close I think. Chuck in some permits for HE in Aus and it has you wondering why we aren't sat at 1.3p. Most undervalued share I can find right now related to potential.

Often the business and the share price are in very different places. With all thats coming on now, I do feel this is way oversold.

Seems to be because of Monecor selling into the rises in the past. Any good news isn't moving it now. The market has got wise to Monecor selling. The MM'S dropped it heavy this morning for the 5m sell so are punishing anyone leaving. Spread has opened right up to put off any buyers or sellers. Needs PR and news to beat the stagnation.

Didn't think it would drop more from .15 with all thats happening with the business. How some companies maintain their high valuations I will never know. This has bargain territory all over it.

AIM makes no sense at all, just all looks like a big scam. Here's the revenue growth MSMN has seen. Producing and licenses for more exploration. £5m market cap. Meanwhile elsewhere there is stacks of companies with market caps from £50-£100m that make nothing and won't make a thing for years. This company is being battered SP wise while doing nothing but increasing revenue and profits.

Total Revenue
AU$m
2015 - 0.004
2016 - 0.010
2017 - 0.048
2018 - 0.741
2019 - 1.11
2020 - 1.49
2021 - so far 0.878
2022 - est 2.31
2023 - est 3.38

226% Compounded annual growth rate.

Noticed that a lot and commented on it before. Do companies pay to get on that list or something? TEK is nearly always missing. Never used to be though..

Most of the LSE herd have missed the rise from 10/15p to over 30p as its never on the risers board.

Old holders will certainly feel the pain. One of the reasons I bought here this year is because sentiment was so low and its at a historic low sp. Can't be much drop from here eh? £5m market cap, producing and licences. Patience for long term holders has worn thin but for those entering at these prices, it looks a good punt on risk reward basis. One find of HE and it's explosive share price growth. Production figures this year may even get us higher before any Aus assets come into play.

Hi Trojan. Nice to see the "we are very pleased" language being used..

With a bit of patience I'm off the same thoughts. I mean if we were just an explorer I feel we would be valued higher. Production tends to quantify amounts and share prices. For me this could sit at 10x current market cap at £50m and not look out of place on aim. Not many have licenses this good. 2023 and HE comes good, this will be the next GGP EUA type of rise.

Better RNS this morning.. Just need to target and find those sweet spots. This has the potential to transform MSMN and its share price in a massive way.

Large land mass so to be expected to find different beds and make ups. It's just about finding those "sweet spots"

The Geognostics SEEBASE® model provides better insights into the structural architecture and deformation style in this part of the Amadeus Basin. Mosman considers this area may be a potential sweetspot with all the ingredients for hydrocarbons, helium and hydrogen exploration targets are present.

That's what I'm trying to do! So cheap right now for the potential. Just need the patience to see it through. Aus is a great jurisdiction for drilling. Hard pressed to find a better place.

Not the greatest no. Still plenty to play for though. We await flow rates for Stanley and of course more updates for the Helium/petroleum Aus play which is where I see long term value. Could be like an early GGP or EUA if Aus comes good. Helium has massive potential.

Morning chaps, indeed a great bit of news and a steady move forwards again. Love this share (even with the placements)

Only way to take advantage is to put in low buy orders. Get filled if you get lucky. Unless of course you bought 1000 BTC in 2012 for £1 then you can orchestrate it all.