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£7m market cap just doesn't look correct with all these prospects. Sharp re rate coming on news of HE1 finds if you ask me. As ever there is no guarantees in investing but this looks so de risked and cheap at these levels its silly.

@sharequests.

It seems in the Amedeus Basin there is a "salt seal" to the gas layers. This has in the past proven very successful at storing gases and makes them easier to access.

There is existing drill holes already on the licences and they just need to go deeper.

2D arial survey was done on July 21st with results due in 8 weeks (last week was 8 weeks but Aus are in lockdown so maybe a small delay)

Research for the area and Licence etc..

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

Better late than never, the tweet sure is a positive sign they are looking forward to releasing the 2D survey results.

It's a huge sign they are about to announce strong revenue growth. SP should rise towards results I feel. Can't believe they've dropped it so heavily for the revenues in relation to market cap. I think last week was the bottom. Unless a bigger macro problem plays out.

Clearly they are going to have over £10m revenue in 4 months. That deserves way more mark up on SP. Stacks of Jam tomorrow lying companies that issues placements and CLN's have way bigger market caps.

Markets are mad these days, truly mad.

You put in 1 bag, You get a bagger, thats your money back IE a 100% rise. 2 bags, a 200% rise etc etc.

With a market cap of £6m, 10 x bags from here would be £60m market cap. 20 x bags would be £120m market cap.

HE1 went way higher on speculation. Got to about £170m. To my knowledge from research, the salt sealing layer makes this an a lot easier to get to. If a large deposit with high concentrations is found, this could go parabolic.

Some nice links this weekend Earl. Great work, It's exciting when you dig about Aus and Helium in the Amedeus Basin. Looks like it's going to be a jackpot for MSMN.

Due about now... A date would be good, must be close

Lots, loads of mine showed as sells a few weeks back. Spread is often way tighter than shown.

Hope they are looking into supplying LFT's also myself. Perfect op to get a deal done on them also.

More good news ..

https://www.lse.co.uk/rns/RRR/rral-historic-mine-workings-victoria-australia-36h8879w6rr2r56.html

Yep, not a good 18 months for Oil etc. Now the tables are turning, price is up. Business has gone from strength to strength and the HE1 projects in Aus are about to yield news. Time for a re rate. Undervalued to long.

Spotted that also, just gone back to normal now.

Seems to be some resistance around this level. Hit it a few times, can see it on the macro charts. After this it's quite clear up to 50p. It's going to break it soon. News would defo break it.

Link from Jan research note

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

The results for the fly over survey of EP145 is due anytime. There is also Texas well news due. MSMN are keeping the Helium potential up there selves still. Just a tweet focusing on how well Texas is going. Texas alone has us at 0.42p broker valuation. Then we have Aus!

Helium potential research.

MSMN Market cap £7m
Fully diluted Market Cap to 2022 with all warrants exercised

Fully diluted share count of 6,127,763,052
Fully diluted market cap @0.25p = £15m with all warrants exercised. Next warrants start at 0.25p

Value of just EP145 un risked $172m
Not counting Texas assets which are increasing ownership and flow rates.

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

Have a feeling they are getting ready for some news flow...

RE 8 weeks, don't forget Aus in lockdown. The survey was delayed so don't be too surprised if the results are. They will come soon or very soon though. There is also news from Texas due. Should be a good few weeks and months.

When Georgina Energy comes to market, there will be much more awareness of what MSMN hold. Can see this over 1p in time.
You'd think they kept the 100% owned EP145 to themselves as it has more potential. Arial results due any day.

Have to agree with Earl on the tip. Way under the radar over there and so much potential coming. Looks very good.

Always going to have profit takers with such a quick rise. MM's will need shares also as so few in issue here so will be collecting them from traders and week holders.

Worth repeating the shares in issue maths here. Obviously some further progress with this new news needed but to look at the other Green firms doing similar things..

EQT Over 8bn shares in issue
PHE Almost 4bn shares in issue
SNT - 15m shares in issue.

Way more bang for your buck here.

1p rise here = £150,000 on the market cap
1p rise @ EQT = £80m on the market cap.
1p rise @ PHE = £40M on the market cap.

I've held only a few of these for a while and I'm not selling or trading, don't want to interrupt the compounding. If the plastics to oil takes off, this will bag silly amounts. Looks like an RTO coming to me when you check the recent history, they were looking for one and this fits.

Placing is always possible but with just 15m shares in issue, there is even room for that if the business goes well. Personally I think they will get the price up a bit more first. Not hard to when each 1p is only £150k on the market cap.