Helius Eng Share Discussion Threads

[pilot48] 22/6/2011 12:27

Northland standing by their 54p target.

[julcester] 21/6/2011 17:21

or they sell their stake in rothes to pay for avonmouth. i also hear that they are considering a site at Teeside.

[pilot48] 21/6/2011 17:10

They've got Tilbury to convert, and they're setting up their own supply of biomass in the US (Georgia I think), not so much low ball as low blow if they wanted to.

I think financial close for Avonmouth is critical and maybe unlocking some value to keep going, but then it's just Stallingborough all over again and the only thing burning is cash. Keep the faith here or admit defeat...

[mikeja] 21/6/2011 16:38

Wouldnt surprise me to see RWE come along with a low ball bid.Must make sense for them.

[mikeja] 21/6/2011 16:27

It seems very shortsighted to have committed £4.8m to Rothes when,really, they did not have it.

[julcester] 21/6/2011 15:31

Its the uncertainty over the Stallingborough money. If RWE do not continue with the project, the money won't come in.

[pilot48] 21/6/2011 14:57

Bid / Ask 12.0 - 15.0...

[adam] 21/6/2011 14:46

i agree - cash flow problem and market not receptive for required capital. i sold at a loss.

[pilot48] 21/6/2011 14:28

it's alright troll. As others have said before, the sooner they get the fundraising out of the way the better. We also need to hear something concrete on EMR as well.

[the troll] 21/6/2011 13:55

sorry pilot, I must have been typing my article ( 2011 ) as you were posting yours up & have said precisely the same thing in a roundabout way !

[the troll] 21/6/2011 13:50

only negative - they're fast running out of cash to fund the Avonmouth & Southampton projects ( ie; only £1.8m left after £4.8m contribution towards Rothes FC, which won't offer a return for 2 years yet, & Stallingborough earn-out pie in the sky ), so expect a fund raising excercise fairly soon; open offer / RI would be difficult with share price stuck here which could in part, explain the dogged weakness of late ?

[pilot48] 21/6/2011 13:40

Following this additional equity investment into the project, the Board intends to secure further funding in 2011 to support its development activities and general working capital requirements.

Placing is on the cards. Nothing firm on when/if Helius will receive the earn-out. Southhampton will keep dragging on. I don't see the share price decline reversing any time soon.

[spaceparallax] 21/6/2011 12:46

results seem okay to me.

[spaceparallax] 14/6/2011 14:17

interesting rebound

[pilot48] 14/6/2011 14:06

Stretching its legs?

[asparks] 14/6/2011 13:57

Why the gap up today?

[asparks] 14/6/2011 13:56

5-day chart showing bid/offer spread shaded - - - - - - - - - - - - - - - and intraday chart



+ 3 month charts -----------------------------------------------------------and 2 year charts

[pilot48] 11/6/2011 15:23

A blink and you'll miss it reference to Helius, all very tenuous but biomass related in any event.

[pilot48] 07/6/2011 12:58

And all the while tripe like Desire Water gets all the headlines. But still very happy to hold here, value will out.

[spaceparallax] 07/6/2011 12:22

It IS frustrating, especially given the intrinsic value here.

[pilot48] 06/6/2011 21:37

True, but still dragging the share price further down.

[spaceparallax] 06/6/2011 20:09

not that big a trade.

[pilot48] 06/6/2011 20:03

100k sell after hours, was this a big seller or some sort of combined sale by the MMs?

[julcester] 04/6/2011 06:33

I think that either there is a big seller, or an impending placing. Or RWE are not going to continue with the development of Stallingborough (due to the conversion of Tilsbury from coal to biomass), meaning HEGY won't get their cash.

However, the asset value of Avonmouth and Rothes far outstrips the Mcap here.

[pilot48] 03/6/2011 19:05

Just my opinion (always happy to hear other more well informed views) but the fall seems to be in line with the general AIM correction. Also, there's still great uncertainty about the energy policy (EMR etc) which makes the sector unpopular right now (and affects the probability of the RWE earn out). Other than that, it seems that shares with long term potential (like Altona for example) aren't really that popular with the hot money crowd. There's still the Avonmouth financial close to look forward to this year and maybe the company will realise some value like with Stalling(borough).