Helix Exploration Share Discussion Threads

[porsche888] 16/4/2024 11:35

This will start to move up. Pulsar is the same play and has done very well on TSX.V up over 400% and current market cap of circa £50 million....

[jungmana] 16/4/2024 11:26

No need to respond to my posts as I have you on filter. Move on please

[kiplig] 16/4/2024 11:22

Jungmans, let's call a spade a spade. This is a binary play - either there is He here in commercial quantities or there isn't.So risked valuations are utter nonsense. Either it's worth a lot more the current prices (after factoring in equity dilution - fundraisers to generate capital to move into commercialisation), or it's a zero. There is nothing in between. Please do not think that a risked valuation of 39p is a downside case. It isn't.

[jungmana] 16/4/2024 09:20

New interview;

[jungmana] 16/4/2024 09:07

Take not of this; "readily available infrastructure"

Oak Securities Note - 16 April 2024

Helix Exploration plc’s (“Helix’s” or the “Company’;s”) helium prospect, Ingomar Dome (the “Asset”), is a low-cost entry 9.6 point for investors to gain exposure to a potentially high-impact exploration well. The unrisked valuation (131p) is 12.0x the current price, and the risked value (39p) is 3.6x, which means that the risk-reward balance favours investors.

Valuation

The high helium price and readily available infrastructure lowers the threshold for commerciality, making even small volumes commercial, which reads straight through to value. The Company’s risked valuation is $60mm (£48mm – 39p), while the unrisked valuation is $202mm (£160mm – 131p).

[jungmana] 16/4/2024 09:02

i wont stand by and let anyone post misinformation on any of my shares such as 'no wells been drilled on this site' or try to put a negative on a good agreement just signed.
Good on you if you chose not to read . I don't come on these forums to make friends..:-)

[dodger777] 16/4/2024 08:30

To have ‘obvious deramping’ is needed to counterbalance your ‘obvious ramping’ here and on lse ..total turn off to read such bilge even if the company is good or not.

[jungmana] 16/4/2024 06:28

Instead of listening to the misinformation and obvious deramp by an individual on this thread go watch the presentation by DM on The hive telegram group done yesterday evening followed by a very informative q&a.
Worth every minute of the 45 mins it will take . You will learn a lot about the Company's project, helium exploration and the management.
A special thanks to the hive team for such an informative session.

[jungmana] 15/4/2024 21:20

Kiplig you back with your rubbish. Filtered

[kiplig] 15/4/2024 20:21

Strategic partnership? Or is that fancy spin for a regular contractual relationship where you pay a third party to provide a service.I've never had a strategic partnership with my dentist or car mechanic, but I've sure paid them a lot for services rendered...

[kiplig] 15/4/2024 20:18

I just saw on their RNS that they have three, yes three, retained 'joint brokers'. That must be a record for an AIM stock, and very expensive too. It tells me they lacked confidence getting it away - or else it makes no sense whatsoever. With Divid Minchin involved, this is an avoid .

[porsche888] 15/4/2024 15:11

Looks like some Pre iPo stock is still being churned. Should be gone soon I think, then it's up from here on in

[jungmana] 15/4/2024 13:25

"We are pleased to announce the commencement of our appraisal well programme through a strategic partnership with Petroleum Consultants, headquartered in Billings, Montana. This collaboration entails comprehensive drilling engineering services encompassing well design, completion design, flow-testing procedures, and overall wellsite supervision. Leveraging their extensive experience in the State of Montana and across the broader Rocky Mountain regions, Petroleum Consultants will play a vital role in optimising our drilling and testing processes." 

[jungmana] 15/4/2024 12:32

What do the likes of Baker Hughes, Schlumberger etc do? Exactly the same for lots of oil companies across the globe.
A recent example is he1 drilling in Tanzania. it was Baker hughes and Geolog who had the contract . he1 only owned the rig as is so expensive to get a rig in that remote area.

[jungmana] 15/4/2024 12:27

Oh dear, isn't that the standard mode of operation for most companies in resource sector? Sign contracts with the well design and management companies who are experts and specialist in the industry rather than recruit your own team?
is the right thing to do.

[mcpaulas] 15/4/2024 11:08

RNS.So they are paying someone else to do all the work,whilst they play golf all day.Good work if you can get it,plus they have someone to blame if it all goes pear shaped.

[jungmana] 15/4/2024 07:07

We have a good rns this morning

[jungmana] 12/4/2024 10:55

And from 5 mins David clearly said is not just one well but a few wells were dug on the site as he goes into the details.

[jungmana] 12/4/2024 10:49

Clickable link;Https://youtu.be/WPBVtIHacJM?si=M8_eWrxG8Bcmz8bM

[jungmana] 12/4/2024 10:46

To say "no wells on the Company's acreage " is misleading and shows your poor level of research here;
Listen to Bo answer that from about 4 mins into this interview;

[jungmana] 12/4/2024 10:40

Listen to the interview on crux and read the report published. A few wells were dug in this leasehold looking for oil but found nitrogen rich gas.That's the reason the next well to be drilled in Q3 is referred to as an appraisal well.As the last poster also said Montana is a proven helium jurisdiction and hex leasehold of 11,000 acres is right in the middle of it.Am sure most here have been investing in resource stocks and have done a bit of research.

[porsche888] 12/4/2024 10:08

I just want exposure to Helium and Bo Sears as both the commodity and the CEO are proven and offer the right risk return ratio I am looking for. Montana is a proven Helium jurisdiction. The stock presents one of the few equity investment opportunities to the Helium space where the equity is priced in £ not $I invested in uranium during the last boom cycle and Helium is at the start of a boom cycle. I am happy with the exploration risk as within my family circle I have counsel from two geologists and one geo-scientist.

[kiplig] 12/4/2024 09:46

Porsche. You're clearly long and talking your own book. I get it. But let's consider facts:1. There is no seismic, no wells on the company's acreage - it all is based on nearology. And even that only confirms nitrogen in a sample. There is no confirmed helium yet.2. The resource is PROSPECTIVE, not contingent. Google it.3. The first well is an EXPLORATION well, not an APPRAISAL well - google the difference. It's important. This is an out and out punt, with a lack of news flow to come in the short to medium term.

[jungmana] 11/4/2024 21:25

Seedoftongo, profile created 2 months and 1200 posts.A troll . Just filter him