Lot of interpretation in your analysis or general discussion that is biased. Simply that.
Dot point next time so new coming investors don’t read shyte and or promotion.
> Helium backed securities allows Renergen $ in the bank? Reiterate please does profit come with the so called guarantee? Is it at costs? Is it an influence to existing takeoffs?
> Space Companies, Medical Companies and many others prepurchasing is not taking the sails out of the wind from the likes of Air Liquide and co?
> The global usage of Helium is 6BCF per year, USA have some time to run, massive reserves in Russia and Qatar coming on board, regardless of % they have populations and market for their gas. What makes Renergen exclusive in the He field?
> Why do you expect global media attention? Pump statement.
> We missed the boat on increased LNG pricing? Yep ok. Do you sell what you have for certainty of uptake OR do you hold reserves which are very little and try pick your entry point?
The LNG situation is per your description is due to inflation? and coming into winter you expect all time highs to evaporate?
This is possibly the worst analysis of Gas prices I have read, but hence it’s just your opinion.
> Cryovacc? Ask the company how many resources went into this project including patent lodging and ROI for shareholders, if you can read a financial statement you will notice the preceding financials of Cryovacc were very heavy on the books, maybe also revisit a SM tweet tweet of Cryovacc production, it was akin to us welding a few buckets together in a unauthorised unregulated OHS environment.
> Phase 1 as indicated by anonymous posters on this forum is delayed due to feeds into the plant not being connected, this was dismissed by some here YET confirmed by Renergen themselves. Shipping via China mid October. The insinuation that Timeframes are being met is entirely inaccurate, please refer ASX prospectus, refer Edison reports, refer company own annual reports. To elaborate SM is excited is a pump statement.
> Phase11, you do not have an issue with how the funds are raised. Ok! How about the expenditure continues and the revenue doesn’t meet? Do you for a minute suspect the CFO has any influence what’s going on at this level?
If you have done your research, Air Liquide may well take a piece of the company. Phase11 announcements are superfluous until the company can prove they can actually run a plant. That is unproven at this stage of Phase1.
>ASX200 your dreaming, let’s shoot for 300 first based on establishing and profitability of Phase1
> The Top20 ASX of this company changes like your underwear, quite regularly. People have exited, targets have been missed, dilution has occurred. People have accumulated, I still see no significant holdings other than Chinese interests.
> The hilited quarter is due to the previous being not so good of lower revenue, massive administrative costs. Paint a Qtr on the last but what happened to the last?
Keeping everything in balance. Great post and certainly feels and looks like a pump post and thread, just misses some factual information for mine.
Expand
