We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
This should be pinned to the boards somewhere for easy referral.
too wet to be in the garden this morning, but anyhow, a reminder (see top post of this thread) on why we invested.
DYOR and GLA
Yep. I hate the anticipation of waiting. Wake up early in the hope. Am having a play in TGR at moment to kill the time.
Bump, and good morning . Looks like another day in the garden.
I always have time for good contributors on this board.)
Wow, great archivist we have here in super duper DBD! Thank you very much matei!
And thank you Seisprocessor, you are a true gent! Thank you for digesting the very limited seismic material the best you can for us.
So, Sea, you may be correct with your guesstimate for next monday after all. I wouldn't like to be out of this on the weekend.
Hold on.. I want to have a pop at TA now... let me see...let me shake it first..hhhmmm... ok.. I see, my chart is telling me a sharp rise next week hold on.. I see a song:
Boom Shack-A-Lack
Wine your drill bitee
Wriggle your belly
Dip and go down in a the new stylee
Wine and go up, wine and go down
Bubble and a rock ca the new style around
You fe line it up, you fe wine it up
Do the boomshackalak till the dance helium full up
The boomshackalak it a the brand new style
Wicked say it wicked jah jah no say it wild
Raggamuffin style fe the discipline child
Dip and go down ca it well versatile
You fe move fe your waist, move fe your back
Wine and go down do the shack-a-lak-a-lak
Get in a the groove ca you are the top notch
Bubble and a wine gal right pon the spot
Wine your body
Wriggle your belly
bump again, and for ST quoting seisprocessor:
"I would think drilling full speed up to 200 feet/day would be unlikely. The drilling mud will have to be constantly checked for losses and weights adjusted, given that this is a new well in an unexplored area and the drillers will have to learn as they go. There will be poorly compacted shales in the shallow lake sediments and also lots of interbedded shales within the sandstone reservoir targets.
And hopefully gas kicks in the Karoo supergroup to contend with!
The 2nd and 3rd drills might be a bit faster once they know what conditions to expect. So there is a mixture of highly porous sandstones and also shales, which are impermeable in the vertical direction (good for acting as a seal), but have high permeability in the horizontal direction when pushing drilling fluid into the side core.
I had estimated 140 feet per day based on taking 4 weeks to drill 1200m.
So matching that rate to the estimated depths would give, IMO, first possible helium shows reported below the unconformity around day 8, and from first target zone in the Red Sandstone formation at day 16.
Anyway, that's just my guesswork, and sits either side of your day 11 estimate. "
GC/MS is good, esp. for front line unit. One of those containers is a laboratory.
Drilling start RNS: scope and time
o Micro gas chromatograph and mini mass spectrometer used to identify elevated levels of helium in mud and reportable as a helium show
o Wireline logs to identify reservoir and seal units and to confirm pay zones in success case
o Drill Stem Testing unit to attempt to flow helium gas samples to surface
· Each well will take circa one month to complete
Morning, bump
morning, and bump.
just to add, if you are looking for information including risks as they are required to be disclosed, its all in the document lists shared in the original post of this thread and DM in his interviews too have been clear about risks. Further discussions on risks particularly geology can be found from seisprocessor's posts (click on his profile).
Link to seisprocessor posts (as per deepbluedivers previous post).
https://www.lse.co.uk/profiles/seisprocessor/
Link to seisprocessor posts (as per deepbluedivers previous post).
https://www.lse.co.uk/profiles/seisprocessor/
morning, and bump.
just to add, if you are looking for information including risks as they are required to be disclosed, its all in the document lists shared in the original post of this thread and DM in his interviews too have been clear about risks. Further discussions on risks particularly geology can be found from seisprocessor's posts (click on his profile).
DeepBlueDivers Helium Video Library
https://www.lse.co.uk/ShareChat.asp?ShareTicker=HE1&share=Placeholder&thread=BEE8B095-F05B-47F3-B171-39E06C3A0D8E
Bump.
Thanks DBD
New to investing other than in a property sense, very helpful links there.
Been following this board and all of the helpful research for only the last month or so but been in HE1 since December. I feel like I now know all of you! of course i do not but really appreciate all of the useful insights.
Will add from now on when i can but i fear my knowledge lacks somewhat to all of you guys.
I wish us all the best of luck.
@dbd
May I ask that you either bounce this thread every so often, or copy/paste to a new thread so it's always available.
Be a shame to lose this as it drifts down page.
Deep,
Superb compilation of gathered research on the basics and more; your post is a reference to all those who want to learn a thing or two about our Helium One.
Thank you.
ST
Excellent post, great to have this one place
All
below are limited collections where you can gather info outside of this BB. Starter for 10 for newbies.
Presentations: http://www.helium-one.com/presentations/
Reports: http://www.helium-one.com/admission-documents/
Analyst: http://www.helium-one.com/analyst-research/
Good reddit doc: https://www.reddit.com/r/HeliumOne/comments/ntqj7t/heliumone_a_gem_in_the_rough/
https://www.reddit.com/r/UKInvesting/comments/mgb66a/heliumone_poised_to_gain_from_growing_market_and/ (this one comes with very good links for references too!)
Youtubes:
https://www.youtube.com/watch?v=UT4HtaHStNQ (4 Dec 2017 – Solo Oil talks about HE1 on proactive investor)
https://www.youtube.com/watch?v=X1zJotUh2Oo (26th Feb 2020 – Mining Investment Cape Town)
https://www.youtube.com/watch?v=vMLkdgCXhjE (5th Nov 2020 – HE1 announces partnership with Attis O&G)
https://www.youtube.com/watch?v=mMhCqtdeBx0 (11th Nov – DM and Katie chats))
https://www.youtube.com/watch?v=5p1BcGPdnAs (19th Nov 2020 – oversubscribed IPO, good for funding for exploration)
https://www.youtube.com/watch?v=52gYx1Tg9F8 (7th Dec 2020 – strong day for first day of trading)
https://www.youtube.com/watch?v=lEfp3UCN20k (15th Dec 2020 by H&P)
https://www.youtube.com/watch?v=ZhGrrxAi5qE (21st Jan 2021 – World class discovery, Crux Investor)
https://www.youtube.com/watch?v=C8REKXFXJZM (22nd Jan 2021 – Eyasi and Rukwa, Proactive Investor)
https://www.youtube.com/watch?v=RMcDYpBOu58 (24 Feb 2021, Proactive interview, updates, Rukwa as first target)
https://www.youtube.com/watch?v=k1V08pvzCRM (8 Mar – more share talk from DM)
https://www.youtube.com/watch?v=Wgj2aiX4XXU (25 Mar 2021 – DM chats a bit more with Katie, on Mitchell Drilling)
https://www.youtube.com/watch?v=jqU0GhmCEhM (3 April 2021 – Seismic acquired and Drills turning in May – Rukwa as first target)
https://www.youtube.com/watch?v=lLsBm1TnM54 (16th April 2021 - £10mm raised @ 10p a share. Funding sorted for both exploration and appraisal)
https://www.youtube.com/watch?v=TpkAkrt4u1Q (18 April 2021 – share talk interview)
https://www.youtube.com/watch?v=4wuw2PbqMyo (4th May 2021 - infill acquired seismic evaluated, first target change from Rukwa to Tai, and drill date moved to fit with new target)
https://www.youtube.com/watch?v=A4zVkhSXlNw (6th May 2021) – investor Presentation
DM spends a lot of time in interviews. I suppose its life of an AIM CEO....
hopefully enough to sate any new investors thirst for knowledge on Helium One.