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Part 1
Just formulating a few (more) thoughts on what appear to be a number of drill pads being constructed at Ilemba, within a licence area applied for by Noble.
Parts have already been put on here, but more thoughts spring to mind.
This is the evolution of the roadways and pads between last November to date
https://www.flickr.com/photos/194934344@N06/53693795349/in/dateposted-public/
The first vehicles appeared in the area as long ago as 4-8-23, with the first parts of the roadway begun by 17-8-23. This date is interesting as the first vehicles at Mbelele-1 appeared on 8-7-23, with the pad outline completed by 27-8-23, with pad complete by 11-9-23.
For Mbelele-2 the first construction began around 7-8-23 with the pad largely completed by 21-10-23.
So initial construction at Ilamba has largely taken place at the same time, but more slowly, as M1 and M2. Once those pads were complete construction of the roadways appeared to speed up until interrupted by rains. It is not clear when construction recommenced but when clouds cleared it was clear that the I-1 pad was well underway, as shown here on 30-4-24
https://www.flickr.com/photos/194934344@N06/53692564392/in/dateposted-public/
Judging by those earthworks the pad could be in a position to spud in around 6-8 weeks time ie the latter half of June 24. Questions abound - why so secret given the razzmatazz over M1 and M2? The TCMP shows the licences applied for but not yet granted? Why 4 potential pads, 1 of with is within the He1 licence area, if it is indeed to be a pad? Where has the equipment which was at Itumbula gone to? Is it now here? Why are these drilling plans so secret? Why the go slow on the build?
This shows the drill location in relation to the main fault suggesting that these could be deep wells, much deeper than M1 and M2.
https://www.flickr.com/photos/194934344@N06/53693963576/in/dateposted-public/
Nobles latest quarterly report confirmed that they have retained the Marriot rig - I suspect it is at Mbelele-2 - and also that the area where the drill pads appear to be being built remains a licence application. The Marriot rig IMHO would not be needed for the shallow gas cap wells only going down a couple of hundred metres.
Another explanation for the apparent drill pad preparation is that it is oil or gas related by an unknown third party. Rukwa is covered by a so far as I am aware unissued oil licence which was relinquished by Heritage around 2019.
One would have thought Noble would have to release details of all their activities in the quarterly report.
So for the time being the mystery continues.
But both He1 and Noble each have a deep well capacity rig at Rukwa and both are very reluctant to reveal what they will be doing with them in 2024.
The drill season is upon us - time to reveal all.
And I'm sure all those meetings, and LB's two trips to Tz within a month aren't just for show.
Summat is going on.
But as always they'll need cash to execute
Twitter from yesterday....
https://twitter.com/Hakingowi/status/1786059756521599133
📍Bungeni,Dodoma
Waziri wa Madini, Mhe. Anthony Mavunde akizungumza na Ofisa Mtendaji Mkuu wa Helium One, Lorna Blaisse na Mkurugenzi wa Fedha na Biashara,Graham Jacobs wakifuatilia Bunge la Bajeti ya Wizara ya mwaka 2024/2025 lililopitishwa na Bunge. Helium One ilifikisha asilimia 4.7 ya heliamu kutoka kwenye kisima chao cha Itumbula Magharibi-1 mwezi Februari kilichopatikana kusini mwa Rukwa. Kampuni hiyo itaanza mwendelezo wa shughuli za majaribio ya kisima mwezi Julai.
Which translated means that well test activities will recommence at Itumbula W in July, presumably for the EWT.
It’s coming 💪
Just a little patience needed. Thanks, Skittish for your post/ research
GLA 📈
But it is a pity, don't you think that neither Noble or He1 is very forthcoming with future plans.
And we have to rely on Haki Ngowi "No1 News Personality" and "Social Media Influencer" for news of when we are going back to Itumbula for the EWT.
Not to belittle him, he clearly has high level contacts.
I’m sure Lorna will be planning next comms very soon, if not planned already 📈
Pub crawl a lil patience would entail not posting numerous times every day.
Pubcrawl take a break if patience is required.
That advice is free
Skittish, I’m beginning to think you’re an expert in Swahili too! Thanks for your material
Not quite - languages were never my strong point, much to my regret.
And I should point out that Noble says in the Quarterly Report that they have $1.8M on deposit with Marriot in relation to the rig, from which I have deduced they still have the rig. They don't actually say "we have the rig". There is a suggestion from another source however that the Marriot rig has left the country. Sentinel is insufficiently perfect to confirm one way or the other.
No doubt the Ilemba mystery will be revealed within the next couple of months. you can't keep a major drill programme completely under wraps for very long.
Lorna’s next comms will come when the placing is rubber stamped.
Then the nauseating smiling will commence
Skittish - Good photo in that link. Shows Lorna working hard on the PR. You really do need to have the locals on side and she's definitely succeeding at that.
Herbie derides yet again. When Lorna smiles, we all smile (apart from you).
A placing is only one option. They have cash at the moment but anything can happpen (including a placing).
Turn that frown upside down and consider some positive thinking
DYOR and GLA
TrickyEFC, I don’t need your advice.
I sense you are frustrated and impatient, perhaps you sold?
I can post all I like, and I assure you I have all the patience in the world when it comes to HE1 and my investment in this business.
GLA genuine holders 📈 (Tricky appears to have sold)
Https://twitter.com/Hakingowi/status/1786059756521599133
That link on twitter yesterday shows LB meeting Minister of Mines Anthony Mauvunde at Parliament yesterday.
This tweet shows Anthony Mavunde addressing Parliament, also yesterday.
https://twitter.com/MadiniTanzania/status/1785887204276928942
And looking at that speech he is wearing the same clothes as in the picture with LB&Co, so the photo with LB was taken either immediately before or after he gave that speech to Parliament.
Which no doubt LB was watching from the rafters.
I don't think you get invited to watch budget meetings or speeches to Parliament, unless they involve you or your company somewhere along the line in a fairly intimate manner. I'm sceptical that Tz will put any significant money into helium at Rukwa, I suspect at this stage we are likely to go it alone, but I think they will "put in" in some form for Eyasi oil and gas, my thinking is that is what is in that 2024/5 budget. what form it takes I'm not sure, unlikely to be direct cash but supply of people, logistics, resources etc.
We'll supply the rig and expertise - that is where the rig purchase comes in, pity it nearly sunk the company.
And this is what Mavunde said to Parliament in his speech -
"Under the Presidents leadership in her three years starting from the seventh month (July) we are going to implement a project that will touch two large blocks, with an area of 165,574 square kilometers which is equal to 18 percent of the entire country (and) including the 16 percent that have already been measured (licensed) adding the 18 that we are starting the month seventh in total we will grow we have measured (licensed) 37 percent and today is the year 2024 the goal is to reach 50 percent (licensed) in 2030 we have 6 more years to reach this goal"
That was a translation of what Mavunde was saying to Parliament yesterday, when LB was present.
I wonder who is to get those two large blocks?
Surely not....?
Hold onto you hats!
Nice Skittish thanks for sharing
There is a suggestion on Hot Copper that Nobles CEO has indicated in an interview with a German interviewer that they will conduct their flow test in June/July 24. This would be similar timing (!) to He1 where according to Tz twitter sources our EWT is to be conducted commencing in July. No activity at either the M2 or IW pads as yet that I can see, although IW was obscured by cloud yesterday.
If the test are to be conducted within those timescales we should see activities commencing on the respective pads within the next few weeks.
All the sites are in a line forming a sort of dog leg, Mbele to Ilemba 40km, Ilemba to Tai 40km, Tai to Itumbula 15km, as the crow flies.
Noble seem to suggest they'll use a cheap drill as they're on going down 100 metres or so, do He1 need to drill again at Itumbula, or just open up the well?
No activity that I can see at Eyasi, but there is a wide area to cover and He1 have never indicated a site where they could drill, so it is a bit of a needle in a haystack situation.
Someone's preparing to drill at Ilemba, I can only think it is Noble despite all the contradictory evidence.
This gives an indication of locations
https://www.flickr.com/photos/194934344@N06/53694506203/in/dateposted-public/
Also worth noting that the last placing just prior to Christmas 2023 was at 0.25p. Coming up to end January 2024 the price was 0.19p. Six month earlier the price was 9p. Pays your money.