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Not using the correct grammar
The interview by Lorna Blaisse, CEO of Helium One yesterday with D.L. of London South East was a nice surprise. I have been watching a lot of interviews done by Minchin, former CEO of Helium One @Director's Talk, Malcolm Graham Wood, Crux Investors etc. He has dealt with many specifics eg markets, capex etc in rather great detail. In particular, he has covered PATH TO PRODUCTION /construction within a SHORT SPAN OF TIME from discovery. Therefore, prior to Lorna's interview yesterday, that was all one had to go on.
Lorna's interview CONFIRMED the "path to commercialisation" and "monetisation" and it would appear it will be via "PARTNER [s]". From this, on reflection, I gather this has been PLANNED QUITE A LONG TIME ago, even in Minchin's time. However, Lorna did indicate that some metrics have to be worked round and I think that the result was even better than previously expected ie Minchin's time. I am not sure but I will read it again.
Suffice to say, Mather said it take 16 YEARS TO GET A MINE[in general] to the stage of production ie copper & gold. Today, Master Investor's has written a new article about the CHALLENGES of having to raise billions for capex. So, pleased to hear Minchin say capex is $50m which is tiny in comparison.
LIFE CYCLE OF A JUNIOR MINER
In the chart, just when a junior is embarking on the journey to production, investors have long gone due to the length of time as said. Here, the situation is rather UNIQUE and a great welcome. For this reason, some will not be on this journey but it is one in which , a/c to text book , tutes may enter?
Lorna said a lot happening and many moving parts. So, I think one morning, one may wake up to news akin to all the other mining plays like at Cascabel , Havieron etc. Well, that is what the American VC based in the UK has tweeted which is based on what Lorna said ie news [partner etc?]. So, herein, is the state of play. News, 23 Feb 2024 [Fri] Share price 2.45p [mid] & mkt cap /£91m. Would be nice to have more MEDIA article in days to come. DYOR. NIA.
Burn the Baron burn the Baron burn the Baron
now then on solid ground, 4.7% is fantastic. if i have 4.7% of an entire warehouse of chocolate bars stacked the roof and with easy access to get them out.
but if i have 4.7% of one chocolate bar and it's stuck in the ac duct of my empty warehouse, not so good.
which 4.7% is it? if the former where is the data?
oh no the baron has sent a not very rampy message!
filter the scoundrel
instead engage with me in the car park of the red lion s****horpe like a gentleman
Unique is the word on the street , meaning very rare, and in this case a one off and only find in the world with a Helium high consentration of 4.7 percent,
This is our homework for the weekend, can anyone find a company that’s commercial with a pure Helium concentration above 4 percent in the world apart from us, just to get it going.
I'm in a similar position bitel. my exit price is over 50p.
I've been in for a year, lost pretty much everything in December. instead of walking away I averaged right down from 8.4p to 2p.
ivd seen a good bit of action here and been kicked in the nuts along with the LTH. but I can see the humongous potential here.
hold as long as you can. the SP could be valued in £1's next year.
Just looked in on the bb- oh my Lordy I’ve had to hit the filter button a few times.
Mad people coming out from the shadows.
Not making sense and not using proper grammar- easy green box for me.
Whops wrong share not the oil share
Happy here been here since 11p days
Hi all new to this share hope I don’t get burned like at Angus energy looks very promosing here hope so in now for the journey
Looks like a whole thread relating to Yana's original post got taken down?
Wow, wasn't expecting that!
Meant tissot blinking phone
Was on my way for a tussore watch but have delayed purchase started dreaming /thinking about the coronet style watch can only dream
Looked like the goons were sent out in force today to shake out weak unresearched holders to allow the goon masters to fill their boots.
Roger Jolly. Recommend.
I am going with this American VC who is a UK based investor in HE1. He posted Lorna Blaisse's interview and tweeted a sentence. The STAND-OUT from the said interview was PARTNER [not sure partner or partners] and the said VC thinks so as well. This is, let say the DEFINITIVE to the interview entitled: Path to commercialisation of the discovery at HE1. How can one commercialise without CLARIFICATION of going it alone or with partner/s? So, Lorna mentioned it herself ie partner.
If one looks at many mining co's, even say Havieron, its a long , long way to commercialisation. But Minchin explained many a time, they can go into production fairly quickly. Lorna Blaisse mentioned : "MONITISE." As I said , Tanzania sees the Helium One story to bring in investments into the country --usually govt's prefer majors as partners.
So, waiting for if and when , the news drops. Meanwhile, the Gas World article today with the interview link was of interest. On Linkedin, I saw on Lorna's page, she showed a picture of herself at a GAS WORLD CONFERENCE. So, today's Gas World article has gone round the industry circles.
And in there share LB also confides
1. That they are pretty confident that 4.7% Helium *IS* 4.7%. They have their own Lab on site.
2. That they are cracking on and don't need to wait for detailed results first.
Two big positives that stiff the shorters thinking the up to 4.7% might be downgraded and secondly that what may have been perceived as a news void a) has already been filled once in the new video interview and b) she mentions several times in there about updating the market so there will be steady newsflow - and we all know HE1 moves quick on news.
Much calmer trading pattern today with what looked like a 2.45p to 2.55p Buy order being filled and not many were selling on the dips to 2.35p and in between. Bodes well for next week.
No Carbon dioxide or Methane as the Helium carriers typical of He producers which yield 0.3-0.5% He.
Our carrier is green Nitrogen containing 4.7% He and 2.2% H. And these are the diluted figure.
Lorna “generational wealth opportunity for investors”
Major headache for bears.
5:40 into the interview LB stresses that it is important we understand that they are not waiting on the Lab. results to enable them to move on as they have already had it independently verified. Green Helium, gold Hydrogen and no co2. That part on its own is enough for me to remain confidently invested and to look for suitable opportunities to add to my holding.
That is my position, but everything is open to debate and interpretation.
Lorna tells you the next steps here and she’s not a bb troll.
Lorna clearly explains the next steps here . Don’t waste you efforts reading trolls made up clueless BS
is it a my mums?
That's top trolling gold water. I commend such nobility.
But lorna is now on record saying lab results a sideshow and irrelevant given the quality of the independent field lab
Lorna my Drill just turned up very late you know by Royal Mail , it's lovely white in colour and has a handle , did you run of with niel777 ?
A post from a Mark Schmidt on that link now reads
"Helium discovery in Tanzania: Helium One Global discovered a 4.7% helium concentration in the Rukwa Rift Basin, marking a significant breakthrough. This concentration is nearly 9,000 times above background levels.
➡️ Economic potential:
This discovery could position #tanzania as a major helium supplier, joining the few countries currently dominating the market. Helium is crucial for various applications, including medical equipment, electronics, and space exploration.
➡️ Helium One Global holds prospecting licences totalling more than 2,965 Kilometres Square across three distinct project areas which are Rukwa, Balangida, and Eyasi located within rift basins in the north and south-west of Tanzania.
➡️ The Company’s flagship Rukwa Project is located within the Rukwa Rift Basin covering 1,900 kilometre square in the south-west.
➡️ Today, helium is pro- duced primarily in just four countries including in the United States of America (USA), Qatar, Algeria and Russia, whereby limited number of suppliers result into an increase in demand and its price worldwide."
Sit on them until you decide on a colour for your new ferrari