Member Info for BasilAlderman

Yes and I've be invested in a number of companies that have suspended and they have gone on to seriously multi-bag.

Yes, Billy. A chance to buy more. Top up time for some of us.

GST should be suspended today at 7.30am surely? Is this a mistake?

Yes, The New England Journal of Medicine, The Lancet or Nature etc should be on the target list for Nigel T and Alastair S. N4P need to get the message out there as currently the company is just preaching to a small band of well researched PI's who can see the potential. R&D and M&A departments at big global pharma companies - who can be inherently lazy and follow the crowd - will be more inclined to take little old N4P seriously if the company looks as if it's gaining traction in the sector. Come on Nigel and Alastair start banging the drum for N4P in the trade press. You'll find it a lot easier to attract a licencing or takeover suitor if you do!

Yes but the question you have to ask is:

1. do you believe world renowned experts who have carried out extensive Due Diligence and Risk Management on the southern Rukwa Helium Project

which has been further evaluated by Sproule ERCE

or

2. Some faceless derampers on a chat board.

The FACTS:

* HE1's ’s flagship southern Rukwa Helium Project is licensed within 831km2 in the Rukwa rift basin in southwest Tanzania. This geological basin occupies the western branch of the East Africa Rift System, an area that contains surface helium seeps of up to 10.4%, and no associated hydrocarbons or CO2 and only nitrogen as the carrier gas. Yes, you read that correctly: "surface helium seeps of up to 10.4%".

* In June 2025, HE1 completed an independent competent persons report with Sproule ERCE. A deterministic sum of 2C Gross Helium Contingent Resources for the Itumbula development has been evaluated by Sproule ERCE as 296 million standard cubic feet (“mmscf”) and a 3C case of 1.3 billion cubic feet (“Bcf”) Bcf Gross Helium Contingent Resources. Additional Prospective Resources within the remainder of the ML area, excluding resources assigned to the Itumbula discovery, have been evaluated by Sproule ERCE as 709 mmscf (2U) and 3.2 Bcf (3U). Yes you read correctly: "1.3 billion cubic feet (“Bcf”)".

In summary:

With patience HE1 is primed to be a big gainer for those canny enough to have bought shares in HE1 12-18months ago. Top up / Buy in as low as possible with shares like HE1 is the key point. I would never have bought HE1 when it was at 20p but I did buy in at below 0.5p. I expect, if I'm lucky, to do a X 20 when I eventually sell my shares in HE1. What's developing in Southern Rukwa is big news in our industry, as the FACTS above clearly illustrate.

Don't forget our 7.6% helium discovery at the southern Rukwa project in Tanzania could be even higher than that. 10.4% was recorded by HE1 a while back. People keep forgetting that! Plus, ours is pure helium without hydrocarbons too. Commercial production typically requires helium concentrations between 0.04-0.35%. HE1's helium concentrations of up to 7.6% at the Itumbula West-1 well is big news in our industry and way way way above 0.04-0.35%. When they get that Electric Submersible Pump working in the next few months we could hear more of that 10.4% figure again. Imagine what that will do to the share price and MCAP.

Yes and a billion takeover is chicken feed to most of these companies. Air Liquide MCAP of 120 Billion, Exxon MCAP of 471 Billion, Linde MCAP 196 Billion etc. A JV Offtake / MOU deal would be fantastic but don't rule out a takeover for £1 Billion. It's more than possible with the future helium we will be producing in Tanzania and Colorado. M&A activity with a major player is certainly one to watch out for here. Then it really will be BOOM time for Pubcrawl and co!

Yes, LouiseR, I agree HE1 is poised to be GGP Mk2. That share went from 0.65p to over 30p. It was the JV that sent the GGP share price soaring and for a while GGP was valued at over £1 Billion. On June 10th 2025 HE1 confirmed it was actively seeking a JV partner. Things are getting very interesting here and we could see a repeat of the GGP gain in due course.

Yes, Expon3ntial and McNicol ignore the bashers. Most LTH's all get the bigger picture here.

1. 3.7p by March 2026 is doable.

2. The issuing of 4 billion shares at 2.2p each could raise the £88 million needed to fund the full production system at Rukwa.

It's about having patience and vision. I'm in here for the longterm and the huge potential HE1 offers investors.

DickieT, made some great points on 23rd May at 09.17 about what drives value. Not endless placings but a suite of measures. I have cut and pasted a summary as it's still relevant moving forwards and why the share price should rally if the HE1 management adopt some or all of these in due course:

Courtesy of DickieT:

"Dilution is only one of many financing tools available to a company transitioning from exploration to production. HE1 can—and likely is—considering to fund its development without defaulting to share placings:

Project Finance & Debt

– Bank Loans: Secured against future mine cash-flows or reserves, often on non-recourse or limited-recourse terms.

– Project Bonds: Investors buy debt against a special-purpose vehicle (SPV) that owns the mine, repaid from production revenue.

– Mezzanine Financing: A hybrid debt/equity instrument offering lenders higher returns in exchange for junior-ranking security.

Off-take & Pre-payment Agreements

– Off-take Contracts: Secure a buyer for your product in advance, often with upfront deposits that fund construction.

– Pre-payments: Customers pay today for future metal delivery, effectively advancing you the working capital you need.

Royalties & Streaming Deals

– Royalty Financing: Sell a small percentage of future production for an up-front cash injection—no voting rights, no dilution.

– Streaming Agreements: Receive capital now in exchange for the right to buy a portion of your metal at a fixed, low cost.

Joint Ventures and Strategic Partnerships

– Farm-In/Farm-Out: Bring in a partner to earn into a percentage of the project by funding staged work programmes.

– Strategic Investor: Secure a offtaker, smelter or major miner willing to take equity or project stake in exchange for development funding and technical support.

Asset-Based & Vendor Financing

– Equipment Leasing: Acquire plant and machinery through leasing, spreading capital expenditure over time.

– Vendor Finance: Suppliers fund critical EPC contracts, with repayment linked to project revenue.

Government Grants and Subsidies – Regional or National Grants: Many jurisdictions offer grants, concessional loans or equity co-investment to promote local mining.

Convertible Instruments – Convertible Bonds or Notes: Raise debt that can convert into equity at a future date—lower immediate dilution, with conversion linked to share-price milestones.

Rights Issues with Sweeteners – Where equity is required, issuances can be accompanied by free warrants or rights to mitigate share-price impact and incentivise take-up.

HE1’s transition to production can—and should—leverage these tailored funding structures to minimise equity dilution, manage risk and align incentives with investors and off-takers alike. Diss the dilution-only narrative: the successful producer knows that choosing the optimal blend of these tools, not endless share placings, is what drives value".

Yes Nero & Brighty, 13p a share will be just for starters once GST becomes a cash machine. No more raises will then being required. Bake/GS20 Exchange, Semnet and Angra could see this happen quicker than some people think. LTH's will then be rewarded handsomely for their patience here.

Yes, GST made sure any negative news was out there in the public domain last week prior to the company announcing positive results in the next few days.

Yes, this is most likely a "Mates Rates Event". A buy in opportunity prior to good news. It happens all the time. It's what oils the wheels and gives mates a chance to buy in at a discounted price prior to news.

Yes, it is much better to get any perceived negative news out of the way prior to results due out next week.

If the results announced next week are good / better than expected then the Semnet arbitration would be a drag on the share price if included in the results for the first time. They can now just refer to it. Best to get any negatives out of they way today is my take prior to what I'm hoping will be good numbers announced within the next few days.

Alternatively, GST could be getting any negative news out there prior to announcing positive results next week?

Yes & as we know PYC has a history of seriously multi bagging on positive news. Over a sustained period of time this could easily have a MCAP of £20 million, which would be a x 20 approx from its current MCAP of £1.3m ( very cheap in the sector). i.e. The deal data posted on here a few days ago by several regulars highlighted the mega bucks paid for small innovative companies in the pharma industry. It's certainly possible that a big re-rate moving forwards is doable looking at the progress announced in the RNS today.

Yes, agreed re the miniscule valuation here that could change for the better very quickly. i.e. your point about GE (Nasdaq: GEHC) is a good one in support of this with the $51 million acquisition of Intelligent Ultrasound Group's clinical artificial intelligence (AI) software business. It does feel that the CEO is turning PYC around. PYC is cheap as chips currently. The potential is obvious at this price for a big gain.

Yes, Leew and Lloyd, you can't argue with this positive messaging re Y/E:

"The Company had a gross cash balance of approximately US$4.2 million. The existing cash resources of the Company coupled with the net proceeds of the Placing and the Retail Offer will therefore enable the Company to acquire a significant Bitcoin holding"

That has caught the doomsters out!! Very very encouraging news. SWC and its x 145 gain from 3p to 500p this year is a great reminder of how bitcoin is viewed by the market. GST is on the launch pad now without a doubt. Watch this space!

Yes, Mrhanji, this could do an ARB or SWC if a deal is announced. e.g. SWC gained X 145 and went from 3.5 to 500p in the last few months. QBT was over 3.5p on no news. Imagine the share price on good news! Think of NCYT 10p to 1000p+, SAR 0.2p to 9p, ROAD 3p to 51p, MOS 0.035p to 0.62p, EUA 0.5p to 30p+ and you can see the potential here. i.e. 3p is just for starters.