Member Info for BasilAlderman

Yes, BigGinge, this is no P&D. HE1 has been climbing since 10th July (for 6 weeks) almost on a daily basis from 1.05p to over 2p. P&D's happen over a 3-4 day period, this has been climbing gradually for around 6 weeks now. A pull back / tree shake is quite normal ahead of news. A positive EWT and then a JV will see this way past 10p a share. For the astute investor HE1 is the real deal for a mega multi-bag. It could happen within days and certainly within a few weeks on the back of the EWT. Patience is all that is required.

Follow the money:

23-Aug-24 15:03:53 1.984 2,519,960 Buy* 1.90 2.00 50.00k

Sure Shares2Buy, I get your message, but in a nutshell mega gains do happen, especially on AIM and in this sector in particular. HE1 has announced a 4.7% helium flow rate. That's huge. Therefore, HE1 could be worth billions on this basis judging by the gains witnessed before by other companies. Many of these "minnows" below achieved valuations of hundreds of millions of pounds and in some case in the billions of pounds. The point I'm making here - whether you think it is ramping or not - are actual facts. i.e. BOTB multibagged over x 71, GGP multibagged over x 63,EUA multibagged over x 36, VCP multibagged over x 63, ESG multibagged over x 41, NCYT multibagged over x 100, SNG multibagged over x 100, SAR multibagged over x 30, TPST multibagged over x 39 and ARB multibagged over x 100. HE1 could be next.

Yes the Helium Grade Prices indicate just how big a value we could achieve on the back of a monster EWT RNS. It's worth pointing out that:

BOTB multibagged over x 71,

GGP multibagged over x 63,

EUA multibagged over x 36,

VCP multibagged over x 63,

ESG multibagged over x 41,

NCYT multibagged over x 100,

SNG multibagged over x 100,

SAR multibagged over x 30,

TPST multibagged over x 39

and ARB multibagged over x 100 you would have to conclude that if they can do it then so can HE1 if and when we get big news of a JV or M&A activity following successful EWT guidance.

Having been invested in GGP when they signed their JV agreement with Newcrest I can vouch for the mega rise that happened from under 3p to over 35p. The really lucky ones were those invested in GGP since the 0.55 days of 2018 who saw a x 65 increase in their holding. "Mega Multi-Bags" do happen, as the above companies highlight. Billion pound companies are created just like this. e.g. RKH (Rockhopper 13p to 550p) and Greatland (GGP 3p to 35p) both had £Billion valuations for a time when they experienced their monumental share price gains.

In a nutshell, it can and does happen, especially when you factor in the size of the helium & hydrogen resources being talked about. We've announced a 4.7% helium flow rate. Therefore, HE1 could be worth $Billions on this basis. Great news if your are a HE1 shareholder!

HE1 July 1st, 2024 -"Helium concentrations that were brought to surface could be slightly higher than previously thought".

HE1 July 1st 2024 - "Laboratory results of helium samples from ITW-1 are consistent with measurements made by onsite field PVT laboratory".

Plus, "Near-continuous helium and hydrogen shows were encountered whilst drilling. The frequency of these shows continued to TD and were notably higher than those which were encountered whilst drilling the overburden section during Phase II".

You can't be clearer than that! i.e. HE1 is on track to announce some big news very soon from the EWT.

There's always going to be tree shaking but it's worth focusing on the following:

1. "Near-continuous helium and hydrogen shows were encountered whilst drilling. The frequency of these shows continued to TD and were notably higher than those which were encountered whilst drilling the overburden section during Phase II".

2. There's 138 billion cubic feet (bcf) of unrisked prospective recoverable Helium Resource in Rukwa, making it the largest known primary helium deposit in the world.

3. Global major players in the helium sector will already be up to speed on the HE1 discovery.

4. HE1 have also said in its recent RNS of July 1st, 2024, that "helium concentrations that were brought to surface could be slightly higher than previously thought".

In summary, this could be even bigger than most have been predicting. Mega Multi-bags happen on AIM. Watch this space.

Yes and don't forget that this is a rich helium area with a seep measuring up to 10.4% being recorded by HE1. That is huge in our sector. The key point too is that ours is pure helium without hydrocarbons. Commercial production typically requires helium concentrations between 0.04-0.35%. HE1 is reporting that it is looking at helium concentrations up to 4.7% at the Itumbula West-1 well and that this figure could be even higher according to the recent RNS. i.e. 4.7% is way way way above 0.04-0.35%. Bring on the EWT news HE1 !

Yes and don't forget that in August 2021 the company was valued at £170m compared to about £100m today. 3 years ago the valuation of £170 million was predicated on optimism. Since then that hope has become a reality with the discovery of huge levels of helium at Itumbula. We've had a "Mini-bag" here so far. Next to come is the "Mega Multi-Bag". e.g. similar to what happened at ARB, GGP, RKH, NCYT etc

GLEN with its £50 Billion MCap would certainly be a good JV partner for our hydrogen element at Itumbula. I doubt Gary Nagle does not know about HE1's Itumbula success. Don't forget that Lorna Blaisse is very well connected in the industry and probably knows him. Major helium players such as Linde, Exxon, Messer, APD, Siemens, Air Liquide, Helium24 etc will all be watching developments at Itumbula West closely with a view to a JV with HE1. GLEN, under Gary Nagle, has had a very robust track record of not missing out on the big deals. One to watch.

A X 10 = 20p a share with a Mcap of £1 Billion approx. That's very likely on AIM. We've seen it many times before with other companies. i.e. Bring on the EWT and then a JV or takeover and we will be over 20p.

Anyone doubting the mega rise that could happen here with HE1 on the back of a positive EWT and then JV / MOU just needs to glance over at PPP. Last month PPP went from 0.55p to 11p+. That's a x 20 Mega Multi-bag. Given the helium resource at Itumbula that HE1 is likely to confirm (again) in the coming days the share price trajectory could be very similar. It's worth noting that GGP and RKH both became Billion Pound valued businesses after their respective successes. The same could happen here based on the size of the helium and hydrodgen discovery at Itumbula.

HE1's statement that helium is flowing to the surface in "such significant concentrations" and that this "has confirmed a globally unique helium producing province" will not have gone un-noticed in the boardrooms of companies such as Exxon, Air Liquide etc. i.e. HE1 is big news in our industry. Just watch this share price rocket when we get the EWT news followed by JV or M&A news. e.g. GGP went from below 0.60p a share to over 30p a share. The same could be about to happen here. A reminder that Exxon has a $529 Billion Mcap (today) & Air Liquide's Mcap is $106 Billion (today), so a Billion takeover or JV deal on the back of the EWT would give the share price a very significant boost.

Yes, we could be hitting that 5.3p a share soon, based on the following:

> "Near-continuous helium and hydrogen shows were encountered whilst drilling. The frequency of these shows continued to TD and were notably higher than those which were encountered whilst drilling the overburden section during Phase II".

> There's 138 billion cubic feet (bcf) of unrisked prospective recoverable Helium Resource in Rukwa, making it the largest known primary helium deposit in the world.

> Global major players in the helium sector will already be up to speed on the HE1 discovery.

> HE1 have also said in its recent RNS of July 1st, 2024, that "helium concentrations that were brought to surface could be slightly higher than previously thought".

In summary, this could be even bigger than most have been predicting. Mega Multi-bags happen on AIM. Watch this space!

Whilst we have been very excited about the helium discovery by HE1 at Itumbula the 2.2% hydrodgen concentration at 37,000 times above background discovery is also very significant too. It is another inflection point to drive the HE1 share price much higher in addition to the helium find. It will be interesting to hear from the company about how they plan to exploit their hydrogen discovery. Afterall, the global hydrogen market was valued at USD 242.7 billion in 2023 and is projected to reach USD 410.6 billion by 2030.

The significance of the 2.2% hydrodgen concentration at 37,000 times above background at HE1's itumbula well will not have been missed by the industry. Key executives at hydrogen players such as FuelCell Energy Inc, Bloom Energy Corp, Plug Power Inc, Adani Green Energy Ltd, Air Products and Chemicals Inc, Sinopec, Air Liquide and Linde plc will have all been watching with interest what has been unfolding at Itumbula.

Blackrock has also been investing significantly in Hydrogen. They are not often wrong! They have bought in to both PLUG and FCEL.

Ballard Power Systems (TSX:BLDP) is another one to watch re a hydrogen off-take / JV deal. They are a global leader in hydrogen fuel cell technology and develops/manufactures PEM fuel cell products that create electrical energy from the combination of hydrogen and air. It has a $1.3 Billion Mcap.

In summary, companies and governments globally are looking at hydrogen because there are no direct CO2 emissions, it has a high energy density, it is plentiful and versatile, it has excellent storage potential, it is an industrial fuel and it is a strong investment with a current market value of USD 242.7 billion. This is great news for investors as HE1's discovery of both Helium and Hydrodgen at Itumbula looks huge based on the information provided to date.

Yes and whilst most of us on here are not "expert" geo-scientists / engineers many of us on here are "experts" at unearthing a "Mega Multi-Bagger" opportunity. Many posters believe that HE1 is most likely going to be THE next mega gainer with the helium and hydrogenflows they have reported at Itumbula West-1. What a mega-bag investor is looking for is a company that has reported to the stock market that they have uncovered a 4.7% helium flow that is 9,000 times above background levels plus that they have a hydrogen flow of 2.2% / over 37,000 times above background levels. That is massive news in our industry. That's how stock pickers, like many of us on here, work to uncover the next multi-bag. The data is looking good, as you say, especially as the helium is free flowing.

A reminder that:

1. "Near-continuous helium and hydrogen shows were encountered whilst drilling. The frequency of these shows continued to TD and were notably higher than those which were encountered whilst drilling the overburden section during Phase II".

2. There's 138 billion cubic feet (bcf) of unrisked prospective recoverable Helium Resource in Rukwa, making it the largest known primary helium deposit in the world.

3. Global major players in the helium sector will already be up to speed on the HE1 discovery.

4. HE1 have also said in its recent RNS of July 1st, 2024, that "helium concentrations that were brought to surface could be slightly higher than previously thought".

In summary, this could be even bigger than most have been predicting. Mega Multi-bags happen on AIM. Watch this space!

IG's HE1 fact sheet makes interesting reading!

1. LSEG data & analytics shows a consensus analyst rating of ‘strong buy’ for Helium One with an upside target at 5.30 pence, a 266% rise from current levels (as of 16 August 2024).

2. Where to next for the Helium One share price? https://www.ig.com/sg/news-and-trade-ideas/_where-to-next-for-the-helium-one-share-price--240816 The Helium One share price may soon break out of its June-to-August sideways trading range and has potential upside targets to the 3.70p mark.

3. The Investment Case

​There is a strong case to be made that buying shares in Helium One early could prove rewarding. Global helium supplies are declining while demand continues rising steadily in applications like MRI scanners, semiconductors, fibre optics, and rocket propulsion systems. With limited substitutes available for many key uses, helium prices have increased over 250% in the last 20 years. As an early-stage explorer in a region that could become a major new helium province, Helium One is well-positioned to benefit from rising long-term helium demand and pricing.

I think what you might be missing is that if Exxon ($503 Billion Mcap) or Air Liquide (102 Billion Mcap), for example, come knocking on the HE1 door offering a MOU, JV or takeover deal for the helium discovery at the Itumbula West-1 well on the back of the EWT then the share price is going to have huge momentum.

HE1's statement that helium is flowing to the surface in "such significant concentrations" and that this "has confirmed a globally unique helium producing province" will not have gone un-noticed in the boardrooms of companies such as Exxon, Air Liquide etc. i.e. HE1 is big news in our industry. Just watch this share price rocket when we get the EWT news followed by JV or M&A news. e.g. GGP went from below 0.60p a share to over 30p a share. The same could be about to happen here.

Yes and don't forget the guidance of: "Near-continuous helium and hydrogen shows were encountered whilst drilling. The frequency of these shows continued to TD and were notably higher than those which were encountered whilst drilling the overburden section during Phase II". = This is a BIG discovery £££££

Plus we know for a fact that there's 138 billion cubic feet (bcf) of unrisked prospective recoverable Helium Resource in Rukwa, making it the largest known primary helium deposit in the world. = There's a lot of recoverable helium ££££££

With a successful EWT 1.8p today could be x 10 at 18p within weeks based on what we know already.

Yes 10p a share is just for starters. 2p in bound very soon. HE1 is certanly at the tipping point where a x 10 could happen quite quickly on the back of positive news. 16p - 20p a share is the reality here.