Member Info for BasilAlderman

Those 1 Million buyers just keep on buying. There have been so many of these today. I wonder why? I've lost count of them. i.e. Confidence is being shown in the real world with all those 1 million buy trades. Here's another one, below

08-Mar-24 15:31:43 1.529 1,000,000 Buy* 1.45 1.60 15.29k

Yes, a great synopsis byV111JAS. Mates rates is the best description. This will rise again with another RNS and sellers will be frustrated that they sold. I've seen it so many times with multi-bag shares I've been invested in. Stop losses are another game that happens with these kind of shares.

All you have to focus on is the end game prize. If you believe it is 10p. Hold for 10p. If you think it is 30p hold for 30p.

Patience is often rewarded in this scenario. e.g. The mega rises at ARB, RKH, GGP, SAR, NCYT, BOTB, EUA, VCP, POS, PYC, TPST & Axsome didn't happen in a few days/weeks they took months.

Yes, ARB is a great example. The early investors in ARB saw their investment rise X100 from under 3p to over 300p in 24 months between Feb 2019 and Feb 2021. The big rise happened in the 2 month period between Dec 2020 to Feb 2021 when the price rose from 10p to over 300p.

Yes and Liberum, in its note to clients, which Proactive have run today in this article said:

1. "HE1 continues to evaluate the success at Itumbula and aims to achieve commerciality at the earliest opportunity"

2. "While still early days, the DST results are highly encouraging in our view, and a subsequent EWT may provide the potential to fast-track production and the company may engage with suitable off-takers in a success case".

3. "The company also reserves the optionality to deepen the Tai-3 well further into the basement to evaluate the helium potential, which we see as a quick way to prove up further value across HE1’s asset portfolio"

4. Liberum is a 'buyer' with a 20p Target.

Patience is required. The early investors in Argo Blockchain (ARB) saw their investment rise X100 from under 3p to over 300p in 24 months between Feb 2019 and Feb 2021. The big rise, which I was lucky enough to partly be involved in before selling out, happened in the 2 month period between Dec 2020 to Feb 2021 when the price rose from 10p to over 300p. That is why patience is a virtue. It happened with ARB and it looks as though it's going to happen with HE1. It took me several years to see Sareum go from 0.35 to 9p but it happened! There were plenty of detractors in these shares too but if you are confident in your research and are prepared for daily / weekly fluctuations then relax and watch what is likely to happen at HE1 over the next year or so. It has huge potential judging by what we have been told to date via official stock market briefings and general PR / video briefings from the company.

Yes and 10p+ during 2024 is a real possibility with a JV/MOU.

Give it a rest Joe, it's you that's talking about a "massive dilution"! Those that have read the RNS' and carried out their research know that we are invested in something special that is likely to be a "Mega Multi-Bagger" in due course. HE1 has announced a discovery of both helium and hydrogen. That's big news in our sector.

Yes and Gold Hydrogen is up over 250% this year. It bodes well for investors being both a helium and to a lesser extent a hydrodgen player. Lets see how things pan out in 2024. A JV or MOU announcement during the year is very likely.

Yes, Helium is certainly the main play here but it's also worth noting the hydrogen find. There are many large companies, as per my posts, that could be interested in our hydrogen as well as our helium. 2024 looks like being a massive year for HE1 and its investors. We have helium and hydrogen!

No Joe. It’s called informed research. You've clearly never experienced the "mega multi-bags” that I and many others on here have.

You only achieve really big gains if you understand the business you are investing in by doing loads of due diligence. On that note, I have been lucky enough to have been an investor in NCYT, SNG, SAR, ARB & GGP in my Sipp and Isas during their monster gains. In the past I've also been in SOU, PYC and RKH when they were soaring and have experienced some sensational gains. I'm expecting HE1 to do the same in 2024.

Are you not aware of BOTB which multibagged x 71 at 7,130% ? or GGP which multibagged x 63 at 6,300% ? or EUA which multibagged x 36 at 3,650% ? or VCP which multibagged x 63 at 6,312% or ESG which multibagged x 41 at 4,190%?

These type of mega multi-bags happen regularly. Last year we also saw POS multibag x 15 from 2p to over 30P. Prior to that PYC accomplished a x 34 multibag in 4 trading days rising from 1p to 34p. 3 months ago TPST went up over x 39. Plus who can forget Axsome doing x 54 in 12 months?

Mega gains really do happen. HE1 is most likely going to be next with the helium and hydrogen flows that they have reported at Itumbula West-1. A 4.7% helium flow is not to be sniffed at. That is 9,000 times above background levels. The 2.2% hydrogen flow is over 37,000 times above background levels. This is massive.

The fact is that in addition to the huge helium find we also have hydrogen at Itumbula. The global hydrogen market is valued at USD 242.7 billion. That is big news to share.

The global hydrogen market is 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.

Whilst we have been primarily very excited about the helium discovery by HE1 at Itumbula the 2.2% hydrodgen concentration at 37,000 times above background find is very significant. It is another inflection point to drive the HE1 share price much higher on the back of news on HE1's hydrogen plans. It will be interesting to hear from the company about how they plan to exploit their hydrogen discovery. Anyone think another RNS might be coming soon on this subject? Chairman James Smith stated yesterday that he was "looking forward to providing further updates in the near future." i.e. A hydrogen update from HE1 could be the one to watch and look out for next.

The key messaging from HE1 Chairman, James Smith, in the Results RNS today (below) is worth highlighting as most on here appear to be looking at the 1st RNS (the Itumbula update)and ignoring the second RNS (results):

1. "The results from Itumbula can only be seen as transformational for the Company"

2. "Flowing helium concentrations at these levels to surface position Itumbula in the top section of major helium producing fields"

3. "The results acquired across both wells will now hold our focus as we look to evaluate the best way to advance this project in the most effective way possible"

4. "This is an exciting time for the Company, and we look forward to providing further updates in the near future."

James Smith is not holding back. It's also an RNS announcement not a video interview. i.e. it has the Nomad and regulatory bodies to satisfy.

"Further updates in the near future" could also be about the hydrogen found at Itumbula , which was not mentioned anywhere in the update RNS.

Will we be hearing more from the company soon? James Smith infers that we will: "We look forward to providing further updates in the NEAR FUTURE". That is pretty unequivocal from the Chairman of HE1 about another update soon.

Soulac and Stas are quite right to point out the omission of hydrogen in the RNS today. They, like me, seem to be leaning towards a separate hydrodgen update in due course. It could be big news. Now wouldn't that catch out the sellers today? ! i.e. In all the excitement people on here seem to be forgetting the very big and unexpected find of a 2.2% hydrogen concentration 37,000 times above background. This increases the commercial potential for HE1 and our value, in addition to our helium find. We are all aware of how Government's and big business are chasing clean energy solutions. Hydrogen is part of this mix. People on here should not overlook this. It's a big commercial opportunity for HE1. The good news for HE1 investors is that we have both helium AND hydrogen at the Itumbula West-1 well.

Yes, those big 1 Million and Two and a half Million buys keep appearing (& getting printed a few hours later each time): e.g.

07-Mar-24 09:31:28 2.024 2,500,000 Unknown* 1.90 2.00 50.60k

Yes and RKH, GGP, ARB, NCYT etc are great examples of "Short-termism" costing the investor mega bucks. "If only I had held" etc was the cry!

If you want to "Mega Multi Bag" you have to be prepared to hold until the really big news arrives. HE1 is basically informing the market today they have unquestionably struck helium. All the major players are going to be fully up to speed about helium flowing to the surface in "such significant concentrations" and that this "has confirmed a globally unique helium producing province". If you choose to sell don't regret the inbound Mega Multi-Bag at HE1.

2 RNS' today from HE1: The results RNS is even more eye catching than the operational update:

Chairman James Smith: "The results from Itumbula can only be seen as transformational for the Company; flowing helium concentrations at these levels to surface position Itumbula in the top section of major helium producing fields and this success is a testament to the hard work of the team and their expertise. The results acquired across both wells will now hold our focus as we look to evaluate the best way to advance this project in the most effective way possible.

"This is an exciting time for the Company, and we would like to thank all our stakeholders, local communities and the Government of Tanzania for their continued support and look forward to providing further updates in the near future."

Note: "Further updates in the near future" and "flowing helium concentrations at these levels to surface position Itumbula in the top section of major helium producing fields" - That is a big statement - plus that word "transformational" again and again in both the operational and results RNS'.

It's official: "Itumbula in the top section of major helium producing fields" - HE1 Chairman. You can now see Exxon, Air Liquide etc all becoming very very interested in HE1.

In summary, just how big is a JV or takeover going to be on the back of Itumbula being a major helium producing field. Wow! What an excellent start to the day those 2 RNS' were.

I concur with your 10p for starters suggestion but in due course we are looking at 30p+ (Billion mcap with a JV or M&A). Linde (71 Billion), Exxon (406 Billion), Apd (48 Billion), Air Liquide (89 Billion) etc are all multi billion businesses that could be looking at a JV/MOU with HE1. The share price would then certainly replicate a GGP scenario of 3p to 30p+. It's interesting to mention too that GGP achieved a Billion MCAP during its mega gain. It will be very interesting to see how the BOD / CEO handle a JV approach. Will they RNS a "We are in talks with an undisclosed global company" or will they just go for the big JV announcement? Either way, the share price is going to respond very very favourably.

The excitement is gaining momentum here as people are cottoning on to the fact that Helium is the new gold. It is essential to hi-tech products such as computer and smartphone components, MRI systems, medical treatments, superconducting magnets, fibre optic cables, microscopes, particle accelerators and space rocket launches – NASA is a major customer.

There are multiple billion dollar global players who will want to monetise what HE1 are potentially sitting on at the Itumbula West-1 well. These are exciting times for HE1 and its shareholders.

It is worth reiterating that according to the latest Noble analyst musings yesterday Noble could be looking at "$138M in revenues per year" with "plenty of potential re-rating catalysts to come, especially coming off what feels like pretty low share price". Now, when you translate that to HE1, who have announced an even bigger helium find of f 4.7% (9,000 times above background levels), you can see how big HE1 could be.

The key message from this for HE1 investors is that at Itumbula there was high concentration of helium flowing to the surface from the basement, at a measured concentration up to 4.7% helium. Plus we also have Hydrogen flowing to the surface at a concentration of 2.2% ( over 37,000 times above background levels). Currently, Noble has not been able to match this. i.e.. HE1 looks even bigger. If the numbers being talked about are $138 million a year for Noble just how big is this going to be for HE1?

Yes, it makes very good reading for HE1. It states Noble could be looking at "$138M in revenues per year" with "plenty of potential re-rating catalysts to come, especially coming off what feels like pretty low share price". Translate that to HE1, who have announced an even bigger helium find of f 4.7% (9,000 times above background levels) and you see how big HE1 could be.

The important message for HE1 investors is that at Itumbula there was high concentration of helium flowing to the surface from the basement, at a measured concentration up to 4.7% helium. Plus we also have Hydrogen flowing to the surface at a concentration of 2.2% ( over 37,000 times above background levels). Currently, Noble has not been able to match this. i.e.. HE1 looks even bigger. If the numbers being talked about are $138 million a year for Noble just how big is this going to be for HE1? It looks massive.

Exxon ($412 Billion Mcap) or Air Liquide (105 Billion Mcap) could be in the frame for a JV / MOU with HE1 for the helium discovery at the Itumbula West-1 well . All the major players are going to be fully up to speed regarding 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". HE1 is big news in our industry and there won't be many CEO's in this space unaware of the helium levels that have been found at Itumbula. Just watch this share price rocket when we get JV or M&A news. e.g. GGP went from below 0.60p a share to over 30p a share.