Member Info for BasilAlderman

Yes, and don't forget that The Times newspaper recently rated HE1 as a "BUY". From The foot of the Times article it said "Our take: The update represents a significant event for HE1 with results from the down hole well testing confirming the presence of a producing helium province in the Rukwa Rift Basin. Flowing helium to surface in high concentrations will be well received by investors ahead of further evaluation to determine commerciality. BUY".

CEO Lorna Blaisse has also been quoted about "advancing this project in the most effective way. One that will aim to achieve commerciality at the earliest opportunity". i.e. we are not going to hang around and code for this is too big for us and we need an Exxon, Linde, APD etc for a JV. Watch this space. Plus, don't forget that Rockhopper (RKH) went from 15p to 450p on good news & Greatland (GGP) went x 65 from .55p to over 35p with its JV. Big gains do happen.

Yes, many of us were fortunate to be in those stocks. I was lucky enough to be a SIPP and ISA holder of NCYT, SAR, and SNG during their amazing "Mega Multi-Bags". SNG going from 7p to 246p x 35. SAR going up x 30 from 0.3 to 9p & NCYT from 12p to 1200p x 100. I didn't get in right at the bottom and exit right at the top but those Mega Multi-Bags taught me a valuable lesson. i.e. that BIG gains do happen. HE1 has all the attributes to join the Mega Multi-Bag club. We just need a JV and we could see 20p a share.

Noble Helium are talking about $4.5 Billion worth of helium in the ground from just one target, which is the adjacent well to HE1's Itumbula West-1. They are using wording such as "a company making discovery" etc and this is based on 2-3% helium flow rate. We've announced a 4.7% helium flow rate. Let that sink in!

In summary, HE1 could be worth $Billions on this basis.

With the right kind of news and momentum 2.5p a share can very quickly become 5p - 7.5p a share. A reminder that POS went up x 15 from 2p to 30p+ last year. It happened rapidly in the end. Also, TPST went up x 39 in 2 trading days last October. I'm sure many on here will also recall PYC going from 1p to 34p in 4 days as well. i.e. These kind of "Mega Multi-Bags" do happen. It's all about momentum.

You might well get your 20p prediction if we get a short update from HE1 to confirm that it is in discussions to sign a Term Sheet for an earn-in and joint venture agreement with a third party. The SP will go up in vertical line to your 20p prediction if this happens. It could be hours, days or weeks away. Normally, a Term Sheet in this sector occurs prior to an MOU or JV. i.e. Lorna Blaisse and the HE1 BOD could be sifting through who would be the best partner already. Watch this space.

4.60p is my COP prediction for 16th Feb. Thank you.

Global helium players such as Exxon, Linde, APD, Air Liquide, Matheson Tri, Iwatini etc will want a piece of the HE1 Itumbula West-1 action soon enough. 20p a share could be here sooner than many might realise with an EIJV. We've seen many share prices go up much more than that. e.g. NCYT went up x 100.

HE1 looks as though it's the next Rockhopper and Greatland. Don't forget that RKH went from 15p to 450p on good news and Greatland went from under 3p to 35p on their good news.

Here's one of them: 15-Feb-24 11:59:10 2.145 2,330,816 Unknown* 2.10 2.20 50.00k

The really big question for investors is which global player is going to do a JV or a takeover of HE1? Itumbula West-1 with helium flows of 4.7% (very big news in our sector) with helium almost 9,000 times above background levels and Hydrogen flowing to the surface at over 37,000 times above background levels is massive news in our industry. This is so big for HE1 that a JV or an outright takeover is the only way to proceed.

For info B1, the best (and most pertinent) JV mega gain was when Greatland (GGP) signed their JV agreement with Newcrest. GGP's share price went from under 3p to over 35p and for those invested in GGP since the 0.55 days of 2018 saw a x 65 increase in their holding. Now that's what you call a "Mega Multi-Bag". Will HE1 be next? All the signs are looking good.

Yes, B1, it looks as though HE1 could be the next small cap to enter the "Mega Multi-Bag Hall of Fame" Top 5, joining such luminaries as BOTB which multibagged x 71 at 7,130%, GGP which multibagged x 63 at 6,300%, EUA which multibagged x 36 at 3,650%, VCP which multibagged x 63 at 6,312% & ESG which multibagged x 41 at 4,190%. Mega-bags really do happen.

Yes you could be right about 20p. A JV from a multi-national would probably see HE1 achieve even higher than that. We've all witnessed many huge rises in our investing history, including the x 39 rise in 2 trading days at TPST 3 months ago. We've witnessed ARB x 60 and NCYT achieving a x 100. Plus don't forget Rockhopper's mega rise which saw the share price go from a low of 15p to 450p+. Big gains really do happen. We are likely to see similar here with HE1 as and when we get a JV / MOU RNS. This, by the way, excludes M&A actvity. i.e. A takeover of HE1 by one of the major players such as Exxon, Linde, APD, Air Liquide etc would send the share price off the richter scale!

You do know how a JV works? The partner funds it for a percentage of future success. When Greatland (GGP) signed their JV agreement with Newcrest GGP's share price went from under 3p to over 35p and for those invested in GGP since the 0.55 days of 2018 saw a x65 increase in their holding. We could be about to see something similar here. Pretty sure HE1 will follow suit with a JV. That is when the share price is really going to rocket and when the fair value and charts will look as though they are from a bygone age. We could get a MOU / JV announcement soon.

Yes, the £3Million buyer will have done their DD on the basis that:

1. Helium is priced at up to 50 times the price of LNG in liquid form.

2. 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 consumer.

3. Rising demand and constrained supply are fuelling growth prospects within the global marketplace, particularly for cleaner “green helium” sourced from noncarbon environments. 4. At present, more than 95% of the world’s helium is produced as a by-product of the processing of hydrocarbon-bearing gas.

5. Lorna Blaisse, HE1's CEO, has options priced at 6.25p.

6. The current annual global demand for helium is 6.6 Bcf in a US$7 billion market.

7. Helium prices continue to rise due to the current shortage and with a global average import price of US$457 per thousand cubic feet (2023 prices and higher now).

8. Air Products and Chemicals Inc (NYSE:APD)is one of the largest helium producing companies and has a current market cap of $64 billion.

9. Exxon Mobil is responsible for providing 20% share in global helium production.

10. Helium players such as Exxon, APD, Linde will know all about HE1's success at Itumbula. A JV with a global player would see the HE1 share price sky rocket.

Food for thought and probably why the £3million buyer snapped up these shares so cheaply prior to a major announcement which will see HE1's share price rocket.

Yes, I agree it's a much needed and very positive update regarding SDC1801 and our psoriasis trial. I'm here for the end game, as many on here will know from my posts. However, the fact is though that we are behind the curve, which even you are acknowledging today re the FDA & MHRA giving clearance for other companies for psoriasis trials. It's really frustrating to read in your missive thismorning that the MHRA - who let us not forget were dragging their feet with us - gave another UK company Artax Biopharma the OK for its Phase 2a psoriasis clinical trial last year. Plus, the financing comment today raises more questions than it answers (as usual).

What is it with Sareum that even when they have good news they spoil it with a negative sentence. There was no need to include "subject to financing" in the RNS today. The prelim results indicating the potential of SDC-1801 to achieve effective dose levels with no serious adverse events is very very encouraging. We are all aware already about financing, so why bring it up again? A good piece of news today has rather been dampened by a luke warm RNS.

Some very very very BIG numbers (in the $ billions) being predicted for neighbouring Noble Helium. See the link below but in summary they are talking about $4.5 Billion worth of helium in the ground from just one target, adjacent to Itumbula West-1. They are using wording such as "a company making discovery" etc and this is based on 2-3% helium flow rate. We've announced a 4.7% helium flow rate!

In summary, HE1 could be worth $Billions.

https://nextinvestors.com/articles/a-globally-significant-helium-discovery-bigger-than-anyone-expected/

Yes, and at some stage HE1 will be sold to one of the majors and probably for over 30p a share. i.e. £1 Billion. A big global player won't want to miss out on this helium and hydrogen find. Lorna Blaisse has already informed the market of HE1's Itumbula's uniqueness due to its pure helium, nitrogen and hydrogen mix. This is massive news in our industry. That is why she is calling it "a game-changer".

Yes and on't forget the unexpected find of a 2.2% hydrogen concentration. This increases the commercial potential for HE1 and our value. 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, in addition to the helium.