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Despite being a weak signal, Noble is gaining momentum these days vs HE1. This is positive for HE1 as the reasons explained for Noble momentum are just 1) supply and demand based, 2) Rukwa potential, 3) Green / clean Helium. All of those apply to HE1 big time. The dilution process for funding reasons must not discourage LTH who should know that it is a question of patience and resilience

Holding HE1 shares requires a lot of self control to prevent knee jerk reactions based on the following paradox: « the more good news are issued, the weaker the share price becomes »

It is incredibly frustrating and surely a very good resilience / patience test to go through

Let’s just hold firm and tight and wait for blue sky days. One day or another, in 6 months or in three years, it will surely come

Not a share for sissi’s

GLA

If I were the Qataris from Qatargas, or the Chinese or else prominent producers and investors with serious money available, I’d surely look at this HE1 with a lot of interest and would negotiate a deal at the earliest. Kill two birds with one stone. Funding and supply availability solved

Simple if not simplistic

But I am not them…..😃

Https://share.google/NprMThzo4wqcRkBaV

For your French lesson HL1 shareholders

Enjoy

LT investment will pay back

GLA

Les conséquences de la guerre en Iran pèsent aussi sur le marché mondial de l’hélium. Ce gaz rare est un des sous-produits de la fabrication de GNL (gaz naturel liquéfié). C’est aussi un élément irremplaçable pour la production de semi-conducteurs, un secteur critique.

Selon l’Institut d’études géologiques des Etats-Unis, le Qatar a fourni 33% de la production mondiale d’hélium en 2025. QatarEnergy, citée par Reuters, indique que les attaques de l’Iran qui ont endommagé ses installations vont entraîner une diminution de sa capacité de production de 14%. Son directeur estime qu’une remise en état pourrait prendre de trois à cinq ans. En 2022 déjà, le monde avait connu une pénurie d’hélium et une explosion des prix, renforcées par la guerre en Ukraine.

Lire aussi: L'Iran et le gaz, une histoire difficile

Lire plus tard

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Il n’existe pas de bourse de l’hélium mais, selon Phil Kornbluth, un consultant spécialisé cité par CNBC, les prix ont augmenté de 70 à 100%. «Les prix spot de l’hélium pourraient s’envoler de 50 à 200% en cas de pénurie grave», souligne l’agence de notation Fitch.

Plus qu’une hausse des tarifs, c’est la rupture de l’approvisionnement qui inquiète pour la production de puces. Si les industriels du secteur disposent de réserves, la Corée du Sud et Taïwan, qui jouent un rôle clé dans la production de puces électroniques, dépendent fortement de la production qatarie. Dans une note, Phil Kornbluth juge qu’une perturbation des livraisons d’hélium durant plus d’un mois pourrait conduire à une nouvelle pénurie de ce gaz.

Spot on

Cannot agree more

Https://images.app.goo.gl/gYuaUyLQRZKqUitMA

For all impatient shareholders…

Https://www.bbc.com/future/article/20250331-why-helium-shortages-are-worrying-the-world

Totally agree

Just compare with NHE and draw your own conclusion

Just be patient and committed

Not an investment for sissi’s

GLA

Https://www.ig.com/en/news-and-trade-ideas/_where-to-next-for-the-helium-one-share-price--240816

Very good message

I said in the past that you could “trade” with this kind of shares and use them as an ATM, provided you cleverly in and out

But given the specifics of HL1, I feel there is more opportunity into “investing”, LY position

GLA

Half empty

Delusion is fully understandable for many. Placement equals dilution if you cannot top up and average down or if you simply missed the opportunity. Also legit question asked as to why these placements are always going against the interest of LT shareholders. True and valid.

Half full

A lot of money to be made here both ST and LT if you are on it. ST: works like an ATM if you enter bottoms. LT many opportunities to fill bags in and average down when placements come even if you get it above placement price

My opinion: big risk big reward. I am definitely in for LT irrespective from the roller coaster ride.

Stay away if you have a weak heart or GERD

Thanks for sharing

Thanks

Have seen it. However immediate impact on NH SP is limited.

Still a very good news

When you look at Noble SP, between Aud 0.09 to 0.1 these days, this is equivalent to 0.0.05£ vs the current 0.0244 of HE1. First conclusion here on a like for like basis: way up for HE1 or possibly way down for NH, although unlikely given their December RNS and subsequent presentations.

Assume NH issues positive RNS again, should boost so up beyond what it is today. Second conclusion: no reason for HE1 to not dove tail. Same area, same product

In fact HE1 should be valued, in all logic, already way more than NH

Patience is required

In for LT 3-5 years horizon

Good luck all

Correct

Thanks for the precision

Your post refers to a case that dates back July 2018 during the time of the late former Pdt Magufuli. It is irrelevant to the current business environment

Further to that, it is only fair that Gvt of Tanzania gets its fair share of any extractive business.

1) This is a guarantee of stability for any investor in mining

2) Developing countries are not there for being looted with no benefits to the local economy

If a 16% equity allocated to the Gvt gives the guarantee that the project will fly, be sustainable and will allow other shareholders to become rich so be it. It will be virtuous for anyone involved

Https://noblehelium.com.au/asx-announcements/

If you look at Noble website and go to press release / announcements section, look at the “Directors investment change notice”. You will see for instance that the CEO has just bought / been granted an extra 10M shares make him now a 26M shares holder.

Noble is next door neighbor to HE1 in the area. This is the type of weak signal but very positive we must pay attention to

Once again, depends the type of investor you are.

Wants to make quick cash (ATM investor) or LT

You should not expect the company to do things according to your agenda and time frame

If you are a LT investor, just be patient

If you are an ATM one then you have to accept that you can’t win every day….