Field PVT, I think she said?
https://fieldpvt.com/
The last thing they want is any contamination with hydrocarbons, and no evidence of such. They've done everything possible to avoid that from the beginning of the scientific studies into Rukwa. It's a pure helium play, insofar as that's possible.
If they had already fully assessed the commerciality and released that to the market the share price would not be where it is. We're all waiting for the analysis, which the CEO has said will be published when it's ready.
Yes, but the CEO has clearly indicated that the detailed analysis is the next thing that would be shared to market, so we are expecting to see the data to back up the claims, then maybe a development plan for further testing at Itumbula or/and further drilling at Tai3, as she said in the interview. I don't think there's any mystery. Discovery is clearly not yet priced in yet, some anticipation is, so I really don't see a problem in the market opportunity.
The commentator is indeed an expert in petrochemical reserve estimation, evaluation, production optimization, and economic analysis, for 40 years or so, including analysing well logs and he has some helium recovery experience too. So I wouldn't knock his question. You can buy his courses if you want to. As he says, his consultancy company offers a worksheet method for supporting this, which I presume he's promoting with his post. The question is fair. It's industry standard, you have present your proven reserve estimated against the established criteria. That is what HE1 will be busy doing right now.
The comments are perfectly reasonable questions based on what's in the public domain. They would be answered by the company's publication of the detailed analysis, which is the next thing the CEO indicated would be coming.