Member Info for Cocobeans

Dont want to be short going into Monday!

Mike will be onsite, photos will be coming in and I expect three items of news in one RNS

CIVILS COMPLETE, RIG CREW SOURCED, SPUD DATE

NEXT. week

News before this imo as they can’t say anything inside on that call plus civils will be done etc

They have done a lot of interviews so this must be knowing what’s coming- maybe spud dates to be announced and timetable now to drill

They are definitely more advanced then their letting on

Massive week next week

When there has been a high turnover of shares is perfect as it’s showed a good support level

So now news will propel to the next level which is 12-15p and then we have a small rally into spud, then everyone can make their decision

There will be plenty of interest here and this is not a one hole company and they can mobilise and drill again within weeks if they need another hole , so we have less risk

That in itself protects the downside risk which previously existed. For me, I’ll ride this until results, if they are success , I’ll sell on that spike, if not I’ll just double down on the drop and wait for the next drill!

Prospects are so big here that it really could go anywhere on a success case but before that people have 50% upside into Spud minimum imo

We just need more PR on Twitter and the crew and spud date to build towards

When you started deramping before the company released the rig purchase

News within 48hrs then lol

Company has zero headroom! Even if they did raise, which they said they would only for a second drill, the shares would be subject to an EGM taking 4 weeks- do you think placees will want the shares to be admitted mid drill

I don’t think a placing works for any party! HE1 saved $2m buying their own rig- they are more than funded so unless it’s for something left field which would only be exciting, I see no interest from city to be holding shares as they are drilling

Will be sourced and likely made up from various parts of the world given that we own the rig, we don’t have a drill team on standby , so they will be a group formed for this specific drill.

This is why they didn’t announce it alongside the rig BUT they have all the contacts and a drilling team is a lot easier to source than a rig! The crew will be onsite next week imo to rig up!

I believe the Civils are done in the main and we are just waiting for crew to arrive now and start the process of getting the rig to the wellhead and Mobilising the rig to wellsite

I wonder if they will announce the rig being mobilised alongside the Civil completing or do both separately?

In any case we are a day closer to spud , which is likely to be and of this month

Be good for the company to get some pictures on Twitter and build to the news

Still the biggest drill happening IN Q3 on AIM

As the rig is shortly being mobilised to our drill pad and is currently a few KM away sitting and waiting

A very strong finish here

cant wait for further news here, as that in itself drives even more PR

Insiders bought 6m of options yesterday- telling in itself

Of holders at IG are short

this will get very squeezy on the next RNS

consolidated for 2 weeks, now we are ready for the newsflow- over to you LORNA

2 weeks ago Lorna said it will only two more weeks to complete Civils

she said that the rig is nearby and therefore will we see them mobilising the rig on the drill pad

Rig crew is identified- it will be a mixture of personal specialists

fully funded and more money from options coming in

focused team with less overheads/salaries

able to supply half the worlds helium demand

$1.5bn worth of resource in ground on ONE of our leads

only GREEN HE play on the planet

owner of our own rig providing optionality

future drills straight after TAI,

Rig purchase saved over $1m in transportation costs and the rig was suggested to have cost $2m so this drill via our own rig saves in excess of $2m therefore providing financial security for the company who had $13m on the books on last accounts likely around $9m now after buying rig, long lead items etc etc

This is the best opportunity on AIM for 2023 now, 5-10x upside on success with Majors looking at this project

Worth of Helium at TAI ALONE

When you listen to Lorna speak, its crazy how much value is in the ground at HE1 and we are just about to drill into that value

this is the ONLY HE play on AIM and i expect the HE story could be a huge success for everyone involved

this will be globally significant if they can hit, not like a small O&G drill, this will actually move an entire market given the size of the potential value in the ground

Coming in, consolidation period over

news window firmly open for business

dont get left behind here or even worse be short!

BLUE- we are on the cusp of news here

the company have obvs recorded lots of interviews

would be nice to now see the RNS to back all these up

Https://www.proactiveinvestors.co.uk/companies/news/1022880/helium-one-global-gearing-up-for-drilling-at-rukwa-1022880.html?rel=scroll

Lol- as you say they could just wait until after the drill and the exercise

It’s an option not obligation so when you have people leave and then immediately take up an option, when they COULD have waited for after the news, that should tell you they are pretty confident of putting money in at this stage for a reason!

They have a year left on these options , so I’d suggest they know what’s coming and what to ride the wave early on!

So you kind of mitigate your own disruptive debate

You clearly didn’t read the document I posted

All BOD options expire 2024, all the warrants have expired.

The only ones that run longer are Lorna’s.

Regardless , if insiders are buying now, it’s for a reason so is only positive imo

It really isn’t, I’ve put up the prospectus that shows where the options sit, all board members from the listing!

Have a read! Essentially insiders are buying their options! Page 167 onwards

Options are granted to BOD members, so to be exercising now means they are wanting to be in before the ride of the drill.

My gut tells me that it’s the ones that just left that want further exposure, the good news is that Ian already had 10m shares so if it’s him, he will be holding these too, so we have additional funds without the overhang

Again, now piecing this together it’s starting to make sense, they see this as a potential huge pay day and this time around they want to cash in rather than missing out on the ride like last time as they were all inside

I see this getting Rampy by the BOD to allow former insiders the best opportunity to make more money!

Maybe that was the plan all along! Esp now they have a rig, it’s all on the operations team, nothing more to be done by the others!

Clearly Ian and Robin wanted more but no longer inside as the options all sit with the BOD, now they aren’t inside they don’t have to be named. All other warrants are expired or sit with insiders

Pages 167 options

https://www.helium-one.com/wp-content/uploads/2023/02/259989-Project-Apollo-CLN-reduced-memory-Final-13.11.20.pdf

These warrants must be Ian’s and the other now Ex members of the team. Maybe that’s why they left at this stage as they wanted to have bigger positions knowing the what the size of the prize is and it allows them to buy and sell whenever they now want rather than being inside

The only options/warrants outstanding was to board members, so I take that as a positive that they actually want in now and it also gives more money to HE1 , again allowing them to be even more funded that they need to be! This smells of former insiders wanting more after knowing their job was done!

All seems very convenient

Refer to my earlier post - it was on Monday 24th July

Hence next week is the week for news

Consolidation time over! Nearing showtime