Member Info for Cocobeans

Old money with new money all the way up

the issue is the old money that should stay, will end up having to buy in higher so by trying to trade it, your only increasing your chances of being locked out

anyone that wants a meaniful return just needs to hold until close to operation time as your guaranteed a higher sell price

for now there is big accumilation of stock, hence why the market makers pull it back and then drag it higher almost immediately, large buy prints too soaking up the traders that exit

lets see what HE1 has up its sleeve next on the news front

Lorna has said rig will be onsite this week, so pretty much guarantee some big PR next week if not an RNS

Someone also suggested that the management team are going to Tanz next week- lets see

Last year with no hope of drilling in 2022

so at the very least we shuld be at the same level

the only reason it got here is the 2 year lull and frustration BUT now we are past that and we should see significant upside

LTH hopefully can average down too and we can all make money together

if HE1 strike, this will be the best resource stock in a decade on AIM iMO

We have 6 weeks worth of news ad build up

LETS not forget this is HE, HE1 are the only UK AIM listed stock that focuses solely on this resource, HE prices are through the roof and there arent that many listed projects for people to stick their money into, as we drill and keep drilling from late august, you can only think as the story goes wider, the shareprice goes higher

this really is the only place to be on AIM with the most upside in the next 2-3 months

no other company has this amount of immediate upside with a well balanced downside of being able to immediately drill again

market is just re-rating based on upside potential

based on todays HE prices any hit when in production would make hundered of millions in revenue and profits

its a big prize here! in a resource that is SPARCE!

mid teens coming on next news

Listen to the last comment by Lorna

https://www.proactiveinvestors.co.uk/companies/news/1020361/helium-one-global-rig-acquisition-marks-the-beginning-of-a-new-chapter-1020361.html?viewSource=TwitterUK

"going forward we intend to keep the market fully informed and look forward to announcingfurther encouraging news shortly"

given how conservative she is about over promising, she has sign posted further news and the "shortly" means days/weeks and as she said the rig will be onsite this week, id expect another RNS Monday

Is pulling this around as they know they can accumulate and continually sell higher

as the stock isnt around, its going to be very difficult to accumulate large stock, so be sure not to sell yourself short here

its the time to buy and hold and de-risk near the drill results

basically what we have is 6 weeks of positive momentum , use it and then we make a decision on the drill spinning

On next news it feels like, and then we have a wall of news and maybe a few surprises on the way

anyone that hasnt listened to the lorna interview, she sign posted "exciting" news at the end of the interview

And unlike other stocks, this isnt even being ramoed on twitter, therefore we know this is a genuine re-rate rather than a push from the masses

Ian has ALOT of wealthy people in his inner circle, no double a few will be getting the nod to buy a few here, maybe Ian might dust of the purse himself, unless he is inside on something?

Technically looking really good and no massive spikes, just daily rises will do

but as we all know this will push higher each time there is news

Its exciting that we are not simply talking about a one hit drill now, as we have so many options, i kind of expect the company to update us on their plans next week

I also believe the rig will be on site next week too, which will generate some more interest

We then have crew news, drilling plans, civil completion, rig mobilisation etc etc

Lots of come and we are only at the beginning of the re-rate of shareprice

Https://www.helium-one.com/wp-content/uploads/2023/05/230509_Helium-One_121-Mining-Presentation_FINAL.pdf

well worth having a look at this, the HE market is tight and the price is much higher than in 2021

size of prize just gets bigger and better, after the company making rig news

Last year were were 12-13p with no prospect of drilling

thats how undervalued we currently are

still believe the company needs to remind the market of the project and its size of the prize

this will be 20p during drilling, if we have a 1+1 and noble drilling the same time, the ramp is going to be mental

now is the time to buy not at 20p when it will be de-risk time!

thats why its important to get the right entry level, and we all know there is only positive news to come until the drill spins, then we are all fingers crossed! BUT even in saying that I'd be shocked if initial results didnt reflect HE just on the basis of the last drill alone

so much upside on the table here and the market hasnt fully cottoned on

maybe Lorna can remind us in another RNS, presentation or interview of the actual scale of the project and upside potential

Be some kind of output to the recent strategic investment here soon

I cant see 888 not being T/O by 2024 to be honest, for now, its a buy and hold situation as the upside is large and parties are interested given the comparable other companies matrix

"The civils work is being carried out by TNR Ltd, a Tanzanian company, and is expected to be completed by mid-August 2023…

We have of course acquired the Epiroc Predator 220 drilling rig for use at our #HE1 Rukwa project in Tanzania."

so the Rig will be on site this week, once Civils are complete, it will take a couple of days of mobilisation.

Kind of leads to our thought process that a spud in August is achievable, leaving enough time to drill two wells!

this is going to move faster than we all thought, i dont see how we dont get some initial encouraging results regardless given what we saw on the first drill and that will be enough to get this into the 20's at least

if our noisy neighbours are ramping at the same time on their drill, then all bets are off here.

so much to play for and alot of news and positive vibes to come

Given that the majority of the cost is the rig (c$2-3m) , drilling services will be less than $1m, and given that we have saved $1m in transportation costs, notwithstanding that it looks like we are building a rather large drill pad, i would suggest that a 1+1 drilling campaign maybe the target here, especially given that we have $11m of cash minus rig cost, we should now have plenty to drill a 1+1

we have enough time as the rig will be on site THIS WEEK (as per Lorna interview), and the drill will be 3 weeks total per well

so much going on here, we could get updated news at any time, especially now we arent linked to Noble or anyone else for that matter, so we dont have to factor in releasing news at the same time

this should give us all comfort that this isnt a ALL RED situation and now we can place a few more chips around the table, as we are de-risked, especially after HE was identified in the past, we just had the wrong rig!

But this demostrates the use of HE

https://www.nbcnews.com/health/health-news/helium-shortage-doctors-are-worried-running-element-threaten-mris-rcna52978

Lorna finished her interview by saying there is more existing news to come...

maybe we are doing a multiple well campaign this time around, as the cost isnt that much more given we are paying daily rig costs

The last drill was a mineral drill and basically was totally the wrong choice, so in answer to your questions, we have probably a rig that is capable of more than we need BUT thats great as opens up to other exploration companies outside of the Helium space like O+G etc

Optimism based on what the company is telling us as opposed to the doom and gloom who just guessed and lied as they were caught offside and just loved to spread negativity (dai, legal wolf, iam rich, louis and whoever else the multi IDs used)

id much rather have a position outlook now what the company has said and are delivering than what was happening before

we all invest for capital appreciation and that is just starting to happen for us all

for long terms above 15p- you time is coming!

not many exciting investments left on AIM, this is one of them imo! Helium is still relatively unknown to many UK investors, I hope Ian and Lorna, have a stage to talk up the project now we are in a better position

They have no headroom and if they do it during drill, who cares as it will be c 20p by then

they dont need the cash and as they dont have the headroom, i think their focus is delivering a well rather than going through an EGm to raise money they dont need (at this time)

if its successful then they can raise tens of millions above 40p as the interest will be so strong on a hit!

all in all, from these levels, this has become the most attractive high reward play for remaining 2023 on AIM

no other company has this upside and we have the benefit of being the only pure play helium company on AIM so the exposure is all funnelled to us!!

Is they have a process now where they can generate news

- Crew

-Rig on site

- Further drilling after this initial well- especially after we have saved $1m in rig transportation cost and remain funded, we can extend any crew

- partnerships on rig

- mobilisation

- spud

so much good news to come over the next 6 weeks alone- easy going to be closer to 20p than 10p on spud!