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* Correction - suspension on October 22nd & November 7th Financial update and funding plans RNS released

Tissue Regenix – Update (27 Nov 2025)

Having reviewed all available RNS statements, past filings, Harwood’s previous acquisitions, his relationship with Jay, and Snell’s exit, it’s clear why Harwood bought Snell’s shares.

Trading has been suspended since 7 Nov. The company needs ~£5m to continue, coming via a convertible loan note backed by Harwood and an institutional investor.

Harwood now holds ~22% and is taking full control. Retail shareholders face heavy dilution or being wiped out. Harwood stays below 29%, so no mandatory offer is required.

This recapitalisation is a controlled reset, but realistically only Harwood and the institution will profit. For retail investors, recovering your original stake is very unlikely. DYOR

Current diamond prices aren’t ideal, which could affect near-term cash inflows from sales

Vast Resources – Thoughts on the Current Situation

Year low vs current trading: If liquidity remains low and the market reacts negatively to financial stress, technically the share could drift back to prior lows.

Downside risk: With cash strain, reliance on diamond sales, and technical debt defaults, there’s a real risk of falling below the year low—especially if diamond sales don’t meet expectations or market sentiment turns negative.

Counterpoints: If diamond sales succeed, refinancing is achieved, or positive operational updates arrive, that could provide support and even a rebound.

There is downside risk—but the extent depends heavily on near-term events: cash inflows, debt settlements, and investor confidence.

I’d really like to hear what other investors think—are we likely to see a bounce, or could there be more downside from here?

HE1 looks ready to blow — smart money’s been loading quietly and the 0.38 wall is about to give. Watch for a fast move up! 🚀

HE1 – Setting Up for a Real Reversal

1. Smart Money Accumulation

~50M shares bought last Friday, ~36M the previous week. These are sophisticated investors quietly positioning, loading up without triggering a fast spike — classic accumulation ahead of potential catalysts.

2. CLN Overhang Cleared

Since July, the convertible notes have been largely absorbed. With structural pressure gone, HE1 can now move on fundamentals and news.

3. Support Holding, Base Formed

Bids around 0.37–0.38 are absorbing selling. The tape shows steady accumulation, not panic. Base is solid and ready for lift-off.

4. Catalyst-Ready Market

Investors are primed for operational updates or RNS news. Once released, the market is positioned for a controlled rerate.

5. Potential Upside / Rerate Target

Given past intraday spikes to 0.50 and strong liquidity around 0.44–0.46, a measured rerate could see HE1 testing 0.50–0.55 in the near term — conservative for what smart money accumulation and a clean catalyst could deliver.

Bottom line:

Structural hurdles cleared, support intact, smart money positioned — the market is ready for a reversal. Focus on the share, not the chatter.

🐿️ TL;DR: Big Friday accumulation + CLNs absorbed + catalyst awaited = potential move toward 0.50–0.55.

GLLTH, DYOR

HE1 – Market Snapshot & What to Watch

The recent RNS confirmed the Mining Licence, Rukwa helium, CPR validation, and US partnership—but most of this was already priced in, explaining the current pullback.

Market signals: Selling outweighs buying; large trades fail to push the price meaningfully higher. Retail-driven spikes retrace quickly.

Price outlook: Support at 0.34–0.36p; failure here could see a decline to the low 0.20s. Recovery depends on tangible operational news, not hype.

Next sessions to watch:

ESP test results from Tanzania – key near-term catalyst

US production updates – potential rerating driver

Volume patterns – heavy selling vs selective buying indicates market direction

Bottom line: Market is cautious. Short-term rallies are capped until verifiable milestones are confirmed.

From a market mechanics perspective, while retail sentiment may overreact to the placing and dilution, it’s worth noting that a drop to the year low of 0.15p is unlikely to happen today. Historically, the share price tends to gravitate around the placing price (0.24p) on the first day of trading after a raise. That said, this level could be revisited in the coming days or weeks if sentiment remains weak or new catalysts are delayed, which may present a strong entry opportunity for longer-term holders

Today’s RNS & Likely Market Reaction — A Measured View

Morning all — just sharing a balanced take before the market opens, given today’s RNS and sentiment on the board.

Even with the US$900k BCM payments announced recently, it’s been clear from the numbers that ORR still needed additional working capital for G&A, metallurgical work and upcoming activity outside the BCM scope. So the placing isn’t a shock — only the timing and pricing are the unknowns.

Based on how AIM typically reacts to raises and uncertainty, my expectation is that we may see pressure on the share price this morning. If the market leans towards fear rather than logic, we could even retest the 0.15p all-time low, simply because emotional selling often overshoots fair value.

That doesn’t change the underlying fundamentals:

The BCM completion agreement de-risks the next phase of drilling

MB01-N carries a 370–605koz exploration target that can add real ounces

The company is now funded to progress independent work alongside BCM

ORR’s combined resource base (Bibemi + Mbe) still screens well against early-stage peers

What often happens on AIM is that retail panic drives the early tape, and rational price discovery only follows once the initial emotion has washed out. If that takes us into the sub-0.20s or even towards the 0.15p area, that’s typically where distressed selling ends and opportunistic accumulation begins.

The key now is what happens next:

clear communication, predictable updates, and disciplined execution.

The geology is not in question — the market just needs leadership clarity to match it.

If we see an overreaction today, in my view it sets up a potential value entry if the company now delivers consistently.

CQ

Decent RNS this morning — good to finally see audited confirmation of progress in both Tanzania and Colorado, and the numbers make sense. They’ve got the mining licence, the helium confirmed, and the CPR gives some real weight behind the discovery. All positive stuff.

That said, nothing here is new-new — the market already knew about the EWT success, the ML, and the US tie-up. The report mainly reinforces what’s already priced in around the 0.39–0.40p level.

Today’s rise (if we get one) will likely be retail-driven, as the “production by Christmas” line catches attention. But traders have short memories — we’ve seen this pattern before. A quick push on volume, followed by profit-taking and drift once the excitement fades.

With buys outweighing sells recently, the base looks firm enough around 0.39p, but until we see new operational RNS (ESP results or confirmed US production flow), I don’t see this breaking cleanly past 0.45p for long.

Personally, I’ll be watching from the sidelines for a better re-entry point rather than buying into the hype. If this retraces into the mid-0.3s again after the dust settles, that’s where the next opportunity probably lies.

Just my view — DYOR.

I’ll check back in a few days and see how the market reacts — the price will reflect sentiment and progress.

Thanks for your perspective — I see where you’re coming from regarding ECR’s long-term potential. My earlier comment about buying “at a premium” was purely from a short-term trading perspective, given the initial post-RNS spike.

Looking at today’s trading: we’ve seen buy orders at 0.215–0.222p, a wide bid/offer spread (0.21 / 0.23), and some apparent sells that are actually matched to earlier buys. This pattern often reflects immediate reactions rather than the fully priced-in value.

From a trading standpoint, it’s possible that as the initial spike settles, a better opportunity to enter could arise in the coming days before the next set of catalysts. That said, the RNS confirms real operational progress at Raglan and Creswick, and the medium-term upside remains strong.

This is just my observation on price dynamics, not a recommendation — I remain very interested in how the projects unfold over the next few months.

Morning all — today’s RNS confirms real progress at Raglan and Creswick, and that ECR is advancing these projects on a tight budget. Market cap remains very low considering the potential.

That said, the current price already factors in some optimism from the RNS. Buying today may be paying a premium — waiting for the next round of assays or JV updates could offer a better entry.

Personally, I’m watching closely for those catalysts before considering a position. Not advice, just my view. GLA.

The weekend’s been unusually quiet — which probably tells us everyone’s waiting to see what, if anything, lands next week. Whatever comes, good or bad, remember the market usually reacts first and thinks later. The facts haven’t changed: steady operational progress, but still pre-revenue.

If Monday brings heavy selling from the large trade buys noticeable throughout Friday — particularly in the minutes before the close — the regulator will no doubt be watching the tape closely, as they do with any unusual pre-announcement activity. It’s always best for retail investors to avoid chasing a spike and to base decisions on official information only.

Let’s see how the week unfolds.

This summary provides a neutral, fact-based overview of Helium One Global Ltd, covering historical RNS data, recent trading, and operational context.

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1️⃣ Historical RNS & Operations (2020–2025)

• ~53 RNS announcements since 2020: operational milestones, funding, corporate updates.

• Progression: Exploration (2020–22) → Discovery (2023) → Appraisal (2024) → Development (2025 onward).

• Average annual capital raises £7–10 m, funding continuous drilling and pilot development.

• Governance matured in parallel with technical progress; 2025 marks first multi-well development programme.

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2️⃣ Recent Trading

• Friday 7 Nov: 36 M shares traded in large blocks at £0.398–£0.403, likely reflecting positioning ahead of potential corporate announcements next week (possibly Monday).

• Historical RNS reactions show pre-announcement rallies often retrace quickly.

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3️⃣ Observations & Considerations

• Company remains pre-revenue; breakthrough news is not guaranteed.

• Market may have partially priced in expectations.

• Friday block trades suggest early participants may disproportionately benefit.

Share Price vs Company Focus

• August 2025: share price declined despite ongoing operational progress.

• Capital raises reflect Board’s focus on technical programmes, not short-term share gains.

• Operational delivery remains the priority; shareholder gains follow only after milestones are achieved.

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4️⃣ Market Psychology & Risk Awareness

• Gains from August → November (0.26 → 0.50 → 0.40) may reflect prior optimism.

• Risk of sell-the-news remains; even positive news may trigger profit-taking.

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5️⃣ Factual Perspective

• Helium One shows consistent operational progress and a clear history of capital raising.

• Friday’s 36 M block trades may indicate early positioning ahead of any potential announcement next week (possibly Monday).

• The company is pre-revenue, and market reactions to announcements have varied.

• This is a factual view — not investment advice. DYOR and assess your own risk.

Morning all,

The long-awaited RNS has finally clarified the situation. After reviewing it carefully, here’s a summary and my take on where we stand:

🔹 Key points from today’s RNS:

The company now admits to having very limited cash and a substantial backlog of creditors.

It must raise capital by end of November or it won’t be able to continue trading.

TRX is already in discussion with major shareholders and has “clear indications of support” to raise around £5m via a convertible loan note (CLN).

Any raise will need shareholder approval.

Trading on AIM remains temporarily suspended.

🔹 What this means in plain terms:

This is effectively a liquidity emergency. The company’s solvency depends on a successful capital raise. The choice of a convertible loan note (rather than equity placing) suggests the major backers—most likely Harwood and perhaps other insiders—will inject funds in the form of debt that can later convert to shares.

That conversion almost certainly means heavy dilution for existing retail holders, depending on the conversion price.

🔹 Harwood’s likely move:

Harwood (holding c.22%) is in the best position to lead or underwrite this. If they do, they can:

Secure control by converting the debt to equity at a low price;

Keep the company public for now, or later move to a simplified share structure if they wish to take it private;

Protect their original investment by resetting the capital base.

🔹 CFO remains in post, which suggests this is a controlled recapitalisation, not a collapse or fraud situation. The Board is cleaning up the balance sheet while ensuring the company can continue operating once refinanced.

🔹 Outlook:

We’re looking at a 3-week window to finalise the CLN, likely followed by an EGM and further updates before any return to trading.

Without this raise, the RNS makes clear the business cannot continue.

🔹 My view:

This confirms the suspension was not “just housekeeping.” It’s a full liquidity restructuring.

Short-term pain (dilution, uncertainty) but if the CLN closes and operations stabilise, there’s a possible long-term recovery under tighter governance.

Probable scenarios (my read):

✅ 65% chance – Recapitalisation completed (CLN backed by Harwood)

⚠️ 20% chance – Failure to fund → administration

🔄 15% chance – CLN converts then company taken private later

Thoughts?

Does anyone here have insight into the likely conversion price range for the CLN or prior examples of Harwood’s structure in similar AIM situations (e.g., XP Factory, Totally, etc.)?

MMs Currently Testing Liquidity, Not a Full Shakeout

Bid just dipped to 0.24 with offer at 0.25. Despite heavy buying today (139M), MMs appear to be probing the market rather than letting it run. This is likely a liquidity test to gauge weak hands before the close, rather than a full shakeout. Still seeing strong buy interest, but the market is watching how sellers respond.

Absolutely — mechanically every buy has a corresponding sell, so a 9:1 ratio is an illusion. What we’re seeing is likely MMs holding the level, matching buys to prevent a breakout, and shaping trader behavior. Supports the idea of a potential morning shakeout.

Watching the order book: despite huge buys totalling 124M today, the price is stuck at 0.25–0.26. MMs appear to be holding this level, preventing a breakout. Could set up a short-term shakeout first thing tomorrow — something to watch closely at the open

Heavy buys hitting 0.27 – 3M, 7M, 14M, 2M – with MMs holding the offer. Short-term bullish, but 0.27 is a key level. Watch if buying keeps absorbing supply or price consolidates around 0.26–0.27.