Member Info for CrustyPete

Pubcrawl, how are you doing with all that caffeine? "Petard" and "hoisted" come to mind.....

I have 100.000 PLSR at 23p so yes I am watching it very closely!

I do fear another dilution is on the cards in the not too distant future (opportunistic) so will be top slicing in the morning to fund a potential dilution.

And yet 13.21p to SELL 50,000 on Interactive Investor.

Https://www.linkedin.com/company/blue-star-helium-limited/posts/?feedView=all

We are excited to share a significant operational update from the Pinon Canyon Plant. Following our successful production of refined helium gas in December 2025, the first helium tube trailer is now on-site for filling and early revenue generation.

✅Commercial Ramp-Up: Technical teams are currently optimizing equipment and stabilizing throughput to meet early delivery requirements.

✅High-Value Production: A standard trailer holds approx. 170,000 scf of helium, representing a gross value between US$59,500 and US$102,000 per fill.

✅Strategic Growth: We are targeting a mix of short-term contracts for immediate cash flow and long-term partnerships for stable, sustainable revenue.

✅Scaling for 2026: Planning is well advanced for additional well tie-ins and infill drilling to increase plant throughput throughout the year.

"Our focus is now on the steady ramp-up of gas processing. Early revenue will be generated via short-term contracts while, in parallel, we develop longer-term relationships with preferred partners."

— Trent Spry, Managing Director & CEO

Blue Star Helium is proud to offer a new domestic supply solution for the US helium and CO2 markets. We look forward to scaling our processing capacity and delivering a substantial revenue ramp-up through 2026.

Read the full ASX announcement here: https://lnkd.in/gf8gZBet

hashtag#BlueStarHelium hashtag#ASX hashtag#BNL hashtag#Helium hashtag#GalacticaProject hashtag#GasProcessing hashtag#ProjectUpdate hashtag#Galactica hashtag#BlueStarHelium $BNL

Thanks roses, that certainly puts it into perspective.

Marcus, you say that RAPT is up 64% which, in effect, means that RAPT was already valued at just over $1bn. Historically whenever there has been a successful bid for an AIM listed stock the successful bidder has offered a price equal to between 130 -170 % of the previous Market Capital (across the board not sector specific) . So whilst we are at 14p or thereabouts that could come in at best at around 23p...... And yes I know, Vulpes and Redmile would prevent that but what sort of mark up is "realistic"? A 50% premium to NAV perhaps?

I do not profess to know the answer but due to the above concerns I am hoping that we can remain "independent" for a lot longer yet and certainly until we have implemented one or more JV/Partnerships to "monetise" our many assets.

Yesterday I reported that all 5 of my "small cap" investments were Blue on the day (SCLP, PLSR, AEX, TRP and He1) - likely for the first time in living memory! Today, even against the backdrop of significant falls on many of the UK indices 4 of those same 5 stocks are currently blue (albeit by far smaller %ages) the only disappointment is He1....!!

Come on He1 you are letting the side down..... ;0)

Good luck all.

ICB I would suggest that a larger proportion of today's trades are sales methinks but then short term selling was an inevitability - at least they do not appear to be Institutional sales, which, touch wood, appear to have dried up. In the recent past a price spike like this would have been hit hard.... is that because they have no more to sell or are now persuaded that selling is no longer a sensible strategy? If the later, what a difference a few weeks makes eh?

All looking positive here. Looking forward to the up and coming RNS's.

Apologies if this has already been posted, not been on the board this morning. Puely a regurgitation of the RNS it appears?

https://www.linkedin.com/company/helium-one/posts/?feedView=all

Helium One Global (AIM: HE1) is pleased to provide an update on the Galactica-Pegasus helium development project in Colorado, USA, following today’s announcement from joint venture partner Blue Star Helium Limited (ASX: BNL).

🔹 Highlights

• First helium gas achieved in December 2025

• Operations now focused on stabilising plant throughput

• First helium tube trailer onsite and receiving saleable gas

• Short-term offtake targeted to deliver early cash flow

• Additional well tie-ins and infill drilling planned to support revenue growth in H1 2026

🔧 Plant Optimisation Underway

Technical teams are onsite at the Pinon Canyon Plant, optimising processing equipment and stabilising throughput to meet initial offtake requirements. This work is a key step in transitioning the facility into steady-state operations as production scales.

🚛 Commercial Readiness

A recycling container and the first offtake helium tube trailer are now onsite and receiving saleable gas. A standard helium tube trailer (~170 Mscf) represents an estimated gross value of US$59,500–US$102,000, based on Blue Star’s published metrics.

📈 Offtake & Growth Strategy

First gas represents a major operational and commercial milestone for the Joint Venture, positioning Galactica as a new domestic supply source for U.S. helium and CO₂ markets.

Blue Star is pursuing a balanced mix of:

• Short-term sales to secure immediate cash flow

• Longer-term offtake agreements to deliver stable, predictable revenue

Planning is well advanced for further tie-ins and infill drilling, supporting production and revenue ramp-up through 2026.

Read the full announcement here: https://lnkd.in/e4Dfd6AD

hashtag#HeliumOne hashtag#GalacticaProject hashtag#Helium hashtag#HeliumDevelopment

In answer to a similar question yesterday McNol answered that the current wells could fill 4 trailers per week at optimal production rates; hence the current focus on optimising "throughput".

Can you confirm McNol?

A red letter day for me; my 5 "small caps" all up today - must be the first time ever!! And my three largest holdings He1, SCLP and PLSR all well in the Blue. AEX and TRP too, though smaller in size also useful gains.

Must dash. Here's to a similar day tomorrow! GLA

Volume is now 2.65m. Typically, in recent history we have only seen that sort of volume on days when the Institutional Investors have been selling. So to do that sort of volume and value without those II's in the market bodes well methinks.

..... "buy and hold has been a disaster for many people on this one. That’s a simple fact."

No broomtree that's your simple assumption. There are as many more that have made a lot of money by buying after the many dilutions (as many did at below 0.25p) and top slicing upon a recovery. Yes I like many bought at 0.54p on the most recent dilution but also have bought more in the 0.30s and am now in profit even on those.

So it might be true of many but it not universally true and to make some arrogant assumption about fellow investors or traders is condescending in the extreme.

Those two RNS's that you were looking forward to have yet to happen but may well do before the week is out.

Oh I don't need to calm down EE, but it is surely pleasant to be smiling and not cringing when looking at the SCLP share price.... I am certainly not counting any chickens but, so far, it has been a good 2026. Let's just hope it continues in the same vein.

I hope you have a wonderful trip to the Far East EE.

13.00p paid.

Let's just hope this holds and we don't have another Groundhog Day with II selling into the rise. Fingers Crossed!

12.50 - 12.75p official spread now :0)

12.60p just taken. :0)

Current spread for 100k -200k = 1.70 - 1.74p. Bidding 1.701p for 1 million and 1.6678p for 2million - no price for more at II.. Though not much available to Buy and full ask at 1.80p for size; maybe better elsewhere? Seems MM's are looking for stock but don't want to shake the tree.

Well sammy, console yourself with the knowledge that he might yet end up regretting his decision...... I think will will get more "official" news this week.

Sorry, totally wrong 12.40p being offered meant to say 12.40 - 12.50p effective spread!! Doh!