Member Info for DickieT

Https://www.investegate.co.uk/announcement/rns/helium-one-group-ltd-di---he1/southern-rukwa-mining-licence-formal-acceptance-/8804128

here we go.....

Perhaps if the pessimist drank Whisky instead of that Irish and American garbage (Whiskey) they might become a realist at least 🤣🥃

Https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02927996-6A1256905&v=7bc42bd11d853ed5e8c28f2ffcd6a069ee5cd6b4

Https://www.fool.co.uk/2025/03/22/is-helium-one-a-good-penny-stock-to-buy/

At The Motley Fool, they won’t say for sure—but they’ll give you just enough vague optimism and cautious skepticism to cover all possible outcomes. Read on as they explore whether this stock is about to soar or quietly deflate, without ever actually committing to an answer!

While Zoffy provides a cautious and risk-focused perspective, Pubcrawl’s more positive outlook better captures the significance of this milestone. A mining licence does not guarantee success, but it marks a critical step forward, reducing regulatory uncertainty and signalling that HE1 is progressing toward production.

Challenges remain, including infrastructure development and securing financing, but HE1 is now in a far stronger position than it was before. The mining licence is not just a routine approval—it is a tangible step that separates serious contenders from speculative hopefuls. If HE1 can continue executing its strategy, this could be the moment the company truly takes off.

Offy still using ChatGPT to construct negative responses to any positive posts I see.

Latest one has a 81% chance of being AI generated

ASX opens in 65 minutes. Might have to stay up a bit longer to see impact on BNL

Long-term investors: These individuals are focused on the long-term success of the company and have an understanding of how things work in the industry. They recognise the strategic importance of maintaining positive relationships with stakeholders like the Tanzanian Government and understand why HE1 needs to be cautious in its statements and actions to avoid potential conflicts.

Short-term speculators: These individuals are more interested in making quick personal profits by manipulating the stock price. They often engage in "ramping" or "deramping" , in an effort to profit from short-term movements in the market.

Paid manipulators: This group is paid to engage in the activities of the second group. They may be hired by parties with vested interests, such as hedge funds or competing businesses, to spread disinformation or promote specific narratives to influence the stock price for financial gain.

Trolls with no purpose: These individuals, often retired or disillusioned individuals who have failed to find success or fulfilment in their careers, use the internet to vent their frustrations. They engage in trolling as a way to seek attention or to distract from their own unsatisfying lives. Many are trapped in loveless marriages, marking time until the end, with no clear purpose or future prospects. Their online presence is often marked by negativity, as they attempt to find meaning in trolling others rather than contributing constructively.

"Dickie - those numbers are ridiculous."

So what is your expert opinion then as you clearly know a lot more than I do.

"After the cost and infrastructure improvements to mine and Tanzanians 'cut' will there be any profit?"

Gross Profit Calculation

Selling Price: $300 per Mcf

Extraction Cost: $100 per Mcf

Gross Profit per Mcf: $200

Total Helium Volume: 138 BCF (138,000,000 Mcf)

Total Gross Profit:

138, 000, 000 × 200 =$27.6 billion

138,000,000×200=$27.6 billion

Government Commission Deduction (16%)

Government takes 16% of total revenue (not profit).

Total revenue:

138,000,000×300 = $41.4 billion

Government's share:

41.4 × 0.16 = $6.624 billion

Profit After Government Commission

Adjusted Profit=Original Gross Profit−Government’s Share

27.6−6.624=$20.976 billion

This is based on the total profit over lifespan.

If we assume medium rate extraction the annual profits are

Medium Extraction (5 BCF per year)

Production Rate: 5 BCF (5,000 MMcf) per year

Annual Revenue: 5,000,000×300=$1.5 billion

Annual Gross Profit (before commission):(300−100)×5,000,000=$1 billion

Government Commission (16% of revenue): 1,500×0.16=$240 million

Annual Profit After Commission:m1,000−240=$760 million per year

Reserve Lifespan: 27.6 years

or thereabouts!!

Surely this news was already priced in?

What is not priced in is the FS which will indicate just how commercial Rukwa is. Also how future developments will be funded.

Will depend on whether their is an ML RNS or not

Suspect we will see some inevitable profit taking by those who bought lower than this and the bots kicking in.

Still looks like positive news is coming.

I am holding.

Somethings stirring.

Please correct me if I am wrong but the Blue Star RNS is not about the Galatica project in las Animas County, Colorado, which HE1 is involved in, but about their own wells in Great Plains Field, Lincoln County, Colorado?

"Lately, it seems that any good news is immediately followed by a drop in the share price."

The primary reason was the BoD's tendency to use positive development announcements as opportunities for further dilution and fundraising.

I originally thought that there would be a 100% chance of further dilution on ML award however, my view has shifted following the HE1 AGM, where it was clarified that the BoD cannot now unilaterally decide on further dilutions. Additionally, I suspect that funding arrangements are already being put in place in anticipation of the ML award, which could reduce the need for immediate dilution. As a result, I now see the chances of another dilution at 50/50.

I am sure that the TZ govt are doing a thorough evaluation of HE1 and the ML however there must come a time when lengthy delays will put off future exploration companies. Whether that be 5 months or 12 months or more I have no idea. Anyone got any views.

That said. I suspect that as this is the first real big helium deal they really want to get it right first time.

JunoCasper "maybe their PR isn’t bad"

Sadly it is that bad....As an example we had to wait until the AGM for them to tell us why the FS was not issued when the ML was applied for...almost 3 months. And that was after multiple requests to HE1. They were only forced into explaining as many raised it as a question at the AGM.

Whilst the explanation was solid and understandable the fact that the Board ignored all previous requests says all you need to know about how poor their PR and communication is.

Many of us. I assume, tentatively await news from an RNS at 7:00am every day.

I suspect though that if there is a ML announcement imminent we will start to see activity on the SP well before the formal announcement. These things tend to leak out despite every effort to keep them confidential.

MM and institutional investors are well connected and no doubt have their eyes and ears on the ground.

Thoughts

Looks like something is stirring and as usual with AIM those and such as those get to hear the news first.