RE: Deal or No Deal?5 Nov 2025 10:02
I do think you have a point Toffers, communication has definitely dwindled over the last several months or so.
This is perplexities theory as to the reasons you state.
"Nishant Dighe’s Role in Deals: As NED, Nishant likely handles sensitive negotiations with the Tanzanian government over the Songwe Helium JV. Final approvals are pending, requiring discretion to protect regulatory and government relations.
Tanzanian JV and Major Partner Option: Helium One holds 83% in Songwe Helium (Tanzania JV), with 17% free-carried government stake. Letting a major partner take over Tanzania remains speculative but could de-risk the company’s portfolio by shifting focus to the US.US Galactica Project Priority: Production at Galactica, Colorado, is on track for December 2025 with ongoing construction. The US project offers lower geopolitical risk and existing transport infrastructure, representing near-term cash flow potential.
Balancing Dual Operations Risks: Managing projects across Tanzania and the US complicates capital allocation and communication, pushing cautious public messaging to maintain investor confidence amid regulatory and geopolitical risks.
Possible Galactica Buyout: While unconfirmed, acquiring full control of Galactica would simplify operations and increase control over a production-ready asset, complementing or substituting riskier Tanzanian exploration.
CEO’s Dilemma: A CEO would pragmatically accelerate US production for cash flow, while keeping strategic optionality in Tanzania—potentially by bringing in a major partner to advance development or spinning off the Tanzanian asset.
This mix of strategic, regulatory, funding, and geopolitical factors underpins Helium One’s measured public communications after major announcements in 2025."
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