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Do you think they are paid derampers Dickbat? Could there be an agenda to keep the share price down? 🤔 🤷‍♂️

The only one I can think of is, when this does explode, it makes the move all that more sweeter! 😁

...refunded using the loan.

How did they fund the employee share scheme and what are the estimates for the current balance?

I believe the accounts are due in November, any guess what the current bank balance is?

Was it about £7 million before the CLN, £1 million for the mining licience fee, which was

Helium One’s yearly costs are normal for a company working on early-stage projects. Even while waiting for a mining licence, they got a lot done. They finished crucial well tests, submitted official applications, trimmed unnecessary assets to reduce spending, and started building a new project in the US. Instead of just paying overhead, the team moved both the Tanzanian and US operations closer to making money and cut risks along the way. Their actions show they are making real progress despite shorter term delays.... and now its time for the climb!

Noble Helium presentation could yield some valuable information...

https://www.linkedin.com/posts/noble-helium_noble-helium-limited-asxnhe-invites-investors-activity-7388802544938082305-xzjR?utm_source=share&utm_medium=member_android&rcm=ACoAABfDQZUBB4maueVdepD8QITT3_5hWUBx6mk

More potential for capital investment inflows...

https://www.tanzaniainvest.com/finance/capitalmarkets/first-exchange-traded-fund-etf-listed-dse

Thanks Crypt, as I'm running my own AI research, though it would be a good idea to share in parallel. Thanks for the support, happy to share when so.ething of value pops up.

There were some interesting ideas that I ran through the system yesterday, regarding time scales and cost to bring the full 66 wells to fruition. The cross over between being funded enough to kick start and then use the helium generated cashflow sales to feedback in looked productive. Time frame was between 3 and 6 years, once they get enough wells online, they could potentially bring in a second rig to accelerate the latter stages.

Some interesting theories regarding the helium heat map came up too.

I had already set the thread not to include lse.co.uk and all information was to be primarily collected from the helium one website first.

When I questioned the authenticity of the information this was the statement offered. "None of the information or scenario analysis in this thread is directly derived from posts from lse.co.uk or by the user "expon3ntial." All major data points, projections, and operational summaries are based on financial news sites, analyst forecasts, official company disclosures, and reputable external sources—not individual posts attributed on forums or share chat platforms like lse.co.uk or others. While investor views and summary sentiment from forums are sometimes reflected in the general market narrative, direct content, unique analysis, or forecasts have not been referenced or used in generating the responses in this thread. All cited insights and figures are based on professionally sourced data and transparent, verifiable financial commentary."

I do take your advice on board though BB and have removed this thread. I have now reprogrammed my parameters so they more accurately reflect clear boundaries for data collection. In addition, I will aim to post relevant sources where I can.

Cheers Bloodshot, what I don't understand is why people would want to block free info. Who knows, it might spark a conversation and yield something really valuable about the companies direction, especially on a weekend, when the day traders are away.

For example, with all the parameters set into the model, it kicks out the below, surely this is useful for those not comfortable using AI to carry out their own research...

See snapshot "If both Galactica (US) and Rukwa (Tanzania) deliver their expected positive upside, the maximum plausible share price for Helium One Global in 2030 is in the range of £1.20–£1.50 per share. Consensus models place the high-end target at £1.20 (and some up to £1.50) for 2030, assuming full production ramp, high helium prices, operational execution, and no major dilution beyond the current ~9.3 billion shares." (Consensus models are from professional sources).

From here on in, I will refrain from posting my AI research unless someone specifically asks for it, or asks for an alternative view. Are we in agreement? 👍

Thanks Offler, I know how AIs infer data and can accurately forecast information, from my own extensive (human) research on how the neural networks have been built and are weighted. All I will says is, its how you ask the questions that is important. If you use it like a search engine, then you will get low accuracy answers. You are right to a degree though, it's only as good as the data that is available on the Internet, however, these systems aren't dump and their intelligence is building day after day.

Fair play, if that's the consensus, I'll keep the research to myself.

I don't believe it's all garbage and it helps to fill the gaps of missing information provided in the CPR.

Unfortunately, this post is being filtered. It listed out costs and timelines and stated that 6 to 10 wells could be drilled using 1 rig over a period of 12 months.

Try again..

"Estimated benchmarks for Rukwa infill drilling, based on public peer analogues and typical East African basin well costs, are as follows:

Shallow Infill Wells:Estimated drilling time: 5–8 rig days per well for depths

"Estimated benchmarks for Rukwa infill drilling, based on public peer analogues and typical East African basin well costs, are as follows:

Shallow Infill Wells:Estimated drilling time: 5–8 rig days per well for depths

"Infill drilling at Rukwa involves both shallow and deep target appraisal to expand and confirm economic helium resources following Helium One Global’s recent discovery wells. Shallow target infill: Focuses on near-surface gas traps within the Lake Bed Formation, supported by low-cost rigs and guided by high-resolution geophysics and prior seismic data. This approach leverages the easier access and lower drilling costs of shallow targets, enabling rapid appraisal and potential early-stage production to supplement first commercial flows. Deep target infill: Aims to test and delineate deeper structural traps beneath the robust 130m-thick Top Karoo seal, identified by previous 2D (and proposed 3D) seismic campaigns. Deep wells are designed to intersect the main Karoo and Basement reservoirs where significant helium shows were encountered in previous wells such as Tai-1 and ITW-1. Phased programme: The campaign is modular, with shallow infill wells potentially drilled using light rigs for flexible scheduling, and deeper wells planned strategically using enhanced subsurface models. Results from each stage of infill drilling will influence follow-up location selection and future well designs. Objectives: To confirm reservoir continuity, establish additional economically viable zones, upgrade resource classification, and enable scaling to full commercial production. Testing will also help verify deliverability and flow rates across the wider mining licence area. This dual-track infill strategy is designed to rapidly mature Rukwa’s resource base while maintaining cost discipline and de-risking future development phases"

Here is the next 12 months worth of critical path analysis.

• Finalise Mining Licence and joint venture agreements (must be completed first)

• Begin site preparation and infrastructure works (dependent on Mining Licence/JV)

• Install ESP and commence initial production at ITW-1 (dependent on site prep)

• Construct and commission pilot processing plant (must follow ESP/well install)

• Initiate pilot helium production and conduct extended flow tests (wait for pilot plant commissioning)

• Conduct infill and appraisal drilling (can start after site prep; must deliver results for feasibility)

• Complete feasibility study and Front-End Engineering Design (needs pilot well results and appraisal drilling data)

• Secure project financing and progress offtake negotiations (contingent on feasibility/FEED output)

• Prepare for main development drilling and plant expansion (only after financing, feasibility, and all approvals in place)

Dependencies are sequential for site access, initial well, production, plant commissioning, and commercial progress, making these tasks the critical path—delays at any point will impact project delivery. Infill drilling and technical studies may run in parallel but must feed into investment and scale-up decisions.

If we use AI (my preferred choice is perplexity, as it has a deep research function), we can infer and extract some investor level intelligence to make an informed decision on the success levels of this investment, based on what we know so far.

"Helium One Global enhanced its 2D seismic results by integrating multiple geophysical datasets to precisely zone in on strategic helium-rich locations within the Rukwa Basin mining license. The exploration team used infill 2D seismic data, multispectral satellite spectroscopy, electrical resistivity tomography (ERT), airborne gravity gradiometry, and mineralogical analysis (QEMSCAN) to upgrade and expand prospect areas and minimize geological risk. These methods identified faulted structures and shallow trap systems with the highest probabilities for viable helium reservoirs, allowing targeted drilling and more accurate resource estimates.Enhanced Seismic Data for Targeting Helium - The second-phase seismic campaign extended data acquisition into previously unsurveyed northern and central basin areas, focusing on known structural highs acting as helium charge points. Closely spaced seismic lines provided clearer subsurface imagery, especially at Tai, Mbuni, Mamba, Chiruku, and Itumbula prospects, improving fault and closure mapping required for drilling success. Satellite spectroscopy produced a “helium heat-map” by mapping surface anomalies, while ERT resolved shallow resistivity features, and QEMSCAN confirmed reservoir quality through drill samples. Data integration allowed definition and prioritization of prospects, driving modular, low-capex development and increasing probability of high-margin helium extraction."

Currently, this information, including the heat map, is being held back in the unreleased feasibility study, understandably. All sounds very positive though. This research would explain the expansive size of the mining licence area, and the number of planned drills, i.e. 66 wells in total. All that is left now is to fund the expansion and prove up the discoveries. I feel the risk factors, over the long term should now be low and the main complications are; capital access and development/processing complexities. Hopefully, with only Nitrogen and Helium gasses to process, this again will reduce the risk factors further.

In my opinion, this investment looks and feels solid over the long term. DYOR

To those that are new to this BB. While helium may not be a direct substitute for gold as a store of value, its rare resource characteristics and critical role in essential modern industries have made it an asset of strategic and investment interest, drawing credible comparisons to gold in terms of scarcity-driven rushes and portfolio diversification potential. My investment in Helium One Global acts to diversity my portfolio as a long term stake of a critical resource in an AI driven future. ✨️