Member Info for Expon3ntial

...followed by a few PubC rockets. 🤣🚀🚀

The news we want to hear is - the ESP has been successful and proves the maximum predicted quantity of helium in Rukwa.

So, although they have used a CLN, this would have been the best financial product to use to get capital in, and potentially a JV out.

There has been a lot of discussion about the timing of the £10 million conversion. I don't know why I didn't notice this earlier. The investors will commit £10 million on the condition that it allows HE1 to demonstrate the helium resource at the Itumbula well and maximise the cash flow potential at Colorado.

If, and it's a very big 'if' that I don't think is even conceivable, they fail to prove the potential helium quantity at Rukwa and decide to exit the deal, they can withdraw their capital along with a 12% fee. However, they will still benefit from stock price increases as Colorado becomes cash flow positive, meaning HE1 can afford to pay them back. If they successfully prove a substantial quantity of helium at Rukwa, they can form a joint venture and become shareholders.

This would make good business sense, and the II's would have a fail-safe.

Thoughts?

I agree London, that was my view as well. II's may become the future JV companies, and they will benefit from the £10m investment as a result, by proving up the Helium resource in Rukwa and achieving cashflow in Colorado.

...and here's to the start of an exponential growth curve!

...and that's a WRAP!

I fully endorse and support PubCrawls positive posts and I am an independentprivate investor!!

Let's break this down, the share price is represented as a public perception of a companies value and NOT the actual realised value of a company, with fear and greed driving its price along with MM's. Just because the SP has fallen in recent months doesn't mean the company has depreciated in value!!!

Once dilution fears are finalised and income is being generated in Colorado, the SP will be reevaluated and this will be bounced back to its true reflective value. There is a huge resource under the Rukwa Rift Basin and the HE1 and BOD have true value will be realised in good time.

I'm with you on this one PubCrawl!!

Https://www.linkedin.com/posts/ondoplc_ondo-activity-7358015177302106112-o3xT?utm_source=share&utm_medium=member_android&rcm=ACoAABfDQZUBB4maueVdepD8QITT3_5hWUBx6mk

Thanks for posting these links ks Blu, these recent document definitely shore up the geothermal potential, Songwe being capable of generating up to 100 MW of power and providing water to support local cultivation.

From the £11 million raised, the breakdown for Rukwa shows an allocation for £1 million cost for the first years mining licience fee, which replaces the money already spent from the HE1 bank account. Again, they have money in reserve, maybe around £5 million to further continue the Bluestar partnership (in addition to the £4.5 million for Galactica phase 1). This could be used for phase 2 or alternatively to JV into Lincoln County project, Aloha Mula 12 (‘Hello Money’) well being the third successfully drilled of the four to date, 100 miles away from Las Animas.

Here is an article that could be linked and sounds very promising - https://buff.ly/bXhWK7o.

“We are also experiencing broader industry interest in participating in the project, and we’ve had a number of discussions with other industry participants who have expressed a strong interest in joining us in this exciting opportunity.”

So definitely looks like Blue Star are wanting to continue to work in partnerships on their other projects.

The latest version of Engage 4.1 has just been released. Some great features and updates in the LinkedIn video, you can also download engage for free on a mobile devices at www.engagevr.io

https://www.linkedin.com/posts/davidwhelan1980_ai-ai-multilingual-activity-7356622345295347712--eL3?utm_source=share&utm_medium=member_android&rcm=ACoAABfDQZUBB4maueVdepD8QITT3_5hWUBx6mk

Https://www.tanzaniainvest.com/uncategorized/interview-ambassador-eu-christine-grau

I can see a bit of duality at play here.

Helium One needed to finance the next stage without running their cashflow to the bone or coming cap in hand to shareholders for a smaller raise.

Institutional investors will become shareholders when they strike up the JV. Institutional Investors could have just bought shares and HE1 wouldn't have seen the benefit of a cash injection as the II money would have been taken by the MM's.

This way, II's get a fantastic entry price, HE1 get the required funding, II become shareholders in the future and see the benefit of their investment.

What is there not to like from both points of view.

Retail also get an opportunity to buy more shares while they are on sale, so everyone's a winner.

Lorna said it herself during the last interview, the II's would become shareholders and their names would all be revealed in due course.

Https://www.tanzaniainvest.com/mining/north-rukwa-helium-resource-update-2025

Unless it was wrapped up under the term Helium-rich.

I'm looking for intrinsic value; this 'could' be one source of added value, it's not reflected in the share price currently, and therefore, if the resource only contains Helium-4, then there is no loss. However, if it is later disclosed, then this could add significant value.

If they have found Helium-3 Blu, then it would be detailed in the Feasibility study.

Helium One Global is focused on discovering and producing helium-4, not helium-3; however, they only mention Helium-rich deposits.

Perplexity summarises as follows: If a terrestrial deposit (like one explored by Helium One Global) was found to have commercially significant concentrations of helium-3:

The deposit could serve immediate high-value markets (research, defence, quantum tech, and medicine).

The business case would depend on extraction costs—if separation can be achieved economically during standard helium-4 processing, it could be lucrative.

Even a modest annual yield could command high prices due to the scarcity and high demand in specialist sectors.

In summary, the presence of helium-3 (even in trace amounts) in a helium field can increase its commercial value enormously due to helium-3’s critical, advanced technological applications and global scarcity. Helium-4 deposits remain valuable but are a common commodity by comparison. If a deposit is primarily helium-4, it serves traditional markets; if helium-3 is present, it opens much higher-value, specialised markets.

I'm just sharing that this could be a possibility given the information in this Chinese 2025 report.

"The findings reveal that the Mesozoic-Cenozoic rifts play a critical role in controlling helium migration and accumulation within the basin. Surface helium content ranges from 1.0% to 10.2%, with carrier gases including nitrogen, carbon dioxide, and methane. The 3He/4He isotope ratio ranges from 0.039 to 0.053 Ra, indicating that helium originates from both crustal and mantle sources. Helium generation in the basement and sedimentary layers is estimated at 367 billion cubic meters."

https://www.earthsciencefrontiers.net.cn/EN/10.13745/j.esf.sf.2024.2.5#goTop

If they confirm that the Helium found is helium-3, this will explode (Blu - there is your billion-dollar valuation right there). The Chinese are willing to go to the moon to collect Helium-3; we may have it on tap!

Helium-3 is extremely rare and highly valuable, trading at prices over 140,000 times higher than helium-4—more than $20,000 to $28 million per kilogram, depending on purity and market conditions. Its primary commercial applications are in:

Quantum computing and cryogenics (for ultra-low temperature cooling systems)

Neutron detection (important for nuclear security and scientific research)

Medical imaging (advanced MRI techniques)

Potential nuclear fusion fuel (aneutronic fusion, which produces minimal radioactive waste)

***Helium-3 is extremely rare and highly valuable, trading at prices over 140,000 times higher than helium-4—more than $20,000 to $28 million per kilogram, depending on purity and market conditions. Its primary commercial applications are in:

Quantum computing and cryogenics (for ultra-low temperature cooling systems)

Neutron detection (important for nuclear security and scientific research)

Medical imaging (advanced MRI techniques)

Potential nuclear fusion fuel (aneutronic fusion, which produces minimal radioactive waste)

In summary, the presence of helium-3 (even in trace amounts) in a helium field can increase its commercial value enormously due to helium-3’s critical, advanced technological applications and global scarcity. Helium-4 deposits remain valuable but are a common commodity by comparison. If a deposit is primarily helium-4, it serves traditional markets; if helium-3 is present, it opens much higher-value, specialised markets. ***