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Just a thought, what if the true value to Tanzania is not the helium directly but the extracted water. Therefore, there's a lot to be said for this whole project to be funded locally and nationally as part of the SPV/JV.

This was posted on the AfricaInvest Whatsapp group this morning.

https://www.tanzaniainvest.com/agriculture/itracom-fertilizer-plant-launch-procurement

I felt the same, just topped up.

Thanks PubC, I couldn't agree more.🚀

Another article from AfricaInvest for reference. https://www.tanzaniainvest.com/mining/southern-rukwa-helium-project-mining-licence

If AIM were the problem, no one would invest!

Just because a stock is on AIM doesn't mean its doomed, that would depend on the prospects of the company, and Helium One's are heading in the right direction for LTH like us.

Stop wasting your time on this BB 'whoknowswhy'.

When asked about when the ML will be granted, Perplexity says...

"Based on the latest available updates as of June 11, 2025, Helium One Global has finalised all negotiations and agreements with the Tanzanian government regarding the mining licence for its Southern Rukwa helium project. The company states that the formal execution of documents and the award of the mining licence are expected to be completed "shortly" and that the joint venture (Songwe Helium Ltd) is ready to be incorporated.

Given the language used in official communications—such as "formal execution of documents and the award of the Mining Licence expected shortly"—and the fact that all regulatory hurdles have been cleared, it is reasonable to predict the licence could be granted within the next few weeks, likely by late June or early July 2025, barring any unforeseen delays"

When this goes to the moon, I going to miss all of Pubcrawl's rocket style positivity. ✨️🥇🏆🚀

I completely agree MSK, EXR are very well positioned. They announced their partnership with OptimaED yesterday too. The Meta partnership offers a huge advantage as the licence is built in to the purchase of the MetaQuest VR headset, which could escalate down to XR glasses over time too. Currently Meta are well placed to offer the most cost effective VR product in the 3 and 3s.

All looking incredibly positive.

MKS123, it would only take one investment announcement like this and it would completely reposition Engage onto the AI world stage.

This what perplexity has to say when asked as to whether Engage XR have an involvement...

"There is no official confirmation that ENGAGE XR is the specific provider of the UK Government’s new £187 million AI education platform for schools. However, ENGAGE XR does offer advanced AI-powered education solutions, including its “School of AI,” which features generative AI characters, personalised tutoring, and immersive learning experiences for students. ENGAGE XR has also recently launched major education packages in partnership with Meta and OptimaED, and is actively expanding its reach in the global and UK education sectors.

While ENGAGE XR is a leading provider of immersive and AI-driven educational tools, whether it will be selected or contracted to deliver the UK Government’s new national AI skills initiative has not been publicly announced."

Sound promising to me.

Thanks for your feedback Reg!

While this is all still only speculation for a Engage/Meta/Anduril/Palantir partnership, it does present a well knitted plan. Engage could be pivitol for providing a training platform for the Anduril Eagle Eye or Meta's XR glasses or any number of future education needs. I also feel that when AI starts to automate blue collar workers jobs, those people will need to be retrained in other skills. Engage XR may be able to provide them with the platform to get one on one training.

Yes, the link is between Meta and Engage XR. With their partnership setup as Meta for Education, I suspect this will be rolled out across America as part of the Trump executive order adheres to all states needing to provide a minimum 8 hours VR training annually.

Just wanted to see what other people were thinking and see if anyone else had been trying to connect the dots? There seem to have been a lot of coincidences recently that leads it in this direction. Just doing my own research of course.

The partnership between Meta and Anduril is from a couple of days ago, its here. https://www.uploadvr.com/palmer-luckey-anudril-meta-partnership-military-xr-helmets/

The partnership between Palantir and Anduril is internet wide, and ultimately links back to Peter Thiel.

This may be a long shot, but I have carried out substantial research in this area. Any company that partnerships with Palantir will be strongly integrated with the collective of companies that make up our AI future. Anduril is part of the inner circle of 'Lord of the rings' theme named companies. Meta just partnered with Anduril, and Meta and Engage have a partnership together. This is strong evidence that Engage will be supporting AI education inside and outsides of schools/colleges/universities when people gain access to the one on one education provided by AI 'teacher' agents directly. For this reason I will continue to be a long term holder. What are your thoughts?

Mcnol is the one in the Red tie checking his mobile phone. That's how he knew about the approved status leak! 🤣

I've been looking on the Helium One Global website today and there are some interesting surveys of the Eyasi, Arusha region PL11136/2017. I would like to think that in some of the down time, HE1 could be using AI surveying of this area to strategise the test drilling campaign for this region as well. It would make sense to have the capital made available through the JV to allow exploration of test wells here too. This would enable dual locations in TZ. What are your thoughts gogs, Mcnoll, Pubcrwl, and Blubey?

TwobadU-Lie, can't you find another BB to spew on?

There'll be no more crawling from pub to pub, you'll be taking the 🚀!!

An RNS can be issue 24 hours a day, however, if issued after 1.30pm it is highly likely to be released the following morning.

When I checked last night, the application still stated recommended, good spot people, the approved status is another step closed to production and further derisks the investment. 🤞

Looking at Trumps latest Executive order, this is exactly the time to buy. I would say Engage XR is in a fantastic position to lead the education AI revolution.

Investors, particularly retail investors, are heavily influenced by the tax year. £20k tax-free ISA allowance, for example! The HE1 share has moved sideways since September 2024, and a re-rate is long overdue.