Member Info for Expon3ntial

As far as I can tell, they are grafting in the background, refining their products and services, and building networks.

https://www.linkedin.com/posts/educators-in-vr_join-educators-in-vr-edvr-starting-now-activity-7442296316858187776-h2mE?utm_source=share&utm_medium=member_android&rcm=ACoAABfDQZUBB4maueVdepD8QITT3_5hWUBx6mk

I agree MKS123, pipeline information will be announced in good time.

Sam, I appreciate your frustration with the share price falling. The share price is not always a true reflection of company value. This company will have a bright future, make a decision on whether it should be in your portfolio and give it a year to start reaching fruition.

https://www.linkedin.com/posts/nora-yoo-6b9805274_congratulations-to-ficuskorea-on-launching-activity-7442235418697240577-G3g3?utm_source=share&utm_medium=member_android&rcm=ACoAABfDQZUBB4maueVdepD8QITT3_5hWUBx6mk

Drone strikes and refugee shortages have led to huge declines of the labour farming work force.

"Ukraine has enough "farmers" to survive, but not enough "labor" to thrive at its former scale. The sector is pivoting from a high-growth powerhouse to a resilient survivalist model. While production is recovering for certain crops, the loss of nearly 2 million hectares of arable land to mines and occupation means the "breadbasket" is currently smaller and more dangerous to manage than ever before."

Hi Toffers, that an interesting theory. You are probably along the right lines.

The Ukraine is the breadbasket of Europe. If the majority of eligible Ukrainians are fighting, who is left to do the farming?

Asking perplexity the estimate of the spot price at Galactica

"The likely spot price at the Galactica site is roughly US$750 to US$3,000 per mcf of helium product gas, based on Blue Star Helium’s stated short-term contract and spot market estimates. A later company update also suggests spot pricing can run much higher than long-term pricing, with spot sales referenced around US$2,000 to US$3,000 per mcf in some market commentary.

Galactica is being positioned for short-term sales and spot-market pricing rather than a heavily discounted long-term offtake structure. That means the realized price could vary a lot depending on purity, logistics, and the exact contract terms at the time of sale.

Practical estimate

If you want a single working assumption for valuation, a midpoint around US$1,500 to US$2,000 per mcf looks reasonable from the company’s disclosed spot range. For a more conservative base case, using US$750 to US$1,000 per mcf would still be consistent with the low end of their stated spot estimate"

So that would be anywhere between $750 to $2,000 per mcf. We will have to wait for the confirmed sale price in the next RNS update.

Hi ITV,

Kevin's a legend - He really offsets the legacy media claims with his China and world views.

Glad you got your grass cut, I ploughed into mine too this weekend. 🫠

Hi Toffers, the fertiliser issue started back in 2022 and then continued to perpeptuate again when the Russian under water gas pipes where sabotaged.

"Peter Zeihan has argued that the world was heading into a major fertilizer and food-security crisis because modern fertilizers depend heavily on natural gas, oil, phosphate, and potash, and supply disruptions were already building before the Russia-Ukraine war fully hit. In March 2022 he said the world was on the verge of “the worst fertilizer situation in modern history,” and warned that it was already too late for the Northern Hemisphere planting season.

In later commentary, he has framed the issue specifically around nitrogen-based fertilizers, which are made from natural gas or oil-based feedstocks. He said the Persian Gulf is responsible for a large share of global ammonia production, so disruptions there would tighten supply, raise prices, and create chronic nitrogen deficits over time outside the U.S.

So Zeihan was not predicting only a short-term price spike. He was warning about a structural, multi-year fertilizer squeeze that could become a recurring food-security problem as energy, ammonia, and shipping disruptions hit global supply."

I would read his book, the end of the world is just the beginning, released in 2024, to get more of an understanding of the situation.

Looks like Irans range is about 2,500 miles.

https://www.nytimes.com/2026/03/21/us/politics/iran-missiles-military-base.html?smid=wa-share

Thanks people, missiles, I would agree.

The assumption you guys are making about drones is that they would have to travel from Iran....?

Good afternoon to you too ITV. 😎

All jokes aside, the locals will need the extracted water to meet their 1% national contribution to the Tanzanian 2050 agricultural target.

Water to Tanzania is equivalent to AI's helium which is equivalent to our gold. 🤯

I not looking forward to the day that one hits our share price. 😅

Get that grass cut!

This comment is probably further outside of our standard conversations but worth making the point non the less.

The drone and missile strikes in Qatar point towards a change in the way helium plants need to be laid out and constructed, particularly in exposed airspace. HE1 should factor this into the Rukwa development layout and consider drone monitoring/defence to protect against drone strikes.

AI's future is critically dependent on the supply of Helium. Teamwork 😎

The supply of Helium is critical to the future of the AI intelligence explosion...that would have worked better. 🍾✨️🤖🚀

Well spotted. Haha.

I suppose it can work both ways.

AI's future is critical on the supply of Helium...

...and the Helium supply constraint just got significantly tighter.

"Helium demand is concentrated in high-value, mission-critical applications, including semiconductors, aerospace, electronics manufacturing and medical imaging," the Bank of America analysts said. "In these end markets, supply security is typically prioritized over price, particularly during periods of tightness. This dynamic historically allows suppliers to push pricing higher as customers move to lock in long-term supply during disruptions."

Great article and also supports the reason why I'm invested here. AI's future success is critical to the supply of Helium as one of the key components to making chips, automation, robotics, and space travel. AI is on an exponential growth curve and will explode when the financial, automation and intelligence exponents collide in 2026 and 2027.

https://share.google/TQoxQUTHf7NHwXHAR

You pay peanuts, you get monkeys.

The companies success all pivots on those 5 top tier board members!

Https://portfolio-pplus.com/Communicator/Details/5215

This is an interesting source of information. Particularly the main uses of helium in percent half way down the article.

Taking a longer timeframe to negotiate a JV is more than likely a good thing for Helium One. This shows a position of strength to secure terms in their favour rather than just rushing a deal through. Patience is required.

If you read the CPR, you will find that HE1 has already 3D mapped the Rift basin - take a look at the CPR heat map. The sweet spot locations are already known.