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I disagree Stampford. There is more than enough gas to water ratio of helium at the basement layer. The new wells will need to bypass the Karoo which is undermining the results.

As far as I can see, the test results demonstrate this....

One appraisal well over one day should supply us all enough helium to fill the after party ballons then!! 🥳

Hey Pub's, do you think the radio silence is also overlapping onto Galactica.

Could we see a JV across both Rukwa and the Colorado fronts? 🤔

I agree Crypt. 👍

The shorter crew also try to spam threads contain useful information, that then end up getting deleted. Spread out your info across multiple short threads, and keep theads short. Maybe read updates as they appear rather than relying on a thread directly would be my advice.

Https://www.share-talk.com/the-strait-of-hormuz-helium-supply-and-the-quiet-strategic-shift-investors-are-starting-to-notice/

There is some good AI commentary if you press the play button at the top of the article too.

The water containing Helium and Nitrogen is still 'trapped' inside a spongey reservoir. The drill hole needs to act like a fully sealed straw so the Karoo intersection can be isolated. The water drawn from the Karoo doesn't contain Helium. Therefore, Helium One need to access the 'champagne' directly from the basement fracture itself. The 'Champagne' bottle is self replenishing as proved, so it's all about where you place the straw.

It's the same premise...

Perplexity's answer regarding the geology of the Rukwa rift basin...

"Helium in Rukwa Rift Basin: How it likely works...

Helium in Tanzania’s Rukwa Rift Basin likely behaves like gas in a sponge-filled bottle of super-fizzy champagne – a useful analogy for an emerging helium play still being proven. Deep ancient basement rocks create helium as uranium and thorium decay. Rifting opens deep faults, channeling helium (mainly with nitrogen) up into porous sandstones from old rivers and lakes. These act like the sponge: pores fill with hot groundwater, containing a free gas Helium/Nitrogen mixture, sealed by tight mudstones above – like bottle and cork. Fault blocks and folds create 3D pockets for helium-rich Nitrogen to accumulate.

Caveat: This matches the standard model – radiogenic basement source, fault migration, reservoir-seal traps – and surface seeps confirm active helium (up to ~10%). But unlike mature oil fields, Rukwa has limited well data. Wells like Mbelele-2 show helium-bearing fluids and gas saturation, yet exact gas column sizes vs. dissolved helium in water are still being mapped. Drilling is like dropping a straw into that sponge-filled champagne: pumping drops pressure, making helium-rich gas fizz out of formation water for capture at surface."

So remove the Karoo dilution and pop that cork and let the fizzing begin!! 😂🍾

Quote of the day by Seneca: 'Luck is what happens when preparation meets opportunity'. The perfect description of Helium One’s current position right now! ☝️

Perplexity states "ENGAGE reports that OptimaED increased its ENGAGE license count by over 160% in the 12 months leading into 2025, and that Meta’s upcoming “Meta for Education” device‑management service will feature ENGAGE as a key XR partner for K‑12 deployments and Higher Education Metaversities."

Although the current fall in the share price is reactionary to the financial position of the company needing more cash injecting by Q4 2026. There is some huge potential for Engage XR, especially given the need for AI learning when the AI tsunami wave hits later on in the year. The prefered platform for AI agents to send people to access a learning platform will be Engage XR educational space. AI has already been integrated within the system so there is already the ability to give AI agents smooth access.

Thanks for your input @MCNol. If He1 were going to be bought out, why would whales want to accumulate large share holdings? Wouldn't it make more sense for these large shareholders to be there to exert a controlling influence. This points me towards a positive outcome for He1, either as a farm out or merger.

There's a lot to be said on who get the helium, if Cener take the lions share, the Helium will without doubt go to China. Do the States/Europe want it all going to China given the huge implications that would have on our society and the AI race?

My bets are, the end product will stay with the'West'.

The more info the better, cheers @MCNol

In theory, Helium One could choose to add their own funds to the JV deal, either through a small level of dilution and/or a bank loan. This way they could negotiate to keep more equity in Songwe Helium, until they find the right financial balance.

The farm-out partners would also buy a stake in Helium One to benefit from the uplift in the companies value, and subsequent rise in the share price...

Thanks MCNol, that makes sense.

I've made the assumption that the large institutional investors and the farm out partners would be the same entity. What would a legal structure look like.

Do Helium One need to retain at least 51% of songwe helium to retain overall control as well?

Sorry, it would help if I checked my post before sending out.

So the whales buy a stake in the Helium one company directly and then they all agree on a percentage of ownership of songwe helium limited.

So buy the whale(s) buy a stake in Helium One directly and are then 'gifted' a percentage of ownership of the mining licience through a JV, is that correct MCNol?

Well said Triplestar! 👏

Good to share...and one for frustration in politics Toffers...

https://youtu.be/KWxOJOcmxMs?si=kZAMgXHAOdzQv0Nv

With all this good news Pub's, I may have to change my name to vertically Parabolic...😝

Has anyone explored the idea of just selling Rukwa as a package? He1 could then transfer all capital to America and build on the expansion of the JV with Blue Star?

I think that would be a good conclusion @thetriplestar. The true GWR and helium percentage found directly from the basement may be hidden in the data. My best guess is that with 9.2% helium max from Itumbula with Karoo dilution could be creating a helium bottle neck. Who knows, there may be significanly more helium by tapping the basement directly. Time will tell.

News must be incoming shortly....

I'm in agreement that there is some 'connecting the dots' information the BoD are aware of that demonstrates the potential of helium inbound from the basement. With Lorna's geological knowledge , we are in good hands.

It would be good to hear an announcement that the drill(s) are going to be peppering the landscape in locations where the Karoo is shallow. Plus an option of hiring additional drills in the short term to speed up the process. 🤞