Member Info for Justathought

Since news of the Helium discovery in 2016, HE1 are close to delivering RNS detailing the find and route to production in which Tanzania Government are pushing to start in 2025.

Now we wait on the geologists studies which are interpreting the best way forward to Helium production.

If we are to believe all we have read and all we have been told in the HE1 videos and presentations and if we believe that todays technology would enable production then the current share price is a major opportunity with potential upsides with $1 billion yearly production less minimal capex and only 16% to Tanzanian Government.

Results are imminent so take your positions, a positive RNS with production in 2025, this could be 10 fold or more from here. Negative results will put this back under 1p waiting on the next drill.

Your choice i average 2.27p and are looking foe a 10 bagger.

ATB

Monetise, these are the words that stick in my mind, further analysis is needed, this is why the wait, hit the sweet spot, this is the best bit:

Transformational change is a type of change that occurs when an organization makes a fundamental change in how they operate. It’s often triggered by changes in an organization’s environment.

This type of change can be challenging, but it can also lead to significant improvements in performance. Transformational change typically requires a new vision, new goals, culture change, and new ways of doing things. It can be difficult to implement, but the rewards can be significant.

Slacker,

My crystal ball is better than yours, i hope

Can buy 500,000 for 2.165p and sell at 2.08, wish i had further funds available, my average is 2.27p , waiting for the commercial RNS, JV, further wells etc etc

Nobody knows the full interpretation of this well until RNS is announced and i was hoping for the results this week.

We only know our CEO as told us the company as hit the sweet spot or the goldilocks as it is also called, if this is not commercial after what she said about company moving forward to being commercial with investors bla bla bla, well who could ever trust the stock market again.

We should be testing the 2.5p range again today as the Noble Helium RNS will surely have an impact on price of HE1.

46,000 Ltrs per day converted to mcf @ $450 mcf ($600 in recent contracts) equates to $380 million per year.

Must be drilling multiple wells in the 3 production license areas to get the daily quantities.

Helium Purification & Liquefaction Plant cost $38 million each, could buy 10 of them with the 1st years production.

Don't think we will have any bother getting a loan or a JV with little downside to % ownership.

3 of these plants on line in a couple of years time, over $1 billion production revenue .

No ramping needed the information is all on the website.

https://www.helium-one.com/wp-content/uploads/2023/09/230830_Helium-One_Marketing-Roadshow_Sept23_FINAL_for-website.pdf

2.1 Sell, 2.27 buy right now

Get a grip, nobody else is bothered , ebverything as been said and we wait for RNS, a little bit of humour.

Instead of moaning while people make light of a Friday why don't you put something that you have found on here about the company? we can still read it.

Give ye head a shake, even better get to the pub

HE1 may want to invest in the Boro, proper contractual advertisement not like these cheats that get away with it in the premiership.

Kit them all out, Exter also ;-)

lorna just one thing that needs putting right from the presentations.

in the photos one of your workforce is wearing an ****nal top, can i send you a boro top.

this would signify heart and passion and then i would undoubtedly know we are being led on the ground proactively.

They already have a plan for production as per previous presentation. The 1BCF/year would mean $650 billion less capex, why not we can drill into this with our own rig having many production wells.

CAPEX $50m per module, 350,000 Mcf/yr, OPEX $15-$20/Mcf, Price $350/Mcf , Debt finance - ~1yr payback

Scalable production with additional modules to produce 1Bcf/yr

https://www.helium-one.com/wp-content/uploads/2023/04/220501_Helium-One-Presentation_121-May_22_v2.pdf

Https://www.reuters.com/world/uk/uk-helium-filled-aircraft-company-kicks-off-safety-approval-process-2024-02-29/

Don`t they need further independent results to confirm by RNS?

Itumbula West-1 well test results had been done during the 18 day drill period and they have results and will be sending the findings to an independent authority to confirm these test results prior to RNS to the market, Lorna`s interview dated 22nd February.

So have these test results gone to an independent authority yet? So a week gone you would expect these results to be getting assessed now.

Will we get an RNS in 18 days time from now?

The independent authority is not collecting the results they have them to test. I don`t know what this test entails and timescale though I would expect to be less than18 days. If someone knows more about this?

Would they do the results in a week? Would have though they would be send immediately to independent authority with this being so important to the company and market. So RNS could be any day now and hopefully detailing flow rate. The find size needs further work as per interview.

The market needs the production flow rates 1st and if we see amazing numbers this will take off.

Would expect a follow up RNS with cubit feet/mtrs in place and details of a Joint Venture.

Finally timescale to production and details of next drill.

They are not waiting on independent results, seems a lot of data is still required for this world class find and they are working it now.

If the RNS with flow rates are a game changer it will be worth holding through to production and future wells 2015/2016 and could be any price, I like 70p.

If the flow rates are not world class the company sp will tank back under 1p. Lorna`s name will be mud, I dont expect this to happen in my opinion after the interview.

Yes we are due another upturn, a lot of shares have been got at this cheap price in the last few days.

Just think the mad rampers are out soon, it is as Lorna said and we wait on the next set of RNS's.

I believe and am leaving my investment until 70p in 2026 all going well.

All in my opinion.

Sorry mis-information on the last post

At 0.0095% of Helium = 38,000 cubic feet of helium per day , 38 x $650 x 365 = $9,015,500

HE1 at 4.7% of Helium would = 188,000 cubic feet of helium per day , 188 x $650 x 365 = $44,603,000

Https://uk.finance.yahoo.com/news/helium-evolution-provides-operations-featuring-120000835.html

4 millionx 365 days x $650 per msf - $949 million per year production well.

And Lorna states our discovery is world class, how much will HE1 be worth if these flows came out on our next RNS

4.7% flowing to surface, good concentrations of helium.

How many cubic feet are flowing to surface, we can all spout numbers and regurgitate what we know daily, the cubic feet flow rates are not available or even touched on in the interviews and this is what confirms this find, this is my concern and the whole market concern.

If we have not got commercial flowing rates then we have been duped, I hope that this is not the case as i have invested what i have left, my last shot at getting ahead of this rat race.

The IR interview with Lorna, it is flowing high concentrations to surface, development of well and we are getting after it, etc etc etc.

Nothing will change here until the flow test data is announced, also she mentions a transformational opportunity to invest and to monetise as quickly as possible.

High concentrations flowing she says, can we just have the flowing data on an RNS, the rest can wait, flowing data will tell if we are in a multi bagger right now or not.

Yes 350,000 cubic feet per day