Member Info for liquid1

Valuation: ~6x upside on an unrisked basis
In our base case scenario, we use a helium price of US$250/mcf long-term flat from 2021 and a 12% discount rate from 1/1/2021. Our risked NAV is 25p/sh, which implies 25% upside from the current share price. On an unrisked basis, we have a NAV of £1.33/sh or ~6x upside. Further to this are the follow-on prospects that are not included in our NAV and its other exploration areas. A US$50/mcf increase in the helium price would increase our risked NAV by 6p/sh and unrisked by 33p/sh

http://www.helium-one.com/analyst-research/

Monday 200m
Tuesday 330m
Wednesday 460m

Drilling will continue to the Base of the Lake Bed Formation, anticipated to be at 400 metres. At this point the Company will then commence wireline logging to gain additional information on the formation reservoir characteristics and identify any potential pay zones. After logging the Lake Bed Formation, this section of the hole will be cased and drilling will continue to Basement.

At approximately 6:30pm local time on Saturday 19(th) June, at a depth of 70.5 metres, the Helium One mud logging crew detected helium in mud at a concentration of 22,084ppm (2.2%) He. The gas show is situated at the base of a 20 metres thick shale unit and persisted at >10,000ppm (>1%) He for 4-6 meters. Readings were made on the Micro Gas Chromatograph only, which had not yet been calibrated in the field.

The fact that DM stated on Twitter that a 1000m were left to drill, and now they are drilling 24hrs a day, I’d say 400m will be reached by by tomorrow or tonight.

Roll on Commerciality confirmation RNS

https://twitter.com/Moilgas/status/1407132070518870022?s=20

Skittish

Spot on

Drilling will continue to the Base of the Lake Bed Formation, anticipated to be at 400 metres. At this point the Company will then commence wireline logging to gain additional information on the formation reservoir characteristics and identify any potential pay zones. After logging the Lake Bed Formation, this section of the hole will be cased and drilling will continue to Basement.

Helium One
@Heliumone1
·
3h
"..With over 1000 metres still to drill at Tai-1 these are early days in our exploration drilling. Early #helium shows give us a great deal of optimism for the remaining programme and we look forward to providing further updates..”

#HE1 CEO David Minchin

Across the pond this afternoon will be a better response then cheating London MM’s.

Valuation: ~6x upside on an unrisked basis
In our base case scenario, we use a helium price of US$250/mcf long-term flat from 2021 and a 12% discount rate from 1/1/2021. Our risked NAV is 25p/sh, which implies 25% upside from the current share price. On an unrisked basis, we have a NAV of £1.33/sh or ~6x upside. Further to this are the follow-on prospects that are not included in our NAV and its other exploration areas. A US$50/mcf increase in the helium price would increase our risked NAV by 6p/sh and unrisked by 33p/sh.

http://www.helium-one.com/analyst-research/

Nice!

All onTrack

“Helium is coming up from the Earth's interior all over the planet,” Uhlman said. “It's coming up in your backyard. It's coming out at the football field. It's coming out everywhere at a steady basis. And the only reason you want to drill for it is if it's been captured underneath a layer. This gas wants to move up and it doesn't move horizontally, it just moves up and it makes a pool. You drop a conventional well into it and then you've got your helium.”

https://eu.azcentral.com/story/news/local/arizona-environment/2021/05/16/helium-mines-could-lift-arizona-economy-but-locals-fear-effects/7113083002/

Oversold from 21.75P

Additional data has resulted in a reprioritised drilling campaign with drilling starting over a faulted 3-way dip closure at Tai, with multiple stacked targets.

Yes definitely market maker manipulation.

MM's collecting for next weeks potential Helium in the mud RNS??

5 red days means 5 blue days next week.
Come on DM show us the helium

Hope we find helium and do what Royal Helium has done:

It caps a steady march upward for his company’s stock which has risen 1,600 per cent since last May to 61 cents.

We frankly did not expect to find it': Massive discovery boosts Royal Helium
It could mark one of the largest finds in Saskatchewan

Author of the article:Gabriel Friedman
Publishing date:May 19, 2021 • Last Updated May 20, 2021 • 4 minute read

https://www.google.co.uk/amp/s/financialpost.com/commodities/energy/oil-gas/we-frankly-did-not-expect-to-find-it-massive-discovery-boosts-royal-helium/wcm/ee641e30-3df8-41e4-9962-7d94637604dc/amp/

4 red days

Expecting

4 Blue days

Initial data interpretation has upgraded and expanded the Tai prospect, which was poorly defined on legacy seismic data

• Faulted 3-way dip closure concurrent with a gravity high

• Stacked targets with closure over an area roughly 2km x 5km

• By focussing on stacked closures in our first exploration well, Helium One hopes to identify charged horizons with the highest quality seal to assist in the planning of subsequent wells

• One of a portfolio of shallow trap structures redefined by high-quality, modern, 2D seismic data

http://www.helium-one.com/wp-content/uploads/2021/05/21-05-06-Helium-One-Presentation_May21.pdf

That Huge Helium Deposit Under Tanzania Is Even Bigger Than We Thought
By Russell McLendon
Updated February 12, 2021

https://www.treehugger.com/huge-helium-deposit-under-tanzania-heres-why-you-should-care-4868059

June 30, 2016 9:47 AM
SCIENCE
Huge underground helium reserve discovered in Tanzania
The gas field contains over six times the world's current supply of the element

A volcanic cone overflow in the Tanzanian Rift Valley
BARCROFT / CONTRIBUTOR / GETTY
A volcanic cone overflow in the Tanzanian Rift Valley
A vast underground reserve of helium gas has been discovered by scientists in the Tanzanian Rift Valley.

The discovery of one of the world's biggest helium gas fields is the first time that the gas has ever been found intentionally. Previous discoveries have always been accidental and revealed small quantities of helium while people were drilling for oil and gas.

https://www.google.co.uk/amp/s/www.wired.co.uk/article/huge-helium-reserve-discovered-in-tanzania/amp

Transformative Time Incoming:

‘We look forward to announcing results of our first well at what is a potentially transformative time for #HE1 ‘