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I don’t think 48p would be accepted but circa 65p might be tempting.

Jbatch- The obvious reasons for an early take-over bid would be.

1. The bidder hoping to pay a lot less than when the asset is fully proved out.

2. Stealing a march on would be competitors.

In these desperate times where helium shortages are a huge issue and a real risk to many sectors, an early bid becomes even more likely.

Interesting article about ADNOC

Keith Spickelmier was brought in as Chairman primarily for his mergers & acquisition skills so I have no doubt Helix is considering all options.

Friday is the favoured day to drop bad news and there’s nothing.

Word on the street is that the delay is because good news is coming.

I think if there was any bad news there would have been some major selling which we haven’t seen. No ship is completely watertight .

JC- Agreed. It will come though. A little more patience is required.

Lots of tweaks and fine tuning always needed for these plants to get them running perfectly.

Yes. Seems an upbeat sort of tweet which I doubt would have been made if bad news was about to hit. More likely a positive coded sign as has been suggested elsewhere.

Punter. Give it rest please. Your sneering, Mr Know It All personality doesn’t win people over and makes you look like a bit of a bell end.

Jim. Yep but there’s no reason why we couldn’t do a deal with US Air Force for our helium as well. It seems likely when you consider the high helium 3 element to what we’ve got.

We know we have a .75 ratio helium 3 (the highest in the US) that was tested and verified by a lab a month or two ago but we now need specialist federal lab verification to get a contract with the likes of US Air Force etc. This is what is probably taking the time.

Brent. I thought the same. Has the trailer been on some sort of road show dropping off samples to various parties. Probably not though.

I remember Bo or David Minchin saying that all plants need a hell of a lot of calibration to get to optimum flow and purity rates so maybe this is taking time. If so..it all gets done.

I think samples are more likely to have been sent to a specialist lab to test and verify the Helium 3 ratio which Pulsar also did in Jan. This takes 4 weeks so results probably due very soon. Interestingly, the US Air Force is heavily involved with Helium 3 both use and research so that would be another match.

​Source for the "Complex Deal" Theory (kindly supplied to me by another investor)

​In their March 26, 2026, Annual Report, Helix noted they raised an additional £2.2 million specifically to provide "working capital headroom while negotiating offtake agreements."

Possible interpretation : If Helix were just selling "standard" helium, they could have signed a contract months ago. The fact that they raised extra cash specifically to buy time for negotiations suggests they are holding out for a deal that reflects the mantle-signature premium (Helium-3 and Hydrogen potential) rather than just the spot price of Helium-4.

Punter. I hope you don’t mind me saying but you sound somewhat manic today. I hope all ok.

You’re not an Arsenal fan are you?

.. or any He 3 research entity for that matter.

Bo agreeing a deal with Interlune revolving around He3 is my favourite outcome. A boy can dream big.

Interesting post on other board suggesting delay might be as a result of Bo sending samples to specialised labs to test and verifying Helium 3 component. Pulsar did this early Jan and it took 5 weeks.

..JC.

And with positive news we’ll be at 50p. Take yer pick.

Yes. Fridays are usually steady to strong as people buy particularly in the afternoon out of fear of missing out on positive news on Monday morning.

Span

Potentially 27% if you add the Russia restrictions.