RE: News3 Jul 2026 08:53
I hold shares in both QHE and HE1, although my investment in HE1 is substantially larger.
In my view, the biggest difference between the two companies is the quality of strategic management. Quantum Helium appears to be taking decisions that are designed to strengthen the business over the long term. Their recent 100-for-1 share consolidation is a good example. While it doesn’t change the underlying value of the company, it creates a more sensible capital structure, reduces the excessive number of shares in issue and, importantly, makes the company more attractive to institutional investors and the wider market.
I’ve held HE1 for over three years and, like many long-term shareholders, I took a significant hit during the summer of 2023. Since then I’ve continued to buy, largely to reduce my average purchase price, so I’m fully invested in the company’s success.
That said, I can’t help feeling that HE1’s leadership has been focused primarily on solving the next funding requirement rather than building long-term shareholder value. Technically they may well be very capable, but commercial strategy and capital market strategy are equally important if shareholders are ever going to see sustained returns.
For me, the real concern is the constant cycle of dilution. Unless the company can become genuinely cash-generative or attract a strategic partner with the financial strength and expertise to accelerate development, I fear we’ll continue to see the same pattern we’ve experienced over the last few months: short-lived spikes in the share price followed by renewed selling pressure.
I genuinely hope I’m proved wrong because, like everyone else invested, I’d much rather see HE1 succeed as an independent company. But after three years of watching events unfold, I think management now need to demonstrate not only that they can find helium, but that they can consistently create value for shareholders
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