Member Info for MCNol

Market sentiment over the weekend has been dominated by the QatarEnergy Force Majeure. This "Black Swan" event, which removed 30% of global helium supply provides a sustained tailwind for us. We are now selling into a supply-starved spot market (Galactica) where prices are trending toward a significant premium....

The current market cap of ~£63M is significantly below the "Fair Value" analyst targets of 3.2p–3.6p. The delta between the current price and the 1.24p year high is fundamentally supported by the transition to revenue generation and the global helium scarcity...

All to play for here, but you have to pay attention to make money....Will we get a pre-RNS spike today...possibly?

Solo1, you need to go to Troll school, your figures are ridiculous...

Nite all!

Well, another interesting day here and lots to look forward to next week...

The probability of the 16:30 GMT auction uncrossing at or below 0.66p is 59% as the market flushes toward the VWAP...

With Volume Velocity accelerating on the downside and the RSI dipping below 50.0, the "Path of Least Resistance" is a further drift toward the 0.6360p VWAP....

Have a great weekend all, onwards and upwards! 🍷

Shenanigans all around...PEEL are now providing a Bid-Only status. This indicates that the primary Market Maker is now actively defending the current valuation floor while restricting sell-side liquidity.

This "Offer Vacuum" created by PEEL, combined with their buy-side support, suggests a high probability of a Short-Squeeze or a high-volume markup during the 16:30 GMT Uncrossing Trade (UT)...

The primary objective is now a clean breach of the 0.71p–0.72p resistance to close the week at or near the 0.75p intraday high...

Watch this space...

The withdrawal of all firm quotes (no Bis or Ask offered) by PEEL signals a cessation of their institutional market-making for the session, leaving the order book "hollow" between the 0.66p bid and the 0.70p offer...

This asymmetry suggests that the path of least resistance leading into the 16:30 GMT closing auction is a drift toward the 0.66p–0.67p support zone. Watch out for high volatility during the final uncrossing, as the lack of a primary anchor may lead to significant price gaps...

Not for the faint hearted!

PEEL have withdrawn their bid price from the market. This is a tactical manoeuvre indicating buy-side exhaustion at the current 0.69p–0.70p levels.

PEEL continues to offer shares at 0.72p, their refusal to provide a bid indicates they are waiting for the market to test the 0.65p–0.67p support floor before re-committing capital. For the remainder of the session, the 0.70p level acts as immediate resistance...

@Bobrad, that is a natural gas price such a methane.

Unlike commodities such as gold or crude oil, helium does not trade on a public, centralised exchange with a single, globally transparent "spot price." Instead, the market is characterised by regional pricing indices, confidential long-term contracts, and opaque over-the-counter transactions...

The regional indices currently are... N America 63.88MCF and Asia 125.67MCF (USD).

The figure 50 USD per 1000 cubic metres would represent 1,42 USD per MCF which would only happen in a complete market collapse.

No "spot price" for Helium, it is negotiated between parties...

Current price action is healthy; by cooling the RSI (68.5) and testing support at 0.67p, the market is building the structural integrity needed for a sustained afternoon run. The 0.70p SING Ask is the immediate barrier to watch during the 14:00 GMT auction...

We are currently in the Short-Squeeze Confirmation phase, with all eyes on the 0.75p resistance wall. Provided the 0.72p floor holds, the path of least resistance continues to be upward into the afternoon session...

Keep showering Northfork, could you have one around 2pm for the Auction please :)

There are no formal links between Helium One Global and Foremost Lithium. The two companies operate in different commodity markets (Helium vs. Lithium) and distinct geographical regions. Any perceived connection is likely due to their shared status as high-beta, retail-facing exploration stocks rather than any tangible business partnership...

As per my Timelines thread yesterday we are in the zone for Nomad and legal review of any Monday RNS so that and Friday FOMO may be beneficial to the price action today?

We are in the middle of negotiations for a Farm-Out agreement, no need for a raise anytime soon...The market knows that, it will take a while for Retail to work it out...

We have a sustained markup phase, having successfully transitioned the 0.65p resistance into support. The alignment of five primary Market Makers with bids at or above 0.65p indicates a coordinated upward shift in valuation...

With the Institutional Sentiment Index at a session high of 9/10, the primary technical objective is now the 0.70p offer wall. A high-volume uncrossing at 11:00 GMT above 0.68p would likely trigger a test of the yesterday's 0.75p peak...

Notwithstanding that Rukwa’s primary 'carrier' is nitrogen and water, with zero hydrocarbons. This allows for a 'Bolt-On' modular processing plant that is significantly cheaper to run, ensuring that a higher percentage of that $50M–$100M gross revenue converts directly to EBITDA...

@Blubay you are applying a "Dry Gas Well" mindset to a "Hydrothermal Flux" system. In a unique play like Rukwa, the volume of helium produced is limited by the capacity of the Processing Plant, not the number of holes in the ground. Because the 5.4%+ concentration is sustained even during high-volume water extraction (16k+ bpd), the project can achieve $100M in revenue with a small, high-efficiency "well-cluster" feeding a central modular hub, rather than a massive 400-well field....

We have bullish momentum as it tests the 0.65p offer-side resistance. The reclamation of the 0.636p VWAP on accelerated volume velocity (569k shares/min) indicates that the market has successfully rotated from the morning's distribution back into a markup phase...

The Institutional Sentiment Index is improving due to step-ups from JBER and SCAP, the probability of a test of the 0.67p intraday high has increased significantly. The 0.61p bid now serves as the immediate tactical support...

If you apply a standard Discounted Cash Flow (DCF) model to HE1's Rukwa project alone (assuming a commercial development scenario), the numbers look significantly higher than a typical "penny stock" valuation...

Annual revenues could exceed $50 million to $100 million. Applying a conservative 10x P/E ratio for a producer, or a P/NAV (Price to Net Asset Value) of 1.0, an ideal MCAP would sit comfortably in the $300M to $600M (£230M - £460M) range...

If HE1 is an acquisition target, the "ideal" MCAP is whatever a major is willing to pay to secure 30 years of global helium supply....

@Kread your statement is a textbook example of analytical obsolescence. It relies on stale data, ignores current regulatory milestones, and fails to account for the fundamental shift in Helium One’s asset mix from "pure explorer" to "active producer."

Your are functionally illiterate regarding HE1’s current 2026 operational status. You have completely erased the live Colorado production revenue and the legal award of the Tanzanian Mining Licence from their calculation. HE1 is no longer priced as a "what if" explorer; it is priced as a producer with a massive, proven development pipeline...

To claim HE1's value is 'years away' while they are literally loading tube trailers with refined helium in Colorado is a level of analytical negligence that borders on the comical.