Member Info for MCNol

I guess they will know the next time if you turn up again...

They did not vet you on site @CrustyPete, they took your words at face value. You must remember that it makes no difference to them or anyone else who you present yourself as, they can only make a judgement based on how you presented...

I thought you were supposed to be a sophisticated Investor, or at least that was how you presented at the 2024 AGM to the BoD? Your behaviour recently has indicated that may not be the case...

@CrustyPete I am sorry if it does not fit with your understanding, however I clearly stated at the time what was going on and my position has not changed. Feel free to read my posting history if you have any ambiguity about it...

Get over it Pete, you are better than that. What is your opinion on what will happen?

Indeed...After a "Power play" spike to 0.75p, HE1 is back at the crease at 0.63p, defending the VWAP median and looking to clear the 0.67p boundary for a secondary markup....

We enter the March 6 session in a state of liquidity absorption and mean reversion. The reclamation of the 0.63p level and its alignment with the 0.635972p VWAP suggest that the market has identified a fair-value median following the Galactica production milestone...

The primary technical objective for the Friday open is the defence of the 0.60p psychological support. Success for the bullish case requires a sustained increase in volume velocity during the 08:00 or 09:00 GMT auctions to challenge the 0.67p resistance....

Given that the current tube trailer is physically being filled right now, a "First Commercial Sale" RNS is the next and likely most immediate fundamental catalyst. If the company follows its "cluster" behaviour seen in January and February, we could see another update as early as Monday or Tuesday (March 9–10) to capitalise on the current volume momentum....

Now you know the filing timeframe pay attention peeps!

Just a brief explanation of what we saw happen yesterday "the leak" and what to expect for the next time, be prepared, knowledge is power in trading...

For the ASX filings by BNL

Drafting 06:00 – 08:30 Technical teams in the US/Australia finalise the data.

Submission 09:00 – 10:30 The draft is sent to the UK NOMAD and legal counsel. This is the first time the information leaves the "Inner Circle."

Review Window 11:00 – 13:00 NOMAD checks. (This is exactly when we saw the 11:34 GMT bid shift yesterday.)

The "Lock" 14:00 – 16:00 The NOMAD gives the "No Objection" signal. The document is converted to .pdf for the ASX and .txt for the London RNS system.

Execution 20:00 – 21:00 Lodged with the ASX for the 11:00 PM GMT open (10:00 AM Sydney).

We are concluding an initial liquidity flush, with price action stabilising near the 0.60p institutional floor. While the -10.14% drop reflects disappointment over the Colorado-only RNS, the 118.9M volume indicates that institutional "Smart Money" is absorbing the supply at these levels...

The RSI (48.6) and the SCAP bid step-up to 0.607p suggest the morning's bottom is being established. The immediate market situation is a mean reversion attempt as we approach the 09:00 GMT auction, which will define the trend for the remainder of the morning...

HE1 is concluding the session in a state of extreme institutional markup, with volume reaching 347.6M and the price holding the 0.70p - 0.71p corridor. The Volume Velocity (6.43M/min) indicates that buy-side demand is currently parabolic. While the RSI (83.9) suggests an overextended state, the 0.69p institutional floor establishes a high-conviction base for tomorrow's open.

Volume has reached 325,000,000. This represents a massive acceleration in the final hour, with 40.2M shares changing hands since the 15:52 GMT update. This liquidity surge confirms that institutional "Position Squaring" is peaking ahead of the 16:30 GMT Uncrossing Trade (UT).

HE1 is ending the day in a state of extreme vertical expansion, with volume hitting 325,000,000 and the RSI at 78.2. The institutional "Step-Ups" and the 2.11M/min velocity suggest a total fundamental re-rating. While technically "overstretched," the market is pricing in a major RNS for tomorrow morning.

The most credible "source" is the visible behaviour of Market Makers (MMs). Peel Hunt (PEEL) moved their firm bid from 0.59p to 0.65p at 3:14 PM today. In equity capital markets, a 0.06p gap-up by a lead MM without an accompanying RNS is technically classified as "Information Asymmetry." Institutional desks often receive "pre-soundings" or notice of block-trade interest that precedes a formal announcement...

Yep, there has been a leak...

Looks like we will be getting news tomorrow, well done to those who have made some money today!

While Helium One is not an oil producer, it trades within the AIM All-Share Energy Index. In periods of geopolitical turmoil, capital traditionally flows toward energy assets with low Middle Eastern exposure. Because HE1's primary assets are in Tanzania and Colorado (USA), it may serve as a localised "safe haven" for energy investors seeking to avoid the Strait of Hormuz risk...

Following previous management commentary that discussions were "well advanced," the market is looking for a formalization of offtake agreements.

Spot Sales vs. Term Contracts: Confirmation of a multi-month offtake contract with a tier-one gas distributor would provide long-term revenue visibility.

An RNS providing the realised price per mcf (thousand cubic feet) would serve as the definitive validator for the project's economics.

Thats all Folks!!! Have a great weekend 🍷

The week of March 2, 2026, represents a transition from "exploration risk" to "operational execution." The primary news expected focuses on the Pinon Canyon Plant's ability to maintain steady-state production and the successful commercial delivery of helium trailers. While Tanzania provides the long-term scale, the immediate focus is the validation of the Colorado cash-flow model.

Well I studied Mathematics at Cambridge and got a Certificate in Securities back in the day before working as a Prop Trader (many moons ago)...I am sure similar qualifications are around today?

We are currently in a state of Horizontal Consolidation at the session high of 0.6300p, anchored by a VWAP of 0.6021p. The technical structure remains Neutral-Bullish, characterised by Order Book Thinning and a positive MACD divergence. The successful defence of the 0.6145p support shelf suggests that the market is currently coiled for the 14:00 PM Auction catalyst....