Member Info for MCNol

I guess you are hoping people do not read the entire document hey @Blubay...(or all of the other presentations and RNS).

Right I have to be elsewhere, I will be happy to correct any misrepresentations by a certain poster on my return...TTFN

The terminology used by @Blubay, specifically "lift grade" and "balloon filling market" is not found in the professional language of the Blue Star Helium (BNL) December 2025 Corporate Presentation...

The document (specifically on Pages 8 and 11) refers to the product as "high-purity gaseous helium" and specifies an output purity of "98%+". It does not use the colloquial term "lift grade."

The document identifies the target market as the "US domestic industrial and specialty gas market." While welding gas is a legitimate use for 98% purity helium, corporate presentations focus on high-value applications and strategic off take with major distributors rather than the "balloon filling" sector, which is a lower-margin retail application...

Page 8 of the document discusses "tailgate sales" into the US domestic spot market. The "price point" mentioned in the presentation is modeled on the current US industrial spot price for high-purity gaseous helium, which is significantly higher than what is typically associated with "balloon grade" byproduct...

Https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-03040461-6A1304736

Page 8 and page 11

The specific reference to the plant's output purity is found on Page 8 (under the heading "Stage 1: Galactica Development") and Page 11 ("Galactica/Pegasus Development Summary"). These sections outline the technical specifications for the Pinon Canyon Plant and its modular Helium Recovery Unit (HRU)...

The document explicitly notes that this purity level allows for "tailgate sales" (Page 8). This means the helium is refined enough to be sold directly to end-users or into the US domestic spot market without further heavy industrial processing....

The suggestion that 98% is 'low-mid' grade ignores the commercial reality of the U.S. helium shortage. For a primary helium producer like Helium One (HE1) and its partners, producing 98% gas on-site means they are bypassing the need for third-party processing. They are delivering a trailer-ready product that commands a premium over raw gas. In the current market, 98% purity is the 'Sweet Spot' for maximising regional industrial sales in Colorado...

The Colorado assets are high-grade relative to global supply.

The Fact: Recent well results at Galactica/Pegasus consistently encounter helium concentrations between 1.5% and 3.3%.

Comparison: The majority of the world's helium is produced as a byproduct from natural gas where the concentration is often 0.05% to 0.5%.

In the US domestic market, anything above 0.5% is considered a high-grade primary discovery. At 3.3%, the project is roughly 6x to 30x more concentrated than typical byproduct sources....

The comment likely confuses "total volume" with "grade." While the Colorado project is a Stage 1 (scaled) development (meaning lower initial volumes than a massive LNG plant), the concentration (grade) is top-tier....

The first 30 minutes of trade have successfully reclaimed the 0.635p pivot. With the VWAP at 0.631p, the price is showing sustainable strength rather than a speculative spike.

The Bullish ORB and the 9/10 ISI suggest that the Institutional Warehouse is nearing capacity. If the price clears the 0.661p (Monday's UT high) on sustained volume, the technical target shifts immediately to 0.75p...

...and there we are UT 0.66p. You have gotta love statistics, probability and paying attention to detail...

Night all!

Statistically, when a stock with an 8/10 Whale Signature carries a -3% or greater VWAP deviation into the auction, the uncrossing trade typically "snaps" back toward the mean. I am looking for a closing uncross near 0.63p+...we shall see ...

I know, people Trolling others who actually post interesting or useful information....who would believe adults behave like that?

For the umpteenth time, there are many reasons why a TR1 can be avoided. I have stated this in my post at 0844 on the 19th Feb (if you care to look?) and repeated it several times.

The technicals today are performing a Cleaning Operation. The gap between today's price (0.608p) and the VWAP (0.642p) is a 'rubber band' trade for some...

The market is stretched to the downside because there is a temporary news vacuum regarding the Pinon Canyon Plant. However, the Volume Velocity remains 20x higher than January’s baseline, proving that liquidity is staying in the stock in anticipation of a revenue-event RNS...

Just a little formula for those who want to get a greater understanding of how this all works, more entertaining than the Trolls here this morning I hope..

This formula is the standard quantitative method used by professional traders to calculate the Expected Move of an asset over a one-day period. It translates the Annualised Implied Volatility into a specific price range for a single trading session...

'The Expected Move equals the Current Price multiplied by the Annualised Implied Volatility, divided by the square root of two hundred and fifty-two.'

i.e 0.71p x (1.50 / 15.87) = 0.067p

Expected Move... This represents a one-standard-deviation price range for a single trading session. Statistically, there is a 68.2% probability that the asset will close the day within this calculated range...

The market price of the asset at the specific moment of calculation (currently 0.71p for HE1 at 9:57 AM GMT)...

Annualised Implied Volatility is the market's expectation of price movement over a one-year period, derived from the pricing of derivative contracts or recent historical realised volatility...

Square Root of Two Hundred and Fifty-Two: Since volatility scales with the square root of time, and there are approximately 252 trading days in a standard year, this factor is used to "de-annualise" the volatility to determine a single-day range....

I do not think that is the case, she must be unemployable with that attitude....

To call it a false dichotomy is to ignore Market Microstructure. In a liquid auction, an institutional buyer uses Iceberg Orders specifically to prevent a Price Delta while they maximise their Volume...

By separating the two, we can identify when a 'Buyer' is intentionally suppressing the price to fill a massive position. @Blubay is looking at the thermometer (Price) I are looking at the furnace (Volume)....

The engine is redlining, but the car is stationary because the 'Buyer' has the brakes on while they fill the tank. Blubay thinks the car is broken because it isn't moving... I know the car is about to move because I can see the tachometer...

As per my post at 0844 yesterday there are many reasons why we might not see a TR1. The constant 'looking forward' to seeing a TR1 by FUD today is just evidence of an agenda being hinged on it...

@Blubay I am not going to respond to you after this as it is getting very tedious...

You are confusing Price Delta with Volumetric Reset...

The shares are moving from short-term 'flippers' to long-term 'accumulators.' The price doesn't go up during the handover because the volume is too high to overcome...

A stagnant Price Delta during a period of 25% capital turnover is the hallmark of Institutional Handover. The 'Whale(s)' are specifically maintaining a flat Delta to prevent the price from running away before they can finish their accumulation...

@CrustyPete a "Managed Seller" does not let the price run 70% higher while they are trying to exit. If a broker were still warehousing risk from Monday, they would have dumped into today’s 0.80p spike to "get out" at a better price. Instead, the price held the 0.70p level despite 223 million shares being traded. That is not distribution; that is Support....

You mentioned "manufactured" floors. In low-volume environments, you can manufacture a floor with a few well-placed limit orders. But you cannot manufacture a floor against 225m shares traded..

We have seen nearly 2.52% of the company's entire share capital change hands in a single day without the price breaking down. That is the definition of Supply Exhaustion...

If a broker were still redistributing today, the VWAP (0.717p) would be trending lower as the day progressed. Instead, the VWAP has been rising or flat all afternoon. This means buyers are "lifting the offer" (buying from the sellers) rather than the sellers "hitting the bid."

I think you want to do anything but understand @Blubay

The trend of the 'anchors' is sloping upward. A large seller redistributing risk into a news event cannot sustain an upward-sloping floor over two weeks. Statistically, this is Structural Absorption.

The seller could be the broker you mentioned, but the reason the price isn't breaking down is because there is a single, massive 'Buyer of Last Resort' taking every share offered at these levels....

If this were simply a broker redistributing shares, we would see a decaying trend. A broker wanting to offload 224 million shares (todays volume so far) would have to drop their ask periodically to find new retail buyers.

@Blubay if you expect people to read that throw in a comma and a few spaces Luv...