Member Info for MCNol

While no 10M+ blocks have hit the public list yet, the fact that we have traded nearly 300 million shares in under four hours suggests that massive "Off-Book" trades are being negotiated as we speak. I am watching for "Type L" (Late) or "Type O" (Off-Book) prints that may be reported at the top of the hour...

Have a look at the blocks of 2m and 1.5m are executing at the "High" of the day. In the AIM market, seeing 3.5 million shares execute in under 10 seconds at the top of the range is the signature of an institutional algorithm being told to "get filled at any cost."

The 0.68p wall is being hammered by millions of shares every few minutes. Once the current institutional "crossing" at 0.67p is finished (2,668,850 share block followed by a 2,688,351) the path to 0.70p is likely to be a high-speed vacuum....

In a standard market, an RSI above 75 often triggers a "pullback" as day traders lock in profits. However, in a "Discovery Breakout" (which HE1 is currently in), RSI can stay overbought for days....

If the RSI stays pinned above 70 while volume continues to hit 1 million shares every 90 seconds, it signals institutional accumulation. They are buying regardless of the "overbought" label because they are positioning for a fundamental event...

We are seeing "Positive Volume Divergence." The RSI is rising alongside record-breaking volume (246.6M), which suggests this move has "legs" and isn't just a retail spike.

Remember, we are at Day 25 for the ITW-1 ESP results. A high RSI in this context is purely a reflection of "pre-news" positioning. Traders are effectively saying they would rather buy an "overbought" stock now than chase it at 1.00p+ if a commercial flow RNS hits on Monday...

The RSI is screaming "Overbought," but in the AIM discovery world, that is often just a sign that the rocket has cleared the launchpad (one for you Pub :))

Once the shares currently visible at 0.68p are cleared, the "Ask" side gaps immediately to 0.70p. There is virtually no secondary resistance in between...

The fact that the price is up nearly 25% while absorbing a 9.3 billion share float is a massive indicator of institutional accumulation. Retail traders alone rarely have the firepower to move a float of this size this aggressively....

We are witnessing a historic session where the "0.65p brick wall" from earlier this morning has been converted into a primary battleground for the next leg up....

Winterflood is often the most conservative market maker for HE1 (and much maligned). By bidding 0.65p—a price that was the "Ask" ceiling just an hour ago—they are signalling they are no longer just "market making"; they are likely filling a massive institutional buy order that won't wait for a dip...

The fact that the "High" of the day just ticked to 0.68p suggests the 0.66p (SCAP) inventory we were watching has been almost entirely absorbed....

The Squeeze: With MREX bidding 0.65p against a 0.68

We have just cleared 225.6 million shares. We are now in a "Volume Vacuum" where the price can move very quickly because most of the paper has already changed hands this morning...

In February 2024, the MCAP hit roughly £87M (on a ~3.5bn share base). To reach that same valuation today with 9.32bn shares, the price would only need to be ~0.93p....

@Helx2, thank you for the compliment. I was a Prop Trader back in the day....I am now retired and spend my time investing and trading. I feel Retail Investors; especially on AIM are kept in the dark, treated like Mushrooms which is unfair and so try to share a bit of knowledge now and again to even up the playing field...

When a Market Maker flips from being the primary seller to the primary buyer at the same level as SING have just done it confirms that the "Breakout" is real. They have cleared their sell orders and are now scrambling to accumulate stock to meet the incoming demand...

The Mining Indaba 2026 conference in Cape Town ended yesterday. Minister Anthony Mavunde and the Tanzanian delegation spent the week meeting with international partners and the World Bank...

Is the market is betting that with the conference over, the Ministry's focus shifts back to a weekend sign-off for the ITW-1 ESP results?

@Toffers, the redacted company is Blue Star Helium and the answer is that we aren't just able to do this—we are already doing it as part of our core production strategy...

By using modular Pressure Swing Absorption (PSA) units, which are essentially "plug-and-play" refineries that can be trucked in and reassembled, we've avoided the multi-year, multi-million-pound cost of a fixed plant; in fact, the Pinon Canyon Plant in Colorado is using this exact technology and successfully commenced operations this week...

For Rukwa the feasibility studies (and the recently awarded Certificate of Incentives) already outline a phased development that begins with these same modular "Early Production Systems" (EPS), which are perfectly suited for our "Green Helium" (nitrogen-rich, hydrocarbon-free) gas...

This modular route is precisely why the market is currently bidding the price up toward 0.65p—if the ITW-1 ESP results (Day 25!) confirm commercial flow, we don't need a massive infrastructure project; we just need to ship in one of these "ready-built" units to turn our 5.5% helium discovery into immediate revenue....

We are currently 4 days past the end of that three-week ESP window. In the world of AIM-listed explorers, a "silence" that lasts just a few days past a deadline often triggers a "front-run" if the market suspects the delay is due to the company finalising a significant (rather than negative) result...

Is that what we are seeing here?

Food for thought...The "All-Time" volume record belongs to the February 2024 Itumbula Discovery period. During that week, the stock was trading in the hundreds of millions—and on the peak discovery day (Feb 5, 2024), it saw over 1.1 billion shares change hands as the market reacted to the 4.7% helium flow....

What will we see on ESP results?

We have a 1-tick spread. In a stock with 143 million shares of volume, a 1-tick spread usually precedes a breakout. The market is "coiling" like a spring against the 0.64p/0.65p wall....

Market Makers like WINS don't typically chase a stock +15% unless they are desperately short of stock or have seen a massive wave of "buy-at-best" orders from clients who might be closer to the source...

In the January 19th RNS, the company stated:

"It is anticipated that this testing phase [ESP testing at ITW-1] will take two to three weeks to complete."

We are currently at the 25-day mark since that announcement. The market knows the results of that Electrical Submersible Pump test are likely sitting on a desk in Tanzania or London right now. It looks like Traders are front-running the possibility that the pump successfully increased the helium concentration or gas-water ratio, as the company hoped...

The Level 2 data we've been watching shows Peel Hunt, Shore Capital, and Winterflood aggressively moving their bids up...

Market makers don't "chase" a stock 15% higher just because they’re bored...

They chase it because they are receiving massive "buy at best" orders from clients who don't want to miss the next RNS...

We are trading 5.5 ticks above the 200-day Moving Average (0.57p), which has now transitioned from a resistance level into a long-term "safety net."

In just 41 minutes of trading, Helium One has traded nearly 2% of the entire company...

We are now in a Bull Flag pattern on the 1-minute chart.

If volume clears CANA at 0.64p, we will see an immediate re-test of 0.65p...

If PEEL drops the 0.62p bid, we likely slide back to the 0.60p institutional floor...