Member Info for MCNol

Good afternoon @TheTripleStar, I completely agree...

Triplestar is on the AI again 🥱

A realistic buy-out valuation for Helium One currently spans three primary tiers based on the 10,155,492,215 shares in issue...

An opportunistic low-ball bid would likely fall between 0.85p and 1.05p (£86M – £106M), representing a standard 40–70% premium that secures the government-verified $60 million sunk-cost floor and the Colorado production asset...

A strategic or farm-out valuation, reflecting the recent de-risking of the Tanzanian Mining Licence and the 2.8Bcf resource potential, targets a range of 1.50p to 2.10p (£152M – £213M)...

Finally, a full asset realisation scenario aligns with established analyst targets of 2.80p to 3.20p (£284M – £325M), a valuation typically reserved for a total basin takeover by a super major or strategic partner seeking to consolidate the Rukwa discovery following the engagement of PVE Consulting...

While we currently trade at a market cap of £61.1M, a realistic buy-out price would need to exceed the 0.85p mark to be considered by the Board...

Some interesting trades just gone through as well...

Why do you keep posting this lie? I have explained it to you as have others. Who do you think you are fooling here? The same people read this chat day in and out, you are either attention seeking, dim or gambling your pennies away...now grow up and do something more productive with your time...

Claiming Helium One Global is merely a "holding company" because the licence is held by Songwe Helium Ltd is a fundamental misunderstanding of international mining law. Songwe is a Special Purpose Vehicle mandated by Tanzanian law to accommodate the government's 17% free-carried interest; it acts as the legal folder for the asset, while HE1 remains the 83% majority owner and sole operational engine.

All technical expertise, the ownership of the Predator 220 rig, and the commercial authority that appointed PVE Consulting reside exclusively with HE1. In reality, the SPV has no independent staff or capital; it is the entity into which a partner will eventually sign, but HE1 is the entity that controls the data, dictates the strategy, and holds all the leverage in any farm-out negotiation.

What we have to look forward to...

Songwe Helium is entering the dry season with its legal and partnership frameworks fully secured. While the Predator 220 rig is ready for appraisal drilling, the start date is currently dictated by the farm-out process. Look out for news of a shortlist of partners or a mobilisation update soon...

Blue Star Helium is currently transitioning from technical commissioning to a sustained commercial revenue phase at the Galactica-Pegasus project. The most immediate milestones for May 2026 include the shift to 24/7 continuous operations at the Pinon Canyon facility and the loading of the second helium tube trailer for market delivery. By the end of Q2 2026, they aim to commission the CO² liquefaction unit, enabling a secondary revenue stream from high-purity food-grade carbon dioxide, coinciding with the tie-in of the Jackson 27 well...

Its gonna be a news filled summer here...

The impact of today's RNS and the weekend's signing ceremony is the definitive de-risking of the Southern Rukwa project and the formal commencement of its monetisation phase. By signing the Framework and Shareholders’ Agreements, the company has cleared the final legal hurdle required to operate in Tanzania, converting the government into a 17% partner rather than just a regulator...

This alignment is a prerequisite for the major farm-out deal that the company is now officially pursuing through the newly appointed PVE Consulting Ltd. For shareholders, this means the company has transitioned from a high-risk explorer into a deal-ready developer. The focus now shifts from "Will they be allowed to mine?" to "Who will pay to help them build the plant?", a shift that typically attracts larger institutional investors (whales) and provides a clearer path to commercial cash flow alongside the ongoing production in Colorado...

The low trailer count since January is the result of a previously undisclosed deliberate daylight only optimisation period and a temporary compressor change-out at the Jackson-4 well. Following the completion of Stage 1 and the transition to 24/7 operations in late April, throughput is expected to accelerate.

For us at HE1, the risk of a "production bottleneck" is decreasing as the Colorado JV moves from technical readiness into commercial revenue generation, aligning with the imminent de-risking of the Tanzanian Southern Rukwa project via the 2 May SPA signing.

The mining licence licence gave HE1 the permission to operate; this weekend's SPA signing creates the actual legal structure required to produce, sell gas, and bring in a farm-out partner. For us shareholders, this is the final de-risking hurdle before the project can be considered fully operational in the eyes of major institutional investors (whales) or potential partners like CenerTech. This and the new Chairman are extremely important milestones...

While he isn't a "helium man" specifically, his presence ensures that any farm-out deal will be structured to satisfy the City (institutional investors/whales). This often precedes the entry of a mid-cap Exploration & Production company or a commodity-focused private equity group rather than a Super-Major like Shell...

Boards typically appoint a "deal-maker" Chairman when they are entering the final stages of a major corporate transaction. Carver has overseen dozens of AIM-market deals, mergers, and farm-outs. His appointment suggests HE1 is moving out of the technical testing phase and into the legal and financial closingphase of a deal...

Clive Carver is a highly experienced AIM-market veteran. His background as a director and chairman of multiple AIM-listed companies suggests the Board is seeking a steady hand to navigate the transition into production in Colorado and the complex farm-out process in Tanzania...

Carver's arrival is will be seen as an institutionalisation of the Board, these type of appointments often precede a sale or a major operational shift...

For us, this represents a pivot from the Founding and Exploration era of chairmanship to an Institutional and Operational phase...

It looks like we will be seeing progress in the near term and this is the start of a long list of impactful news....

Hopefully you have extensive knowledge of the ASX and costs of foreign exchange and trading illiquid shares and wont be making a mistake that will cost you a hell of a lot of money @Bens_sipp?

(you can lead a horse to water ....etc.)

Thats even worse...

This is an anonymous Chat Board, who does he think he is impressing...sad really.

@Bens_sipp That would increase your exposure to risk massively, investing in two companies for the same project. Plus they are illiquid with a massive spread, you will lose money the minute you press the button.

We were told last week in the Washington Post that a data room was open for a potential partner. Do you honestly think massive investment and partnership deals are negotiated in a week or a month?

Have a nice weekend @crustyPete, maybe take a walk to clear your head and re-read my posts to alleviate your confusion...

I will make it simpler for you @crustyPete,

Imagine you and your friends are building a giant Lego tower (that’s the company). Right now, the tower isn’t very tall, and some people who helped build it earlier are a bit sad because it’s not as big as they hoped...

The people in charge (the Directors) just got a special promise. The promise says: "If you keep working on this tower for 3 more years, we will give you some free Lego pieces as a thank you."

The rules say they have to wait 3 years. But, there is a secret fast-forward button. If a big professional Lego builder comes along tomorrow and says, "I want to buy your whole tower right now for a lot of money," the 3-year wait disappears...

The people in charge get their "thank you" pieces immediately so they can sell the whole thing and go home happy. They want to find someone to buy the tower because it’s the quickest way to get their prize...

The Directors say "3 years" to show everyone they aren't going to quit tomorrow. It’s a formal promise to stay and work hard, but the "buyout" rule is like a "get out of jail free" card that lets them finish early if they do a great job...