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I will cite another tweet dated 7 Feb 2024 from Helium One:

"The RESULTS we have ACHIEVED from Itumbula West -1 well, F L O W I N G helium in such SIGNIFICANT CONCENTRATIONS , has CONFIRMED a GLOBALLY unique helium producing P R O V I N C E... HE1 CEO, Lorna Blaisse."

Comment: This is the SAME DAY to coincide with Mining Indaba which I have just posted. NOTE THE IMPERATIVE WORD:

" P R O V I N C E." Anything that is a province scale is Tier 1 potentially. That is what majors look for ie province scale, hence why it is globally significant as norm.

Link: https://twitter.com/Heliumone1/status/1755130814969283013 7.2.24

Just going thru HE1's Twitter to see if I missed anything:

"The FINDINGS of HE1 was RELEASED the SAME DAY the Deputy Minister for MINERALS, Dr Steven Kiruswa at the ongoing @MINING INDABA 2024 in South Africa, RE-AFFIRMED the country's COMMITMENT on undertaking mineral surveys on critical minerals presence. [Article embedded : "Major breakthru in helium -Daily News."

Comment:

This is the MST Financial Energy Forum held in South Africa in which NOBLE HELIUM attended and presented their project. It is at this conference that NOBLE MENTIONED HELIUM ONE ON MORE THAN 1 OCCASION [I counted quite a few ]. Minchin mentioned that the Deputy Minister is keen on the HE1 story as it will bring investment to Tanzania. Whether this is the same Deputy Minister, nevertheless, it will be a Deputy from the Mines division. Herein, the Tanzanian govt is taking an active interest in Helium One ie visiting Itambula during drilling, engaging with HE1 etc. From recall, the article mentioned the comments from the Tanzanian Chief Geologist on the helium rising to surface etc. IT WAS VERY ASTUTE OF OUR CEO, LORNA BLAISSE TO HAVE DONE THE ABOVE GIVEN THAT ALL THE MONEY MEN ATTENDED as the forum was organised by a Australian broker.

Interesting that HE1 wanted the RESULTS OUT on that MAJOR day as above. Link: https://twitter.com/Heliumone1/status/1755219761359659248 7.2.24

Sourced from ST, USA. Please dont chide.

The interview by Lorna Blaisse, CEO of Helium One yesterday with D.L. of London South East was a nice surprise. I have been watching a lot of interviews done by Minchin, former CEO of Helium One @Director's Talk, Malcolm Graham Wood, Crux Investors etc. He has dealt with many specifics eg markets, capex etc in rather great detail. In particular, he has covered PATH TO PRODUCTION /construction within a SHORT SPAN OF TIME from discovery. Therefore, prior to Lorna's interview yesterday, that was all one had to go on.

Lorna's interview CONFIRMED the "path to commercialisation" and "monetisation" and it would appear it will be via "PARTNER [s]". From this, on reflection, I gather this has been PLANNED QUITE A LONG TIME ago, even in Minchin's time. However, Lorna did indicate that some metrics have to be worked round and I think that the result was even better than previously expected ie Minchin's time. I am not sure but I will read it again.

Suffice to say, Mather said it take 16 YEARS TO GET A MINE[in general] to the stage of production ie copper & gold. Today, Master Investor's has written a new article about the CHALLENGES of having to raise billions for capex. So, pleased to hear Minchin say capex is $50m which is tiny in comparison.

LIFE CYCLE OF A JUNIOR MINER

In the chart, just when a junior is embarking on the journey to production, investors have long gone due to the length of time as said. Here, the situation is rather UNIQUE and a great welcome. For this reason, some will not be on this journey but it is one in which , a/c to text book , tutes may enter?

PARTNER

Lorna said a lot happening and many moving parts. So, I think one morning, one may wake up to news akin to all the other mining plays like at Cascabel , Havieron etc. Well, that is what the American VC based in the UK has tweeted which is based on what Lorna said ie news [partner etc?]. So, herein, is the state of play. News, 23 Feb 2024 [Fri] Share price 2.45p [mid] & mkt cap /£91m. Would be nice to have more MEDIA article in days to come. DYOR. NIA.

Roger Jolly. Recommend.

I am going with this American VC who is a UK based investor in HE1. He posted Lorna Blaisse's interview and tweeted a sentence. The STAND-OUT from the said interview was PARTNER [not sure partner or partners] and the said VC thinks so as well. This is, let say the DEFINITIVE to the interview entitled: Path to commercialisation of the discovery at HE1. How can one commercialise without CLARIFICATION of going it alone or with partner/s? So, Lorna mentioned it herself ie partner.

If one looks at many mining co's, even say Havieron, its a long , long way to commercialisation. But Minchin explained many a time, they can go into production fairly quickly. Lorna Blaisse mentioned : "MONITISE." As I said , Tanzania sees the Helium One story to bring in investments into the country --usually govt's prefer majors as partners.

So, waiting for if and when , the news drops. Meanwhile, the Gas World article today with the interview link was of interest. On Linkedin, I saw on Lorna's page, she showed a picture of herself at a GAS WORLD CONFERENCE. So, today's Gas World article has gone round the industry circles.

Agreed about Baker Hughes.

One comment: I am not sure WHY that particular gent posted. From what I know of other oil co's - they call in big well known firms & consultancies. Even for the HE1 CPR, SRK were called in. This gentleman must know the procedure and he must know that there will be experts in attendance etc. I dont work in this industry but surely, it is norm.

Typo: Prepared, not prepare.

On Linkedin, I saw the TOP of the page and SAW THE LOGO of the American VC invested in Helium One. He is also on Twitter and he is the one that made £200,000 on Helium One. He has tweeted yesterday or day before and it is interesting what he said. Even on the PRE-RESULTS, he has proven to be correct.

In the USA, some posters have said that their broker firm have asked IF they want to lend their shares. For many stocks, they show the RATES in which they are prepare to pay for loan of the individual stock. I think some time ago, someone asked their broker and the reply was , NO THEY DO NOT LEND OUT THEIR STOCKS. LoL.

Didnt the Gas World article today, 23.2.24 print out the transcript from Lorna Blaisse's interview with London South East ie "INDEPENDENT LAB TEST on site"? And not waiting but sent?

I posted last night from a interview that Minchin did with Malcolm Wood. Minchin said $350 -$375 from recall and heard that it even goes to $1,500. Minchin said they will export to markets like Japan, Asia & Australia. Mr Wood said than where Helium One was located, it was an advantage. Kindly check my post last night to see the figures and link.

I clicked link to page and got it thanks. But thanks for the link and print out for everyone to see.

LoL , the researcher has said "economic". However, that said, the data per the interview is being analysed etc from recall.

FOR COMMENTING:

Usually, a professional has to see all the data. So, commenting on a unique Rukwa play of helium & hydrogen and jumping the fence BEFORE full data is published? Even the Tanzanian Chief Geologist has commented in a very positive light. Hmmm, must say this is all rather hmmmm.

I have even gone to Lorna Blaisse's Linkedin, and nothing. I am 100% sure. So, can anyone kindly give me the link again and I will CLICK on it and since my Linkedin is open, I will be able to see the COUNTER COMMENTS to the 2 posts. Thanks.

I have just SIGNED IN to Linkedin and went to "HELIUM ONE GLOBAL LTD, Mining, Oyster Bay, Dar es Salaam."

There is NOW NO MORE comments as given by the poster on this forum, NAMELY 2 COMMENTS ON THE INTERVIEW.

--GONE.---

Re: above title, 2 posted on HE1's site - one a research student [akin to] and the other is an American who runs a consultancy. However, the consultancy link doesnt say much from 1 glance. There are ALSO 2 COMMENTS to both these postings. BUT, I HAVE TO SIGN IN TO SEE so there appears to be a COUNTER COMMENT as norm [if there are comments to the post/s].

LORNA BLAISSE

She has 17 years of experience and Minchin is formerly a Rio Geo. Lorna has senior experience as project Geo & Reservoir Geo for Tullow when they hit it big. So, that is factual.

LONDON SOUTH EAST INTERVIEW WITH LORNA BLAISSE.

Gas World has PICKED UP the said interview and written an article today and provided the interview. In the USA, co's do not just release PR [or called RNS in the UK] as CORPORATE COMMUNICATION can also be via SOCIAL MEDIA like Twitter and so forth. So, obviously, the above interview was cited and link give to GAS WORLD readers [industry].

QUESTION:

Has anyone seen the 4 comments to the two who posted on Linkedin? It would be interesting to see. Also, the GAS WORLD article had more details so it appeared rather premature to comment without having read the article or RNS, dont folks think?

Gasworld : " The focal point for industrial gas news, conferences." Etc.

The article above about Lorna Blaisse's interview with London South East yesterday and article in now on the landing page of Gas World at link: https://www.gasworld.com WORD GETTING OUT IN THE GAS WORLD.

Contd:

"Moving forward, we would be hoping to harness what's in the earth to GENERATE ELECTRICITY to power any plant, that would keep our CAPEX COSTS down. BASEMENT DST .... She said she would EVALUATE THE HYDROGEN findings, WORKING WITH OTHER OPERATORS. There is a lot going on in the background, and a lot of moving PARTS. OUR IMMEDIATE INTENTION IS TO ----------M O N I T I S E --------as QUICKLY AS POSSIBLE." --Lorna Blaisse. [Re: Gasworld, 23.2.24].

Media just out as above. https://www.gasworld.com/story/helium-one-analyses-itumbula-west-next-steps/2134582.article/

22 mins ago, Fri, 23 Feb 2024 [time now 12:20 noon].

"Speaking in a presentation with London South East, she said, "We look forward to ACCELERATING our development plan as quickl as we can." "Describing the developments as a TRANSFORMATIONAL opportunity, Blaisse said. There is a lot of data we are unravelling, its shifted our mindset slightly, to see how we develop. We are working in the geologically unique Rukwa region Basin , we are FLOWING high concentrations of helium to SURFACE, and those concentrations are far higher than other pure helium producing fields globally. Many US & Canada fields have hydrocarbons as a by product and less than 1% concentrations." "...TAKEN THE MARKET BY STORM,." "The sampling and FLOW TESTING were analysed on site , so we are very confident what that 4.7% tells us. We will be sending some samples off to the lab but we are not waiting on them to MOVE to OUR NEXT STEPS., and that is an IMPORTANT MESSAGE to get ACROSS. ...well, we TESTED IT, AND HAD OUR OWN I N D E P E N D E N T VERIFICATION at site." [The article provided a link to Lorna Blaisse's interview with London South East yesterday.

Please check as I am copying from the article by hand. MEDIA STARTED - I didnt dare say so earlier LoL.

If one looks at the Helium One Twitter A/c, one will see officials from Tanzania visited Itumbula, Rukwa. At the MST Conference in SA, Noble spoke about their helium project and he mentioned Helium One [Deputy Minister of Mines gave the keynote speech]. Minchin said that the Tanzanian govt ie Deputy Minister said that it is a good story for their country in terms of investment. This leads one to conclude that the TANZANIAN GOVT is taking an active interest in Helium One [see Tanzanian Chief Geo's positive comment on HE1's result]. Lorna Blaisse , CEO of Helium One in her interview with London South East said they are engaging about LICENCES etc [Minchin also said so]. If one were to apply other examples, then the govt will have some say, at the very least about PARTNER/s for Helium One - be it international big names etc. So, what will be awaited is who are the partner/s for Helium One as per Lorna Blaisse as and when it is RNS/ed as norm. Minchin also mentioned that EXPORT markets are eg Japan, Asia and AUSTRALIA. In Australia, Santos in the Northern Territories is expected to close their helium facility shortly [or have done so] due to lack of helium feed. Graham Woods said that Helium One is in an advantageous position being where they are. HE1's project has been long in the making , hence why many academic uni's have been involved.

The title is what the interview was about. That is from the CEO herself. Two points : Tanzanian govt & licences & whilst Minchin has previously outlined the path to commercialisation, Lorna has confirmed as the new CEO, HE1. Further, from Lorna's own words, PARTNER/s was mentioned - that again, Minchin mentioned and confirmed by Lorna [she said that must come via RNS as norm].

In addition, helium & hydrogen PRODUCERS were reached out to and this is good.

If we , as ordinary pi's even mentioned the word, partner or partners, then likely to be classed as tis and that. So, in Lorna stating that in the background, things are moving along as she related, that is positive going forward. We , as pi's have not been kept in the dark. DYOR, NIA.

Fri, 23 Feb 2024 If anything is in error, please just correct as we all rushed to listen and I did not take notes.

Minchin speaking to Malcolm Graham Wood [Core Finance].

https://www.youtube.com/watch?v=P4WTv0kvYA

"$1.5m /well. HELIUM PLANT $50M vs hundreds of millions for oil [he means as a perspective for capex]. Helium 100x.

GRAHAM WOOD: YOU CAN GO ALMOST STRAIGHT INTO PRODUCTION. ENGINEERING studies, Licences . TRUCKS -lid.-ISO trucks-trailer, drive to PORT [Dar es Salaam to Japan etc]. Graham Wood: International market? Location: Wood : gives you an advantage. Under-supplied mkt [Minchin] - fill the gap. Price is lack of supply $350-375 per mcf some paying up to $1,500 [hearing]. £

LORNA BLAISSE, CEO OF HELIUM ONE-INTERVIEW WITH LONDON SOUTH EAST, THUR, 22.2.24

Minchin mentioned ENGINEERING, licences --same as what Lorna Blaisse said relating to the title of the interview: Path to commercialisation. [2.8p-10p :Minchin]. LARGEST HELIUM PROJECT IN THE WORLD. We will be in a comfortable place."

Graham Wood the Oil Man. All relevant still as to path to commercialisation. DYOR. NIA.