Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://www.helium-one.com/wp-content/uploads/2021/08/21-08-11-Hannam.pdf
@leyser, so if you are holding 1.4m shares worth £300,000 (MORE THEN DM) and in 2021 you notice drill report delays, Twitter marketing miss posts suggesting drill not even started when it should have.. you would hold and risk everything? are you out of your mind... of course I sold last year, I ANNOUNCED I SOLD BEFORE RESULTS NOT AFTER, THEY COULD OF HIT THE HELLIUM... Muscles was even part of the ramping crew ? If they screw up again this year of course I will sell. if you are gambling with big numbers you have to play safe and know what you are doing, if you are investing 10k or 20k who cares.
As for the return to the 20s....you seem to have no idea the value of what they are drilling and why the sp rises, and why the sp will go back to mid 20's or 30's.. helium is now $800 mcf.... in 2021 it was $300mcf, if they hit they will be producing immediately 350,000 x $800 and mostly profits... do the maths the total helium reservoir at 10% which is super super high it's worth billions and billons and DM is not doing a good enough Job telling the market about this.
This helium in rukwa was known way before Helium One and https://en.wikipedia.org/wiki/Lake_Rukwa
AND ITS MUCH BIGGER THAN GREATLAND GOLD with a market cap of £360m That project is an Ant compared to this.
... but of course I was NEVER not going to re-invest back in at any price no matter Prize no matter the sp 6p 7p 8p or 9p when no-one has a clue what's going on with the drill ! no drill and its all meaningless !! so with a very high possibility of postponed drill for another year of course the sp will fall and investors will run away !....
DM just recently announced good reasons why there are delays and to fix an engine should be standard.. finally after 1 year i am finally speculating he will get it fixed and done, its risky but now time seems right and 5.5p seemed the bottom because the market had some clarity for the first time. yes a fund raise can happen but I sense the SP will keep rising now and announcements will for real come soon.
my decision to reinvest was based on believing DM will book the rig in the next few weeks otherwise DM will look like a total clown and his reputation will be shredded with the constant failed timelines that they are setting.
to make money you have to follow the narrative like a hawk and be the first to know and not follow the crowd. If the sp spiked in 2021 It will 100% absolutely do it again because the prize pool is mega with at 35% chance of a hit and yes I will De-risk a little in the 20's... to even put on me that DE-RISKING is a negative thing is outrageous ! i am always posting my live feeling and reasons to invest or not invest. Stocks go Up and Down. OF f'n course YOU BUY AND BOTTOM AND SELL AT THE TOP. so anyone telling me its wrong to sell or wrong to buy.. can f off. ITS THE STOCKMARKET
The SP valuations are here... these SP numbers are not made up.
https://www.helium-one.com/wp-content/uploads/2021/08/21-08-11-Hannam.pd
@josh, you know if DM pulls it off and actually hits Helium the SP will be around 80p to £1.10 It's about a 35% chance per drill attempt, the prize is so huge the sp in 2021 jumped to 20-28p pre drilling results. It will probably happen again.
https://www.ox.ac.uk/news/2016-06-28-huge-helium-discovery-life-saving-find
Actually Oxford university really helped discover this helium many years ago
New story on Helium one:
Helium One share price performance this month has been a story of two halves, with much of the month showing a strong and aggressive bearish trend which resulted in the company’s value dropping by 27 per cent.
However, this week, the company’s share price has started to gain momentum in the markets and is already up by over 20 per cent. The surge in price has cut the monthly drop in the value of the company to less than 10.
Part of the reason we have started to see Helium One share price starting to perform is due to the positive progress being made at its Rukwa project area in Tanzania. Earlier last month, reports of difficulties in their drilling projects in East Africa had resulted in a 23 per cent drop in its share price, which carried into much of September.
However, in the past week, the company has released details of the Rukwa project and its planned Phase II drilling campaign. The company also inked a partnership with Baker Hughes, an international gas and oil consultant, in preparation for its Tanzanian well drilling.
Helium One Share Price Analysis
Following the developments of the past week, which have triggered the current bullish push, it is highly likely that we may continue to see prices surge in the next few trading sessions. Today, Helium One share price is already up by over 3 per cent in the early hours of the trading session. The trend is also looking likely to continue throughout the session, and we might see it breaking today’s price high of 7p by the end of the trading session.
In the next few trading sessions, I expect Helium One share price to trade above the 8.5p supply level. Based on the current volatility in the markets and positive media coverage of the company, it is also likely we might see Helium One share price trading above the 10p price level.
www.investingcube.com/helium-one-share-price-as-weekly-price-surge-tops-20-percent/
investingcube.com
stupid alert muscles following he1 for 2 years and missing the bottom. congratz bro. you buy your cheap 10k rolex's, i buy houses with my trading. wake up make some money, stop being a stuck record and show some respect.
lots of eyes on Helium One, that is why the SP is rebounding so fast. People waiting to jump in.
https://www.**********.co.uk/articles/top-5-most-read-rns-s-on-vox-markets-for-wednesday-14th-september-2022-797dc6b
Also https://youtu.be/Ml8Nqe2El-8?t=319 << Zak Mir Looking at HE1 upside
sp is not being pumped at all ... DM answered all the questions about the issues yesterday.. that's why the SP is spiking hard... the followers are jumping in based on New information.... https://total-market-solutions.com/2022/09/helium-one-september-2022/ << listen to the new interview.
Market thought Rig was cause of delay ! but it's not ! The cause of delay its Baker Hughes time line, they will ship equipment when current project is finished. The Rig will be fixed and is not causing a delay.
License are no problem - rainy season is no problem - Rig will be fixed - Drill will happen.
ok i think i have some respect on the board because i don't pull any punches, been around from the start and I call bs and I praise opportunity.
There was no chance I would invest a penny in Helium One in 2022 until I knew what on earth is going on, I documented my concerns for all to see and the failed 2022 drill timeline was obvious to me and I documented and sp fall was obvious so yes I called it out hard and took the punches from shareholders, its ok.....however I always was waiting to get back in. Fact is He1 Sp skyrocketed in 2021 when drill was shipped to drilling from 7p to 20p "in 4 weeks" super super fast x3. If they book the drill again is it reasonable or not to suggest the sp will go from 7p to 20p again in 4 weeks ??? ABSOLUTELY IT WILL https://www.google.com/finance/quote/HE1:LON?hl=en&window=5Y (see for yourself and not even mentioning the 28p it actually hit) because history will repeat and investors know this. i'm betting on what happened in 2021 will happen again in 2022, I have no doubt (yes I was invested then 1.4m shares). The only risk to go "all in" now is if the there is another delay booking the rig or baker hughes get held up shipping equipment... but the rig, licences, rainy season isn't bothering me now because DM finally answered these questions. The rig has an engine problem and parts on order, they probably they have arrived and they will fix it. DM said in the interview its not the Rig causing the delay.. its Baker Hughes' other drill project waiting to finish.... so knowing the delay risks (although they are getting smaller by the day) now for me is the time to get in. ramping not ramping, whatever... the 1000000% fact is. The SP in 2021 DID Jump from 7p to 20p in 4 weeks and it will do it again. IF THEY GET THE RIG BOOKED. you will not get 7p with the RNS that says the rig is booked... no way.. not after 1000's of people waiting 1 year for this project. take this as you want. im here to make some cash, just sharing my knowledge and yes a placing could happen any time, but time ran out waiting for that 2 days ago when the sp bottom was hit. sp increase will offset any placing.
Really good interview, everyone needs to listen to it. licence are no issue, it seems Rig is no issue, talking as if its a standard fix? the Only delay for drilling is waiting for Baker Hughes to finish current drill project and then pack up and ship tools and NOT THE RIG ???? (listen from 8.45) Wow, what ???.. why didn't he tell the market this before ? this is really good news.
interview: https://total-market-solutions.com/2022/09/helium-one-september-2022/
@28j actually Researchers from Oxford and Durham universities discovered the Helium. The gas field contains over six times the world's current supply. He1 Problem is sorting a drill out, which is hopefully being resolved in a matter of days.
why im invested in HE1 even though there are some drill delay or non starter risks, my moans and complaints still stand... but now for me its worth the gamble. This is where you make money, foot of the hill for genuine x10
did you know...
Mcf" means one thousand (1,000) Standard Cubic Feet; "MMcf" means one million (1,000,000) Standard Cubic Feet; and "Bcf" means one billion (1,000,000,000) Standard Cubic Feet.
1/mcf if being sold for $1000
Helium One - Rukwa total prospect inventory is 138bcf unrisked (P50), the largest primary helium resource in the world
vs Greatland Gold - Havieron could contain up to 4.2 mega ounces of gold or equivalents or around £5bn
Greatland Gold is an ant compared to Helium one potential resource.
Yes ok No Drill no value..... but....If DM finally after 1 year sorts this Rig out in the next few weeks...then..... supersonic (again) ^^
@ D-Geeman Thanks for posting.
Can anyone cut and paste it ?
https://www.thetimes.co.uk/article/keep-your-trendy-oat-milk-im-sticking-to-the-burgers-h7wbmxmsw
I'm still expecting a Placing to happen any day however time is getting very close as the Rig could be fixed this week or next week... the RNS that says rig is fixed will snap SP back to 8p instantly and offset any fund raise at todays price, so its just a side bet of 900k shares, not the full intended 3m as there are a few risks and I still have moans... however key investment factors as mentioned in a previous post, the market hasn't really caught on to the new Helium Spot pricing reported sales over $800- $1,000/Mcf not the $350/mcf mentioned in 2021.. so basically a 35% chance to hit a potential production of 350,000 x $1000 a year is some prize if they find it....if DM is really talking about Jan/feb spud which is a change of position in previous RNS that they wanted to avoid rainy season, so I will go along with that ... i'm not entirely happy but only few more weeks until d-day Rig update which will be either a catastrophic non starter or euphoric lets go, I just wanted a slice of cake before that announcement.
I been re reading the RNS and 2 Major obvious things stood out that I overlooked before.
1) The parts for fixing the rig have been sourced and are in transit, well... in that case the parts could actually be delivered in a few days ?... which means this Rig could actually be fixed next week (it may not be, but it really could and people may speculate on this).. RNS of fixed rig would probably push SP back to 8p in 30 mins of trading and it would be impossible to pick up a few million shares at opening price as it takes multiple trades... this reality is bothering me as it would offset any placing.
2) I do believe DM regarding Spot pricing reported at over $800- $1,000/Mcf. I didn't realise Helium was now that expensive compared to $350/mcf in official 2021 presentations and to put that $1000/mcf in an RNS is a very big deal, if Liberum or any other broker were to alter the Mcf price for valuation then price target would go up from 19p to maybe 27p, it really is a multi billion ££ prize... So these 2 points are really annoying for me... and I have to be honest.... The new Helium price increases changes the value of the business and the prize is much much bigger than 2021. (my other concerns of course remain)
look don't get too excited about my comments, yes I admit the upside is huge with just booking the rig, as everything hangs on fixing, everyone knows the SP exploded in 2021 and it will probably happen again in 2023 if they don't screw up the PR, and most of the dirt is out in the open but with many questions unanswered, also Market cap dropped 10m in the last few weeks to reflect the situation. I won't flame this chat any more. ive said enough. Good luck.
look, i'm still really angry about the 2021 drill fail's... cost me so much potential profit £100,000s..., i get annoyed about the false drill dates...and obvious delays... and clear problems.. but to be fair the project is potentially amazing "if" and like some of you say i don't disagree the sp will skyrocket like last year back to 20's ONLY IF THEY GET THAT DRILL FIXED !! so just wanted to give a bit of balance rather than me being so annoyed.
What Shareholders want to know !
Q, When is the deadline to renew the drilling licences ? Why are you renewing so close to the expire date? is there a chance of complications of Licence renewal? Should shareholders be concerned ?
Q, The Risk of Drilling success according to your own Nomad is only 35% success per attempt, how many drills are you intending to do and how flexible is the Drill contract you intend to sign, can you keep the drill for a year ?
Q, How many Drills are you Funded for ?
Q, What is the cost per drilling hole now?
Q, You are fixing a Rig in a Scrap heap, who is drilling the Crew? have they ever drilled Helium before ?
Q, you are drilling in Rainy season, are there any risks of possible delay
Q, when do the parts arrive to fix the Rig? when can shareholder expect to be updated if successful fix or not ?
Q If the drill is fixed then when do you intend to sign for the drill
Q are there any partners interested in splitting costs
If they did have the cash that is the number 1 thing to shout out in every interview and in any RNS the word "Fully Funded"..... They are not saying this now.... you shareholders will fund the delayed project..... They need to hit that fund raise button immediately to stop the rot ...the lower the SP the higher % amount RIP will happen on fund raise... the SP will keeping falling as it has been doing the last 6 months as the drilling will be minimum 6 months away. there is no happy build up, nothing booked, rig needs fixing, license could be a worry, rainy season could push project back further, every date set since conception has been broken or not hit.... everyone just wants to invest in a drill project, but now people are investing/hoping if they can fix a drill on time ?? never seen anything like it
Downside risks to push sp lower:
2023 Fund raise instant -30% rip
Possible Drill license renewal problems,
Fact: Rig is sill broken ! trying to fix it has being going for months now, its possible they can't fix it and need more parts, the life of the drilling program is in the hands of a car mechanic shipping parts from around the world, are you serious ! probable additional months of delays as per track record of constant can't get anything done on time or according to the plan. More shareholders waiting for that RNS month after month.. not knowing when or how. this will rip the SP again
Rainy season delays
6 Major risks factors as per RNS: HOW MANY THINGS NEED TO LINE UP?? DID YOU READ THIS ?? (i added the numbers to help) "Timeline to drilling (in January 2023) commencing is contingent on contracting with Baker Hughes, (1 risk) the completion of operations and (2 risk )release of equipment from Southern Africa, (3 Risk) as well as the successful completion of ADC audit (4 Risk) contracting, and export approval for the rig in Kenya." what da f did I just read
you need all the planets to line up just to book a rig... 4 real. if one thing falls apart then Drill project is delayed or probably cancelled.
No matter your view or what you say the SP trend is down and delays have been and are causing SP to fall and fall, for the last 6 months its down and down and down -22% in 30 days, -31% in 6 months and also -31% for the last 12 months
https://www.google.com/finance/quote/HE1:LON?hl=en&window=6M
Still No Project is booked, HE1 is way overvalued due to this total mess and minefield of risks to just booking a flip'n Rig
Talk of Spud being 6 months away is more likely 9 or 10 months away at best according to track record of false exaggerated time line.
Is there an Upside potential where SP can take off....?
honestly, over the next 2 months I can't see it. I just see false hope from ramping shareholders.
Ok if the Valuation was like 20M but HE1 still Valued at a super crazy £37,000,000.. where is the short term upside?
The risks of a non starter are incredible.. you are not investing today on a drilling project, you are gambling they can get this rig fixed and delivered on time for the parts and equipment from other drilling project to arrive?
the Only 1 Investing condition happens
Rig is 100% booked and they have raised the Cash to fund 2023 Drilling.
But to raise the Cash is a further -25%-30% hit to the share price because they add 200 million new shares which has already been passed by AGM and they have the NOMAD in place to do it. So its 100% coming.
..but today the Rig isn't booked and they don't have the cash for 2023 so they want YOU to buy shares so they can pay for these delays and mess.. *its not a fully funded project like it used to be* .yes I was a shareholder 1.4m shares and annoyed that they booked the wrong rig for 2021 drilling, I sold out pre results because I could smell a rat and 1 year later they are st