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Fair point on the monatomic nature of helium atoms! Though I think you meant Group 18, not 1B (unless we're looking for gold helium!). Science aside, the industrial 'molecules' we need for the AI boom are in short supply, and 9.2% concentration in Tanzania is the world-class answer regardless of the shell structure."

HE1’s 9.2% Helium concentration in Tanzania is virtually unheard of globally.

While Qatar processes 1,000 units of gas to get 1 unit of Helium, HE1 only needs to process 11 units.

This means higher margins, lower costs, and faster setup. It’s the ultimate prize for a Major like Linde or Air Liquide

The Middle East war has changed the game. Qatar Energy declared Force Majeure on March 4, effectively severing 30% of the world's helium. Industry analysts (Gas World) are predicting spot prices to spike 50%+. Majors are desperate for secure, non-Middle Eastern molecules. HE1 is the answer.

​Lorna isn’t asking for a handout; she’s auctioning off a life-raft to companies that are drowning in a supply crisis. With 5.4%–9.2% Helium, HE1 has the best "raw material" in the world.

​The Major provides the "Plumbing" and the "Chequebook." HE1 provides the "Wealth." At 0.71p, we are sitting on the launchpad of a deal that de-risks this company forever.

​Most of the world's helium (like in Qatar and the USA) is a "byproduct" of massive LNG operations. Their concentration is usually around 0.05% to 0.1%.

​The Math: To get 1 unit of helium, Qatar has to process 1,000 units of natural gas.

​The HE1 Advantage: At a peak of 9.2%, Helium One only has to process 11 units of gas to get that same 1 unit of helium.

​The Verdict: HE1 is effectively 90x more efficient at the wellhead than the global giants.

​2. Commerciality: The "0.3% Rule" 📏

​In the helium industry, anything over 0.3% is considered "commercially interesting." Anything over 1.0% is considered "High Grade."

​HE1 is hitting 5.4% sustained and 9.2% peak. * This puts the Rukwa project in the top 1% of all helium deposits ever discovered on Earth.

Every chip manufacturerd needs Helium and we entering the world of AI Data Centers Dyor

The "Concentration" Factor (The Quality)

​This is where HE1 has a secret weapon that Qatar doesn't:

​Qatar's Gas: Is very "diluted." It is 99.9% natural gas and only ~0.1% Helium. They have to process a mountain of methane to get a molehill of helium.

​HE1's Gas: Is highly concentrated. The RNS you saw showed 5.4% to 9.2% Helium.

​The Reality: Because HE1's gas is 50–90 times more concentrated than Qatar's, HE1 can produce the same amount of helium as a giant Qatari plant using a much smaller, cheaper facility.

Https://www.telegraph.co.uk/business/2026/03/08/britain-two-days-gas-middle-east-flow-runs-dry/

Https://www.telegraph.co.uk/business/2026/03/08/britain-two-days-gas-middle-east-flow-runs-dry/

While everyone is chasing NVIDIA (chips) and Microsoft (software), the smart money is looking at what makes those technologies actually run. That secret ingredient is Helium, and Helium One (HE1) is sitting on a world-class supply at exactly the right moment in history.

The world used to rely on Qatar for 30% of its helium. But with the Middle East conflict shutting down Qatari production and blocking shipping lanes, the West is facing a structural deficit.

​HE1’s Trump Card: Tanzania is a safe, friendly jurisdiction.

​The Concentration: While most helium is a low-grade byproduct (0.1%), HE1 proved 5.4% to 9.2% concentration. This is "Elite Grade" gas.

#epp

Article in telegraph today about uk vulnerability to gas supplies.

for whether Britain could have been better prepared for this latest bout of market chaos, some would say yes. Chris O’Shea, the chief executive of British Gas owner Centrica, has long argued that the UK’s greatest vulnerability is its lack of gas storage capacity. He points out that while countries like Germany and France have 80 to 100 days of gas storage, the UK typically has a week or so at best.

Get the licence issued to Epp.

Every chip manufacturer needs Helium hold on to those shares dont let mm scare you

https://youtu.be/BwPqqYkqTCc?si=howsQY0WpU_azbp2

While Qatar remains the industry leader, HE1 is emerging as a significant challenger with enough underground resources to potentially meet global demand for 20 years. Management should revisit negotiations with Major partners to leverage their strengthened position. Given the world-class helium concentrations of 5%+, a significant farm-out agreement now seems more likely than ever.

Just live on sky news some dr speaking with news presenter Helium Qatar stoppage shortage will cause ripple across globe.

Lots of big trades good luck all! has the beast finally woken.

UJO flying, Trump saying drill drill drill baby, wish our leader take note and get this country energy security.

Millions in the bank and drill drill drill baby :-)

Fantastic news!!!!!!!!!! 2 billion Zinc in the ground worth, now a proper company.

Shuka has estimated a valuation of US$1.98 billion based on current London Metal Exchange prices, and where preliminary economic analyses has estimated pre-tax cashflow of US$1.84 billion, NPV10 US$0.56 billion and an IRR of 112% based on the development of two of the five existing non-JORC compliant historical resources. This valuation will be modified by further drilling, analyses and detailed test work. In addition to confirm possible cash flow a detailed mining plan will be required. However, as the project is based on brownfield resources this clarification will have the advantage of data that may be brought to JORC standards.