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✅The story in Tanzania is ongoing with the ESP tests, but Colorado is where near-term commercial proof could land this week. Any positive confirmation could provide a catalyst for a bullish leg in the share price, even if the Rukwa story continues to evolve. 📈🚀

Cont…

The RNS also notes that further ESP operations at different pump frequencies and potentially deeper settings are likely in the future, meaning more stages of testing over longer timescales will provide a fuller picture of the reservoir and helium potential.

In short: the 20-day test was the beginning, more data is expected as the ESP programme continues.

Cont..

The purpose was to gather early operational data, validate the well’s response to artificial lift, and test surface handling of fluids, not to achieve full-scale production or definitive helium flow results.

The January–February 2026 window (26 Jan–14 Feb) was just the first stage, with the full ESP programme and different pump frequencies/timescales expected to provide more detailed, actionable insights into helium concentrations, gas-water ratios, and reservoir performance.

In short: this was the test phase, and the story is only beginning.

@Blubay, the ESP test was always framed as an early-stage production tool, not the final word on helium yield. Flow rates shot up six-fold, helium stayed consistent, and the well re-pressurised quickly, all signs the reservoir is healthy and responsive.

This RNS was the opening act; different pump settings, longer tests, and further wells are still to come. The story isn’t over, it’s just starting to show its potential.

Yesterday’s RNS was not about proving reserves or headline production rates, it was about proving deliverability and system behaviour, and it succeeded. The ESP increased flow six-fold to ~15,000 bpd (peaking 16,400 bpd) while sustaining meaningful helium concentrations (5.4% average, up to 9.2%). Rapid pressure recharge after shut-in indicates strong reservoir support and connectivity beyond a single well.

Some have asked why a headline “helium flow rate” wasn’t given. That’s because the test was primarily an ESP performance and reservoir behaviour test, not a calibrated production test. The well produced a mixture of water and gas, and with dilution from the Karoo aquifer and incomplete isolation of the basement interval, the gas-water ratio varied. At this stage, reporting concentrations and system response provides more reliable engineering insight than quoting a single flow number that could misrepresent ultimate production potential. Future wells and improved isolation will allow more precise production metrics.

Importantly, dilution from shallower aquifers suggests upside: deeper basement fluids are expected to carry higher purity helium once well placement and completion are optimised. Water handling, a key commercial hurdle, was successfully managed, removing operational uncertainty.

This programme proved artificial lift works, confirmed helium transport to surface, and delivered the reservoir data needed to optimise development. Next comes further appraisal, targeting higher-quality zones, and a formal farm-out process to secure an industry partner; a major de-risking step. Meanwhile, Colorado production and potential CO₂ monetisation provide nearer-term catalysts.

Flow proven. Helium confirmed. Reservoir responding. Development path opening. 📈

GLA and keep the conviction while others are doubting. It’s all in black and white 📄🚀

Today looked like a classic micro-cycle:

⬆ spike — RNS hits, momentum traders pile in

⬇ cool — profit taking + hot money rotates out

➡ base — volume churn builds a new floor

⬆ next leg — fundamentals take over from hype

The ESP results (fantastic as they were) weren’t the destination, they were the ignition test. We now know the well can be lifted, flow engineered, helium sustained, pressure supported, and water handled. That turns theory into operational reality, exactly the data partners, engineers and financiers need to model development properly.

Next comes interpretation, optimisation, further targets, and the farm-out process. Add Colorado production momentum and tightening helium supply dynamics, and the narrative shifts from “does it work?” to “how big can this become?”

Closing at 0.71p after a huge run isn’t weakness, it’s consolidation.

Foundations first. Structure next. Then lift.

The first chapter has been written, the story is only beginning.

🧨🔥🚀

Fair point @Clemdave, but this RNS wasn’t designed to prove reserves.

Reserves require extended flow data, pressure behaviour and multi-well modelling. This update was about demonstrating flow performance and moving toward development, not booking volumes.

Positives were clear: stable engineered flow, data to support development planning, rapid pressure recharge suggesting scale, and the formal move to secure an industry partner, a key de-risking step. The language is shifting from discovery toward commercial development.

A partner process could take a few months, though discussions often begin well before they’re announced.

In the meantime, Rukwa appraisal work continues while Colorado production and potential sales contracts provide nearer-term momentum. 🧨🔥🚀🚀🚀

Afternoon lift looks locked… higher into the close? 🐋🚀🚀🚀

Picked up a few on the dip with a view to letting them go again if we see mid-0.70s. Volatility cuts both ways, and sharp pullbacks often bring opportunistic liquidity.

Not advice, just taking advantage of price swings while the wider story continues to unfold. 🔥🚀

I see skies of blue, and pressure that’s true,

ESP humming as the data comes through.

Tests still unfolding, the story not done…

value is building while the market sees none.

And I think to myself…

what a helium world.🎶 🚀

Let’s weak hands move. Blue by close IMO 🔵🧨🔥🚀

Whether the “whale” rumours are krill-ing it on the accuracy front or just making waves, one thing is clear….. sentiment around Helium One Global is starting to breach the surface.

Let’s keep it factual:

• The recent flow results confirmed helium is present and mobile…. the key technical risk has now been significantly de-risked.

• This was an early-stage flow test, designed to confirm deliverability and reservoir behaviour… not full field optimisation.

• The Extended Production System (EPS) phase continues, with longer-duration flow and stabilisation data expected to refine rates and reservoir performance.

• Different test durations and choke settings will provide a clearer picture of sustainable production potential.

• Each data point reduces subsurface uncertainty and supports future development planning.

Now back to the whale 🐋

If a deep-pocketed investor is circling, they’re likely sniffing the same thing the market is beginning to recognise:

scarcity + strategic helium supply + confirmed flow = serious macro value.

Even if the whale turns out to be more of a porpoise, the fundamentals remain ocean-deep.

EPS continues. Data builds. Risk falls. Value clarity rises.

Stay buoyant.

The RNS today confirms that Helium One’s early-stage Electrical Submersible Pump test at ITW-1 has been successfully completed, producing up to 16,400 barrels of fluid per day, a six-fold increase over natural flow during the 2024 Extended Well Test. Helium concentrations were sustained at 5.4%, peaking at 9.2%, demonstrating that helium is consistently coming to surface.

Importantly, this was an initial production validation, not full commercial production. The ESP ran continuously for over 450 hours with zero downtime, proving both operational reliability and manageable water handling at surface. Reservoir pressures re-pressurised quickly after shut-in, indicating strong reservoir support and connectivity.

The next stages will involve further ESP optimisation, additional testing, and potentially new wells to better understand helium distribution, gas-water ratios, and Basement/fracture system performance. Different flow rates over different timescales will provide more granular data to guide development decisions and partner engagement.

This RNS is extremely positive: the well is producing reliably, the ESP has exceeded expectations, and the project is now positioned for a strategic farmout to bring in an industry partner. For investors, this early-stage success reduces operational risk, validates the helium system, and sets the stage for commercial development.

The message is clear: the southern Rukwa project is advancing, the ESP program is continuing, and Helium One is steadily moving from exploration towards a scalable helium production operation.

Bid getting higher as we move into close. 🔥🚀

….. please keep arms and beverages inside the ascent. 🚀

Bullish close: 0.90 – 0.95p- I am never wrong except the days I am. 🧨🔥🚀

…. and the chart’s starting to loosen its tie. 👔🧨🔥🚀

The DJ’s tested the sound system, the lights are on, and the dance floor looks suspiciously like a launch pad. 🧨🔥🚀🚀🚀

Basement fractures behaving… and so is my bullish heart 💙📈

🔥🚀

Let’s hope it’s a big blue whale 🐳🐳🐳🐳🐳