Member Info for PubCrawl

Helium One, sitting on a high-value asset, ready to let Nobel Helium take it for a spin and rake in some serious cash without lifting a finger.

The revenue potential here is no joke, with Nobel footing the bill for the lease, and Helium One potentially pocketing a tidy sum without the hassle of operations. Plus, this collaboration keeps the rig active.

Win-win! 🧨💥🚀🚀

GLA 💥🚀💹📈

*/^#9¥

like a good ****tail, all the ingredients are there; we just need time for the market to mix it right! 🍸 💥

gla 💥🚀💹📈

*/^#9¥

Target Share Price for Helium One

1. Current Share Price (Actual): 0.91 pence.

(Based on the current SP, although noted a large unwarranted drop of recent, hence this will likely be higher based on the SP growth between now and milestones below).

2. Exploration Success and Licensing Impact:

The major near-term catalyst for Helium One is the granting of a mining license. Should this happen, the company would transition from exploration to development, which typically boosts investor confidence and share price. Assuming positive news and progress:

Base Case (2-3x uplift upon licensing): If Helium One secures its mining license, this could significantly increase its valuation. Based on similar exploration companies in the early stages of resource development, we could expect a 2-3x increase from current levels. This would place the share price between 1.8 - 2.7 pence.

Bull Case (Higher uplift upon licensing and favorable helium market): In a more optimistic scenario where licensing is granted, further drilling results are positive, and helium prices remain high, Helium One's stock could see a larger uplift. A 3-4x increase could push the stock to 2.7 - 3.6 pence.

3. Bullish Case - Commercial Production & Market Sentiment:

If Helium One moves toward commercial production over the next few years, with stable financing, strategic partnerships, or off-take agreements, the stock could rise significantly. The bullish case could see a 5-10x increase from current levels over a longer-term horizon (12-24 months), placing the share price in the range of 4.5 - 9.1 pence.

4. Bearish Case - Delays and Challenges:

If delays in obtaining a mining license persist or there are challenges related to financing, resource development, or unfavorable political/regulatory changes in Tanzania, the stock could stagnate or decline further. In this bearish scenario, Helium One's stock could fall below current levels to around 0.5 - 0.7 pence.

Revised Key Catalysts for Share Price Movement:

1. Mining License Approval: This is the most immediate and significant factor. A mining license approval could result in a 2-4x uplift.

2. Further Exploration Results: Positive drilling results or expanded resource estimates will strengthen the company’s long-term potential.

3. Strategic Partnerships or Offtake Agreements: These deals could de-risk the project and attract more institutional investors.

4. Global Helium Market Trends: Rising demand for helium could increase investor sentiment and push valuations higher, particularly as the helium market remains tight.

Target Price Estimate Summary (with Actual Price):

Current Price: 0.91 pence

Base Case (license approval): 1.8 - 2.7 pence

Bull Case (license, market growth): 2.7 - 3.6 pence

Longer-Term Bullish Case (commercial production): 4.5 - 9.1 pence

Bearish Case (delays, no license): 0.5 - 0.7 pence

I remain a long-term bull with this beauty of a stock! 🧨💥🚀🚀🚀

GL

This stock’s like a top-shelf whiskey; it's going to burn at first, but the finish will be smooth and worth the wait!

GLA 💥🚀💹📈

*/^#9¥

This is no time to be a plonker; opportunities like this don’t come every day!

GLA 💥🚀💹📈

*/^#9¥

When Helium One is granted mining licenses in Tanzania, it could act as a major catalyst for the share price. The market would likely view this as a significant de-risking event, increasing investor confidence in the company's ability to move forward with its helium development and production plans. This could drive the share price up, potentially by a significant margin, as it brings the project closer to monetisation.

GLA 💥🚀💹📈

*/^#9¥

Helium One’s share price has the potential to climb significantly, possibly reaching between 6p and 10p, within 12 months, from the current 0.91p. That said, it’s important to remember that the journey won’t be smooth sailing, it’s likely to be a bit of a rocky ride. The key to seeing that potential rise will be hitting those crucial milestones along the way. Financing from off-takers and banks are key, and a joint venture would boost progress significantly.

I’m extremely positive about where things are headed, but this isn’t an overnight success story. It’s all about taking the long-term view, being patient, and keeping the faith as the company continues to make progress.

GLA 💥🚀💹📈

*/^#9¥

2 of 2

5. Regulatory and Legal Considerations:

Mining Licenses and Permits: Analysis of the regulatory framework in Tanzania, including the necessary approvals for moving into production. This section would also outline any risks related to potential delays in obtaining these licenses.

Land Ownership and Use Rights: Consideration of land ownership issues, access rights, and any other legal concerns related to the project.

6. Risk Analysis:

Operational Risks: Potential challenges in drilling, helium extraction, or maintaining production rates.

Market Risks: Risks related to helium price fluctuations and global market demand.

Regulatory and Political Risks: Any risks related to changes in local regulations or political instability in Tanzania.

7. Project Timeline and Milestones:

Detailed project timeline, including key milestones such as further drilling, completion of infrastructure, start of production, and first commercial sales.

By including these components, the feasibility study would give a clear picture of the potential resource amount in the Rukwa Basin and provide a roadmap for how Helium One Global can move from discovery to commercial production.

GLA 💹💥🧨🚀🚀

1 of 2

The feasibility study for Helium One Global's recent discovery in the Rukwa Basin should cover several key aspects to assess the commercial viability of the project. Here’s an outline of the potential content that investors want to see:

1. Resource Estimation:

Helium Concentration: Confirmation and detailed analysis of the helium concentrations (up to 7.6%) found at the Itumbula West-1 well. This would include an estimate of the total helium reserves in the Rukwa Basin.

Reservoir Size and Gas Volume: A calculation of the overall gas volume, both helium and any associated gases, across the identified reservoir. This would help estimate the potential helium yield.

Geological and Seismic Data: Detailed analysis of the geological formations to assess the size, depth, and structure of the helium-bearing reservoirs.

Potential Production Rates: Estimation of how much helium could be extracted over a set period, including an assessment of the decline rates and total recoverable helium.

2. Technical and Engineering Aspects:

Drilling and Extraction Methods: Evaluation of the best extraction techniques based on the reservoir's characteristics. This may include details on the type of wells needed, drilling costs, and necessary infrastructure.

Processing and Purification: Outline of how the helium will be separated from other gases and brought to market quality. Helium often needs to be purified to a high grade for commercial use.

Infrastructure Needs: Identification of the necessary infrastructure, such as pipelines, processing plants, and transportation options (such as liquefaction plants for helium export). The study would also consider the availability of existing infrastructure in Tanzania.

3. Environmental and Social Impact:

Environmental Assessments: Evaluation of the potential environmental impacts of the project, including land use, water use, and emissions. The feasibility study would also outline any environmental permits required.

Community and Social Considerations: An analysis of how the project would affect local communities, including opportunities for job creation and potential social investments. This could also address any potential challenges with local populations and land use.

4. Economic Evaluation:

Cost Estimates: Detailed breakdown of the capital expenditure (CapEx) required to move from exploration to production, including drilling, infrastructure, and operational costs. Operating expenditure (OpEx) for ongoing production, processing, and transport would also be included.

Revenue Projections: Based on helium prices, demand forecasts, and projected production rates, the feasibility study would estimate the potential revenues over the life of the project.

Break-Even Analysis: A calculation of the minimum helium price and production volume needed for the project to be profitable.

Continued…

Helium One Global (HE1) presents a promising investment opportunity in the global helium market, currently trading at 0.91p with a 12-month price target of 10p. The company’s focus is on developing helium resources in Tanzania’s Rukwa Basin, where it made a significant discovery of high helium concentrations (up to 7.6%) at the Itumbula West-1 well. This discovery is especially valuable, given the global helium shortage and growing demand in industries like medical technology, semiconductors, and space exploration.

In addition to its Tanzanian operations, Helium One has diversified through a joint venture with Blue Star Helium in the United States, acquiring a 50% stake in the Galactica-Pegasus project in Colorado. This region is helium-rich, with initial concentrations of 3-6%, and the project benefits from well-developed infrastructure. Drilling is expected to commence in late 2024, providing the potential for quicker commercialisation and revenue generation.

The company is well-positioned for growth as it transitions from exploration to production. The Tanzanian discovery could lead to a shift towards production once feasibility studies are completed and a mining license is secured. Meanwhile, the U.S. project offers a strategic addition, reducing dependence on Tanzania and providing further growth potential.

Helium One appears undervalued, especially given the potential of its discoveries in Tanzania and its entry into the U.S. market. The 12-month price target of 10p reflects optimism about the company's future, assuming the mining license in Tanzania is secured and the U.S. drilling yields positive results. The ongoing helium supply constraints, coupled with rising demand, further strengthen the case for growth.

Despite these opportunities, Helium One faces some risks, such as possible regulatory delays in Tanzania, the need for additional capital to advance both the Tanzanian and U.S. projects, and exploration uncertainties, especially in the early stages of the U.S. joint venture. However, these challenges are typical for companies at this stage of development and could be seen as part of the natural growth process.

Overall, Helium One Global offers an exciting opportunity for investors looking to enter the helium market. With significant upside potential, the company’s dual projects in Tanzania and the U.S. could position it as a key player in a market marked by strong demand and limited supply.

GLA 💹🧨💥🚀

Zoffy, if only you could invest in future potential like I do! You’re clearly stuck in the present, missing out on all the long-term gains. But I get it, not everyone can spot a winner early on. Don’t worry though, your negativity is just shorting me before my inevitable rise. When I hit my bull run, you’ll be wishing you bought in. Keep watching though, I hear market crashes make the best comebacks! 😉

GLA 💹🧨💥🚀🚀🚀

Just a friendly reminder: I'm not here to make friends, and disagreement is welcome. However, if your comments about me are unwarranted or involve others' financial losses, expect a swift rebuttal. Play nice, or I’ll play back.

Helium One’s 5 BCF (est.) Discovery To Send Shares Skyrocketing!

This is the week 💥🧨🚀🚀

Feasibility study numbers could be released. 💹🧨💥🚀🚀

GLA 💥🚀💹📈

*/^#9¥

Slam-Dunk Binned 🗑️

GLA 💹🧨💥🚀🚀🚀 10p to £1 in will be insight

Oh, “deranged fool”, nice one, HexiMoron! When the vocabulary runs dry, insults always make for a strong intellectual fallback, right? But hey, I’ll leave the name-calling to you and stick with rising above it. Enjoy the view from down there.

GLA genuine investors 💹🧨💥🚀🚀🚀🚀

Oh Hehexormsmn, that’s so cute, maybe you should focus on counting your fingers before diving into the deep end with the grown-ups. Don’t worry, your piggy bank full of pennies is probably a big deal in your world. Just keep playing with your loose change while the rest of us handle actual investing. It's adorable, really. I mean, 10p must seem like Mount Everest when you're still learning how to climb the hill at the playground.

The real world is waiting... just maybe not for.

10p SP target, and some more, here is real and achievable ! 💥🚀🚀

GLA genuine investors 💹🧨💥🚀🚀🚀🚀

congratulations, Richar, BlowDog and Bobbi12. You have successfully managed to jointly destroy this once thriving community without needing any assistance from the usual suspects.

Your incessant posting and lack of meaningful contributions have truly elevated this board to new levels of banality.

Filter Bin 🗑️ for you three. I guess many on here, looking at your post history, will do the same.

Adios, champs

GLA genuine investors 💹🧨💥🚀🚀🚀

Top ‘analyst’ price target for shares in Helium One is 10p. That’s a 1207% increase from the last closing price of 0.91p 🚀🚀🚀

https://www.lse.co.uk/ShareChat.html?ShareTicker=HE1&share=Helium-One&thread=0FB1F05D-18ED-4D1A-B1F7-277D3009375C

GLA 💹🧨💥🚀🚀

PubCrawl LTD Research Note: Helium One Global (HE1)

Current Price: 0.91p | 12-Month Price Target: 10p

Houston, We Have Helium... and a LOT of It!

PubCrawl Ltd is bubbling with excitement over the upside potential of Helium One Global (HE1), and trust us, we don’t blow hot air. With its current share price sitting at a meagre 0.91p, we see astronomical potential on the horizon—well, at least as high as 10p within 12 months! Why? Let us take you on a fun ride through the helium-filled world of HE1.

A Commercial Discovery on the Brink

In the wild plains of Tanzania, something big is brewing. Helium One has locked onto a globally significant helium discovery at its Tai project. This isn’t just some random puff of gas either—we’re talking about a potential resource size of at least 5 BCF (billion cubic feet).

And the best part? The word on the street is that a commercial discovery announcement is imminent. We’re not talking “sometime next decade,” but a potential game-changing update in the very near future.

Mining Licence: Ticking All the Boxes

Here’s where things get really exciting. Helium One has already submitted its feasibility study, and it’s rumoured to contain some extremely encouraging findings. A mining licence from the Tanzanian authorities is expected to be granted soon—yes, soon in stock market terms, not in "when pigs fly" terms.

Given Tanzania's proactive support for resource development, we anticipate they’ll be giving HE1 the green light as soon as they’ve finished polishing the stamp. So buckle up, because this licence approval could send the share price skyrocketing faster than a helium-filled balloon let loose at a birthday party.

Big Upside Potential—Time to Strap In

At 0.91p, Helium One looks ready to blast off. With the possibility of a commercial declaration around the corner, a significant resource base of 5 BCF, and the Tanzanian government likely to hand over that mining licence sooner rather than later, this stock has the potential to float way above its current price.

Helium might be the second lightest element, but the upside potential for Helium One Global is feeling pretty heavy right now! We’ve got a 12-month price target of 10p, and if all the stars align in Tanzania, this could be an exciting ride for any investor looking to add some helium-powered gains to their portfolio.

So, grab your balloons and keep an eye on HE1. It might just lift you higher than you ever imagined!

PubCrawl LTD: Where research is always served with a rocket 🚀

Richar, I didn't realise you were trying to join the JollyRoger and BluFace club of condescending investors. Sorry, but you'll have to try a lot harder to impress me with your attempts to put others down for your own ego boost.

Keep trying, champ.

GLA genuine investors 🧨💥🚀🚀🚀

Hehexormsmn, I have no beef if someone disagrees with me. It’s when they attempt to insult me. That I will not tolerate.