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Any chance of some blue shoots by COP, Mr Market Makers? 🔵📈

Loving this debate, genuinely good tennis 🎾

One side’s arguing when value gets rubber-stamped, the other’s arguing what moves the market. Both can be true without cancelling each other out. Flow data is the spark (and under AIM rules, it lands when it’s material), certification is the seal that follows. First you hear the gas in the pipe, then the consultants measure how long it stays there.

Different chapters of the same book, and frankly, it’s refreshing to argue about deliverability vs valuation rather than whether there’s anything there at all.

🎾 🔥🚀

How to keep derampers busy: click this very serious Google link, type literally anything, and voilà… the most up-to-date HE1 research appears. No quibbles, peer-reviewed by the market itself. Guaranteed to turn even a sceptic into a helium scientist 🔬😄

https://mrdoob.com/projects/chromeexperiments/google-gravity/

Reading about new entrants securing blocks is useful context; HE1’s southern Rukwa licence is ~480 sq km, bigger than the Isle of Wight. City-scale acreage isn’t something you stumble into once helium becomes fashionable. 🔥

This article is another data point that helium is moving into the same category as lithium was a few years ago: scarce, strategic, geopolitically sensitive, and suddenly competitive. HE1 isn’t late to this party; it helped start it.

https://www.zawya.com/en/projects/mining/uks-hotspur-helium-signs-mou-with-jordan-to-explore-helium-in-dead-sea-region-mgna4t3b

this article doesn’t compete with he1’s story, it legitimises it. it confirms that the market is waking up to exactly the kind of asset he1 has been building toward: scarce, critical, non-substitutable, and independent of hydrocarbons. 🔥

https://www.***************************/natural-hydrogen-and-helium-emerge-as-new-resource-frontier/4121237199

This article isn’t bearish for HE1, it explains why the helium market is fragmenting. In fragmented markets, reliable, geopolitically safe supply wins. HE1 is positioning itself exactly there. 🔥

https://www.gasworld.com/story/asia-impacted-most-by-helium-headwinds-says-air-products/2172192.article/

While today’s headlines shout critical minerals, the subtext is supply-chain security for irreplaceable resources. Helium sits squarely in that camp, essential for defence, semiconductors, space and healthcare, with declining legacy supply. As governments scramble to secure strategic materials, new, proven helium producers like HE1 quietly move from nice to have to strategic necessity. Macro wind at the back, execution at the front.

🧨🔥🚀🚀🚀

Feels like one of those days HE1’s been overdue for… you know, the kind that starts with 5%+ and makes people pretend they “always knew.” 😏📈

@broomtree

Sweeping everything away again, I see. Calling early Colorado revenues “fanciful” while trailers are literally being filled is less analysis and more… vigorous leaf-clearing.

No one’s claiming fairytales or broker prophecy, just recognising that production, cash flow starting, and staged ramp-up exist in the real world, not imagination. You might want to pause the sweeping for a moment and look at what’s actually on the ground.

Sometimes the forest gets missed when you’re too busy brushing the floor. 🌳🧹

Pub & Crawl LTD – Helium One (HE1) Broker Note

Ticker: HE1 | Current Price: 0.455p | Market Cap: £41.07m

Summary:

Helium One has transitioned from exploration to execution, with operational progress now measurable across its key assets. The Pinon Canyon facility in Colorado has achieved first commercial helium production (December 2025), with each trailer valued at approximately $59,500–$102,000 gross. Current throughput is roughly one trailer every two days (~3 per week), generating early-stage cash flow and covering operating costs and landowner royalties.

Operational Outlook:

• Ramp-up will continue through additional well tie-ins and the integration of a CO2 liquefaction unit, increasing gross revenue potential.

• The company has structured its Colorado operations to meet initial short-term offtakes, providing both revenue visibility and operational validation.

• Tanzanian operations are progressing with preparatory drilling and reservoir testing, positioning HE1 for medium-term expansion.

Financial Considerations:

• Revenue generation is underway; early-stage cash flow is expected to accelerate in H1 2026 as plant capacity and production stabilise.

• Capital raisings totalling A$3.78m have been completed to support operational ramp-up.

Valuation & Target:

Given successful execution of both the Colorado and Tanzanian projects, early commercial revenue, and expansion potential, we consider a 5p end-2026 target price plausible, reflecting staged production ramp-up, revenue visibility, and strategic positioning within the helium supply chain.

Conclusion:

HE1 is transitioning from exploration to active helium production, with clear revenue pathways and operational catalysts in place. Investors should monitor production updates, short-term offtakes, and Tanzanian drilling progress for further validation of the growth trajectory.

(🚀)

@HopeSo

5p by midday. GMT, obviously. Unless Mercury’s in retrograde, in which case push it to 12:17.

Rockets fly.

Rockets drink helium. 🧨🔥🚀🚀🚀

We’re not in “what might happen” territory anymore, we’re in “what’s happening” mode. ESP installed, de-watering underway, helium flowing into the first trailers, and early ramp-up proving the plant works.

The big numbers are still ahead: throughput stabilisation, infill drilling, CO2 integration, and a revenue stream that’s about to go from pilot to actual cash. This isn’t speculation, it’s operations coming to life, quietly ticking off milestones.

2025 was the setup, 2026 is the main act. Buckle up: the business end is just beginning, and the market has no idea how loud the applause will be. ⏳🧨🔥🚀🚀🚀

From ‘will it work?’ to ‘how much will it make? ⏳🧨

Exploration is hope, production is proof. We’re now in proof mode ⏳🧨

Explorer risk is gone, producer maths is loading, plant commissioned, helium flowing, revenue next… the share price just hasn’t read the memo yet.

GLA

Relax everyone, @Offler hasn’t seen the exact noun he wants yet, so obviously nothing is real.

Trailers filling? Semantics.

Plant running? Coincidence.

Throughput stabilised? Just vibes.

And @broomtree assures us it’s all “a distraction” anyway, because apparently companies build plants, commission them, move product and talk revenue purely for the intellectual exercise.

So until there’s an RNS titled “OFFTAKE PARTNERSHIP (IN CAPITALS, WITH CONFETTI)”, we must assume this is all role-play.

Best to stay bored, be negative, and wait for hindsight to feel clever later. 🌳📉

(🚀🚀🚀🚀🚀😉)

Easy to be the market historian after the slide deck drops, @broomtree. Try calling it before LinkedIn posts it, otherwise it’s just hindsight cosplay 😂

PJ, fair question, not naive at all.

On its own, 88°C is neither a big positive nor a negative. It sits in the low–medium geothermal range and is broadly consistent with what you’d expect from this type of basement fault system. For HE1, temperature isn’t the primary value driver anyway; helium concentration, flow rates and sustained production matter far more.