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Those wanting to wait ‘months’, have missed important phases…

1. Testing is not just bureaucracy – even during the ESP run-in and verification, the well and surface systems are being evaluated, and early flow data may already hint at helium potential. This is the part that gives investors confidence before “full action.”

2. Stepwise progress – you don’t need the pump fully running to start seeing results from preparatory work, wireline logs, and setup verification. This is why the market can react gradually, not just at the activation date.

GLA 🧨🔥🚀🚀🚀

Lots of chatter about ‘months to see anything’, but think: Colorado sales are coming in soon, and the ESP in Rukwa is live and pumping. Won’t be a one-day fireworks show, more like a steady climb as updates roll in. Patience pays, and the helium doesn’t care about forum drama. 🚀💼📈

Some just don’t understand what progress means.

Helium lifting off both sides of the globe 🚀, even Barry from Facilities is tap-dancing on the coffee machine. Buckle up, this ride’s about to moon! 🥂

Crack open the helium, roll out the confetti, the pumps are primed and this party’s about to lift off! 🚀🥳🎉

Time to shake the cobwebs off this board , the ESP’s spinning, first gas ticking, and patience about to pay. Let’s get this party started! 🚀🔥

Drown out any negativity or cross ramping! This is BIG

You can almost hear the cork pop, this one’s no longer if, it’s happening. 🍾🚀

Two drinks on the bar: Colorado’s already pouring, Rukwa’s just gone on tap, this round’s only getting stronger. 🍺🥃🚀

Two engines running now, Colorado’s already humming, Rukwa’s just hit the ignition. Fasten seatbelts. 🚀

This is the RNS many have been waiting for.

ESP testing has officially commenced at ITW-1. Not “about to”, not “preparing for”, running in hole right now. All tools checked, surface kit verified, pump going to depth to drive higher flow rates and properly test the fractured Basement and Karoo.

This is the shift from theory to data:

ESP = sustained drawdown

Sustained drawdown = real gas/water ratios

Real ratios = credibility for a CPR upgrade

The 2–3 week window isn’t noise, it’s the work. Once the pump’s set and activated, the market finally gets the numbers it’s been arguing about for months.

Colorado proves HE1 can deliver.

Rukwa ESP now tests how big this really is.

Patience from here isn’t passive, it’s positioned 🧨🔥🚀🚀🚀🚀🚀

Thanks for the link @sammy18.

They’ve posted images of the Piñon Canyon plant fully built and operating – power generation, compression, CO₂ handling and the helium recovery unit all live. Most importantly, they highlight the first helium trailer being filled. That’s not a test photo-op – you only fill trailers when gas is flowing through the full processing chain.

The snow angle matters too. It’s a subtle way of saying this is a robust, all-weather operation, not something that shuts down at the first sign of winter.

For HE1, this is material:

• Confirms first gas has translated into operational reality

• Strongly suggests sales are imminent (or already underway)

• Moves HE1 another step away from “pre-revenue explorer” territory

• Provides hard validation just as Rukwa ESP testing comes into focus

Colorado is quietly doing exactly what it’s meant to do: prove delivery, generate confidence, and underpin valuation. Tanzania is the upside. The US is the proof.

Fewer words, more receipts. That’s how rerates usually start. 🚀

Feels like this is the week we shift from setup to substance. Colorado is at the point where first sales are the only logical next step, and in Rukwa the heavy lifting is done, kit on site, logs run, pump next. That’s not hype, that’s sequencing.

Markets tend to wake up when execution replaces expectation. We’re close to that handover now. Still AIM, still volatile, but the pieces are finally on the board and in the right order.

No crystal ball, just joined-up dots. Keep one eye on the RNS feed and one hand on your coffee… or a cold one. 🇦🇺🍻🚀

If we squint at the HE1 chart, and I’ve squinted harder at my hairline, we see the classic “misunderstood accumulation base”. Price went down (as everything does, including my dating prospects), sentiment got dumped, and now the chart is doing that awkward pause before it decides to surprise everyone.

From a technical standpoint, HE1 has done the hard bit already:

The panic phase is in the rear-view mirror (unlike my 40s).

We’re building a rounded base, not a cliff-edge (progress).

Volume is behaving like someone who knows something but isn’t shouting yet, which, frankly, is bullish.

The 0.40–0.45p zone looks like proper support, not emotional support. If that holds, and charts usually do once they’ve embarrassed enough people, the next move isn’t a timid shuffle. It’s a rerate attempt. First stop 0.75p–1p, which is the technical equivalent of getting a second date and a text back.

Above that…. The chart opens up quicker than my scalp in a strong wind. Once fundamentals line up with the pattern (and yes, data still matters, even to me), the market tends to reprice fast and without apology. AIM doesn’t climb stairs, it takes lifts when it believes.

So yes, HE1 will go up and down, that’s charts.

But this one is starting to look like it wants to go up first, and ask questions later.

Much like my love life… if optimism alone could move markets.

DYOR. GLA. And remember: hair grows back slower than rerates. 🧑🏼‍🦲🔥🧨🚀

Zak Mir (Parody) 🃏

In the year when pumps hum and doubt grows quiet,

The price shall wander near half a penny no more.

When water is lifted and gas behaves,

One becomes two, two eyes three… and the crowd pretends it always knew.

The first sign: flow that does not fade.

The second: numbers that repeat.

The third: a report rewritten, cautiously bullish.

Then the scribes of AIM revalue the same facts with braver ink:

1–2p is no prophecy, merely arithmetic.

Beyond that lies the land of 5–10p, not promised, but visible,

Should the well speak clearly and the basin prove it’s no one-trick oracle.

Interpret wisely. This is not fate, just maths wearing a cloak.

GLA, and remember: Nostradamus was early… not wrong. 🧨🔥

A few subtleties here that don’t get enough airtime:

• The ESP isn’t about “can helium flow?”, that box was ticked months ago. It’s about how the system behaves once you force it to behave like a producer, not a science experiment. Big difference.

• This is a fractured basement play, not a neat sandstone tank. That means connectivity reveals itself over time, not in short bursts. Early instability isn’t failure; it’s the system waking up.

• The CPR didn’t assume heroic outcomes, it assumed cautious ones. It literally warned gas could be under-measured due to separation effects. That’s analyst-speak for “there might be more here, but we can’t book it yet.”

• ESP + variable speed = control. Control means optimisation. Optimisation is how marginal numbers quietly become commercial ones.

• And importantly: this is one well. Not a field. Not a development plan. One data point being upgraded from “interesting” to “bankable”.

The market loves certainty, but it pays for proof. ESP testing is how you turn hope into spreadsheets, and spreadsheets into rerates.

Helium doesn’t do hype… but it does respond very nicely to sustained drawdown. 🧨🔥🚀🚀🚀

Trucks in, kit on site, excuses out the window, this is where waiting turns into watching. 🚚⚡📈

🧨🔥🚀🚀🚀

Great find @Dsimmo 🚀

🎶 I see shoots of green, cash flows too,

Colorado hums, Rukwa’s brewing too,

And I think to myself… what a year this could be.🥁🚀

@Broomtree, appreciate you taking the time to respond, even if you’ve managed to miss the wood for the trees (again).

On leasing: this isn’t fantasy or theory, it’s already been done, third-party equipment, staged spend, modular by design. That’s precisely how early-stage projects in remote locations avoid lighting £100m on fire upfront. It’s not exotic, it’s disciplined capex.

On timelines: yes, early H1 2026 was guided, and first gas in Colorado landed before that. Funny how that bit gets glossed over. The ESP delay is well documented, not a mystery, and it’s exactly why appraisal exists. Hot-stacked rigs don’t make headlines, but neither do seatbelts until you need one.

As for the 10p jibe, no one’s confusing forum chat with a broker note. Market caps, dilution and reality matter… which is precisely why proving delivery before funding is the whole point of Colorado and the staged Rukwa plan.

But thanks for the concern. It’s always helpful to have a dedicated rear-view mirror while the rest of us are watching what’s ahead. 🧹🍃

Blubay’s right on the wording, the CPR doesn’t claim a classic ‘gas cap’ and clearly frames Rukwa as an aquifer-hosted helium system.

But the important bit is why that still works.

The CPR explicitly flags likely under-measurement of gas volumes due to phase separation in the wellbore and flowlines, and gas observed exiting the water train. In plain English: historic tests probably understated the true gas-water ratio.

That’s exactly why ESPs matter. They don’t just lift water, they lower bottom-hole pressure, drive earlier gas exsolution in the fractures, and can materially improve recovery efficiency before surface separation.

This play was never about finding a trap, it’s about proving repeatable flow, stable concentration and scalable rates. When ESP testing lifts GWR while holding 5%+ helium, the commercial case strengthens fast, regardless of semantics.

No gas cap needed. Just data, and that’s what appraisal is about. ⛽️ 🚀

1p, 2p, 5p, 10p… take your pick, they’re not promises, they’re stations on the same line.

First gas proves delivery, Colorado pays the bills, Rukwa writes the growth story. The only real choice here is time horizon, not direction.⏳🧨🔥🚀🚀 🚀