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Madge the Market Maker’s gone quiet, when the taps close and the bid won’t budge, it usually means she’s already filled her pantry. 😄📦📈

Https://youtu.be/q_HejYysBBs?si=uSrgyvBLxXhfSf-9

Hear that?

That’s not retail noise, that’s stock being hoovered up while liquidity’s thin. MMs keep the lid on until they’re full… then they step away.

When they do, this doesn’t edge higher, it launches. 🚀

Let’s do this 🔥🧨🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

December acknowledged it. January starts valuing it. 🐝🍯

What’s quietly being missed here is optionality stacking.

Galactica isn’t just “some helium”, it’s a live, cash-generating platform with two monetisable products (helium and CO₂). The market is barely modelling helium properly yet, and CO₂ is effectively free upside. Once revenue is confirmed, the conversation shifts from survival to funding leverage, and that changes everything.

On Rukwa, the key point isn’t that it’s risky, it’s that almost none of its upside is priced in. The market is treating it like a science project when in reality ESP data could convert years of debate into bookable volumes in weeks. That’s not incremental upside, that’s a step change.

And here’s the kicker most miss: early cash flow plus proof of concept dramatically lowers the cost of capital. The moment HE1 stops being “pre-revenue AIM” and starts being “producer with options”, dilution risk drops, partners appear, and valuation frameworks change.

This isn’t a single catalyst story anymore, it’s a pipeline of re-ratings.

Galactica validates the business.

CO₂ sweetens the cash.

Rukwa is the asymmetric upside.

That’s how small caps surprise people, not in one jump, but in stages most only notice once they’re already behind. 🔥🧨🚀🚀🚀🚀🚀

@Offler, how very generous of you to advise me entirely in hindsight.

I believe the technical term for this is a retrospective genius, flawlessly correct once the chart has already printed. A rare talent indeed.

Thank you, sincerely, for the New Year’s Eve portfolio review I never asked for, based on advice you never actually gave at the time. It’s comforting to know that if time travel is ever invented, you’ll be spectacularly wealthy.

Until then, I’ll stick with forward-looking investing. Punchlines are always clearer after the fact, profits, thankfully, don’t work that way.

🫳🎤

@broomtree, appreciate you taking the time to rummage through my archive, very thorough of you. That post was about moving from exploration to delivery… which, inconveniently for the narrative, is exactly where we are now:

Fellow investors, looking back, 2025 really did mark the turning point many of us expected, the year Helium One moved from promise to delivery. The Tanzanian mining licence was secured, laying the legal and operational foundation for long-term development, while confidence in the Rukwa discovery continued to build through disciplined technical work rather than noise.

At the same time, Colorado delivered exactly what it was meant to: a lower-risk, near-term pathway to production. Drilling, facilities and commissioning culminated in first helium flowing, a genuine milestone that shifted the company out of the exploration bracket and into the producer conversation. Revenue is no longer theoretical; it’s imminent.

For those who stayed the course through volatility and doubt, the journey wasn’t about timing every move, it was about backing the assets, the geology and the plan.

So yes, we look forward, but with a very different footing than a year ago.

Same assets. Less risk. First helium delivered. 🔥🚀

Or, to put it simply:

The story didn’t change, it just caught up. 🥂

And for the record, @broomtree, if 2026 isn’t the year Helium One converts production, revenue and reserves into pound-level valuation logic, I’ll happily eat my words… notarised, witnessed, and no doubt reviewed by a certain solicitor for compliance.

🫳🎤

Last 30 mins of trading for 2025, mates… engines spooled, doors closed, and 2026 already taxiing on the runway. If this is the warm-up, the main event’s gonna be a belter.

Happy New Year, legends. 🥂🍻🚀

New Year’s fizz in one hand, first revenue in the other. Lovely jubbly. 🥂

🎵

Colorado hums, the plant runs true,

The valves now open wide,

While Rukwa waits its curtain call,

With patience on its side.

🎵

🎵

So raise a glass, not to old fears,

But work that’s now begun,

For those who held when noise was loud,

The best bit’s yet to come.

🎵

New year. New phase. Same assets, different game. 🥂🔥🚀

GLA and a HE1 New Year 🥂

Https://youtu.be/68ugkg9RePc?si=e77TvKjwXntafEnY 🔵🔵🔵🔵🔵🌎🌍🌏

Colorado is where the market is still playing catch-up. First helium has flowed, the plant is commissioned, and first sales are expected in January, yet the valuation still largely reflects a company approaching production, not one that has crossed the line. On AIM, that distinction matters. The step from “first gas” to “first revenue” is when analysts are finally allowed to sharpen their pencils, apply real pricing assumptions, and move from narrative to numbers. That process has barely begun here.

Importantly, initial sales don’t need to be transformational in cash terms to be transformational in valuation terms. Once helium pricing, volumes and operating margins are visible, even at modest scale, the market can start valuing the asset on forward cashflow rather than sunk cost. That’s when multiples expand. Historically, small producers are not priced on day one of production; they’re re-rated over the following months as confidence builds and ramp-up is demonstrated. Colorado is at the very start of that curve, not the middle of it.

That also changes how the rest of the portfolio is viewed. With Colorado providing near-term revenue and credibility, Rukwa stops being seen as a binary risk and starts being treated as upside. It already has a discovery, a mining licence and a defined engineering programme aimed at improving flow characteristics, not proving the presence of helium. Funding conversations look very different when you’re no longer pre-revenue.

The market hasn’t yet caught up with what “first sales” actually unlock. And once it does, valuations tend to move in steps, not drips.

As the old proverb almost says: When the gate opens and the wind turns fair, those already moving don’t need to run.

GLA 🧧🔥🧨🚀🚀🚀🚀🚀

That last minute dip to 0.39 then back up… Perfectly timed for some mega-sized buys to slip in under the radar. 11 million + 58 million shares changing hands at bargain levels, if you were watching, you saw serious players scooping up the good stuff while weak hands triggered.

With first gas, ramp-up, and off-take catalysts now in play, it’s shaping up to be a great week ahead and beyond. The rockets are primed. 🎈📈🧨🚀🚀🚀🚀🚀

Looks like Santa’s swapped the reindeer for helium this Chrissy.. sleigh’s lighter, spirits are higher, and HE1’s givin’ holders a proper ho ho ho. 🎅🎈📈 🚀

She’s left the launchpad, engines lit, nose up, and this rocket’s only just cleared the tower.🌖🚀🚀🚀🚀🚀

This isn’t a spike, it’s ignition…. congratulations holders, the real journey starts here. 🚀🚀🚀🚀🚀📈

0.46p and leggin’ it, turns out when helium starts flowin’, the SP doesn’t hang about. Strap in lads, this roo’s only just left the ground. 🦘🚀

Final checks done, engines humming, the countdown’s on and HE1 is already lifting off the pad. 🚀🚀🚀🚀🚀

With first helium flowing, revenue visibility ahead, and a market cap still pricing last week’s story, this move feels less like a spike and more like a warm-up.

The rerate isn’t shouting yet… it’s just clearing its throat. 📈🔥🧨🚀🚀🚀