📜 The Case For The HE1 Rerate12 Dec 2025 00:20
Ladies, gentlemen, and those still pretending they “don’t hold shares but comment every day,”
Welcome to The People vs. The Share Price, the most open and shut case since someone tried to sue gravity.
📁 Exhibit A — The Discovery
ITW-1 flowed 5.5% helium to surface.
Not “possible helium,” not “maybe helium,” not “helium that only appears if you squint.”
Actual. Commercial. Helium.
Put simply:
HE1 found the needle in the haystack, derampers are still arguing the haystack doesn’t exist.
📁 Exhibit B — The Mining Licence
A 480 km² Mining Licence, fully granted.
That’s not “pending,” not “in review,” not “lost in someone’s inbox.”
It’s signed, sealed, stamped, filed, laminated, and suitable for framing.
📁 Exhibit C — ESP Ops: The Plot Thickens
Let the record show:
• Rig: Present, Your Honour
• Well: Open and ready
• Completion string: Evicted
• Wireline: Slithering down
• ESP: On the way like a Deliveroo order with rocket boosters
• Civils: Done and dusted
This isn’t “potential news.”
This is “something’s cooking and you can smell it in the corridor.”
📁 Exhibit D — CPR: The Book of Numbers
Sproule’s 1C/2C/3C resource estimates form the official, grown-up, audited view.
And if ESP boosts flow and concentration (which is what ESPs literally exist to do),
that 2C number is going to look like your nan’s Christmas guess; polite, cautious, and hilariously low.
📁 Exhibit E — Colorado: The Side Quest With Actual Cashflow
Six wells drilled. Six wells tied in. Production imminent. 50% working interest.
Colorado is the dependable friend who shows up on time.
Tanzania is the one who shows up in a sports car.
Both count.
Derampers, naturally, pretend Colorado is a mythological creature.
⚖️ Exhibit F — The Big One: C → P → £££
Ladies and gentlemen, the jury may lean forward for this bit.
When 2C becomes 2P, the entire financing landscape flips:
Banks love it. Partners love it. Off takers love it. AIM absolutely loses its mind.
2C → 2P = bookable reserves → funding → production → revenue.
Or, in human language:
When the helium flows, so does the money.
⚖️ Court’s Summary
We have:
✔ A confirmed discovery
✔ A monster Mining Licence
✔ A global helium shortage
✔ Operations in full swing
✔ Near-term catalysts
✔ CPR-backed resources
✔ Colorado revenue inbound
✔ A market cap acting like we’ve found tap water, not helium
Deramp objections have been noted…
…then immediately filed under “miscellaneous noise.”
📈 Judge:
“All rise…”
📈 Clerk:
“…and somebody fetch the share price, it should be rising too.”
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