Re-Rate in Progress ! 📈25 Oct 2025 11:58
HE1’s story is quietly shifting gears. With the CLN chapter finally behind us, the overhang that’s kept the share price pinned is gone, and we’re now trading in the open; no ceiling, no drip-feed, just the market setting the pace. At around 0.49p, the stock has found its footing and built a proper base, with buyers starting to outnumber sellers again. That’s the calm before the next act.
The next real movement is likely to come as attention turns to the ESP installation and testing in Tanzania. The company has already secured the long-lead items, and as the countdown to delivery begins, sentiment tends to wake up fast. In that pre-ESP window, traders and early investors often move first, pushing prices into the 0.6–0.8p zone, with a breakout toward 1p if momentum catches.
Then comes the real test, literally. If that ESP confirms commercial helium flow, the re-rate could be sharp. That’s when the conversation shifts from “potential” to “proven,” and markets tend to pay attention. Realistically, success could justify a 1–1.5p share price base, and possibly higher if a JV or financing partner steps in soon after.
Further down the track, end 2025 and early 2026 brings the second wave, financing, off-takes, and Colorado production, the phase where HE1 starts being valued as a future producer, not an explorer. That’s when 2p to 3p becomes more than a dream; it becomes a fair reflection of tangible progress.
So, while the road will have its dips and drama (this is AIM, after all), the direction of travel is beginning to look a lot like one of Bruce Forsyth’s favourites… higher, higher! 🎩🧨🔥🚀🚀🚀