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Buying at 0.3p isn’t overpaying.. it’s just shopping in Tesco’s premium aisle while everyone else is still rummaging through the bargain bin… you get the good stuff first. 🛒✨

PS: And for the sharp-eyed shoppers, you could even pick some up at 0.28p today. 😉

Some say I’ve been MIA… in reality, I’ve been measuring helium, counting CO₂ molecules, and perfecting my market launch angle.

Everything’s aligning, when the countdown hits, it’s liftoff. Expect nothing less than stratospheric moves! 📈

Even the longest pipeline starts with a single wellhead. 🧨

Field checks done, wells holding strong shut-in pressure, survey flags down for the gathering system, and plant installation on track for December. Add in beverage-grade CO₂ sales alongside helium and you’ve got multiple cashflow streams ready to switch on.

If you’re pitching CO₂ to the drinks industry while bottling helium for high-tech, that’s not just diversification… that’s happy hour with upside. 🥤🍸💨

@Offler

Reality check: nobody knows the bottom, but everybody should know the upside from here is massive. That’s the only direction that matters. 📈🔥

Once knew a bloke who spent more time writing fables about me than researching the actual company… moral of that story: if you can’t time the market, at least don’t waste your time on bedtime stories. 📖😉

Once knew a bloke who microwaved a steak because he couldn’t wait for the pan to heat up. Ended up with shoe leather on a plate and an UberEats an hour later. Moral of the story…

Rushing ruins the reward.

Patience, folks, it’s how you turn raw ingredients into a proper feast. 🥩🔥📈

Ingredients:

• 1 Mining Licence already granted (the base layer)

• 1 CNOOC-backed ESP pump (for extra fizz)

• A scoop of Colorado production potential (side dish with spice)

• 1–2 Bcf bookable reserves (the real meat)

• A pinch of AIM sentiment

• CLNs in the bowl, but don’t worry, they get stirred in, diluted, and baked out.

Method:

1. Preheat the market with progress updates.

2. Stir in ESP flow results until bubbling nicely.

3. Add reserves and let them prove the value.

4. Watch sentiment rise and the share price follow.

Final Dish: Even with CLNs still simmering, the recipe is unmistakably mouth watering, it just shows how much room there is for the SP to rise once they’re fully cooked out.🧑‍🍳📈

At today’s ~£20m mcap, the market is valuing HE1 like there’s nothing in the ground. But let’s be factual.

If the ESP confirms ~1 Bcf of bookable reserves at Rukwa, the numbers get interesting fast. Helium averages around $450/mcf. Gross in-ground = $450m. Assume 30% recovery, 50% net to HE1 → ~$67m (£55m) net value*. That’s already 3x today’s mcap on a single conservative scenario.

Now, add Colorado. That’s not a punt, it’s a producing asset that could generate near-term cash flow, reducing dilution risk and proving HE1 can operate beyond exploration.

Here’s the kicker: this is AIM. When sentiment flips, valuations don’t move by tidy multiples of NAV… they overshoot. We’ve all seen £20m caps hit £200m+ on less.

So yes, risk remains…. CLNs, timelines, execution. But with reserves booked and cash coming from Colorado, the current price looks less like “fair value” and more like “early entry.” And on AIM, when a real discovery meets momentum, it doesn’t walk higher… it runs. 😉

*Back of napkin maths, many variables to consider.

@Offler, “emoji anonymous”…?

😂🤣🤩🔥💥🚀💎🙌📈🍾🍻🐂💯🎯🌍🛠️💡✨🤔😎 …I honestly don’t know what you mean 🤷‍♂️😉

@Offler, the Mining Licence is already granted and signed, that’s a matter of record. What’s pending is the ceremonial execution of the regulatory agreements, not the licence itself. If it wasn’t signed off, they wouldn’t be mobilising civils, buying kit from China, and pressing ahead at Rukwa. The only ‘delay’ (using your words) here is in the ribbon-cutting, not the paperwork 📜✂️🚀

@Offler Paperwork party pending… helium’s already RSVP’d. 🎉💨

@dai2belts, it’s paperwork lag, not cloak-and-dagger, the only thing being played is patience while £1.65m just got scrubbed off the debt. 📉➡️ 📈

@Offler, the RNS of 18 July 2025 confirmed the 480km² ML was formally granted by the Tanzanian Mining Commission, so it’s already signed, sealed and effective. ✅

What we’re waiting on now is the ceremonial bit, which in Tanzania is more about optics than legality. The licence is in the bag, the ribbon-cutting is just the show. 🎀 ✂️

👆It’s not just Lorna taking the stage in October, she’ll be presenting HE1’s story alongside majors like Messer, who actually buy and move the world’s helium. That’s serious company for a small-cap with a discovery and a Mining Licence in hand.

Think about it: the people who decide where supply gets sourced will be sat in the same room, hearing directly how HE1 is moving from exploration into development. That’s the sort of visibility you can’t put a price on.

Sure, the share price doesn’t reflect it yet and yet to get bookable reserves, but one conversation, one partnership, one handshake… and the market will be scrambling to catch up.

Sometimes being early feels uncomfortable, but it’s also how you end up holding the tickets everyone else suddenly wants. 🎟️🚀

£1.65m converted, dilution yes but not unexpected, but debt down and runway extended. Eyes still firmly on Rukwa ESP and Galactica first gas… that’s where the real rerate comes. 🧨

Lorna on stage at the Helium Super Summit isn’t just another conference slot, it’s centre stage in the world’s helium shop window.

When the CEO of a “junior” explorer gets invited to speak alongside the majors, it tells you one thing:

The industry’s watching. 🌍✨

Mic’s on, helium’s rising. 🎤💨

Guest speaker… Lorna !!

https://www.gasworld.com/event/helium-super-summit-2025/attend/?

@Blubay, fair challenge but not as concrete as you state…. the CPR modelling does lean against that scenario, but models are only ever as good as the assumptions they’re built on. The ESP isn’t about disproving the CPR, it’s about gathering real-world flow data the CPR couldn’t measure. If we start seeing helium liberating under pump-driven pressure changes, then the model gets rewritten.

That’s the whole purpose of this stage: test, prove, then scale.

@Bens_sipp that’s actually a really solid point 👌 …. and Henry’s Law is exactly what makes the ESP test so important here. When pressure drops, dissolved helium will come out of solution, the bubbling bottles HE1 showed are proof of that.

In theory, pumping could liberate free gas and even allow for an “early stage production” setup before full-scale separation facilities are online. Of course, you’d still need handling and water disposal sorted, which is why the civils are already underway.

It’s early days, but if the ESP proves sustainable helium liberation, then yes, there’s a genuine case for nearer-term revenue and a faster route to scale. That’s why this next phase is such a key inflection point.