Member Info for PubCrawl

@SuccesstotheBrave

I get it… you want a cheaper entry, fair enough. But trying to mock others just makes you look a fool. Perhaps invest quietly… or try colouring books instead. Just try to stay within the lines 🖍️

@SuccesstotheBrave or should it be BraveryByKeyboard, it’s easier to shout about bravery than actually invest in it.

@Braveheart25:

I tend to keep emotions out of my investment, and the last few days of volatility and negativity make it easy to get distracted. Sometimes the smartest move is to step back and observe before acting.

@itsawrap:

Not that kind of brick! 💩 Just the HE1 kind, carefully laid and bullish. 😉

Some of us built our houses early, only to find the market winds battering the walls. Others are stood with fresh bricks in hand, wondering if now’s the time to start building.

Yes, CLN conversions have knocked plenty of plaster off the front, and LTHs are staring at walls that feel more like ruins than homes. But here’s the truth: the foundations, Colorado production, Rukwa’s helium resource, haven’t gone anywhere.

For me, this is the part of the project where you don’t knock the house down, you reinforce it. Buy on dips, add another brick, and over time the walls rise stronger.

Markets can tear at sentiment, but they can’t erase the fact HE1 holds a resource others will one day need. Whether you’re patching old walls or starting a new extension, the key is the same: keep building.

Because when the market turns, it won’t be the ones who gave up halfway through who enjoy the roof over their heads. It’ll be those who kept laying bricks, one by one.

After all, even the tallest towers were once just bricks that someone refused to stop stacking.

@Broomtree

You say the loyal LTH have lost a packet, but remember, you haven’t lost until you’ve sold. Think of HE1 like property: buy on dips, it’s like snapping up a second home or adding more shares while prices are low. Sell on spikes, either sell that second home or enjoy the rental income, capturing value along the way. And just as you wouldn’t sell your main home during a property crash, the core holding stays put. Patience plus strategic accumulation turns volatility into opportunity.

Not sure why you feel the need to critique others’ strategies, the market will teach everyone its lessons in due course. 🧹

@Offler

I haven’t sunk anywhere, have a read back through my posts and you’ll see the tone has been consistent: bullish on the long-term potential, realistic about the challenges along the way and a little banter, which is my personality.

You’re right to raise infrastructure, appraisal results are just the first step. Monetisation does mean roads, storage, trucking, or pipeline, and none of that comes for free. But HE1 aren’t operating in isolation; the fact they’ve already been in discussions with off-takers, service providers, and partners suggests they’re not planning to fund a “fleet of trucks” out of thin air. This is where strategic JV or offtake-backed funding comes in.

Yes, dilution is always a risk on AIM, but the value is unlocked in proving the resource is commercial. Infrastructure is expensive, but it’s also the very reason a proven helium field doesn’t stay valued at fractions of a penny per share. The trade-off is what turns risk capital into multi-bagger potential.

I’ll happily leave “guarantees” about the SP to others, none of us can truly call it week by week. But big picture….. If appraisal hits and HE1 tie in the right partner, the SP could move by multiples, not tenths. That’s why some of us keep our eyes on the destination.

👉 Challenge or disagreement with opinion isn’t sinking, have a look, it’s just debate. The truce stands and we agreed to disagree, which is fine, as all have our own strategies in investing.

There are really only two ways this CLN clears:

1️⃣ Small tranches – drip-fed into the market. Less shocking day to day, but it drags sentiment out longer and keeps the pressure on the share price.

2️⃣ One big conversion – sharp and painful in the short term, but it rips off the plaster, removes uncertainty, and gives the market a clean slate to re-rate from.

For the company, smaller chunks are “safer.” But for long-term holders, clarity is king. The overhang is what weighs most, not the underlying potential. Once it’s cleared, the path to commercialisation, ESP conversion, and Colorado production can finally be valued on fundamentals rather than funding noise.

I’ll admit I’m torn, smaller steps keep things ticking, but one bold move could finally free the share to run. What do others think?

Sometimes the wound heals quicker when the plaster comes off fast. 🩹

@Offler

With the CLN in play, fair to say plenty called the general downtrend, but no one (myself included) called a one-day drop of that scale with no new news. That’s the market for you: brutal with timing, generous with hindsight.

Since you’ve clearly got the trend nailed, how about sharing tomorrow’s closing price now? Would save us all refreshing the ticker every 5 minutes. 😉

GLA, the road’s rough, but the destination hasn’t changed.

@HeliumBalloonman

I think your words deserve to be read with care and respect. Many LTHs feel exactly as you describe, committed for the long haul, only to see today’s sharp drop that none of us could have truly predicted.

It’s hard when loyalty looks punished in the short term, but it’s not over yet. Filtering out the noise and focusing on the destination is the only way through days like this.

LTHs are the backbone here, and I hope, genuinely, that conviction is ultimately rewarded.

GLA, chin up. Sometimes the darkest chapters are just before the plot twist.

@Blubay

Fair question, but the assumption in your wording is the key, there’s no guarantee it will “go lower.” It’s possible but not guaranteed. That’s hindsight talking, which only ever works looking backwards.

Accumulating along the way is not about blindly paying more; it’s about building exposure while the story is still unfolding, rather than gambling on perfectly timing the bottom (which very few ever manage consistently). If the company delivers, those who steadily accumulated will already have built their position and averaged down along the way, whereas someone waiting for the “perfect low” might either miss it, or end up chasing higher when momentum shifts.

The higher reward comes from being positioned before the market wakes up, not after. Timing the absolute floor is luck; conviction and accumulation are strategy.

@Lastspin

Appreciate the honesty, and you’re absolutely right, there’s always risk in AIM. I don’t dismiss that at all. The key difference is simply approach: some sit back and wait, others accumulate on dips. Personally, I keep a bit of powder dry so that if it does drop further, I can pile in heavier.

Ultimately though, there’s no single “correct” strategy, it comes down to personal risk/reward and what people are comfortable with. What we can hopefully all agree on is that the upside here, if the company delivers, is significant.

So good luck to us both and all investors, different paths, same destination 🚀

@Lastspin

Good questions. With Bluestar, the irony is that sometimes a “finished bridge” still doesn’t attract the traffic if the toll gate isn’t set up right. They proved flows, yes, but proving commercial scale, securing the right partner, and structuring terms to unlock real funding are entirely different hurdles. That gap is where HE1 stepped in, with greater ambition and arguably a bigger, longer-term route mapped out.

On HE1, I don’t see it as a case of “no demand” for helium. The demand is there, critical, strategic, and growing, it’s more about timing and proof of execution. Investors often prefer to wait until the bridge not only stands but shows cars driving across. That’s fine, but those who accumulate along the way accept higher risk for higher reward.

If it drops further, I’ll happily add more planks to my side of the bridge. Because when the crossing is finally open, the reward for those already holding the toll tickets could be exponential. 🚀

@Offler

Fair point, but no one truly knows how others make their money work hard elsewhere, whether on AIM or beyond. For me, every drop simply means a chance to buy more ownership in HE1. If the bridge gets finished and commercialisation arrives, I’d rather already have my carts full than be scrambling to join the crossing at the last minute. 😉🚀

@Offler

Fair point, though I’d argue some villagers sitting on those first stones aren’t “wasting” time, they’re quietly stacking planks and rope while they wait. In investing terms, that’s accumulating shares. When the bridge is ready, they don’t just cross, they own part of it.

And as for money “working hard elsewhere,” that’s the beauty of this game, some prefer to swim across, some wait for the ferry, others build side paths. But the ones who accumulate along the way will find their load a little heavier… and their reward a little greater.

As you said, we may step onto the far side at the same time. The only question is whether you’re carrying a backpack, or a full cart of treasure. 😉

In the 1960s, a small town in Italy needed a bridge to connect two valleys. The engineers debated endlessly: some wanted the cheapest design, others wanted to wait for new materials, and a few believed it couldn’t be done at all.

But one group pressed ahead, laying the first stones. It wasn’t perfect at first, progress stalled, funds were questioned, and many onlookers mocked the project as a waste of time. Yet over the years, with patience and persistence, the bridge was completed.

Today, it carries thousands of people safely every single day. And those who doubted… They now cross it without thinking.

The moral is simple: great projects don’t move in straight lines. They face criticism, doubt, and setbacks. But those who can see the destination, and have the courage to stay the course, are the ones who benefit when the vision finally becomes reality.

HE1 is laying its bridge. The noise around us will fade, but the structure that remains could change everything.

Moral: Doubt fades. Bridges last.

MREX can shuffle the deck all day, but the ace in the hole is still ESP conversion. Once that card hits the table, the game changes completely. The CLN noise is just the shuffle, the real hand hasn’t even been dealt yet 🚀

Same here, mate. Just strap in and enjoy the HE1 rollercoaster, hands up for helium! 🎢💨

@pjmcgra

Spot on, Rukwa’s potential is enormous, and with Q4 just around the corner the waiting game is part of the reward. I can wait too, after all, no one plants a tree and then digs it up the next day to see if it’s grown. 🌱

The scale here is measured in billions of cubic feet, not in days or weeks of patience. I’ll happily wait for that shade.

GLALTH 💪🏼

Fair point, the “10 bagger” headline always needs context. From “0.4p to 4p” is one thing, from 0.25p even more dramatic, and yes, “0.1p to 1p” still counts the same mathematically.

🧨But the bigger picture is this: the destination hasn’t changed. The company itself has pointed towards commercialisation, with ESP conversion and Colorado production due. If HE1 delivers on that, the re-rate potential is measured in multiple pennies, not tenths.

So whether the starting line is here or a bit lower, the scale of upside remains. In fact, it could end up MORE than a 10 bagger depending on how the pieces fall into place. That’s why conviction investors stay focused on the destination, not the exact pit stop along the way.

GLA 💪🏼🚀

As the old proverb probably never written in any book goes:

“He who argues over the first step often misses the mountain at the end of the path.” 🏔️

Yes, the £2m block was almost certainly linked to CLN conversions being crossed off-book rather than a mystery fund piling in………

But the key takeaway is this: large chunks are being absorbed and cleared, and that shortens the overhang every time it happens.

Messy mechanics, sure, but each step brings the book closer to balance. The fact those shares found a home at all says plenty.

Call it CLN noise if you like, but volume of that size is never just a whisper.

CLN may cloud the sky, but the sun of production burns through faster than expected. ☁️ ➡️☀️