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….the upcoming ESP is about to turn the science and those BBC headlines into bookable reality.

https://www.bbc.co.uk/news/science-environment-36651048?app-referrer=search

HE1 has multi-bag potential as bookable reserves and development progress unfold. ⏳📈

GLA🧨🔥🚀

One well, big dreams, grab ya surfboard, mates, and ride this one 🏄‍♂️ 📈

Exciting news not far 🧨🔥🚀🚀🚀

The upcoming Electrical Submersible Pump installation at Itumbula is more than just another operational step, it’s the pivot point that transforms HE1 from an early-stage explorer into a company with bookable reserves.

Here’s why it matters: once the ESP is in place, proper flow testing can be conducted. That allows contingent resources to be reclassified into bookable reserves, the critical milestone that unlocks financing, validates the resource in the market’s eyes, and attracts serious institutional interest.

Even on a conservative scenario of just 0.5 BCF at Itumbula, and using a realistic helium price of $450/Mcf, you’re looking at $225m in gross helium value. That’s from one well, one discovery.

But the real upside…. The Itumbula CPR is just part of the story. The remainder of the mining licence area holds significant prospective resources. Multiple development wells could scale HE1 into a field-sized helium asset, potentially multiples of that conservative case.

The market is still pricing HE1 like a high-risk explorer. The ESP changes that. Bookable reserves are where the story turns, and Itumbula could be just the beginning. 📈🔥🚀🚀🚀

GLA 💪🏼

anyone else think @broomtree & @woffler have hit it off? it’s so cute 🥰

honestly, the way those two finish each other’s sentences, it’s less “posting on lse” and more love island: aim edition. 💘

broomtree drops the gloom, woffler adds the doom, and together they’re the perfect ****tail of negativity, shaken, not stirred. 🍸

at this point, i half expect them to announce an engagement before he1 announces an offtake. imagine the wedding vows:

“i promise to hold, through thick rns and thin spreads, until delist do us part.” 💍😂

meanwhile, while they’re busy planning the honeymoon in shortsville, he1’s lining up a rocket launch pad. 🔥🚀

You may have noticed some institutional accumulation recently. I know why, many know why, this isn’t random. It’s visible in the on-market trading patterns: large blocks bought above the market bid, clearly strategic positioning. These investors are factoring in near-term catalysts like the ESP in Tanzania and progress in Colorado, which could materially impact production and future valuation. It’s not speculation, just reading the market signals intelligently. 📈

Pubs have just opened so adios for now…🍻🍺🍾

@InvestingGoals, I know all those numbers can be a bit head-spinning, so here’s the simple version:

• Itumbula is the part of the licence where they’ve actually drilled and tested the helium. Think of it as the part of the garden you’ve already dug up and know has treasure. That’s where the 2C/3C numbers come from.

• The rest of the Mining Licence hasn’t been drilled yet, but based on geology and models, there’s good reason to believe there’s more helium there. That’s what the 2U/3U numbers represent—potential treasure waiting to be uncovered.

• ESP is due soon, and if positive, these numbers could increase, turning more of that “potential” into “known” helium.

HE1 already has a discovery, there’s real upside still in the ground, and the upcoming ESP could make the picture even brighter, which is why investors are excited. 📈🚀

@InvestingGoals, Just to clarify, the numbers are often confused because contingent (2C/3C) and prospective (2U/3U) resources are reported separately.

• The Itumbula discovery is assigned 2C + 3C contingent resources (295,797 Mscf for 2C, 1,345,591 Mscf for 3C), which represents the portion of the Mining Licence that has been proven and tested.

• The remainder of the ML, excluding Itumbula, has prospective resources: 2U = 709,239 Mscf and 3U = 3,227,556 Mscf, as you noted, which are unrisked and based on geological models rather than flow-tested wells.

So the potential of the ML is far larger than just the Itumbula discovery, and the CPR provides a comprehensive breakdown for investors to assess both what is proven and what remains to be explored.

In short, Itumbula is the “anchor” discovery, while the rest of the ML holds considerable upside, which is why HE1’s valuation and long-term potential are being watched closely. 🔥🚀

Patience, @InvestingGoals, wait for the ESP. Once that’s in, all the CPR numbers get some serious context, and the story gets a lot more exciting. ⏳🚀

Just the build up to the ESP could have us back at 1p, and that’s before any data comes out.. 📈🧨🔥🚀🚀

@InvestingGoals, fair challenge, but worth keeping perspective. The CPR quotes 2C + 2U at Itumbula alone, but that’s before considering the wider Rukwa basin potential, and doesn’t include what could come out of additional seismic and step-outs. What matters isn’t just the raw BCF versus global demand today, but that HE1 controls 100% of one of the few dedicated helium licences anywhere, in a geopolitically safe jurisdiction, with confirmed discovery and scalability. For an explorer at this stage, that’s significant.

@jshute323, haha, guilty as charged mate 😅

If anything, HE1 looks more like it’s slowly building the pressure for liftoff. 🔥🚀

When people say HE1 has “no fundamentals,” they’re looking only through the narrow lens of revenue and profit, which is true for any early-stage explorer. But explorers are judged on a different set of fundamentals: the size and quality of their licences, geological data, proven resource potential, strategic location, funding position, and the wider market conditions.

In HE1’s case, it holds one of the largest dedicated helium exploration licences globally, in a market facing a structural shortage where prices are at record highs. Those are fundamentals, just not the same ones you’d use for a mature producer with cashflow.

🧨🔥🚀

Few moments ago… +13% at 0.57… Derampers scrambling for a seat while investors sit tight and enjoy the ride. The trend isn’t waiting for permission. 🧨🔥🚀🚀🚀🚀

+10% and counting… blink and you’ll miss the liftoff. Patience pays, panic sells don’t. 📈🧨🔥🚀

All rise 📈🧨🔥🚀🚀🚀

@SuccesstotheBrave nice ‘brave’ try, but you missed the key bit. Rockets always shake and rumble before liftoff. That “unscheduled descent” you’re joking about,,,,, It’s just the engines firing up while the doubters cover their ears. History shows the biggest moves come right after the noise and smoke. 🚀 Patience isn’t just a virtue here, it’s the ticket to being strapped in when ignition hits.

Repost as the thread got deleted by the daily burner accounts nonsense last night.

@bigbeasty & the @wOffler, and all derampers. It’s pretty clear you all bought in off the back of conviction posts rather than your own research, and now you’re bitter because you’re down. That’s on you, not me. I remain extremely bullish on HE1, because the fundamentals haven’t changed: we’re sitting on a globally scarce resource, debt is being reduced, institutions are clearly positioning, and timing is the only variable.

You keep blaming rockets and “predictions” for the current SP, but let’s inject a little reality here: bulletin board posts don’t move markets, capital flows and fundamentals do. Bitter souls tend to look for someone else to blame. I’ll stick with my research, my conviction, and the upside here, because HE1 will do very well. 🧨🔥🚀🚀🚀

🫳🎤

A deramper walks into a bar… 🍻

Orders a pint, tells everyone the barrel’s empty, and that the pub’s doomed.

Meanwhile, the regulars just laugh, keep drinking, and wait for the barrel change… because they know the real stuff is still in the cellar. 🍺🚀

📣💃 “2–4–6–8… who’s the one you’ll celebrate…. HE1, HE1! 🚀🔥” 📣💃

Careful though, those flip-flops from doom posts to moon posts can cause serious ankle injuries. Better start stretching now… 📈

@Blubay, solid scenario you’ve outlined, and worth focusing on the positives here. If this is how the mechanics are playing out, then HE1 reduces debt, avoids a disorderly dump of shares into the market, and instead sees large blocks move into stronger hands. That kind of structured transfer at a premium price shows confidence and supports stability for investors.

For the share price, it sets a stronger base, stabilising here, with any positive news acting as the spark that drives it much higher. When large investors take positions like this, they’re not betting on scraps; they’re backing a much bigger prize ahead. 🔥🚀

@Jackdaw2607, you showed your real self today. Abuse like that has no place anywhere, even on an anonymous board. You’ve hitched your wagon to a brand-new account that’ll be binned by tomorrow, while your own post will stand as a reminder of who crossed the line.

Meanwhile, I’ll stay focused on HE1 and bullish on where it’s going. Suggest you find a better outlet than keyboard threats.

Slam Dunk Binned 🗑️

Those big trades going through above the close tell their own story. Nobody pays over market unless they really want the shares, and in size. Whether it’s crossing into stronger hands, institutional accumulation, or a pre-arranged block, the outcome’s the same: demand at a premium.

🧨🔥🚀🚀🚀