RE: 📚 Follow the Science — It’s Been Right So Far1 Aug 2025 19:51
Helium One has already done the hard work that many doubted, confirming high helium concentrations at the Tai-3 well. Wireline sampling returned helium percentages well above commercial thresholds, putting the Rukwa project firmly on the global helium map. This validated resource sets a strong foundation.
Now, with the Electric Submersible Pump (ESP) deploying, the upcoming test will reveal the next critical piece: can helium-rich formation water be produced continuously and sustainably? This is not just any well test, it’s the first commercial-scale attempt anywhere to extract helium directly from formation water, a process well-supported by scientific research but never before proven in practice.
The outcomes to watch for are clear: helium must be recovered at surface, concentrations should be commercially meaningful, and flow rates stable enough to support production.
• In a modest scenario, measurable helium in the flow-back, even at lower concentrations or rates, would represent a technical success. This would justify a resource reassessment and could lift the share price into the 1–2p range as speculative interest returns.
• A stronger outcome, with helium concentrations above 0.3% and stable flow rates, would transform HE1 from explorer to early-stage producer. This would likely attract offtake interest, partnerships, and new funding avenues, potentially driving the share price to 3p or higher depending on market sentiment.
• The most bullish, yet credible, scenario is sustained flow with helium concentrations approaching or exceeding 1%. Given the nitrogen-dominant, hydrocarbon-free reservoir, this would be a rare, commercially attractive breakthrough. In this case, HE1 could become a global first mover in a novel extraction method, with share price multiples of 5–10x not out of the question.
This isn’t a speculative gamble. It’s a meticulously planned, science-backed test, built on years of data, structural mapping, and peer-reviewed research. Success here could not only transform HE1 but reshape global helium supply dynamics, critical at a time of tightening helium demand and supply.
Investors should watch closely. The helium is real. The reservoir is charged. Now it’s time to see if it flows. The next RNS could move more than just molecules, it could redefine an entire market. 💨📈