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The groundwork is getting laid (not in that way), financing secured, JV gears turning, and operational momentum building. One well-timed RNS and this goes from overlooked to overbooked in a flash.

I’ve got full faith in what’s coming, and when it does, it won’t just nudge the price, it’ll flip the narrative and light the fuse for the rerate many will pretend they “always saw coming.”

Eyes forward. This story isn’t done, it’s just loading the next chapter. 📈🔥

Deep100, funny how someone so “deep” never seems to hold a position. Must be exhausting turning up just to spectate and sprinkle doom from the sidelines.

No skin in the game, yet always first to declare the patient dead. If you cared half as much as you comment, you’d have a seat at the table, not just peering through the window with a megaphone. 📣🔍

Appreciate the concern, but maybe let the grown-ups invest while you rehearse your next dramatic exit. 🔥🚀

Turns out the gas before the gas might just pay for the gas, cheeky little bonus, that. 💨💸

Revenue warming up before lift-off, patience has a payout. 🚀💰

CO₂ First, Then Helium (revised timeline) Did I Read That Right?

Just reading through Blue Star’s latest RNS, and unless I’ve misread it, commercial CO₂ production is now targeted to begin before helium sales, with first helium is now for 1H 2026.

That’s potentially early revenue flowing into the JV before the main helium event even kicks off. Smart staging, strong cashflow potential, and it looks like things are moving into buildout and commissioning.

Feels like the market might be sleeping on this detail (CO2 on target this year). Not for long. ⏳📈

One RNS today… or maybe two? Momentum’s building, and HE1’s not exactly been quiet behind the scenes. Let’s see what lands, it’s shaping up nicely. 📬✨

The Blue Star Helium RNS explicitly states that the new capital raise is to fund the “completion of facilities and infrastructure” for the Galactica development, specifically:

“to fund the final stages of surface facilities construction and commissioning”

and

“to maintain project schedule towards first helium sales.”

So, the original “fully funded” status referred to the initial phase, including drilling, early development, and pre-production buildout. This new funding is to complete the final leg of the race, i.e., commissioning and startup.

It’s not a contradiction, it’s a common scenario in project finance where multiple capital injections are staged. The RNS makes it clear: no hidden issue, just final funding to hit first gas targets.

So yes, first gas now nudged to 1H 2026, but that’s down to weather delays, not operational issues. Before then…. CPR updates, JV clarity, pilot plans, maybe even off take whispers. 🌦️⏳📈

Galactica’s getting built, funding’s flowing, and HE1 owns half the ticket, but sure, let’s pretend 0.675p is fair value. 🎟️🚀

This is “let’s build something big” behaviour 📈

https://www.bluestarhelium.com/wp-content/uploads/2025/07/61275925.pdf

BluBay, but even short-term funds don’t like selling into weakness. Think about it, if they convert early and crash the SP, they risk being stuck below water in a thin market.

HE1 has upcoming catalysts, appraisal, possible JV, and strong helium fundamentals. The real upside is ahead, and if they convert too soon, they gamble just like the rest of us, only with a bigger bag. (£10mill bag).

There seems to be some confusion around whether institutional investors will rush to convert their £10m CLN into shares asap, simply because they can. It’s worth thinking through this a little more strategically.

The CLN gives them the OPTION to convert at a 20% discount to the VWAP, not the obligation. These aren’t retail punters chasing a quick win. These are institutions with longer horizons and risk models that tend to favour upside scenarios. If HE1 delivers on its potential, the value of those convertible shares increases significantly the longer they hold off.

Why would they convert at a ~0.7p VWAP, when the company has already signposted high-impact news ahead and an asset with tier-1 potential? That would be financially inefficient.

It’s also worth remembering: aggressive early conversion would risk spooking the market, depressing the share price, and reducing their own return. That’s NOT good business.

So yes, the mechanism exists. But smart capital doesn’t play its hand early unless there’s a reason. As it stands, there’s more INCENTIVE TO WAIT than convert, and that should give some comfort to holders worried about near-term dilution.

This isn’t just about what’s possible, it’s about what makes strategic sense.

After all, you don’t fire your best shot before the target even moves. 🎯📈

Dangerous, sammy18.? Only for bed wetters, and we haven’t even started yet. 🛏️💦📈 I’ll wait for my apology at 2.5p. ⏳💌

Brentw1, disagree all you like, but calling every post a lie is a but dramatic, even for you. Not everything bullish is a “ramp,” and not everything cautious is a “deramp.”

It’s called having a view. Try it sometime without the tinfoil hat. 🎩📉📈

FYI Sammy1

Need to seriously reevaluate my relentless optimism here… and double down on it by topping up. 📈🔥🚀

Broomtree, I know AGM invites don’t come with crayons, but let’s clear this up: the £10m CLN isn’t a placing and doesn’t need a vote, it’s debt, not dilution (unless converted).

The AGM is for topping up headroom, not rubber-stamping what’s already boxed and loaded. Might be time to update your flashcards before the next curtain call.

Yet another fine example of confidently pretending to understand… and missing the elephant entirely. 🐘💨 🧹🍃

Either AM or late PM via ASX…

Blue Star Helium entered a trading halt on 29 July…

Timing is interesting. HE1 just completed a £10M institutional raise to fund its 50% stake in the Colorado Galactica-Pegasus JV and Tanzanian ESP project.

Could Blue Star’s halt relate to the US JV… Very possible.

If so, we may be about to see:

✅ Joint funding details

✅ Operational timelines

✅ Updates on JV terms

HE1 has institutional backing; BNL may now be formalising the roadmap.

Far from bad news… this could be the next catalyst.

Eyes on the next RNS… 👀 🗞️

Broomtree, the irony of calling me a clown while juggling your own narrative mid-tumble.

And since we’re talking elephants, maybe stop trying to ride them backwards while shouting directions at everyone else. 🐘🧹💨🍃

Couldn’t resist scrolling through Broomtree’s post history, needed a laugh. Between the usual jabs at me, this April classic stood out:

“Without Tanzania news it will go nowhere fast.” – Broomtree, 24 April 2025

Now suddenly, Colorado is “the real issue” and “the elephant in the room.” So which is it….. Tanzania? Colorado? Or are we just spinning the AIM worry wheel, 50/50, phone a friend?

Chris Tarrant, this broom needs a lifeline.

At this point, I’m half expecting tomorrow’s panic to be over helium’s boiling point. The flip-flopping is exhausting, Broom. 🧹🩴💨

If you’re looking for actual elephants in this market… Helium One might be the only one with tusks, a trunk, and a Q4 income stream. 🧹

🔥🚀🐘💸