Licence to Liftoff – Where Smart Money Boards Early19 Jul 2025 11:09
With the Mining Licence locked in, £10m raised, and two high-potential assets entering key development phases, Helium One is no longer just exploring, it’s executing. Southern Rukwa is set for high-rate helium flow testing in Q4 using ESP tech, aiming to de-risk Itumbula West. At the same time, the Colorado Galactica project, now fully drilled, is targeting first gas and actual revenue in the same quarter. This isn’t blue-sky fantasy anymore, two real shots at near-term commercialisation, fully funded and firing. The fear of dilution might have dented sentiment temporarily, but the heavy lifting is now funded, and the roadmap is finally clear.
On the Lassonde Curve, HE1 is transitioning out of the “discovery” dip and into the revaluation uplift that comes with proven development. If those Q4 tests succeed, HE1 won’t be lingering under 1p for long. Forget 1.5p, strong results and a production ramp could rerate this comfortably towards 3p or more as institutional confidence returns. Lassonde tells us that this is the sweet spot, where smart money enters before the curve steepens. I’ll say it again: I can wait… can you?🔥🚀