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Maybe @PensionInvestor should take up knitting, it’s safer, quieter, and less likely to miss a helium-fuelled rocket 🚀🧶

https://youtu.be/yEuCB4I6oDk?si=9FLWxQ1TYSpkxMQa

Maybe @PensionInvestor should take up knitting, it’s safer, quieter, and less likely to miss a helium-fuelled rocket 🚀🧶

https://youtu.be/yEuCB4I6oDk?si=9FLWxQ1TYSpkxMQa

Helium One is sitting at ~0.95p, but with up to 4.5 Bcf recoverable helium confirmed within the Mining Licence, it’s massively undervalued if they deliver on execution. With the FS and Mining Licence details expected soon, a conservative 3–6 month target could be 4–6p, while a bullish 6–12 month view, factoring in development progress and market recognition, could see 8–16p. In a helium-scarce world, this is starting to look like a re-rate in waiting. 🧨🔥🚀

*Ignore the “pension investor” thread, sounds like someone’s retirement plan is attention, not helium. 😴🎈

Repost to address Tricky and Co.

HE1 Helium Value 💰

✅ Confirmed (0.3 Bcf): ~$135 million

🟡 Potential (5.25 Bcf): ~$2.36 billion

🎯 Total in view: ~$2.5 billion gross helium value

And that’s before the Mining Licence and FS drop. Big upside still to come! 🔥🚀🚀🚀

* many variables / this is simple math

This isn’t just local impact, it’s global relevance, with big upside still ahead. Watch this space! 🌕🧨🔥🚀

Globally Significant 🧨🔥🚀

Cash?

🔥🚀

HE1 Helium Value 💰

✅ Confirmed (0.3 Bcf): ~$135 million

🟡 Potential (5.25 Bcf): ~$2.36 billion

🎯 Total in view: ~$2.5 billion gross helium value

And that’s before the Mining Licence and FS drop. Big upside still to come! 🔥🚀🚀🚀

*obviously many variables to consider but this is basic math!

0.97p and climbing, looks like the market just inhaled a bit of that CPR! 😄

Turns out when you confirm 0.3 Bcf of helium and reveal another ~5.5 Bcf in the wings, people start to notice. And this is before the Mining Licence is finalised and the Feasibility Study detail drops.

We’re just getting warmed up. Or should I say… pressurised. 💨🔥

🧨🔥🚀🚀🚀

Ok here it is, my final take on todays numbers:

This is BIG !! 🔥

Confirmed and Growing 🚀

✅ Confirmed: 0.3 Bcf (2C) recoverable helium at Itumbula

🟡 Upside Potential: 0.7 Bcf (2U) + 1.35 Bcf (3C) + 3.2 Bcf (3U)

📦 Total in view: ~5.5 Bcf across the licence

Solid start, serious scale, and more to prove as we move forward.

Multiples of this SP 🧨🔥🚀🚀🚀

It’s too much for my hangover head, will look more into numbers later.

Nice to see some blue on the board, +9% this morning and momentum building. The market’s waking up to what this CPR really means: confirmed, recoverable helium and a clear route to development.

And we’re not even at the good bit yet, the Mining Licence execution and Feasibility Study details are still to come. That’s when the curtain really lifts. 🔥🚀

Patience is paying. Let’s see what the next act delivers. 🔥🚀🚀🚀

Alright, after spending way too long buried in Mscf, Bcf, 2C, 3U, and helium pricing maths… I can officially confirm my brain is now 95% helium and floating off somewhere above Rukwa.

It’s real, it’s recoverable, and it’s worth a solid chunk of money. We’re off the starting blocks!

Now someone get Lorna in front of a mic. Let’s hear the vision straight from the source. 🎙️🔥

🧨🔥🚀🚀🚀

💰 Estimated Gross Recoverable Value:

~$120 million USD

• It’s based only on 2C resources at Itumbula, not including prospective resources or the U.S. assets.

• As the resource base grows, the value could increase substantially.

This shows it’s extremely undervalued with a 50 mill MCAP

ML + FS details = major rerate 🔥🚀🚀🚀

I got carried away. I will not be a billionaire but will soon be a millionaire (multi perhaps)

Correction – and Progress

Apologies, I misread the units. The CPR confirms 0.3 Bcf recoverable helium (2C), not 296 Bcf. Still, this is a major first step: independently verified, commercial helium in Tanzania. A strong foundation with big upside to build on.

Apologies with the unit mix up but 0.3 BCF recoverable is huge. 🧨🔥🚀🚀🚀🚀

In simple terms:

Of the ~296 Bcf (2C) Gross Contingent Resources reported in the CPR, this figure already represents the estimated recoverable helium — not the total in-place volume. So:

• 296 Bcf (2C) = what Sproule ERCE estimates can realistically be recovered from the Itumbula discovery under current development plans and assumptions.

• The 3C figure (1.35 Tcf) reflects a higher-case estimate, also recoverable, but with more uncertainty.

So yes, the ~296 Bcf is already the recoverable amount, not just what’s in the ground.

Independently verified 🧨🔥🚀🚀🚀

THiS is BIG

Well, fellow investors, the long-awaited CPR has landed, and it delivers exactly what the rational bulls were hoping for: confirmation, clarity, and confidence. Sproule ERCE, one of the industry’s big names in resource auditing, has independently validated Helium One’s helium resource at Southern Rukwa, and it’s no small puff of gas. We’re talking 295.8 Bcf (2C) of Contingent Resources and a chunky 1.35 Tcf (3C), with a further 709.2 Bcf of unrisked Prospective Resources in the wings. Not bad for a company once labelled by doubters as a dreamer in the Tanzanian bush.

This CPR doesn’t just echo the company’s internal modelling, it aligns with the Feasibility Study, meaning what the team drilled, flowed, and modelled is now externally verified. That gives teeth to the upcoming commercial development, and should give the Tanzanian government, potential partners, and yes, the market, some real helium-laced oxygen.

Worth noting: this isn’t your granddad’s gas trap. The CPR confirms Southern Rukwa is an unconventional helium play, with gas stored in aquifers. Unusual? Yes. Unworkable?…. Not at all, the extended well test last year proved sustained flow at 5.5% helium. It’s quirky geology, but it works, and Sproule has signed off on that.

The development plan is smartly phased: start small with an Early Production System (EPS), then scale with a 15-well appraisal programme and a 46-well full-field rollout. Classic de-risking strategy, capital light at the front, scalability at the back. Like a mullet, but for project economics.

Sure, we don’t have the full Feasibility Study numbers yet, those are promised once the final Mining Licence paperwork is inked. But this CPR removes a big chunk of the geological doubt that’s weighed on sentiment. With the helium market supply-constrained, and Africa’s first CPR-confirmed helium resource now ready to advance, Helium One is no longer just a speculative punt, it’s shaping up to be a serious contender.

Sit tight, folks. The gas is real. The rocks are ready. And the company’s finally got the paperwork to match the potential.

🧨🔥🚀🚀🚀🚀🚀

@pjmcgra, HE1’s plan, for Rukwa, is to appraise first, produce later. No plant is being built yet, but they’ve said it’ll be modular and scalable, so production can start small and grow with more wells. All eyes on the next RNS for the full strategy. 👍🏼👀

Great reaction, @reaction, with the gov on board and helium underfoot, this one’s not just primed, it’s pressure-tested.

“Multibagger” sounds about right. Or as they say in helium land: lighter than air, heavier than gold. 🔥🚀

Trencher, but this one’s filled with helium… so it won’t explode, just quietly float over the doubters while they dig trenches below. 🎈😉

There’s a quiet transformation under way here, folks, and it’s not just helium percolating up from the Precambrian crust.

✅ From Explorer to Operator – HE1 is no longer just poking holes in the ground and hoping for a puff. With Colorado near term producing and Tanzania heading into formal licence territory, this is evolving into a dual-asset, pre-revenue producer-in-waiting.

📜 ML Formalities – Not delays, just diplomatic dress rehearsals. The framework, the economics, the board seats… all agreed. The ink is drying before the ceremonial pen comes out.

🧪 Tailored CPR Coming – HE1 didn’t just tick the CPR box. They’re commissioning the right firm, one that understands helium’s unique migration, solubility and accumulation. That takes a little longer, but adds a lot more value.

📈 Valuation Gap – The market may be snoring at 50m market cap, but even conservative projections for Rukwa (remember that 138 BCF paper?) and expanding US production make a 5–10x re-rate a serious near-term possibility, especially when those numbers go from internal to independent.

So while some are still clutching their slide rules waiting for “confirmation,” the fundamentals here are quietly stacking up. When the news flow starts, it won’t be a whisper, it’ll be a helium hiss under pressure.

⏳ Watch this space. This isn’t a helium balloon; it’s a Zeppelin being built.

🔥🚀

@broomtree, Colorado progress and revised timeline was RNS’d, Tanzania’s lining up a CPR & licence, but sure… let’s pretend nothing’s happening. 🧐🧹

If progress makes you itchy, maybe don’t hang around growth stocks. 🎈🚀

Strap a rocket to that broom. Not interested in back and forth with you, so would appreciate you take your broom and fly off 🧹🧙‍♀️