Member Info for PubCrawl

50% Chance of ASX,

100% Chance of Refreshing the Page.

Keep the kettle on and the browser open. 🗞️ 📥

@Blubay, appreciate the textbook recital, but the post said “clever money,” not “smart money.” We’re not debating dictionary entries here…. just recognising that foresight isn’t exclusive to institutions in pinstripe suits.

The jigsaw’s falling into place, and arguing over semantics won’t stop the picture from forming.

Shall we crack on or open a glossary? 🤦

Shoo, Casper. If Juno, you know 🔥🚀

You have this very wrong, Blubay. You may be referring to institutional investors but there is a lot of smart money in this game. Not a gamble, more a strategic play, with fundamentals and catalysts all lined up.

Volume is strong at 12.1 million, with a clear skew toward buying.

Bid/Ask spread is wide at 0.82 / 0.87, suggesting market makers expect further movement or volatility.

With a £50m market cap, the morning suggests renewed interest and confidence post-bank holiday; possibly in anticipation of near-term news. 🔥🚀

Buying pressure is back, and the market seems to be waking up.

And you can time that perfectly then, Blubay? 🤦

We’re in that deceptively quiet zone on the curve. It’s where clever money holds and leans in while others drift off.

The market might not be reacting yet, but the fundamentals are evolving fast. This is where patience feels unrewarded… until it isn’t.

Hold the noise. Hold the line. The market tends to wake up after the clever money’s already in. 🔥🚀

If recent bank holidays are anything to go by, we might just see another ASX RNS tonight. They continue to Drill while we Grill 🔥🚀

Warrie, I do appreciate the lecture… truly. It’s always enlightening to hear financial philosophy from someone whose strategy mirrors a fruit machine: insert coin, cross fingers, tell everyone when it lands on cherries.

🎰🎰🎰🐩

Warrie, you’re not investing, you’re day-trading on vibes and forum fumes… you are an instant gratification gambler.. say it, admit it, get help, before it ruins you.

Jumping from board to board like a stock market speed dater, preaching doom on shares you don’t even hold. That’s not insight, that’s addiction.

Might be time for less keyboard, more self-reflection. HE1’s building something. Whereas, you are just building word counts.

Warrie… back to your own yard. This one’s for value investors… not stray barkers sniffing at the wrong tree. 🐩

Patience isn’t just a virtue; it’s compound interest in disguise. Let the quiet days do the heavy lifting! ⏳🔥🚀

As we drift into the long weekend, let’s take a moment to exhale; not just from the markets, but from the noise. We’ve held through dips, delays, and the doubters, and here we are… closer than ever to real revenue, helium in the pipe, and value catching up to vision. Progress may take a weekend off, but conviction doesn’t. So pour a drink, raise a toast to patience, and enjoy the bank holiday…. you’ve earned it. Because when the markets reopen, so too may the next chapter.

Helium doesn’t rise quietly and neither will we.🍻🥂🔥🚀

Nice, you beat mine from yesterday by 0.06p. Well jealous 🚀

Until it’s in an RNS, it’s just hot air; not helium. The market’s on standby, and when the real gas flows, so will the re-rate.

Great question, Blubay…

The £500m mcap scenario isn’t based on Rukwa alone hitting production in 12 months, but rather a confluence of key drivers:

1. Strategic Asset Scarcity – Helium remains critically undersupplied globally, and Rukwa is one of the few high-grade, primary helium discoveries outside North America. The strategic value of a Tier-1 asset in Tanzania, once derisked, is significant.

2. Licensing + JV with Government – The ML and upcoming RFA signal Tanzania’s full backing and potential co-investment. That de-risks jurisdictional concerns and can fast-track infrastructure and offtake partnerships.

3. Multi-Asset Upside – Colorado is not just a sideshow. First production and revenue by H1 2025 builds credibility, cash flow, and visibility while Rukwa ramps up.

4. Valuation Expansion – Once HE1 shifts from explorer to producer, it enters a new peer group. Apply conservative EBITDA multiples on even modest helium flows, and the mcap can rerate quickly, especially if further discoveries are derisked in parallel.

Of course, assumptions matter. But this isn’t about blue-sky hype; it’s about how undervalued HE1 currently is relative to forward potential.

GLA 🔥🚀

Indeed, SuccesstotheBrave, solid conviction.

As for mine, let’s just say it’s classified… partly for strategic mystery, partly for relationship security. 😉Eyes on the sky; ascent is due to begin.🔥🚀

Not here for blind hype; just a steady hand and a clear view. Here’s how I see this unfolding, step by step, with realism and plenty of room for optimism:

1. Tanzania Mining Licence – Fully Granted

Target: 1.2p–1.6p

This isn’t just a piece of paper; it’s the official green light. The gate swings open.

2. Colorado First Production – Q1 2025

Target: 1.6p–2.2p

Revenue begins. Real helium. Real sales. Real-world value, not just promise.

3. Tanzania CPR Release

Target: 2.2p–3p

Independent confirmation of scale. The numbers that could shift perception, and investment.

4. RFA Signed in Tanzania

Target: 3p–4p

Regulatory stability. This sets the foundation for long-term growth and institutional confidence.

5. JV or Strategic Offtake

Target: 4p–6p

A major partner steps in. Big players don’t dance without a good reason. This validates the vision.

6. Tanzania Processing Plant Greenlit

Target: 6p–7.5p

Now we’re building something. The shift from explorer to infrastructure-backed producer.

7. First Tanzania Helium Production

Target: 8p–10p+

Two income streams, one helium powerhouse. From a small cap story to a global player.

This isn’t a race, it’s a climb; with catalysts at every stage. I’m here for the long haul, not the daily noise.

Because some investments don’t just move up; they lift off. 🔥🚀

GLA investors ! 📈

Picked up 591,846 more at 0.8438p - couldn’t resist. Call it conviction, call it optimism, or just call it a dangerously confident keyboard finger.

When the ingredients are this good, sometimes you go back for seconds… or sixths. Rukwa’s rising, Colorado’s humming, and the news drum is beating louder.

If this thing’s going to fly, I’d rather be over-packed than under-prepared.

DYOR – I just did mine… with my wallet. 💰🔥🚀

Take Rukwa’s massive helium potential, untouched and ready to shine. Multiply ✖️by Colorado’s strategic value, bridging opportunity across borders. Add ➕accelerating market momentum and smart execution, then divide ➗ out any doubts. Amplify everything by upcoming catalysts and growth signals.

The math is clear: a strong, confident re-rate is on the horizon. The foundations are solid, the timing is near. Fellow investors, buckle up, big things are coming! 🟰🔥🚀

Nice one, Ir77 !

Anyone else checking the pics and wondering which one is Mcnol? ….. just me then 😆

https://www.linkedin.com/posts/michaelswstrain_mining-bowmans-africa-ugcPost-7330841293515845634-C0s2?