Tanzania on Simmer, Colorado on Boil…17 May 2025 00:27
March 3rd: Tanzania offers HE1 the Mining Licence.
March 31st: HE1 accepts with a firm handshake and a grin.
Now… we’re in that diplomatic slow-cook phase.
This isn’t a delay; it’s statecraft with seasoning. HE1 and the Tanzanian government are ironing out a Regulatory Framework Agreement: the fine print of a long-term marriage; royalties, local content, timelines, maybe even ESG commitments. Not red tape… investment-grade gift wrap.
Need precedent…. LifeZone Metals (ASX:LZM) took a similar route; months between offer and finalisation. These things age like whisky, not milk.
Meanwhile, in Colorado, the rig’s been busy, the gas is flowing, and first helium production is due end of June 2025. That’s next month. Yes, helium sales… this summer. Actual cash flow. Out in the wild.
And there’s more: the long-awaited Tanzania CPR, with the hard figures, is also due. That’s the moment the market gets its calculator out.
So we’ve got:
• A U.S. asset nearly ready to pump
• A Tanzanian licence simmering toward final approval
• A CPR report with helium numbers inbound
• And a share price still snoozing
Time is the only barrier between us and the curve.. and time, unlike helium, isn’t running out anytime soon.
Three catalysts. One mission. Ignition approaching.
⏳📈🔥🚀