Member Info for PubCrawl

Broomtree

The past dilution might have had its moment, but with what’s on the horizon for 2025, its impact will likely be minimal. If the company’s upcoming milestones, like the ML, potential helium discoveries, and increased project development pan out, they’ll more than offset any dilution effects.

Essentially, if the value of the company rises with these developments, those extra shares will just become a small part of a much bigger picture. 2025 is shaping up to be a year of growth, not of looking back!

I’ve been refreshing the Blue Star Helium ASX Announcements page more than a cat chasing a laser pointer! I must stop now - Sod’s Law says if I hit the sack, it’ll update the instant I close my eyes, and I’ll miss it by seconds!

First world problems

Possible news from Colorado tonight? - looks like we might get a tasty tidbit of info, but no midnight snacks, the supermarket’s closed until the market opens! 📈🚀🚀

TBTB, I’m pretty sure Neil went to Tanzania to help with HE1’s mining operations - probably digging up more than just rocks! Maybe he’s even in the US now, plotting his next big ‘dig.’ Who knows, he might be the brains behind it all! 🤔

Deep100

If they’re raising capital to expand, I’m all for it. As long as they keep things transparent, it sounds like a win-win! And just to clarify, you obviously think I’m Neil777 - you’re definitely wrong on that one, DeepDive!

Deep100

First off… who’s Neil? Did I miss a board meeting? 🤔😂

Secondly, looking at your post history (private arena), even you believe HE1 has multi-bag potential - so why the constant doom and gloom? Raising capital is part of growing a company, but focusing only on the negatives while ignoring the progress makes no sense. Balanced discussion is fair, but if HE1 delivers, all this hand-wringing will age worse than a short position before good news! 🚀

News tonight? Who knows… but if there is, I wouldn’t want to be waking up on the wrong side of FOMO! 👀🚀

Deep100 - Raising capital is a normal part of transitioning from explorer to producer, and HE1 has been clear about its funding strategy. The key difference now is that the company is on the verge of production, meaning future raises, if needed, are likely to be for growth, expansion, or infrastructure, rather than just survival.

The “cash box” mechanism is a tool many AIM-listed companies use, but it doesn’t automatically mean dilution without shareholder value. If HE1 secures off-take agreements, production revenues, or strategic partnerships, any future raise could be at significantly higher levels, with far less impact on existing holders. The real focus should be on what that capital would achieve, not just the fact that a raise might happen. Execution is key - if they deliver, the market cap and share price should reflect that accordingly. 🚀

M CAP

With first helium sales, £100m–£150m becomes a logical next step.

As production scales and off-take deals land, £200m–£300m+ isn’t out of the question.

And long-term - Bigger producers in niche, high-demand markets don’t sit at £54m caps for long.

HE1’s next phase is clear: less speculation, more valuation 🚀🔥

At 0.91p, HE1 is still priced like it’s searching for helium, but if Jackson-31 delivers, expect that to change very quickly. The second helium starts flowing commercially, HE1 stops being a “potential play” and starts being a real producer; and producers get valued very differently.

1.5p–3p in the short term - A commercial flow test would justify that.

5p+ mid-term - Once revenue starts rolling in and expansion plans are announced, that’s a fair target. It’s not about if HE1 gets re-rated - it’s about how fast the market catches on. And when it does, good luck buying at these prices! 🚀

And that’s just Jackson-31; once Rukwa joins the party, we’ll need a bigger calculator! 🚀💰

With HE1’s CEO now onsite at Jackson-31, you know this is a key moment. Drilling’s nearly at TD, and successful testing means straight to production - no delays, no fluff, just business. With both CEOs at the well, you have to ask yourself… are they there for a formality, or for a front-row seat to something big? 👀🔥

🇹🇿 🇺🇸🚀

Those with real investing skill see what’s coming; patience is a skill, not a sprint. Fortune favours the ones who know when to hold, not the ones who chase the train after it’s left the station. 🚀⏳

And what I didn’t mention - off-take agreements, strategic partnerships, and securing long-term buyers are where the real money is. Once HE1 proves production, it won’t be chasing deals - deals will be chasing HE1.

At that point, 0.92p will look like a rounding error. 🚀💸

My post stands, the facts remain; anything from the green boxes? Irrelevant noise. 🚀😂

The familiar sight of green boxes - music to my filtered ears!

I can only imagine the pearls of wisdom I’m missing - perhaps another masterclass in hindsight trading, or a deeply researched one-liner like “HE1 bad”. Either way, I’ll sleep soundly knowing the troll choir is singing to itself while the rest of us focus on facts, progress, and potential. Binned and blissful! 😂🚀

HE1 has spent years in the trenches as an explorer, but that chapter is closing - production is now within reach. With a Mining Licence application in for Tanzania and Jackson 31 drilling into a proven helium region in the U.S., HE1 is positioning itself as a genuine helium supplier in a critically undersupplied market. The difference now; HE1 is about to sell, not just search.

At 0.92p, the market still values HE1 like it’s stuck in the exploration phase. But once helium starts flowing, the valuation could shift quickly. Short-term, confirmation of production could justify a move to 3p–5p as confidence builds. Mid-term, with both Tanzania and U.S. operations progressing, HE1 could be looking at 5p–10p+ as revenue kicks in and institutional interest grows. The real question isn’t if the re-rate is coming - it’s who’s positioned before it happens? 📈💹🚀🚀🚀

Jackson 31 has smashed through 1,080 feet, and now it’s time for the main event - the Lyons helium zone. Based on regional wells, we could have around 320–420 feet left to drill, meaning TD is likely between Feb 28 – March 2. At current drilling rates, we’re talking just a few more days before we get the answers we’ve been waiting for!

With helium demand soaring and proven flows nearby, this well is heading straight into prime territory. If helium shows pop up while drilling, things could get very interesting very quickly. And let’s not forget; this is just the first stop on HE1’s 2025 roadmap. Buckle up, because this train isn’t stopping anytime soon! 🚀🚀🚀

This 👇🏼Love it 📈🚀🚀🚀🚀

“Magoo247

Posts: 1,329

Price: 0.915

Strong Buy

RE: TanzaniaToday 13:29

I see this board is as friendly as ever :) - it’s all about the gas and flow rates for now and if as expected 2p then ML approval and we should see 3.5p - my opinion only - Patience is the key !“

Looks like both Blue Star and HE1 have been taking notes… next up …..TD, test results, ML news and maybe a few more rockets! 🚀👀

TD is just days away, momentum is building, and HE1 is setting up for a big move; jump on now or risk sprinting after the rocket!

DYOR

Tick-tock…⏳🧨💥🔥🚀🚀🚀

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