Member Info for PubCrawl

Toffers - yesterday, opinions were misleading, today, you’re suddenly seeking them? An intriguing contradiction.

You don’t engage in discussion; you bait, undermine, and attack fellow investors under the guise of curiosity. A truly tiresome cycle.

Since you asked—7p is entirely plausible with the right catalysts. Not that it matters, as we both know you weren’t looking for an answer, just another excuse to stir the pot.

We’ve all been there; busting for the loo while your sibling takes a half-hour shower, waiting for a takeaway that feels like it’s coming from another continent, or staring at a loading screen like it owes you money. Life loves to test our patience, and the stock market is no different.

HE1’s catalysts are lining up, but great things take time. If instant gratification is your thing, maybe try a scratch card. Otherwise, consult your patience chakra, hold firm, and let the market catch up; because fortune always favours those who wait. 🔮😏

Toffers, some days you’re bullish, some days you’re bearish, and some days I swear you wake up, flip a coin, and let fate decide your mood. Must be exhausting, really.

If you’re so concerned about “misinformation,” maybe start by fact-checking your own emotional swings before policing everyone else’s.

However, if I really disturb you that much, there’s a simple fix—just scroll on by and focus on whatever today’s crisis is in Toffers-land. 🚀😏

I recently read a disturbing article about the dangers of heavy drinking - the health risks, the long-term damage, the poor life choices… It really shook me. So, from that day forward, I did the responsible thing… and stopped reading that rubbish. 🍺

Same goes for HE1. Too much overanalysis, too much fear, and you’ll talk yourself out of a golden opportunity. Yes, delays happen, but Colorado revenue is incoming, the Mining Licence can drop anytime, and this stock remains criminally undervalued. While some stress over every tick, I’ll be sitting back, holding tight, and waiting for the real party to start. 🚀

Yes, tumbleweed… rolling silently, steadily… gaining momentum before a strong wind carries it at full speed. Bit like HE1 really—quiet now, but when it moves, you won’t be able to stop it. 🚀 😉

Frogman, not obsessed—just here every day tracking my posts and past share prices? Sure, mate.

Yes, HE1’s down over the year, but investing is about the future, not staring at old charts like a historian with a grudge. If past prices dictated success, Amazon would still be selling books out of a garage.

But hey, if your best argument is “look where it was”, maybe the stock market isn’t for you—try stamp collecting instead. 🚀😏

Frogman, hindsight’s a wonderful thing; pity it doesn’t make you any richer. Yes, timelines shift, but the fundamentals haven’t. Lorna’s a CEO, not a government minister, and HE1’s still on track to transition from explorer to producer.

If this stock is beyond you, why are you here? Maybe worry less about my portfolio and more about why you’re so obsessed with it. 🚀😏 🐸 🐸 🐸

Could we see 2p, 5p, 10p+ in 2025? Absolutely. This is a stock that can move rapidly when sentiment shifts - and when it does, the days of sub-1p will be long gone. I’m holding tight, because when this re-rates, I want a front-row seat. 🍿 🚀

You mean £ as below 😉

Company value @ present ,£ 51,800,000 ÷ 5,910,000,000 = £ 0.00875p

£ 100,000,000 ÷ 5,910,000,000 = 0.0165 GBP

£ 200,000,000 ÷ 5,910,000,000 = 0.0331 GBP

£ 300,000,000 ÷ 5,910,000,000 = 0.0508 GBP

£ 500,000,000 ÷ 5,910,000,000 = 0.083 GBP

£ 1,000,000,000 ÷ 5,910,000,000 = 0.165 GBP

Broomtree, is this just one of those “I’m leaving… but not really” moments?

By all means, jump ship at 1.5p; I’ll even wave from the deck as we cruise past. Just don’t come paddling back when the lifeboats are full at 10p+. 🚀😂

Now, you all know I’m extremely bullish on HE1. I could sit here and tell you we’re heading for a multi-billion-pound market cap, private islands, and gold-plated helium tanks; but let’s dial it down just a little and take a more modest approach.

Here’s the realistic path: Colorado drills successfully, helium flows commercially, and revenue begins in H2 2025. This won’t make HE1 an overnight giant, but it proves production capability, reduces risk, and brings in early cash. Meanwhile, the Mining Licence (ML) in Tanzania gets approved, but project financing takes time. HE1 likely secures a mix of bank debt and offtake agreements, with some small dilution to bridge the gap.

From there, Rukwa ramps up gradually—one or two production wells at first, scaling over time. The market cap grows steadily, not explosively, hitting somewhere in the £150M–£250M range by late 2025. That’s still a solid 2.5p–4p share price in the near term, with much bigger upside beyond.

So yes, I’ll begrudgingly put my £1 per share dream on hold (for now), but even in a modest scenario, HE1 still offers significant upside; and that’s why I’m holding. 🚀

HE1’s potential market cap depends on multiple factors, including helium reserves, production rates, contract pricing, and financing structure. Let’s break it down using a best-case scenario:

1️⃣ Resource & Production Potential

• 2C Contingent Resource at Rukwa: ~6 Bcf (already confirmed)

• Unrisked P50 Prospective Resource: ~138 Bcf (not proven but huge upside if further de-risked)

• Colorado: Smaller, but first revenue expected in 2025

• Total Potential: If even 20-30% of the 138 Bcf is commercially viable, HE1 could be sitting on 40-50 Bcf+ of helium

2️⃣ Revenue & Valuation Estimates

• Helium Prices:

• Contract prices: $550–$623 per Mcf

• Spot prices: $1,000–$1,600 per Mcf

• Annual Production Potential:

• If HE1 develops Rukwa at a conservative 200 MMcf per year:

• Revenue at $550/Mcf = $110M per year

• Revenue at $1,000/Mcf = $200M+ per year

• If scaled to 500 MMcf+ per year, revenue could exceed $500M per year

3️⃣ Market Cap Multiples

• Helium companies often trade at 5-10x annual revenue

• At $200M revenue, a 5-10x multiple gives a valuation of $1B–$2B

• At $500M+ revenue, the market cap could exceed $3B–$5B+

4️⃣ Best-Case Share Price?

• Current Market Cap (~£50M) → ~0.86p/share

• If HE1 reaches $1B (£800M) Market Cap, that’s a 16x increase → ~14p/share

• If it pushes $2B+ (£1.6B) Market Cap, that’s 30x+ → 25p+/share

• Absolute blue-sky scenario ($5B Market Cap) → HE1 could exceed 50p+/share

Conclusion:

Best case? If HE1 fully develops Rukwa, secures off-take agreements, and scales up production, a £1B+ market cap (15-20p/share) is very achievable. If helium prices rise further and full resource potential is unlocked, 30-50p isn’t impossible. 🚀

Very interesting indeed….

“The Ministry of Minerals - Tanzania

21,692 followers

2mo

🌍 Helium One Uncovers Significant Helium & Hydrogen Reserves in Tanzania 🇹🇿

📍 Dar es Salaam, Tanzania

Helium One has announced a major discovery of approximately 98.9 billion cubic feet (bcf) of helium in Tanzania, offering a critical lifeline amid the global shortage and ……”

Spot on, HereforHemo! The market’s been asleep at the wheel, but everything you’ve outlined screams undervalued. Fully funded Colorado wells, first revenue incoming, a globally significant helium discovery, and a Mining Licence in the works—it’s all lining up.

That’s exactly why I’m here. Not for 10% swings, not for short-term noise, but for the moment the market actually wakes up to what HE1 is sitting on.

And when it does? 1p? Child’s play. 5p? Just the warm-up. 10p? Bare minimum. 20p+? Well, let’s just say, I might be picking out yachts before the trolls can type “overvalued.”

Now, I don’t like to over-exaggerate, of course… but if this goes to £1, I may need to book my space flight next to Bezos. 🚀🚀🚀

Market like samurai in deep meditation—still, silent, unaware. But when eyes open, when moment comes… strike is fast, precise, unstoppable. HE1 will not just move… it will explode with purpose. 🚀🥋

We’ve all been there; walking up to a door, confidently pushing when it says “Pull,” then doing that awkward second attempt like it was all part of the plan. Bonus points if someone’s watching.

HE1’s share price has felt a bit like that lately; pushing when the market wants to pull, hesitating when we expect movement. But here’s the thing: once the right catalyst lands, be it the ML, Colorado spud, or financing; this door isn’t just opening…

….it’s swinging so hard it takes the hinges with it. 🚀🚀🚀

Mondays mornings have never been the same when invested in HE1; one RNS can turn the week on its head.

The market’s still dozing, unaware of what’s building, but when it wakes up, HE1 won’t just climb, it’ll take the express elevator. 🚀

Anyone who’s been in resource stocks long enough knows the game; timelines shift, patience is tested, but value always catches up in the end. HE1 is no different. We’ve got one of the most exciting setups on AIM; Colorado drilling about to kick off, a Mining Licence in Tanzania pending, and financing discussions in motion. These are the last pieces of the puzzle, and when they slot into place, this won’t be sat at 0.9p for long.

Yes, some investors get jittery over delays, but if success came on a set schedule, everyone would be retired on a yacht by now. What matters is HE1 keeps progressing, the catalysts are stacking up, and the risk-reward remains heavily skewed in our favour. The market is asleep at the wheel, but when it wakes up, as it always does, HE1 won’t just re-rate, it’ll bolt. 🚀

HE1’s like a shaken-up bottle of champagne—looks calm on the outside, but the pressure’s building… and when it pops, it’s gonna spray everywhere! 🍾🔥🚀

Investing is about spotting opportunities where risk vs. reward is heavily skewed in favour of upside—and Helium One is exactly that. With a proven helium discovery flowing 5.5% continuously—one of the highest recorded concentrations globally—HE1 holds a critical, irreplaceable resource in a supply-constrained market.

Revenue is imminent. Colorado is set to generate first income in H1 2025, with Tanzania to follow within 12 months of its Mining Licence (ML) approval. Financing talks with banks and offtakers are already underway, paving the way for development without shareholder dilution.

Helium demand is surging, and HE1 is poised to capitalise in a big way. The market won’t ignore this forever; when the re-rate comes, I’ll be glad I held.