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Ezhik - I wasn't referring to hydrogen; for me that will be a nice to have, but helium is the primary target.

The reference to mining on the moon shows the value attached to He3 and since HEX has a relatively high ratio of He3 / He4, there is potential for a useful additional revenue stream, provided separation of the He3 can be achieved economically.

I'm not sure if the relevance of the articles re mining on the moon has been missed. If mining He3 on the moon is considered feasible, as evidenced by the support the idea has attracted, the fact that HEX has discovered a significant proportion of He3 can only increase the value of the Rudyard resource .

Here are a couple of articles discussing Interlune's plans for mining He3 on the moon; I have included a couple of quotes from the articles.

https://www.washingtonpost.com/technology/2025/09/16/moon-mining-helium-quantum-computing/

“Finnish tech firm Bluefors, a maker of ultracold refrigerator systems critical for quantum computing, has purchased tens of thousands of liters of Helium-3 from the moon — spending “above $300 million” — through a commercial space company called Interlune. The agreement, which has not been previously reported, marks the largest purchase of a natural resource from space.”

https://www.forbes.com/sites/jeremybogaisky/2025/08/29/moon-mining-heiium-interlune/

“The Department of Energy, which manages U.S. helium-3 supplies, signed a contract this spring with Interlune for 3 liters, to be delivered at market price in 2029. “

Hopefully there will be enough He3 to make a significant contribution to revenues.

Here are a couple of articles discussing Interlune's plans for mining He3 on the moon; I have included a couple of quotes from the articles.

https://www.washingtonpost.com/technology/2025/09/16/moon-mining-helium-quantum-computing/

“Finnish tech firm Bluefors, a maker of ultracold refrigerator systems critical for quantum computing, has purchased tens of thousands of liters of Helium-3 from the moon — spending “above $300 million” — through a commercial space company called Interlune. The agreement, which has not been previously reported, marks the largest purchase of a natural resource from space.”

https://www.forbes.com/sites/jeremybogaisky/2025/08/29/moon-mining-heiium-interlune/

“The Department of Energy, which manages U.S. helium-3 supplies, signed a contract this spring with Interlune for 3 liters, to be delivered at market price in 2029. “

Hopefully there will be enough He3 to make a significant contribution to revenues.

Pension Investor - "Looks rubbish and disaster waitimg to happen."

What do you base that comment on?

Bluetigeruk

BB3 has provided an excellent summary of the potential. It is now a case of being patient and await developments.

"We're pleased to be progressing rig selection for drilling and will be conducting a site inspection from 12th February. The site and access works planned are designed to best prepare us for drilling in Q3, 2026. Georgina and Harlequin have worked hard to structure this agreement to minimise exposure to significant capital outlay and therefore reduce dilution risk for shareholders."

Blatav1 - here is a link to the Charles Archer February review:

https://thatstocksguy.substack.com/p/small-caps-february-review

Bluetigeruk - I am looking at PLSR as a long term hold and I have been invested since the 20p's. Clearly, Topaz has the potential to produce excellent returns. The maths is straightforward; based on the information provided to date, I have a view on the potential revenue per well (major variables being gas prices, concentrations and flow rates). The other major factor for Topaz is the number of wells that provide the optimum solution for PLSR.

As to the potential scale of the opportunity, that is the billion $ question. PLSR has acquired additional leases in Minnesota and Michigan and the Quantum Hydrogen – 59,000 acres – lease has geological traits analogous to the Topaz project. Also, when TAJ was interviewed on 31/01/26, he hinted at the possibility of additional leases which suggests that he considers there is yet more helium to be discovered; I would not bet against him. It will be interesting if PLSR acquires State land leases. A google search found that the state of Minnesota controls approximately 5.6 million acres of land, which represents about 11% of the state's total land area, managed primarily by the Department of Natural Resources (DNR).

Miker - you referenced the Zac Phillips interview. In case you don't have the link, here it is:

I'm sure it will be of interest to anyone who has not seen it.

https://www.youtube.com/watch?v=uUhiPjkzLGI

I am focussing on the discovery they already have and the potential that could be delivered by the additional step out wells. We know the potential revenue per well and the additional acreage may deliver a significantly larger resource. I have a view on the potential value of the Co, including if they have a district wide discovery, so it is a case of adding to my holding when there is a dip, particularly when it occurs ahead of news; I am of course making an assumption that news will generally be positive.

Canada is off to a good start at 7% up; let's hope it holds and is reflected in London.

More good news.

https://www.londonstockexchange.com/news-article/BRES/iyan-deposit-delivers-multiple-intercepts-over-30m/17439967

An excellent interview with a good article. TAJ provided a very clear summary of the activities being undertaken and the expected benefits.

It is going to be a very interesting and exciting 6 - 9 months. I suspect the share price will be significantly higher if the good the good news continues.

If the additional leases, and the possibility of more leases, can deliver good results, the value of Pulsar could be exceptional.

Cash in the bank:

Merchantbanker post 12:07!

Here is a link to an article discussing the removal of price floors:

https://www.miningweekly.com/article/us-moves-away-from-critical-mineral-price-floors-sources-say-2026-01-29

As Buddy Holly would say "Everyday, it's a getting closer"

Unfortunately "Going faster than a roller coaster" is quite right, yet!

Although this is only one view, The Business Research Company' view on the price of titanium is:

"The titanium market size is expected to see strong growth in the next few years. It will grow to $37.79 billion in 2030 at a compound annual growth rate (CAGR) of 6.1%. The growth in the forecast period can be attributed to growth in electric vehicle and automotive sectors, rising demand in renewable energy and power generation, innovations in titanium alloy development, expansion of high-purity titanium in electronics, increasing use in advanced aerospace manufacturing. Major trends in the forecast period include lightweight and high-strength alloy development, corrosion-resistant coatings and treatments, expansion in aerospace and defense applications, medical implant innovation using titanium, high-purity titanium production techniques."

The article comes with the following caveat:

"Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. "

Predicting prices is difficult due to multiple risks and uncertainties, but EEE represents a good opportunity from my perspective.

Link to website:

https://www.thebusinessresearchcompany.com/report/titanium-global-market-report?utm

Dave - an interesting find, thanks for that.

Another name to add to the already announced expertise comprising Dr Peter Barry as He3 advisor and Cliff Cain as manager of Commercial and External Affairs; and let's not forget the involvement of Chart Industries on the production side.

I'm very pleased with the progress since my initial investment and look forward to positive progress over the next 12 months.

ForwardEver - it is incorrect to say that SP went from 25p to above 80p when the He3 levels were confirmed by the Fed Lab; the share price was already at 60p the trading day before the figures were released.

More positive news. Blencowe Strengthens European Processing and Offtake Strategy with Alkeemia LOI