Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Tree shake time, predictable behaviour from the MMs.
Great opportunity for those watching but not holding to board the helium 1 SP rocket.
in the void,
I think you have me mixed up with someone else? I've no concerns and I'm quite happy with the change in plan on the drilling programme. Not stressed in the slightest and I'm confident this element of the development is in a good place.
I was discussing more about future product classification and opportunities to help increase market pull by highlighting (by appropriate sustainability labelling) the lack of GHG/carbon footprint associated with our helium product.
This is crazy value now. I'm a bit younger so can take a bit more risk, so juggled my ISA portfolio to increase my exposure to He1 yet further today.
He1 is now over 50% of my ISA pot - time will tell if this works out. Having watched the excellent David Minchin presentation yesterday I'm more convinced than ever we will hit our Helium reserve on drilling.
Payback time less than 12 months for the production CAPEX. Winner winner chicken dinner!
This SP rise is the warm up act before DM takes the stage later today.
Probably Freetrade working to buy some shares. https://************/
I guess if your only buying £2 worth today come the summer it might be enough to pay for a slap up meal in a pub?
Huh? Hand the helium back to Helium 1 once your finished with using it ?!?
Bit difficult as the cyro-liquid slowly but relentlessly boils off and the gas is slippery than a bar of soap at bath time.
Mick, I think helium 1 need some better product marketing than taking this simplistic approach to the renewable and sustainability profile of their product.
Particularly if they're wanting to increase the market pull and product differentiator they clearly have over their rivals.
The other component on the helium sustainability is the energy used to extract and condense the gas. If this is generated from wind/solar then even greener than using a hydrocarbon powered energy supply. Does anyone have any idea on what the plans are at He1 for local Tanzanian energy supply to convert the gas ready for shipping?
44RJ, I really like your suggestion of the 'green helium' labelling for our product. Its working wonders for the hydrogen gas market, particularly for utilisers who are on top of the GHG/environmental impact of the gas.
I guess you could colour code helium in the same way. Green for renewable (ours) and brown for fossil derived (Qatar and others). Could even have blue for fossil derived but which has CCS (carbon capture storage), although I don't think this offering is available in the helium supply just now.
TA? What BS.
Anyone buying today or over the last few weeks and holding will be quids in winner. The best strategy is follow the story of how Helium 1 is going to be a dominant player in the helium supply market. If you have the patience and willing to take on some of the risk now as they go through the development programme you will be richly rewarded.
If you don't want to invest but just trade this stock can I suggest you go use a CFD provider like Plus500?
I'm fully loaded already.
If you're waiting for 17p, good luck! I'd say chances of dropping back to 17p is somewhere between slim to none.
Hi Fortnefvrsbrve,
The investor meeting URL to get yourself registered to attend is detailed in the recent RNS publication. Its free to attend and you can raise any questions you might have also. Its scheduled to be broadcasted at 3pm tomorrow.
Yes but the risk is diminishing as we get closer to drilling. The reward at this stage is still a multibag.
--> Drilling equipment and the team is in location and set for action.
--> New seismic data is in and prospecting data is improved upon
--> New drilling location with excellent geological structures have been found
This is shaping up to be quite an opportunity. Snooze you loose.
Thanks ST, I was obviously following the lead of the big man in his Proactive Investor interview. Look forward to tomorrows more detailed update from him.
knock yourself out ST. Looking forward to hearing from David tomorrow. I'll be sure to watch it on playback.
ST, don't worry. Although I can't sit through the presentation tomorrow, I've registered and uploaded this question onto the portal. Hopefully it might get acted on, find out tomorrow I guess.
I'm not going to be able to log in tomorrow, so I'm not going to be able to put this question in. But more than happy for you or another investor to raise it. It would be good to get the lse website changed to ensure we're getting maximal exposure in the right place.
Can we ask the lse to reclassify Helium 1? The company is currently categorised as a fossil fuel producer.
"Helium One. is part of the Fossil Fuel Producers sector." is stated on the lse's website page for the company.
It's not accurate and potentially could result in investors who are obliged to invest in non-carbon emitting/green companies only from putting their money in here. Our Helium is not linked to hydrocarbon production/handling unlike other helium production operations.
Any idea on how we can ask the lse to redefine how Helium 1 is labelled on their website?
Yeap, the tan is evidence of being out in Tanzania getting all the i's dotted and t's crossed locally for the drilling programme that's about to get rolling.