focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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.
If your trying to restrain yourself from buying more He1 shares probably best not to watch this interview.
A master class of how the company is lining itself up for the next exciting stage of its development.
When to sell? Depends whether you're a trader or an investor.
I'm taking an investment position here so my sell is not some arbitrary multi-bag point from my holding. I want to see this story unfold right through to He1 being a global leader in helium commodity supply.
The end value of which is likely to see dividends likely close to the SP of today or a multi £bn buyout.
Blubay, happy to have others comment but my understanding is we are fully funded for the exploration and appraisal drilling.
After which there will need to be cash raised e.g. placing, loan or mix of both I don't know? This might sound a negative, but get to this point we'll have a identified proven helium reserves and assets primed for extraction. So the money would be used to get the product out the ground, process it and deliver it into the market. So its a no-brainer and low risk cash raise when we get this far into proceedings. Any placing will be a far higher SP so the dilution effect will likely be minimal on any current holders IMO.
The attractive differentiator with He1 over rival helium suppliers such as this is the decoupled requirement to not have hydrocarbon extraction/processing running alongside.
How viable is this Barzan and Amur project if you strip away all of the hydrocarbon assets? Noting that today's oil and gas is now entering a death spiral as we transition ourselves over to renewables.
Noob67, if you want a straight vanadium resources player (with integrated VRFB development activities) then you can't do better than BMN in my opinion. But as always DYOR.
Vanadium (and its VRFBs) is the answer for large scale battery storage at grid scale. Particularly enabling as globally we switch to from fossil to renewable power generation. How else do you provide the power when the sun ain't shining or the wind ain't blowing?
For the time being though stuck with Li-ion for small appliances and mobile/EV applications. VRFBs are going to go gang busters by the way over the next few years.
For the small scale Li-ion stuff I can't help thinking its ripe for a new disruptive power storage innovation to change the game here. What it is though, I've no idea. Answers on a postcard please ;-)
Better still David Minchin should have a chat with Fortune Mojapelo to see what the requirement might be. Fortune's a fellow AIM listed CEO who is driving force in the global energy storage VRFB revolution and coincidently is leading this initiative just down the road from Tanzania.
Agreed ST, Vanadium Redox Flow Batteries (VRFBs) kick ass over lithium ion on lifetime duration, safety (don't cause fires), levelised cost of power storage and recyclability.
But they are only really suitable for static storage, so no good to help solve the EV problem. However VRFBs really come into their own for grid scale power distribution of renewable power. Something I'd suggest He1 consider investing in once they go into full commercial scale helium purification, upgrading and bottling with whatever renewable power generation they are thinking of using.
the sp has had a slow lumber all day, now its going for a short sprint to the finish. Have a great bank holiday everyone.
Could our much anticipated Eskom BESS contract confirmation be inbound? We seem to have been waiting an age for this news.
I like the 'smell of Helium in the morning' line ST ;-)
Maybe we can ask David Minchin or another He1 senior staff to give a onsite interview at the drilling rig once spudding is underway. We could see about hiring Beaker from the Muppets to dub over the voice for the promotional video ;-)
Wyndrum, presumably the RSI must have a time half life function on it? Such that when the SP flatlines for a week (rather than 1 hour) the RSI value drops after a previous rise.
I'm a PI having held since not long after IPO in the 8pm range. I'm not for top slicing, I've been topping up whenever I can. He1 has got so much going for it just now.
If we get to £1.50 on spud date. I'm going to celebrate with a Spudulike takeout. Cheese and beans filling my fav!
Being north of 20p ahead of any further RNS related progress news on the exploration front will be a nice platform to rocket this upwards. Looks like we should get there with little difficulty.
No antivax comments here please. If you don't want the vaccine go ahead and catch covid and suffer the consequences. The choice if yours.