Member Info for sharesaplenty

Yes, the 30p suggestion when Drilling starts is forecasted. Drilling commencement hasn't been RNS'ed yet although we all expect it to be imminent. When the RNS is released then we should expect pressure towards the 30p SP point I reckon.

Hold? No, I'm not holding. I'm not selling either.
I'm buying more today and averaging up my holding with this short term suppression on the SP by MMs. I've a lot riding on He1 now but I'm quietly confident this will be a glowing success.

When I saw the "Notifiable Interest in Shares" RNS, I just assumed it was either Mr.Spacetomato or TrekMadone telling us of going above 3% SP holding.
Oh well, that one is still to come I expect ;-)

Monkeytom, do not expect BMN to attract significant interest from ESG fund managers until and when Lemur is disposed on from our asset lists.
Also, I want BMN's value to not be inherently linked to commodity vanadium pricing. It does our company's valuation a disservice. We have so much more promise and to offer that the whatever the whims of the Asian market metal pricing says we should be priced at.

I for one don't want BMN to be correlating its SP to the commodity vanadium wholesale market pricing. I want BMN SP to valued against the growth and demand of the VRFB market. This creates added value and increased profitability over a simple 'make it cheap and stack it high' vanadium product supply.
Come on Bushveld Energy lets be having you!!!

Trek, yes this is an option.
No 'balloon' though in a blimp will be 100% gas tight, particularly at retaining small gaseous atoms like helium. Over time expect net gas loss to occur from blimp usage. Accepting that draining the balloon at the travel destination for reuse is an option but not entirely efficient.

Worth adding aside from the explosion risk of potentially considering replacing helium with hydrogen gas for blimps. Both gases will slowly diffuse and be lost from the airship.
Critical difference is helium is inert and benign. Whereas hydrogen gas once released into the atmosphere is an indirect green house gas with global warming potential of 5.8 over a 100 year time frame.
Helium is definitely the smart choice all round.

For the non-Guardian readers, you might want to take a look at this:
https://www.theguardian.com/world/2021/may/26/airships-for-city-hops-could-cut-flyings-co2-emissions-by-90
A further application and end user demand for He1 to provide for. A really nice way to tackle aviation CO2 footprint for tomorrows conscientious eco-traveller. I certainly would not wish to travel in a hydrogen gas filled alternative!
That's what I love about He1 and the product its aiming to supply into the market. It has so many applications and end use applications. Makes it a recession proof resource and critical enabler in the technological decarbonised age.

I read this interesting piece today on the BBC.
https://www.bbc.co.uk/news/business-56843149
Made me question the potential claim that helium is considered the only genuinely non-renewable element on Earth.
If this technology delivers then that claim may no longer be valid. Although I don't think these developers realise the co-product helium opportunity. How much it might be (with respect to volume) is another matter.
Couple this with existing water electrolysis to generate hydrogen you could in theory access renewable helium from water as the raw material.
Back to reality for now though with Helium 1 ;-)

Even if your right John with our SP at 30p by mid June, that's an excellent rate of return over a 5-6week time frame. Although greater returns will be made to hold right through the entire exploration and appraisal phases of work.

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.