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In fact on closer examination almost the entire track of the intended roadway can be made out in the 8-9-2023 image, this was not possible with the 3-9-2023 image.

Heavy traffic is moving along this route from the Itumbula highway to the pad area 4 km away.

https://www.flickr.com/photos/194934344@N06/53178745134/in/dateposted-public/

The more I look at Sentinel the more surprises result.

Whilst it may have become somewhat redundant for Tai-3 (hopefully) with regular tweets from now on, it continues to be useful for giving details on Itumbula-1.

This is a comparison of Sentinel images around the Itumbula High - left is 3-9-2023, right is 8-9-2023.

https://www.flickr.com/photos/194934344@N06/53178987913/in/dateposted-public/

In the left image of 3-9-2023 a faint track of a couple of hundred metres is shown leading southwards from the pad area.

On the right image of 8-9-2023 this track is longer, around 500 metres, and now more distinct and darker. However in the later image another track appears again around 500 metres long leading northwards from the main Camp Rukwa to Itumbula highway.

On 8-9-2023 the ends of the two roadways were around 3km apart.

No doubt in a couple of weeks they will meet somewhere in the middle, and a roadway of around 4km and pad will be completed in around 4/5 weeks time.

Nobles Mbelele-1 will be overflown tomorrow, and we should be able to tell whether the rig has arrived, not that Noble are ever backwards about coming forwards, so we could find out from them first.

Tai-3 and Itumbula-1 will be overflown again on 13-9-2023.

I expect both sites will have been visited by Saint Lorna on at least one occasion this year, but no pics from the publicity shy He1.

Lets hope we get a barrage of tweets this week, and more than a few blokes standing on a bit of a mound waving their theodolites about.

An Itumbula CPR would be nice also - Saint Lorna - you do really want to tell us - I know!

Just for completeness, now that we have "discovered" the location of Itumbula-1 I thought I'd just summarise the area and the geology.

This is the overall area in relation to Itumbula, the salt works and Camp Rukwa, showing seismic and ERT lines -

https://www.flickr.com/photos/194934344@N06/53177414148/in/dateposted-public/

Legacy line TVZ-05-R, which is the white line running SW to NE across the image is important, as in the Admission document it was this line which formed the basis for the illustration of Itumbula geology, and possible well sites, here -

https://www.flickr.com/photos/194934344@N06/53173631551/in/dateposted-public/

Helium One are principally targeting the Karoo with this well, and drilling to 800M, so the well could look something like the left well of the two illustratedon the right side of the image, although that goes slightly deeper to 1000M+.

TVZ-05-R actually extends far South of He1's licence area, as shown in the example well location plan, all the way to the BMF forming the Western boundary of the Rukwa basin, the BMF's being the beloved hunting grounds of Noble, so a discovery at Tai and/or Itumbula could lead to a stampede to snap up those potential licence areas which lie presently outside Nobles and He1's licence areas. You can still see the tracks of TVZ-05-R and the other 1980's seismic on GE 40 years after they were created. clearly He1 also believe in the BMF plays as a well is shown there at Kasuku, even if it is far outside He1's licence area.

Quite why Itumbula has 10.2% helium and Tai 2.2% (I think that was the highest measured at Tai-1) I'm not sure, but the 10.2% figure has been well established for many years, and don't forget DM did his "Attenborough" style video from within the lake in 2021.

This is a close up on the Itumbula-1 well site from GE, obviously pre dating present activity -

https://www.flickr.com/photos/194934344@N06/53176282697/in/dateposted-public/

There is a small lake just at the tip of the bottom blue ERT line, presumably this is the source of the "local" 10.2% helium, indicating that any reservoir at this location could be charged with the same rich helium mix, and that the source of the Itumbula Springs extends all the way to this point 3km from there.

Work commenced at the well site sometime between 24-8-23 and 3-9-2023, suggesting that they knew they could fundraise successfully well before that date, as obviously contracts needed to be confirmed, whilst work continued at Mbelele.

For completeness this is my view of the current state of play at Rukwa, He1 and Noble, with Nobles "String of Pearls" headed our way.

https://www.flickr.com/photos/194934344@N06/53177555814/in/dateposted-public/

A few months of big publicity coming up, and I think Nobles rig and our long lead items should be arriving on their respective sites about....now.

Following on I have a newer and much better candidate for Itumbula-1, together with evidence of a partially built roadway.

It ain't easy when all they give you to go on is "it is around 15km from Tai-3" and "the terrain looks like this" -

https://www.flickr.com/photos/194934344@N06/53174045187/in/dateposted-public/

Anyway there are various clues and as usual Sentinel comes up trumps, if you look hard enough, the key thing was to work out where the boundaries of the various plays are from the AGG survey, and then concentrate on looking only within these areas.

So Sentinel reveals this, with images L-R taken 17 days ago, 7 days ago, and 2 days ago, (12 days ago was cloudy)

https://www.flickr.com/photos/194934344@N06/53176364485/in/dateposted-public/

It isn't much to go on, again I saw this developing a week or so ago, and dismissed it, but what could be a roadway grew by a few hundred metres over the 5 days between the last two images, so maybe I dismissed it a bit too quickly.

This is Sentinel overlain upon Google Earth Maxar showing the location in relation to the Itumbula Helium Springs, that juicy 10.2% stuff, and the new roadway to get to the main road will have to go for 3600 metres.

https://www.flickr.com/photos/194934344@N06/53176414443/in/dateposted-public/

Mmm..I thought, looks a bit more interesting, but I still wasn't sure.

But then put the location into Google and zero in on Google Earth and things suddenly look a lot more interesting -

https://www.flickr.com/photos/194934344@N06/53176358390/in/dateposted-public/

Two very thin lines form a big "X" on the image, that "X" isn't an imagery artefact, those lines are actually on the ground and are Helium One's 2021/22 seismic lines. This Itumbula-C (B) candidate sits exactly on one of these seismic lines! The red N-S line is 15km from Tai-3.

Then place the He1 seismic and ERT line overlay from the He1 website upon Google Earth and BINGO!!

https://www.flickr.com/photos/194934344@N06/53176358390/in/dateposted-public/

This candidate lies directly over a Phase I 2021 seismic line, is directly on an ERT line (exactly the same as Tai-3) and is within 2km of six other seismic lines.

This is without doubt the location of the Itumbula-1 well site. The previous candidate will now be deleted. This location is 4km direct from Camp Rukwa, or around 7km via the main road and new roadway.

New general map of Rukwa

https://www.flickr.com/photos/194934344@N06/53176123014/in/dateposted-public/

And with the targeted play outlined in white from the AGG survey, it is colossal, many times larger than Tai.

https://www.flickr.com/photos/194934344@N06/53176464288/in/dateposted-public/

Any chance we can see the CPR for this Saint Lorna?

Because I'm quite sure that one exists....

Sentinel Update - 8-9-2023

Sentinel has now become a little redundant now that we are getting regular updates from Saint Lorna, which appear to be almost in real time now rather than several weeks behind. Presumably all the high risk stuff in dealing with the pad works is finished, and placing accommodation containers can be tweeted almost as it happens.

This is the pad on 8-9-2023

https://www.flickr.com/photos/194934344@N06/53173943927/in/dateposted-public/

This is my interpretation compared with the recent twitter pic, as there seems to be some activity, more containers/pipes since the pics was tweeted on 7-9-2023.

https://www.flickr.com/photos/194934344@N06/53174837259/in/dateposted-public/

There appear to be many more pipes at the pad on 8-8-2023 than were tweeted on 7-9-2023.

This is interesting because all the pipes at Camp Rukwa, which were a solid black "L" shape and which were in place since early 2023 now appear to have been removed, leaving just a grey shape next to the roadway -

https://www.flickr.com/photos/194934344@N06/53174837259/in/dateposted-public/

A vehicle can be seen on the main road to the left of the camp.

Which brings us to the site immediately opposite Camp Rukwa on the other side of the roadway. This appears to have been spread with fertiliser so may not after all be the site of Itumbula-1. It is sometimes difficult to distinguish between agriculture and engineering unless the obvious appears.

He1 do not appear to give much away on the location in their "civils" tweet

https://www.flickr.com/photos/194934344@N06/53174045187/in/dateposted-public/

I did do a few generalised maps on the Itumbula area prior to the Sentinel images coming down this morning and casting doubt on the well location. So take the exact well location with a large pinch of Salt (?), but it appears to be within this general area.

Taking that into account this is a general map of Tai/Itumbula - the red circle is 15km from Tai-3 so the new well is close to this line.

https://www.flickr.com/photos/194934344@N06/53172981167/in/dateposted-public/

This is a close up of the general area, showing how the fault marks a clear boundary between the area where salt/minerals/helium bubbles to the surface and where it does not -

https://www.flickr.com/photos/194934344@N06/53174013275/in/dateposted-public/

The "Z" shaped line running left to right is the southern licence boundary.

And this is combined with the AGG Survey indicating the area outlined in white which they are targeting and comparing with the size of Tai - Itumbula is many times larger.

https://www.flickr.com/photos/194934344@N06/53174069515/in/dateposted-public/

Line TVZ-05-R is the white line running diagonally SW to NE in this photo

https://www.flickr.com/photos/194934344@N06/53174061253/in/dateposted-public/

Geology based on this seismic line

https://www.flickr.com/photos/194934344@N06/53173631551/in/dateposted-public/

"The Itumbula prospect is another highly ranked prospect within the current portfolio. A robust, structural closure located approximately 1km downdip from the basin's most prolific active surface helium seep with up to 10.2% helium. The prospect, which is located along the Itumbula structural High, has been mapped out using the vintage Amoco 2D seismic, as well as the more recent Phase I & Phase II 2D seismic acquired by the Company in 2021. The Itumbula High is also supported by the interpretation of the 2016 airborne gravity gradiometry data."

See here

https://www.flickr.com/photos/194934344@N06/52842538902/in/dateposted-public/

Interesting choice of words as the area within 1km of the Itumbula helium seeps has hardy been touched by the recent Phase I and II 2D seismic. Also interesting that Camp Rukwa is only 2km west of the Itumbula helium seeps, suggesting that they may have been initially more interested in this area than Tai.

I did post an image indicating a possible drill location near Itumbula, some time ago, although this now appears to be outside our licence area, and was one part of the licence given up towards the end of 2022.

https://www.flickr.com/photos/194934344@N06/51888214242/in/dateposted-public/

Both Tai-1 and Tai-3 were represented on He1 maps prior to their official locations being released, see here -

https://www.flickr.com/photos/194934344@N06/52844167662/in/dateposted-public/

The tale of the mystery cursors is within the image.

We have no seismic for the Itumbula area, but as the rest of the region dips to the East, presumably the new location will be around 1km to the East of Itumbula.

Noble have never said to my knowledge who is doing their civils, Mbelele-1 pad is now complete, Mbelele-2 looks as if will be complete within 2 weeks or so. If they and Me1 are both using the same company for civils then we should see work commencing on the Itumbula-1 pad within around 14 days.

Will keep an eye out.

https://www.flickr.com/photos/194934344@N06/52784076691/in/dateposted-public/

He1 maps of Balangida also have a mystery cursor.

The most interesting post of today (IMHO) was at 13.14 by Thomungo indicating that He1 had modified their shareholder page, to delete Mr Hale's 58M (7.07%) shareholding , indicating that he had gone below 3% or 24.75M.

I had posted a few weeks ago that I thought that he was our "Mr Big" seller and so it has proved, at least partly.

But a quick look at the He1 shareholder page reveals something else.

https://www.helium-one.com/investors/share-price-information/#SignificantShareholders

The page is dated 8-8-2023, so Mr Hale had gone below 24.75M by that date, probably a few days before, and he had already by then got rid of 33.25M, well before anyone had cottoned on as to what was happening. My first large post on the matter was 19-8-23, so well behind the curve there.

The latest tally of shareholders also reveals that Oberon have disposed of 15M, no mention of IS, he may or may not have, we'll never know, no TR1's don't forget.

The slack has been taken up by pi's - no institutions here.

But this date of 8-8-23 is actually quite important.

I had speculated in the 19-8 post that He1's PR exercise of 14-8-23 may have been prompted by Mr Hale selling. That could indeed be the case, as if they were notified of the selling on or about 8-8-23, then the RNS of the PR presentation was 11-8-23, they had just a few days to get people together in order to do a reassuring 14-8-23 PR exercise as they knew a tsunami of selling was hitting the market and Mr Hale likely wanted out completely, so the selling would continue until he was out.

So this suggests to me, indeed confirms, that there is nothing untoward going on and He1 merely wished to reassure long suffering shareholders without telling them the reasons why they were about to need to be reassured.

And that page dated 8-8-23 concerning the current largest shareholders is interesting in itself.

Look at the metadata behind the page and you see this -

https://www.flickr.com/photos/194934344@N06/53164389983/in/datetaken/

Line 14 - the page was modified at 10.43am 1-9-2023.

So He1 knew around 8-8-23 that Mr Hale was selling. Pointless PR/handholding RNS'd on 11-8-23, PR presentation on 14-8-23, all designed to deal with the avalanche of shares hitting the market.

But they didn't tell anyone until 1-9-23, and only spotted today. Why?

I would suggest that they knew on that date that he is completely out, or almost so, with now so few shares it doesn't really matter.

And a quick totting up (very rough, I know) suggests that Mr Big has indeed got rid of at least 25M since 10-8-23 when I began calculating.

So hopefully the share price can within a day or two begin to behave more normally.

And the Bohwa Tsingtao is now just of the coast of Kenya, a few hundred km from Dar es Salamm.

Hopefully carrying our long lead items, as well as Noble's rig. Nothing for sure, but if our long lead items turn up at Tai-3 early next week, it will pose and interesting que

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