Member Info for SpotTheNutters

Ted

It was very bullish, agree. He was trying his best not to appear smug or to be seen grinning from ear to ear.

No doubt at all from him in the 50MW and 100MW in the pipeline or the rapid pace in achieving it. He's not a 'sales' type, just practically minded, which I prefer. Get's the job done.

Putting it into perspective, the $ 40 Mill revenue you highlighted is roughly five times the current Market Cap.

Many will have initially just read 'Strategic Agreement' in the announcement title, without reading the detail.

When a few more digest the content in the announcement, there may be a healthy uplift in the price.

Something many are already aware of but a reminder of additional underlying incentives for increased global investment in the sector:

______

"At the same time, the current conflict in the Middle East has opened the world’s eyes to the critical importance of helium in developing new technologies and continued economic growth. It’s no exaggeration to say that helium is now viewed through the same lens as rare earth and critical minerals and is being priced accordingly.

World helium supply is now severely reduced following the attack on Qatar’s Ras Laffan gas processing facility. Estimates vary, but it’s conceivable that up to 35% of global bulk tradeable supply has been impacted for up to three to five years.

Helium spot prices have risen between 35% and 50% since March and long-term pricing is likely to follow."

Sam

This individual suffers from Aspergers, even if they're currently unaware of it.

Evidenced by the verbosity, the repetition, the fixations, the inability to 'read the room', etc

It's a waste of time expecting them to understand that their assumptions are in error. Best just to keep reporting their posts for disruption of the thread.

Next you'll be reading 'If you have ten bananas and only two people eating them at a rate of one banana every thirty minutes .... etcetc', ad nauseum. 😀

Reserved, it doesn't explain it, no.

Any Helium stocks declining in price are 'stock feature' specific.

The chip sector only accounts for 17% of global Helium use.

_________

Published 2 days ago on April 27, 2026

Helium’s Expanding Industrial Role

Helium demand is tightly linked to high-tech and medical industries, where reliability is critical and substitutes are limited.

Scientific research accounts for 22% of global consumption, followed by semiconductor production and lifting gas applications at 17% each. Medical use, particularly in MRI machines, represents another 15% of demand.

As demand grows across semiconductors, healthcare, and scientific research, helium is becoming less of a niche resource and more of a strategic one. With supply concentrated in just a handful of countries, securing reliable access is emerging as a priority for governments and industries alike.

Marc

Personal view, which will differ from many others.

GEX - Announced awarding a drill contract to a provider 'before' finalising terms. That's commercially inept and raises alarm bells or suggests insincerity.

HEX - Shareholder frustration at lack of announcements / information relating to progress.

HE1 - Location. Tanzania.

Maybe .... a change of name to 'Maybe_Today' ? 😀

Willy

Nothing different at all, other than, on that occasion, you wrote it. So, it's okay if 'you' speculate but not if others do.

That old hypocritical chestnut ! 🙄

You haven't got 'a case ' to rest but keep on pretending to yourself. 'You can' but it's not right if anyone else does.

Sanctimonious k.n.o.b.

Willy

Well, you wish to point the finger at speculative numbers expressed on this thread, but that's no different to the following speculative post on BOOM, where you suggest a 50% to 80% uplift on future bids. Even with bids, there remains the risk that nothing completes in the end, but you didn't mention that either. You might claim that this is not on the scale of predictions expressed here but the principle is exactly the same. Simply, 'a speculative prediction', regardless of known risks and comparing to peers.

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$210 million16 Apr 2026 15:17

We commenced the SR with a share price close of £5.58. (C£100 million MC). Are we worth $200 million? I feel thats nearer the number however and hopefully with a few big hitters interested there may be a bit of competition and we could reach $240 million. Any views? The talk of SP of £20 sounds OTT and so does £15. Even the mentioned £12 would require a bid of $290 million. Can't see that! Can you??

Mannan

The high number of shares made little difference to the speed of the valuation increase, where it roughly doubled in a couple of weeks in November and also when it jumped 50% + in March / April.

Roughly £5.75 Million traded so far since the 17th April placing.

Roughly 18 Billion shares traded since the 17th April, which was the day of the Institutional Investor placing announcement.

Agree Mr P.

USA and now China, both throwing money to get access to Rare Earths in the country where REE's Rare Earth resources sit.

The world's two largest economies, who will try to outdo or outspend the other. Perfect for REE. 😀

April 21, 2026 9:00 AM

Among the vulnerabilities exposed by the war in Iran is the fragility of the global supply of helium. Iran-linked attacks on Qatar's energy infrastructure forced shutdowns in March at the Ras Laffan complex—one of the world's key hubs for liquefied natural gas that produces helium as a byproduct.

Because helium has unique properties as a coolant and plays a vital role in the production of MRI machines, spectroscopes, particle accelerators, and semiconductors, the consequences are severe.

*** Qatar accounts for roughly one-third of the global helium supply, ***

and the conflict has effectively removed a large share of that capacity. Prices have surged, supply has tightened, and companies across the semiconductor industry are scrambling to secure material. The lesson is stark: Even if flows resume within weeks,

*** restoring Ras Laffan to full capacity could be a three-to-five-year process.***

Unanswerable question and three years away, but the desperate need for critical minerals will only increase.

Brewster

The 'chart' doesn't show anything of the sort.

Also, you've changed your predictions within a few hours.

Now 0.10 if it's a gusher, a few hours ago, it was 0.30 ('10 x todays price') if it's a gusher. 🙄

'Mr Positive's Tea'

I can see that flying off the shelves in a Sainsbury near you.

I wouldn't worry Gandernee, there are numerous interpretations to chart formations.

As an example, conversely to the positive, there's a gap fill on the chart to 0.041.

Churning through the placing will determine the direction.

Funding, giving opportunity to prove up the Helium is a positive, even for those who were holding prior to the placing.

If the results elevate the market cap to a parity with it's peers, it would be multiples of the recent 0.45 price peak.

Silly is it ? Not as silly as your assumptions.

Everybody has the ability to do their own research and draw their own conclusions about the merits of a stock and it's current valuation in relation to it's peers.

If you're 'relying' on the personal views of anonymous posters to form your own opinion about whether a stock is a good investment or not, without researching yourself, then investing in any stock at all isn't the best route to take.

What your post suggests is that you're too lazy to research yourself. 🙄

Having an enthusiastic view of an investment you hold is normal, if you believe you've paid due diligence, otherwise it's pointless remaining invested and putting your cash at risk, through just being bone idle and relying on anonymous opinions.

Agree, much prefer contributors who are enthused by the investment they hold.

There's everything to be enthusiastic about, already with a US Grant and the CEO expecting more grants and it just keeps giving.

The Heavy Rare Earth feature, just announced, as an additional resource, with Dysprosium, which is one of the rarest Rare Earth's on the planet.

All to play for.