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HELIUM 3 - How 855 ppb compares to known values

Economic implication (very high level)

Helium‑3 trades in a niche but high‑value market, with benchmark prices commonly reported around roughly 1,900–2,500 USD per litre of gas at standard conditions, reflecting its extreme scarcity.

A gas stream carrying ³He at hundreds of ppb would, if producible at scale and if the ³He can be efficiently separated, imply a potentially very significant resource in monetary terms compared with the tiny global ³He supply today.

An 855 ppb helium‑3 concentration in a production gas stream would be staggeringly high by terrestrial standards and far beyond any publicly reported discovery to date.

How 855 ppb compares to known values

Recent “headline” discoveries in natural gas/helium fields report helium‑3 in the range of roughly 1–15 ppb, and those are already described as among the highest naturally occurring terrestrial levels.

For example, Pulsar’s Topaz/Jetstream‑1 well in Minnesota has been independently verified by multiple US federal labs and Woods Hole at around 11–12 ppb ³He in gas containing ~7–8% ⁴He, with occasional samples up to 14.5 ppb.

I am looking in a mirror and smiling!

A very welcome RNS indeed.

Https://wp-helixexploration-2025.s3.eu-west-2.amazonaws.com/media/2026/03/25.09-Annual-Report.pdf

That failed.......if you open a telegram Account, just type in

Helix Exploration (HEX) Channel

That should work....

try this

*************helixexplorationchannel

“The selection of Helix in this pioneering research initiative reinforces the significance of the geological indicators we have identified at Rudyard and the potential they hold for geologic hydrogen. We are genuinely excited to be working alongside the U.S. Air Force and the Chimaera Fund as partners in this effort — not simply as data providers, but as active collaborators bringing subsurface expertise and field operations to bear on a shared objective. The convergence of national energy security priorities with our existing geological assets at Rudyard represents exactly the kind of opportunity we have been building toward, and we look forward to advancing this work together.”

— Bo Sears, CEO of Helix Exploration PLC

Credit to Brentw1 and Blatav1 for ink and find

Helix Exploration PLC is conducting active exploration for helium at a project site in north-central Montana and encountered a highly favorable geological hydrogen deposit approximately 110 miles from Malmstrom AFB. Their deep well program has confirmed the presence of key geological indicators for hydrogen generation, and the company is preparing additional coring and laboratory analysis to further characterize the resource. This foundational field data will significantly strengthen the assessment’s coverage of the Malmstrom region.

Fact check from Ai

Partly right, but overstated.

A **change of control can trigger accelerated vesting or special treatment**, but it does **not automatically happen in every LTIP**. It depends on the plan rules, the company’s articles, and the specific takeover terms. The phrase “standard AIM corporate governance” is too broad: AIM companies can adopt different vesting and takeover provisions, including “mirror” provisions or trust-based settlement, which may alter the outcome.

So the stronger reading is: a sale **might** allow management to participate earlier, but it is **not guaranteed** that vesting accelerates immediately, and the three-year restriction may still matter unless the plan expressly overrides it. Alternative view: even if awards vest on a takeover, the existence of a long vesting period can still make management less likely to favor a quick sale, because it signals a preference for longer-term value creation rather than a short-term exit.

Https://discord.gg/zQdJRhTfRs

Another article worth a read.......

Milestone reached for helium extraction from geothermal fluids

by crm | Feb 12, 2024 |

https://crm-geothermal.eu/2024/02/12/milestone-reached-for-helium-extraction-from-geothermal-fluids/

Sinopec powers up China’s first helium-integrated geothermal project in Xianyang

Posted on November 6, 2024

https://www.eog-asia.com/sinopec-powers-up-chinas-first-helium-integrated-geothermal-project-in-xianyang/

Tax Evasion

In 2016, a Tanzanian government tribunal ruled that a “sophisticated scheme of tax evasion” was organized in Tanzania[23] and fined Acacia Mining, as reported by Bloomberg, for under-declaring export revenues from the Bulyanhulu and Buzwagi mines since 2000.[24] John L. Thornton told The Globe and Mail that “Acacia never paid a dime of income tax” to the Tanzanian government.[25][26]

In May 2017, the government of Tanzania accused Acacia Mining of “underreporting its gold exports by a factor of ten”. The investigation revealed that Acacia declared the presence of gold, copper and silver in its mineral sand exports, but did not declare other precious metals. The committee found that the exports included amounts of undeclared sulfur, iron, iridium, titanium and zinc. The report stated that Acacia declared 1.1 tons of gold in a container that actually contained up to 15 tons of gold. The Tanzanian government then imposed a ban on the export of gold and copper concentrates. The accusation and ban halved Acacia's market value.[27] In October 2017, Thornton met with John Magufuli, the president of Tanzania, for six hours, and negotiated a deal that included a $300 million payout from Acacia to the Tanzanian government, as well as the Tanzanian government taking a 16% stake in Acacia's mines.[28] Thornton reportedly did not tell Acacia the terms of the settlement until after the deal was announced, even though Acacia would be responsible for the payment.[29] Shortly after Thornton's deal with Magufuli was announced, Acacia's top executives – CEO Brad Gordon, CFO Andrew Wray and COO Mark Morcombe – resigned.[30]

Acacia Mining was fined $2.4 million in May 2019 for alleged pollution at its North Mara mine in Tanzania. Tanzania's National Environment Management Council issued an environmental protection order relating to pollution from the mine's tailings dam.[13]

Human Rights Violations

Security guards hired by Acacia Mining have shot and killed 22 people at the North Mara gold mine since 2014, and injured 69 others.[14] Tanzanian human rights groups estimate as many as 300 mine-related civilian deaths since the mine's opening in 1999. Acacia included only 17 civilian deaths at North Mara in their annual report in 2014, and six civilian deaths in the 2016 report. No Acacia security guards have been killed on duty.[15] The Financial Times reported, “In 2015, without admitting liability, Acacia settled out of court for an undisclosed sum after a case was brought against it in the London High Court following an incident in which six people were allegedly killed by police hired by Acacia. The company admits to providing per diem expenses for the police at its mine”.[15] The International Council of Jurists said, after a September 2017 visit to the North Mara mine, that they were “deeply concerned about the gravity of many of [the] allegations and the difficulties [victims] experienced in accessing any adequate remedy and reparation”.[16]

Multiple women claim to have been raped at the North Mara gold mine.[17] In July 2018, a 9-year-old girl was crushed and killed by a mine vehicle driven by the police as the driver took a short-cut. Afterward, four women who came to sit by the girl's body were injured by teargas canisters as the police sought to disperse the crowd.[18] In June 2019, Acacia's grievance process at the North Mara mine was found to not comply with the United Nations Guiding Principles on Business and Human Rights, the international standard for corporations.[19]

Corruption

Beginning in 2013, Acacia Mining reportedly bribed Tanzanian government officials, Adam Yusuf and Jerry Minja, and others responsible for valuing land near the North Mara gold mine that it wanted to buy. The alleged bribes totaled more than $400,000.00 and were paid in cash. Jerry Minja, a district land officer who received cash payment, stated that his agreement prevents him from commenting on the details of the arrangement.[20] The Wall Street Journal reported that the original whistleblower intended to report the payments to the Foreign Corrupt Practices Act units of the United States Justice Department and the U.S. Securities and Exchange Commission. Tanzanian authorities charged three affiliates with conspiracy, organized crime, forgery, money laundering and corruption.[21] The Wall Street Journal reported in 2018 that the British Serious Fraud Office had opened an investigation in Tanzania, despite insistence that the payments were legal.[22]

TOP 10........this link shows Noble Helium as number 10

https://www.techsciresearch.com/blog/top-helium-companies-worldwide/4554.html

.........you just cant trust what you read in the papers etc...........:)

OR on a Blog etc.........

Hi Zoffy -genuine thanks for highlighting the differences between an EOI and a Tender......

Thanks for your brilliant find MCNol...

I have listed some of the other tenders for interest from Songwe Helium Ltd.

I'd imagine a construction and completion phase well in place before the November rains..

For those interested in the rainy seasons.........

(There are two rainy seasons—the heaviest rains (called masika ) usually fall from mid-March to May, and a shorter period of rain (called vuli ) occurs from November to mid-January. The dry season, with cooler temperatures, lasts from May to October.

https://www.tendampya.tz/pages/post_type/private_sector/?page=2

Songwe Helium Ltd TENDERS OUT FOR:

GOODS AND SERVICES

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

tanzania Tanzania

Provision for mobile and static camp services

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

tanzania Tanzania

Provision for medical services

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

tanzania Tanzania

Provision for Helium production facility

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

tanzania Tanzania

Provision for oil county tubular goods

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

Provision for pipeline design and construction

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

tanzania Tanzania

Provision for electrical submersible pumps

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

tanzania Tanzania

Provision for surface well test services and tools

Date: July 22, 2025

EXPRESSIONS OF INTEREST

Issued By: Songwe Helium Ltd

Deadline: July 30, 2025

Type: private_sector

tanzania Tanzania

Https://www.tanzaniainvest.com/energy/helium-one-submits-southern-rukwa-helium-mining-license-application

ChatGPT said:

ChatGPT

It sounds like you're describing a scenario where a fractured basement geological interval was tapped, and it naturally produced gas over a period of six days. The gas produced was a mixture of helium and nitrogen with little air contamination, which suggests the reservoir is likely isolated and well-sealed. Here's a more detailed interpretation of the situation:

• Fractured Basement Interval: This refers to a section of the Earth's crust, typically made of older, crystalline rock that has been fractured, creating pathways for fluids (like gas) to flow.

• Flowed Naturally: This indicates that the gas was released from the reservoir without the need for artificial stimulation or pressure pumping.

• Helium Gas in Solution: Helium is present in the gas mixture. The term "in solution" could imply that helium was dissolved in other gases or liquids within the reservoir and then released when the pressure dropped.

• Little Air Contamination: The gas produced was largely uncontaminated by atmospheric air, suggesting a good seal in the reservoir and minimal leakage during extraction.

• Pure Helium/Nitrogen Mix: The gas composition is primarily helium and nitrogen, with few impurities. This could be indicative of a unique geological setting where these gases accumulated without significant amounts of hydrocarbons or other gases like carbon dioxide.

This type of gas composition is relatively rare and could be of significant interest, especially in industries that require high-purity helium. Helium is a valuable resource for various applications, including medical imaging (MRI machines), electronics, and scientific research.

Https://www.herbertsmithfreehills.com/insights/2017-07/significant-recent-changes-to-tanzanias-mineral-law-regime

Conclusion

Certain provisions of the Unconscionable Terms Act, Permanent Sovereignty Act and amended Mining Act may engage Tanzania's obligations under various bilateral investment treaties. An example of this is the Promotion and Protection of Investment Agreement between the United Kingdom ("UK") and Tanzania,42 which guarantees UK-based investors in Tanzania a range of important rights, including “fair and equitable treatment” (essentially ensuring a transparent and predictable regulatory climate); prompt, adequate and effective compensation for any expropriation; unrestricted repatriation of investments and returns; and access to international dispute resolution mechanisms.43

As Tanzania is a member of the World Trade Organisation (“WTO”), it appears that certain provisions of the Permanent Sovereignty Act and amended Mining Act may likewise engage Tanzania's obligations under the General Agreement on Tariffs and Trade ("GATT").44 In international trade law terms, the restrictions imposed on the export of raw minerals by the Permanent Sovereignty Act and amended Mining Act could amount to an export quota and an export licensing regime. Both measures may constitute quantitative restrictions on exports prohibited by Article XI:1 of the GATT45, which could render Tanzania vulnerable to legal challenges by other WTO member states.46

TO TOFFERS - PI INVESTORS EQUATE TO

General Public 91.2% 4,848,099,319 shares

HELIUM ONE GLOBAL - Ownership Breakdown 09.07.24

FROM THE SIMPLY WALL ST WEB PAGE TODAY 09.07.24

Private Companies 0.189% 10,060,120 shares

Public Companies 0.982% 52,190,204 shares

Individual Insiders 0.986% 52,391,349 shares

Institutions 6.64% 352,969,771 shares

General Public 91.2% 4,848,099,319 shares

Top 16 shareholders own 8.8% of the company

Ownership Name Shares Current Value Change % Portfolio %

3.79% Hargreaves Lansdown 201,711,965 UK£2.9m % 1.27%

1.61% abrdn plc 85,759,035 UK£1.3m 0% no data

0.98% Oberon Investments Group Plc 52,190,204 UK£762.0k 0% no data

0.95% Liam Hale 50,567,602 UK£738.3k 0% no data

0.92% HSBC Global Asset Man (UK) 48,691,491 UK£710.9k 0% no data

0.31% Cantor Fitzgerald Asset Managem 16,307,280 UK£238.1k -75.3% no data

0.11% Fiducs Limited 5,606,549 UK£81.9k 0% no data

0.084%Promaco Ltd 4,453,571 UK£65.0k 0% no data

0.022%John Stalker 1,191,223 UK£17.4k 0% no data

0.0094%Banca Credinvest SA, Asset Man 500,000 UK£7.3k 0% 0.02%

0.004% Sarah Cope 212,524 UK£3.1k 0% no data

0.0026% James Smith 140,000 UK£2.0k 0% no data

0.0019% Russel Swarts 100,000 UK£1.5k 0% no data

0.0019% Nigel Friend 100,000 UK£1.5k 0% no data

0.00075%Lorna Blaisse 40,000 UK£582.1 0% no data

0.00075%Robin Birchall 40,000 UK£582.1 0% no data