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The market will now wait for one thing: Who is the partner, and how much are they paying?

This isn't just an academic talk. It is a signal to the City that Solvonis is the primary scientific vehicle for the next wave of addiction therapeutics in the U.S.

If PVE doesn't find a partner by the end of the summer, the "18 months to production" target starts to look shaky.

Https://panafricanvisions.com/2026/05/tanzania-targets-strategic-role-in-helium-supply/

Another piece of article of interest ——> love to see this roadmap —

The company is now moving toward commercial production, with an 18-month roadmap that includes engineering design, environmental and social impact assessments, infrastructure development, and procurement of processing and transport systems.

If execution stays on track, Tanzania could emerge as one of the few new entrants capable of easing global supply constraints.

Bluebay here is copy paste from article re that 60m —->

Tanzania’s bet on helium is underpinned by both geology and policy. The government has committed more than $60 million to secure a 17 percent stake in the project, ensuring participation not just as a host nation but as a shareholder with influence over production, revenues, and long-term strategy.

The approach reflects the broader resource governance agenda of President Samia Suluhu Hassan, which emphasizes domestic value capture and equitable participation in extractive industries.

The government is valuing their 17% share of the JV at $60m today - Thats my interpretation

Whether it’s 'fresh' money or a 'valuation' of their contribution, the government has just put a $350 million price tag on the company.

If they have committed $60M—even in the form of infrastructure and tax breaks—it means they have calculated that this is what their 17% is worth. At 0.6p, the stock market is currently valuing our 83% for less than what the government thinks their 17% is worth. That is the definition of an undervalued asset.

Is that 60 million new cash incoming from govt or is that simply acknowledging that is how much spent to date on the project to get to this point?

Their inclusion ensures that no legacy company can later claim they own a piece of the "Elephant." It effectively consolidates everything under the Songwe banner.

I hope Lorna is typing this up today to send out tomorrow AM.

I’m looking for the Framework Agreement on Tuesday - that’s key and will have the plan of action etc

As CEO of HE1 she answers to shareholders, the Chairman and the London Stock Exchange. As MD of Songwe she answers to the Tanzanian Ministry of Minerals - that’s my take on it …

In article they refer to Lorna as managing director and I am now wondering as two different legal entities. For HE1 we have Lorna as CEO, Jacob CFO & the new Chairman. But for SONGWE we have Lorna as MD but who is Chairman, CEO, CFO at SONGWE?

Yes what we need now is to hear from Lorna validating the Government's "18-month production" claim with specific technical details.

The government have confirmed production in 18 months so I guess we know with absolute certainty - this all sounds great I am really pleased the government have stepped in here. They on the Board. Pressure is now on. Finally…

Is there possibility that Carver is a temporary appointment?

The Biz Lens article proves that the Tanzanian government has taken the lead. They aren't waiting for Lorna to figure out how to be a CEO; they are announcing production timelines and global supply stabilisation themselves.

Yes Chilli. Tightening control and speeding delivery. Stepping in to show CEO & CFO what PR & delivery really means and how important it is. I’m incredibly thankful to the Tanzania government now showing them how to do it…

Positive development nevertheless! Very happy finally we got the government formally on board to keep close eye on these sweet-tooth kids.