Member Info for Toffers

ATrades, wouldn't touch it with a barge pole that one, its going in to admin and a lot of people are going to be left high and dry with the pumping that's going on! Dunkerton will pick it up from admin. He has enough shares, I doubt he'll want to buy any peeps privately unless he gets them for next to nothing. It's just a pump and dump now! but back to HE1, as this forum is for that :)

It bounced back though and needs to clearly pass through it

Next attack on 0.80 coming

First resistance was 0.80. 2 more attacks to break through?

According to 1 analyst on tradingview.com

https://www.tradingview.com/symbols/LSE-HE1/forecast/

Now need to capitalise on this rise with some more PR, keep it coming.

Big buys being reported 10/15 mins late so showing as red but they are in fact buys, buys that are millions.

Jeez, look at the flow of trades, it's unstoppable!

At work, don't give them the pleasure! GLA.

Mac/Aberdeenman, is that you in another guise?

Jarv55 you've been peddling the same rhetoric since at least 2019. The accounts must be filed by 30 June. They probably haven't got an auditor after the last one was deceitful in hiding 3 sets of litigation, imo, which I drew the attention of to the FRC and is being investigated. 8 years and no sale of anything and the money has all but run out!

Anyhow, back to HE1, hoping for a good day here, at least the company has the possibility of something to sell, a commodity which is in high demand and very short supply. If the figures are good, they will have to JV undoubtedly to extract the stuff, but all to play for. GLA.

I wonder how many will be buying more at 8am? Excited to see. See you at 8am. Nite all.

Hi PM, I mentioned about the directors skin in the game, and said that for me personally, it wasn't a concern, as it would mean a greater cgt liability for them should they increase substantially, on the other hand, if the plan is to sell out at some point in the not too distant future, then do they really need to hold too many shares? they will do well out of a sale anyway assumedly!

On Rukwa, I think the blurb from the company website says it all really;

"Rukwa hosts independently verified (SRK-2020) Best-Estimate Unrisked Prospective Recoverable Helium Resource (2U/P50) of 138Bcf, making this the largest known primary helium resource in the world. Helium concentrations up to 10.2% He have been recorded in surface seeps, representing incredible high grade compared to typical values of 0.1-0.3% associated with hydrocarbon by-product production. An extensive multispectral satellite spectroscopy (MSS) seep study over the basin in 2021 also confirmed the presence of these known seeps and has aided our exploration efforts with identifying potential new seeps and understanding helium migration through the basin."

On earnings per share, time will tell, but hopeful :)

my views.

Not a cross ramp as such but can someone tell them over there, they are not going to get anything monetary wise.

"When a company sells its assets to the Russian state, it often means that the company is complying with new regulations or laws. For example, there have been instances where foreign asset owners were compelled to sell their stakes at a significant discount and pay a portion of the assets’ value as a donation. This has been part of the Russian government’s approach to managing foreign investments and assets within the country"

EXCITEMENT BREWING :)

Take a look at the ftse mining listed companies, infact most ftse listed companies, and you'll find they also have billions of shares in a lot of cases. Yes, there might be some consolidation at some point, but how do you think those companies got to where they are? Serious investors including finance houses want to be able to trade easily, so they will go with liquidity of shares, and the swings and volatility of the market place, and you'll only get that where there's plenty of shares in play. my views.

"Then you see how he1 has completely lost control of costs." - He1 has not completely lost control of costs, they are a junior explorer, on the verge of extracting a very difficult and precious commodity which is in great demand, but they have some 10 mill in the coffers, and will no doubt attract JV interest if the figures have improved from deeper drilling. Helium is in such demand that it's basically a name your price commodity when it comes to selling it. He1 could well be on the verge of making a fortune in the not too distant future.

"Their AISC per mmcf of helium is going to be so high that any volumetric benefits will be vapourised! Just like existing holders." - Not true, if they take a JV, it's likely the JV partner will consume all related costs in to production and beyond. A JV partner will know the exact worth of this rare and sought after commodity and so I'm expecting great interest once the next set of figures are released.

"Once they complete that extra 150meters and an ewt they will need more money for production!" - not if a JV partner comes along, plus whoever wrote this garbage forgot to mention that they were oversubscribed for the recent placing!

"If both make £10m to return to shareholders. He1 have 3.7bn shares now going to over 5bn shares and will rise again and hex have 122m shares but will need only £12.5m (mid point) to go to production. Both assuming successful appraisal wells." - the higher number of shares in HE1 gives a better prospect of liquidity/volatility in the market place, the MMs have more shares to trade with, and thus make far more money, they often don't have much interest in the tiddlers and don't actively promote the market for them, which risks a company going bust if there is no appetite for the shares. I'd take HE1 any day over HEX. Plus, MMs need to match buys with sells, with a small number of shares, it's increasingly difficult to do that, and they will stop you out of the market place very easily if they are faced with too many sells. Volume is key.

"Even a well 25x more productive will succumb to he1 overheads!" - HE1 is not yet in production so that's a non sensical statement all round. Likelihood is though that HE1 will easily find a JV partner to help carry the essential costs to take it to production.

"Hex could JV and even raise a smaller amount at a higher sp. But fk it let’s say they go for 100%! That is only another 122m shares!" - again, that's exactly the problem, the small amount of shares is not attractive to MMs, and is unlikely to encourage a higher demand for the same. HE1 is far more likely to see volatility in the trading market and that volatility is key for further raises, should they be necessary at higher prices, and with more volatility in trading and a higher chance of a decent uplift in sp. Investors are not going to put their hands in their pockets for a company trading with a small number of shares.

my views.

"Mosher told MarketWatch that shortages of the commodity have driven prices higher by 800% since 2018."

source: marketwatch.com

Gladiator, someone said a long time ago that if you scroll to the bottom of the page, on the left hand side there is a little box which says cookies, and if you click on it, it gets rid of the ads. Mind you, I haven't looked for a while, as I use ad blocker anyway and that works a treat.

Sharebel, the placing was oversubscribed. There's nothing more to be said. People want in at this level, the company have the commodity, it's now down to them to deliver, and the sp will react accordingly of course.