Member Info for Toffers

But also bear in mind Magoo, that we are in production with BNL and helium prices are going bananas!

Here you go Magoo from the Chat with your exact question.

"What would need to happen for 1.6p to be recovered

For a recovery to that level, a few things generally need to occur:

Operational milestones

Successful production tests at the Rukwa Basin

Confirmation that wells like Itumbula West‑1 can flow commercially

Installation and operation of the Early Production System (EPS)

If the EPS works and shows stable helium flow, markets often re-rate small resource companies quickly.

Catalysts that could move the share price in 2026

Typical catalysts investors will watch for:

1. Production confirmation

Demonstrating sustained helium production.

2. Resource upgrades

Independent reserve reports increasing the size of the resource.

3. Strategic partner or offtake

Deals with industrial gas companies such as

Linde plc

Air Liquide

Air Products and Chemicals

4. Financing without heavy dilution

Junior explorers often issue new shares; if too many are issued, it can slow price recovery.

Risks that could delay recovery

Common issues for small resource explorers:

Delays in drilling or equipment delivery

Lower-than-expected helium concentrations

Funding needs causing dilution

Infrastructure challenges in remote areas

These can keep the share price suppressed even if the resource is promising.

Realistic outlook for 2026

For companies like Helium One:

Exploration success → fast share price moves

Operational delays → long periods of low prices

If the EPS demonstrates commercial helium production in 2026, recovering to earlier trading ranges (including around 1.6p) becomes more plausible. Without production confirmation, recovery tends to be slower.

In simple terms:

Yes, it’s possible, but it largely depends on successful early production and funding stability during 2026.

The market usually waits for proof of commercial flow before repricing companies like this."

Umm sounds like you might need a larger size of coat! :)

Https://www.research-tree.com/media/helium-one-quantum-helium-london-btc-quantum-blockchain-technologies-small-cap-snapshot/id/26265

Helium One Global Limited

0.7p 0p 0%

Not rocket science!

Somethings afoot!

Just wait for the other rats to turn up again, and we'll be having news tomorrow :)

There's definitely a boiler room gang on here at the moment it seems.

I think that handle hasn't posted since December 2023! May be they've been in a time warp! Connected to Swansea by any chance?!!!!

Https://www.helium-one.com/

:):)

Hope so, Blubay is Toast tomorrow if so!

Note;

"The EPS is Helium One’s pilot production system — a small-scale helium production setup that proves the field works before spending hundreds of millions on a full plant."

Note the word Production! - we become a mini production unit quite quickly :)

Triple - It's also about speeding the process up if at all possible as we have the EPS system.

"An Early Production System (EPS) is a temporary, lower-cost production facility designed to:

start initial helium production

gather real reservoir performance data

generate early revenue

reduce project risk before committing to full development

At Helium One’s project, the EPS is the first phase of the development plan after discovery at the Itumbula West-1 well.

How the Helium One EPS works in Tanzania

The proposed system will include:

Production wells

Initial development of about 5 wells in the Itumbula area.

Wells produce helium dissolved in formation water from aquifers.

Pumping system

Use of electrical submersible pumps (ESP) to lift the water to surface.

Early production facility

The produced fluids are sent to a small processing plant that:

separates helium from nitrogen and water

produces sales-grade helium

vents waste gases

disposes of produced water

This early facility is much smaller than the future plant.

Why Helium One is using EPS;

Helium One’s resource is unusual because:

helium is dissolved in water in aquifers, not trapped as free gas.

reservoir behaviour must be tested over time.

The EPS allows the company to determine:

gas-water ratio

decline rates

reservoir pressure behaviour

sustainable production rates

These data are needed before building the full Central Processing Facility (CPF).

Planned development stages

Helium One’s current plan:

EPS phase

~5 wells

small processing plant

early production testing

Expansion phase

~15 wells if EPS is successful

Full field development

up to ~46 wells with a central processing facility

In simple terms:

The EPS is Helium One’s pilot production system — a small-scale helium production setup that proves the field works before spending hundreds of millions on a full plant."

Chat

Blu, I wish you'd clear off, this is what I asked.

"Which helium companies are most likely takeover targets for Linde?"

The response was "Which helium companies are most likely takeover targets for Linde (there are ~5 juniors that fit their strategy)."

One of those listed is Helium One, as I have shown.

(there are ~5 juniors that fit their strategy).

I refuse to bicker with those who are shorting and change their views like the wind and post inordinate amounts of misinformation and then have a dig at others who use AI sources such as Chat. Get a life people. As I said before, you're either invested, in which case you do not talk the investment down, as you want to see the sp rise, or you're shorting or here for another reason, such as a brokers stooge, or a 10% trader, without any actual investmentin which case, clear off, the lot of you!

It's positive, which is more than you have been on here at times Blubay, you change with the wind, but that's because you're shorting, with you alias, Kread. So you actually don't 'own' any shares at all.

Tier 2 — Strategic exploration plays

These are earlier stage but could become takeover targets after discoveries.

4. Helium One Global Ltd

Project: Rukwa Basin (Tanzania)

One of the world’s largest primary helium exploration programs.

Recently received an offer for a mining licence covering the southern Rukwa project.

Why majors care

Massive exploration potential

Primary helium system (not just natural-gas byproduct)

courtesy of the Chat.

While not common, acquisitions become more likely if a target has:

Existing helium production and processing

Long-life reserves with high helium concentration (>1–2%)

Strategic location near Linde infrastructure

Liquefaction capability or pipeline connections

Linde is actively expanding helium supply, but mainly through projects, storage, and offtake agreements rather than acquisitions.

If acquisitions happen, they are more likely to be processing plants, liquefaction assets, or producing assets, not early-stage explorers.

"Industrial gas major Linde will build, own, and operate a new air separation unit in Oshkosh, Wisconsin.

.......

According to Intelligas, Linde has over 60 ASUs across the US and brought two more onstream in 2025."

source: gasworld.com

I find this very interesting, as Linde stated at the end of last year that they were in the market for acquisitions in 2026. They are clearly conquering the US, and that makes me wonder if they might take a look at BNL, which then makes it even more interesting that they might come on board with HE1 for Tanz?

Https://www.gasworld.com/story/helium-players-introduce-surcharges-as-qatar-shuts-gas-liquefaction/2173974.article/