Member Info for Toffers

Then there's no need to bicker with any other investors here.

When we feel the need to bicker with someone, 9 times out of 10, it's with someone who plainly isn't invested.

Kread admits he's shorting, and Blubay seems to be linked to Kread, they are not important to investors.

Let's leave them to bicker between themselves, filter away.

Cneighbour, I do like a bit of bounce :):)

Are kread and blubay still at it! Morning everyone else.

Oh well, an rns tomorrow, and blubay will be gone forever! :)

BRING ON THE NEXT RNS HE1, PLEASE DO US ALL A FAVOUR.

Helium One Global has said:

First helium gas was achieved in December 2025.

The processing plant in Colorado is now filling tube trailers with refined helium for sale.

Early spot sales arrangements are already in place.

Each trailer of helium can be worth roughly $59k–$102k depending on pricing, giving an early indicator of revenue potential.

The speculation you’re seeing online likely comes from:

the plant now running and filling trailers

the first commercial milestone reached

expectations of offtake agreements being signed

Those contracts could materially change revenue forecasts, which is why people are talking about big valuation jumps.

Kread im pretty sure you're the guy who was removed from here with a huge number of aliases who was extremely rude about the board. Something tells me you are the same person, albeit now toned down somewhat. I also find it strange that you pop up when Blubay does!

@EdConway on Sky highlighting just how critical helium is to modern technology.

Kread, you sound just like Blubay, funny that (not!).

Blu, the negativity is all there in your posting history.

Blubay, you're not even invested so why should it concern you? All you do is post negativity and misinformation here ad infinitum.

There was a post on insta last night saying they had got Khoemeni's son, the new leader, and he had had a leg amputated. Whether it was fact or fiction I don't know, but I think Trump started something he cannot in reality finish, but he'll declare himself the victor!

MP, I'm just reposting the message. Fact or fiction, I'm sure we'll all know soon enough!! It's not inconceivable though, if helium prices are going through the roof, as a result of the wretched war.

Blubay, if you're proved wrong, and there is an RNS say tomorrow or Thursday, will you leave this forum for good please? I'm sure we'd all be delighted!

CP, wait for it, the Chat; :)

“Expected news in the next day or so”

This usually refers to a pending RNS announcement from the company. For HE1, the next logical updates are around:

Helium sales agreements (offtake contracts)

Long-term buyers for the gas

Production ramp-up at the Galactica plant

The plant has already started processing helium and filling trailers for sale. The next step is formal sales contracts.

“Materially boosting guaranteed revenues”

This phrase usually means revenue that is contractually secured, not just estimated.

Examples of what could cause this:

A multi-year helium supply agreement

A minimum purchase commitment from a buyer

A floor price contract

That turns speculative production into predictable cash flow, which investors value much more highly.

Why people are saying “50–100%”

That number is not official guidance. It’s likely speculation based on earlier company estimates.

Previously, estimates suggested roughly about $2 million per year in revenue from the initial wells, potentially higher if CO₂ is also sold.

If a contract:

locks in higher prices, or

includes CO₂ sales, or

confirms higher production,

then revenue expectations could jump significantly — hence people throwing around +50–100% guesses.

What the market actually cares about

For HE1, the big milestone is the transition from:

Explorer → Producer with recurring revenue

Announcements that usually move the stock most are:

Offtake agreements

Confirmed helium sales volumes

Production ramp-up numbers

Long-term contracts

In short:

That comment means investors expect an RNS soon confirming sales contracts or revenue guarantees, which could significantly increase expected income from the U.S. helium production.

Does someone have insider information??

I'm assuming it's Colorado CP, but I didn't post it, NMH21 did yesterday morning.

Let's see if NHM21's prediction from yesterday holds up?

"Expected news in the next day or so which is expected to deliver "materially boosting guaranteed revenues" so maybe in the 50 to 100% range??

Not too long to wait.

gla"

They're good for summarising slack, and they keep the conscientious objectors at bay!

"A large partner could accelerate production significantly."

(as per posted below)

Had 2 hours sleep! Could be flagging by mid morning!!!!

1. Helium processing plants are relatively small

Natural gas projects often require:

massive gas processing plants

LNG export terminals

pipelines hundreds of kilometres long

Helium projects typically use compact modular processing plants that:

separate helium from other gases

purify it to ~99.999%

compress and containerise it

These plants can sometimes be built in 12–18 months once financing is secured.

2. Production volumes are small but very valuable

Helium is extremely valuable compared with natural gas.

Because of this:

the actual gas volumes required are small

infrastructure requirements are lighter

transport can use tube trailers or containers

This allows early production systems (EPS) to start generating revenue before full development.

3. No LNG export infrastructure required

If Rukwa were a natural gas field, it might require:

liquefaction plants

large pipelines to ports

shipping terminals

Instead, purified Helium can be transported in pressurised containers and shipped from ports in Dar es Salaam or other regional logistics hubs.

That dramatically reduces project complexity.

4. Early production can be small-scale

Companies sometimes start helium fields with:

a few wells

a small processing unit

trucked helium shipments

If the reservoir performs well, they expand later.

This staged development model is much easier for junior companies like Helium One Global Ltd.

5. Helium demand is strong

Helium shortages have occurred repeatedly because it’s critical for industries like:

semiconductor manufacturing

space launch systems

medical MRI scanners

Major suppliers historically include Qatar and the United States, but supply disruptions have created opportunities for new producers.

A new source from Tanzania could therefore find buyers quickly.

✅ Simple takeaway

Compared with many energy projects:

smaller facilities

fewer wells required initially

simpler transport

This means the Rukwa project could potentially move from discovery to production faster than a typical gas field, assuming financing and reservoir performance are confirmed.

same source.

Right, that's it, I'm switching off definitely this time, otherwise I'll be at it all night. Sleep well. Take a risk kread, you might get lucky :)

The biggest factor affecting timing

The main thing determining speed is external investment.

Building a helium field requires:

drilling multiple wells

processing plant construction

logistics infrastructure

That’s why **Helium One Global Ltd has said it may seek a farm-out partner to fund development.

A large partner could accelerate production significantly.

same source.

Nite. I must go to bed this time, been up since 5am!

Kread,

"Strategic farmout process to commence to identify and select a suitable industry partner"

They know what they've got, they now need someone to come in and help to get it out asap, and provide the funding for it!

Have a go at Chat kread, you'll amaze yourself, yes, it's not an overnight success on the horizon, but to all intents and purposes, it's looking pretty damned good, and a major onboard would help us immensely, as we could get to production in double quick time in Tanz. In fact, if it looks as though the helium shortage is set to be with us for awhile, they might even go for two majors and do it in double quick time!

Until tomorrow!