Member Info for Tomcz83

Conclusion: Despite the increase in the number of listed shareholders, their total percentage ownership decreased from 78.61% to 65.78%. This difference (12.83 percentage points) is mainly the result of the massive issuance of new shares during this period, which resulted in a larger portion of shares being publicly traded without necessarily exceeding the reporting thresholds, or to shareholders who are not listed as significant.

Analysis of Changes in the List of Significant Shareholders

To identify the changes, we compare the list of significant shareholders for Helium One Global Ltd. from June 30, 2025 (first image) with the list from October 17, 2025 (second image).

Conclusion: Between June and October, a massive issuance of new shares took place (an increase of over 3 billion), which likely had a major impact on the percentage holdings of existing shareholders. Concurrently, the percentage of shares held by non-public entities significantly dropped.

Conclusion: Although most broker shareholders increased their absolute share count (due to the new issuance), their percentage holdings significantly decreased. This is a typical dilution effect caused by a large issuance of new stock.

3. Changes to the List (New Entrants and Exits)

The list for October 17, 2025 includes new entities that were not previously listed:

Halifax Share Dealing (7.46\%) - A new major shareholder.

Trading 212 (3.90\%) - A new shareholder.

Helium One Employee Benefit Trust (3.18\%) - A new shareholder (likely resulting from a new issuance for employees).

Entities that disappeared or were renamed:

HSDL, stockbrokers (EO) (11.32\%) - Disappeared from the list (likely sold shares, was acquired, or their holding fell below the reporting threshold).

Interactive Brokers (3.43\%) - Disappeared from the list.

Summary of Key Changes

Large Share Issuance: Over 3.1 billion new shares were issued.

Dilution: The percentage holdings of nearly all prior shareholders significantly dropped (e.g., Hargreaves Lansdown from 30.36\% to 22.99\%).

New Shareholders: Three new entities (Halifax, Trading 212, EBT) appeared on the list.

Exits: Two former shareholders (HSDL and Interactive Brokers) are no longer listed as significant shareholders.

As at 30 June 2025, Helium One Global Ltd had 6,218,906,777 shares in issue.

Shares in issue but not in public hands: 1.9%

Number % of shares

Hargreaves Lansdown, stockbrokers (EO) 1,792,713,830 30.36

Interactive Investor (EO) 1,047,347,619 17.73

HSDL, stockbrokers (EO) 668,616,868 11.32

AJ Bell Stockbrokers 395,336,532 6.69

Barclays Smart Investor 326,537,286 5.53

IG Markets, stockbrokers 209,696,048 3.55

Interactive Brokers 202,439,375 3.43

I wonder when it will be updated and what changes have occurred in the list of shareholders?

18 September 2025 (the day prior to the conversion notice being received)

Notice of Conversion of Advance 24 September 2025

CLN the previous one was announced six days later

Blue Star should have started commercializing the Voyager project in the first quarter of 2024. To this day, they have had no income from this project. If Galactica/Pegasus experiences similar delays, we won't see any money from the joint venture until 2027.

Background: The Board of Directors (BOD) needs money to begin production and pay salaries.

Investor A: "I want to acquire HE1. They hold licenses for significant deposits in Tanzania."

Meeting of Three Investors (A, B, and C):

Investor A to Investors B and C: "I will give each of you $3 million. In return, you will lend this money to HE1. You will then release a partial Convertible Loan Note (CLN) to lower the share price, and I will buy the shares from you at an agreed-upon price."

Investor A's Thoughts: "I will be the last one to use the CLN, which will allow me to acquire the largest number of shares. This will give me over 50% ownership. HaHaHaHa."

Meeting with the Board of Directors (BOD):

Investors (to the BOD): "We will lend you the money through a CLN, which will allow us to take over your company."

BOD (responding to the investors): "That is acceptable, but we will keep our salaries."

Monday 08.09.2025) 10 days after second CLN

Will there be a third CLN?

how much debt is being converted into shares this time?

at what price will they get the shares?

how low will the stock price fall?

I hope this will be the last CLN and from Tuesday 🚀🚀 to ✨✨

Admission is expected to become effective on 3 September 2025.

Upon Admission, the Company's issued ordinary share capital will consist of 7,014,526,636

It looks the same as after the first one CLN

Free speech = hate speech

Free speech doesn't = threats

I wanted to check if they added anything new on their website and there was this information

This site is currently undergoing scheduled maintenance.

Please try back soon!

He1 gets money 11 m

spends on

4.5 m Galactica-Pegasus project

5m Southern Rukwa project

1.5m for coffee, tea and cookies at the meeting BOD ???🤣😉

These are gross estimates, excluding operating costs, taxes, transportation fees, processing costs, and depreciation.

Market prices for helium are highly volatile, and CO2 prices can fluctuate depending on purity and local markets.

The above calculations are based on a single year of production from these seven wells, assuming stabilized flows. Actual flows may vary over time.

only helium was between 4 128 480,0 - 5 442 516,0

Helium price: $300 per Mcf (thousand cubic feet)

CO2 price: $5 per Mcf (the CO2 value is much lower and can be zero if there is no market in a given location, but for simplicity we assume a symbolic value)

For the smaller projected flows, the total estimated annual production value from all 7 wells would be approximately $7.13 million.

For the larger projected flows, the total estimated annual production value from all 7 wells would be approximately $9.40 million.

each well was counted separately and the results were summed up

Why separate helium from water, it's better to sell it as carbonated water which reduces weight

the packaging will have a warning written in small letters that the weight loss effect will disappear after burping or farting

If I understand correctly, the first factory and gas sales will be completed by the end of the year.

and if everything goes according to plan, a second gas processing plant will be built

Https://www.bluestarhelium.com/wp-content/uploads/2025/07/61275972-1.pdf

2D2G

This is only a theoretical approach to what is profitable for investors.

From the posts so far I see that everyone assumes that ..

there will definitely be dilution of shares next day after General Meeting.

On General Meeting the rest of the shareholders may vote against the dilution.

And new investors have one year to decide whether to convert to shares or take cash and in what proportion.

Here I just wanted to show that it is profitable for investors to wait for higher share prices before swapping debt for shares.

Scenario 1: Share Price Remains Low

In this scenario, the share price before conversion is 0.84p.

Assumed Conversion Price: 0.62p (resulting from an 80% VWAP discount).

Number of Shares Received: Approximately 1.61 billion shares (for £10 million in debt at 0.62p per share).

Share Price After Dilution: 0.66p (market price after converting £50M capitalization to 7.53 billion shares).

Calculation of Investor Profit:

Market Value of Received Shares: 1.61 billion shares * £0.0066 = £10.63 million.

Investor Profit: £10.63 million (market value) - £10 million (debt value/entry cost) = £0.63 million.

Conclusion: In this scenario, investors will earn approximately £0.63 million. Their profit primarily stems from receiving shares at a lower price (0.62p) than the market price after dilution (0.66p).

Scenario 2: Share Price Rises to 3.7p

In this scenario, the share price before conversion is 3.7p.

Assumed Conversion Price: 2.80p (resulting from an 80% VWAP discount).

Number of Shares Received: Approximately 0.36 billion shares (for £10 million in debt at 2.80p per share).

Share Price After Dilution: 3.65p (market price after converting £229.04M capitalization to 6.28 billion shares).

Calculation of Investor Profit:

Market Value of Received Shares: 0.36 billion shares * £0.0365 = £13.14 million.

Investor Profit: £13.14 million (market value) - £10 million (debt value/entry cost) = £3.14 million.

Conclusion: In this scenario, investors will earn approximately £3.14 million. Their profit is significantly higher because the market price after dilution (3.65p) is considerably higher than the price at which they received the shares (2.80p), reflecting an overall, significant increase in the company's total value.

Comparison and Answer

Investors will certainly earn significantly more in Scenario 2 (when the share price rises to 3.7p before conversion), achieving a profit of approximately £3.14 million, compared to approximately £0.63 million in Scenario 1.