Member Info for Zoffy

I might even buy a few with the possibility of a bidding war for a buyout...

It does show promise going forward but the spread at 1.2 / 2.0 is a bit bonkers. I would certainly look to aquire should the spread improve.

Come on people you just know this will fly you to the moon soon...Or maybe not. Never let it be said I'm not on bothe sides...

In the realm of corporate commentary, it’s easy to get swept up in melodrama. Speculation, often untethered from reality, can cloud the true story of a company’s trajectory. Recent musings about HE1’s AGM have fallen prey to this trap, painting a misguided picture of uncertainty and division. But for those paying attention, the reality couldn’t be more different. HE1 stands poised on the brink of a transformative breakthrough.

Let’s address the heart of the matter: the mining license (ML). This isn’t a question of “if” but “when.” The arrival of the ML will serve as the catalyst for HE1’s next phase, triggering a wave of activity that includes the publication of a Competent Person’s Report (CPR), detailed feasibility studies, and advanced discussions with third-party collaborators. Far from signaling any doom-and-gloom, this moment represents the calm before the storm—one of progress, innovation, and growth.

Critics have raised concerns about corporate investor interest, missing the point entirely. Once the ML is secured, corporate interest will follow naturally, much like helium itself—light, swift, and inevitable. HE1’s leadership isn’t chasing short-term optics but is instead laying a robust foundation for significant and sustainable growth. This isn’t about flashy announcements; it’s about strategic preparation for long-term success.

The AGM showcased a team marked by quiet confidence and composure. For those inclined to analyze body language or invent rifts, consider instead the reality of a focused team on the verge of a game-changing breakthrough. HE1’s strategy reflects meticulous planning and readiness to capitalize on the opportunities ahead.

So, what’s next for HE1? Expect milestones that will redefine the company’s trajectory. The ML will open doors to corporate partnerships and provide the bedrock for future growth. The publication of the CPR and FS details will further cement HE1’s credibility and potential. And as these elements fall into place, the narrative will shift from quiet preparation to visible success.

For investors and observers alike, now is the time to recognize HE1’s true story: one of focused determination and strategic patience. This is not a tale of melodrama or uncertainty but one of imminent transformation. The breakthrough is near, and HE1 is ready to seize it.

Blubay a sensible post of what I am aiming for. There are no lords and masters for me to placate. I've always been honest in that I want the SP to go down. No harm in trading in a different way to the buy / sell majority. Just got to be careful as big losses can offset big rewards and never over leverage!

Agazzis "No issue zoffy we just get to dilute our own shares at a discount instead of getting locked out" That will go into the rrampers silly replies category...

Crypt - Keep buying that falling knife. You'll need more plasters when you get cut...

LOL you can add "lots of smallish sales is trader's and the shorter are taking advantage" to the usual don't panic "It's just a tree shake" comment, or "MM's want you shares" Standard ramping rubbish...

Delusional - Sentiment and the view of the market drives the price!

LOL no chance

SP is going down as no news forecast in the short term. ML won't change anything, Weather in Colorado not great. AGM was lucklustre apart from no further dilution without share holder approval. If they run out of money in 6 to 12 months that could become an issue...

Lots of interest in the AGM but the SP has done zip... no srprise there then!

Https://www.accuweather.com/en/us/las-animas/81054/march-weather/332176?year=2025

Pretty frozen in the evenings until mid to end mar 25. And then the thaw begins in earnest. Expect Slush and water logged ground... https://www.accuweather.com/en/us/las-animas/81054/march-weather/332176?year=2025

The Rampers state that the SP was so much higher in the past however the number of shares in issue now are considerably more following dilution. To expect significant price rises on the receipt of the ML (priced in) is highly optimisitic. And if it gets rejected on grounds of sustainability, commercials, technicals etc then be prepared for a significant drop.

The ML is already priced in! If however it's not granted expect a tumble in the SP...

Ambitious starting in Jan. Nightime temps dont go above 0 until late March in Las Animas. Ice is an issue for operators.

Full article >>>>>> https://www.chemanalyst.com/Pricing-data/bulk-helium-1100

In Q3 2024, the Helium pricing environment in North America experienced a significant downturn, primarily driven by an oversupply situation and diminished procurement efforts. This decline was exacerbated by weakened demand from vital sectors, including healthcare and high-tech manufacturing, which added to the prevailing negative sentiment. The United States, as a major player in the helium market, faced substantial price fluctuations amid excess supply and stagnant market dynamics.

Throughout the quarter, prices consistently fell, reflecting notable shifts between the first and second halves of the period. Seasonal factors and geopolitical tensions further complicated the landscape, contributing to a challenging pricing environment. Importantly, tepid demand and ample inventories have led manufacturers to refrain from initiating any price changes in the domestic market, with overall operating rates remaining low. However, prices remained largely unchanged compared to the previous quarter, signaling a lack of improvement in the market dynamics.

By the end of the quarter, the market sentiment reflected persistent negativity, underscoring the difficulties faced by the helium sector in North America. This continued struggle suggests that without significant demand recovery, the market may remain under pressure moving forward.

In Q3 2024, the APAC region witnessed a notable decline in Helium prices, with India experiencing the most significant fluctuations. This downward trend was influenced by a combination of factors, including high supply levels from key producers such as Qatar and a decrease in import costs. The market became oversaturated as consistent production levels and reduced freight charges contributed to the surplus availability of Helium. Additionally, stable natural gas prices supported continuous production, further pressuring prices downward. Throughout the quarter, there were also disruptions in production due to plant shutdowns, which impacted supply dynamics. In India specifically, the pricing environment remained negative throughout the quarter, characterized by steadily decreasing prices. Seasonal trends and market dynamics played crucial roles in these fluctuations, showing a direct correlation between high supply levels and low demand. Despite these challenges, prices remained stable compared to the previous quarter, indicating no significant improvement; however, there was an increase of 8% in comparison to the same quarter last year. The quarter-ending price of USD 94740/MT for Helium Gas CFR JNPT in India reflected the overall decreasing trend in pricing, underscoring the challenges faced in the Helium market during this period.

In Q3 2024, the Helium pricing landscape in the MEA region experienced a notable decline influenced by several key factors. This downturn was primarily driven by oversupply and reduced procurement activities, which exerted downward pressure on prices.

What we don't know is if the payment method was agreed prior to EWT or if the shares were offered as "an option" in lieu of cash on completion. Or do we?

McNol "Timing is everything in the market. Notwithstanding the fact that the acquirer of these shares has insider knowledge of the EWT results."

I don't see what insider knowledge of EWT results they would have had if the EWT wasn't undertaken until after the agreement for payment for specified works was signed...Or did they also undertake the wireline logging and drill stem testing ("DST") operation?

Maybe they used a calculator without enough decimal places under a penny. Was it 0.99999999999997 or 0.99999999969! Maybe only had an abacus available...