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In the style of Pub:

🚀 Blue Star’s Jackson 31 just smashed expectations with strong flow rates and high helium concentrations – and HE1 investors should be paying close attention!

🔥 The Helium Market Is Heating Up! – Another major success story proves the booming demand for high-grade helium, and HE1 is right in the sweet spot to capitalize.

💥 HE1’s Game-Changing Edge – With a Mining Licence in hand, a massive resource, and proven drilling success, HE1 is set to dominate as the helium sector explodes!

💰 Big Deals Incoming? – More helium discoveries mean more attention. Expect industry heavyweights, partnerships, and lucrative offtake agreements to roll in fast.

And the best part? HE1 has even bigger catalysts ahead! Any update on Rukwa’s development, production plans, or major strategic deals could send the share price parabolic! 🚀🔥

Tomorrow could be huge – watch those breakout levels closely! 📈👀

A Balanced view:

HE1's Rukwa Basin prospect features a thick sedimentary sequence with multiple trap types and high helium concentrations (up to 5.5%). The geological setting, with well-sealed reservoir rocks, minimizes the risk of helium escape and enhances commercial viability.

Recent well tests (Tai-3) have confirmed significant helium flow rates with minimal nitrogen or hydrocarbon contamination. These results exceed the industry’s commercial threshold of 0.3%, suggesting potential for scalable production.

Unlike helium extracted as a byproduct of natural gas, HE1’s primary helium reserves allow for direct extraction. Its Tanzanian location provides access to transport infrastructure and a favorable regulatory environment, reducing logistical costs.

Global helium shortages, exacerbated by supply chain disruptions and declining output from traditional sources (e.g., the U.S. Federal Helium Reserve), create a favorable pricing environment. HE1's ability to supply helium independently could command premium pricing.

The company is transitioning from exploration to appraisal and pre-production planning. With successful well results and a defined commercialization pathway, investors could see significant value uplift as HE1 advances toward first production.

HOWEVER!!!!!!!!!!!!!!!!!!!!!!

While HE1 presents a compelling investment case, it remains a speculative early-stage resource play. Risks include geological uncertainty, funding requirements, operational execution, and regulatory challenges. Investors should conduct thorough due diligence and consider their risk tolerance before committing capital.

DYOR, DYOR, DYOR

Pub if only your positivity, hopes and dreams could be converted to reality we would all be millionaires.

Sphinx....I post reality not dreams

As that nice chap PubCrawl is in full ramp mode I feel some clarification is necessary...

he 2023 Competent Persons Report (CPR) highlighted major risks like seal integrity, well-bore instability, and uncertain commercial volumes. These concerns do not simply disappear because a mining licence is offered. The actual production capability and economic viability remain unproven.

The Tanzanian government's offer and only an OFFER of a mining licence does not confirm commercial viability. It merely indicates regulatory approval, not that Helium One (HE1) has successfully proven long-term production capability or economic feasibility.

Despite the licence offer, HE1 has not sold a single cubic foot of helium. Moving from exploration to production involves enormous challenges such as infrastructure development, securing offtake agreements, and operational scaling — none of which have been achieved yet.

HE1 still requires substantial capital expenditure (CAPEX) for infrastructure, production facilities, and logistics — none of which have been finalized. Any delays or financing difficulties could severely impact the project.

The 2023 CPR Still Raises Doubts: The Competent Persons Report specifically flagged geological and operational risks. Without clear evidence that these issues have been mitigated, the narrative of a “commercial breakthrough” remains highly speculative.

A mining licence offer is not a final approval; it’s contingent on HE1 meeting regulatory, environmental, and operational conditions. Failure to meet any of these conditions could result in licence revocation or suspension.

The reality is that many resource companies with licences still fail due to operational, technical, or financial challenges. HE1 has yet to demonstrate sustained, commercially viable helium production.

Despite the licence, HE1 still has not published proven helium reserves (1P) or economically recoverable resources. Without this, any claim about commercial production is purely speculative.

The sudden offer of a mining licence without substantial public data from EWT or further proof of commercial helium volumes raises questions about the basis of the licence offer. This could be more political than commercial validation.

In summary, the offer of a mining licence is being exaggerated as commercial proof of success, while major operational, geological, and financial challenges remain. The project still lacks clear, verified data proving sustainable and profitable helium production.

Punter you cannot reply as you are not able to counter factual guidance on CPRs, extraction viability and how Helium is actually produced over millions of years.

Rick123.

Maybe once the rampers post sensible information excluding the usual retail hype due to their over leveraged positions then I might give it a rest. Future investors require an objective view on the risk instead of living in a dream world.

Take heed of any RNS and read them for what they are instead of colorising the facts.

Yet more missconceptions from Punter at 15:09

Flow rate, not lifespan, determines commercial viability

A well can last decades, but without high commercial flow rates, it’s worthless. Longevity means nothing if the flow rate is insufficient to generate profits.

Helium does not “self-generate” in commercial timeframes

The claim that drilling into uranium/thorium-rich basement rock means helium will continually replenish is scientifically false. Helium forms from radioactive decay over millions of years, not fast enough to sustain continuous commercial production.

No proof of commercial viability:

Helium One (HE1) has not provided:

Sustained commercial flow rates.

Third-party Competent Person's Report (CPR) confirming economic viability.

Any evidence of large, extractable reserves.

Without this, any talk of "lifetime helium supply" is pure speculation.

A mining license doesn’t confirm commercial success

Being granted a Mining License (ML) simply means the government has permitted drilling — not that the resource is commercially viable.

Plenty of companies get MLs but never achieve profitable production.

Misleading uranium analogy

Comparing uranium powering nuclear aircraft carriers to helium production is completely irrelevant.

The presence of uranium does not mean helium will continuously regenerate fast enough for commercial production.

Bottom line:

No commercial flow rates = no business.

No CPR = no independent confirmation of viability.

Proven reserves = pure speculation.

This post is a clear example of irrational investor hype based on pseudo-scientific misunderstandings. There is zero evidence that Helium One has a commercially viable discovery — and until they produce a Competent Person’s Report (CPR) or demonstrate sustained flow rates, all claims about "long lifespans" or "self-replenishing helium" are pure fantasy.

The real question is:

Where is the third-party confirmation of commercial viability?

Where are the sustained flow rates proving commercial extraction?

Where is the CPR confirming reserve size and economic feasibility?

Until these questions are answered, any talk of "lifetime helium supplies" or "self-regenerating helium kitchens" is nothing more than retail investor delusion.

In summary, your argument is riddled with misconceptions. A CPR exists precisely to ensure the company’s claims about commercial viability are valid. Suggesting that a company could simply sign off their own CPR or that the government’s decision to grant an ML is definitive proof of commercial viability demonstrates a lack of understanding of industry standards.

"You think a CPR is produced by a third party, paid for by us, and they say Nah, not commercial mate lmao!" Yes, that is exactly what can happen if the data does not support commercial viability. CPRs do not exist to rubber-stamp company projections; they exist to protect investors by providing an unbiased, fact-based assessment. If the CPR finds the project is not commercially viable, it will say so — regardless of who paid for it.

"Then said third party goes to TG and says hey guys you, all your experts, the company's data etc is all wrong you better take away that ML." Again, the ML (Mining License) was issued based on preliminary feasibility, not guaranteed commercial success. The third party wouldn't be addressing the TG (government); they would be providing assurance to the market and potential financiers. If the CPR contradicts the company's claims, it would heavily impact investment confidence and financing opportunities — which is exactly why independent verification is crucial.

Punter oh dear oh dear...

"A FS is not speculative. It is what the TG based, after months of examination, awarding a ML!" This is incorrect. A Feasibility Study (FS) is an internal document produced by the company to demonstrate the potential viability of a project. However, it does not guarantee commercial viability — it is simply a projection based on the company's data. The government (TG) may use it as part of their assessment, but their decision to award a Mining License (ML) does not inherently confirm commercial viability. Regulatory bodies often grant licenses based on preliminary data, not guaranteed success.

"A CPR is merely for the market and they normally just mirror a company's figures." This is false. A Competent Person's Report (CPR) is an independent assessment conducted by a third-party qualified professional to validate the company's claims, provide unbiased confirmation to potential investors, lenders, and partners regarding the resource's economic viability. If a company could simply write their own CPR and have it accepted, it would completely undermine the purpose of independent verification.

"Who the feck do you think gives them the figures in the first place lol." The company provides data, but the third-party conducting the CPR performs its own analysis, audits the data, and ensures it meets international standards (such as JORC, NI 43-101, etc.). They don't simply take the company's word for it. If the data does not align with realistic commercial viability, the CPR will reflect that.

"It is a fact that CEO's of companies with qualifications such as Lorna's can, and do, CPR's for their own companies and they are accepted all the time." Absolutely false. A CPR conducted by the company itself would carry zero weight in the financial or regulatory world. The whole purpose of a CPR is to obtain independent verification from a qualified third party with no vested interest in the company. Suggesting a CEO could sign off their own CPR shows a fundamental misunderstanding of the process.

"But your dumbest statement, among many you post is 'and commercial viability is independently confirmed.'" This is actually a perfectly valid statement. Commercial viability can only be independently confirmed through third-party verification like a CPR. The company's internal claim or a granted mining license does not confirm commercial viability — only a comprehensive, independent assessment does. Banks, financiers, and JV partners require this confirmation before committing capital.

Punter... Youe inital post, while the potential of HE1 may appear promising, it is largely based on unverified projections, speculative assumptions, and management's promotional narrative. Investors should approach with caution until the CPR is released, financing is secured, and commercial viability is independently confirmed.

The suggested share price target of 9/10p is purely speculative. Without tangible results or confirmed commercial viability, such price predictions are premature and may mislead investors into expecting unrealistic returns.

Your post builds excitement around upcoming news and potential growth but lacks concrete evidence to support these claims. Encouraging investors to "strap in and enjoy the ride" suggests a promotional tone rather than a fact-based investment thesis. This type of rhetoric can be dangerous for investors making decisions based on emotion rather than factual data.

HE1 has yet to announce any clear production timeline (discounting Bluestar partnership), offtake agreements, or revenue streams, making it speculative at best. Without a clear commercial roadmap, claims of edging closer to production lack substance.

he claim that it’s only a matter of time before the market wakes up is misleading. The helium market is dominated by established suppliers with proven reserves and extraction capabilities. HE1 remains a speculative player with no confirmed production.

Global helium demand is indeed rising, but major producers (e.g., Qatar, U.S., Russia) already control supply. Without established extraction, refining, and distribution channels, HE1 will struggle to compete with these incumbents.

While momentum is mentioned, there is no concrete evidence of significant progress on actual extraction in Colorado. Without exraction drilling results, processing or commercial agreements, this remains speculative promotion.

And finally...HE1’s claims rely heavily on speculative language rather than proven technical and commercial facts. The lack of confirmed reserves, infrastructure, revenue, and market positioning makes their prospects highly uncertain.

My rebuff to Pubcrawl crazy speculation...

While 138 bcf sounds impressive, “in place” volumes are meaningless without a clear understanding of reservoir characteristics. Helium accumulation is typically found in traps with highly variable permeability and pressure conditions. The lack of historical production data from this region means recovery estimates are, at best, speculative.

The assumption of 5% recoverability is optimistic without well test data to confirm flow rates and pressure differentials. Many helium reservoirs globally exhibit much lower recovery rates due to the challenge of extracting helium from mixed gas streams. Furthermore, extraction efficiency depends on the presence of co-mingled gases like nitrogen or methane, which impact separation economics.

The quoted helium price of $300–$400 per mcf is a spot price figure that applies primarily to purified helium in a tight market. However, in-ground helium is valued significantly lower due to extraction, purification, transportation, and market access costs. Given the infrastructure constraints in Tanzania, achieving a price anywhere near this range is unlikely without substantial CAPEX investment in cryogenic processing facilities.

Tanzania’s energy and resource sector has a history of shifting regulatory policies and state intervention. Recent changes in mining and petroleum laws demonstrate a preference for state participation, which could lead to additional permitting hurdles, profit-sharing mandates, or even resource nationalization risks.

The idea that HE1’s £60M market cap is “pocket change” based on hypothetical recoverable helium volumes assumes a near-perfect scenario where everything aligns: geology, recovery rates, pricing, permitting, infrastructure, and offtake agreements. The reality? Even proven helium projects with established production (e.g., North American helium producers) trade at far more conservative valuations relative to their reserves.

HE1 might have an interesting prospect, but without CONSITENT LONG TERM well test data, infrastructure clarity, and clear regulatory pathways, this valuation narrative feels more like a helium-filled balloon—likely to deflate under real-world conditions.

It's just a teeny weeny polka dot bikini well. And they need to separate the helium form the CO2 and Nitrogen. Don't expect a rise tomorrow.

Rick123

As at 30 September 2024, Helium One Global Ltd had 5,905,710,763 shares in issue.

Shares in issue but not in public hands: 1.9%

Do you really think the odd million will make a diference?

Oh how I wish we could post screenshots on here instead of what could be ficticious buys...

Are you colour blind? Surely red means it's going down.

The assertion that a joint venture with a major industry partner could ignite the share price is purely speculative. There is no confirmation that a JV is imminent or that any major players are interested. Suggesting otherwise without evidence is misleading...

The mention of HE1’s Colorado project “showing signs of success” is vague and lacks specifics. Without clear data on discoveriWhile securing funding and off-take agreements would be positive steps, they are far from certain. Many early-stage resource companies struggle to secure the necessary capital or commercial buyers, particularly if they have not yet demonstrated consistent production.

While securing funding and off-take agreements would be positive steps, they are far from certain. Many early-stage resource companies struggle to secure the necessary capital or commercial buyers, particularly if they have not yet demonstrated consistent production.

Finally...The use of dramatic phrasing (“rocket’s on the launchpad,” “countdown has begun,” “multi-bagger”) is a common tactic in promotional material but does not equate to solid financial analysis. Investing in junior resource stocks carries significant risks, and past failures in the helium exploration sector show that many projects do not deliver as expected.

Thank you for your understanding. I foretold the price on the ML announcement as it was effectively priced in a couple of months ago and I got dissed. I actually overestimated a little as I though it might go to 1.2p but hey a profit is a profit. Rebuy in a week or 2 when it's back to less than a penny.