The Lemon Fool

Not your normal Natural Gas..........but Gas.........and a Gas that is massively more valued than Natural Gas.....

And interesting drill is ahead...................

The Primary Helium Company

Helium One was formed to explore, develop, and ultimately, become a producer of low-carbon helium, a critical material essential in many modern technologies.

Web site : https://www.helium-one.com/

Twitter : https://twitter.com/Heliumone1


May 2023 Presentation : https://www.helium-one.com/wp-content/u ... _FINAL.pdf


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Helium One Global rig acquisition "marks the beginning of a new chapter"

https://www.youtube.com/watch?v=d6U_qOkjsbE

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The usual AIM pump and dump.

Please tell us the reasons its a pump and dump........can you explain the technical reasons for such, is the Helium not there ? What do you see as the issues to commerciialisation post discovery ?

https://finance.yahoo.com/news/helium-g ... 00924.html

Major players in the helium market are Airgas, Air Liquid, Linde, Messer Group, Air Products, Gazprom, Gulf Cryo, Matheson Tri-Gas, Exxon, Praxair, and Buzwair. The global helium market will grow from $4.45 billion in 2022 to $5.03 billion in 2023 at a compound annual growth rate (CAGR) of 12.9%................

https://www.chemanalyst.com/Pricing-dat ... elium-1100

For the Quarter Ending March 2023

North America
During the first quarter of 2023, Helium prices in the North American region inclined on account of tight supply availability of the product. Helium shortage continued to impact the overall prices sentiments of Helium along with fluctuating prices of its upstream (natural gas) in the regional market. Facets such as the US bank crisis, along with incline demand for the product, proportionally impacted the overall market dynamics of Helium. Towards the quarter end, Helium prices soared as the demand for the product in the international market inclined. North American Helium Inc announced that it successfully brought in two additional helium purification plants.

APAC
During the first quarter of 2023, the price dynamics of Helium in the Asian market soared in the domestic market. Despite falling natural gas prices, there was a shortage of the product on the worldwide market, resulting in rising Helium gas prices. Due to a lack of supply for the product in India, tilted imported prices influenced the final pricing. Helium prices rose sharply towards the quarter end as the supply chain remained uneven and transit times increased. The Indian healthcare industry, as well as semiconductor manufacturing, demonstrated a higher demand for the commodity. Helium is a significant component in the smooth operation of MRI equipment, which plays an important role in diagnostics.

Europe
Helium prices in Europe fluctuated during the first quarter of 2023 due to fluctuating natural gas prices on the worldwide market. Increased energy prices, as well as a disrupted supply chain, influenced final prices. As a result of the Russian government's implementation of sanctions, there was a shortfall of natural gas available on the European market in Q1. The primary cause driving up the price value was stagnant demand in the automobile, healthcare, and other industries, as well as inconsistent supply from end-use manufacturing facilities.

Related to Noble, but good background info........


https://mining.com.au/the-rise-of-heliu ... on-filler/

The rise of helium: a critical raw material and not just a party balloon filler

The helium market is on the rise and that’s not just hot air.

The global wholesale helium market size is expected to grow from an estimated US$5 billion in 2023 to more than US$8 billion in 2030 at a CAGR of 6.6%.

AKAP Energy, which provides strategy and financial consulting advice to energy companies, says in a recent report that the growth trajectory of helium is in line with other niche energy transition commodities such as lithium and cobalt.

The AKAP Energy report says: “These commodities have seen exponential price gro..........................

Tipped in the Mail today......

https://www.dailymail.co.uk/money/inves ... tocks.html

........But here are a couple that seem to be at different stages of the Lassonde Curve.

Helium One, which is looking for helium in Tanzania, will drill a proof-of-concept well by the end of the third quarter of this year. If successful, and if Helium One goes on to prove up what it thinks it's got at its Rukwa project, the company could become one of the world's major suppliers. Expect action in the share price as drilling gets underway..........

Definitive results.......and enough for a 2nd well. Love it !!!


https://www.proactiveinvestors.co.uk/co ... 21239.html


.......The plan is to spend 30 days drilling, including logging and down-hole sampling, and then to wrap it up and assess the results.

All told, the results are likely to be far more conclusive.That will make a nice contrast to the earlier round of drilling, which lingered on for months as the company grappled with various issues associated with the mining rig it was using.

“We’re anticipating a September spud,” says Blaisse.

“First we need to crew the rig, complete the civils work and prepare the wellsite.”

That work includes upgrading access roads and placing a camp close to the wellsite. But it won’t take long.

The company is fully funded for the planned well, following a £10mln fundraise in December last year, and there may even be enough for a second well, depending on outcomes.

“Fundamentally, we want to secure a discovery at Tai,” says Blaisse........

https://twitter.com/ProAIMTrader/status ... etAuA&s=19

#HE1 1.

I've been on the phone all afternoon with people who were either at the roadshow in the city this morning, or with people who know people who were there:

Main points:

- There's no plan to raise fresh equity before any discovery.

-Loads of PR being set up for August.

#HE1 2.
The trucks for the drill rig are now on-site and being unloaded.

They're planning on spudding very late August/early September.

Drill team expected to be finalised in the next week or so.

Drilling pad is all poured ahead of schedule and curing.

#HE1 3.
The final long lead items are on-site.

The camp is all sorted and the firm are working very closely with the government re. logistics.

They reckon one well should take ~2 weeks to drill and one week to appraise on a discovery.

For anyone who has not read it....the Dec 2022 Liberum note on HE1. Good background info.

Liberum Dec 2022 Note on HE1 : https://easyupload.io/s16ukz

https://www.thisismoney.co.uk/money/inv ... l-rig.html

SMALL CAP IDEA: Helium One at likely turning point after buying drill rig

By Alastair Ford, Proactive Investors, For Thisismoney.co.uk

Updated: 08:02 BST, 1 August 2023


Early in July, Helium One announced the acquisition of a drill rig.

The deal looks to be a game-changer for the company, and the market certainly thought so: shares in Helium One jumped by nearly 100 per cent (now 8.8p) on the news.

But that could be just a taste of things to come.

Ownership of the rig will allow Helium One to s.................................

An interesting read on Helium......

https://theoregongroup.com/investment-i ... um-market/

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Interview with Helium One CEO

https://liberum.wistia.com/medias/umaaaoetjs

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New video interview :

https://www.proactiveinvestors.co.uk/co ... 22880.html

Helium One Global gearing up for drilling at Rukwa

Published: 08:05 08 Aug 2023

Helium One Global Ltd (AIM:HE1, OTCQB:HLOGF) CEO Lorna Blaisse and Director of Operations Mike Williams speak to Thomas Warner from Proactive London about the hard work currently underway at the London-listed helium exploration company's Rukwa project in Tanzania.

Blaisse delivers an update on preparations for exploratory drilling at the site, which include road upgrades and construction of the well pad, and highlights the significance of the recently-acquired and Epiroc Predator 220 drilling rig which she suggests is capable of drilling more than 2000m down, with the potential to encounter multiple helium shows.

She says "its a big operation, but its an exciting time and everybody's looking forward to this phase of the project that we've all been waiting so long for."

Director of Operations Mike Williams gives more detail about the drill rig itself, calling it the "right rig for the right project... we've picked a rig that is capable that is capable of drilling what we need to drill at Rukwa and our other areas of interest."

Blaisse suggests that the company is confident in the prospect's success, noting a recent independent Competent Person's Report that indicatea a potential resource of 2.8 BCF of helium, equivalent to $1.3 billion in the current market.

She explains that success could mean drilling more wells, testing different play types, and ultimately bringing the project to commercialisation.

https://www.gasworld.com/story/helium-t ... the-world/


Helium: The story around the world

By Molly Burgess on Aug 02, 2023

Helium shortages are common to the market. 2023 is shaping up to be the ninth year, in fact, that has been impacted by supply and demand constraints since 2006. And it won’t be the last.........................................

https://oilprice.com/Energy/Energy-Gene ... e-Gas.html

Helium Wars: Why Are Tech Giants Fighting Over This Rare Gas?
By Michael Kern - Aug 09, 2023, 6:01 PM CDT

A daunting list of key industries the world over is now wondering where their future supplies of helium will come from.

What battery metals are to gigafactories, helium is to everything from scientific research, medical technology and high-tech manufacturing to space exploration and national defense.

None can survive without helium—a non-renewable natural resource typically recovered from natural gas deposits. Helium is unique among all elements because it can reach ultra-cold temperatures making possible everything from magnetic resonance imaging (MRIs) and semiconductors (which are now suffering from a supply shortage) to fiber optic telecommunic.....................

Helium One Global Ltd (AIM:HE1) is pleased to announce that Sarah Cope, Senior Independent Non-Executive Director, Lorna Blaisse, CEO and Graham Jacobs, Financial and Commercial Director will provide a live presentation updating on the Company's progress at its Rukwa Project in advance of the Company's upcoming drilling programme. The Presentation via Investor Meet Company will be on 16th August 2023 at 11:30am BST.

https://www.londonstockexchange.com/new ... n/16079567

https://www.investormeetcompany.com/hel ... r-investor

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