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Share Name Share Symbol Market Type Share ISIN Share Description
Helium One Global Ltd LSE:HE1 London Ordinary Share VGG4392T1075 ORD NPV (DI)
  Price Change % Change Share Price Shares Traded Last Trade
  -0.15 -0.78% 19.05 45,799,278 15:12:42
Bid Price Offer Price High Price Low Price Open Price
18.90 19.20 19.25 16.85 19.10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Alternative Energy 115
Last Trade Time Trade Type Trade Size Trade Price Currency
15:18:04 O 15 19.14 GBX

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Date Time Title Posts
07/5/202115:29Helium 1 - A globally significant asset in constrained market1,042
12/4/202111:51Telegram Group for he11

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Helium One Global Daily Update: Helium One Global Ltd is listed in the Alternative Energy sector of the London Stock Exchange with ticker HE1. The last closing price for Helium One Global was 19.20p.
Helium One Global Ltd has a 4 week average price of 10.35p and a 12 week average price of 6.68p.
The 1 year high share price is 24.15p while the 1 year low share price is currently 3.75p.
There are currently 601,322,295 shares in issue and the average daily traded volume is 37,710,009 shares. The market capitalisation of Helium One Global Ltd is £113,349,252.61.
kalkaar: Charlie903828 Apr '21 - 07:10 - 759 of 761 Will yesterday’s exercise of warrants effect the share price? ______________________ 1.5m shares converted and added to 600m (making 601m) is not going to make any material difference to the share price. as i pointed out already there has been a fair amount of profit taking going on behind the scenes anyhow (see 4m trade yesterday) - but this (so far) seems to be rotating into new hands. dyor
bmwman3: From LSE poster...Natural Gas is $2.80 per M/cfHelium is $280 per m/cf Yes that is 100x more expensive than gasHelium One are drilling 138 Billion Cubic Feet of Helium Gas (yes its a $38 billion asset)... Helium is very very rare They are fully funded to do this, they have no debts, the government are cheering this project on.Mid May 3 weeks time they will start to drill well 1 of 3 and each well has 3 target areas, so 9 attempts over the next several months (actually they have identified over 20 drill targets). This is NOT 1 drill hit n hope or boom/bust share price like Oil stocks. There is helium bubbling to the surface, they can see it. It is 100% there.... They just need to find the pocket. The worst case situation would probably be another fund raise in September to fund another 4 or 5 wells. Best case situation would be to hit a pocket and the Share price will be over £1. What I love about this project is that they won't stop until they find something, where as Many oil projects can be 1 area boom or bust..... Let's go...
h2owater: Valuation: >7x upside on an unrisked basis; peers +650% in 2020In our base case scenario, we use a helium price of US$250/mcf long-term flat from 2021 and a 14% discount rate from 1/1/2021. Our risked NAV is 11p/sh, which implies 5% upside from the current share price. On an unrisked basis, we have a NAV of £0.88/sh or >7x upside. Further to this are the follow-on prospects that are not included in our NAV and its other exploration areas. Helium focused E&P companies, especially those akin to Helium One that focus on primary helium have seen their shares rise by >650% in 2020, demonstrating the market's interest in the helium sector. Also a US$50/mcf increase in the helium price would increase our risked NAV by 2p/sh.
myn0k: I've been following this one closely from the start, though I've not filled in yet. I was expecting the inevitable dilution and fund raise, when I would have jumped in. The fundraiser happened but the share drop didn't.I simply don't understand the crazy share price behaviour here. The situation is - they've not found anything as yet. Shares have been diluted. And yet, share price is still over valued. And then you have other prospecting companies finding assets and generating self sustaining revenues. With an average at best share price, even with guaranteed profit. All I can say to those who invested here early in is. Enjoy it :D
kalkaar: a bit of perspective wouldn't go amiss.. - has the company taken advantage of greater interest and higher share price? yes - is it wrong for the company to have taken advantage? No! This is how markets work! Timing is everything. Those calling it a "pump and dump" are daft - the company has a potential world class (scarce) asset - momentum has driven interest and the excitement over this and the potential gains is what has driven the price up. - was the placing required? no (short-term) and yes (medium term) - company applying foresight. They could have waited for the results of the drilling, but it's a management call to save any potential downtime. - can the placing be justified? time will tell but they have clearly given their reasons for it and even gone as far as breaking down costing and expected use of funds - £10m incoming says latest investors agree and trust the management. - should retail be upset for not being offered access? no, not in this case as it would have required more work, longer timeframe and at greater cost. - has it worsened the investment case? no, rather added to the expectation of success and brought forward the appraisal of Rukwa which is a good thing for shareholders. - Is there likely to be further dilution? all very much depends on the result of the Seismic, but you cannot expect the world's largest potential Helium reserve to be funded by 1 round - the key for shareholders is to get a successful drill and get it to appraisal and then it will totally transform the investment case. The management appear to be "aggressively" and proactively doing all they can to fast track the programme. the potential for astronomical gains does come with higher than normal risks - who'd have thought :) onto the Seismic results next.
kalkaar: first drill obviously important but exact location will be determined by the seismic.. and the seismic should be completed shortly - looking forward to the results and commentary from HE1's new in-house geologist - that'll be the main share price driver ahead of the drill imho - it should map out reasonably clearly the hotspots where Helium likely concentrated/trapped. ps - mighty impressed by the excellent updates on the HE1 twitter account - gives the market confidence with how well they are running operations.
master rsi: Liberum pick on Q1 Helium resource in Tanzania Helium One is an exploration and development company, with licences in three highly prospective helium provinces in Tanzania, including the Rukwa project which has potential to discover the world’s largest primary helium resource. Helium One is the only listed pure-play helium company in the UK market, having listed on AIM in December 2020. The company holds exploration licences in Tanzania of over 4,500km2 across three highly prospective helium provinces. With an unrisked best estimate (P50) of 138Bcf, equivalent to over 20 years of global supply, it has potential to discover the world’s largest primary helium resource. We see strong fundamentals for the helium market, where a supply shortage has already driven prices higher. The commodity has no direct substitutes and the bulk of demand growth is coming from high-value industries like semiconductors and MRIs, therefore demand is very price inelastic. We expect prices to remain Helium One Management Chairman: John Stalker CEO: David Minchin CFO: Russel Swarts What it does Helium One Global Ltd explores, develops, and produces helium. The Company holds helium exploration licences in provinces in Tanzania. Helium One Global serves customers worldwide. Key stats Summary Sector N/A Ticker HE1 LN Equity Mkt Cap (£m) 35 Net Debt (£m) -0.2 EV (£m) 35.3 PE (FY20) N/A PE (FY21) N/A Relative Performance 1m 3m 6m YTD Absolute 6 N/A N/A -2 Relative Market 6 N/A N/A -2 Relative Sector 6 N/A N/A -2 SOURCE: Bloomberg Share Price Jan 21 Dec 20 SOURCE: Bloomberg high as end users pay up for contracts to guarantee a reliable source of helium into the future. Anecdotally, this already appears to be taking place, with contract prices for end users rising to over $1,500/ Mcf versus $250/Mcf for producers. Helium One’s primary asset in Tanzania, Rukwa, is expected to be modular in construction with each train able to produce 350,000 Mcf/y. Assuming flat prices of $250/Mcf, this means that each module will generate $87m in annual revenue. If we conservatively use the top end of operating expenditure guidance of $20/Mcf and a 3% royalty rate, this equates to $78m of annual EBITDA. Netting the government’s 16% free carried interest in mining projects and a 30% tax rate, we forecast $46m in free cash flow (FCF). This equals a 92% FCF yield at the current share price. With the estimated plant cost of $50m, this means a payback period of little over a year. Increasing our price assumption to the $1,500 being paid by some end users recently, this would mean an enormous $295m in annual FCF. Even if one looks at a bearish scenario of $100/Mcf, the result is $16m in FCF and a payback period of just over 3 years. Since receiving its permits in 2015, Helium One has conducted significant geophysical and geochemical work and has identified 21 prospects and 4 leads from aerial gravity surveys and seismic data. With an independently estimated unrisked resource of 138Bcf, this is potentially the largest primary helium resource in the world. Surface seeps have found concentrations up to 10.6% and the base case for helium content is assumed to be 4.2%. This dwarfs typical helium grades where it is produced as a by-product of hydrocarbons at a concentration of 0.05-0.35%. Studies suggest Rukwa is in an ideal zone for helium generation, migration and trapping. The asset is well located, with the fifth-largest city in Tanzania 130km away and a highway and infrastructure already in place to support the project. Discovery drilling in Q2 2021 will be focused on three high-grade targets at Rukwa, with each well taking roughly a month to drill to a depth of 800- 1,200m. If helium occurrences are found, an evaluation programme will then characterise reservoir properties and trap geometry, by drilling evaluation boreholes and running a 3D seismic survey. Helium One also holds licences on two other prospective regions in Tanzania, where surface seeps of helium-nitrogen suggest an active helium system is present. These projects are less progressed than Rukwa however and lack the seismic data necessary to estimate resources from identified structural leads. Helium is a colourless, odourless, tasteless, non-toxic, inert gas with the lowest boiling point of all elements. It is produced by radioactive decay deep in the Earth’s crust and mantle. Importantly, it cannot be synthesised or manufactured and there are no substitutes. It has key uses in industrial, scientific and technological fields, with 20% of helium used in MRIs, 17% in welding and 10% in laboratories. Future growth in demand will likely come from Asia, particularly from electronics and semiconductors, as well as new applications such as space travel and quantum computing. The helium market is concentrated, with just a few companies involved in its supply, including Qatargas, Sonatrach and Exxon. Roughly 75% of global supply comes from the US and Qatar. The industrial gas companies are the principal buyers in the market, namely Air Liquide, Air Products and Linde. In summary, we believe that helium prices will be supported by both a supply shortage and from rising and price inelastic demand. If drilling in 2021 at Helium One’s Rukwa asset in Tanzania confirms the presence of economic concentrations of helium gas with potential for 350,000 Mcf/y of start-up production, this would mean $46m of annual FCF once operating. This equates to a payback period of 1.1 years on the plant using conservative price assumptions. We would expect the group to re-rate significantly from here if this is the case, since it infers a forward FCF yield of 92%.
cyberbub: I note from the Admission document that there are about 60M warrants outstanding at the 2.84p placing price. I suspect that a lot of such warrant holders may find it difficult to resist selling at least a few at a 250% gain in the space on a month. Having said that, the share price seems to be holding up and the chart looks good, so I did buy a few today as a 'starter'. Let's hope we get some helium pumped into the share price next week ? :-)Happy New Year all.
myn0k: Hi all,Interested in this stock but concerned the share price is going to take the inevitable bomb like all other mining companies before disappearing into subp territory. Little information available on their website about their long term plans. I noticed Scicorro are a major shareholder, with their own sub-penny share price. Seems very high risk, but potential for very high reward. Anyone have some decent research links as to their longer term strategy?
bmwman3: Another market newcomer very much on the front foot was Helium One (HE1) where it has been apparent from the get go that this is a company attracting professional investors, as much as the usually fast money £500 punters. Here the story was the way that the stock of the Helium play managed to get gushing coverage in The Mail regarding the company's Rukwa project which covers 3,590 square kilometres in south western Tanzania, and consequently is the largest known primary helium resource in the world. Perhaps more to the point in terms of the share price, £6m was raised in an oversubscribed placing at 2.85p and the stock has surged from this zone. It closed up 51% at 7p, with the suggestion being that those who missed out on the oversubscribed placing last month were scrambling to join the Helium One "bubble" for fear of missing out. One trader reported that some in the market were targeting a near term share price of "30p – 50p" – although the timeframe was not made clear.
Helium One Global share price data is direct from the London Stock Exchange
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