Helix Exploration Share Discussion Threads

[professor_market_makers] 23/5/2025 09:37:18

23 May 2025

HeLIX Exploration PLC (AIM:HEX) CEO Bo Sears talked with Proactive's Stephen Gunnion about the unexpectedly strong results from the Linda #1 well at the Rudyard field. Linda #1 began flowing immediately upon perforation, with no assistance required — a phenomenon CEO Bo Sears said he had never seen in three decades of drilling.

“The last results were quite stellar,” Sears stated, highlighting how they enhance the company's view of Rudyard's potential. HeLIX Exploration is targeting a historical estimate of 2.60 billion cubic feet of helium from an independent 1977 analysis and believes the new data brings it closer to confirming that figure.

Sears also noted that the data from Linda #1 would feed into an upcoming Competent Person's Report (CPR), with work already underway on the Weil #1 well. The company expects the updated reserves report to be published within a couple of weeks.

Given Linda #1 flowed at nearly double the expected rate, Sears discussed the flexibility of their processing setup. “Whenever we have more volume, we just add more membranes,” he said, referring to their membrane and pressure swing adsorption processing plant. This allows the company to scale up production capacity in a modular fashion as required.

[dragon35] 22/5/2025 16:31:52

I will help the poor ofwhat out with a recent article I saw. I am sure he will thank me for helping him sleep better tonight not worrying about the price of helium!Spot prices have risen dramatically, with Q1 2025 averaging $450/MCF compared to 2024's average of $380/MCF, reflecting the increasing scarcity of this critical gas.https://discoveryalert.com.au/news/helium-supply-crisis-2025-global-impact/#:~:text=Spot%20prices%20have%20risen%20dramatically,scarcity%20of%20this%20critical%20gas.

[lord loads of lolly] 22/5/2025 14:50:22

Thanks Xong.

Funny how he hasn't attempted a reply to any of my questions!

I won't engage with ohwot further, as it probably just makes them feel like someone's listening. Which they really aren't.

I very much doubt posts on this board have any great/lasting impact on the share price. Even for a relative minnow like Hex. So sadly for ohwot, they're almost certainly wasting their time if that's their objective.

[xongkudu] 22/5/2025 11:39:53

Lord-

You have more patience than me. He posts negative drivel because he’s pure and simply a trader looking for a new entry point probably in low 16’s.

With a share like this sentiment can affect the price to a degree and these guys will do anything and everything to create momentum in a direction.

[lord loads of lolly] 22/5/2025 11:04:42

ohwhatfundamentalnonsense - OK. But you still haven't explained:


1. Why you keep posting the same negativity when you're not invested here.

Any readers will already be fully aware of your views, as you churn the same stuff out ad nauseam.


2. Which part of today's RNS'd Linda #1 valuation you disagree with. Oh and please show your workings:

"At conservative sustained production rate of 2,000 Mcf/day raw gas, 1.2% helium grade, and a helium sales price of $500/Mcf, production from the Linda #1 would generate pre-tax cashflow of circa $4,000,000 per year"

How much exactly are you factoring in for them to separate the helium from any other gas content?

[xongkudu] 22/5/2025 10:57:27

I see the Tourette’s type behaviour is kicking in again with you. A mixture of anxiety and desperation which causes you to spew multiple, repetitive posts. Calm down. Deep breaths.

OhWhatfun- filtered.

[ohwhatfun] 22/5/2025 10:53:21

Xong

Yes because it’s true.

Hex/Oberon are looking to profit from private investors as fast as they can.

Look back at who started out in Oberon, a well known pump merchant.

[xongkudu] 22/5/2025 10:51:05

You’re a complete waffler, scratching around for negatives you then invent, saying the same things over and over again like some gushing school girl.

[ohwhatfun] 22/5/2025 10:46:44

HE1 fan

Where are earth did you invent that from, it’s a complete dud always has been.

This didn’t go into TSX as it has Helium failures in the same location. Oberon have matched up with the ex HE1 CEO for this pump via Bo.

Bo was in Montana, In US in Canada but appears AIM not TSX.

1st con

Adam Standiford consultant for 600k shares to find a helium play, finds his own on his own leases that he and Bo drilled.

Next up a whole new discovery NO weil 1 drilled by Adam/Bo discovered it in 2012/2013 drilled by Adam for Bo.

Claims of no Methane etc in the first drill, but Weil next door showed 2.5% so that was a lie.

No such gasses to deal with was the sales pitch.

Then the Oh oil discovery potential which is a complete and utter con. They found the same oil show in 2013 in Weil 1 and drilled another well east on the down dip to test it which was a dud.

They drilled Linda and mention the oil again as potentially viable which they know absolutely isn’t it’s just pure lies.

Now we have the gas test 1.2% Helium and the rest ‘primarily nitrogen’ deliberately hiding the gas content that will cost extra to deal with. A point they use to separate themselves from others.

It’s just one pile of misinformation to the next.

[bad gateway] 22/5/2025 10:35:32

HEX did state in their RNS they needed 2000mcf raw gas at $500/mcf for their $4M/yr revenue for Linda and came in with wasn't it 3850 sustained flow? so some leeway with projections it seems.

[lord loads of lolly] 22/5/2025 10:31:13

ohwhatnonsense - so HE1 is shielded from any helium price drop, whereas Hex isn't.

Ah yes, I see now. Makes perfect sense.

[xongkudu] 22/5/2025 10:24:28

The guy is a HE1 fan. He knocks other Helium stocks probably out of some weird corporate tribal loyalty. He’s a tw@t as well.

[lord loads of lolly] 22/5/2025 10:12:01

ohwhatfun - all relative though. Whilst the article you link to suggests helium prices may continue to fall, it also says "helium ...prices moderated significantly during 2024, but remain at high levels compared to pre-Helium Shortage 4.0 levels".

Since you're allegedly not even a Hex holder, any reason for your regular negative posting? I somehow doubt it's to save other investors from themselves.

[hooded claw] 22/5/2025 10:07:05

Ohwhatfun .. make your mind up ... you are now saying Helium price will crash. So they get to production and at the rates they have mentioned. You are just a HE1 fan slagging off other Helium companies which is strange as why are you a HE1 fan if prices are going to crash ?

[ohwhatfun] 22/5/2025 09:57:02

It’s happening

Demand dropping after the typical panic buying overstocked inventories.

Now a buyers market, with plenty of extra supply from Russia and Qatar pending. Helium prices will crash

[dragon35] 22/5/2025 09:36:43

Nitrogen, as a diatomic molecule, does not have the structure to easily absorb infrared radiation. It's a relatively inert gas that doesn't trap heat in the atmosphereNo, nitrogen (N2) in its elemental form is not a greenhouse gas. While it makes up a significant portion of the atmosphere, it does not absorb infrared radiation, which is the process that leads to the greenhouse effect.

[ohwhatfun] 22/5/2025 09:29:16

Good old Hex eh

Primarily Nitrogen

After trying to tell everyone there are no gases of concern to deal with in prior wells (which was untrue), they now say primarily Nitrogen.

Even though they have the exact breakdown of the gas content they are not telling private investors, Oberon however will know.

Could be commercial oil too🤦‍♂️ԍ17;

[xongkudu] 22/5/2025 09:05:30

Yes agreed. Excellent news today. This company just keeps delivering. Rudyard seems like it’s definitely a 15 + well structure as as Bo Sears said today is one of the biggest Helium fields in the US.

Surely one of the big boys will take us out soon? I hope we hold firm on price. Rudyard alone is worth 70p.

[bad gateway] 22/5/2025 07:27:36

Very positive results, happy holder this morning and looks good for further positive wells too with the comments in the RNS.

[bloomberg2] 22/5/2025 07:09:49

Bo Sears, CEO of Helix Exploration, commented:"The Linda #1 result confirms that the Rudyard Field is not only productive - it's scalable. With exceptional flow rates, a large structural footprint, and strong early gas quality, we now have a foundation to build a long-life domestic helium supply project. We intend to move forward with development quickly and efficiently."As we advance toward first production at the Rudyard Field, Helix continues to distinguish itself as a nimble, focused helium company positioned to meet the needs of a market undergoing structural change. Our near-term production, strong reservoir performance, and low-cost operating model position us to fill critical supply gaps at a time when diversified and reliable sources of helium are increasingly valued. We believe the shifting dynamics in the global helium supply chain only reinforce the strategic importance of new North American entrants like Helix, and we are committed to capitalising on this moment to deliver long-term value to shareholders."

[halfpenny] 21/5/2025 09:01:18

Breakout .....Early Success expected as Mega Flows ahead.

Expect RNS on great news flow and Mega Success.

Future gets brighter and brighter with early Revenue.

[bloomberg2] 21/5/2025 05:48:48

https://x.com/biggibuk/status/1924738524688916967?s=61&t=NLG8GlLfvfmvXPP4BlgPCg

[xongkudu] 20/5/2025 18:15:41

HC

You keep saying it’s ‘really simple’ as if everyone else is stupid and you then misread the quote which says.

“Perforation and testing is expected to take roughly ten days on each well with results to be announced from individual wells once helium assays have been received.
..”

The 10 days you keep banging on about includes the perforation and testing. It doesn’t start after the perforation and flow testing is complete. My estimate is that assay testing will now take 5/6 days so with a bit of luck we should have everything completed next Tuesday or Wednesday.

Let’s see.

[hooded claw] 20/5/2025 13:36:31

Xong ,, it isn't a deramp ... it's where we currently are.

So many people think results will come quicker than the dates given. The results will be RNSed 10 days after the RNS of completion of tests on the well. It's as simple as that.

The flow is a little more important than other times as we kind of already know the He % so a stronger flow will mean a higher revenue from the well (better than Darwin #1).