Helium One Global Ltd

Helium One Global Limited is a United Kingdom-based primary helium explorer. The Company explores and develops natural helium deposits. Its segments are Tanzania, BVI, and USA. The Company’s flagship southern Rukwa Helium Project is licensed within approximately 480 square kilometers (km2) in the Rukwa rift basin in southwest Tanzania. This geological basin occupies the western branch of the East Africa Rift System, an area that contains surface helium seeps of up to 10.4%, without any associated hydrocarbons or CO2 and only nitrogen as the carrier gas. This Project has proved a helium discovery at Itumbula West-1 and, following an extended well test, successfully flowed 5.5% helium continually to the surface. The Company has acquired a 50% working interest in the Galactica-Pegasus helium development project in Las Animas County, Colorado, the United States, which covers an area of approximately 246 km2.

• Feedstock spread (price - input cost) (leading)
• Plant utilization rate (coincident)
• End-market demand (auto, construction, agri) (leading)
• Inventory destocking/restocking cycles (coincident)
• Specialty volume growth (trend)

• Energy/feedstock cost (Russia gas, Middle East oil) · exposure: high
• Trade tariffs on chemical exports/imports · exposure: medium-high
• Environmental regulation (EU REACH, US EPA) · exposure: high
• Agricultural policy (subsidies, fertilizer demand) · exposure: medium for agri-chem

• EBITDA margin % — 5-15% commodity; 15-25% specialty
• Capex/sales % — watch trough vs peak
• Plant utilization % — 82-92% healthy; <80% pressure
• ROIC — 10%+ specialty; 6-10% commodity through cycle
• Net debt / EBITDA — below 3.0x healthy; cyclical buffer

Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.