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Looks like BEGO clearing the last seller - then could well move up rapidly as liquidity very thin
Come on MM's let this go
The large delayed trades are all above VWAP as well. Usually a positive sign on pricing,
Yes L2 looking rock solid with 22/23p sellers cleared - so really should break out and move up imminent
.... even when indicated sells showing as 3-1 overbuys??? Must be some big buys in background imho
LTH definition today = anything over 4.5 nanoseconds
2 days plus ? đ
I don't actually know what the modern day definition of LTH is.
Is it 5 years, 1 year or 1 month?
Have held since basically the IPO (10.88 avg) and I donât plan on selling for the foreseeable.
Just too many potentially good news updates and too much momentum building.
This goes against all my previous experience of AIM where getting in and out in a short timeframe is often the best play! (I appreciate weâve hardly been here long though but still)
Educated estimates of helium spend NA based on the general usage patterns and industry reports.
Medical Industry
1. General Electric Healthcare
* $50 million - $100 million
2. Siemens Healthineers
* 30 million - $70 million
3. Philips Healthcare
* $20 million - $50 million
Electronics and Semiconductor Industry
1. Intel Corporation
* $10 million - $30 million
2. Texas Instruments
* $5 million - $15 million
3. Micron Technology
* $5 million - $10 million
Aerospace and Defense
1. SpaceX
* $20 million - $40 million
2. Boeing
* $10 million - $20 million
3. Lockheed Martin
* $5 million - $15 million
Industrial Applications
1. Praxair (Linde)
* $100 million - $150 million (including supply to other industries)
2. Air Products and Chemicals
* $50 million - $100 million
3. Linde North America
* $50 million - $100 million
Research and Development
1. CERN (with partnerships)
* $10 million - $20 million (partnerships with North American institutions)
2. Fermilab
* $5 million - $10 million
3. National Institute of Standards and Technology (NIST)
* $2 million - $5 million
Energy Sector
1. Exelon Corporation
* $1 million - $5 million
2. General Electric Renewable Energy
* $500,000 - $1 million
3. Canadian Nuclear Laboratories
* $1 million - $3 million
Balloon Industry
1. Pioneer Balloon Company
* $10 million - $20 million
2. Qualatex
* $5 million - $10 million
3. Weather Modification Inc.
* $500,000 - $1 million
These figures are based on industry averages, public financial reports, and market analyses. Actual spending can vary significantly based on specific contracts, usage rates, and market fluctuations in helium prices.
Trek
Bo Sears clearly knows his onions. I bought his book on Helium 6 months ago and it is brilliant. His recent videos are well delivered.
Skin in the game
Wrote the book on Helium
Big opportunity here.
Agreed demand it growing rapidly...HEX is in a great position to capitalise on it.
Good post. Very interesting that there are many helium users out there having to rely on allocations, rationing might be another term for it, because of constricted supply. Reassuring to be invested in a company whose product is not only in short supply but also in increasing demand, particularly in the US, eg chips act and space flight growth to name just two. No better investment on AIM currently that HEX. GLA.
#HEX "Success would look like finding a good end user market & to be able to market our own #Helium.
We have developed a good network of the end user market & we know who needs helium."
CEO Bo Sears
https://x.com/HelixExp/status/1798233296259916145
.....today so hope fully we have a new foundation to move up from..... still cant rule out mid-high 20's by weeks close of play.
Oak Securities Broker Note cont'd - 16 April 2024
>> Q3â24 Low Cost and Risk Multi-Target Exploration Well
Yesterdayâs news announcing the appointment of Petroleum
Consultants LLC puts the Company on track to spud a low-cost
exploration well (~$2.5mm) in Q3â24. The well is targeting a
multi-stacked play concept with four separate prospective
horizons.
Helium has been proven regionally and in the vicinity of the
Asset, meaning that the Geological Chance of Success
(âCOSGâ) is higher than would otherwise be expected; the
Amsden formation alone is estimated to have a COSG of 42%.
>> Strong Management
The Management has extensive experience in the helium sector,
which, more importantly, crosses the technical and commercial
divide. We consider the team at Helix to be a feature that
differentiates it from its peers.
>> Positive Operating and Sales Environment
Montana is a mature oil and gas basin, making helium
exploration and development easier and lower cost than
would otherwise be expected.
Heliumâs scarcity and the USâ position as a global swing producer
means that there is a perpetual excess of demand, generating
upward pressure on pricing.
While the helium market is opaque recent observations from the
USGS place helium conservatively at $420/mcf, but Open
Market and surge pricing continues to push prices towards
$1,000/mcf. Analysis shows that the helium price is the key
determinant of helium production economics.
>> Financing Sufficient for Three Wells and New Projects
The relative low cost of exploration wells, coupled with its recent
funding means that the Company is funded for potentially up
to three wells, which provides for either a follow up appraisal
programme, or accessing further projects.
Someone asked for this yesterday;
Oak Securities Note - 16 April 2024
Helix Exploration plcââŹâ˘s (ââŹĹHelixââŹâ˘sââŹ? or the ââŹĹCompanyââŹâ˘sââŹ?) helium prospect, Ingomar Dome (the ââŹĹAssetââŹ?), is a low-cost entry 9.6 point for investors to gain exposure to a potentially high-impact exploration well. The unrisked valuation (131p) is 12.0x the current price, and the risked value (39p) is 3.6x, which means that the risk-reward balance favours investors.
Valuation
The high helium price and readily available infrastructure lowers the threshold for commerciality, making even small volumes commercial, which reads straight through to value. The CompanyââŹâ˘s risked valuation is $60mm (ÂŁ48mm ââŹâ 39p), while the unrisked valuation is $202mm (ÂŁ160mm ââŹâ 131p).
Avanti should be entering production phase anytime now.
Good move - now in blue
Our closest comparison companies in USA / Canada such as Avanti helium, Pulsar helium and Royal helium all have market caps 2 to 4 times ours.
Long way to go here for the share price .
Add to that Top class experience management second to none.
Based on the information Helix have tweeted, the scoping study should be positive. There maybe an element priced in, but there are always people waiting on the sidelines.
With Q3 not far away, going to be an interesting and positive few months.
Posting this brilliant article again for anyone who is new to helix ;
Thanks to the writer lots of good information there;
Https://ftseaim.co.uk/helix-exploration
I should imagine when the scoping study is released this will gain traction!
I think some PI's sold hoping for a substantial drop to buy back in cheaper. Looks like this ain't gonna happen today.
Looking at the trades this should be blue soon