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focusIR Fundamentals: Helium: Episode 2. Market conditions and industry participants

This article is part of the series: focusIR Fundamentals: Helium


Welcome to Episode 2 of our focusIR Fundamentals series on Helium

In this episode we take a deeper dive into the Helium sector, markets and industry, from the large 'blue chips' and state-owned conglomerates down to some of the emerging junior extraction companies, with your host Sarah Lowther and Peter Hitchens, Research Analyst at Oak Securities*.

In Episode 2, investors will learn:

- Why the helium Balloon has deflated

- What the potential impact of Donald Trump's presidency could be, particularly in relation to Greenland's exploration opportunities

- How investors are now beginning to be more stock selective and why the juniors will be the marginal suppliers to state-owned oil & gas conglomerates

- How juniors such as Georgina Energy, Helium One, Helix Exp., Mendell helium and Pulsar Helium can compete

This series will include comments on and contributions from:

- Georgina Energy (#GEX); 

- Helium One (#HE1); 

- Helix Exploration (#HEX); 

- Mendell Helium (#MDH); 

- Pulsar Helium (#PLSR); 

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