Energy Security8 Jul 2024 02:17
Here’s my take on this investment
Energy security is now a big topic globally. Russia has helium but now with sanctions that percentage to market is no longer available. The west has to look elsewhere and there are only a few other players ( Qatar, Algeria, America , Canada to name a few) helium shortage of supply has increased the price of helium and price will be supported by demand for so many applications current and future (Space, AI computing , medical advances etc) . This company is in its infancy. As long as the discovery and quantity is as per data, this company will do well and fair game to be gobbled up by a bigger predator or merge with the likes of Noble before the larger company gets consolidated within this industry by bigger fish.
I’m in this with my gut instant, what I’ve read and the future of how energy security is so important especially for noble gases such as helium . Hope I’m right and that this company changes my life , otherwise I’ll have to hear it from Mrs Apache !