RE: Further validation and security2 Mar 2026 22:34
Charles Archer tonight:
Helix - I had the pleasure of interviewing CEO Bo Sears last week, which is in my humble opinion, a must listen. The company is producing from three wells, with a fourth on the way, and offtakers should soon be happy to pay $13 million a year for what’s already being pulled out of the ground.
There is blue sky potential here from the Helium 3 and geological hydrogen as well - and if a third of global helium supply just came offline through Hormuz, then not only pricing but supply chain security is going to be in sharp focus.
Think grant funding.
The CEO previously testified on helium in front of Congress.
They have raised a modest amount today to put them in a position of strength during offtake negotiations - a nuisance but it’ll wash through quickly.