Member Info for blatav1

Https://www.alaskasnewssource.com/2026/05/21/legislature-adjourns-regular-session-determine-gas-line-future-immediate-special-session/

Fatty,

Monday's deal (governor's agreement to approve/sign a public employee pension bill in exchange for passage of the LNG pipeline bill) never made it to a vote. Because the governor's power to veto the pension bill expired at midnight Monday, he vetoed it nine minutes after the legislature adjourned at 10:30 PM. No further progress was made on Tuesday, the final day of the legislative session. The governor then immediatley called a special 30-day legislative session and, as was his prerogative, confined its business to gas line bill. As of two hours ago, there were no further developments, but the sausage-making will now likely continue for days in the hope of getting a final LNG bill completed for a vote. The governor is term-limited and will be out of office at year-end. As he was a tireless cheerleader for the project, it is unlikely that his successor will work nearly as hard. The project will likely fail if not passed now.

In that vein, Qatar just extended its force majeure declaration on the Ras Laffan LNG facility until at least mid-June, boding well for continuation of the current He price increases.

https://www.gasworld.com/story/qatarenergy-extends-force-majeure-on-lng-supply-to-mid-june/2248728.article/?utm_medium=email&utm_campaign=Weekly%20LNG%20Insights&utm_content=Weekly%20LNG%20Insights+CID_208bb884a46a033c78ab29f83d492e53&utm_source=Campaign%20Monitor%20emails&utm_term=QatarEnergy%20extends%20force%20majeure%20on%20LNG%20supply%20to%20mid-June

Does anyone know when this share is supposed to list on OTC? Yanks eager to participate!

Dave, link leads to a pay page. Any chance for a cut-and-paste of the FT article?

Perhaps such ongoing testing and certification are the bases for the current news blackout....?

Bo has repeatedly emphasized that Hex helium is "5 9s" purity (99.999%). Concern is that 6 9s is now the industry standard for the latest, most advanced and most profitable AI chips. Plant and equipment are subject to extensive, stringent testing and certification before being accepted to source such manufacturing.

Well, being a 'them', we know for a fact that he is not a '0' but, rather, at least a '2'.

Don't forget Gratitude, he's a 'them'. So you must utilize "you all" when addressing him directly. lol

I raised it only because: (i) 6-9s purity is now the most profitable He product being produced, a market in which Helix cannot participate given the limitations of its existing equipment; and (ii) Bo's preference for refurbishing old equipment over buying new.

Agreed that the acquisition is highly unlikely given current cost and capital constraints, but thought it an interesting prospect.

Very true, except that "New Mexico" bore capital letters.

Quite insightful; much appreciated.

Linde and Air Products both reporting order backlogs exceeding 9 billion USD. Air Liquide backlog exceeds 5 billion USD:

https://www.gasworld.com/story/linde-backlog-nears-10bn-as-project-rollout-continues/2248608.article/

https://www.gasworld.com/story/air-products-9bn-backlog-shored-up-by-ai-driven-electronics-boom/2248616.article/

https://www.gasworld.com/story/air-liquide-project-backlog-hits-record-e5-5bn/2248032.article/

Apologies for the misdirection. This is the listing link:

https://www.fuelled.com/pkgs/tocito-dome-helium-plant

Here's the listing:

https://boereport.com/2026/04/30/fuelled-awarded-mandate-to-market-the-tocito-dome-helium-plant-amid-global-helium-supply-crisis/

A descriptive sales communication:

https://boereport.com/2026/04/30/fuelled-awarded-mandate-to-market-the-tocito-dome-helium-plant-amid-global-helium-supply-crisis/

Correct. Here's the article link once more, for convenience.

https://www.gasworld.com/story/new-mexico-helium-plant-marketed-amid-tight-market/2248540.article/

It's in New Mexico, a US state...

Https://www.gasworld.com/story/new-mexico-helium-plant-marketed-amid-tight-market/2248540.article/

A New Mexico processing plant which produces up to 250,000 cubic feet of He per day at 99.9999% purity (6 9s - suitable for today's most advanced AI chips -as compared to the 5 9s purity of Helix' current plant) is for sale. Given Bo's penchant for buying and refurbishing existing equipment at a substantial discount over building new, this opportuity would appear to be a good fit.

Helium market prices are actually lowering due in part to production increases

https://www.gasworld.com/story/air-products-taps-stored-helium-as-qatar-outage-hits-supply/2248419.article/

Air Products expecting prices to 'bottom' by year-end

https://www.gasworld.com/story/air-products-expects-asia-helium-supply-to-more-than-double-amid-electronics-super-cycle/2248382.article/