Member Info for blatav1

Still waiting for MDH to transition to AIM.

March 9, 20206 RNS:

Bo Sears, CEO of Helix Exploration, commented:

"The lease of our first tube trailer is a tangible step toward commercial production at Rudyard. We are building out the transport infrastructure necessary to deliver helium to customers, and this is the first of several trailers we expect to add to our fleet in the near term.

"The timing could not be more critical. The global helium market is facing what may be its most severe supply disruption in history. With all Qatari production offline and the Strait of Hormuz closed, approximately one-third of global helium supply has been removed from the market virtually overnight. Spot prices have spiked and major technology companies are already warning of potential impacts on semiconductor production.

"Rudyard represents exactly what the market needs - a dedicated, domestic US helium source that is not reliant on LNG processing or exposed to geopolitical shipping risks. We are moving with urgency to deliver security of supply to American industry."

Market and geopolitical events have moved rapidly over the past 39 days. In my view, the absence of any operational com since March 9 can only reasonably be attributed to one or more as-yet unrevealed complications or delays (as was the case with the plant valve back in February).

Agreed. Your reference is only the most recent example of the particular commentator's 'expert' status appearing questionable.

Follow-up article on Russia export ban.

https://www.gasworld.com/story/russia-places-temporary-export-controls-on-helium/2246455.article/

This link leads to a pay wall. Can you copy and paste the text?

Agreed on both points, ASI. My portfolio, too, is approximatley 55% HEX.

Here's an article on the top five things the author believes helium startups must do. Bo is doing all of them already:

https://www.gasworld.com/story/top-5-issues-for-helium-startups-in-middle-east-crisis/2246345.article/

The word from Taipei - how Taiwan is addressing energy and helium shortages deriving from the Iran war. Helium starts at 1:40. Beginning at 11:30, the interviewee advises that the Taiwan government is actively undertaking to increase sourcing from the US, from the current 10% to 33%, by 2030:

https://www.youtube.com/watch?v=_4L0eDJSJ6w

Thank you, ID. Kind words much appreciated.

Here's another - a brief tutorial on the physics of helium loss, generation and use

https://www.youtube.com/watch?v=M33qFW9RfEM

Helium now making local news in the US. Here's a clip from a 'news' show on a local TV station in Chicago- starts at 16:35

https://www.youtube.com/watch?v=RGgpcZ1W5yQ

Https://www.youtube.com/watch?v=UlklA36Ub20

...with Sean

Couldn't agree more.

Https://www.youtube.com/watch?v=38_0SNHrKHk

A bit dated (March 30), but Helix mentioned in article on ASX hydrogen explorers.

https://stockhead.com.au/energy/iranian-conflict-highlights-helium-chokepoints-heres-who-has-solutions-to-the-problem/

Https://www.youtube.com/watch?v=ZbWiSEExBgs

Alas, companies, like nations, have cultures, some of which communicate readily while others are more reticent. Pulsar has done a good job of keeping investors abreast of new developments, while Bo has more often elected to keep us in the dark for extended periods. This is particularly true where difficulties arise, such as this past February's defective plant pump which was revealed only after it had been repaired and operations restored. While annoying, this practice does ensure positive news releases, and also stable share prices which increase steadily over time while avoiding the abrupt short-term gyrations charateristic of Pulsar shares.

As an adult, I prefer prompt publication of all significant information, but there is something to be said for Bo's approach.

Air Products and Linde have just made new deals with the two large Korean chip manufactureres, locking in higher rates in exhange for guaranties of supply security. The two gas giants are sourcing new supply from the US, but no indication as to from whom:

https://www.chemanalyst.com/NewsAndDeals/NewsDetails/samsung-and-sk-hynix-finalize-long-term-helium-supply-agreements-41751

Apologies if link posted previously.

https://www.forbes.com/sites/tiriasresearch/2026/04/07/helium-crisis-tightens-grip-on-global-chip-supply-chain/

Brent, you had it right - TACO indeed.

A huge mistake - his credibility is eviscerated.

Lol