Member Info for blatav1

Your latest prediction appears heading toward fulfillment today on OTC

Now 47.46 equivalent ($.6301)

Not seeing it.... I show 45.95

Lol. Evidence of your genius. Kindly make yet another prediction!

46.8 USD equivalent now on OTC

Agreed.

Https://www.gasworld.com/story/helium-diverted-to-critical-sectors-as-supplies-tighten/2231945.article/

Peculiar that we were not even mentioned in this article, especially given that unlike those named, we are already a producer. Bo's marketing firm (Camarco) needs to get on their game.

https://rareearthexchanges.com/news/when-a-commodity-becomes-rare-the-helium-crisis-the-ras-laffan-shock-and-the-fragility-of-global-supply/

"Primary helium explorers (Pulsar, Helium One, Noble Helium, Desert Mountain Energy) have seen surging investor interest, with private equity inflows into the helium sector reportedly reaching $4.8 billion in 2025 alone. Helium recycling technology providers and low-helium MRI manufacturers are similarly positioned to benefit from a structural shift in demand. The question is whether this investment surge arrives in time. New helium production capacity takes years to develop."

Https://www.youtube.com/watch?v=sTkqCREdMXo&t=80s

Great work today, Brent. Thank you.

Ia there a link to the Charles writeup you referenced?

Apologies - previously posted

Https://www.share-talk.com/the-strait-of-hormuz-helium-supply-and-the-quiet-strategic-shift-investors-are-starting-to-notice-2/

Great find, Ronson. Thank you.

I believed in Bor for years and held a seven-figure position. I truly believed that at Rockhopper FID, Navitas would simultaneously announce a deal with Bor - it seemed obvious that one firm should manage the entire Falkland operation rather than apportioning it piecemeal amongst numerous actors. The complete absence at RKH FID of any reference to Bor shook my confidence and caused me to begin culling my position.

Over the past several months, it seemed to me that the only truly good news was AB's acquisition of additional shares. But the facts that: (a) the leases are expiring at the end of this year; (b) the lease extension issue was explicitly on FIG ExCo's February 24 meeting agenda (thank you, Mogger); and (c) even today, no information has been released concerning either the 2/24 proceedings or the lease extension issue; caused me to conclude that on balance, the risk level had become excessive. On this basis I finally, reluctantly, liquidated the remainder of my position.

I truly hope that my concern is unwarranted and that all of the much heartier souls still here finally receive their well-earned prize for the unwaivering loyalty and patience which they have shown this company. But as for me, I now sleep a bit better at night .

GLA

Agreed. Here's one more with considerably more factual information:

https://www.youtube.com/watch?v=ejnWA0xKRD8

Https://www.youtube.com/watch?v=8c_abqUt-AM

Https://www.gasworld.com/story/future-primary-helium-volumes-wont-match-lng-byproduct/2175225.article/

Meant "GasWorld"

Https://www.gasworld.com/story/analysis-helium-markets-in-flux-as-buyers-scramble-and-prices-climb/2175199.article/

Just finished watching the Bloomberg helium podcast - very well done. Some key takeaways:

The interviewee was Nicholas Snyder, CEO of North American Helium (NAH), a Canadian privately-held/not publicly traded company, and a direct Helix competitor. NAH holds exploration and production rights to nine million acres in southwest Saskatchewan where exploration to date has identified 1000 as-yet undrilled geologic structures. NAH also currently operates nine production facilities. Another is scheduled to come online later in 2026 which will increase NAH total output by 40%. All current output is trucked to Kansas for liquification.

5 9s purity (99.999%) is the current industry purity standard (and the purity level being generated by the Helix production plant). But chip manufacturers today are demanding 6 9s purity (99.9999% ) for cutting-edge AI chips. Production of such chips also requires 10x the quantity of helium needed to manufacture earlier generation chips. 6 9s purity is today produced by Exxon at a Wyoming facility, but NAH is planning a new Canadian facility to compete with Exxon directly.

The helium concerntration of Qatar's gas is only .005%, but the sheer volume of Qatarian LNG procuction renders this tiny concentration economically viable.

The last helium shipments to escape the Gulf of Hormuz are arriving at their delivery destinations now. For this reason, impact of the production shortage has been muted until now. The real impact will be observed in one to three months regardless of further events in the Iran war.

24/7 helium chat is available at discord.discord.gg/oddlots.