The waiting game...............22 Apr 2026 09:22
Like (I suspect many others) I wake up wondering if today is the day that we get the news that we all know is coming at some point. When the red dot fails to appear, I pop the coffee on and think to myself that tomorrow is another day (especially if it is a Thursday lol) and that good things come to those who wait.
What I don't do is worry or stamp my foot in a fit of pique, subsequently posting all sorts of unconstructive criticism and negativity.
I have never invested money that I can't afford to lose and I have never invested money in anything without doing my homework and research, an ongoing process with Helix over the past year or so.
Of course there are risks! Of course there are delays and most topically, Black Swan events like the current Gulf debacle courtesy of the pocket-lining orange clown. However, my investment case was made prior to all of that and I thunk most people would agree that it presents a unique opportunity for Helix to cash in with contracts that exceed the robust business case built and presented on $500 per mcf at and since the IPO.
There are many better and more intelligent people than me out there with inside knowledge of the industry and the following article is the best analysis on Helix I have seen so far (and those of you who do your homework will be familiar with it, if not then please have a read).
https://open.substack.com/pub/misterbomb/p/where-the-helium-crisis-becomes-cash?utm_source=share&utm_medium=android&r=1szgwi
It is written by someone in Charles Archer's network and Charles comment was that he doesn't write with a retail audience in mind and was a very senior global trader in the Helium gas market.
What I like about it is that it clearly identifies the risks as well as the good stuff and is incredibly bullish on the management team. I quote.
"What mediates that risk, in my view, is management quality. Bo Sears is not a promoter. He is the person who wrote the definitive book on the helium industry, who has spent 25 years in the field, who lives in Montana next to his operations, and who has demonstrated the ability to acquire assets at extraordinary multiples of value. Gregg Peters brings three decades of commercial helium expertise from the top of the industry at Linde/Praxair. Keith Spickelmier has built and sold energy companies for hundreds of millions of dollars. And together, they have taken Helix from a blank-page IPO to a producing company in just over 22 months. No other listed helium company has come close to that timeline. It is an execution record that speaks for itself.
I cannot eliminate the geological risk, the execution risk, or the market risk. But the quality of the team managing those risks is, in my assessment, the best available in the listed helium universe."
Anyway, that's my ten-penorth this morning and good luck to all!
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