Non A.I summary5 May 2026 12:39
This was drawn up from all public information by myself
QHE Market cap £11mln
Sector comparisons as of May 2026
HE1 £60mln
PLSR £167mln
HEX £70mln
The oil revenues will be double in 2026 as oil now $100+ rather than $50 for their 2025 revenues :
This integrated approach allows Quantum to advance its helium portfolio while maintaining financial discipline and operational momentum. This revenue contribution, combined with strengthened oil prices, further enhances the financial resilience of the Company as it progresses towards helium production.
Funding of c £16mln with over £5mln raised
Assets value $300mln ( this was based on 2025 pricing)
USA based helium assets
Helium spot prices up 50% in February, and further still in March, April Bupa warns of shortages as does Elon Musk
April Placing and comments
Cornerstoned by institutional investors following inbound demand
· Validates the strength of Quantum's helium portfolio and US strategic positioning
· Funding supports the next phase of development at Sagebrush and Coyote Wash
· Multiple near-term catalysts, including results from the Company's extended production test at Sagebrush
CEO stated news flowing in coming days/weeks so get ready!!
Bupa warns Iran war could delay hospital procedures":-
“Asked if Bupa was hit by the global squeeze on helium supplies, Mr Carroll said: “Absolutely "
Helium (Microchips)
A third of global shipments of helium gas normally come from Qatar and pass through the Strait of Hormuz, external.
It's a byproduct of the production of natural gas and is used in the manufacture of semiconductor wafers, which are then processed into the microchips used in computers, vehicles and household appliances.
Helium is also used to cool the magnets in Magnetic Resonance Imaging (MRI) scanners used in hospitals.
Sector comparisons
HE1 £90mln
PLSR £219mln
HEX £60mln
Asset highlights
- USA based assets
· Sproule ERCE estimates 2U gross recoverable helium of 0.97 BCF at Coyote Wash
· Combined with Sagebrush, Quantum now has 1.104 BCF gross (828 MMscf Net) 2U helium, all independently evaluated.
· Potential gross value of ~ US$331 million ($300/Mscf)
· Establishes Quantum as having one of the largest independently verified helium portfolios among London-listed helium companies
· Sproule ERCE also identifies up to 750,000 barrels of potentially recoverable oil at an Ismay prospect with three potential well locations.
Uses of helium
Helium is a vital resource across the technology, science, medical, space exploration and manufacturing industries. It is widely regarded as a mainstay of the digital revolution given its importance in a range of high-tech manufacturing applications.
Helium demand
Global demand is estimated to be around 6 billion cubic feet (Bcf) per annum, with China alone importing 1 Bcf a year. Annual demand expected to increase from 6.0Bcf to 8.5Bcf by 2030, with a current global
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