Member Info for LufupaLion

JC

True but I wouldn’t want to be out or trim my holding here as this could rocket up any day on any of the following

1. US federal grants or other financial packages to Helix to help develop Rudyard.

2. Off-take agreements

3. Inez progress

4. Helium being re-instated on the critical minerals list

5. Other corporate news including JV’s or even take bids.

JC. I’d say the range is more like 42-47 but let’s not split hairs. If so we could now be due a swing up.

I’d like to think the lack of news is because there have been multiple interested parties banging on Bo’s door over the last few weeks all with different offers and Bo and Keith are mulling over pros and cons. Government funding and JVs could also be in the mix so it could be a very complex be good picture.

Wow, Another 10% of the world’s helium just disappearing from an already choked market is huge news and great for helix.

If or when helium is reinstated as a ‘critical mineral’ assistance could be by way of federal financial grants to develop Rudyard. What I’ve read suggests the grant doesn’t need to be paid back providing the successful applicant adheres to conditions set which are basically development and production within set timeframes.

I defend Trump more than most particularly what he has achieved with protecting the US border. He currently however seems all over the place trying to force a favourable peace deal for the US which is making him look rather silly. It seems Iran now is so fragmented his Administration don’t even know who to talk to. I expect they are talking to someone but not the Revolutionary Guard where the power really is.

BigBite

It’s been said here before and on other boards but If you were a big helium gas supplier wouldn’t you be tempted just to take Hex out with a take-over bid? It removes a disruptor and secures good domestic supply.

Serious stuff. This also doesn’t take into account the high probability of further attacks on Ras Laffan.

You’ll hear soon enough. Patience young Punter.

Production ramp up is not limited to 3 wells I assure you.

Production ramp up over the coming months includes more wells drilled and more trailers to cater for this.

Well..I wholeheartedly apologise if you base it on “research”

Ps. As I thought “Gobbledygook”

Punter

What do you mean by “2 months off full production” and what do you base that view on?

Sounds like gobbledygook to me but I’ll give you a chance to explain.

Yes. It must be going up interstate as we speak.

JC- I can’t see the word “soon” . It may have been changed.

Tweet now says “trailer on route to Rudyard”

I expect Qatar will need to formally confirm the extent of the damage to Ras Laffan within next 12/24 hours and early reports make me believe it could be out of action for up to 12 months. This means 40% of the world’s helium up in smoke.

Suddenly a few derampers/traders appear.. no doubt petrified we’ll now see a sustained rise and their hopes of buying back in at low 30’s will be dashed.

Yesterday’s attack on Ras Laffan has certainly changed the landscape as BigBite’s post below rightly states.

It’s as if Israel and the US are initiating attacks on Iran’s oil and gas facilities ( south pars) to goad an Iranian like for like response. This is far from over and South Pars and Ras Laffan will both get attacked again. War games.

I reckon there will be early buying tomorrow and price will zoom back up to 35p. If it smashes it, next base level should be 38/39p.