RE: Increased helium flow6 Mar 2025 06:51
Basil, I quite agree. Air Liquide are the very company that has the technology that we are going to use (separation of the gases at source for uplift at source to the end user).
None of the developments will have gone unobserved. The Helium from just the first well at Galactica is over 30% more than anticipated - this does not come as a surprise. Lorna is an excellent geologist and DD will have been done before we farmed in. Blue Star's sp rose 30% and has held, I personally feel HE1 should consider share consolidation and then perhaps we can leave the sp shenanigans behind and start building fair value into this share.
That is of course if a JV by the majors that you mention doesn't happen first, which is highly likely.