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Nobles capex would likely be much greater than He1 for the fact their age carrier is methane and carbon dioxide. So separation and capture would be required
He1 all green gases with nitrogen carrier plus Argon, also all inert gases but they also have 2.2% hydrogen but this would add to efficiency being valuable itself.
It’s usually transported by road and ship cargo in multi layered tankers in a nitrogen gas vacuum.
Interesting as our He has Nitrogen as its carrier.
In some cases argon can substitute helium but only in limited application’s, there is no true substitute for helium
During the interview Lorna let us slip they are talking to partners and others and if they decide to proceed.
All coming together. Lots of working parts all positive.
Talks collaboration with Noble and others with versatility to be used for oil and gas and Talks Tanzanian gov connections.
It’s paying off now.
https://youtu.be/d6U_qOkjsbE?si=ED0bJMDvYlOmCHSY
Yep Lorna said they don’t need the lab results to move forward they are confident what they have with the onsite lab. I’m sure she said it is an independent onsite lab.
Lots going on and she mentions “if they proceed” what talking about partners going forward.
So she is already in communication with partners. Plural !!!
Wow
Critical shortage and life saving find.
Well Lorna has found it alright !!!
Sounds like she’s already got something/somebody lined up.
My money on Tullow/glencore. She came from Tullow. Boom in order imo
Interesting. Just watched the interview again. She says “lots going on in the background” and “if they’re wanting to proceed” when talking about future partners and next plans to come together.
“Flowed freely to surface”. Also hydrogen at 2.2%.
Can see Tullow oil getting involved here. Lorna’s old team. They have historic company making successes and deep pockets and just partnered with Glencore for hydrogen.
All the more news to come. The hint given I like. Commercial quantities confirmed. More specifics to follow. Time to keep adding for me which is raising my average but as Lorna says this is a unique investor opportunity for transformational wealth.
Should report in 3 days if tr1 is due.
Tullow surely her first port of call. Knows how they work and in same country.
Surely Lorna’s phone has been red hot.
My guess she’s been in talks with her ex Tullow Team for One. Another major success in the bag for them.
Topped up raising my average yet again.
Noble has Co2 and methane contamination as the Helium carrier which will make a difference.
He1 pure green gases with green nitrogen as the H and He carrier.
A century of Sustained Helium production from the basin expected. Wow
Typical roache feels like history repeating. Profits back over to he1 for me.