One Well, Big Potential12 Jan 2026 20:13
Let’s be clear, the Rukwa CPR is based on just one flowed well, which delivered sustained helium (~5.5% avg, peaks higher). All the numbers, gas-water ratios, flow assumptions, recoverable volumes, come from this single calibration point. The wider seismic, structural, and geochemical data just define the where; the what and how much are pinned to what’s been proven.
Why it’s bullish: CPRs are conservative by design. They don’t guess, they book what can be defended. When ESP testing shows repeatable flow, stable gas ratios, and consistent helium percentages, the same logic can be applied to future wells. That’s when Rukwa moves from “one-well proof” to real optionality.
Add Colorado into the mix, first sales imminent, pricing underway, and you’ve got tangible, near-term exposure that the market hasn’t priced yet.
Bottom line: today’s CPR is a single well, but what’s proven is enough to get the engines running. More wells = exponential upside. 🥚🚀