RE: Let’s Talk Simple Maths… 10 BCF Style 💸6 Jun 2025 23:17
Good points, Blubay, but let’s not get tangled in the nets before the fish even bites 🐟
You’re applying a steady-state cash flow model on a pre-revenue explorer - that’s like using an IKEA manual to fly a drone 🚁
Yes, the $2bn figure is gross in theory, not reality. But we’re in AIM land, sentiment & scale projections move the dial long before the first cheque clears.
Even a credible resource confirmation + ML signed + RFA agreed + JV terms set = huge rerating potential. Not on P/E - on possibility.
This isn’t about baking muffins, it’s about baking value. And in helium, even a whiff of successful commercialisation makes that 3.6p broker target look like the floor, not the ceiling.
Let’s meet in the middle, as you say. But right now, that “middle” looks a lot closer to 5–10p on catalyst momentum alone. (Which is what I posted in an earlier post)
And if the CPR, Colorado production, and Tanzania JV all line up……
Well, then your calculator might just need a bigger screen. 📈🔥🚀