RE: I would change the plan in Colorado28 May 2025 22:49
@lastspin the classic “HZM = everything else” fallacy; a bold leap from nickel to noble gas! 🧐
But let’s stick to Helium One and the facts:
• No debt, no Glencore-style entanglements. Clean balance sheet.
• Phase II drilling results due, not years away — we’re talking imminent operational updates.
• Helium demand is rising sharply with limited global supply. Unlike nickel, helium isn’t just another metal; it’s critical, strategic, and irreplaceable.
• Experienced technical team on the ground, and clear lessons learned from Tai-1.
• Plus, this isn’t a 5-year capex black hole — it’s targeted exploration with real upside.
Sure, risk is part of the game…. but you can’t compare an 80% built nickel mine with capital shortfalls to a nimble, fully funded exploration play with a unique resource in an underexplored basin.
Different league, different gas, different game. 🎈
You’ve had your last spin, lastspin. Goodnight 😘