RE: Helium/hydrogen update19 Oct 2025 22:08
A great comparison, but if the market is cartel-like, a cash rich competitor is more likely to make an early move, for say a 50% stake and a free carry on the remaining wells for full field development rather than allow the market to correctly value HEX's potential. I'm thinking due to the potential enormity of the recent announcement, a US oil major would also show interest due decarbonising goals.
Good that BO is banging the drum on a Sunday evening, interesting week ahead.