Member Info for sphinx100

Kicking in , possible rns Monday !

Maybe SL still adding !

Getting close as well , should give a boost to the Sp.

CO2 liquefaction from the amine unit remains on track for second half of H1 2026.That could be in the next few weeks .

Is a ISA transfer , new year starts in 3 weeks .

Could never make it profitable at those prices , assume they are wrong .

All buys today so far , albeit low volume

The Helium price has risen considerably since then , I think 2x those estimates .

Ai overview

As of March 2026, the global helium market is in a critical, high-volatility state driven by severe supply constraints and surging demand for semiconductor manufacturing. With the U.S. Federal Helium Reserve privatized and recent logistical disruptions in Qatar, prices are rising sharply, forcing a shift towards "primary helium" projects in North America and Africa.

Investegate

Investegate

+3

Key Aspects of the 2026 Helium Situation:

Supply Crisis & Geopolitics: The 2026 Middle East conflict, particularly involving the Strait of Hormuz, has disrupted exports from Qatar (which supplies ~35% of the world's merchant helium), with QatarEnergy announcing force majeure in early March. This has created severe shortages, with analysts projecting 35-50% spot price increases if disruptions last.

Surging Demand: The market is driven by the AI-chip era and semiconductor fab expansion (particularly for 2nm nodes) in the U.S. and Asia. Demand is expected to rise significantly by 2035.

Market Transformation: The 2026 privatization of the U.S. Federal Helium Reserve marked a shift from government-stabilized supply to private-sector-led, high-purity (99.999% UHP) supply.

Key Producers & New Sources: While Qatar remains a major supplier, risk has prompted diversification. The North American "Primary Helium" corridor and new projects in Tanzania are becoming critical for supply security.

Market Value: The global helium market is experiencing significant growth, with projections of it reaching USD 9.47 Billion by 2032, reflecting its scarcity and strategic importance.

BBC

BBC

+5

Approval for a new function claim with China's State Administration for Market Regulation (SAMR) blue cap.

NutraIngredients.com

NutraIngredients.com

+1

Here is the current status:

First-Mover Position: By-Health Co. Ltd. submitted the first-ever application for a new function claim under the SAMR's new pilot program on August 29, 2023.

The Claim: The application focuses on the function "helps maintain normal platelet aggregation function and is beneficial to blood flow health".

High Probability of Success: Reports from early 2026 indicate a high probability (60-70%) that approval could be finalized in the March-April 2026 timeframe.

Strong Scientific Backing: The application is supported by eight separate studies, including clinical trials in China, strengthening its chances for approval.

NutraIngredients.com

NutraIngredients.com

+5

Once approved, Fruitflow will be able to display the "blue cap" (blue hat) logo, which indicates it is a recognized health food with a specific functional claim in China.

Will almost certainly end a blue day !

Based on recent industry announcements and agreements, helium offtakers typically secure a high percentage of production, often ranging from 80% to 100% of a project's output.

Investing News Network

Investing News Network

+1

These long-term offtake agreements are frequently structured to guarantee supply for high-tech industries, with specific examples including:

100% of Production: Helium Evolution Inc. signed an agreement for 100% of their share of production from the Soda Lake Facility.

80% to 90% of Production: Mosman Oil and Gas established agreements where partners could purchase between 80% and 90% of liquid helium production from their EP 145 project.

Revenue Splits: Some agreements are structured as revenue splits, such as a reported 80/20 split in favor of the producer (e.g., GGE).

Next Investors

Next Investors

+3

These deals often include provisions where the offtaker provides equipment, financial support, or assistance with processing infrastructure in exchange for the majority of the supply.

I assume this is still the process !

https://www.cirs-group.com/en/food/application-of-new-health-functions-in-china

Not giving anything away as usual, at least it’s a tight ship across all the partners.

🔘 37 Health Food Products Registered & 282 Notified in China

As of February 3, 2026, according to the official website of China's State Administration for Market Regulation (SAMR), a total of 37 health food approvals have been issued for 2026. Among these, 36 are domestic registered health food products, and 1 is an imported registered product. In terms of notification approvals, 281 are domestic health foods, and 1 is imported

Air Liquide, are my choice

That was just for helium , I believe Co2 was estimated to bring in another £1m , I also think these estimates were far to low , but better to underestimate than over ,

Insignificant trades ! What’s your point ?

I also think those PE ratios are a bit low for AIM probably 20 - 30 x Is more like it . .

1.5p. On very little volume!!!

Thanks gixer thought you might have a list hidden somewhere .