RE: Did some research on Helium one, looks quite good11 Apr 2026 07:50
Rather dismissive of Tanzanian assets which is now a 'world class strategic asset'. The $100 million may not be required straight away with the use of production units on portable skids, as per BNL used in Colorada. Funding for Rukwa will be provided by the jv partner. In any case the $100 million is small change if for example a semi conductor manufacturer runs out of pure helium, can be a loss of $2 - $12 million per day plus millions in start up costs.