RE: 🔥🔥🚀🚀🚀🔥🔥23 Nov 2025 16:08
A neutral analysis from Chat GPT:
Probable Magnitude of Upside (my estimate)
If I were to make a rough, high-level estimate (based on public data):
• Base case (modest success): The 3D survey helps Quantum define a few more drilling targets, maybe increase their resource confidence and double or triple the size of “drillable helium opportunity.” That could lead to a significant re-rating from exploration to development — perhaps 3-5× share-price upside (depending on how the market values helium plays).
• Bull case: If the seismic reveals a large, continuous, high-quality helium accumulation, and follow-up drilling confirms strong flow, Quantum could lay the foundation for a real helium production hub. That could lead to much higher multiples — potentially 10×+ — but this is more speculative and depends heavily on capex, infrastructure, offtake, and execution