Explosive growth in the semiconductor and healthcare industries as well as space and quantum computing have been driving global demand in helium, Prices have predictably been increasing and doesn’t looks like that pattern will continue for the foreseeable future IMO
The global helium market is expected to grow at a rate of about 11% and reach $15.73 billion by 2023
Looking like $HELI is well position for growth this year. They received $1.2 million for oil volumes that delivered for sale during the month of April. (May’s revenues estimated $700,000)
eager to see what summer oil production revenues roll in for $HELI
$HELI.v @ $0.50, mc $36.29M
j
this is a recent letter below and is fact, it takes time to get a helium processing plant has to separate helium from natural gas, heli is using natural gas to power there operations too, they will get a plant.
j
helium will be the next gold rush, its coming, helium is under the radar, not even listed under the commodities market and in short supply.
p
Wells are back up and running at ~520 barrels per day, and two new wells are being drilled soon. Things are looking good for $HELI.v despite SP continuing to fall.
A
The news is not outstanding nor dismal; it was pretty much to be expected with the spring conditions.
The crypto crash and rising interest rates are not helping anything.
Fundamentals usually rise to the top so it's great HELI has nothing to do with crypto and currently has no debt so immediately it should not correlate too much with both of these factors.
Oil is north of 120 and pushing 121 so this is great for their spot light oil pricing.
Natural gas is over 8 and the helium shortage is increasing prices in a big way with the global helium market projected to expand annually for at least the next 5 years.
In all honesty this is not gaining the momentum any of us here would have liked as quickly as we would have expected for these very favourable fundamentals but the fundamentals still hold and there is a lot of potential for this company and industry as a whole.
An excellent price point to gain exposure at.
GLTA
A
Seems like that the newest release was not well received by the market
A
An unbelievable valuation right now for a company with 46 million in proven assets and zero debt.
These assets do not even take into account any future exploration/wells/infrastructure on both the Worsley and their Southern Alberta land.
This all combined with the helium shortage and tighter and tighter supply and political risk and things are looking very very promising for this company and industry as a whole.
K
.44 by Friday!
j
Thought i pass this on metal stocks will go down under a recession, demand goes down less buying of metals, helium demand wont be affected by this used in computers, rockets, missals medical field ect, there is shortages right now, price is over 1,200.00 per 1000 cubic ft right now and expected to go over 2,000.00 read below
Supply and demand conditions are expected to continue to worsen, such that demand is expected to (i) continue its aggressive growth curve and (ii) continue to outstrip supply for the foreseeable future. Driven by multiple technical and geopolitical factors, the extreme supply shock is driven by:
A total of six helium plants have experienced shutdowns since the beginning of 2022;
a fire and an explosion at facilities under development in Russia has delayed potential production by years a fire at the Haven Midstream Gas Plant in Kansas taking a significant volume of US production off-line for the foreseeable future, if not permanently
a drastic reduction in helium production in Arzew, Algeria to better meet natural gas shortages being experienced in Europ eimplementation of sanctions against Russian suppliers, namely, Gazprom; and the Federal In-Kind helium program ending in September 2022, at which point all federal purchasers, including NASA and all government labs, will be forced to buy helium on the open market.
this is were the money will be, if china invades Taiwan and a war breaks out missiles need helium
most over looked commodity.
A
Nothing is guaranteed. However looking at the simple fundamentals and the current health and assets of this company they are positioned extremely well to succeed. They are cash flowing, have a proven asset pool, no debt and a two large proven helium plays in a secure country where the heavy lifting of surveying has predominantly been completed. Obviously this is no coincidence as their board is a very experienced and methodical team.
When business's have to sell substitute air filled balloons to grad parties, the Nebraska NCAA football team has to cancel its decades old tradition of releasing balloons for touchdowns and the price of helium has gone up tenfold and rising within the last 10 years and 5x in the last few years with more important uses such as MRI, medical and technology coolant also demanding supply... nothing is guaranteed... But I really like First Helium's positioning here.
GLTA
j
cheap cheap shares today, panic sellers. revenue wont stop coming in, no bills 1well ready to go online, 2 wells to be drilled paid for, natural gas and condensates demand wont drop, when the get expandable helium plant than they will have major revenue after that.
j
yahoo keeps deleting my posts, nothing in post to warrant that, helium is over $1200.00 a thousand cu ft right now, the discover well was flowing 2m cu ft a day which will bring in around 1m a month in helium sales without the gas or oil sales plus helium is predicted to go to $2000.00 per thousand cuft so almost double current price. when heli gets the processing plant its a game changer.
D
Seems like a half price sale, assets are doulbe this valuation.
A
$HELI $FHELF steady monthly revenue been rolling in for $HELI.V oil production deliveries
They received $1.2 million for oil volumes that delivered for sale during the month of April.
Cash flow from these sales will continue to be deployed to help fund the $HELI ’s ongoing helium exploration and development activities at its 100% owned Worsley Property, and the Southern Alberta Helium Fairway exploration land
eyes on this before an update on May’s revenues for oil volumes (announcement expected In late June ~estimated $700,000)
they also just Received DTC Eligibility Approval
$HELI.v up 6.3% @$0.51 ,mc $37.01M
j
Unlike most companies having dept, overvalued by 10-20-50 times heli has none of this, hold onto your shares dont get scared out of your money, markets are close to bottom, hang in there shares are real cheap to buy more,
A
For anyone looking for entry, here's your shot. Although very thin ask orders. 50k order would clear right to 0.70.
Things are looking very up for this company and Industry as a whole. Drilling should be commencing soon and I'm sure some news soon as well
Explosive growth in the semiconductor and healthcare industries as well as space and quantum computing have been driving global demand in helium, Prices have predictably been increasing and doesn’t looks like that pattern will continue for the foreseeable future IMO
The global helium market is expected to grow at a rate of about 11% and reach $15.73 billion by 2023
Looking like $HELI is well position for growth this year. They received $1.2 million for oil volumes that delivered for sale during the month of April.
(May’s revenues estimated $700,000)
eager to see what summer oil production revenues roll in for $HELI
$HELI.v @ $0.50, mc $36.29M
processing plant has to separate helium from natural gas, heli is using
natural gas to power there operations too, they will get a plant.
under the commodities market and in short supply.
The crypto crash and rising interest rates are not helping anything.
Fundamentals usually rise to the top so it's great HELI has nothing to do with crypto and currently has no debt so immediately it should not correlate too much with both of these factors.
Oil is north of 120 and pushing 121 so this is great for their spot light oil pricing.
Natural gas is over 8 and the helium shortage is increasing prices in a big way with the global helium market projected to expand annually for at least the next 5 years.
In all honesty this is not gaining the momentum any of us here would have liked as quickly as we would have expected for these very favourable fundamentals but the fundamentals still hold and there is a lot of potential for this company and industry as a whole.
An excellent price point to gain exposure at.
GLTA
These assets do not even take into account any future exploration/wells/infrastructure on both the Worsley and their Southern Alberta land.
This all combined with the helium shortage and tighter and tighter supply and political risk and things are looking very very promising for this company and industry as a whole.
1000 cubic ft right now and expected to go over 2,000.00 read below
Supply and demand conditions are expected to continue to worsen, such that demand is expected to (i) continue its aggressive growth curve and (ii) continue to outstrip supply for the foreseeable future. Driven by multiple technical and geopolitical factors, the extreme supply shock is driven by:
A total of six helium plants have experienced shutdowns since the beginning of 2022;
a fire and an explosion at facilities under development in Russia has delayed potential production by years
a fire at the Haven Midstream Gas Plant in Kansas taking a significant volume of US production off-line for the foreseeable future, if not permanently
a drastic reduction in helium production in Arzew, Algeria to better meet natural gas shortages being experienced in Europ eimplementation of sanctions against Russian suppliers, namely, Gazprom; and
the Federal In-Kind helium program ending in September 2022, at which point all federal purchasers, including NASA and all government labs, will be forced to buy helium on the open market.
this is were the money will be, if china invades Taiwan and a war breaks out missiles need helium
most over looked commodity.
When business's have to sell substitute air filled balloons to grad parties, the Nebraska NCAA football team has to cancel its decades old tradition of releasing balloons for touchdowns and the price of helium has gone up tenfold and rising within the last 10 years and 5x in the last few years with more important uses such as MRI, medical and technology coolant also demanding supply... nothing is guaranteed... But I really like First Helium's positioning here.
GLTA
1well ready to go online, 2 wells to be drilled paid for, natural gas and condensates
demand wont drop, when the get expandable helium plant than they will have major revenue after that.
is over $1200.00 a thousand cu ft right now, the discover well was flowing 2m cu ft
a day which will bring in around 1m a month in helium sales without the gas or oil sales plus helium is predicted to go to $2000.00 per thousand cuft so almost double current price.
when heli gets the processing plant its a game changer.
steady monthly revenue been rolling in for $HELI.V oil production deliveries
They received $1.2 million for oil volumes that delivered for sale during the month of April.
Cash flow from these sales will continue to be deployed to help fund the $HELI ’s ongoing helium exploration and development activities at its 100% owned Worsley Property, and the Southern Alberta Helium Fairway exploration land
eyes on this before an update on May’s revenues for oil volumes (announcement expected In late June ~estimated $700,000)
they also just Received DTC Eligibility Approval
$HELI.v up 6.3% @$0.51 ,mc $37.01M
has none of this, hold onto your shares dont get scared out of your money,
markets are close to bottom, hang in there shares are real cheap to buy more,
Things are looking very up for this company and Industry as a whole. Drilling should be commencing soon and I'm sure some news soon as well
td, $HELI.v @ $0.50 MC $36.29 M
If you were thinking of getting:adding to your position now would be the time.