$HELI - First Helium, freshly IPOd helium company Helium is a rare gas that isn't commonly discussed in investing circles. Still, it’s probably one of the most valuable elements globally (based on the uses in the supply chain for tech and manufacturing).
The global helium market is expected to grow from $10.6B in 2019 to $18.18B by 2025, with a CAGR of 11.15%. The global helium consumption by industry can be segmented into the following: MRI/NMR, laboratory/sciences, lifting, semiconductor manufacturing, welding/cutting, fibre optic manufacturing, military & space, leak detection and diving.
https://www.globenewswire.com/en/news-release/2021/04/19/2212376/28124/en/Global-Helium-Market-Report-2021-Market-is-Forecasted-to-Reach-18-18-Billion-in-2025-Growing-at-a-CAGR-of-11-15.html
With this rapid growth in the industry, I’ve invested in a few companies that help satisfy the helium demand, mining companies. The one I’m mainly excited about is $HELI (First Helium).
- Brand new IPO (share prices have dipped over the past couple of days, lower than the pre-IPO financing at $0.35)
- Relative to peers, this one has the lowest valuation by a considerable margin
- HELI’s first acquisition is mineral rights that will control 30,000+ hectare on the Worsely Trend which provide them access to the existing 15-25-87-3W6 WELL which has a concentration of 1.32% helium and an incredibly high flow rate of AOF 88 million cubic feet per day (high production rates in a market with rising helium prices)
- The 4 Wells they’re pursuing helium production only accounts for 5% of the total land base!
First Helium is definitely one I’m buying more of at these levels, with a market cap of only $17M at $0.255; I expect a lot of growth coming in the future as the helium industry continues to grow in addition to the potential production value that $HELI’s property holds. GLTA!