HE1 Anyone?I missed the boat on this one, and feel that even though it may have further to run, there's more upside at Helium One - lower market cap, bigger potential prize, higher concentrations, fully-funded drills imminent etc.
OK, so it's Tanzania, not the good ol' US of A, but new Tanzanian prez seems pretty real about supporting investment in her country, and even mentions helium as a focus area.
Anyone got a view?
I like that the helium production is not linked to hydrocarbons in the case of HE1, I also like the fact that drills are simpler and cheaper (than O&G), and that path to production seems lower timescale than conventional gas.