Post by
E17 on Apr 19, 2021 2:34pm
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.
Comment by
ImpIications on Apr 19, 2021 2:37pm
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Comment by
E17 on Apr 19, 2021 2:43pm
He died of Covid I hear, recently deceased and replaced by someone less crazy. That would be Tasmanian Devil anyhow... I fully expected a: "But dontcha know this is the Desert Mountain Energy board BWOOOOOOYY" OK, OK, just hear me out, I know DME is further down the path to development...but...I'd bet on HE1 outerfoming DME, and I have.
Comment by
piperman60 on Apr 19, 2021 3:11pm
Thanks for your opinion. Have a nice day. Bye.
Comment by
E17 on Apr 19, 2021 3:43pm
No worries, you're welcome, I'll check back end of month to compare returns.