#Hex
That would be opportune, having just purchased a liquefaction plant. I say bring it on please. All bases covered, domestic producer , own rig to expedite drilling & onsite PSA. All the ducks in a row .
America cannot lose the helium race - go.shr.lc/4wHzWgn - @washtimes
#Helium 🇺🇸 #USA @HelixExp #HEX @MendellHelium #MDH @quantum_helium #QHE #Semiconductors #MRI #Aerospace #Military
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#MKA
One of my largest holdings and has required patience over the last year, but the potential is incredible and hence a long term hold.
Here it is!
I believe this is the best #RareEarth #NDFEB #Magnet opportunity that exists on any market in the world
I present to you, the worlds 'best' RE magnet recycling technology via #MKA (Mkango) and $CTH (Cotec)
Investment Analysis
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#Hex linkedin.com/posts/helix-exp…
Super interview with Charles Archer & Bo Sears. The company build out has been exceptionally fast,now time for shareholders to benefit from delivery & recover from dilution due to purchase of a PSA plant, rig and a liquidification plant. Let's go
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Empire building on steroids with strong participation from Drachs.
#HEX #HelixExploration Wow! That's a serious RNS.
"The acquisition positions Helix as the only independent producer in the country to own both its own production, at Rudyard, and liquefaction infrastructure."
Liquefaction unit+4 more drills+bigger sales margins
Lots to like.
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Kaeren retweeted
Treasure moments with your mum. The only one who will always have your back.
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I wish .. sounds sensible to me
The new Danish government is cutting the corporation tax rate from 22% to 19% over three years, and eliminating income tax bands for the highest earners.
“It is crucial that Denmark remains competitive,” Prime Minister Frederiksen said.
It's sad that the British government does not have a similar attitude.
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#Hex
Straight into INEZ after after signing offtake agreement, exactly as he said he would. Great to have a CEO consistently execute to plan. More than a refreshing change. ✨️
#HEX rigged up & re-entering Inez #1 🇺🇸
🔹Targeting additional production from Souris River interval
🔹Inez #1 represents meaningful addition to @HelixExp's growing #Helium production
🔹Hydrogen-bearing interval offers additional upside opportunity
RNS: irtools.co.uk/83/story/067e0…
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#Hex ,congratulations Helix Exploration, on the first contract at prices significantly above company expectations. Look forward to AGM next week for further news.
#HEX has moved from IPO to contracted helium sales in just over 2 years.
🔹Helix now producing, selling & generating revenue from helium in Montana
🔹Pricing achieved materially exceeds pre-IPO model assumptions
🔹Further discussions underway on larger & longer-term arrangements
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#HEX #HelixExploration I've got a mate in the gas+liquids transport sector. He says contract helium prices are upwards of $800 now (he can tell from the change in insurance).
Almost double what was modelled initially and so the NPV and revenue also double.
Can't be long now
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#Hex helix exploration
US semiconductor market cap weighting is surging to 14%
- Taiwan produces 92% of global advanced chips
- Over 70% of the revenue comes from the US
- It depends on 97% energy imports
- Imports 86% of its helium from Qatar
No energy, no helium = no chips = no AI = market crash
Yet markets are priced like supply chains are bulletproof
The market is max long a short conflict
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#Hex
Let's be having an offtake agreement . The shiny tanker ( last month ) looked great, and now I want to hear it's full & off to.... technology.org/2026/04/28/wa…
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No helium = No AI
Helium is a vital coolant needed for the manufacturing of advanced chips.
The top 3 exporters are:
- US: 43% of global production
- Qatar: 33% of global production -> now gone
- Russia: 8% of global production -> now restricted
The AI revolution is facing serious headwinds, with energy being the biggest OpEx, grid access the biggest bottleneck, and now chip supply threatened by a helium shortage.
Meanwhile, AI stocks are close to their all-time highs, as if none of this actually matters.
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Kaeren retweeted
$CTH.v
Siemens stage event tomorrow:
If Siemens validate Hypromag ,
Then Siemens become Feedstock provider AND the client.
If this happens, they can effectively replicate this across world with all industrial powerhouse without breaking sweat on scrapping HDD drives
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Kaeren retweeted
The key aspect is that the #MKA $MKA $CTH HyProMag HPMS system is literally world leading technology. No arguments from any other quarter, from what I can see.
And it’s patented across almost all major territories outside of China - which is actually unusual in itself, in the REE industry.
Lowest cost + moat (patented IP) means that the HyProMag group companies are a globally scalable proposition. Unlike almost all other REE companies, it can drive a worldwide rollout programme without the need for further M&A.
And NdFeB magnets are key to almost all the industry verticals that are anticipated to enjoy exponential growth over the coming decades:
- humanoid robots;
- space tech;
- data centres;
- EVs;
- drones;
- military equipment…
It will click for the wider market soon enough.
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Kaeren retweeted
#MKA atm reminds me of #FTC when a wrote an article on it @Stockopedia in Jan 2024. All of the information is out there. Everything is in place. We just wait for the market to catch up, but £2 this year and £5 by end 2027 looks achievable.
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