Bill Meredith

#PLSR Helium-3 Infographic Series Published Amid Growing Global Demand Expectations. 🔹The significance of helium-3 & the implications surrounding supply scarcity 👉IMG1 tinyurl.com/5drw8r5m 👉IMG2 tinyurl.com/2xan9k2c #PLSRINSIGHTS 👉tinyurl.com/2zztkyzf $PLSR $PSRHF

Altona MRE out today, down 12% so far after solid run in April. Flourspar grade dropped from 30% to 20%. Gallium mainly outside the flourspar zone. Not as good as hyped. Still long but good time to lock in profit, position halved. See more downside ahead. #REE

@MendellHelium (AQSE #MDH) stands apart from several of its peers because it already has #helium production and is trying to build from that base rather than simply market an exploration concept. The company’s portfolio is centred on Fort Dodge in Kansas and Hugoton in Oklahoma, with management presenting the business as a US based helium producer with expansion potential. That matters in the context of the Strait of Hormuz because Mendell offers exposure to domestic American helium supply that is not reliant on Gulf shipping routes or LNG linked export infrastructure. For retail investors, that makes the company easier to frame within the security of supply theme, even if its scale remains much smaller than the global market challenge it is trying to address.

Strait of Hormuz, #Helium companies #PLSR #HE1 #HEX #GEX #MDH #QHE investors are starting to notice. #Qatar supplied roughly 36% of the world’s helium in 2024, making it by far the largest producer outside the #USA. Helium spot prices have doubled since the Middle East crisis began. 🔗 Read the full update here: share-talk.com/the-strait-of-…

#HEX #HelixExploration Huge news out! US Airforce agreement. They'll have to RNS this: renaissancephilanthropy.org/insights/chima… - Gives investment - Big stamp of trust (ICBMs - nukes) - If they're dealing with government for hydrogen, they'll do even more for the helium, as that's more important