Very good write up Charles. Helix is a great business with a lot of upside optionality, good management and lots of geopolitical tailwinds behind it. Thanks for the great work
Excellent analysis Charles. My only observation is that I saw an article a while back on the Global demand currently for He3 being 5kg a year. The author also poured cold water on the plans to mine the moon it view of this, and commented that current use of He3 would remain low unless there were some fundamental changes in the timelines for quantum computing capacity and fusion generated power. Might be a few years before the He3 aspect becomes that important?
However, I don't see that devaluing Hex in any way at the moment.
Very good write up Charles. Helix is a great business with a lot of upside optionality, good management and lots of geopolitical tailwinds behind it. Thanks for the great work
Excellent analysis Charles. My only observation is that I saw an article a while back on the Global demand currently for He3 being 5kg a year. The author also poured cold water on the plans to mine the moon it view of this, and commented that current use of He3 would remain low unless there were some fundamental changes in the timelines for quantum computing capacity and fusion generated power. Might be a few years before the He3 aspect becomes that important?
However, I don't see that devaluing Hex in any way at the moment.
I covered this generically in some depth recently https://thatstocksguy.substack.com/p/the-new-oil-fields
Woohoo. How can you not get excited. Cheers Charles.
Thank you again for the analysis, felt like we were waiting for quite a long time for that RNS to come out (little teasers with trailers etc).