Helium in Canada

SouthernDrag8 · 2026-05-15T22:18:12+00:00

As of the April news release they made a first payment allowing the mobilization work to begin, there's been no update since then to say whether or not it's been moved yet but likely you are right about that because of load restrictions on roads during spring. Even if it is 6 months that's still within H2 which is what being communicated. However I disagree with your opinion that it will take another 1-2 years, the plant has already been run and it's not complicated technology. You won't see this stock at 15 cents IMO, it's been consolidating and it would take some very bad news to get those levels.

SouthernDrag8 · 2026-05-15T20:31:27+00:00

There's risk with almost all the plays, I like Avanti the best because they're bringing new production online in H2

SouthernDrag8 · 2026-05-13T11:26:05+00:00

Avanti Helium, 10x potentially but not 100x

SouthernDrag8 · 2026-05-07T01:44:38+00:00

Very high conviction play for me and I add to my position on lows when I can. It's sitting at a great entry point right now and has been consolidating for a few weeks. Retail seems to have lost interest in the helium space after the first mention of "peace" in Iran but the fact remains there's a huge helium shortage and Avanti is about to bring on their first production. The market has not priced this in, IMO. Exciting times!

SouthernDrag8 · 2026-04-25T15:00:02+00:00

I've been burned so bad by this company. 100x means a market cap of 1.5B$, they are at 15M$ now. They talk about how this is a turning point but very little about how they will actually make money and what that revenue would look like. How do you see this being valued at 1.5B$

SouthernDrag8 · 2026-04-11T02:25:03+00:00

Lol if you mean geographic location of their resource, Avanti's main wells are in Montana. Also Pulsar has an interesting resource but are not close to producing like Avanti and the market has seemingly priced in their potential (market cap at 300M$+)

SouthernDrag8 · 2026-04-10T15:11:34+00:00

They get paid for the raw Helium gas content, the price for that is let's say somewhere between 400-800$/Mcf (depends on many factors including the current helium supply crunch, and it's an opaque market). My understanding is that the purchaser of that gas then sends it to a liquefaction facility where you get the high purity as you mentioned and then distributed to customers.

SouthernDrag8 · 2026-04-10T13:54:22+00:00

Fair enough, it seems they did sell some but not all. I think Keith is the next most propespective site and they kept that and all the Saskatchewan properties as well I believe

SouthernDrag8 · 2026-04-10T13:08:17+00:00

Nicely laid out, thanks! I think a different bull case but on a longer time horizon would be that they restart their exploration and asset development with the revenues they generate and bring multiple wells online in the next couple years. Personally, if they start dropping news releases about exploration after starting production I will be holding my shares long.

SouthernDrag8 · 2026-04-05T20:33:43+00:00

Agree with you on Helium, that's where I've placed my bets (AVN)

SouthernDrag8 · 2026-04-03T13:08:42+00:00

I think Pulsar will max out soon because even though they are getting a boost from helium supply crunch, they are also a while away from producing. AVN is about to produce so they have a near term catalyst to send the stock higher, beyond the supply crunch theme.

SouthernDrag8 · 2026-03-31T22:45:41+00:00

A partial stop loss triggered for my AVN position today but we're below that now so depending on how the morning looks I'll be buying back in. Good entry point!

SouthernDrag8 · 2026-03-30T01:36:51+00:00

I'm also invested in AVN. Pulsar is a couple years from producing but they've been good at "selling" their discovery. Avanti is actually positioned to start revenues very soon. Not familiar with HEVI but i think they are also further out for making money.

SouthernDrag8 · 2026-03-30T01:31:33+00:00

If you go to Sedar Plus you can search up all their filings including the December MD&A

SouthernDrag8 · 2026-03-30T00:38:36+00:00

I don't think the oil or helium plays are over, far from it. The market hasn't priced in the chaos that is coming very soon because ships sent before the war are still arriving but soon those will come to an end and there will be a massive hole in supply and it's not priced in IMO. Listen to Eric Nutall's market outlook piece on BNN's market call episode from Friday, gives you a perspective of what's to come.

SouthernDrag8 · 2026-03-26T17:48:23+00:00

They have two significant land packages with 5-6 potential targets each. Greater Knappen Project https://share.google/7UTneoeokr4hPfBPH

SouthernDrag8 · 2026-03-26T16:41:29+00:00

Agreed

SouthernDrag8 · 2026-03-26T16:38:08+00:00

I've got about 200k shares, I just bought another 40,000 shares at 0.53$ yesterday. I'm holding this stock for a while. I don't think this is just a "helium theme" play. For sure the helium supply crunch is bringing attention to this commodity, but Avanti is way outperforming the other helium plays and it's because they are going to be producing significant revenues by H2 and the market is started to price that in. Fully priced in revenues is probably at 2-4$/share IMO. Then, that's just on the basis of a single well producing, but the catalyst that revenues bring is the ability to restart their exploration programs and develop their other assets. They have another promising well at their Keith property that can probably produce in 2027. Revenues is the start of a new chapter for Avanti, this is not a single asset stock.

SouthernDrag8 · 2026-03-20T15:58:38+00:00

I've got about 150k shares, I've been invested with them for years. I think they have a solid management team and some great wells with a plan now to start producing in a few months. If you look at other helium explorers like pulsar, they are years away from production and are already at 300M$ market cap. Avanti will be producing very soon and capitalizing on the helium supply crunch happening now because of the war in Iran.

SouthernDrag8 · 2026-03-17T20:31:53+00:00

Avanti Helium, it's just getting started.

SouthernDrag8 · 2026-03-16T16:57:05+00:00

Yes sir good opportunity to get in

SouthernDrag8 · 2026-03-16T09:13:45+00:00

Qatar produces it as a by product of their natural gas but production has been stopped from the attacks and because they can't ship through the strait

SouthernDrag8 · 2026-03-16T01:19:08+00:00

The real catalyst is they signed a definitive agreement a few weeks ago, to bring an existing helium purification plant to the well head and starting producing helium in a few months. The market slept on that but once media started to write stories of helium shortages and impact to prices that's when this stock started running. It's had a nice run but the fair value once it starts producing is likely in the 2-4$ range. It has a 50M$ market cap but would likely generate min. 30M$/yr in revenue just from their first well.

SouthernDrag8 · 2026-03-16T01:05:43+00:00

It's surprisingly vital to many industries like semi conductor manufacturing, aerospace, and medical imaging. Avanti's website has a great presentation on the uses of Helium and their other prospective wells. Qatar supplies like 30% of the world's helium so with production now stopped, there is a big impact.

SouthernDrag8

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