In this episode we take a deeper dive into the Helium sector, markets and industry, from the large 'blue chips' and state-owned conglomerates down to some of the emerging junior extraction companies, with your host Sarah Lowther and Peter Hitchens, Research Analyst at Oak Securities*.
In Episode 2, investors will learn:
- Why the helium Balloon has deflated
- What the potential impact of Donald Trump's presidency could be, particularly in relation to Greenland's exploration opportunities
- How investors are now beginning to be more stock selective and why the juniors will be the marginal suppliers to state-owned oil & gas conglomerates
- How juniors such as Georgina Energy, Helium One, Helix Exp., Mendell helium and Pulsar Helium can compete
