Mar. 6 at 1:37 PM
$HLOGF $HYSR My two biggest small-cap positions right now: both still somewhat under the radar but with really interesting stories.
SunHydrogen is working on producing hydrogen directly from sunlight and water using its nanoparticle technology. No traditional electrolyzers. If they manage to scale the panel manufacturing, it could significantly change the cost dynamics of green hydrogen. With pilot panels and manufacturing progress underway, it feels like something bigger might be quietly building here.
Helium One is another one I’m excited about. The company is transitioning from explorer to producer and is starting to generate its first revenues from the U.S. project. At the same time, helium is becoming a serious global shortage commodity used in semiconductors, MRI machines, space tech, and even AI chip manufacturing. Companies fully focused on helium production are rare, and if the Tanzanian resources move toward development, this could get very interesting.🧨💥