Jun. 4 at 4:25 PM
$HLOGF My take:
A year ago, Helium One was largely an exploration story. Today we have producing wells, a functioning processing plant, helium sales, an offtake agreement and ongoing CO₂ commercialization discussions.
The market is still focused on whether the project works. I think that question is largely being answered right now.
For me, the key question is no longer IF the stock goes higher, but whether production meets or exceeds expectations. That's the lever that matters now.
Based on previous guidance, full plant capacity could be around 13 helium trailers per month. If upcoming updates show production moving toward that level, I believe the market will have to start valuing HE1 as a producer rather than an explorer.
The first investor who sees 10-13 trailers/month won't be the last investor buying.
Bullish. The next production updates could be far more important than most people realize.💥🧨🤝
