focusIR Fundamentals: Helium: Episode 2. Market conditions and industry participants

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focusIR

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focusIR is a leading digital IR communications and social investing consultancy, empowering investor engagement, in association with London South East. These podcasts are intended to help investors of all classes understand companies better and even entertain on the odd occasion!

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focusIR Fundamentals: Helium: Episode 2. Market conditions and industry participants

focusIR

9 minutes 9 seconds

9 months ago

focusIR Fundamentals: Helium: Episode 2. Market conditions and industry participants

Welcome to Episode 2 of our focusIR Fundamentals series on Helium.

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.