FHC a Phase 3 would be great.
Phase 2 isn’t meant to be operational till 2026/27 so I wonder if they can sort out something for a Phase 3 in the interim and build it concurrently to the Phase 2.. Or if it'll be awhile away if it does eventuate..
Plenty of immediate demand today for nat gas / LNG in South Africa given load-shedding for gas to power etc..
And on the helium side Stef has been in Texas with plenty of major helium users nearby such as semiconductor plants and the space industry etc..
Plus of interest the potential SEZ - Special Economic Zone with lower tax rates for Renergen might help incentivise further investment for a Phase 3 potentially
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