BNL blue star helium limited

Misleading comparison mate in my opinion in terms of Renergen as...

  1. 4,687 Posts.
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    Misleading comparison mate in my opinion in terms of Renergen as RLT's market cap is based on today much more than just uncommercial undiscovered prospective resources of helium only. It has proven commercial reserves of helium and methane plus a US$65m pilot plant about to go into production. Yes it's phase 2 funding needed is about US$900m for a plant about x15 the size which is offset by a short payback by large projected revenues. Also the latest news is Renergen is targeting 20% of global helium demand so imagine those revenues plus associated LNG revenues given global demand right now for both.

    Also how practical is it for BNL if successful to truck around helium gas to a liquifier somewhere offsite? As one liter of liquid helium expands to 750 liters of helium gas does that mean 750 trucks to transport gaseous helium what could of been transported in one truck if liquid helium. So eventually BNL if successful may seek either a pipeline to a liquifier or their own liquifier rather than maybe needing 750x the number of trucks? Or would sell gaseous helium which goes at a lower rate to liquid helium needed in the premium markets of semi conductors and space etc.. ?

    https://hotcopper.com.au/data/attachments/4255/4255998-1d13eb534ad3735c8dad4297806d3bf4.jpghttps://hotcopper.com.au/data/attachments/4256/4256039-8b35da17e5c87a585885dfab57d61aef.jpghttps://hotcopper.com.au/data/attachments/4256/4256078-97756e2d194010ff8d9a98f9e82798de.jpg

 
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Mkt cap ! $13.47M
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0.6¢ 0.6¢ 0.5¢ $181.7K 35.83M

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Last trade - 10.50am 31/07/2025 (20 minute delay) ?
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