Ann: Mbelele results clarification, page-53

First 53 Last

Share
Profile

Follow
SpiderMonkeyZ

4,061 Posts.

954

07/12/23

19:26

Post #: 71334679
Share

Originally posted by All4Info: ↑

Good qns, I think having a look at BNL path to development gives an idea of the path that Mgmt is looking at for the early monetisation - this is a lighter capex model as the midstream processing is funded by a third party, in return a fee will be paid, either a fee per unit of feed gas processed, or a fixed monthly fee... This would shift that $40m capex you refer to into Opex, and reduce upfront dilution.I am sure the company will investigate all options (capex vs a lease/contract model for mid stream processing). I have no financial interest in BNL.

BUT, NHE will still need to fund the production wells at a minimum (even under a third party processing model)... There are different ways to fund this but I wont get into that, the simplest is a CR sure.

But, a lot of this detail is all speculative until flow rates and concentrations are known. That all feeds into all the possible monetisation strategies.. As much as I'd love to back of envelope the upside (as NHE did in the presentation and then had to redact it !!!).... There is insufficient info to do that today...

Expand

BNL strategy is leasing a gaseous helium plant.

They are in the US so close to liquid helium plants if any nearby have spare capacity also to liquify their gaseous helium for them.

Helium is best shipped over long distances and stored in bulk in liquid helium form. Large expansion ratio from liquid form to gaseous.

They could do gaseous helium only initially maybe NHE if enough of a market for gaseous helium locally.

NHE Price at posting: 17.0¢ Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

RMX

Red Mountain Mining: record gold prices, two projects, two greenstone belts

CBL

Control Bionics expands into UK and Irish markets with NeuroNode device

YAL

Yancoal makes it into the ASX200 in latest S&P rebalance

CNB

Carnaby Resources hits copper at Mohawk, QLD

GDC

Global Data Centres not clear on future operations after AirTrunk sale payout

There are more pages in this discussion • 7 more messages in this thread...

First 53 Last

Add NHE (ASX) to my watchlist

(20min delay)
Last 5.5¢		Change 0.000(0.00%)		Mkt cap ! $26.11M

Open	High	Low	Value	Volume
5.4¢	5.5¢	5.2¢	$3.658K	69.70K

Buyers (Bids)

No.	Vol.	Price($)
1	59239	5.5¢

Sellers (Offers)

Price($)	Vol.	No.
5.7¢	39758	1

View Market Depth

No.	Vol.	Price($)
1	59239	0.055
1	16667	0.054
2	33386	0.053
1	100000	0.052
1	55000	0.051

Price($)	Vol.	No.
0.057	39758	1
0.058	862050	1
0.060	340909	2
0.062	199984	2
0.065	15384	1

Last trade - 11.07am 09/09/2024 (20 minute delay)

NHE (ASX) Chart

Ann: Mbelele results clarification, page-53

Red Mountain Mining: record gold prices, two projects, two greenstone belts

Control Bionics expands into UK and Irish markets with NeuroNode device

Yancoal makes it into the ASX200 in latest S&P rebalance

Carnaby Resources hits copper at Mohawk, QLD

Global Data Centres not clear on future operations after AirTrunk sale payout

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Mbelele results clarification, page-53

Top Stories

Red Mountain Mining: record gold prices, two projects, two greenstone belts

Control Bionics expands into UK and Irish markets with NeuroNode device

Yancoal makes it into the ASX200 in latest S&P rebalance

Carnaby Resources hits copper at Mohawk, QLD

Global Data Centres not clear on future operations after AirTrunk sale payout

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News