Ann: Regulatory & Operational Update, page-49

Nice work. Have put a clickable link below...
Assessing the Past and Future Sustainability of Global Helium Resources, Extraction, Supply and Use
Some excerpts...
"The use of helium is at present concluded to be unsustainable with respect to long-term supply security"
"An unforeseen threat to the helium supply would be a turn away from all fossil fuels by 2050,"
"Helium production is totally dependent on natural gas production and a stop in the natural gas production could result in a stop in the helium production."
"The conclusion from the study is that helium is a limited resource and that present use is not long term sustainable and will lead to physical scarcity"

We know there's more global supply forecast (Russia/Qatar) as a byproduct of natural gas production in a few years but not in North America which produces (and more importantly uses) a large % of the world's Helium. With Helium's inherent transport issues the US needs local supply (its strategic reserves being depleted) and that is BNL.

I understand you're a new SH and a bit in the red but I wouldn't be too concerned. The smart people will be buying on Mon, providing a support base.

BNL in a prime (non hydrocarbon) Helium location. Stay for that 8% find and all these drilling application formalities will be a distant memory.