Key factors from Voyager drilling would be the flow-rate and helium concentrations. First well right near the 8.8% helium hit and then further proposed wells further away.
Breakeven looks like US120/mcf at full capacity of 2mmcf/d = 2000mcf/day of raw gas input at 8% helium.
For reference Galactica/Pegasus helium concentrations varied between 2% and 6% so could they vary at Voyager also? Flow rates ranged there from about 100mcf/d to 400mcf/d of raw gas flow.
So if Voyager wells averaged only 100mcf/day of raw gas flow 20 wells would be needed for the leased plant to hit full capacity input of 2000mcf/day raw gas.
However if Voyager avg flow is more like 1000mcf/day average only two wells would be needed to reach input capacity of 2000mcf/day.
Operating break-even of US120mcf of helium could be substantially higher during the ramp up phase to reach 2000mcf/day of raw gas input. Plus breakeven would increase if 8% helium avg drops to something lower.
So I reckon the market will react much better to the first well flowing at 500mcf/day to 1000mcf/day versus let's say 100mcf/day as pathway to profitability if successful drilling would be seen as being faster
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