Helium prices have rocketed, the game has changed IMO. Most of...

Helium prices have rocketed, the game has changed IMO. Most of the worlds supply has typically come from LNG plant tail gas at sub 0.5% helium concentration and these plants cannot keep up to current demand, prices rose 135% in the last year due to severe shortages. If the current drilling makes a discovery I can't see CTP retaining ownership for too long.

https://www.newsweek.com/helium-supplies-global-shortage-us-helium-production-party-city-1422021

Remember this from 2017?

"Helium is worth about 10 times the gas price, because it is not often successfully trapped, however in the Southern Amadeus Basin there is a pervasive salt layer that, based on the scant few wells drilled to date, has acted to trap the gas."

Based on the recent climb in Helium value it would appear that Helium may now be worth 20 times as much at Natural Gas, the data suggests the potential for 2.4Tcf gas and 493Bcf He so the helium value will far outweigh the Natural Gas value. The only thing that may work against a stand alone Helium play is first the obvious one of proving that it's actually there and then scale. If they hit that 493BCF target then they will be able to supply the worlds Helium needs for something like 100 years.