Post positive publication, price prediction pool (bit of fun), page-3

SP Peak potential scenario assuming getting 100% usage of the plant and getting it to full utilisation:

Note unsure exactly what capacity at the plant would be available to GGE but the liquifer needs to be restarted so maybe 100% of the liquifer capacity is available it appears to GGE and maybe over time 100% gaseous plant utilisation to GGE also.



Assuming 350 production days per year we get:

0.6mmcf/d = 600mcf/d liquid helium = 210,000mcf/yr

0.5mmcf/d = 500mcf/d gaseous helium = 175,000mcf/yr

Gaseous helium can be sold for about US$500/mcf = AUD$715/mcf approx and liquid helium maybe let's say double that on avg US$1000/mcf = AUD$1425/mcf approx.

So about AUD$300m/yr for liquid helium and a further AUD$125m/yr for gaseous helium. Total AUD$425m potential of which with the 80/20 revenue split that's maybe about AUD$340m/yr in revenues to GGE minus anything that needs to be deducted.

So maybe a best case SP peak is whatever the shareprice should be with revenues potentially over AUD$300/yr to GGE under this scenario.






Note the upcoming Q1 drill I think hopes for 50mcf/d to 200mcf/d of helium (5000mcf/d to 20000mcf/d raw gas at 1% helium). Over 350 days per year that equates to 17,500mcf/yr to 70,000mcf/yr.

As the combined gaseous and liquid helium capacity at the plant appears to be about 385,000mcf/yr that is about 6 to 22 wells at 17,500mcf/yr to 70,000mcf/yr per well. However each well could have different potential outputs and extract below from a recent article Dane Lance indicated the potential for more than 20 wells.