A couple of extra points I took a couple of screenshots but they might be making the full presentation available through MST I think.
The MGE transaction for 5.5% of Tetra4 to be used in terms of valuation going forward when raising more funds for Phase 2. AUD$44.2m for 5.5% meaning the remaining 94.5% still held by Renergen is extremely undervalued going by the current marketcap..
New Era Helium valuation on the Nasdaq shows Renergen being well undervalued today so could help influence the valuation for Renergens nasdaq listing
Sasol a key development as mentioned in the slide
And a final point of note on one of the last slides where it was highlighted Renergen for Phase 2 is looking to bypass the wholesale sellers and go directly to end users like Google, Nvidia, SpaceX in the spot markets etc.. Where Renergen having a planned storage facility in Texas for liquid helium comes into play..
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Price($) | Vol. | No. |
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