Stefano's Tweets, page-1313

For reference the article at the link has 1.7T rand = AUD144b approximately. I guess it includes prospective resource potential and not limited to reserves and contingent resources.

If you took US$500/mcf you'd need 200bcf of helium reserves I think. Thus far 2P reserves of helium are 13.6bcf of helium over about 14% of the Virginia Gas Project's land area so still great potential for large reserve expansions but getting to 200bcf might be a stretch. However there is the potential from Phase Two to get some sales in the lucrative spot market which has seen prices of US$2000/mcf + per Edelgas I believe and maybe via the 35% of Phase 2 helium sales not already locked into agreements with Linde Messer etc..

"Initially, they only had extraction of liquified natural gas (LNG) in mind, but their survey showed massive helium potential estimated to be worth more than $100 billion (R1.71 trillion)."

https://mybroadband.co.za/news/energy/453026-the-r8-investment-that-could-be-worth-r1-7-trillion-south-africas-first-helium-production-plant-starting-up-this-month.html/amp