Total Helium Ltd (TOH) 銘柄情報

Over the past year, helium price has risen from a low of $1.58 to a high of $10.00.

https://blockworks.co/price/hnt
A list of companies in the helium business.
Company Last Trade Change Volume Shares Out Market Cap
TSX.V PLSR PULSAR HELIUM C$ 0.49 0.05 11.49 134,827 74.14M C$ 35.960M
OTCMKTS RHCCF ROYAL HELIUM US$ 0.13 -0.0009 -0.70 3,500 269.79M US$ 34.240M
OTCMKTS ARGYF AVANTI HELIUM US$ 0.36 0.01 3.96 14,517 83.86M US$ 30.190M
TSX.V HEVI HELIUM EVOLUTION C$ 0.22 0.005 2.33 33,000 96.03M C$ 21.130M
OTCMKTS DMEHF DESERT MOUNTAIN ENERGY US$ 0.19 -0.0011 -0.58 8,110 90.26M US$ 16.960M
OTCMKTS TTLHF TOTAL HELIUM US$ 0.06 0.0042 7.51 500 102.39M US$ 6.150M
OTCMKTS HECOF GLOBAL HELIUM US$ 0.10 0.005 5.56 15,554 47.74M US$ 4.540M
OTCMKTS FHELF FIRST HELIUM US$ 0.03 0.0004 1.34 26,000 87.06M US$ 2.640M

Great article on the potential consequences of the helium shortage
https://streetsignals.com/first-helium-inc/heli-1/global-helium-shortage/lp-g1

It positions HELI as ready to address the shortage, however I think it could be argued that TOH is even better positioned to do so considering it is already producing helium and set to ramp up production. Also TOH is only trading $0.05 higher than HELI👀

Looks like TOH is gearing up to enhance helium production👀
https://www.newswire.ca/news-releases/total-helium-announces-management-change-and-special-concession-815500805.html

Interesting article on the helium industry in 2023: https://www.gasworld.com/story/helium-in-2023/

Lots of updates from TOH today. They've appointed an interim CEO, are set to drill 5 more wells on their project, and are acidizing 2 of their wells to enhance production.
https://www.totalhelium.com/cool_timeline/total-helium-announces-management-change-and-special-concession/

TOH has appointed Robert Johnston, a current Director, as interim CEO of the company, effective immediately. With extensive geological experience, Johnston established Atalaya Resources, a private oil and gas exploration company in West Oklahoma and the Texas Panhandle, and was Vice President of Apache Corporation where he was responsible for a range of Basins worldwide.
https://www.totalhelium.com/cool_timeline/total-helium-announces-management-change-and-special-concession/

On the heels of various industry associations and organizations advocating for a halt to the impending sale of the Federal Helium Reserve (FHR) in the United States, Canadian helium developers have created the Helium Developers Association of Canada (HeDAC), a national association to address the growing demand for helium: https://resourceworld.com/canadian-helium-developers-establish-national-association-to-address-growing-demand-for-critical-helium-supply/

Interesting insights from TOH's CEO on the role of helium in the oil and gas industry

https://twitter.com/TotalHelium/status/1717195890014691672

unreal

Yesterday's update shows that production has increased at TOH's helium field and the grades are high. Breakdown here:
https://www.reddit.com/r/PennyQueen/comments/17eyqgy/total_helium_tohv_announces_impressive_milestones/

New Deep Dive article on TOH's recent update:
https://thedeepdive.ca/total-helium-sees-9-wells-connected-to-pipeline-with-further-10-awaiting-connection/

TOH.v has given an update on its flagship helium project. Looks like production has increased and the grades are high👀
https://www.totalhelium.com/cool_timeline/total-helium-announces-operational-update-at-pinta-south/

Latest update from Total Helium (TOH.v TTLHF) has 19 wells drilled with 9 connected and producing: https://www.totalhelium.com/cool_timeline/total-helium-announces-operational-update-at-pinta-south/

Emphasizing the severe impact that the lack of supply will have on the US helium supply chain, several industry associations and organizations have called for the suspension of the impending sale of the Federal Helium Reserve System (FHR)

The sale poses significant risks of disruption to the US helium supply chain, putting the health care, semiconductor, defence and aerospace industries all at risk as the FHR is a cornerstone to helium supply, providing between 21-30% of the nation's supply.
(Source: https://www.gasworld.com/story/cga-and-other-industry-associations-call-on-the-white-house-to-halt-sale-of-the-federal-helium-reserve-system/2129180.article/)

Great video here on TOH.v and how the CHIPS Act is supporting the American Helium Sector

This report estimates that the market size of the Helium Market will reach US $2920.2 million by 2028, with a 5.7% CAGR. Personally, I think this bodes really well for helium jrs, especially TOH.v
https://www.linkedin.com/pulse/helium-liquid-gaseous-market-size-trends-outlook

TOH's CEO highlighting the high helium concentrations that are being produced from TOH's Pinta South Helium Field - Grades of 5-8% while other producers struggle to get 1%

https://twitter.com/TotalHelium/status/1712817176216756309

Still on track to have 30 wells operational by year-end, TOH's is looking solid for the rest of the year - eager for another update as the last one had 19 wells drilled at Pinta South with two are operating at full capacity and producing a combined rate of 250mcf per day at concentrations of 8%, 7 operating at limited capacity, 4 expected to be operational by Q3 2023 and 5 awaiting completion and pipeline connection.

Good interview where TOH's CEO gives valuable insights into TOH's mission, current position in the helium market (possibly the only helium producer generating revenue in North America) and future plans.

TOH CEO discussing their current production capacity, low-cost and low-risk strategies and expansion plans:

https://twitter.com/StckMasterFlash/status/1709666950295753072

https://twitter.com/TotalHelium/status/1709192540170133894

Despite being the second most common element in the universe, helium is surprisingly rare on Earth. Currently, the market is grappling with a helium shortage which has profound impacts on a range of industries from healthcare to space exploration to semiconductor manufacturing. (Source: https://www.greenmatters.com/big-impact/helium-shortage)

Solid close w/ double the avg volume for TOH on the TSXV today
https://twitter.com/StckMasterFlash/status/1707850244245827849

"A daunting list of key industries the world over is now wondering where their future supplies of helium will come from"
https://www.baystreet.ca/articles/commodities/89954/Helium-Wars-Why-Are-Tech-Giants-Fighting-Over-This-Rare-Gas

Great post on Total Helium and the rapidly expanding specialty gases market. On a day like today, I’m keeping my sights set on long-term trends driven by growing demand.
https://www.reddit.com/r/Miningstocks/comments/16tyzsc/global_specialty_gases_market_expected_to_hit_162

"Fast development opportunity at a low cost"
https://twitter.com/TotalHelium/status/1707018304949207243

Great insight into the semiconductor industry from TOH:
https://twitter.com/TotalHelium/status/1706293466936779138

Insightful analysis of TOH & its position in the helium market -
https://www.reddit.com/r/stockstobuytoday/comments/16phf0h/still_considered_a_buy_even_at_low_end_of/

I'm thinking TOH has significant potential - did you see the latest revenue breakdown? Puts them at a buy even at their low end of projected rev

Good analysis of how helium-producing companies that are expanding production like TOH.v are set to meet growing demand. Lmk what you guys think https://www.reddit.com/r/Canadapennystocks/comments/16ouw9v/anticipated_substantial_growth_in_the_helium/

Here's another post discussing TOH's Revenue potential: https://www.reddit.com/r/WallStreetbetsELITE/comments/16n26nq/rapidly_scaling_helium_producer_still_considered/

Insightful breakdown of TOH's revenue potential: https://twitter.com/StckMasterFlash/status/1704238243384901824

Looks like the helium shortage was worse than I thought…
https://www.baystreet.ca/articles/commodities/89954/Helium-Wars-Why-Are-Tech-Giants-Fighting-Over-This-Rare-Gas

Found this post on how the helium sector is expected to grow which highlights TOH.v. Worth the read: https://www.reddit.com/r/Canadapennystocks/comments/16ivpkp/rising_demand_for_helium_gaspowered_devices/

ICYMI, I'd recommend checking out this piece on TOH's strong economics: https://twitter.com/airic101/status/1666829681692389378

With 19 wells drilled and 9 currently producing helium, I'm liking Total Helium's (TOH.v TTLHF) potential amid the helium supply shortage: https://www.reddit.com/r/helium/comments/15nmq85/total_heliums_tohv_ttlhf_pinta_south_project/

I think this is a great post on the American Helium sector and TOH.v's role in it. Let me know what y'all think! https://www.reddit.com/r/10xPennyStocks/comments/16gbesw/tohvs_rapid_expansion_of_its_pinta_south_helium/?utm_source=share&utm_medium=web2x&context=3

https://www.fmiblog.com/2023/09/06/rising-role-of-helium-gas-transforming-metal-fabrication-and-semiconductor-manufacturing/

"Helium Wars: Why Are Tech Giants Fighting Over This Rare Gas?" from Baystreet breaks down the significance of the helium supply shortage which has persisted since 2016: https://www.baystreet.ca/commodities/6600/Helium-Wars-Why-Are-Tech-Giants-Fighting-Over-This-Rare-Gas
With far-reaching implications across various industries occurring as a result of this shortage, a robust market for new entrants seeking to establish reliable sources of supply has emerged and TOH, a rapidly scaling helium producer, has emerged as a stand-out contender focused on ensuring a stable supply of domestically produced helium for the high-tech industries in North America.

I've got my eyes on TOH.v as they're working to quickly ramp up their helium production by hooking up new wells to their pipeline. Not to mention they just upgraded to the OTCQX Best in the US which is expected to help with liquidity/visibility. Good explanation in this reddit post for those interested
https://www.reddit.com/r/StonkFeed/comments/16c0imf/the_vital_nonrenewable_gas_shaping_key_industries/

19 wells drilled and 9 currently producing helium, I'm liking TOH's potential going forward - lots to come here imo

TOH is making moves (market upgrade, production expansion, partnerships ect.) Breakdown here⬇️
https://www.reddit.com/r/10xPennyStocks/comments/16b3ndc/the_vital_role_of_helium_in_diverse_industries/

As TOH CEO noted, graduating to the OTCQX is significant as it's the premiere tier of the OTC Market, helping a broader audience of investors access and trade TOH's shares.

To qualify, firms must meet high financial standards, follow best practice corporate governance and demonstrate compliance with applicable securities laws too.

Liquidity for Total Helium could be increasing with the helium jr upgrading to the OTCQX Best today. Good breakdown here: https://www.reddit.com/r/WSSjuniormining/comments/166pja2/total_heliums_otcqx_graduation_a_step_towards/

TOH.v is making progress at the Pinta South Helium Project (9 wells are already producing and 10 wells are awaiting pipeline connection), great DD here: https://www.reddit.com/r/Miningstocks/comments/165snf3/pipeline_progress_total_heliums_tohv_milestones/

The current helium supply shortage holds profound implications across various industries, drawing unprecedented attention to the sector as a robust market with unique prospects for new players including TOH to establish new sources of supply.

Amid the significant supply shortfall, the global helium market is predicted to grow to $3.42B by 2030, meaning Total Helium is positioned in a robust market where new sources of helium are in high demand.
https://www.benzinga.com/pressreleases/23/08/n33876507/global-helium-gas-market-to-witness-significant-growth-valued-at-2-45-billion-in-2022-projected-to