hvacfarmer
1週前
Here is AI making predictions.
At their Topaz Project near Babbitt, Minnesota, Pulsar Helium estimates a recoverable resource of 22.9 million standard cubic feet (MMcf) of helium, with well flow rates naturally reaching up to 501,000 cubic feet per day. Their planned commercial plant aims to produce 40,000 liters of liquid helium per day.Pulsar's helium streams are exceptionally rich, recording concentrations between 7% and 14.5%. This is extraordinarily high compared to typical commercial threshold levels, which generally sit around just 0.3%.The total projected production capacity and resource potential for their projects are summarized below:Topaz Project (Minnesota, USA):Resource Estimate: 22.9 million cubic feet (MMcf) of recoverable helium.Concentration: Sustained at 7.7% to 8.1% helium.Target Production: Pulsar's planned plant is targeting the production of 40,000 liters of liquid helium per day.Helium-3 (³He): This project also contains rare helium-3 at concentrations up to 14.5 parts-per-billion (ppb).Tunu Project (Greenland):Resource Estimate: Analytical models suggest high-case helium recovery could reach 350,000 cubic feet per day.Concentration: Hot spring sampling has yielded up to 0.8% helium.For more details on Pulsar's resources and their path to building commercial production facilities, you can check their updates directly via the Pulsar Helium Topaz Project.Would you like to know more about the timeline for the Topaz plant construction, or are you interested in how Pulsar's Helium-3 output compares to current market supply?Pulsar Helium Announces Promising Pre-Feasibility Results for ...Sep 29, 2025 —
Oleblue
1週前
Pulsar Publishes Part 2 of Helium-3 Infographic Series as Demand Expectations Continue to Rise
Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF) releases the final two graphics in its helium-3 infographic series, Pulsar completes its educational initiative designed to simplify the science, applications and growing strategic importance of one of the rarest and most valuable materials on Earth.
The final two infographics in the series explore Pulsar's terrestrial helium discovery potential and highlight 10 key indicators that support the project's potential significance as a Helium-4 and Helium-3 discovery.
This illustrative campaign comes amid growing international discussion surrounding helium-3’s role in enabling frontier technologies, particularly quantum computing and fusion energy research.
Helium-3 remains extraordinarily scarce. Historically, the isotope has only been available in very limited quantities, primarily as a by-product of tritium decay associated with nuclear stockpiles. This scarcity has contributed to reported values of up to US$18.7 million per kilogram, while growing demand expectations have intensified discussion around future supply security.
As nations increasingly focus on technological leadership, supply chain resilience and next-generation innovation, helium-3 is emerging as a resource of growing strategic importance. Through this infographic series, Pulsar aims to help simplify the science behind helium-3 while highlighting its critical role in some of the world's most advanced and transformative technologies.
PennyWorld
1週前
I'd like to see more progress with this company. Dilution is killing us.
Chat GPT.....
Dilution risk
The bigger issue appears to be share issuance, not an r/s. Pulsar reported private placements, warrant exercises, and option exercises, including 9.19M shares issued in a 2026 placing, 18.13M shares from warrants, and 4.65M shares from options during the six months ended March 31, 2026.
Oleblue
1週前
June 15, 2026
Pulsar Announces Expanded Land Position At Topaz, And Provides A Project Technical Update.
Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF) (“Pulsar” or the “Company”), a primary helium company, is pleased to announce a technical update on the Company’s Topaz Helium Project in Minnesota.
Highlights
Site activities concluded: all seven Jetstream exploration wells at the Topaz Project successfully drilled.
Expanded land position: Pulsar's operating subsidiary, Keewaydin Resources Inc., now holds approximately 690 net mineral acres in fee simple (owned outright, royalty-free), plus approximately 4,941 net mineral acres under gas leaseholds, all within the immediate Topaz Project area of interest.
Favorable royalty structure: the majority of the leasehold (approximately 2,849 net mineral acres) carries a royalty of just 3% of gross sales, well below the industry norm, with Keewaydin's owned mineral interests further reducing the effective royalty burden on 28 shared tracts.
Production-ready drilling: planning underway to initiate drilling of two to four production-ready wells that will twin the most successful Jetstream exploration wells at the Topaz Project and complement Jetstream #1 and #2 that are already production-ready.
Strengthened technical confidence: calculated down-hole pressures higher than anticipated, combined with wireline logging data and reservoir modeling, have noticeably increased confidence in the scale and quality of the Topaz Project.
Reservoir correlation: well data from the Jetstream program has enabled correlation of the Topaz reservoir system across the acreage, underpinning development planning.
Thomas Abraham-James, CEO of Pulsar, commented:
“The Topaz Project has never been better positioned. We have drilled seven successful exploration wells, built a thorough understanding of our reservoir system across the acreage, and secured an expanded, strategically important land position in the immediate project area, much of it at remarkably competitive royalty rates. The passage of new Minnesota helium legislation has added a further layer of confidence, giving us a clear and supportive regulatory framework for the path ahead. We head into our production-ready well drilling campaign with real momentum, strong technical foundations, and a project that we believe has the potential to be a transformative U.S. primary helium project. The hard work of the exploration phase is complete, now it is time to build”
Discover more
We invite you to view our latest Corporate Presentation (Published May 2026)
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Oleblue
2週前
Highest Helium Grade Recorded in North America: Pulsar Helium's Minnesota Project as the Domestic US Solution | Made In America
June 10, 2026
Matt Myre
Pulsar Helium is developing the Topaz project in northern Minnesota, a primary helium resource averaging 8.1% helium concentration across seven drilled wells making standalone commercial extraction viable without dependence on natural gas volumes or pricing.
Geopolitical disruption has removed approximately 45% of global helium supply from the market, with the closure of the Strait of Hormuz cutting Qatar's export route and Russia introducing export controls, creating a supply deficit with no short-term self-correcting mechanism.
Minnesota finalised its helium-specific operational regulations in June 2026 wherein legislation is built largely on the work Pulsar has conducted at Topaz thus removing a material non-geological risk from the project's development timeline and establishing a clear regulatory pathway to production that did not previously exist.
The company has engaged Chart Industries to analyse the project's gas composition and begin designing a bespoke helium processing facility, while also confirming the presence of Helium-3 at Topaz, a rare isotope on Earth with applications in quantum computing and fusion research.
With production-ready well drilling scheduled to commence in September 2026, an independent resource update underway, and an economic assessment being prepared, Pulsar Helium is targeting 2027 with concrete production guidance
Pulsar Helium (TSXV:PLSR) is developing the Topaz helium project in northern Minnesota at a moment when geopolitical disruptions has removed approximately 45% of global helium supply from the market. With high-grade primary helium, confirmed helium-3, a supportive regulatory environment, and a US engineering partner already engaged, the company is advancing toward a production decision in a commodity that underpins semiconductor manufacturing, medical imaging, and quantum computing.
The Strategic Case for Domestic Helium
The United States is the world's single largest consumer of helium. It is a commodity whose importance is largely invisible to the general public but is an irreplaceable input in semiconductor fabrication, MRI scanning, space launch systems, and an emerging generation of quantum computing infrastructure. Demand for helium is projected to double by 2035, driven primarily by growth in chip manufacturing and high-performance computing.
The supply picture has deteriorated sharply. More than 95% of the world's helium is produced as a byproduct of natural gas processing, which means output cannot be increased on demand. Qatar has historically supplied approximately 35% of global helium, Russia contributes a further 10%. Together with US domestic sources, these three jurisdictions have underpinned global supply for decades.
The architecture is now under severe stress with the conflict in the Middle East has closed the Strait of Hormuz to container shipping, cutting Qatar's export route. The CEO of QatarEnergy has indicated that the production facility could take three to five years to return to full operation. Meanwhile, Russia has introduced export controls. The combined effect is that roughly 45% of global helium supply is currently offline, with no near-term mechanism for replacement given the byproduct nature of conventional production.
Against this backdrop, Pulsar Helium is developing what it believes to be a large-scale primary helium resource in the United States, one whose output would flow directly to US end users without the transit vulnerabilities, long-term take-or-pay contract structures, and single-point-of-failure risks that have historically defined the global helium trade.
Topaz Project: A Primary Resource in a Byproduct World
In a primary resource, helium is the principal economic driver of extraction. In a secondary or byproduct resource which is the majority of global production, helium is separated from natural gas streams whose economics are dictated entirely by gas prices and gas demand. This structural difference means that a primary producer can respond to helium market conditions directly, offering end users a degree of flexibility that the current supply chain cannot.
Topaz is located in northern Minnesota and was identified following an accidental discovery during nickel and copper exploration drilling when a drill hole encountered gas that tested at one of the highest helium concentrations in recorded history between 10-12%. Pulsar Helium was founded on the basis of that discovery and listed via IPO in the third quarter of 2023.
SOURCE: PULSAR HELIUM COMPANY PRESENTATION MAY 2026
The company has since drilled seven wells across the project area, all of which have encountered gas, with current results averaging 8.1% helium concentration. To place that figure in context: Qatar's helium concentration runs at approximately 0.04% at which the operation is economic because it processes an enormous volume of natural gas with helium as a recoverable fraction. At 8.1%, Topaz operates in an entirely different grade regime, one that makes primary extraction commercially viable without needing natural gas volumes to justify it.
Helium-3: An Unexpected Addition
A more recent development has added a further dimension to the Topaz project. Laboratory testing including analysis by two US federal government laboratories has confirmed the presence of Helium-3 (3He), an isotope of helium with applications that extend well beyond those of the more common Helium-4.
Helium-3's primary applications are in quantum computing, where its ability to reach temperatures lower than conventional Helium-4 allows for greater processing stability, and in advanced fusion energy research where it functions as a potential fuel. The current price point for Helium-3 is approximately $18.7 million per kilogram, a figure that reflects not a true market price but rather the cost of inter-agency government transfers since no commercial market for helium-3 currently exists.
CEO Thomas Abraham-James was measured in how he framed this development, noting that Helium-4 production remains the company's operational priority:
"The priority for us is to get the Helium-4 up and running and to get that into operation. The helium-3, I would look at that as very much the cherry on top of the cake and certainly something that we want to realise, but at the moment it is not the absolute priority of the company."
The commercial pathway for helium-3 requires additional technical work. Six separation processes are known at laboratory scale, none of which have been demonstrated commercially. The US Department of Energy has already begun funding companies to develop lunar Hhelium-3 extraction technology, a data point that frames the domestic alternative Topaz may represent.
CONTINUED:
https://www.cruxinvestor.com/posts/highest-helium-grade-recorded-in-north-america-pulsar-heliums-minnesota-project-as-the-domestic-us-solution?utm_source=Klaviyo&utm_medium=campaign&utm_campaign=June%20Campaign%20-%20Subs%20only&utm_id=01KTY7RJAPM6QHAVJE7Y2ZJF30&utm_term=Pulsar%20Helium&_kx=g2X_RkPP3XpfmkpSlARkQJs_Y-1aGcIQ6cx3fnw5xVc.Ymd8SY#the-strategic-case-for-domestic-helium
Oleblue
4週前
Pulsar Acquires Strategic Surface Land At Topaz Helium Project, Minnesota.
Pulsar Helium Inc. (AIM: PLSR, TSXV: PLSR, OTCQB: PSRHF) (“Pulsar” or the “Company”), a primary helium company, is pleased to announce that it has acquired approximately 1,360 acres of surface land in Lake County, Minnesota, located within its flagship Topaz Project (the “Acquisition”).
Strategic Rationale for the Acquisition
Securing direct surface ownership across a key area of the Topaz Project, including the JS#7 well site, further strengthens long-term operational control as Pulsar advances toward production readiness.
Control of the surface land provides greater certainty for future infrastructure siting, development planning and operational flexibility ahead of the next phase of development.
Concentration of acreage footprint provides optimal scalability of the initial and overall resource development.
Thomas Abraham-James, CEO of Pulsar, commented:
“This Acquisition, driven by our intention to develop Topaz into a significant primary helium producer, builds on growing momentum at the project as we move decisively toward production readiness. It also follows recent legislative progress updating Minnesota’s permitting framework for helium extraction. With a clearer pathway now emerging toward future production, securing ownership of the surface land overlying our leased mineral rights, including the site of our Jetstream #7 well, provides Pulsar with increased operational control and long-term development certainty as we continue advancing Topaz toward production.”
Discover more
We invite you to view our latest Corporate Presentation (Published May 2026)
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