2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 457.82

+1.3%

Jan 23 4:00 PM EST

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To: TobagoJack who wrote (187118)	4/28/2022 11:54:25 AM
From: sense	Read Replies (1) of 219714

A far as neon... I think it not a difficult technical challenge to duplicate other capacity... Those you list easily could... needing only to make a decision to do so... But, those are also large enough concerns that any such effort made would be an insignificant portion of interest and value... relative to share price. I note that LIN in particular is one of those on my lists currently... as a key aggregator in the western U.S. natural gas fields that are primary helium producers... as I've recently generated a list of helium interests... as the same narrative says helium is an essential with scarcity concerns driving it to all time highs... But, helium did that for a few days... only... is back down to "not all time highs"... I think the neon focus is interesting... I just don't see a viable way to play it as a pure play... In helium, the producers are natural gas producers.... that happen to have gas with higher than average helium content... And, helium's price is high enough that there's a nice kicker that occurs in having LIN collect your gas and write an incrementally larger check for the helium value. But, the helium price has collapsed already, even as and before a growing collection of smaller companies focus on the obtaining higher helium content wells, and increasing production from them... or, at least, helium prices are not yet responding positively to the prior hype about helium becoming expensive... rather than the opposite. The helium companies... will benefit IF the helium price ever soars... but only a little... as the helium content is still a small fraction... and nat gas prices rising over the next few years as U.S, prices normalize with global LNG market prices... probably matter far more to them in evaluating their future potential...

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