Who are Bluestar Helium?

HeliumOne is listed on the Australian Stock Exchange (ASX:BNL) and listed on OTCMarkets (OTCQB:BSNLF) and is currently trading at around $0.004 AUD. 

I hold 300000 shares at 0.004 average. (I am a fairly small trader so if I could buy more, I would)

Blue Star is an exploration company who own multiple areas of land in North America, believed to have the potential to hold one of the world's largest primary sources of Helium. They have multiple short term catalysts and at this price, the stock is an absolute bargain.

Helium Market:

Helium isn’t just used a balloon filler and its use is expected to only increase:

• Helium is known as a super-cooler and is used to cool superconductors - an industry expected to grow massively in the next decade.
• Helium is used in many high tech applications such as MRI Scanners and Cryogenics. (20% of all Helium is used in the manufacture and use of MRI Scanners)
• Helium is used to pressurise and stiffen rocket tanks - another growth industry.
• Helium is used in Heliox mixtures in respiratory medicine for people with Asthma and Bronchitis.
• Used by the department of defence in missile tech.

The Helium market was valued at $10.6 billion in 2014, expecting to grow to $30 billion by 2030.

However, there is one small issue with this ever-growing demand for Helium, SUPPLY IS RUNNING OUT.

The global supply of Helium is running out:

Helium is actually a finite resource meaning when it’s gone, it’s gone. Not only this, we have found no way to manufacture or synthesise Helium. At current rates of supply and demand some scientists believe we may run out in as soon as 10 years. Not only this, current the global supply of Helium only comes as a by-product of hydrocarbon production. With the global shift to renewable energy, inevitably oil and gas fields will eventually shut, again reducing the supply of helium.

Global demand of helium is estimated to be 6 billion cubic feet per annum with the unit price per thousand cubic feet has risen 135% in the past two years. 

On top of this, there seems to not be any perfect replacements for Helium due to its long list of desirable properties:

• Inert.
• Lighter than air/low density (preferred over hydrogen due to being inflammable).
• High diffusion rate - used to test for leaks in machinery.
• Very low boiling point - used to give metals superconductivity.
• High thermal conductivity.

Who's using Helium?:

*I have struggled to find up to date data as Helium deals tend to be fairly 'behind closed doors' with only a few major companies distributing Helium such as Linde/Praxair, AirGas, AirLiquide being a few; this is also why it's hard to find prices for Helium currently.*

In 2017 the US consumed 42% of the worlds demand, with Europe consuming 20%. This will have been made up partly by NASA and the DoD; In 2012, NASA was the largest consumer of Helium at 75mcf which has since been dwarfed by China. However, with the rise of private space exploration from companies such as SpaceX, Helium demand is going to increase further. The US Department of Defence also consumes a significant amount of Helium to cool to cool liquid hydrogen and oxygen for rocket fuel.

China as you may expect, due to their production of super conductors, uses a large amount of Helium, in 2019 they used 700mcf (million cubic feet) of Helium which equates to around 1/10th of the global supply which at the time was 6.2bcf. I expect this number has grown to even more due to the growth of their superconductor production.

On top of this you have the classic use of Helium being party-balloons which accounts for only 10% of demand according to one expert.

Why this could create issues:

As Helium supply dwindles and currently the only new reserve closed to being opened being in Russia you can imagine the issues this could cause.

There may become a situation where no Western countries have any major Helium supplies at all resulting in a dependence on countries like Russia and Qatar. This is all while China will also be depending on them to get their hands on the Helium. As seen before we can not rely on Russia to supply us, as they will and have done before use this as bargaining (Russia/Ukraine Gas Dispute). The same can be said for Qatar who have before cut off their supply until an issue with the other Arab countries was sorted.

Now drop into the mix the uses of Helium. It is vital for rockets and heat-guided-missiles. Wouldn't it be nice if Russia could effectively stop use of these weapons by just shutting off their Helium supply.

Australia is also home to many mineral exploration and mining companies already so currently there is little worry of red tape for Blue Star Helium

Ok, how is Blue Star progressing?:

Their flagship project, Galaticus/Pegasus, is targeting first drilling in Q4, and first production in H1 2025.

Their other project, Voyager, located in Las Animas County, Colorado, has estimated contingent helium resources ranging from around 299 million cubic feet (mmcf) in a conservative scenario to over 1.2 billion cubic feet in an optimistic one.

Taking valuation purely from their estimates of their respective Helium resources,it seems very silly that a company with a Helium deposit estimated to be almost 600 million only to be valued at 12 million. Blue Star should have a market cap 50x larger! This isn’t even including their other major project, Galatica/Pegasus.

Benefits of Blue Star and Helium:

• If they confirm the presence of Helium in their land they should have the confidence to declare they have the largest known primary resource of Helium in the world. With this amount of Helium they could control the prices of Helium by deciding how much they want to produce.
• The grade of Helium they’ve found is greater than anywhere else on the market, 10% helium, 90% nitrogen. Current grades of Helium gathered from hydrocarbons is > 1%.
• They don't have to do anything with the nitrogen left over, it can just be vented to the atmosphere with no adverse effects.
• Even if the concentrations of Hydrogen are not as great as the surface seeps show, even a far lower concentration is economically viable to gather and sell.
• Very experienced management team. All of them are experienced in the field of mineral exploration and have all contributed to the success of companies.
• They are fully funded for the exploration portion of the project.
• ZERO DEBT
• The next source of Helium after Earth's supply is depleted is in space. We're still quite a way off of that.
• Helium is crucial for defence applications.
• Blue Star Helium is one of the few pro-west companies with a meaningful supply of Helium. Contractors wanting payment in shares is a great vote of confidence.
• Everything moving along smoothly/is on time.
• Only publicly listed Australian Helium exploration company.
• Extremely Undervalued compared to its peers.

Summary/TLDR:

Blue Star are in a unique position of being on the edge of owning a high value, in demand asset in huge amounts. Not to forget the geopolitical impact as one of the only large Helium players in the western world if their resource is as large as expected. I hold 300000 shares, looking to acquire more soon. Long term, this stock is surely a ten bagger. This is not financial advice, do your own DD.

(Apologies this is a new account, this opportunity seemed so massive it needed to be posted ASAP)

Looking to know where to get 100% helium. The ones I see online are the 80%

Have a crazy idea to use helium to counteract my weight and use a drone converted suit as well to help me fly.

I just need the name of the pin so I can purchases, or another way to connect

https://oilman.beehiiv.com/p/oilman-jims-letter-25-april-2024

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Worth checking out

https://oilman.beehiiv.com/p/oilman-jims-letter-17-april-2024

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Worth reading

Jim's summaries

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https://oilman.beehiiv.com/p/oilman-jims-letter-14-april-2024

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Worth reading

https://oilman.beehiiv.com/p/oilman-jims-letter-14-april-2024

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New helium company, Helix Exploration, covered too

https://oilman.beehiiv.com/p/oilman-jims-letter-10-april-2024

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Serious potential

https://oilman.beehiiv.com/p/oilman-jims-letter-9-april-2024

Significant potential

From comedian Garrett Jamieson's new album, Periodic Jokes!

Does anyone deal with liquid Helium recovery from research instrumentation? For an NMR, apprently the steps are: collection of boiled off Helium, compression into a cylinder, purification through refrigerated fractioning (everything else cools to a liquid first while helium stays as a gas), and then very cold refrigeration to liquefy the helium.

How important is the purification? I know it affects precision in research results. Can you reasonably get away with it and just accept lower precision? Or do the other games just wreck the instrument or even liquefaction equipment?

Hello, i need help finding and purchasing a tank of helium or nitrogen either is fine

i just want to buy a small helium tank for myself. thats all

Can someone explain these systems to me?

looking to do a bit off welding but dont want to rent and will use and refill at my own pace, most of these distributers appear to be rental on a direct debit monthly basis . as i am not an organisation and on an individual basis this is not ideal

I'm not sure if this post is suitable here or not.We are the manufacturer of helium leak detector .

I wrote some articles about HLD application.Hope you're interested.helium leak detector application

Can our equipment be repurposed? I would like to set up a text only network that would resemble the original bbs of the past. It would be nice to have a network that governments don’t have control over for passing message traffic.

Do we own the equipment? Could you run a bbs locally that could be accessed. I’m talking in text only 75baud.

Hi I’m just asking the helium community a question I need answered,it’s a serious question the 1 man tent is roughly 4-5 foot diameter and roughly 4 foot high inside.and answers greatly appreciated thankyou