Grand Gulf Energy Ltd (ASX:GGE) - Trading With Barclay Pearce Capital

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Today we are featuring Grand Gulf Energy Limited (ASX:GGE).

Helium-shortages-leave-some-western-Canadian-universities-scrambling--articleHelium shortages leave some western Canadian universities scrambling

"Researchers at some Canadian universities are struggling with a helium shortage, which could potentially put scientific research in jeopardy — and put equipment at risk of damage."


Recently, GGE released an announcement to the market with a strong Maiden Prospective Helium Resource.


maiden prospective helium resource

The Company has reported an unrisked Prospective Resource at the Red Helium Project of 10.9 BCF helium gross. This incorporates its JV company, Valence Resources LLC.

The Prospective Resource is expected to grow as leasing continues. The total (most likely - P50) helium Prospective Resource in the Red Project is 20.8 BCF with a maximum (P10) of 57.6 BCF.

GGE announced a presentation back in September with a comparison model of other globally listed Helium companies.

GGE table


With this new development, and an increase in the total land holding for a total of 27,303 acres, it is believed that GGE is currently undervalued to its peers, with a valuation at today's date of $34M. The Company will now be turning its attention to possible offtake agreements ahead of first drilling in Q1 2022.


Helium Outlook


Helium is already 100 times more expensive than natural gas, even with skyrocketing oil and gas prices in this Covid cycle, with demand coming in full force to secure prominent land. 

This has been helped by the fact that the bulk of helium comes from natural gas fields and is largely stipulated in specific areas. 

This is where the biggest potential beneficiary of a helium shortage could be found. Furthermore, its uses are applied to a variety of sectors; from supercomputing and space travel to MRIs and medical research.

Helium plays, in general, are highly prospective, as there is no longer a federal reserve of helium and the world is facing an extremely tight supply with fast-growing medical and technological fields.

With the world's first helium spot market currently being developed, we see GGE as an early leader in this emerging industry.


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