Investment Q&A

The helium space is quite thin. AVN is only $38M market cap, and has no revenue, losses and negative cash flow. It has minimal cash and will need to raise capital. HEVI is only $16M market cap and we can't suggest it on size alone. RHC is the largest here at $47M market cap but also has no reported revenue, losses and negative cash flow. It also has $25M in obligations so there is added risk here as well. These three need to be considered extremely speculative and we cannot endorse them. Basically, their future will depend on drilling and their ability to raise capital. We really do not have many suggestions here. LIN is active in all sorts of gases and would be a much safer bet, but its helium exposure is diluted by its other (large) businesses.