Investing in Blue Star Helium: A Fund Manager's Perspective
- AKAP
- Feb 7, 2023
- 1 min read
A fund manager at an Australian specialist resource investment fund outlines its rationale for investing in Blue Star Helium. John Forwood from Lowell Resources Fund discusses the helium market and why it's a commodity to watch out for. He highlighted the low capex due to the cheap wells, ability to self-fund to first production, potential to monetise CO2 and sees the potential for US$25mm of EBITDA based on a US$650/mcf helium price.