This is a 'new sector' drilling company in the Natural Hydrogen field with a time horizon more of a miner than an E&P imo. Even if successful, I am confident the most profitable return will not be over weeks and months.
Having said that, there are 3 aspects that I see which could have an effect on the share price in the short term. Two are obvious and known to all. Those being 1) A commercially accredited flow test for Helium and/or Hydrogen, 2) A single transaction take-out of the primary seller. (I say primary because I believe there is more than one regular seller but an exit of the primary seller should still have a big impact imo). Item 3) is less well known.
Until 16th Dec 2023 Helium had the benefit of being on the Australian government's 'Critical Minerals' list, with all the benefits of government assistance that that membership provides to explorers. Surprisingly, on 16th Dec 2023 it was removed from the list. My point being that this US-Iran conflict interupted 30% of the world Helium market supply in a matter of days and doubled the price (Qatar is responsible for that proportion of concentration in global terms). It shows the fragility of world lines of distribution where war is concerned and I would like to think this event has refocussed minds in the Australian government. Many here will know, Helium is a big deal. It is linked to the tech industry in a big way. It is inextricably linked to Ai and Quantum computing and that means it is linked to future jobs and the future economy. If we were to see Helium regain its place on the Critical minerals list, then I would expect this to positively change the investment environment in Australia, with a healthy affect on the share price of GHY. We can only hope.
This is a 'new sector' drilling company in the Natural Hydrogen...
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