By James Hyerczyk
If you enjoy watching the latest shows on Netflix, surfing the internet on Google, or buying products on Amazon…
You can thank an under-appreciated and environmentally friendly gas known as helium.
In fact, without this “supergas,” there would likely be no Netflix. There wouldn’t even be an internet.
While most folks associate this rare gas with party balloons, helium is absolutely vital to our modern-day technology.
That’s why big tech companies such as Google, Amazon, and Netflix are snapping up the dwindling supplies of helium to maintain the heat-generating computing power of their massive data centers.
Companies such as Netflix have found that storing their movies and shows on helium-filled hard drives to be an energy-saving breakthrough that allows greater drive capacity and a lower cost of operation.
So while you may not realize it, helium makes it possible for you to “Netflix and chill” as you stream movies in high definition, and at an affordable price.
Helium is also instrumental in the manufacturing of semiconductor chips. These chips are found in everything from cameras and smartphones to washing machines and automobiles.
Scientists use helium in various forms to treat lung ailments and even cancer.
A principle reason for helium’s widespread use is that it’s the only element you can cool down to -450°F — nearly the lowest possible temperature in the universe.
With its cryogenic properties, liquid helium is the only way to cool down the superconducting magnets found in medical MRI machines.
Helium also helps cool down orbiting satellites. Elon Musk’s SpaceX uses helium to help maintain pressure in their Falcon 9 rocket’s propellant tanks.
NASA and Jeff Bezos’ Blue Origin space mission depend on it.
Even bitcoin mining requires the cooling properties of helium.
With the growing list of crucial uses for this increasingly valuable gas, it’s no wonder…
The global helium market is predicted to reach $18 billion by 2025, growing at a CAGR of 13% between 2021 and 2025 
What’s more, insiders think helium could be headed for a major supply squeeze.
This could be good news for Global Helium (HECOF), a North American helium exploration company I’ve had my eye on.
Helium is the ONLY element on earth that is a completely nonrenewable resource. This means that while it is abundant in the universe, we have a limited supply of this gas on earth.
At its peak, the Federal Helium Reserve located in Texas was an enormous repository of helium that kept supplies in balance and softened the blow of market disruptions.
But due to the government’s obsession with privatization, the Reserve was ordered to sell off its helium to private industry.
What’s worse, it did so at well below market prices for decades.
Now, the reserve has been ordered to unload ALL its helium assets.
As the New York Times points out…
Shuttering the reserve means that liquid helium will become increasingly scarce, and the price will continue to go up.
Companies that need helium are fighting over it — and willing to pay top dollar.
Of course, that’s terrible news for those industries that require helium, because it drives prices higher. But it’s welcome news for helium companies as well as their investors.
That’s why the president of IACX Energy says, “It’s a good time to be in the helium business.”
We all know what happens when the supply of a valuable resource goes down, and the price goes up. It creates some very happy investors.
Just look at what happened a few years ago…
When Tesla (and other car manufacturers) started using lithium to create electric vehicle batteries, the metal quickly became one of the most valuable resources on the planet.
That sparked the lithium boom that we saw from 2016-2020. During that time, we saw lithium stocks shoot up by as much as 1,000%.
And while those opportunities have come and gone…
There’s something even bigger that’s happening right now. And there aren’t many do-overs in life, but the projected helium boom could give investors a second chance.*
In fact, it’s already starting….
Look at a company called Desert Mountain Energy Corp. They’re one of the few companies drilling for helium inside the United States.
They saw their shares skyrocket from 28 cents on May 6, 2020, all the way up to $4.56 on September 10, 2021.
That was a 1,628% METEORIC gain!
One key to the success of helium exploration companies such as Desert Mountain Energy is their location in North America.
While some helium companies have already seen their share price spike, there’s another North American company that investors may want to look at right now. *
And that’s Canada’s Global Helium Corp. (HECOF).
Never forget that when it comes to exporting, Canada enjoys a favorable geopolitical situation, unfettered by political sanctions or export restrictions.
This location offers a significant advantage over reliance on distant, politically unstable countries such as Qatar (in the Middle East) — or adversarial countries such as Russia. Unfortunately, these are areas the U.S. currently depends on for the helium it needs.
A quick look at the past shows the risk.
In June 2017, helium supplies from Qatar were cut off by a Saudi-led blockade. When it comes to such an essential commodity, the U.S. can’t afford to bumble around with a risky supply chain.
Especially when helium has been listed as one of 35 mineral-related commodities considered critical to the economic and national security of the United States.
Global Helium (HECOF) is in business for a compelling, one-of-a-kind reason.
Companies that were anxious about their unreliable helium supply chains approached Global Helium and said they would buy as much liquid helium from them that they could produce — as long as Global Helium could provide the security of a guaranteed supply.
Hence, Global Helium (HECOF) was born.
It has the rarest of all marketplaces — one that can be considered price insensitive.
In other words, this marketplace is filled with customers that are essentially begging to pay top dollar.
Global Helium (HECOF) is located in a prime location in what may well become one of the world’s great natural resource locations.*
Global Helium’s (HECOF) land position is in the heart of a well-known helium fairway with production, reserves, and significant activity nearby.
Unlike U.S. wells, Saskatchewan helium is unique. It is the rare place in the world that produces helium unencumbered by oil and gas.
In addition, Saskatchewan’s helium wells are deeper and more pressurized.
Yes, being deeper may make it marginally more expensive to extract the helium. But, to compensate for being located more deeply, the pressure pushes the gas to the surface more rapidly.
There’s also a “green” advantage.
Global Helium (HECOF) is uniquely positioned to produce helium as a standalone product, rather than as a byproduct of natural gas production.
Unlike some competitors, the company plans to extract helium using nitrogen (and not hydrocarbon gas) to make up the bulk of the carrying gas.
This makes it not only less expensive to produce and process, but also much more environmentally friendly — important in today’s transition to clean energy.
It’s eco-friendly because there is no direct carbon footprint associated with the use of helium.
In fact, non-toxic and non-combustible helium is a non-issue in environmental politics.
And in their role as responsible environmental stewards both above and below ground, Global Helium (HECOF) is committed to remaining carbon-neutral.
Let’s look at this junior exploration company’s assets more closely…
With their aim to become a helium leader, Global Helium (HECOF) completed a new round of acquisitions in southern Saskatchewan in October 2021.
Making its biggest play yet with this purchase, Global Helium’s (HECOF) has now acquired over 1.2 million acres in the heart of Saskatchewan’s helium fairway.
This makes it…
Canada’s second largest land holder of helium rights, with 100% ownership combined with royalties of less than 5%.
Within this vast area, Global Helium (HECOF) has established three core areas:
Core Area One – Swift Current: This core area encompasses almost over 760,000 acres near Swift Current, home to Saskatchewan’s original helium production facility. Large geological structures have been long known to exist in the area and were proposed for helium exploration in 1960. One feature was drilled in 1944 by Imperial Oil. Review of the available data indicates that the well recovered significant percentages of nitrogen and “non-combustible gas” – indicating the potential for helium.
Core Area Two – Regina: This core area encompasses over 215,000 acres and is in south-central Saskatchewan. A number of adjacent wells have tested helium concentrations ranging from 1.4% to 2.45%. For reference, experts consider anything from 0.3% to 1% helium to be high-grade.
Core Area Three – Montana Border: This core area is a 235,000 acre play on the Canadian side of the Montana/Saskatchewan border. This prime acreage sits in the middle of two recent helium discoveries at Eastbrook and Climax, Saskatchewan. High percentage helium tests have been recorded in Montana, where significant industry activity is also underway.
A deep exploratory well was drilled on Global Helium’s (HECOF) property by Imperial Oil back in 1944. The testing equipment of the day wasn’t advanced enough to detect helium.
But Global Helium (HECOF) recently acquired the data. And in October 2021, they began an extensive $500,000 seismic and remote sensing program, which includes aeromagnetic and gravity surveys across its three core areas in Saskatchewan. This will better define drilling targets on the Company’s huge land base on the helium fairway.
Global Helium’s (HECOF) geological and geophysical teams are working to rapidly move to the drill stage and advance the geological evaluation of their massive land base.
The next milestone plans for a small plant to separate nitrogen from helium, then compress the raw helium for shipment to a big purification plant, such as the one in Battle Creek, Saskatchewan that just opened in April 2021.
This brand new infrastructure to process the now-precious helium gas is conveniently located just three hours from Global Helium’s (HECOF) assets. And at a cost of $32 million to build, it is Canada’s largest helium processing plant.
Finally, the purified helium can be liquified and sold to eager customers in North America and around the world.
When I look at Global Helium (HECOF), I see a young company with a low, affordable price that could have a long way to run, for so many reasons.*
As you’ve seen, helium is the critical element at the heart of electronic devices.
You never hear about helium when analysts talk about Apple, Microsoft, Samsung, LG, or other Big Tech companies. Yet, helium is critical to manufacturing semiconductors, which do the computing, storage, and communication functions in almost all electronic products.
Semiconductor chips are at the heart of the gadgets consumers use constantly — smartphones, tablets, PCs — as well as industrial, medical, automotive, and defense electronics.
The vast majority of chips are created with silicon. It’s how Silicon Valley got its name.
But silicon needs to go through extensive processing to create the specific circuitry for each chip.
This is where helium comes in… It’s why Global Helium’s (HECOF) supply could be so important.
With several crucial properties, helium serves multiple functions in the manufacturing of semiconductor chips.
As an inert gas, it doesn’t react with other elements. This prevents any unwanted reactions.
Helium also has a high thermal conductivity, meaning it conducts heat away effectively. This helps to control the temperature of the silicon during these processes.
This becomes increasingly important as the dimensions of the circuitry on the silicon continue to shrink. In fact, it would be impossible to drive this miniaturization without the process control that helium provides.
Last, but certainly not least, helium is used because of its cooling properties.
All of this chip manufacturing represents an enormous investment by some of the biggest companies in the world — and all of it hinges on helium.
Right now, the semiconductor chip industry is already suffering shortages due to increasing demand, residual effects from the pandemic, supply chain issues, and other factors.
So with the ever-growing demand for electronic devices, any critical piece of the supply chain, such as helium, could represent an excellent opportunity for investors.*
Global Helium (HECOF) may be a micro-cap, but size does not matter to Big Tech, semiconductor producers, MRI centers, or other helium-dependent industries.
So semiconductors can’t be manufactured without helium…
But truth be told, the world might stumble along for a few years without new iPhones or Xboxes.
However, lack of access to a ready supply of helium could become a life-or-death problem in medicine.
That’s because helium is at the heart of MRI diagnostic machines.
That’s because, among its other applications, one of helium’s most important uses is to enable functioning of the powerful electromagnets used in magnetic resonance imaging (MRI).
It’s not hyperbole to say that MRI technology has revolutionized healthcare — and saved countless lives.
Here’s how it works…
MRI machines use a strong magnetic field to help create detailed images of the body’s organs and tissues.
This advanced imaging technology allows medical professionals to collect important information about their patient’s condition without exposing them to radiation.
MRI scans provide an amazing level of clarity and excel at examining soft tissues such as the brain and spinal cord. That’s why MRI scans help diagnose brain tumors, strokes, aneurysms, spinal cord injuries, and other potentially fatal health conditions.
However, in order to function…
MRI scanners require a coolant to give the magnetic coils in the scanner super-conductive properties.
This makes liquid helium the perfect element — cold enough to provide the levels of superconductivity required in MRI scanners.
And this is yet another reason why Global Helium’s (HECOF) supply could become so important.*
Helium is critical to the healthcare industry. But liquid helium can be quite expensive compared to other elements.
A typical MRI scanner loses about 4% of its helium capacity a month… or about 48% per year.
That means it costs somewhere in the neighborhood of $25,000 a year to keep a typical MRI scanner topped off with liquid helium.
Now consider that, in 2018, there were an estimated 50,000 MRI machines worldwide.
Forbes puts it bluntly…
“Since there is currently no alternative to helium to keep these machines running, take away helium and MRI goes bye-bye.”
Between semiconductors, MRI machines, and hundreds of additional uses for this noble gas, you can see why demand for helium should continue to rise around the globe.
Domestically, a significant shortage can be attributed to commitments with government contracts, high international demand, fewer new sources, and plenty of waste.
And don’t lose sight of the fact that Google, Facebook, Amazon, and Netflix are working to stockpile helium.
The reason traces back to 2013, when computer scientists finally perfected the helium hard drive to replace the metal hard drive.
Now Silicon Valley’s thirst for helium may be unquenchable.
After all, some 3.7 billion people are generating about 2.5 quintillion bytes of data on a daily basis.
Those numbers may expand by up to 60% a year, so by 2025, usage will generate a projected 160 zettabytes a year.*
In short, that’s a heckuva lot of data. And without helium drives, that would be an erupting volcano of computer-generated heat.
That’s why investors in a company such as Global Helium (HECOF) might see good news soon*, especially with the company’s veteran leadership.
The Global Helium (HECOF) team brings over two decades of helium-specific experiences, and are uniquely positioned with long-term relationships across the entire value chain.
The Oxford Man
President and Director Wes Siemens P.Eng., began his career at Canadian Occidental Petroleum Ltd. He held several technical and management positions over 21 years throughout its evolution to the global behemoth CNOOC Ltd. He has accumulated extensive experience in mergers and acquisitions that involved billions of dollars of transactions.
Mr. Siemens received his Bachelor of Science Degree in Mechanical Engineering from the University of Alberta and completed an Executive Leadership Program at Oxford.
The Globe Trotter
Vice President Duncan MacKenzie, P. Geol. is a geoscientist with 20+ years’ experience with all aspects of finding and commercializing natural and industrial gases. His expertise is in western Canada. But he’s also worked as a geoscientist on U.S., South American, and West African projects.
Mr. MacKenzie is well-versed in gas reserve evaluations and is privileged to be part of a network of skilled and experienced geoscientists focusing on environmentally friendly, non-combustible gases. He has been working on rare gas exploration since 2015.
The Alpha Male
Chairman and Interim CEO Brad Nichol, P. Eng. MBA, is a mechanical engineer with over 25 years’ experience in oil field operations, business consulting, and oil and gas executive and board functions.
He has worked extensively on producing oil and gas fields in Canada and Colombia. Veteran natural resource investors know Mr. Nichol as the President and CEO of Alpha Lithium Corp. (ALLIF), an environmentally responsible lithium explorer and producer that is one of the most actively traded and admired junior explorers in the world.
With all these factors and a growing demand for helium, the biggest winners could be companies such as Global Helium (HECOF),* who are ready to expand immediately.
That’s why I see…
The news loves a crisis. Sooner than later, it will move on from the pandemic and politics to the next big threat…
Millions of people who can’t get their potentially life-saving MRI scan because of the helium crisis would certainly count as huge news.
Or it could be the helium shortage adding to the already-existing semiconductor shortage that causes the electronics sector to crash…
And don’t forget that Global Helium Corp. (HECOF) is in the heart of Saskatchewan’s helium belt.
That’s why now could be the very best time to research this company while it’s priced at this level.*
And it also means it may be time to call your broker or advisor and show him or her this report.
Then discuss these new opportunities in helium and, in particular, with Global Helium Corp. (HECOF).
Check carefully because I recognize that young companies with great stories can carry a significant amount of risk… that risk ranges from being under-funded to having a small number of shares available to the public.
So, I’ll also never shy away from alerting you about the risks associated with investing in young companies, new to the stock market. That’s why I urge you always observe my three rules for accepting microcap investing risk:
Risk Reduction Rule #1: Never invest more than you can afford to lose.
Risk Reduction Rule #2: Do not chase losses. That means if the prices slide you must resist all temptation to “average down.”
Risk Reduction Rule #3: Don’t put all your dreams on one microcap. Allocate your risk capital among a handful of stocks
All that said, I think you and your financial advisor will end up in agreement that Global Helium Corp. (HECOF) could be the coming year’s top headline-making stock.
I’d like to offer you access to Global Helium’s Investor presentation, which you can have at no charge.
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* See our Important Notice and Disclaimer above for a detailed discussion on compensation, risks, atypical results, and more.
James Hyerczyk is a Florida-based technical analyst, market researcher, educator and trader. James began his career in Chicago in 1982 as a futures market analyst for floor traders at the Chicago Board of Trade and the Chicago Mercantile Exchange and numerous brokerage firms, and have been providing quality analysis for professional traders for 38 years.