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@htsfhickey Fred - here is a chart (as of Q4 2022) showing the portfolio positioning that came from a group of UHNW ($20MM+) individuals. I do not see any gold in there...
@BatteryBulletin@LimitingThe Fantastic, thank you! Carbon nanotubes are becoming a standard li-ion battery ingredient and have a short/simple supply chain.
The early 1970’s was a time of explosive creativity in popular music. Eclectic tastes were more rule than exception and every day we got to explore new worlds through music. Some of my faves from that time: I May Be Chemo https://t.co/7TtPqnOA5D
You don’t really need to understand the helium market, there’s way more local demand than DME can supply and there is little evidence that global supply can or will respond any time soon. Yes, the chart looks like death but I think it’s attractive here. Carpe diem but caveat emptor.
DME are at the starting line and the gas is about to start flowing any day now to their solar powered processing facility. Separation of hydrocarbons is what can make it more complex and expensive which is why DME is focused on primary He production with no O or G. They will add a module for the nobles and hydrogen.