螺旋探索，氦黎明，100％上升：蒙大拿州的氦革命

Helix Exploration（LSE：HEX）有望成為蒙大拿州的第一個商業氦氣生產商，為投資者提供了罕見的多袋子機會。發現氦黎明的潛力。

Helix Exploration, Helium Dawn, 100% Upside: Montana's Helium Revolution

螺旋探索，氦黎明，100％上升：蒙大拿州的氦革命

The global helium market is about to be shaken up, and Helix Exploration is leading the charge towards Helium Dawn. This UK-based company is on the verge of becoming Montana's first commercial helium producer, presenting a potentially lucrative opportunity.

全球氦氣市場即將動搖，Helix Exploration正在導致氦黎明的指控。這家總部位於英國的公司即將成為蒙大拿州的第一個商業氦氣生產商，這可能是有利可圖的機會。

The Rudyard Project: A Game Changer

魯德亞德項目：改變遊戲規則的人

Helix Exploration's Rudyard Project is strategically located in Montana's helium-rich Fairway Basin. It's rapidly advancing, and recently secured a $40 million contract with a European firm for equipment delivery by August 2025. This is a critical step, setting the stage for the final construction phase.

Helix Exploration的Rudyard項目在戰略上位於蒙大拿州的氦氣富裕球道盆地。它的發展迅速，最近在2025年8月之前與一家歐洲公司獲得了一份4000萬美元的合同。這是一個關鍵的一步，為最後的建築階段奠定了基礎。

Unlike traditional oil-and-gas ventures, Rudyard employs modular, pre-assembled units, significantly reducing both construction time and costs. Once fully operational, it's projected to produce 2.2 billion cubic feet of helium annually, with incredibly low operating costs—around $0.25 per cubic foot. Considering current helium spot prices hover between $1.50 and $2.00 per cubic foot, the project boasts potential gross margins exceeding 85%. Analysts predict net revenue could range from $115 to $220 million within the plant's first five years.

與傳統的油氣風險投資不同，魯德亞德（Rudyard）採用模塊化的預組裝單元，大大減少了建築時間和成本。一旦完全運行，預計每年將生產22億立方英尺的氦氣，運營成本非常低 - 每立方英尺$ 0.25。考慮到當前的氦點價格徘徊在每立方英尺1.50美元至2.00美元之間，該項目的毛利率超過85％。分析師預測，在工廠的頭五年內，淨收入可能從115美元到2.2億美元不等。

Undervalued Potential

被低估的潛力

Helix's current market capitalization of £48.4 million (as of July 2025) doesn't fully reflect its potential. Even conservatively estimating net revenue at $115 million over five years, the project's net present value (at a 10% discount rate) surpasses £150 million. Yet, the stock trades at just 26.30p per share, with a price-to-estimated 2026 earnings multiple of 8x, making it significantly undervalued compared to industry peers like Air Liquide and Linde.

Helix目前的市值為4,840萬英鎊（截至2025年7月）並不能完全反映其潛力。即使保守地估計淨收入在五年內淨收入為1.15億美元，該項目的淨現值（以10％的折現率）超過1.5億英鎊。然而，該股票的交易僅為每股26.30便士，而估計的2026年收益率為8倍，與空軍和諸如Air Liquide和Linde等行業同行相比，它被低估了。

Upcoming Catalysts

即將到來的催化劑

Keep an eye out for these near-term catalysts:

請注意這些近期催化劑：

1. Final Investment Decision (FID) by Q4 2025: Expected FID will remove uncertainty and unlock equity financing.
2. First Production in Q1 2026: This will validate the project's economics and likely lead to a stock re-rating.

Investment Recommendation

投資建議

With a robust balance sheet and no debt, Helix is financially sound. Analysts suggest a buy at current levels, targeting 50–65p by the end of 2026. A conservative target price of 50p (92% upside) assumes a 12x multiple on 2026 earnings, while a bullish scenario (15x multiple) could push it to 65p.

有了強大的資產負債表，沒有債務，Helix在財務上是合理的。分析師建議在目前的水平上進行買入，以50-65p的速度到2026年底。保守的目標價為50p（92％上升空間），假設2026年的收入為12倍，而看漲的情況（15倍倍數）可以將其推向65p。

Risks

風險

Potential risks include helium price volatility and regulatory delays, but Helix's low-cost model offers resilience.

潛在的風險包括氦氣價格波動和監管延遲，但Helix的低成本模型具有彈性。

The Bottom Line

底線

Helix Exploration's Rudyard Plant is an enticing investment. With imminent catalysts and compelling valuation metrics, this stock is poised to make waves. It's a chance to get in on the ground floor before the market truly understands the Helium Dawn.

Helix Exploration的Rudyard工廠是一項誘人的投資。有了迫在眉睫的催化劑和引人注目的估值指標，該股票有望引起波浪。在市場真正了解氦黎明之前，這是一個進入底層的機會。

So, there you have it! Keep an eye on Helix Exploration—it might just be the helium-fueled rocket your portfolio needs. Don't wait too long; the helium dawn is breaking!

所以，你有！密切關注螺旋探索 - 這可能只是您的投資組合需求的氦氣燃料。不要等待太久；氦黎明正在破裂！