Mendell Helium Special Feature

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In this deep-dive interview, Mendell Helium CEO Nick Tulloch explains the company's unique positioning in the rapidly evolving helium market. From proven production in Kansas's Hugoton Field to the high-impact potential of the Rost well near Fort Dodge. Learn about Mendel’s strategy to deliver near-term cash flow and long-term growth and how Mendel plans to scale profitably. 00:00 — Introduction to Nick Tulloch and Mendel Helium 00:34 — Overview of Mendel Helium Nick outlines Mendel Helium’s listing, operations in Kansas, and potential move to AIM to enhance market access. 01:46 — Understanding Helium Market Dynamics 04:58 — Importance of Infrastructure and Location Nick explains how proximity to infrastructure and customers critically impacts helium project economics. 10:04 — Geology & Production Strategy in Kansas 14:04 — The Hugoton Field: Size, History, and Opportunity Deep dive into the Hugoton Gas Field’s scale, history, and Mendel’s strategy to exploit transition zones for better well performance. 24:04 — Scout Energy Partnership and Land Access Mendel's farm-in agreement with Scout Energy, first rights to over 1 million acres, and the greenfield drilling opportunity. 32:14 — The Fort Dodge (Rost Well) Opportunity Higher helium concentrations, operational challenges, and near-term cash flow expectations. 39:04 — Strategy: Balancing Short-Term Gains and Long-Term Growth 45:00 — Future Growth and Scaling Plans Plans for expansion in both Hugoton and Fort Dodge areas, including farm-outs, new well targets, and broader strategic moves. 50:00 — Investment Case for Mendel Helium Nick summarizes why Mendell represents an attractive opportunity for investors: existing production, near-term cash flow, and significant undervaluation compared to peers.