D3 Energy Limited (ASX:D3E) presents as a compelling investment being a highly leveraged play on natural gas and helium projects in South Africa and Australia.
The asset deal announcement by ASP Isotopes (NASDAQ:ASPI) on its South African helium assets provides a transactional benchmark with direct look-through, positive implications for D3E.
The South African play demonstrating the association of natural gas with globally unmatched helium concentrations continues to provide D3E with a material point of differentiation to its listed upstream peers.
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D3 Energy Limited - An asset deal and gas sales contract set the benchmarks