{"id":122256,"title":"In deep-dive interview with Mendell Helium CEO Nick Tulloch","publisher":"Share Talk","author":"sharetalk","published":"2025-05-05T14:23:56+00:00","modified":"2025-05-05T14:28:06+00:00","canonical_url":"https://www.share-talk.com/in-deep-dive-interview-with-mendell-helium-ceo-nick-tulloch/","markdown_url":"https://www.share-talk.com/in-deep-dive-interview-with-mendell-helium-ceo-nick-tulloch.md","json_url":"https://www.share-talk.com/in-deep-dive-interview-with-mendell-helium-ceo-nick-tulloch.json","category":"Energy","categories":["Energy","Exclusive Interviews"],"tags":["Carter 2","Dodge City","Exxon","Garden City","Haskell County","Helium","Hugoton gas field","Kansas","M3 Helium","Mendell Helium plc","methane","Mike Whitlow","natural gas liquids","Nick Tulloch","nitrogen","Paul Mandel","Scout Energy Partners","south-west Kansas","USA","VOY","Voyager Life","western Kansas","Wyatt Earp"],"featured_image":"https://i0.wp.com/www.share-talk.com/wp-content/uploads/2025/04/Mendell-Helium-6-april.webp?fit=1200%2C800&quality=80&ssl=1","format":"news","language":"en-GB","content":"In this deep-dive interview, [Mendell Helium](https://www.share-talk.com/mendell-helium-plc-aqsemdh-operations-rost-well-loan-facility-update/) CEO Nick Tulloch explains the company’s unique positioning in the rapidly evolving helium market.\n\n- First helium production at the Rost Well targeted for Q3 2025.\n\n- Strong flow rates and expansion opportunities at Hugoton.\n\n- Preparing for an AIM listing to open up UK investor access.\n\nFrom 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.\n\n[00:00](https://www.youtube.com/watch?v=vl45oz81QvA) — Introduction to Nick Tulloch and Mendel Helium\n\n[00:34](https://www.youtube.com/watch?v=vl45oz81QvA&t=34s) — Overview of Mendel Helium Nick outlines Mendel Helium’s listing, operations in Kansas, and potential move to AIM to enhance market access.\n\n[01:46](https://www.youtube.com/watch?v=vl45oz81QvA&t=106s) — Understanding Helium Market Dynamics\n\n[04:58](https://www.youtube.com/watch?v=vl45oz81QvA&t=298s) — Importance of Infrastructure and Location Nick explains how proximity to infrastructure and customers critically impacts helium project economics.\n\n[10:04](https://www.youtube.com/watch?v=vl45oz81QvA&t=604s) — Geology & Production Strategy in Kansas\n\n[14:04](https://www.youtube.com/watch?v=vl45oz81QvA&t=844s) — 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.\n\n[24:04](https://www.youtube.com/watch?v=vl45oz81QvA&t=1444s) — 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.\n\n[32:14](https://www.youtube.com/watch?v=vl45oz81QvA&t=1934s) — The Fort Dodge (Rost Well) Opportunity Higher helium concentrations, operational challenges, and near-term cash flow expectations. [39:04](https://www.youtube.com/watch?v=vl45oz81QvA&t=2344s) — Strategy: Balancing Short-Term Gains and Long-Term Growth\n\n[45:00](https://www.youtube.com/watch?v=vl45oz81QvA&t=2700s) — 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.\n\n[50:00](https://www.youtube.com/watch?v=vl45oz81QvA&t=3000s) — 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."}