中文翻译
特朗普的关税政策对我来说是个谜。 另外提醒一下那些认为应该无脑冲入 $PLSR 的人： - 没人知道储层中氦-3（Helium-3）的储量 - 从氦-4（Helium-4）中分离氦-3 的成本可能高得离谱（没人知道成本结构），甚至可能根本不值得尝试 他们实际上说过“目前不存在大规模分离氦-3 和氦-4 的商业技术”。 这就好比从海水中分离盐分来制造纯净水并出售。 因此，尽管坐拥潜在的金矿，其市值仍仅为 1.4 亿美元（如果他们真的尝试，预计会有大量稀释）。
· 个股论点
警告勿盲目买入PLSR，因氦3分离技术未成熟且成本不明。
涉及标的： $PLSR
英文原文
Trump's tariff policies are an engima to me. Also just a heads up for people who think they should ape into $PLSR - Nobody knows the volume of helium-3 in the reservoir - separating helium-3 from helium-4 might be insanely expensive (nobody knows cost structure) and it might be worthless to attempt They've actually said "no commercial technology currently exists to separate He-3 from He-4 at scale" For example separating salt from the ocean to make purified water and selling that. Hence why it's still $140m MC despite sitting on a potential gold mine (and if they do attempt it expect a TON of dilution).