Helium - critical for MRI scanners, semiconductors and rocket propulsion - has been in periodic global shortage. AIM hosts a small group of explorers and producers tied to the Supply chain. They are speculative, but the theme has caught retail attention.

Key takeaways

  • Helium prices have spiked repeatedly since 2018 (industry reports).
  • AIM-listed exposure includes Helium One Global, among others.
  • AIM shares can be held in a Stocks and Shares ISA (HMRC ISA rules).
  • AIM small-caps are notably more volatile than the FTSE 100.
  • Inheritance Tax relief on AIM shares was reformed at Autumn Budget 2024 [VERIFY at publication].

Why helium?

Demand from medical imaging, electronics and aerospace is rising while supply is concentrated in a small number of countries and projects.

Names UK investors mention

Helium One Global, Pulsar Helium, and other AIM-listed names appear in helium-focused coverage. Always check the latest RNS announcements and audited results before investing.

The AIM context

AIM offers higher growth potential but lower Liquidity. Many AIM positions can move 10%+ in a day on thin Volume.

What this means for UK investors

Helium small-caps can add a thematic Kicker but suit only investors who can stomach binary outcomes and accept that some names may never reach commercial production.

Risks to watch

  • Exploration risk on early-stage projects.
  • Funding rounds that dilute existing shareholders.
  • Liquidity gaps on AIM.
  • Changing IHT and ISA treatment.