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Blue Star Helium (AU:BNL)
ASX:BNL
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Blue Star Helium (BNL) AI Stock Analysis

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AU:BNL

Blue Star Helium

(Sydney:BNL)

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Neutral 43 (OpenAI - 5.2)
Rating:43Neutral
Price Target:
AU$0.01
▲(0.00% Upside)
Action:Reiterated
Date:08/04/26
The score is driven primarily by very weak financial performance—minimal revenue, ongoing losses, continued cash burn, and meaningfully higher leverage with shrinking equity. With no usable technical indicators and a negative P/E (loss-making), technical and valuation inputs provide limited support, keeping the overall score near the low end of the range.
Positive Factors
Specialized Upstream Focus
A concentrated upstream business model focused on helium in Colorado aligns capital and technical effort on a clear value chain. Specialization can create execution efficiencies, build domain expertise, and simplify commercialization paths into industrial gas supply chains once discoveries are advanced.
Negative Factors
Persistent Negative Cash Flow
The company has produced negative operating and free cash flow repeatedly, indicating it is not self-funding operations. Persistent cash deficits increase dependence on external capital, raising dilution and refinancing risk and constraining the pace of project development.
Read all positive and negative factors
Positive Factors
Negative Factors
Specialized Upstream Focus
A concentrated upstream business model focused on helium in Colorado aligns capital and technical effort on a clear value chain. Specialization can create execution efficiencies, build domain expertise, and simplify commercialization paths into industrial gas supply chains once discoveries are advanced.
Read all positive factors

Blue Star Helium (BNL) vs. iShares MSCI Australia ETF (EWA)

Blue Star Helium Business Overview & Revenue Model

Company Description
Blue Star Helium Limited operates as an independent enterprise specializing in the exploration and extraction of helium within Australia. The company, initially established in 1987, transitioned from its former name, Big Star Energy Limited, adopt...
How the Company Makes Money
Primary revenue is expected to come from producing and selling helium once its projects reach commercial operations; however, specific, verified details on current operating revenue streams (e.g., whether it is currently producing), contracted off...

Blue Star Helium Financial Statement Overview

Summary
Financial performance is very weak: minimal and volatile revenue, sharply negative gross profit in 2025, and sustained large net losses. Cash flow remains negative (operating and free cash flow about -3.1M in 2025), and balance-sheet risk has risen with debt increasing to ~26.6M while equity fell to ~7.9M, elevating funding/refinancing and dilution risk.
Income Statement
12
Very Negative
Balance Sheet
22
Negative
Cash Flow
15
Very Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue4.96K8.66K8.01K12.33K8.54K
Gross Profit-1.12M-86.19K113.46K12.33K-406.08K
EBITDA-3.05M-12.32M-3.19M-6.04M-1.39M
Net Income-8.50M-13.06M-3.13M-6.02M-1.40M
Balance Sheet
Total Assets40.63M22.74M22.50M19.61M22.73M
Cash, Cash Equivalents and Short-Term Investments2.16M2.69M6.87M6.82M15.63M
Total Debt26.58M11.45M0.000.000.00
Total Liabilities32.72M12.32M583.18K878.04K818.71K
Stockholders Equity7.91M10.43M21.92M18.73M21.91M
Cash Flow
Free Cash Flow-9.38M-3.10M-6.78M-8.85M-4.33M
Operating Cash Flow-3.12M-2.82M-3.20M-2.15M-1.53M
Investing Cash Flow-1.34M-2.59M-3.56M-6.70M-2.80M
Financing Cash Flow3.96M1.32M6.98M-4.43K15.06M

Blue Star Helium Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
56
Neutral
AU$47.42M10.8611.28%29.92%6000.00%
47
Neutral
AU$86.35M-225.00-1.80%50.00%
47
Neutral
AU$159.66M-17.56-33.88%12.12%
44
Neutral
AU$9.04M-7.50-1.81%12.50%
43
Neutral
AU$24.61M-0.29-117.05%-42.73%54.10%
42
Neutral
AU$151.11M-31.03-4.27%-16.67%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:BNL
Blue Star Helium
0.01
0.00
0.00%
AU:COI
Comet Ridge Ltd
0.09
-0.03
-25.00%
AU:NGY
NuEnergy Gas Limited
0.05
<0.01
28.57%
AU:CTP
Central Petroleum Limited
0.06
<0.01
3.28%
AU:BLU
Blue Energy Limited
AU:JGH
Jade Gas Holdings Limited
0.07
0.03
67.44%

Blue Star Helium Corporate Events

Blue Star Helium Moves Pinon Canyon Plant Into Stable Early Production Phase
Jul 30, 2026
Blue Star Helium reported that commissioning and optimisation of its Pinon Canyon helium plant in Colorado has progressed to a more stable, long-term operating mode, with improved uptime and routine runtime, shut-in and restart cycles. The capital...
Blue Star Helium Ships First Pinon Canyon Load as U.S. Market Tightens
Jul 13, 2026
Blue Star Helium has begun commercial deliveries from its Pinon Canyon Plant in Colorado, with the first production tube trailer of helium leaving the Galactica Project site and marking completion of early commissioning and optimisation. Plant upt...
Blue Star Helium Options Lapse, Streamlining Capital Structure
Jul 2, 2026
Blue Star Helium Limited has reported the cessation of a large block of options from its issued capital, following the expiry of 145,378,405 BNLAJ options on June 30, 2026. The options, which carried an exercise price of $0.006 and were not exerci...
Blue Star Helium Issues 2 Million New Shares Under Routine Capital Management
Jun 30, 2026
Blue Star Helium has issued 2,000,000 fully paid ordinary shares on 30 June 2026, expanding its equity base without a formal disclosure document under the fundraising provisions of the Corporations Act. The move indicates routine capital managemen...
Blue Star Helium Grants Long-Dated Performance Rights to Director
Jun 26, 2026
Blue Star Helium has updated the market on a change in director Neil Rinaldi&#8217;s interests, confirming the grant of new performance rights in the company. The rights, issued at no cash consideration and previously approved by shareholders at t...
Blue Star Helium Issues 46 Million Unquoted Performance Rights
Jun 26, 2026
Blue Star Helium has notified the market that it will issue 46 million unquoted performance rights, designated under the ASX code BNLAE, effective 26 June 2026. The performance rights form part of a previously announced transaction and are not int...
Blue Star Helium Director Increases Direct Shareholding via Option Exercise
Jun 25, 2026
Blue Star Helium has reported a change in Director Trent Spry&#8217;s interests, following the exercise of options and corresponding share transactions. Spry exercised 2,000,000 unquoted options at $0.006 per share, converting them into 2,000,000 ...
Blue Star Helium Issues 22 Million New Shares in Routine Capital Raising Step
Jun 25, 2026
Blue Star Helium Limited has issued 22 million fully paid ordinary shares on 25 June 2026, expanding its share capital without providing a prospectus-style disclosure to investors. The company stated it has complied with its financial reporting an...
Blue Star Helium Issues 1.25 Million New Shares Under Routine Capital Management
Jun 23, 2026
Blue Star Helium has issued 1,250,000 fully paid ordinary shares on 22 June 2026, expanding its share capital base without a disclosure document under the relevant fundraising provisions of the Corporations Act. The company stated it is compliant ...
Blue Star Helium Seeks ASX Quotation for Additional Shares
Jun 23, 2026
Blue Star Helium Limited has applied for quotation on the ASX of 1,250,000 new fully paid ordinary shares under its issuer code BNL. The securities, issued on June 22, 2026, arise from the exercise or conversion of existing options or other conver...
Blue Star Helium Director Lifts Stake via Share Placement
Jun 5, 2026
Blue Star Helium has disclosed a change in the holdings of managing director Trent Spry, who increased his direct stake in the company through participation in a shareholder-approved placement. Spry acquired 4 million fully paid ordinary shares at...
Blue Star Helium Issues 2 Million Unquoted Options to Support Growth Plans
Jun 5, 2026
Blue Star Helium Limited has issued 2,000,000 unquoted options with an exercise price of A$0.006 and an expiry date of 30 June 2026, as previously flagged in an earlier capital announcement. The options, which will not be quoted on the ASX, repres...
Blue Star Helium Seeks ASX Quotation for 4 Million New Shares
Jun 5, 2026
Blue Star Helium Limited has applied for quotation on the ASX of 4,000,000 new ordinary fully paid shares, with an issue date of June 5, 2026. The additional securities, lodged via an Appendix 2A application, expand the company&#8217;s quoted shar...
Blue Star Helium Expands Capital Base With Major Share Issue
Jun 5, 2026
Blue Star Helium has issued 678,563,674 fully paid ordinary shares, expanding its share base through a placement that was conducted without a prospectus under Australian Corporations Act provisions. The company stated it remains compliant with its...
Blue Star Helium Seeks ASX Quotation for 5.6 Million New Shares
Jun 5, 2026
Blue Star Helium Limited has applied for quotation on the ASX of 5,571,500 new ordinary fully paid shares, to be issued on June 5, 2026. The additional securities arise from the exercise or conversion of existing options or other convertible secur...
Blue Star Helium Seeks ASX Quotation for Major Share Issue
Jun 5, 2026
Blue Star Helium Limited has applied to the ASX for quotation of 668,992,174 new ordinary fully paid shares, with an issue date of 5 June 2026. The substantial new share quotation follows previously announced transactions, expanding the company&#8...
Blue Star Helium Signs First Offtake Deal as Pinon Canyon Ramps Up
Jun 3, 2026
Blue Star Helium has signed its first formal helium offtake agreement, a three-month deal with a major U.S. industrial gases buyer covering all output from its Pinon Canyon Plant, the processing hub for the Galactica Project. The contract fixes pr...
Blue Star Helium Wins Strong Shareholder Backing for All AGM Resolutions
May 29, 2026
Blue Star Helium reported that shareholders approved all resolutions at its latest annual general meeting, including the adoption of the remuneration report, the re-election of director Neil Rinaldi and multiple capital management measures related...
Blue Star Helium Expands Share Base With 56 Million New Shares
May 12, 2026
Blue Star Helium has issued 56,000,000 fully paid ordinary shares, expanding its share base through a placement conducted without a disclosure document under the relevant provisions of the Corporations Act. The company states it is compliant with ...
Blue Star Helium Seeks ASX Quotation for 56 Million New Shares
May 12, 2026
Blue Star Helium Limited has applied to the ASX for quotation of 56 million new ordinary fully paid shares under its ticker BNL, with the securities issued on May 12, 2026. The new shares arise from the exercise or conversion of existing options o...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 04, 2026