Avanti Helium Corp. · TSXV:AVN
Avanti Helium — Investor Presentation (August 2022)
32 slides from Avanti Helium's investor presentation, August 2022
Slide 1: Investor Presentation Aug. 2022
Investor Presentation Aug. 2022 TSXV: AVN | OTC: ARGYF
Slide 2: Disclaimer
Disclaimer This presentation has been prepared as of August 2022 (the statements of historical fact, information contained herein relating to the inherent uncertainties and challenges present “Presentation”) for information purposes only and does not constitutes forward-looking statements and includ
Slide 3: Quote from Peter Wothers on helium
We're going to be looking back and thinking, I can't believe people just used to fill up their balloons with it, when it's so precious and unique Peter Wothers - Cambridge University - Chemist -
Slide 4: Why Helium
Why Helium Helium is the second most abundant element in the universe but extremely rare on earth. As a noble gas, Helium is not combustible. It has properties that make it irreplaceable for industrial applications like fibre OTC: ARGYF optic cables, data centres, semiconductor manufacturing, medici
Slide 5: Fastest Growing Uses
Fastest Growing Uses MEDICAL INDUSTRY CRYOGENICS WWW ELECTRONICS Helium is mandatory for MRI Helium is the only element that High Speed Internet, fibre optic Electronics & Semiconductors require machines which require 800 can come close to reaching cables must be manufactured helium to be used at di
Slide 6: Demand Constituents of Helium
Demand Lifting Gas 17% MRIs Constituents 30% Analytical/ Engineering/ Laboratory Scientific of Helium Applications Applications 14% (USA) Leak Detection Other Welding 14% 9% Semiconductor Manufacturing 6% 5% 5% Source: US Geological Survey, Cormark Securities Inc.
Slide 7: Fueling the High Tech Future
Fueling the High Tech Future THE REACTOR HELIUM COOLING WORLD’S LARGEST FIBRE OPTIC CABLE OF THE FUTURE PARTICLE ACCELERATORS DILUTION REFRIGERATOR MANUFACTURING Superconducting coils are cooled with At the European Organization for Quantum computing relies on After fiber-optic glass is drawn into f
Slide 8: Where is Helium Found?
Where is Helium Found? OTC: ARGYF Helium is found by drilling wells, similar to natural TSX: AVN gas. It is formed from radioactive decay of heavy elements like Uranium and Thorium. Avanti Helium - Investor Presentation Helium can be trapped deep under hard non- porous rock where it cannot escape. G
Slide 9: Helium Generation and Trapping
Helium Overlaying Layers Generation 4 OTC: ARGYF and Trapping 3 Reservoir TSX: AVN 2 Model 5 Avanti Helium - Investor Presentation 1. Helium is generated by the decay of uranium and thorium in the basement rocks U Th Th 2. Once released from the source rock, helium Th can interact with formation wat
Slide 10: Rising Demand & Geopolitical Risk to Supply
Rising Demand & Geopolitical Risk to Supply OTC: ARGYF 300 6.5% CAGR Demand Growth on our 250 base case between '20 - '25 TSX: AVN Million Cubic Meters 200 Avanti Helium - Investor Presentation Russia supply lost for 150 how long? 100 Algeria supply lost 50 for how long with LNG diversion to Europe?
Slide 11: U.S. Helium Production
U.S. Helium Production OTC: ARGYF The US is the world’s largest producer, TSX: AVN accounting for roughly 40% of supply. However, the US National Helium Reserve in Amarillo, Texas, the world’s single largest source of helium Avanti Helium - Investor Presentation for the past 70 years, is now exhaust
Slide 12: Historical Pricing
Historical Pricing OTC: ARGYF Historical Crude Helium Prices TSX: AVN US $/mcf Avanti Helium - Investor Presentation BLM Crude He Sale Prices (US $/mcf) Source: BLM Auction Sale Prices (US $/mcf) Bureau of Land USGS Grade A price estimates (US $/mcf) Management, USGS 12
Slide 13: Separation & Purification
Separation & Purification OTC: ARGYF Typical Nat Gas Steps if Necessary TSX: AVN Dehy, Sweetening etc. Avanti Helium - Investor Presentation Membrane Separation Pressure- or Temperature- Swing Adsorption Cryogenic Separation & Liquefaction 13
Slide 14: Supply Chain
Supply Chain Pipeline Crude He (~80-90%+) or Truck Liquification OTC: ARGYF ▶ Hugoton Producers ▶ BLM ▶ Air Products ▶ Praxair ▶ ExxonMobil ▶ Other ▶ Linde ▶ IACX, etc. ISO Container TSX: AVN and Truck Primary Liquid He Distribution Avanti Helium - Investor Presentation ▶ Air Products ▶ Messer ▶ Air
Slide 15: Quote from Matshona Dhliwayo
"In a world full of game players, the only way to set yourself apart is to be a game changer" Matshona Dhliwayo
Slide 16: Management Team
Management Team CHRIS BAKKER GENGA NADARAJU DR. JIM WOOD CHAD LERNER MBA, CEO VP – Subsurface PHD, Director - Geoscience Director – Land & Business Development Chris Bakker has over two decades of Genga Nadaraju has over two decades of James Wood has over 30 years of experience Chad Lerner has over
Slide 17: Our Process
Our Process OTC: ARGYF ▶ G&G team has built a proprietary geological TSX: AVN model to understand helium migration and accumulation at a fundamental level. ▶ Approach and methodology is similar to that Avanti Helium - Investor Presentation used to identify and assess the Montney. ▶ Reviewed 30+ oppo
Slide 18: Greater Knappen
Greater Knappen
Slide 19: Opportunity Highlight
Opportunity Highlight ~78k 100% ~0.5-2% Stacked Pay Acres of Helium Operatorship Helium Content Helium Target Zones OTC: ARGYF Prospective Land LAND ACQUISITION ▶ Strategic and targeted approach in Alberta and Montana. TSX: AVN ▶ Focused in high-graded area for helium exploration. GEOLOGY AND HELIUM
Slide 20: Greater Knappen Prospect Areas
Greater Knappen Prospect Areas GREATER KNAPPEN CONSISTS OF SEVERAL DEVELOPMENT AREAS Alberta Crown acquisition Montana private OTC: ARGYF ▶ Knappen owner acquisition SOUTHERN ALBERTA ▶ Aden ▶ Kicking Horse ▶ Sweetgrass ▶ Keith 1 2 TSX: AVN Avanti Helium - Investor Presentation 3 4 5 NW MONTANA Avant
Slide 21: Avanti Contingent Resources Report WNG Discovery Pool
Avanti Contingent Resources Report WNG Discovery Pool Volumes ▶ WNG 11-22 well plus 2 additional wells in the WNG 11-22 pool Helium (mmcf) Nitrogen (mmcf) ▶ Drill, Complete, Tie in Costs US $2.5MM / Well ▶ Facility costs including installation US $10MM 187 1660 Prepared by McDaniel's Associates July
Slide 22: Leader Saskatchewan
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Slide 23: Opportunity Highlight
Opportunity Highlight OTC: ARGYF ~80k 100% ~1% TSX: AVN Acres of Helium Operatorship Helium Content Prospective Land Avanti Helium - Investor Presentation SW Saskatchewan is the hub of western Canadian helium activity. The leader area in SW Saskatchewan contains three helium exploration permits for
Slide 24: Leader Prospect Areas & Timeline
Leader Prospect Areas & Timeline OTC: ARGYF Q3 - Q4, 2021 Executed to Date SASKATCHEWAN Technical work and land prospecting. SW SASKATCHEWAN ALBERTA TSX: AVN Q1, 2022 Executed to Date Land Acquisition: Acquired helium permits in SW Saskatchewan. Avanti Helium - Investor Presentation Q2, 2022 Execute
Slide 25: Leader Resources & Development Potential
Leader Resources & Development Potential Avanti is planning to acquire seismic data on numerous geological prospects within our existing permits, with the goal of confirming basement structures and firming up drilling locations. We will also continue to expand the current land position, applying for
Slide 26: Focused on Exploration, Development and Production of Helium
Avanti Helium is Focused on the Exploration, Development and Production of Helium Across Western Canada and the United States To date Avanti has completed the acquisition of several helium prospective assets within the Greater Knappen area. Avanti continues to evaluate and identify additional helium
Slide 27: Canadian Helium Production
Canadian Daily Helium Production (mcf/d) 70 Helium 60 Production 60 OTC: ARGYF 50 50.6 45 40 40 TSX: AVN 30 30 29 Source: Petrinex and Geoscout database, production data up to Oct - Dec 2021 20 22 Avanti Helium - Investor Presentation Note: IAC Wilhelm #1, only total production was 10 13.3 12 availa
Slide 28: Project Timeline 2021-22
Project Timeline 2021-22 ACQUISITION Acquired acreage in Greater Knappen G&G EVALUATION ~ 77,000 acres ACQUISITION DRILLING Follow-up technical SEISMIC Finalize AOI #1 PROGRAM work from drilling & Acquired 2D and (Additional prospect) Start drilling completion results RESOURCE 3D Data in Greater pro
Slide 29: Thank You!
THANK YOU! TSXV: AVN | OTC: ARGYF Avanti Helium Investor Relations 100, 750 11 Street SW Calgary, AB, T2P 3N7 403-384-0409 investors@avantihelium.com
Slide 30: Supplemental Slides
Supplemental Slides Investor Presentation TSXV: AVN | OTC: ARGYF
Slide 31: Avanti Share Capital
Avanti Share Capital Issued 58,184,982 Warrants 5,275,546 Options 4,880,000 Fully Diluted 68,340,528 Avanti Helium - Investor Presentation - 31 -
Slide 32: Commercial Grades of Helium
Commercial Grades of Helium Grade Purity Description Used in the manufacturing of semiconductor chips and for scientific research, MRI Grade 6 99.9999% machines and for gas chromatography. Derived through liquifaction process. Like Grade 6 helium, it is generally considered "research grade". Similar