Avanti Helium Corp. · TSXV:AVN
Avanti Helium — Investor Presentation (May 2024)
30 slides from Avanti Helium's investor presentation, May 2024
Slide 1: Corporate Presentation May 2024
CORPORATE PRESENTATION MAY, 2024
Slide 2: Disclaimer
Disclaimer This presentation has been prepared as of May 2024 (the “Presentation”) for information purposes only Additional Information and Cautionary Statements on WNG 11-22 All of the resources classified as contingent are considered to be discovered, and as and does not constitute an offer or sol
Slide 3: 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 Strategic Evaluation We employ a targeted approach and selection methodology to evaluate and prioritize multiple Helium assets in helium assets across Western SW Saskatchewan
Slide 4: Our Process
Our Process Avanti has built a proprietary geological model to understand helium migration and accumulation at a fundamental level. Approach and methodology are similar to that used to identify and access conventional plays. We have acquired several helium assets and proven production in our asset i
Slide 5: Exploration & Development
Exploration & Development Development: Exploration: Greater Knappen Proved initial helium pool surrounding Montana – licensed Keith 14-13 the WNG 11-22 well, in northwestern well in new pool SE of WNG 11- Montana. 22. Published third-party preliminary Alberta – licensed Aden 12-4 resource estimate o
Slide 6: Management & Technical Team
Managment & Technical Team Chris Bakker, MBA Brad Paterson Genga Nadaraju Cam Buss, P.Eng CEO, DIRECTOR CFO VP-SUBSURFACE, DIRECTOR VP-OPERATIONS Chris Bakker has over two decades of experience in oil and Cam Buss is a professional engineer with 28 years’ D. Brad Paterson has over 28 years’ experien
Slide 7: Management & Technical Team
Managment & Technical Team Duane Jenkins Chad Lerner Carter Chalmers SENIOR RESERVES DIRECTOR LAND & BUSINESS DIRECTOR MARKETING & ENGINEER DEVELOPMENT CORPORATE DEVELOPMENT Duane Jenkins is a professional engineer with over 30 years of Chad Lerner has over 23 years of experience in many aspects of
Slide 8: Helium Use Growth
Helium Use Growth MEDICAL INDUSTRY CRYOGENICS WWW COMPUTERS Helium is mandatory for MRI machines Helium is the only element that can High Speed Internet, fibre optic Helium filled hard drives offer 50% which require 800 litres of Helium. come close to reaching absolute zero. cables must be manufactu
Slide 9: Rising Demand & Geopolitical Risk To Supply
Rising Demand & Geopolitical Risk To Supply Supplies from Russia, Qatar, Algeria are more sensitive to geopolitical risks U.S, Canada and Australia are expected to produce smaller share of the global helium supply, exposing the western world to helium dependence 10 Corporate Presentation
Slide 10: Alberta & Montana
ALBERTA & MONTANA Cavanti helium
Slide 11: Alberta & Montana
Alberta & Montana ~78,000 acres of leases/licenses in Northwestern Montana and Southern Alberta. Initial exploration activities in Greater Knappen. Drilled and cased 3 wells. Two wells in Sweetgrass capable of total gas production of ~18,500 MMcf/d with 1.1% He. First Helium production in late Q3/Q4
Slide 12: Greater Knappen Overview
Greater Knappen Overview ~74K Acres of Prospective Helium land 100% Operatoship 1%-2% Helium Content Pure Play with 97.5% Nitrogen 200 Net Helium Flow Rate Per Day Mcf/d Total Helium Rate (flow test) peer group in the last 20 years 150 100 Avanti’s WNG 10-21 Well during drilling in 2022 50 An area w
Slide 13: Sweetgrass Structure
Sweetgrass Structure 400m 350m Elevation Gain (M) 300m 250m 200m 150m 100m 50m 0m 400m 350m Elevation Gain (M) 300m 250m HighCase 200m Medium Case 150m 100m Current Case 50m 0m 14 Corporate Presentation
Slide 14: Sweetgrass Pool Overview
Sweetgrass Pool Overview Canada US Border Between In January of 2023 McDaniel Associates Alberta and Montana prepared a Contingent and Prospective Contingent Resources resources estimate for both the sweetgrass Contains Avanti’s WNG 10- 21 and 11-22 wells within pool and Greater Knappen. the sweetgr
Slide 15: Sweetgrass Helium Production
Sweetgrass Helium Production In July 2023, Avanti signed a midstream agreement with IACX to build, fund, and operate a Helium Recovery Unit (HRU) at the Sweetgrass Pool in Greater Knappen, Montana. The HRU plant is expected to come online in late Q3 / early Q4 2024 at 10 MMcf/d raw gas equating to ~
Slide 16: Timeline
Sweetgrass Pool Production Timeline 2024 Production: Commencing in late Q3 / Q4 2024, Avanti will have 99.999% Q3/Q4 2.5 ~22 liquid helium in production. COMMENCEMENT MONTHLY ISO’S YEARLY ISO DATE AVAILABLE TOTAL 2025 Production: Mar 1 3.75 ~38 COMMENCEMENT MONTHLY ISO’S YEARLY ISO DATE AVAILABLE TO
Slide 17: 2024-2025 Greater Knappen Tentative Development Plan
2024-2025 Greater Knappen Tentative Development Plan Greater Knappen Exploration and Development McDaniel Aden Pool Area P501 Wells Drilled 2024-25 Drill Future well Resource Prospect area 1 Case1(acres) to date Forecast count designation Sweetgrass West 1,633 2 1 1 Contingent Police Coulee Sweetgra
Slide 18: Leader Saskatchewan
LEADER SASKATCHEWAN Cavanti helium
Slide 19: SW Saskatchewan
SW Saskatchewan Avanti acquired the Saskatchewan helium permits in 2022 based on the Company’s detailed geological models and technical assessment. Avanti’s acreage is now surrounded by other helium company land holdings, and by mid 2022 most of the prospective acreage in the SK helium fairway was t
Slide 20: SK Leader Prospect Permits
SK Leader Prospect Permits ~91K Acres of Prospective Helium land 100% Operatorship Abby Burstall Kyle ~1% Helium Content The permit areas are named according to the strike area; Maple Ridge, Fox Valley, Burstall, Abbey and Kyle. Saskatchewan Avanti’s helium permits were selected strategically rather
Slide 21: Thank You
Thank You Avanti Helium Corp 1810, 840 7 Ave SW Calgary, Alberta Canada T2P 3G2 Telephone Website +1-403-384-0409 avantihelium.com Text
Slide 22: Demand Constituents of Helium USA
Other 14% Semiconductors MRI's Demand 5% 30% Engineering Science Constituents Of 6% Leak Detection Helium USA 5% Welding 9% Lifting Gas Source: US Geological Survey, Cormark Securities Inc. 17% Lab Applications 14% 23 Corporate Presentation
Slide 23: Where is Helium Found?
Where is Helium Found? Helium is found by drilling wells, similar to natural gas. It is formed from radioactive decay of heavy elements like Uranium and Thorium. Helium can be trapped deep under hard non- porous rock where it cannot escape. Gravity can’t trap helium from escaping the atmosphere. Our
Slide 24: 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 optic cables, data centres, semiconductor manufacturing, medicine / MRI m
Slide 25: Helium Generation And Trapping Model
Helium Generation And Trapping Model 1. Helium is generated by the decay of uranium and thorium in the basement rocks. 2. Once released from the source rock, helium can interact with formation water. 3. Formation water carries the dissolved gases as it ascends. 4. When the water contacts a pre-exist
Slide 26: U.S. Helium Production
U.S.Helium Production The US is the world’s largest producer, accounting for roughly 40% of supply. However, the US National Helium Reserve in Amarillo, Texas, the world’s single largest source of helium for the past 70 years, is now exhausted. Where will the replacement helium come from? In January
Slide 27: 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 incredibly After fiber-optic glass is d
Slide 28: Supply Chain
Supply Chain Crude He ~80%-90% Liquefaction HUGOTON PRODUCERS BLM AIR LIQUIDE LINDE PIPELINE OR TRUCK EXXON AIR PRODUCTS, ETC EXXON MOBIL OTHERS ISO CONTAINER AND TRUCK Primary Liquid He Distributors AIR PRODUCTS AIR LIQUIDE MESSER LINDE EXXON PRAXAIR MATHESON ISO CONTAINER AND ISO CONTAINER AND TRU
Slide 29: Separation & Purification
Separation & Purification Typical Nat Gas Steps If Necessary Dehy, Sweetening etc. Membrane Separation Pressure or Temperature Swing Absorption Cryogenic Separation & Liquefactiontion 30 Corporate Presentation
Slide 30: Commercial Grades Of Helium
Commercial Grades Of Helium Grade Purity Description Used in the manufacturing of semiconductor chips and for scientific research, MRI machinesand for gas chro Grade 6 99.9999% matography. Derived through liquifaction process. Like Grade 6 helium, it is generally considered "research grade". Similar