Slide 1: Investor Meet Presentation
The primary helium company Investor Meet Presentation 16th August, London Lorna Blaisse Chief Executive Officer Sarah Cope Senior Independent Non Executive Director Graham Jacobs Financial and Commercial Director Strategic resource in an expanding market LSE AIM: HE1 helium-one.com
Slide 2: Disclaimer Statement
Disclaimer Statement The sole purpose of this Introductory document (“Document”) is to provide information on Helium One Global Ltd and its subsidiary companies (“Helium One” or “the Company”). This document is strictly private and confidential and is intended solely for the information of the recip
Slide 3: Corporate Overview
Corporate Overview Helium One Global • Phase II Drilling programme in Rukwa on track for September ’23 • 2021 well (Tai-1/-1A) encountered helium shows at multiple levels and demonstrates working helium system in Rukwa Rift Basin • Recently acquired Epiroc Predator 220 drilling rig at a discounted p
Slide 4: Helium One Global
Helium One Global High-grade, primary helium project • Currently Operate 2,964km2 licensed area in Tanzania across three basins • High-grade surface helium seeps up to 10.6% He (& nitrogen as carrier gas) • Experienced team with knowledge of the East Africa Rift System • De-risked Rukwa Basin with h
Slide 5: Focused on a 2023 Discovery
Focused on a 2023 Discovery Targeting a proven working helium system at Tai Seismic section illustrating Tai-1/-1A well with multiple helium shows W Tai-1/-1A E Intra Lake Beds TWT Top Karoo Sst TWT Intra Lake Beds Base Lake Beds Tai-C Tai-C Top Karoo Karoo Sst • Well location driven by Phase II inf
Slide 6: The Tai Helium Prospect
The Tai Helium Prospect Tai-C well path • The Tai prospect is a robust, faulted 3-way structure A Tai-C • Bound by deep-seated basement fault; likely conduit for helium migration • Known helium shows encountered at multiple levels in Tai-1/-1A well (2021) • Prospect is located 15 km from known surfa
Slide 7: Rukwa Project
Rukwa Project Rukwa Rift Basin Prospectivity • 12 Prospecting Licences held (totalling 1,898 km2) following relinquishment in September 2022 • Multiple hydrothermal springs and surface helium seeps measured up to 10.2% helium • Drilled Tai-1/-1A well in August 2021 with helium shows identified at mu
Slide 8: Operational Readiness
Operational Readiness Preparing to drill Tai-C well • Civils work on Tai-C well pad now complete • Mobilisation of rig and equipment from lay down area to Tai-C well site has begun • Leading energy technology company, Baker Hughes, contracted for their services on wireline, cementing and fluids Asse
Slide 9: Rig acquisition for September spud
Rig acquisition for September spud Epiroc Predator 220 • Recent successful acquisition of an oil and gas type rig; an Epiroc Predator 220 drilling rig • Already mobilised to Rukwa; well site rig up to commence shortly • A compact, truck mounted rig, that is quick to rig up/down • Capable of drilling
Slide 10: Balangida Project
Balangida Project Advancing our Exploration Programme • 1 Prospecting Licence held (259 km2) and renewed in September 2022 • Multiple hydrothermal springs and surface helium seeps up to 10.6% helium • 2016 and 2022 field work undertaken to validate multispectral satellite spectroscopy study • Q4 202
Slide 11: Eyasi Project
Eyasi Project Advancing our Exploration Campaign • 3 Prospecting Licences held (1,067 km2); PL 11136, PL 10705 & PL 10706 (September 2022 renewals) • Surface helium seeps measured up to 4.2% helium • Q4 2022 we undertook a large, PL 11705 4.2% He regional gravity-magnetic study with Getech (industry
Slide 12: Business in Tanzania
Business in Tanzania Long established relationships in country • Tanzania Government are receptive to foreign and domestic investment, and contribute to rapid economic growth • President Samia Suluhu Hassan has created a business- friendly environment (since March 2021) • Tanzania currently stands a
Slide 13: Environmental, Social & Governance (ESG)
Environmental, Social & Governance (ESG) Summary for 2022 • Our ESG projects are linked to operational phases to maximise impacts in the local area • In 2022 Helium One completed five projects in the Rukwa area Meeting with village Chairmen in Rukwa CLOs meeting with Songwe Police Commander • The pr
Slide 14: Helium properties and usage
Helium properties and usage High-tech, high-value, high-growth applications • Unique properties for a range of high-tech applications 2021 • Lowest boiling point of any gas (-269°C) • Highest thermal conductivity; essential for semi-conductors 2019 Medical • MRI Scanners • Smallest molecular size; p
Slide 15: Helium Market
Helium Market Supply and demand • Several contributing factors to helium shortage • 2019 closure of US federal reserve triggered supply shock • Russia invasion of Ukraine and Linde withdrawal from Amur removed 2.0Bcf (~25%) of future supply • Algeria bypassing LNG process and He recovery - piping di
Slide 16: Helium Pricing Trends
Helium Pricing Trends Global import price of helium • No market price for helium; contract driven • Trades in USD at wholesale level • Sales to end users as bulk liquid or bulk gas Import prices^ in January 2023 were up 39% to US$457/mscf • Major helium distributors sell to: - end users in markets w
Slide 17: Summary
Summary Primary Helium Explorer Focused on Tanzanian Helium Three project areas Surface helium Rig ownership discovery to in globally strategic concentrations up Team fully focused enables optionality become one of the primary Helium to 10.6% He on Drilling in and fast track to leading producers pro
Slide 18: Board of Directors and Management
Board of Directors and Management Highly experienced team focusing on delivering success JAMES SMITH LORNA BLAISSE NIGEL FRIEND SARAH COPE RUSSEL SWARTS Non-Executive Chairman Chief Executive Officer Non-Executive Director Senior Independent Non-Executive Director Non-ExecutiveDirector 30 years of e
Slide 19: Contact us
The primary helium company Contact us Email: info@helium-one.com Telephone: +44 (0) 20 3978 5320 LSE AIM: HE1 helium-one.com