New Era Energy & Digital, Inc. · NASDAQ:NUAI
New Era Energy & Digital — New Era Helium — Investor Presentation (December 2024)
24 slides from New Era Energy & Digital's investor presentation, Dec 20, 2024
Slide 1: Unlocking Value in a Critical Growth Market
1 UNLOCKING VALUE IN A CRITICAL GROWTH MARKET Nasdaq NEHC INVESTOR PRESENTATION Q4/2024 1
Slide 2: Disclaimer
This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities, nor will any sale of a security occur in any jurisdiction where such an offer, solicitation or sale would be unlawful. This presentation (this “Presentation”) is provided solely for informat
Slide 3: About New Era Helium
7 About New Era Helium Globally scarce industrial gas commodity, utilized in rapidly growing high tech markets Will be US-Listed, North American helium platform positioned to participate in consolidation of exploration start-ups and midstream players Experienced executive team and board, with expert
Slide 4: Company Overview
9 Company Overview New Era Helium Corp. is a helium exploration and production company that sources helium from the Pecos Slope field located in Southeastern New Mexico in the Permian Basin. New Era has secured long-term offtake agreements (take-or-pay, fully-committed volumes) with two major intern
Slide 5: New Era At a Glance
10 [picture] [picture] [picture] [picture] [picture] [picture] Key strategic partnerships New Era At a Glance 2Q25 Expected start of delivering helium to buyers 3-stream (He, Nat Gas, Natural Gas Liquid) Revenue generation derived from three streams ~1.5 BCF 2P Helium Reserves (2) Substantial reserv
Slide 6: Key Management
Key Management ▪ Co-Founder of New Era Helium partner at Solis Partners, LLC. ▪ Mr. Gray has oil and gas experience spanning 19 years, having directly operated over 950 wells located in New Mexico, Texas, and Oklahoma since 2005. Mr. Gray has a specialization in conventional oil and gas assets Prior
Slide 7: Board of Directors
11 Board of Directors ▪ Co-Founder of New Era Helium and partner at Solis Partners, LLC. ▪ Mr. Gray has oil and gas experience spanning 19 years, having directly operated over 950 wells located in New Mexico, Texas, and Oklahoma since 2005. Mr. Gray has a specialization in conventional oil and gas a
Slide 8: Unique Properties of Helium
13 Unique Properties of Helium ▪ Colorless, odorless, tasteless gas ▪ Chemically and Radiologically inert – Helium is non-reactive and does not become radioactive ▪ Second lightest element & second smallest molecule ▪ Lightest & smallest that does not burn ▪ Helium has the lowest condensation point
Slide 9: 95% of the world's helium production is associated with natural gas
95% of the world’s helium production is associated with the production of natural gas(1) .. Helium is a non-renewable noble gas primarily obtained through the extraction and processing of natural gas reservoirs, where it is a byproduct, and plays a crucial role in various industrial applications. In
Slide 10: Typical Path to He Monetization
15 Typical Path to He Monetization Gas Field Gas Processing, Helium Extraction 98-99% Purity Gaseous He Jumbo Tube Trailer Helium Liquefaction Plant Sale to Balloon Gas Market (at Plant Tailgate) 11,000Gallon ISO Container Liquid Helium To Domestic or Overseas Helium Transfill Transport Crude to Hel
Slide 11: Helium Applications in High-Growth Sectors
Helium Applications in High-Growth Sectors Attractive Demand Growth Drivers ▪ Semiconductor Manufacturing: Helium is crucial in semiconductor manufacturing due to its unique properties as an inert gas and high thermal conductor and serves various functions throughout the manufacturing process, with
Slide 12: Global Helium Shortages
Shortage 1.0 (2006-2008) Shortage 2.0 (2011-2013) Shortage 3.0 (2018-2020) Shortage 4.0 (2022-2024) Global Helium Shortages(1) Logistical, geopolitical risks & supply chain disruptions caused significant helium shortage events 17 Depletion of the BLM’s (Bureau of Land Management) reserves (2) Outage
Slide 13: Historical Helium Pricing
Historical Helium Pricing Source: Kornbluth Helium Consulting LLC (1) Prices represented are the price for bulk liquid helium at the source sold in large quantities (>100MMscf/yr) under long term contracts (>=10 yrs.) Within the last two decades, helium prices have increased dramatically. $69 $71 $7
Slide 14: Helium's Well-Established U.S. Supply Chain Provides Global Market Access
19 Helium’s Well-Established U.S. Supply Chain will Provide New Era with Global Market Access Access to Tier-1Players Established Supply Chain Reliable Market Supplier ▪ New Era has a reliable supply of helium available for processing.(1) ▪ The Pecos Slope Plant in Southeastern New Mexico in the Per
Slide 15: Robust Helium Supply Chain from Wellhead to Customer
Robust Helium Supply Chain from Wellhead to Customer NEW ERA HELIUM CORP Helium Offtake Agreements Helium Natural Gas Natural Gas Liquids (NGL) Processing Plant for: • Helium Recovery & Purification • NGL Fractionation • Natural Gas Separation Natural Gas New Era Production New Era is constructing a
Slide 16: Sizeable Resource in a Strategic Locale
New Era holds sizeable commercial helium reserves proximal to a mature network of infrastructure Sizeable Resource in a Strategic Locale Pecos Slope New Mexico Leasehold (Helium Heat Map) ▪ Within 550 miles of 6 out of 7 U.S. helium liquefaction plants ▪ 20 miles north of Roswell, Southeastern New M
Slide 17: Helium Reserves
Helium Reserves (1) Helium sampling independently performed on 315 wells administered by New Era Helium. (2) Helium revenues are net of royalties, transportation and tolling services. Estimates are prepared by New Era Helium management (3) Expected to be listed upon the closing off the business comb
Slide 18: Long-Term Offtake Agreements with Major Helium Buyers
Attractive Long-Term Offtake Agreements in Place with Major Helium Buyers Helium Offtake Agreements Buyer Agreement #1 Tier 1Gas Co. Agreement #2 Tier 2 Gas Co. Term 10Years 10Years Quantity 50% : (16.4-18.0) MMSCF/ yr 50% : (16.4-18.0) MMSCF/ yr Mode of Delivery Bulk Gaseous Helium Bulk Liquid Heli
Slide 19: Vertical Integration Allows for Greater Monetization
Vertical Integration Allows for Greater Monetization ▪ All natural gas volumes are currently gathered and processed by IACX Energy ▪ Upon completion of the Pecos Slope Plant, we will be vertically integrated in production, processing, and midstream takeaway – a complete helium platform operation ▪ I
Slide 20: Why Invest
Why Invest STRATEGIC LOCALE Proximity to key infrastructure - 20 miles north of Roswell and within 550 miles of 6 out of 7 U.S. He Liquification plants. In close proximity to interstate pipelines and less than one mile from a major highway HELIUM PRODUCTION Producing helium TODAY(~0.003 - 1.57 MOL%
Slide 21: Thank You
Nasdaq NEHC THANK YOU 21 FOR MORE INFORMATION: Jonathan Paterson Investor Relations +1 475 477 9401 jonathan.paterson@harbor-access.com
Slide 22: Appendix
Nasdaq NEHC APPENDIX 22
Slide 23: Key Maps
Abo Gas Cum Map Abo Structure Helium Heat Map Key Maps 23 Nasdaq NEHC
Slide 24: Pecos Slope Field At a Glance
29 AT AGLANCE Pecos Slo p e Field • The Pecos Slope Field has produced nearly 600 billion cubic feet of natural gas since 1977 .. To that end, there are more than 540 proved and probable locations on the property it can drill to help expand and update its helium reserves. • To date, New Era Helium’s
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