Noble Helium Ltd. · ASX:NHE
Noble Helium — Noosa Mining 2022
15 slides from Noble Helium's conference presentation, Nov 11, 2022
Slide 1: Securing the Future of Helium
November 2022 For personal use only Securing the Future of Helium Noosa Mining 2022 Conference Presentation ASX: NHE noblehelium.com.au
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Noble Helium Limited (ACN 603 664 268) (Noble Helium or Company) and contains background information about Noble Helium’s current situation at the date of this presentation. The presentation is in summary form and does not purpo
Slide 3: Corporate Snapshot
Corporate Snapshot MAJOR SHAREHOLDERS FULLY DILUTED For personal use only Other Shareholders Kent Masters MARKET CAP CASH Justyn Wood 5.1% 33.2% $31.6M* $10.3M Shoki Pty Ltd 12% Share Price: $0.15 27 October 2022 TOTAL SHARES TOTAL OPTIONS Noble Helium’s Share Price and Volume 210.6M 84M $0.45 14,00
Slide 4: Un-substitutable Critical Raw Material
Un-substitutable Critical Raw Material For personal use only MRI SEMI-CONDUCTORS SPECIALIST FIBRE OPTICS WELDING AEROSPACE ASX:NHE 4
Slide 5: Helium Dependent Technology
Helium Dependent Technology Global Market Size: Est US$5billion Enables $Trillions in economic activity For personal use only Demand Growth Helium Demand by Application Semiconductors MRI • Semiconductor fabrication demand for helium is forecast to grow at Semiconductor 4% 3% 11.3% CAGR by 2026 – an
Slide 6: Helium vs Natural Gas
Helium vs Natural Gas For personal use only • Same exploration concepts, process and technologies • Liquid Helium sells at up to 50 times the price of LNG • Similar finding/production cost per Mcf but significantly less capital required to commercialise = higher margin using proven technology • Disc
Slide 7: Why Noble Helium?
Why Noble Helium? For personal use only • Tanzania hosts a globally unique helium system • Helium surface emissions at up to 18% • Four key projects in the best acreage in the most prospective untested helium system on the planet • Deep exploration know-how in the East African Rift System • Rukwa Ba
Slide 8: Operating in Tanzania
Operating in Tanzania Knowledge transfer and community engagement programs For personal use only • Tanzania has long been regarded one of the most • 100% Tanzanian national FTEs • Sponsored a training course on stable places in Africa to do business. incl Country Manager Joe geophysical exploration
Slide 9: Tanzanian Prospecting Licences
Tanzanian Prospecting Licences For personal use only • 5,464km2 of premium helium exploration acreage in Tanzanian section of the East African Rift System (EARS) with direct access to port in Dar es Salaam • Globally unique helium geology – EARS cutting across 2-3 billion year old Tanzanian Craton 2
Slide 10: Basin Margin Fault Closure vs Intra-Basinal Fault Closure
Basin Margin Fault Closure VS Intra-Basinal Fault Closure (BMFC) 100% success rate ~30% success rate For personal use only • Same play type that opened • 100% success to date for oil • Sediments sealing against • Low success rate for oil and EARS for oil & gas exploration and gas in EARS basins of s
Slide 11: Flagship Project North Rukwa
Flagship Project North Rukwa For personal use only • Exploration fast-tracked by historical oil & gas success in East Africa Rift and legacy dataset of 2D seismic and wells, circa US$50m to replace • Netherland Sewell & Associates: Nine leads, summed unrisked Pmean Prospective Helium Resource 176 Bc
Slide 12: Upcoming Exploration Activities
Upcoming Exploration Activities Potential Value Catalysts For personal use only Wet Season Process Soil Gas & AGG & Interp Process 3D Seismic Acquisition & Interp Resource Resources Update Targeting Drill targets and farmout Drilling Plan & Mobilise for 2 exploration wells #1 #2 2022 Q3 2022 Q4 2023
Slide 13: Exclusive Helium Atlas
Exclusive Helium Atlas For personal use only Russia Canada Global Helium Database Poland to Drive Asset Expansion United States Qatar China • Exclusive 5-year agreement with Algeria India global helium experts for access to world first helium Atlas. • Will facilitate identification of additional pro
Slide 14: Why Invest in Noble Helium?
Why Invest in Noble Helium? For personal use only STRATEGIC SUBSTANTIAL EXPERIENCED HELIUM COMMODITY LANDHOLDING TEAM ATLAS Helium is a noble gas 5,464km2 of premium Proven success and Exclusive access to with significant supply green helium acreage global network in the unique global helium problem
Slide 15: Thank you
For personal use only Thank you. Contact Us: T: + 61 (0)8 9481 0389 E: info@noblehelium.com.au Registered Office Noble Helium Limited Level 8, London House 216 St. Georges Terrace, Perth Western Australia 6000