Helium One Global Limited · LSE:HE1
Helium One Global — Shareholder Meeting (February 2023)
18 slides from Helium One Global's shareholder meeting presentation, Feb 15, 2023
Slide 1: Annual General Meeting
The primary helium company Annual General Meeting 15th February 2023 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 Capital Structure AIM:HE1 • Improved understanding of basin prospectivity from Sector Industrial Minerals extensive subsurface database and Phase II Seismic Cash (31 Dec) USD $13.7m • Experienced management with a track record of success Shares 820,279,002 • Low CAPEX d
Slide 4: Helium: properties & demand
Helium: properties & demand 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- 2019 Medical • MRI Scanners conductors • Assisted Breathing • Smal
Slide 5: Helium Supply vs. Helium Shortage
Helium Supply vs. Helium Shortage • 2019 closure of US federal reserve triggered supply shock Helium Supply Demand orecast an • Russia invasion of Ukraine and Linde withdrawal from Amur removed 2.0Bcf (~25%) of future supply • Algeria bypassing LNG process and He recovery - piping directly Billion C
Slide 6: Helium One: A Globally significant asset
Helium One A Globally significant asset • Currently Operate 2,964km2 licensed area in Tanzania • High-grade surface seeps up to 10.6% He • Experienced team with knowledge of the East Africa Rift • De-risked Rukwa Basin with helium shows identified at multiple prospective intervals in Tai-1/-1A well
Slide 7: 2022-23 Active Work Programme
2022-23 Active Work Programme Data acquisition and integration 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 Phase II 2D seismic Process & Interp ERT Survey Acquisition Pro & Integrate Seep analysis Fieldwork Balangida Regional Study Regional grav-mag study Eyasi & Balangida Rig selection
Slide 8: Focused on a 2023 Discovery
Focused on a 2023 Discovery Targeting a proven working Helium system at Tai W Tai-1/-1A E Intra Lake Beds TWT Top Karoo Sst TWT Intra Lake Beds Base Lake Beds Well-1 Well-1 Well-2 Well-2 Top Karoo Karoo Sst • Well location driven by Phase II infill 2D seismic • Closure at Lake Bed level not previous
Slide 9: Rig Update
Rig Update Planning for Rukwa Phase II Drilling Campaign • Team is fully committed to Phase II Drilling in Rukwa with a re-drill of the Tai prospect with a new well (to ~1300m) • Currently engaging with several rig contractors • Active discussions ongoing amidst a dynamic rig market • A preferred ri
Slide 10: Rukwa Project
Rukwa Project 2023 Annual General Meeting • 12 Prospecting Licences held (totalling 1,900 km2) following selective relinquishment in September 2022 BANGWELU • Multiple hydrothermal springs and surface helium BLOCK Lake Rukwa seeps measured up to 10.2% helium • Drilled Tai-1/-1A well in August 2021 w
Slide 11: Rig Site Preparations
Rig Site Preparations HSE focus and community engagement • Operations for 2023 are focussing on preparations for and the execution of a safe and successful drilling programme • Helium One are fully compliant regarding environmental rules and regulations ➢ we have undertaken a detailed drone survey a
Slide 12: Geophysical Data Acquisition
Geophysical Data Acquisition AGG data integration, Phase II seismic and ERT surveys • Interpretation of Phase II 2D seismic has improved our understanding of the Tai structure and an optimally position Tai-C well • Evaluation of Phase II 2D seismic now complete with Tai remaining our largest, ‘must
Slide 13: 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 10.6% He
Slide 14: Eyasi Project
Eyasi Project Advancing our Exploration Campaign • 3 Prospecting Licences held (1,067 km2); PL 11136, PL 10705 & PL 10706 (September 2022 renewals) Lake Eyasi • Surface helium seeps measured up to 4.2% helium 4.2% He • Q4 2022 we undertook a large, PL 11705 regional gravity-magnetic study with Getec
Slide 15: 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 5 projects in the Rukwa area spending $25,000 Meeting with village Chairmen in Rukwa CLOs meeting with Songwe Police Comm
Slide 16: Summary
Summary Primary Helium Explorer Focused on Tanzanian Helium discovery to become one of the leading producers of ‘green’ Helium Three project areas in globally strategic primary Helium province with 100% ownership Vibroseis trucks in Rukwa, 2021 Surface helium concentrations up to 10.6% He across all
Slide 17: Board of Directors and Management
Board of Directors and Management Highly experienced team focusing on delivering success IAN STALKER LORNA BLAISSE JAMES SMITH ROBIN BIRCHALL NIGEL FRIEND SARAH COPE Non-Executive Chairman Chief Executive Officer Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Dire
Slide 18: 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
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