Helix Exploration Plc · LSE:HEX
Helix Exploration — Investor Presentation (April 2025)
14 slides from Helix Exploration's investor presentation, April 2025
Slide 1: Investor Presentation April 2025
Click to edit Master title style Click to add subtitle Investor Presentation April 2025
Slide 2: Disclaimer
Disclaimer Click to edit Master title style Click to add subtitle The information contained in this presentation has been prepared by Helix Exploration PLC (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. This presentation has not b
Slide 3: Helix Exploration: Advancing Helium Production in Montana, USA
Helix to Click Exploration edit Master title style Advancing Click to addHelium Production in Montana, USA subtitle “Our approach is simple: build scale efficiently, develop resources strategically, and deliver near-term cash flow.” CEO Bo Sears COMMERCIAL HELIUM GLOBAL PROVEN RIGHT DISCOVERY PRODUC
Slide 4: Growing Helium Market
Growing Click Helium to edit Market Master title style Positioned Click to addfor growth in a supply-constrained US market subtitle • Helium in continued and unprecedented short supply • Demand from high-tech applications continues to grow, especially in USA • Average term pricing price $500/mcf inc
Slide 5: An active year since IPO
An active Click yearMaster to edit since IPO title style Best performing Click AIM IPO of 2024 to add subtitle Helix has consistently delivered throughout 2024… Helix has seen Helix has delivered Discovery at Acquisition of Weil Fully funded for excellent price operationally with Rudyard fast track
Slide 6: Rudyard Project Summary
Rudyard Click Project to edit Summary Master title style Fast track Click to subtitle to add production • Thick Gas Column: 236ft of Darwin #1 perforated simultaneously. • High Grade Helium: assayed at 1.1% helium • Commercial Flow Rates: sustained at 2.75 Million cubic feet per day of raw gas • Two
Slide 7: Rudyard Economics
Rudyard Click Economics to edit Master title style Net Revenue Click $115m - $220m to add subtitle Rudyard Helium Production • Xebec plant acquired for $500k: 48,000Mcf/yr of Mcf/year New Wells high-grade helium, with 98.5% uptime 50,000 5 40,000 4 • Fully funded into production Summer 2025 30,000 3
Slide 8: Spring to 2025
Springto2025… Click edit Master title style Commencing Click and Active Period for the Company to add subtitle Helix is fully funded for production Drill Linda #1 Complete acquisition Secure additional Commence Complete re-fit of Enter into binding Production Well of Weil #1 Production leases to cov
Slide 9: Summer 2025
Summer Click 2025… to edit Master title style First production Click within 18 months of IPO to add subtitle • Connect 3 Production Wells to gathering system and run to plant site • Membrane unit delivery and installation • Power hook-up • Commence production • First helium sales • Revenue generatio
Slide 10: And to Beyond: Organic Growth
… AndtoBeyond Click edit Master title style Organic Click Growth to add to become a Strategic New Helium Supply subtitle Market Cap (GBP £m) • Self finance expansion to 6 - 8 wells 70 • $1.3m well cost = $4m/yr additional pre- 60 tax revenue • Peak Sustained Cashflow of $15-$20m/yr 50 after tax, roy
Slide 11: Deal Track Record
Deal Track Click Record to edit Master title style Efficiency Click in Capital to add subtitleAllocation to Deliver Growth Deal Transaction Cost Transaction Value Value Multiple Acquisition of $250,000 355 million cubic feet discovered Rudyard Project paid 60% shares / recoverable helium reserves wi
Slide 12: Ingomar Dome Project Summary
Ingomar Click Dome to edit Project Master Summary title style High grade Click to addhelium and hydrogen subtitle • Tested: Clink #1 identified stacked reservoir with best potential in Flathead Formation • Helium: 2.5% helium, one of the highest grades in Montana • Hydrogen: 55% hydrogen, highest gr
Slide 13: Why now is the time to invest in HEX
Why now Click is the to edit time to Master invest title stylein HEX StrongtoPotential Click to Outperform in 2025 add subtitle Focus on robust balance Value catalysts sheet, efficient in Q2/Q3 2025: capital Drilling and Fully funded allocation and Production moving from growth exploration into a pr
Slide 14: Contact
Click to edit Master title style Click to add subtitle Contact: David Minchin: david@helixexploration.com Bo Sears: bo@helixexploration.com
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