Helios Energy Ltd · ASX:HE8
Helios Energy — Investor Presentation (September 2025)
26 slides from Helios Energy's investor presentation, Sep 10, 2025
Slide 1: Helios Energy Limited
Helios Energy Limited Sweet and Sweeter: Unconventional & Conventional Potential A Defined Path Ahead: Unconventional Sweet Spot and New Conventional Targets Identified and Drill Ready Strategy now set for Maximum Impact September 2025 ASX Code: HE8 HELIOS ENERGY LIMITED 1
Slide 2: A Defined Path Ahead
A Defined Path Ahead Unconventional Sweet Spot & Conventional Oil Targets Identified 1: Unconventional Play Sweet Spot1 Identified Over 60,000 gross prospective acres identified through 4 wells and US$40mn invested, ~140mmboe resource identified (2C Best Estimate) Updated Strategy: Technical work in
Slide 3: Investment Highlights
Helios Energy Investment Highlights In the Right Place, at the Right Time, with the Right Asset ★ The Right Location: Strategically close to Permian Basin infrastructure and services. ★ High Quality Acreage: Derisked with 4 wildcat wells drilled – forward planning with industry leader W.D. Von Gonte
Slide 4: Strategy now set for Maximum Impact
Strategy now set for Maximum Impact Strategic Objective: Maximum Return from Minimum Spend Helios has spent over $40m defining the Ojinaga and Eagle Ford Unconventional Play fairways in West Texas Ojinaga potential alone extends over 60,000 acres and ~140mmboe (2C Best Estimate) of Presidio Project
Slide 5: Regulatory Environment Supports Strategy
Regulatory Environment Supports Strategy 'Drill Baby Drill’ – Taking part in America’s next Energy Boom HELIOS ENERGY LIMITED 5
Slide 6: Strategic Location – Close to Services / Infrastructure
Strategic Location – Close to Services / Infrastructure Proximal to Permian Basin, access rigs and services ★ The Presidio Oil & Gas Project is located 250 miles (or 5 hours by truck) from Midland, Texas which is the epicenter of the Permian Basin oil industry. ★ All rigs, supplies and services requ
Slide 7: The Unconventional Story
The Unconventional Story HELIOS ENERGY LIMITED 7
Slide 8: Presidio - An Unconventional History
Presidio - An Unconventional History HE8 Discovered a Large Unconventional Resource ★ Geologically derisked, 4 wells drilled over 5.5 miles. 3 Vertical Wells, 1 Horizontal Well ★ 2017: Drilled 141 #1 discovery and 113 #1 wells tested Oil and Gas Upper Cretaceous ★ 2018: 2D & 3D Seismic San Carlos ★
Slide 9: Discovered – A Regional Unconventional Play
Discovered – A Regional Unconventional Play Total Play Area 100,000 acres ★ The Ojinaga Formation (Upper, Middle and Lower) and the Eagle Ford Shale Formation (Upper and Lower) show up clearly on both 2D and 3D seismic and are easily mapped ★ HE8 42 miles of 2D seismic, 2 square miles of 3D seismic
Slide 10: Ojinaga – A High Quality Oil Play
Ojinaga – A High Quality Oil Play Recoverable Resource ~140mmboe (2C Best Estimate)1 ★ The geochemistry and shale analysis indicate that the Presidio Oil & Gas Project is currently in the volatile oil generation stage with Vitrinite Reflectance (Ro) 1.0 – 1.2 ★ The oil produced has similar biomarker
Slide 11: Already Discovered Large Resource
Large Resource Already Discovered 17.5 MMBOE of 2C ‘Net’ Contingent Resources identified ★ Independent Contingent Resource Report validated the scale and quality of the Presidio Project in West Texas ★ Report estimated a 2C Contingent Resource Net to HE8 of 17.5 MMboe (based on HE8 NRI acreage posit
Slide 12: Additional Upside With Further Material
With Further Material Additional Upside Further Zonal and Regional upside ★ Only hydrocarbons in the Lower Ojinaga currently classified as Contingent Resources – Development On Hold ★ Other identified hydrocarbon bearing zones (the Upper OJ, Middle OJ, Upper EGFD, and Lower EGFD) may be included bas
Slide 13: Presidio – Unlocking the Potential
Presidio – Unlocking the Potential HE8 Discovered a Very Large Unconventional Resource ★ Helios has spent over $40m defining the Ojinaga and Eagle Ford Unconventional Play fairways in West Texas ★ Ojinaga potential alone extends over 60,000 acres and >140mmboe (Best Estimate) of Presidio Project Gra
Slide 14: Unconventional Strategy – Target the Sweet Spot
Unconventional Strategy – Target the Sweet Spot Current 7,238 leased acres, Targeted Sweet Spot initial ~ 15,500 ★ Commence leasing program to secure initial ~15,500 acres targeting the Sweet Spot ★ Strategy of seeking Maximum Return / Minimum Spend ★ Once acreage secured, HE8 believes given the hom
Slide 15: Re-rating the Sweet Spot - Valuation Upside
Re-rating the Sweet Spot - Valuation Upside Producing Permian Acreage Values US$18,000+ ★ Pitt Street estimated that recent transaction values for producing acres in the Permian Basin averaged circa came in at around US$54,000 per net acre (see Figure below). ★ Given the more remote location for the
Slide 16: De-risking the Sweet Spot
De-risking the Sweet Spot Current 7,238 leased acres, Targeted Sweet Spot initial ~ 15,500 ~100,000 Acres Tested Next Steps Evaluated (2D&3D) ~100,000 acres in Presidio County Four Wells Drilled Production Restart 4 wells drilled over 5.5 miles. 3 HE8 is bringing two wells on to Vertical Wells
Slide 17: The Conventional Story
The Conventional Story HELIOS ENERGY LIMITED 17
Slide 18: High Impact Conventional Targets Identified
High Impact Conventional Targets Identified Several Conventional Targets Identified ★ Prior work in Presidio County focused on the unconventional potential of the Eagle Ford and Ojinaga fractured shales ★ HE8 has been working to identify the sweet spot of this play and identify key well locations wi
Slide 19: Identified Multiple Conventional Targets
Identified Multiple Conventional Targets A Potential Game Changer Potential Example New Well Locations HELIOS ENERGY LIMITED 19
Slide 20: An Example Target
Strategy – Rank & Farm Out An Example Target State Helios PL 140-1: > 10mmbo Un-Risked Resource Potential ★ Prospect is 2 fault blocks up-dip from proven pay in 52-1. Structure confirmed on seismic ★ Unconventional reservoirs are similar to neighboring wells. Conventional reservoirs in San Carlos an
Slide 21: Corporate Snapshot - Execute the Strategy
Corporate Snapshot - Execute the Strategy A Revitalized Team with Energy and Investment Experience Board of Directors Capital Structure1 Philipp Kin Managing Director & CEO Share Price $0.014 18+ years in the Energy & Mining sectors, specializing in analysis, financing, and deal structuring. Formerl
Slide 22: 2025 - Strategy Reset
2025 - Strategy Reset A Year of Significant Progress – Platform for Success Timing Activity Management Change New MD & CEO Philipp Kin appointed 15th November 20241 Houston based firm renowned for world-class geological, engineering and W.D. Von Gonten Engineering laboratory services. WDVG will brin
Slide 23: Timeline of Activity
Timeline of Activity Next 12 months potential to be transformational for HE8 3Q 4Q 1Q 2Q 3Q 4Q Helios Energy Activity Plan CY25 CY25 CY26 CY26 CY26 CY26 Unconventional Start Production from 2 Wells Lease initial ~15,500 Acres Drill Well 5 Drill Well 6 Conventional Rank Prospects Farm Out Process inc
Slide 24: Disclaimer
Disclaimer Competent Person’s Statement and Key Risks Risks An investment in New Shares is subject to known and unknown risks, some of which are beyond the control of the Company. The Company does not guarantee any particular rate of return or the performance of the Company and nor does it guarantee
Slide 25: Disclaimer
Disclaimer Cautionary language This Investor Presentation has been prepared by (and is the sole responsibility of) Helios Energy Ltd ACN 143 932 110 (ASX: HE8) (Company) for the purposes of giving an update to the market in relation to the Company's activities and in order to give an overview of the
Slide 26: For Further Information
For Further Information Contact Details Directors Philipp Kin Managing Director & CEO Mark Lochtenberg Non-Executive Director John Cathcart Non-Executive Director Henko Vos Non-Executive Director John Kenny Non-Executive Director Offices Australian Office Suite 6, 295 Rokeby Road Subiaco WA 6008 PO
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