Rift Helium Plc · LSE:RIFT
Rift Helium — Investor Presentation (April 2026)
18 slides from Rift Helium's investor presentation, April 2026
Slide 1: Smart Access to Primary Helium
Smart Access to Primary Helium April 2026 AIM : RIFT
Slide 2: Disclaimer and importance notices
Disclaimer and importance notices The information contained in this presentation has been prepared by Rift Helium Ltd (the “Company”) in connection with the proposed capital raising to be undertaken by the Company; and admission of the Company's issued and to be issued share capital to AIM the marke
Slide 3: Smarter Access to Helium Discovery in a Proven Basin
Smarter Access to Helium Discovery in a Proven Basin Helium is a mission-critical commodity with structural demand growth driven by Strategic Demand semiconductors, AI, aerospace, technology, and new growth industries Investors gain exposure to a now-proven helium basin where geological risk has bee
Slide 4: Strategic Demand: A Structural Tailwind
Strategic Demand: A Structural Tailwind Mission-critical demand driven by defence, AI, technology, healthcare and advanced industry. Mission-Critical End Markets: High-tech industries: Semiconductor manufacturing ~21% 2025 demand (leading application) Defence: Aerospace & satellite technology Quantu
Slide 5: Concentrated Supply: A Structural Constraint
Concentrated Supply: A Structural Constraint Over 90% of global helium supply remains dependent on natural gas extraction. Market Composition: Canada, 3% China, 3% Other, 2% 2025 Global production Algeria, 6% ~90% of helium is produced as by-product of natural gas extraction Russia, 11% United State
Slide 6: Positioned Within a Proven Helium System
Positioned Within a Proven Helium System The key question now is not whether helium exists — it is where it accumulates in commercial volumes. Basin-level geological risk materially reduced. Clean, primary helium system proven to be independent of hydrocarbons Rift’s 283km2 licence holdings are stra
Slide 7: Targeting Where Helium Accumulates in Commercial Volumes
Targeting Where Helium Accumulates in Commercial Volumes Rift’s up-dip structural closures are positioned to capture migrating helium Up-dip positioning: PL12093 sits up-dip on the interpreted migration fairway from the Itumbula area and deeper basin kitchens — where migrating helium is most likely
Slide 8: Third-Mover Advantage Unlocks Smarter Outcomes
Third-Mover Advantage Unlocks Smarter Outcomes First movers have validated the helium system and key geological learnings. Entry is now at the optimal post-proof de-risked inflection point Rift is targeting conventional structural helium accumulations in a basin that is now proven to host a working
Slide 9: Upepo Project – Adjacent to Proven Helium System
Upepo Project – Adjacent to Proven Helium System Large strategic licence position (~283 km²) with CPR-defined discovery scale CPR: P50 of 19 Bcf helium Five lead multi reservoir, Mean of 41 Bcf helium adjacent to active peer NSAI CPR, Feb 2026 discovery areas Adjacent to Helium One’s Within a less t
Slide 10: Experience to deliver on Upepo Project
Experience to deliver on Upepo Project Deep technical and commercial helium expertise Charles FitzRoy Execution experience embedded into strategy Chief Executive Officer & Director Reduced operational and development risk from experienced team Mixture of capital markets understanding, technical know
Slide 11: Clear, Proven Path from Discovery to Development
Clear, Proven Path from Discovery to Development Focused smarter exploration within proven helium fairways Rift has highly experienced technical and operational managers, experts in their field and knowhow to deliver in Tanzania Our objective is to materially improve probability — targeting advancem
Slide 12: Scalable Resource Potential Drives Economic & Valuation Success
Scalable Resource Potential Drives Economic & Valuation Success NSAI Defined Mean Helium Independent CPR indicates a potentially sizeable helium resource with a P50 of Resource in Flagship Licence1 19 Bcf1 helium on the flagship licence block Mean estimate of 41 Bcf1 helium highlights meaningful dis
Slide 13: Near-Term Catalysts Drive Re-Rating Momentum
Near-Term Catalysts Drive Re-Rating Momentum 2026 Q1 Maiden prospective resource calculation and competent person report (NSAI, Houston) defined volumetric estimates on Upepo, de-risking the Our objective is to reach project ahead of drilling development in a smarter, 2026 Q2 3D seismic EIA capital
Slide 14: Clean, Primary Helium With Strong Social Licence
Clean, Primary Helium With Strong Social Licence Primary helium resource not linked to hydrocarbons Lower-carbon strategic supply source Community partnership development with Forward Motion (FOMO) delivering community impact and other programmes planned Developing strong social licence to operate t
Slide 15: Why Rift Helium, Why Now
Why Rift Helium, Why Now Disciplined, Probability-Led Helium Discovery Exposure Smart Access to Primary Helium. Defined by structural containment. Enabled by third-mover advantage. Delivered through probability-led capital discipline. 15
Slide 16: Contact us
Contact us info@rifthelium.com 16
Slide 17: Board
Board Charles FitzRoy Russel Swarts Patrick Muwowo Jonny Owen Vincent Hendrickx Chief Executive Chief Financial Non-Executive Non-Executive Non-Executive Officer & Director Officer & Director Chairman Independent Director Independent Director Charlie has a wealth Russel is a highly Patrick is a seas
Slide 18: Logistics
Logistics Efficient Helium Supply Chain from Rukwa to Global Markets 01 02 03 Overland Transport Ocean Shipping Competitive Advantage Liquid helium from the Upepo Project To Nhava Sheva Port, India: 20-25 days via the Third mover advantage, enabling (Rukwa) would be transported 1,100 Indian Ocean an