Noble Helium Ltd. · ASX:NHE
Noble Helium — Shareholder Meeting (November 2022)
21 slides from Noble Helium's shareholder meeting presentation, Nov 30, 2022
Slide 1: Securing the Future of Helium - AGM Presentation
November 2022 For personal use only Securing the Future of Helium AGM 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% 30.6% $35.8M $10.3M Shoki Pty Ltd 11.1% Share Price: $0.17 27 October 2022 TOTAL SHARES TOTAL OPTIONS Noble Helium Share Price and Volume 210.6M 84M $0.45 14,000
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's Irreplaceable Unique Properties
Helium’s Irreplaceable Unique Properties For personal use only Helium is a Noble Gas: inert, colourless, odourless, non-corrosive, Boiling Point -269o C non-toxic, and non-combustible Liquid at ultra cool temperatures, enabling superconductivity % of global Est Retail Lowest Highest Key Tech CAGR to
Slide 6: Helium vs Natural Gas E&P
Helium vs Natural Gas E&P 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 •
Slide 7: 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 8: Helium Supply
Helium Supply Rigid capacity & increasing geopolitical risk For personal use only The global helium supply depends on roughly 20 natural gas sources, located mainly in the U.S., Qatar, Algeria, and Russia. Helium Supply by Country - 2025 Currently experiencing the fourth worldwide helium shortage si
Slide 9: 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 10: 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 11: 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 12: 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 mean Prospective Helium Resource 176 Bcf
Slide 13: 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 14: Helium soil gas anomalies clustered above BMFCs
Helium soil gas anomalies clustered Rukwa Basin above BMFCs suggests helium in subsurface… Mbelele For personal use only Basement Kachinga Granites Dagaa Basement Granites New Lead Kambale Chilichili ~5km Basement Granite Up to 5km deep Lake Rukwa shoreline N Rukwa Helium Accumulation Model ASX:NHE
Slide 15: North Nyasa Project
North Nyasa Project For personal use only • Soil Gas Surveys Completed November 2022 • Similar results to North Rukwa, with helium anomalies up to 7.8ppm, 40% above background • Trace CO2 and CH4 underlines potential for primary “green” helium • Legacy seismic and airborne gravity gradiometry being
Slide 16: Eyasi Project
Eyasi Project For personal use only • 5 Prospecting Licences awarded August 2022 for 1,137km2; 4 Manyara PLs remain in application stage • Eyasi Hotsprings measured at up to 5.7% He, no CO2 or methane • Comprehensive and very positive first community engagement program completed November 2022, with
Slide 17: Achievements since IPO – delivering the program
Achievements since IPO – delivering the program For personal use only North Rukwa Flagship Project North Nyasa Eyasi International Diversification 3 x geotechnical studies with Strong community 1,138km2 Secured world’s first University of Dar es Salaam relationships Prospecting global helium databas
Slide 18: Upcoming Exploration Activities
Upcoming Exploration Activities Potential Value Catalysts – North Rukwa For personal use only Wet Season Process Soil Gas & AGG & Interp 3D Seismic Acquisition Process & Interp Resource Resources Update Targeting Drill targets and farmout Drilling Plan & Mobilise for 2 exploration wells #1 #2 2022 Q
Slide 19: 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 20: 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 21: 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