Helium One Global Limited · LSE:HE1
Helium One Global — Investor Presentation (January 2021)
18 slides from Helium One Global's investor presentation, January 2021
Slide 1: The Primary Helium Company
THE PRIMARY HELIUM COMPANY helium-one.com
Slide 2: Disclaimer Statement
DISCLAIMER STATEMEMENT The information in this presentation is in summary form and should not be relied upon as a complete and accurate representation of Helium One Global Ltd (Helium One) and its various business activities. While management has taken every effort to ensure the accuracy of the mate
Slide 3: Helium One: A Globally Significant Asset
HELIUM ONE A Globally Significant Asset To Resolve A Supply Constrained Market • Helium: finite and irreplaceable element, crucial for high value Capital Structure AIM:HE1 ‘next-gen’ technological, medical and industrial applications Sector Industrial Minerals • Potential to discover the largest pri
Slide 4: Why Helium
WHY HELIUM An Irreplaceable Technology Commodity in Supply Crisis • A finite and irreplaceable resource • A colourless, odourless, tasteless, non-toxic, inert, monatomic gas with the lowest boiling point amongst all elements • Produced by radioactive decay, deep in the Earth’s crust and mantle • Can
Slide 5: Helium Uses
HELIUM USES A Wide Range of High-Value Next-Gen Applications • Vital resource, essential in modern technologies with major critical and irreplaceable use throughout the science, medicine and manufacturing industries • Helium cannot be substituted in a number of high-value manufacturing processes • K
Slide 6: Helium Shortage
He HELIUM SHORTAGE Supply Shortage – Rising Prices o Majority of helium produced as a by-product of hydrocarbons with concentrations typically 0.04-0.35% He o US Federal Helium reserve, a strategic stockpile established in 1925, ceased sales to industrial customers in 2019 o Inelastic byproduct supp
Slide 7: Our Helium Assets
OUR HELIUM ASSETS Targeting a Global Scale Helium Province • 100%-ownership 4,512km2 • 3 Project areas • USD$7.9M exploration and assessment expenditure to 30 June 2020 • Unrisked Prospective Recoverable Helium Resource (2U/P50) of 138Bcf • Surface helium concentrations of up to 10.6% • Simple logis
Slide 8: Tanzania
TANZANIA Established Natural Resources Territory • 4th largest gold producer in Africa • Several multinational resource companies operating in country • Legal system based on English Common Law • Helium classed as an Industrial Mineral under Mining Act • 3% Royalty • 16% Government Free Carry • Heli
Slide 9: A Clean and Sustainable Source
A CLEAN AND SUSTAINABLE SOURCE Primary Helium Not Associated With Hydrocarbon • Most current helium production is as a low-grade byproduct of fossil fuel production 1,000 litres of helium from Qatar North Field requires Provide training and education to the production of 2,500,000 litres of hydrocar
Slide 10: Helium Play Genesis
Helium Play Genesis Rukwa in the ‘Goldilocks’ zone for helium generation, migration, and trapping A HELIUM GENERATION IN MINERALS Radiogenic alpha decay of uranium and thorium within ancient crust emits a helium (4He) nuclei, forming an abundant volume of stored helium over geological time. B RIFTIN
Slide 11: Multiple Drill Targets & Prospects
He MULTIPLE DRILL TARGETS & PROSPECTS 21 Prospects and 4 Leads Identified RUKWA PROSPECTS AND LEADS Itumbula Springs 8-10% He 11
Slide 12: Independently Verified Resource
INDEPENDENTLY VERIFIED RESOURCE Unrisked Prospective Recoverable Helium Volume (2U) of 138Bcf • Prospective resources independently verified by Netherland Sewell & Associates International (USA - 2016) and by SRK in 2019 • Best-Estimate Unrisked Prospective Recoverable Helium Resource (2U/P50) of 13
Slide 13: Low Capex Development
LOW CAPEX DEVELOPMENT Modularised Process Plant Technology • Modular construction housed in shipping HELIUM OUTLET containers • Small footprint <1,000m2 • 99.999% pure O2 / CO2 / H2O VENT HELIUM COMPRESSION COOLING TP02 liquid helium RUKWA SUPPLY transported in truck mounted INLET OXYGEN AMINE MOLEC
Slide 14: 2021 Drilling Focus
2021 DRILLING FOCUS Targeting Discovery Hole in 2021 • Low cost exploration using slim hole technology • Targeting shallow trap structures proximal to high grade surface seeps • Drill planning on-schedule with rig-selection and contract negotiation well advanced • Permitting progressing with ESIA su
Slide 15: Rukwa Exploration Timeline
RUKWA EXPLORATION TIMELINE Aggressive Exploration and Development Plan • Aggressive timeline for fieldwork Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep with significant project development Indicative Timeline planned in 2021 ESIA Baseline Study • Q1 2021: 150km Infill seismic Compensation Survey
Slide 16: Board & Management
BOARD & MANAGEMENT Highly Experienced Team Focused on Delivering a Successful Helium Project IAN STALKER DAVID MINCHIN JAMES SMITH Non-executive Chairman Managing Director / CEO Non-Executive Director 45+ years of experience in mine 15+ years of experience as geologist and 30+ years of experience as
Slide 17: A Transformational Opportunity
He A Transformational Opportunity • Helium One has potential to identify a globally significant resource • Strategic implications to resolve a supply constrained market • Vital resource, essential and irreplaceable in a range of high value next-gen applications • The biggest prospective resource of
Slide 18: The Primary Helium Company
THE PRIMARY HELIUM COMPANY info@helium-one.com +44 (0) 20 3978 5320 www.helium-one.com
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