Hyterra Ltd · ASX:HYT
Hyterra — Investor Presentation (March 2024)
21 slides from Hyterra's investor presentation, Mar 28, 2024
Slide 1: White Hydrogen. A World of Opportunity
Corporate Presentation March 2024 ASX: HYT For personal use only WHITE HYDROGEN A WORLD OF OPPORTUNITY Exploring for natural hydrogen and helium in the United States.
Slide 2: Important Information
IMPORTANT INFORMATION This presentation and these materials (together the “Presentation”) have been prepared by HyTerra Ltd (ABN 68 No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or 116 829 675) (ASX: HYT, HyTerra or the Company) as a summary of
Slide 3: A World of Opportunity
A WORLD OF OPPORTUNITY Upcoming drilling campaign on the For personal use only Nemaha Ridge, Kansas, USA Drilling for hydrogen and helium starting Q3’2024 Historical well occurrences grading up to 92% hydrogen and 3% helium* Significant leverage on exploration success USA incentivising investment in
Slide 4: Nemaha Project, Kansas, USA
NEMAHA PROJECT Source: Great Plains Institute, 2022 (Modified by HyTerra) KANSAS, USA Exploring for natural hydrogen and For personal use only helium resources near major industrial hubs. Exploration acreage covers over 9,600 acres and is 100% owned and operated by HyTerra. 10+ occurrences within th
Slide 5: White Hydrogen Made by Nature
WHITE HYDROGEN HyTerra’s white hydrogen is created naturally by the Earth. Water from the Rocky Mountains seeps MADE BY NATURE underground and flows eastward. Hydrogen is then split from this water when in contact with iron-rich mafic source rocks in Kansas (Mid-Continental Rift). Then, the hydrogen
Slide 6: Hydrogen is the World's Wonder Element
HYDROGEN IS THE WORLD’S WONDER ELEMENT Current uses of hydrogen Petrochemicals Fertiliser/ammonia Methanol Food and refining production production production Today, hydrogen is used to refine For personal use only petrochemicals and produce ammonia and methanol. Tomorrow, it will be a low-carbon fue
Slide 7: White Hydrogen Could Have the Lowest Production Costs and Carbon Emissions
WHITE HYDROGEN COULD HAVE Modified from https://koloma.com/geologic-hydrogen/. Values obtained from 2022 GREET Model. Carbon intensity of hydrogen # production for natural hydrogen was calculated based on Brandt, A. Greenhouse Gas Intensity of Geologic Hydrogen Produced THE LOWEST PRODUCTION from Su
Slide 8: Nemaha Project: Examples Drilling Adjacent to Historic Wells
NEMAHA PROJECT Examples: drilling adjacent to historic wells KANSAS, USA Ranking and final well selection is made after additional leasing is completed The Nemaha leases have historic For personal use only wells with both hydrogen and helium occurrences*# Sue Duroche-2 2009 Hydrogen Helium Total dep
Slide 9: Nemaha Project: US Hydrogen Market and Offtakers
NEMAHA PROJECT Mid-West is a very important location in the United States for ammonia and fertiliser production. KANSAS, USA US Hydrogen Market today Offtakers near Nemaha Project For personal use only Current consumption in the US H2 market, percent Within 250km# Rail line 0 75 150km N The majority
Slide 10: US Government Recognises White Hydrogen Potential
US GOVERNMENT RECOGNISES WHITE HYDROGEN POTENTIAL. US Senate holds first congressional hearing 28 February 2024 on white For personal use only hydrogen. Hydrogen incentives/funding announced: https://www.energy.senate.gov/services/files/A4A4CFF US$1 billion for a clean hydrogen electrolysis research
Slide 11: Nemaha Project Also Prospective for Helium
NEMAHA PROJECT ALSO PROSPECTIVE FOR HELIUM Sue Duroche-2 well drilled in 2009 Historical price of bulk liquid helium For personal use only returned 3% helium concentration. US$/thousand standard cubic feet (Mscf) Helium is an irreplaceable input for many important technologies, with significant dema
Slide 12: Work Program & Budget
HYTERRA LTD Please note that timeframes are indicative and may be subject to change. Workplan & budget is notional and subject to final costs based on signed contracts. WORK PROGRAM & BUDGET Strong news flow ahead with Continue leasing priority areas in Nemaha Project For personal use only drilling
Slide 13: Board & Management
BOARD & MANAGMENT HyTerra’s executive For personal use only team has proven experience in developing oil and gas projects around the world. Benjamin Mee Avon McIntyre Russell Brimage Jeff Goodall Executive Director Executive Director & CTO Non-Executive Chairman Principal Geologist Benjamin has over
Slide 14: Corporate Overview
CORPORATE OVERVIEW For personal use only Share price Market capitalisation Top 20 ownership A$0.019 A$11.2m 46.9% As 25 March 2024 As at 25 March 2024 As at 25 March 2024 52 week high $0.28, low $0.015 Shares on issue Cash ASX Share price performance ($A) A$0.8m 12 months to 26 March 2024 606m As at
Slide 15: A World of Opportunity
A WORLD OF OPPORTUNITY. HyTerra is advancing hydrogen and For personal use only helium projects in the heart of an established agriculture and manufacturing hub. 01 Exploring for natural hydrogen and helium resources near major industrial hubs 02 USA is incentivising investment into cleaner energy w
Slide 16: Contact us
HyTerra Ltd Unit 9, 335 Hay Street ACN 116 829 675 Subiaco Western Australia ASX: HYT Western Australia, 6008 Australia For personal use only Contact us Benjamin Mee Avon McIntyre Executive Director Executive Director eNews ben@hyterra.com avon@hyterra.com Join the conversation Follow us Subscribe t
Slide 17: Appendices
APPENDICES For personal use only A. Nemaha Project. Maiden Prospective Resource B. Kansas hydrogen occurrences are globally competitive C. Geneva Project, Nebraska USA D. White hydrogen. Demand accelerating. WHITE HYDROGEN. A WORLD OF OPPORTUNITY. Exploring for natural hydrogen and helium in the Uni
Slide 18: Nemaha Project Maiden Prospective Resource
NEMAHA PROJECT Independent assessment identifies significant hydrogen and helium resources. MAIDEN PROSPECTIVE RESOURCE 1kg H2 = 423cf (cubic feet) Aggregated Net Recoverable Prospective Hydrogen Volumes (kg) For personal use only Riley Net acres Working Interest Prospect Reservoir Kg P90 Kg P50 Kg
Slide 19: Kansas Hydrogen Occurrences Are Globally Competitive
KANSAS HYDROGEN OCCURANCES These hydrogen molecules are advantaged due to negligible carbon gases present. ARE GLOBALLY COMPETITIVE. For personal use only # Well Name Location Permit Holder 1 Bougou-1 Mali, Africa Hydroma 2 Sue Duroche-2 Kansas, USA Hyterra 3 Minlaton Bore (Ramsay-1), South Australi
Slide 20: Geneva Project, Nebraska, USA
GENEVA PROJECT NEBRASKA, USA HyTerra has a 16% interest (and For personal use only the right to earn up to 51%) in a Joint Development Agreement with Natural Hydrogen Energy LLC. Wildcat well specifically targeting white hydrogen (Hoarty NE3) in Geneva, Nebraska. Well is situated on margin of mid-co
Slide 21: White Hydrogen Demand Accelerating
WHITE HYDROGEN DEMAND ACCELERATING Clean hydrogen demand is For personal use only expected to reach 125-585 million tons per year by 2050*. Nearly all hydrogen consumed today is grey hydrogen (approx. 90 million tons per annum), using fossil fuel- based steam methane reforming. However, grey hydroge