Helium One Global Limited · LSE:HE1
Helium One Global — Investor Presentation (October 2021)
22 slides from Helium One Global's investor presentation, October 2021
Slide 1: The Primary Helium Company
THE PRIMARY HELIUM COMPANY helium-one.com
Slide 2: Disclaimer Statement
DISCLAIMER STATEMEMENT The sole purpose of this Introductory document (“Document”) is to provide information on Helium One Global Ltd and its subsidiary companies (“Helium One” or “the Company”). This document is strictly private and confidential and is intended solely for the information of the rec
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 digital, medical and industrial applications Cash £10m Market Cap £45m • 4,512km2 licence area, 100% owned, with high-grade surf
Slide 4: Why Helium
WHY HELIUM An Irreplaceable Technology Commodity in Supply Crisis • Broad range of high-value end uses • Cannot be substituted • Difficult to recycle • Key growth sectors • High-tech Manufacturing • Healthcare • Computing • Demand expected to grow from 6Bcf to 8.5-10Bcf by 2030 4
Slide 5: Helium Shortage
He HELIUM SHORTAGE Supply Shortage – Rising Prices o Closure of US Federal Reserve has triggered a supply shock o Inelastic byproduct supply from hydrocarbon production cannot meet growing demand o Price increase from $225/Mcf to $375/Mcf bulk landed China o Long term structural deficit associated w
Slide 6: 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 the production of 2,500,000 litres of hydrocarbon. Helium critical to This is no
Slide 7: Our Helium Assets
OUR HELIUM ASSETS Targeting a Global Scale Helium Province • 100%-ownership 4,512km2 • 3 Project areas • Unrisked Prospective Recoverable Helium Resource (2U/P50) of 138Bcf • Surface helium concentrations of up to 10.6% • Simple logistics via Tanzam Highway to port Dar es Salaam 7
Slide 8: Unique Geology
Unique Geology 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 RIFTING OF
Slide 9: Rukwa Rift Basin: Pre-IPO
Rukwa Rift Basin: Pre-IPO Extensive Historic Database to Define a Globally Significant Resource • 1960s helium seeps first identified by T.C. James (4.2% helium, 87.5% nitrogen, trace HCs and CO2) • 1986 1,100 line km 2D seismic acquired by Amoco • 1987 Ivuna-1 and Galula-1 HC wells drilled by Amoco
Slide 10: Rukwa Rift Basin: Phase 1
Rukwa Rift Basin: Phase 1 Rapid Exploration to Efficiently De-Risk the Basin 2021 • Feb - April completed 200 line km 2D seismic campaign • May data processed by Earth Signal and interpreted in-house • June new prospectivity defined with drill target at Tai Mobilisation of slimhole drill rig • 12th
Slide 11: Slimhole Vs Conventional Drilling
Slimhole Vs Conventional Drilling Choosing the Right Tool to Explore High-Quality Reservoir • Slimhole drilling is an effective and low cost exploration tool in well-consolidated, medium-porosity, reservoir - which was the anticipated strata based on historic drill data • Tai-1 identified a unconsol
Slide 12: Phase 1 Drilling: De-Risking The Rukwa Basin
Phase 1 Drilling De-Risking The Rukwa Basin • Provided ‘Proof of Concept’ to de-risk the basin • Generated new play types for follow on investigation Before Risk After Risk Charge / Helium seen at surface in seeps at Proven charge and migration away from known helium Migration Ivuna / Itumbula seeps
Slide 13: Helium Plays in the Rukwa Rift Basin
Helium Plays in the Rukwa Rift Basin Multiple Prospective Horizons, Untested and New Plays A Intra Lake Bed Play - NEW • Drilled Tai-1 and Tai-2 • 2.2% He @ 70m in Tai-1, strong indicator of free gas • Tai-2 demonstrates siliciclastic lateral and vertical seal A • Potential for widespread shallow ac
Slide 14: Phase 2 Exploration – 'Deep' Targets
Phase 2 Exploration – ‘Deep’ Targets Larger Volume Accumulations on Known Structural Highs ‘Deep’ Targets • Focus on Karoo Structural Play beneath well developed Top Karoo claystone seals • Top Karoo claystone mappable on modern infill seismic • 2D Seismic across northern extensions of known structu
Slide 15: Phase 2 Exploration – 'Shallow' Targets
Phase 2 Exploration – ‘Shallow’ Targets Low-Cost Exploration and Development Opportunity ‘Shallow’ Targets • Focus on Intra Lake Bed and Base Lake Bed plays in top 400m from surface • Tai-2 Demonstrated conventional siliciclastic clay lateral and vertical seal • Potential for widespread helium occur
Slide 16: 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 17: Logistics
Logistics Established Route to Market Right: Tanzam Highway near to Rukwa • Simple logistics utilising existing infrastructure • Trucking of liquid helium in ISO containers: 350,000Mcf per year = 1 truck per day • Upgrade existing Mobma Road from site to Tanzam Highway: 130km • Tanzam Highway, paved
Slide 18: Board
BOARD Highly Experienced Team Focused on Delivering a Successful Helium Project IAN STALKER DAVID MINCHIN JAMES SMITH Non-executive Chairman CEO Non-Executive Director 45+ years of experience in mine 15+ years of experience as geologist and 30+ years of experience as a senior oil and development and
Slide 19: Management
MANAGEMENT Expanded Team with Considerable Experience in Successful Gas Exploration Colin Ivory Chris Eyre Lorna Blaisse Fidelis Lekule COO CFO Principal Geologist Country Manager 38 years’ experience in gas Financial Executive based in Skilled Petroleum Geologist with Tanzanian national with 15 yea
Slide 20: A Transformational Opportunity… Advancing Towards Discovery
He A Transformational Opportunity… Part of the Green Feeding the Transition Digital Revolution Strategic De-Risked Basin Resource Low Capex High Margin Development Operation … Advancing Towards Discovery 20
Slide 21: The Primary Helium Company
THE PRIMARY HELIUM COMPANY info@helium-one.com +44 (0) 20 3978 5320 www.helium-one.com
Slide 22: Appendix 1 - Tanzania
Appendix 1 - TANZANIA Established Natural Resources Territory • 4th largest gold producer in Africa • Several multinational resource companies operating in country • Pro-business agenda under President Hassan, citing helium as a key commodity • Helium classed as an Industrial Mineral under Mining Ac
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