Noble Helium Ltd. · ASX:NHE
Noble Helium — Investor Presentation (March 2023)
26 slides from Noble Helium's investor presentation, Mar 28, 2023
Slide 1: Green helium for a hi-tech world
March 2023 For personal use only Green helium for a hi-tech world. Investor Presentation ASX: NHE noblehelium.com.au
Slide 2: Disclaimer
Disclaimer 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 For personal use only not purpo
Slide 3: Compelling Investment Opportunity
Compelling Investment Opportunity For personal use only ✓ SCALE & IMPACT ✓ MULTIPLE RE-RATE POTENTIAL Best untested Helium System on the planet with mean • Current NHE EV/P50 Prospective Helium Resource: Prospective Resource 5 times size of the now- AU$0.40/Mscf depleted US federal helium reserve. •
Slide 4: Why Helium?
For personal use only Why Helium? ASX:NHE 4
Slide 5: Un-substitutable Critical Raw Material
Un-substitutable Critical Raw Material For personal use only MRI SEMI-CONDUCTORS SPECIALIST FIBRE OPTICS WELDING AEROSPACE ASX:NHE 5
Slide 6: 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 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: Natural Gas vs Helium
Natural Gas vs Helium For personal use only • Liquid Helium sells at up to 50 times the price of LNG • LNG US$10/Mcf vs LHe US$250-$500/Mcf • Renergen Helium Bid announcement 18th Aug 2022 – highest bids ranged between US$800 and US$875 per Mcf • Similar production cost per Mcf but significantly les
Slide 10: Why Noble Helium?
Why Noble Helium? For personal use only • Four core projects located in Tanzania • The best acreage in the most prospective untested helium system on the planet • Helium surface emissions at up to 18% • Deep exploration know-how in the East African Rift System • Rukwa Basin alone has potential for w
Slide 11: 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% $44.7M* $6.2M Shoki Pty Ltd 11.1% Share Price: $0.20 31 December 2022 TOTAL SHARES TOTAL OPTIONS SHARE PRICE PERFORMANCE 223.8M 104M As at 23 March 2023 10
Slide 12: Board and Management
Board and Management For personal use only BOARD OF DIRECTORS Shaun Scott Justyn Wood Professor Andrew Garnett Eddie King Craig McNab Chairman Managing Director Non-Executive Director Non-Executive Director Company Secretary Shaun Scott is a highly experienced Justyn has nearly 30 years of E&P indus
Slide 13: 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 with direct access to port in Dar es Salaam. • Globally unique helium geology – EARS cutting across 2- 3 billion year old Tanzanian Craton 2-3Ga
Slide 14: 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 stable • 100% Tanzanian national FTEs • Sponsored a training course and peaceful of the 54 countries and 9 semi-autonomous incl Country Manager Joe Uisso
Slide 15: Flagship Project North Rukwa
Flagship Project North Rukwa For personal use only • Exploration fast-tracked by EAR success and Rukwa legacy oil and gas dataset of 2D seismic and wells, circa US$50m to replace • NSAI: Nine leads, summed unrisked Pmean Prospective Helium Resource 176 Bcf (6 Bcf is a company maker!) • New Prospect
Slide 16: North Rukwa Drilling targets
North Rukwa Drilling targets For personal use only • Priority drill targets finalised following successful completion of 3D seismic program: • Mbelele-1 • Pegere-1 • These first two vertical wells target a globally significant, summed unrisked mean recoverable helium volume of 16.5 Bcf* • selected f
Slide 17: North Rukwa Drilling targets
Rukwa use only Drilling targets For personal North Mbelele-1 will test a basin margin fault closure within the Pegere-1 will test a combination onlap / basin margin fault Lake Bed Group with potential for multiple, stacked, closure within the Nsungwe and Galula Formations. reservoirs. ASX:NHE 17
Slide 18: 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 19: Upcoming Exploration Activities
Upcoming Exploration Activities For personal use only Potential Value Catalysts Portfolio growth Grant of new PLs Potential additional PL award Helium One Drilling Adjacent Drilling in Adjacent Acreage Drill Targets and FARMOUT NHE Path to Discovery 3D results Resource Update NHE Drill high-impact w
Slide 20: Achievements since IPO
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 1,137km2 Secured world’s first University of Dar es Salaam relationships Prospecting global helium databas
Slide 21: Exclusive Helium Atlas
Exclusive Helium Atlas For personal use only Russia Canada Poland Global Helium Database United States China to Drive Asset Expansion Algeria Qatar India • Exclusive 5-year agreement with global helium experts for access to world first helium Atlas. Australia • Will facilitate identification of Majo
Slide 22: 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 23: Thank you. Contact Us
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
Slide 24: Regulatory, Fiscal and Licensing Environment
APPENDIX Regulatory, Fiscal and Licensing Environment For personal use only • Ministry of Minerals established January 2018 after separation from Ministry of Energy and Minerals (MEM). • Mining Commission established June 2018 to manage sector, including licencing. • Helium exploration, development
Slide 25: NSAI Prospective Helium Volume Ranges
APPENDIX NSAI Prospective Helium Volume Ranges for Noble Helium North Rukwa PLs For personal use only ASX:NHE 26
Slide 26: 2019 USGS World Helium Reserves and Resources
APPENDIX 2019 USGS World Helium Reserves and Resources For personal use only ASX:NHE 27