Helium One Global Limited · LSE:HE1
Helium One Global — Investor Presentation (May 2022)
17 slides from Helium One Global's investor presentation, May 2022
Slide 1: The Primary Helium Company
THE PRIMARY HELIUM COMPANY helium-one.com
Slide 2: Helium One
Helium One A Globally Significant Asset To Resolve A Supply Constrained Market • 4,512km2 licence area in Tanzania, 100% owned, with Capital Structure AIM:HE1 high-grade surface seeps up to 10.6%He Sector Industrial Minerals Cash (31 Dec) USD $9.7m • An established working helium system identified S
Slide 3: Helium Demand
Helium Demand High-Tech, High-Value, High-Growth applications • Unique properties for a range of high-tech applications • Lowest boiling point of any gas • -272°C : 1°C above absolute zero • High specific heat capacity and low viscosity • Smallest molecular size Medical •MRI Scan Manufacturing •Semi
Slide 4: Helium Supply
Helium Supply Ongoing Supply Crisis • Inelastic supply as by-product of hydrocarbons with concentrations typically 0.04-0.35% He • Short term - Closure of US Federal Reserve in 2019 triggered a supply shock • Medium term - ~2 Bcf of new supply from Russia in question • Long term - structural deficit
Slide 5: Helium Pricing
Helium Pricing Sustained Demand Lead Price Increase • Long term price growth of 8% CAGR based on sustained demand growth • Rapid price growth 2019 onward in response to ongoing supply crisis caused by closure of US Federal Reserve • China bulk contract import price increased from ~$200/Mcf in 2017 t
Slide 6: Primary Helium Assets
Primary Helium Assets Developing a Strategic Resource • 100%-ownership 4,512km2 • 3 Project areas • Unrisked Prospective Recoverable Helium Eyasi Project Resource (2U/P50) of 804km2 138Bcf Balangida Project • Surface helium 260km2 concentrations of up to 10.6% Rukwa Project 3,488km2 • Simple logisti
Slide 7: Circa 700,000 Bcf helium developed in Tanzanian Craton
® Circa 700,000 Bcf helium develop in Tanzanian Craton released by hot fluid when basement is broken by rifting © Helium One has secured acreage within the ‘Goldilocks Zone’ for helium release across three separate rift basins: Rukwa, Eyasi and Balangida Primary Helium 50x — 200x higher grade than c
Slide 8: A Working Helium System
A Working Helium System Evidence of Subsurface Helium in the Rukwa Rift Basin • 2021 drilling campaign provided proof of concept Seismic section illustrating the Tai-1/-1A well drilled in the Rukwa Rift Basin in 2021 and de-risked a number of play concepts • Tai-1/1A encountered multiple intervals w
Slide 9: Growing Subsurface Database
Growing Subsurface Database Supporting the Identification of 2022 Drilling Targets • Helium One use an integrated matrix of geological datasets Multispectral Satellite Spectroscopy: in subsurface interpretation and decision making Remote sensing data demonstrating multiple near surface helium anomal
Slide 10: Experienced Technical and Operational Specialists
Experienced Technical and Operational Specialists © Cost-effective exploration requires a highly skilled team of industry specialists Helium One has built a strong management team with experience in delivering successful exploration ® Technical Team: Geologists and Geophysicists with deep experience
Slide 11: Primary Helium Not Associated With Hydrocarbon
Primary Helium Not Associated With Hydrocarbon @ devcopment GESALS 1,000 litres of helium from Qatar North Field requires the production of 2,500,000 litres of Helium critical hydrocarbon aaeukead ® Majority of helium is currently sourced as a low- Long term bechnoroaics grade byproduct with hydroca
Slide 12: Multi-Generational Project for Growth and Development
Multi-Generational Project for Growth and Development Helium One is working to bring long term opportunities to the Songwe Region © Partnership with University Dar es Salaam in providing technical and academic skills transfer © CSR programme providing assistance for local schools within Rukwa basin
Slide 13: Low CAPEX Development
Low CAPEX Development Low-Cost / High-Margin Operation • Ease of processing high grade bimodal gas Helium Product CAPEX $50m per module 350,000 Mcf/yr OPEX $15-$20/Mcf Price $350/Mcf Molecular PSA Amine Unit Dehydration Cold Box • Debt finance - ~1yr payback Sieve Chamber • Scalable production with
Slide 14: Established Route to Market
Helium Established Route to Market Right: Tanzam Highway near to Rukwa . co. — oo © Simple logistics utilising existing infrastructure ® Trucking of liquid helium in ISO containers: One truck per day © Upgrade existing Momba Road from site to Tanzam Highway: 130km ® Tanzam Highway, paved carriageway
Slide 15: A Supportive Business Orientated Jurisdiction
A Supportive Business Orientated Jurisdiction © Pro-business agenda under Tanzania’s first female leader President Samia Hassan ® Significant FDI growth - $4.1Bn (2022) vs $1.0Bn (2020) © GDP $62.4Bn growing 5.8%pa (2022 est) © Demonstrated improvements to regulatory process ® Simplification of busi
Slide 16: A Transformational Opportunity… Advancing Towards Discovery
He A Transformational Opportunity… Strategic De-Risked Basin Resource Experienced High Margin Management Operation Part of the Green Feeding the Transition Digital Revolution … Advancing Towards Discovery 16
Slide 17: The Primary Helium Company
THE PRIMARY HELIUM COMPANY info@helium-one.com +44 (0) 20 3978 5320 www.helium-one.com