Helium One Global Limited · LSE:HE1
Helium One Global — 121 Mining Investment Conference, London 2023
17 slides from Helium One Global's conference presentation, May 2023
Slide 1: The primary helium company
The primary helium company 121 Mining Investment 9th-10th May, London Lorna Blaisse – Chief Executive Officer Strategic resource in an expanding market LSE AIM: HE1 helium-one.com
Slide 2: Disclaimer Statement
Disclaimer Statement 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 recip
Slide 3: Corporate Overview
Corporate Overview Helium One Global • On track for Q3 2023 Drilling programme in Rukwa • Contract negotiations progressing with drilling contractor SOFORI • Well funded for 2023 drilling programme: £9.9 million raised in (4 May ‘23) December 2022 Helium One share price and volume over past 12 month
Slide 4: Helium properties and usage
Helium properties and usage High-tech, high-value, high-growth applications 2021 • Unique properties for a range of high-tech applications • Lowest boiling point of any gas (-269°C) • Highest thermal conductivity; essential for semi-conductors 2019 Medical • MRI Scanners • Smallest molecular size; p
Slide 5: Helium Market
Helium Market Supply and demand • Several contributing factors to helium shortage • 2019 closure of US federal reserve triggered supply shock • Russia invasion of Ukraine and Linde withdrawal from Amur removed 2.0Bcf (~25%) of future supply • Algeria bypassing LNG process and He recovery - piping di
Slide 6: Helium Pricing Trends
Helium Pricing Trends Global import price of helium • No market price for helium; contract driven • Trades in USD at wholesale level • Sales to end users as bulk liquid or bulk gas Import prices^ in January 2023 were up 39% to US$457/mscf • Major helium distributors sell to: - end users in markets w
Slide 7: Helium One Global
Helium One Global High-grade, primary helium project • Currently Operate 2,964km2 licensed area in Tanzania across three basins • High-grade surface helium seeps up to 10.6% He (& nitrogen as carrier gas) • Experienced team with knowledge of the East Africa Rift System • De-risked Rukwa Basin with h
Slide 8: Rukwa Project
Rukwa Project Rukwa Rift Basin Prospectivity • 12 Prospecting Licences held (totalling 1,898 km2) following relinquishment in September 2022 • Multiple hydrothermal springs and surface helium seeps measured up to 10.2% helium • Drilled Tai-1/-1A well in August 2021 with helium shows identified at mu
Slide 9: Rig Update
Rig Update Operational Readiness • Team fully committed to Phase II Drilling in Rukwa with a re-drill of the Tai prospect with a new well (to ~1300m) • In country Operational planning in advance stages • Currently progressing rig contract with SOFORI • Expected 4-6 week mobilisation with target spud
Slide 10: Focused on a 2023 Discovery
Focused on a 2023 Discovery Targeting a proven working helium system at Tai W Tai-1/-1A E Intra Lake Beds TWT Top Karoo Sst TWT Intra Lake Beds Base Lake Beds Tai-C Tai-C Top Karoo Karoo Sst • Well location driven by Phase II infill 2D seismic • Closure at Lake Bed level not previously tested by 202
Slide 11: The Tai Prospect
The Tai Prospect Tai-C well path A Tai-C • The Tai prospect is a robust, faulted 3-way structure • Fault bound by deep-seated basement fault; likely conduit for helium migration • Known helium shows encountered at multiple levels in Tai-1/-1A well • Prospect is located 15 km from known surface heliu
Slide 12: Balangida Project
Balangida Project Advancing our Exploration Programme • 1 Prospecting Licence held (259 km2) and renewed in September 2022 • Multiple hydrothermal springs and surface helium seeps up to 10.6% helium • 2016 and 2022 field work undertaken to validate multispectral satellite spectroscopy study • Q4 202
Slide 13: Eyasi Project
Eyasi Project Advancing our Exploration Campaign • 3 Prospecting Licences held (1,067 km2); PL 11136, PL 10705 & PL 10706 (September 2022 renewals) • Surface helium seeps measured up to 4.2% helium • Q4 2022 we undertook a large, PL 11705 4.2% He regional gravity-magnetic study with Getech (industry
Slide 14: Environmental, Social & Governance (ESG)
Environmental, Social & Governance (ESG) Summary for 2022 • Our ESG projects are linked to operational phases to maximise impacts in the local area • In 2022 Helium One completed five projects in the Rukwa area spending $25,000 Meeting with village Chairmen in Rukwa CLOs meeting with Songwe Police C
Slide 15: Summary
Summary Primary Helium Explorer Focused on Tanzanian Three project areas Helium discovery to Surface helium Team fully focused in globally strategic become one of the concentrations up to on Drilling in Q3 primary Helium leading producers of 10.6% He across all 2023 province with 100% ‘green’ Helium
Slide 16: Board of Directors
Board of Directors Highly experienced team focusing on delivering success IAN STALKER LORNA BLAISSE Non-Executive Chairman Chief Executive Officer 45+ years of experience in Skilled explorationist with mine development and over 17 years oil and gas operations in Europe, Africa experience in Africa.
Slide 17: Contact us
The primary helium company Contact us Email: info@helium-one.com Telephone: +44 (0) 20 3978 5320 LSE AIM: HE1 helium-one.com
Helium One Global — 121 Mining Investment Conference, London 2023 on 6ix