Noble Helium Ltd. · ASX:NHE
Noble Helium — Investor Presentation (September 2022)
27 slides from Noble Helium's investor presentation, Sep 7, 2022
Slide 1: Securing the Future of Helium
September 2022 For personal use only Securing the Future of Helium Investor Presentation ASX: NHE noblehelium.com.au
Slide 2: Disclaimer
Disclaimer For personal use only 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 not purpo
Slide 3: Why Helium?
For personal use only Why Helium? ASX:NHE 3
Slide 4: Un-substitutable Critical Raw Material
Un-substitutable Critical Raw Material For personal use only MRI SEMI-CONDUCTORS SPECIALIST FIBRE OPTICS WELDING AEROSPACE ASX:NHE 4
Slide 5: 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 6: Helium Dependent Technology
Helium Dependent Technology Global Market Size: Est US$5billion 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 – and may be conservative 3% 22% Welding 6%
Slide 7: 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 8: 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 9: 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 • Deep exploration know-how in the East African Rift System • Supported by world’s leading helium researchers • Rukwa Basin alone has poten
Slide 10: Operating With Strong ESG Principles
Operating With Strong ESG Principles For personal use only • Local workforce – Tanzanian nationals as full time employees Comprehensive community engagement programs • Committed to ESG journey – baseline ESG report now completed through Socialsuite • Country Manager, Joseph • Sponsored a training Ui
Slide 11: Tanzanian Prospecting Licences
Tanzanian Prospecting Licences For personal use only • 3,926km2 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 - rifting of 2-3 billion year old Tanzanian Craton • North Rukwa Ba
Slide 12: 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!) • Rukwa basin t
Slide 13: North Rukwa Project
Flagship APPENDIX North Rukwa Project For personal use only Prospective Helium Resource of 176 billion cubic • Over 80% of North Rukwa’s Prospective Resource is feet – equivalent to approximately 30 years’ supply located within Basin Fault Margin Closures, which have a Summed Mean* 100% success rate
Slide 14: East African Rift
APPENDIX East African Rift For personal use only • The East African Rift System (EARS) is one of the geologic wonders of the world, forming a chain of basins from Ethiopia to Mozambique. • From 1930s to 2006, EARS basins were considered too active and high risk for oil and gas exploration. • Noble M
Slide 15: 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 that we 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 sed
Slide 16: Rukwa Helium Accumulation Model
Rukwa Helium Accumulation Model For personal use only Helium soil gas Basement readings above Granites background (ppm micro-seepage) Soil Gas Reading Potential Helium accumulation zones against BMF Current Lake Basement Granite Rukwa waterline ASX:NHE 16
Slide 17: North Nyasa Project
APPENDIX North Nyasa Project For personal use only • Two PL’s totalling 466km2 • Located 230km to the southeast of Lake Rukwa in the Western Branch of the East African Rift System • Same rift segment as the Rukwa Rift and similar geology • The project is accessible by road via the Tanzam highway fro
Slide 18: Eyasi and Manyara Projects
Eyasi and APPENDIX Manyara Projects For personal use only • Nine prospecting licences either awarded or in process of award across the projects • Eyasi – 9 PL’s for 1,138km2 • Manyara – 4 PL’s for 855km2 • The tectonic setting of the Eyasi and Manyara Basins is similar to that of the Rukwa • Each ba
Slide 19: Upcoming Exploration Activities
Upcoming Exploration Activities For personal use only Potential Catalysts Portfolio growth Grant of new PLs Potential New Country Entry Finalise Drill Targets Resource maturation Resource Update Helium One Drilling in Adjacent Acreage Drilling Rig Contract & Mobilisation Process SGS and AGG Acquisit
Slide 20: 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 21: 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% $36.6M* $8.5M Shoki Pty Ltd 11.1% Share Price: $0.20 June 30 2022 TOTAL SHARES TOTAL OPTIONS Noble Helium Share Price and Volume 183.2M 45.5M $0.45 14,000,
Slide 22: 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 23: 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 3,926km2 of premium Proven success and Exclusive access to with significant supply green helium acreage global network in the unique global helium problem
Slide 24: Contact Us
For personal use only 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 25: 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 26: NSAI Prospective Helium Volume Ranges for Noble Helium North Rukwa PLs
APPENDIX NSAI Prospective Helium Volume Ranges for Noble Helium North Rukwa PLs For personal use only ASX:NHE 26
Slide 27: 2019 USGS World Helium Reserves and Resources
APPENDIX 2019 USGS World Helium Reserves and Resources For personal use only ASX:NHE 27
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