Helium One Global Limited · LSE:HE1
Helium One Global — Investor Presentation (October 2020)
17 slides from Helium One Global's investor presentation, October 2020
Slide 1: Helium One Investor Presentation
vN ,0.' PRIMARY HELIUM COMPANY Helium One Strategic resource in an v expanding market WM Investor Presentation % .m m Helium One Global Ltd Oct 2020 helium-one.com fct i -JBI U
Slide 2: Disclaimer Statement
DISCLAIMER STATEMEMENT The information in this presentation is in summary form and should not be relied upon as a complete and accurate representation of Helium One Global Ltd (Helium One) and its various business activities. While management has taken every effort to ensure the accuracy of the mate
Slide 3: A Globally Significant Asset To Resolve A Supply Constrained Market
HELIUM ONE A Globally Significant Asset To Resolve A Supply Constrained Market Finite irreplaceable Unrisked Prospective Helium resource crucial for Resource (2U) of 138Bcf. technological, medical Primary helium : deep gas and industrial source up to 10.6% He with applications. nitrogen. HELIUM RUKW
Slide 4: Why Helium: A Scarce And Irreplaceable Technology Commodity
WHY HELIUM An Scarce And Irreplaceable Technology Commodity USES OF HELIUM GLOBAL HELIUM GAS MARKET MRI 20% $2.7B in 2018 to $4.5B by 2025 Welding 17% • A colourless, odourless, tasteless, non-toxic, inert, monatomic gas with the lowest boiling point amongst all elements Other 14% Lifting/Balloons 8
Slide 5: Helium Shortage: Supply Shortage – Rising Prices
He HELIUM SHORTAGE Supply Shortage – Rising Prices • 2018 - 5.6Bcf produced vs. global consumption of c.6.3Bcf • Majority of helium produced as a by-product of hydrocarbons with concentrations typically 0.05-0.35% • US Federal Helium reserve, a strategic stockpile established in 1925, ceased sales t
Slide 6: Market Demand
MARKET DEMAND Helium Stocks are amongst the best performing stocks of 2020 • As lack of supply becomes apparent, primary helium stocks have averaged +10x from 13 th April to 13th October 2020 Desert Mountain Energy Royal Helium Blue Star Helium Helium One (TSX:DME) (TSX:RHC) (ASX:BNL) (AIM:HE1) [TBC
Slide 7: Our Helium Assets
OUR HELIUM ASSETS Targeting a Global Scale Helium Province • 100%-ownership 4,512km2 Project Area • USD$7.9M exploration and assessment expenditure to 30 June 2020 • Unrisked Prospective Recoverable Helium Resource (2U/P50) of 138Bcf • Surface helium concentrations of up to 10.6% • Simple logistics
Slide 8: Tanzania: Established Natural Resources Territory
TANZANIA Established Natural Resources Territory • 4th largest gold producer in Africa • Several multinational resource companies operating in country • Legal system based on English Common Law • Helium classed as an Industrial Mineral under Mining Act • 3% Royalty • 16% Government Free Carry • Heli
Slide 9: Multiple Drill Targets & Prospects
He MULTIPLE DRILL TARGETS & PROSPECTS A Pipeline of Advanced and Early Stage Targets Identified RUKWA PROSPECTS AND LEADS Itumbula Springs 8-10% He 9
Slide 10: Helium Play Genesis
Helium Play Genesis 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 RIFTIN
Slide 11: Independently Verified Resource
INDEPENDENTLY VERIFIED RESOURCE Unrisked Prospective Recoverable Helium Volume (2U) of 138Bcf • Prospective resources independently verified by Netherland Sewell & Associates International (USA - 2016) and by SRK in 2019 • Best-Estimate Unrisked Prospective Recoverable Helium Resource (2U/P50) of 13
Slide 12: 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 in RUKWA SUPPLY truck mounted containers INLET OXYGEN MOLECULAR AM
Slide 13: 2020 Drilling Focus
2020 DRILLING FOCUS Targeting Discovery Hole in 2021 • Targeting mobilisation Q1 2021 • Low cost, slim hole exploration • Target depth 300m – 1200m • Conventional trap structures defined by re-processed seismic and high resolution gravity gradient data • Known reservoir / seal stratigraphy • Reservo
Slide 14: Reverse Take Over Listing - AIM
REVERSE TAKE OVER LISTING - AIM Advanced Negotiations With Target Company • Proposed transaction as a merger of Attis and Helium One, resulting in listing on AIM £ % Of Enlarged • Expected timetable: • Deal Announcement: Week 4 Oct Attis 2020 £1,763,799 15.0% Consideration • Admission Document: Week
Slide 15: Board & Management
BOARD & MANAGEMENT Highly Experienced Team Focused on Delivering a Successful Helium Project IAN STALKER DAVID MINCHIN JAMES SMITH Non-executive Chairman Managing Director / CEO Non-Executive Director 45+ years of experience in mine 15+ years of experience as geologist and 30+ years of experience as
Slide 16: Rising Helium Market
He RISING HELIUM MARKET • Strategic global implications to resolve a supply constrained market • Listed primary helium explorers’ share-prices up >10x between April-Oct 2020 • Best-Estimate Unrisked Prospective Recoverable Helium Resource (2U/P50) of 138Bcf. The biggest resource of any listed primar
Slide 17: Primary Helium Company
PRIMARY HELIUM COMPANY info@helium-one.com +44 (0) 20 3978 5320 www.helium-one.com
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