Hyterra Ltd · ASX:HYT
Hyterra — Investor Presentation (April 2025)
19 slides from Hyterra's investor presentation, Apr 1, 2025
Slide 1: Maiden Drilling at Our Nemaha Project, USA
Corporate Presentation April 2025 ASX: HYT MAIDEN DRILLING For personal use only AT OUR NEMAHA PROJECT, USA Exploring for natural hydrogen and helium in the United States. A WORLD OF OPPORTUNITY
Slide 2: Important Information
IMPORTANT INFORMATION This presentation and these materials (together the “Presentation”) have been prepared by HyTerra Ltd (ABN 68 No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or 116 829 675) (ASX: HYT, HyTerra or the Company) as a summary of
Slide 3: Let's Liberate Hydrogen
LET’S LIBERATE HYDROGEN Our goal is to deliver How we will get there. For personal use only the world’s cheapest, 01 Deliver a comprehensive exploration program. cleanest, and most 02 Secure key partnerships & customers. reliable hydrogen. 03 Demonstrate a commercial project. WHITE HYDROGEN. A WORLD
Slide 4: HyTerra's Compelling Investment Case
HYTERRA’S COMPELLING INVESTMENT CASE 01 Exploration for hydrogen and helium is near major For personal use only industrial hubs in the Mid-West, USA. 02 Nemaha Project 12-month exploration program funded by Fortescue. 03 Stage one starts with twinning two wells with historical occurrences and a geop
Slide 5: Exploring for Hydrogen and Helium Across 72,500 Acres Near Major Industrial Hubs
EXPLORING FOR HYDROGEN AND HELIUM ACROSS 72,500 ACRES NEAR MAJOR INDUSTRIAL HUBS. For personal use only *Guelard J, Beaumont V, Guyot F, 10+ occurrences within the Nemaha Pillot D, Jezequel D, Ader M, et al. region, some up to 92% hydrogen and Natural H2 in Kansas: deep or shallow origin? Geochem Ge
Slide 6: White Hydrogen Made by Nature
WHITE HYDROGEN White hydrogen and helium is created naturally by the Earth#. MADE BY NATURE Cleaner, greener, and For personal use only cheaper to produce using conventional oil and gas techniques, white hydrogen could revolutionise industry and economies worldwide Source . #Water from the Rocky Mou
Slide 7: Nemaha Exploration Program Funded by Fortescue Investment
NEMAHA EXPLORATION PROGRAM FUNDED BY FORTESCUE INVESTMENT. Fortescue acquired a 39.66% strategic For personal use only stake in HYT for A$21.9 million in December 2024. Funding supports a 12-month exploration program, including continued leasing, advanced geophysical surveys, and additional explorat
Slide 8: Phased Exploration Strategy to Evaluate and Expand Development Potential
PHASED EXPLORATION STRATEGY TO EVALUATE AND EXPAND DEVELOPMENT POTENTIAL Strong news flow ahead with drilling results For personal use only and rapid growth of hydrogen and helium resources. Leasing Exploration Stage One Exploration Stage Two June 2024 – Dec 2024 Jan 2025 – June 2025 July 2025 – Dec
Slide 9: We Have a Range of Planned Shallow to Deeper Targets
WE HAVE A RANGE OF PLANNED SHALLOW TO DEEPER TARGETS West East For personal use only WHITE HYDROGEN. A WORLD OF OPPORTUNITY. Exploring natural hydrogen and helium in the United States. 9
Slide 10: We Start Drilling Two Wells at the Nemaha Project in April
WE START DRILLING TWO First two wells are planned to be drilled deeper than nearby WELLS AT THE NEMAHA wells with historic occurrences.* PROJECT IN APRIL. (permitted) (permitted) The first well will be Sue Duroche 3 For personal use only immediately followed by Blythe 13-20. A third well is optional
Slide 11: Nemaha Project Three Step Process for Each Well
NEMAHA PROJECT THREE STEP PROCESS FOR EACH WELL For personal use only STEP 1 STEP 2 STEP 3 Collect mud Monitor for gas samples pressure and cuttings build up Extended well test for productivity Drill well Data Well gathering Collect gas re-entry Run wireline samples from logs surface Make decision t
Slide 12: Hydrogen and Helium Value Chain
HYDROGEN AND HELIUM Several local commercialisation VALUE CHAIN pathways to develop. For personal use only 2023 global ammonia market1 Hydrogen ~US$80B 2032 forecast of global ammonia market1 Nitrogen Ammonia plant NH3 Green fertiliser ~US$120B Producers 2027 forecast of global helium market2 Helium
Slide 13: Geneva Project Hoarty NE3 Gas Samples
GENEVA PROJECT HOARTY NE3 GAS SAMPLES Samples taken from the well head show helium up to For personal use only 12.8% and hydrogen up to 44%. Flow potential of this well cannot be fully determined with current data. HyTerra has a 16% interest (and the right to earn up to 51%) in a Joint Development A
Slide 14: Board & Management
BOARD & MANAGMENT HyTerra’s executive team has proven experience in developing gas projects around the world. For personal use only Russell Brimage Benjamin Mee Dr. Avon McIntyre Christine Nicolau Dr. Josh Whitcombe Non-Executive Chairman Executive Director Executive Director & CTO Non-Executive Dir
Slide 15: Corporate Overview
CORPORATE OVERVIEW For personal use only Share price Market capitalisation Top 20 ownership Share Registry A$0.035 A$57.0m 62.7% FMG 39.5% Enterprise Value Rest of T20 23.2% As at 28 March 2025 As at 28 March 2025 A$37.8m 52 week high $0.059, low $0.019 As at 28 March 2025 Non T20 37.3% Shares on is
Slide 16: Contact us
HyTerra Ltd Unit 6, Churchill Court, 335 ACN 116 829 675 Hay Street, Subiaco WA, ASX: HYT Australia, 6008 For personal use only Contact us Benjamin Mee Avon McIntyre Executive Director Executive Director eNews ben@hyterra.com avon@hyterra.com Join the conversation Follow us Subscribe to our e-news:
Slide 17: Appendices
APPENDICES For personal use only A. Hydrogen is the world’s wonder element B. White hydrogen could have the lowest production costs and carbon emissions WHITE HYDROGEN. A WORLD OF OPPORTUNITY. Exploring natural hydrogen and helium in the United States. 17
Slide 18: Hydrogen Is the World's Wonder Element
HYDROGEN IS THE WORLD’S WONDER ELEMENT Current uses of hydrogen Petrochemicals Fertiliser/ammonia Methanol Food and refining production production production Today, hydrogen is used to refine For personal use only petrochemicals and produce ammonia and methanol. Tomorrow, it will be a low-carbon fue
Slide 19: White Hydrogen Could Have the Lowest Production Costs and Carbon Emissions
WHITE HYDROGEN COULD HAVE # Modified from https://koloma.com/geologic-hydrogen/. Values obtained from 2022 GREET Model. Carbon intensity of hydrogen production for natural hydrogen was calculated based on Brandt, A. Greenhouse Gas Intensity of Geologic Hydrogen Produced THE LOWEST PRODUCTION from Su