Noble Helium Ltd. · ASX:NHE
Noble Helium — Investor Presentation (June 2023)
21 slides from Noble Helium's investor presentation, Jun 5, 2023
Slide 1: Green helium for a hi-tech world. Ready to drill in Q3 2023
Corporate Presentation ASX: NHE noblehelium.com.au Green helium for For personal use only a hi-tech world. Justyn Wood Ready to drill 5 June Co-founder and CEO 2023 in Q3 2023.
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Noble Helium Limited (ACN 603 664 268) (Noble Helium or Company) and Competent Person’s Statement For personal use only contains background information about Noble Helium’s current situation at the date of this presentation. The presentation is in su
Slide 3: Funding for upcoming drilling
Funding for upcoming drilling Equity solution delivers significantly better value For personal use only creation potential for shareholders. • Costs to drill and test now considerably less than originally budgeted at the start of the farmout process: o Smaller fit-for purpose rig o 50/50 co-operatio
Slide 4: A ground-floor investment in the world's largest green helium reserve
A ground-floor investment in the potential discovery and development of the world’s largest green helium reserve. For personal use only There is no technology without helium. The helium price is surging with It’s an irreplaceable input for many important transition to market pricing, technologies wi
Slide 5: Noble Helium is led by experienced oil and gas pioneers
Noble Helium is led by experienced oil and gas pioneers. For personal use only Justyn Wood Shaun Scott Prof Andrew Garnett Eddie King Kent Masters Noble Helium also Chief Executive Officer Executive Chairman Non-Executive Director Non-Executive Director Anchor Investor commissioned, and has exclusiv
Slide 6: Four primary helium projects along Tanzania's East African Rift System
Four primary helium projects along Tanzania’s East African Rift System. For personal use only The unique geology of the rift basins of Tanzania has created a prolific helium generation system, 2-3Ga Tanzanian Craton evidenced by the helium concentrations emanating from the ground in more than a doze
Slide 7: We're ready to drill!
We’re ready to drill! For personal use only Our initial target will be to drill and test the Mbelele BMFC, using a simple onshore shallow vertical well. A low execution risk, high probability of success, basin-opening well. Our currently defined targets, Mbelele, Pegere and Kachinga/Dagaa are just 3
Slide 8: We've spent seven years pinpointing these wells
We’ve spent seven years pinpointing these wells. For personal use only Our fully georeferenced PetrelTM subsurface model (right) visualises the elements of the Helium System, which are all present and in the correct sequence to host helium accumulations in the North Rukwa. Comprehensive de-risking p
Slide 9: Helium anomalies in soil gas samples
Helium anomalies in soil gas samples Mbelele -3D Spatial Stack of Reflectivity Tuning effect or gas charge? For personal use only Tuning effect or Common depth amplitude termination? • multiple common depth amplitude terminations into the BMFC • indicate stacked pay zones Common-depth amplitude term
Slide 10: Sensible path to market
KENYA Sensible path to market. RWANDA • Strong interest from potential off-takers to For personal use only BRUNDI manage logistics and fund downstream facilities TANZANIA • Early monetization options being explored, including rental or existing liquefication production plant that could be quickly mo
Slide 11: The maths. Worked example
The maths. Worked example For personal use only To achieve an annual The estimated total CAPEX And the estimated total As a gas, helium has similar exploration/ production of 2023-2027 would be OPEX (2027) would be production costs per Mscf as traditional oil and gas but requires significantly less
Slide 12: Capital raise highlights
Capital raise highlights. • An institutional placement to raise approximately A$13.5 million, to be undertaken in two tranches: − Tranche 1 will raise approximately $7.8 million through the issue of approximately 33.6 million new shares under For personal use only the Company’s placement capacity un
Slide 13: Use of funds
Use of funds. For personal use only Monies raised will be used to fund the drilling and testing of onshore wells at our North Sources A$M Rukwa Project with simple, vertical designs to Placement 13.50 reduce costs and minimise risk. Uses A$M Offer Costs 0.51 Drill, Test and P&A Mbelele-1 10.80 Long
Slide 14: Indicative offer timetable
Indicative offer timetable. For personal use only Event 2023 Trading halt Thursday, 1 June Trading Halt lifted, announce completion of tranche 1 of the Placement Monday, 5 June Settlement of new shares issued under tranche 1 of the Placement Thursday, 8 June Allotment and trading of new shares issue
Slide 15: Invest in the future of helium
Invest in the future A ground-floor investment in the potential of helium. discovery and development of the world’s largest green helium reserve. For personal use only Drilling in Q3. 01 02 03 04 Favourable Experienced World class Green market team assets helium 2 He Helium ASX NHE 15 Green helium f
Slide 16: Summary of key risks
Summary of key risks. There are risks associated with an investment in the Company. The numerous risk factors are both of a specific and general nature. Some can be mitigated by the use of safeguards and appropriate systems and controls, but some are outside the control of the Company and cannot be
Slide 17: Summary of key risks (cont.)
Summary of key risks (cont.). Risk Description For personal use only Prospecting The licenses issued to the Company’s subsidiaries are prospecting licences. If these licenses result in a Mining Licence or Special Mining Licence as defined in the Tanzania Mining Act 2010 being granted then additional
Slide 18: Summary of key risks (cont.)
Summary of key risks (cont.). Risk Description For personal use only Changes in The Company’s possible future revenues may be derived mainly from helium or from royalties gained from potential joint ventures or other arrangements. Consequently, the Company’s potential future earnings will likely be
Slide 19: Foreign selling restrictions
Foreign selling restrictions. This presentation has been prepared for information purposes only and is not a prospectus, disclosure document or other offering document under Australian law or under any other law. The distribution of this presentation outside Australia may be restricted by law. Any r
Slide 20: Foreign selling restrictions (cont.)
Foreign selling restrictions (cont.). Jurisdiction For personal use only United Neither this document nor any other document relating to the offer has been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of section 85 of the Finan
Slide 21: Contact
Contact For personal use only 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 ASX NHE 21 Green helium for a hi-tech world noblehelium.com.au