Noble Helium Ltd. · ASX:NHE
Noble Helium — Investor Presentation (April 2022)
17 slides from Noble Helium's investor presentation, Apr 13, 2022
Slide 1: Securing the Future of Helium
For personal use only SECURING THE FUTURE OF HELIUM Investor Presentation April 2022
Slide 2: Disclaimer
Disclaimer Helium Volumes Disclaimer Helium Prospective Volumes for the North 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 Rukwa Project have
Slide 3: Highlights
For personal use only Highlights Established in Helium is a Noble Helium early mover in Noble Helium Strong news flow expected in 2022, 2017 with strategic global recognising the need for comprised of including: drilling on adjacent acreage in onshore commodity with helium supply security and highly
Slide 4: Helium Market
For personal use only Helium Market Helium: Critical • Mainly used in MRI machines, rockets, welding, leak Industrial Gas with detection, lifting/inflation. Current Total • Recent increased demand from semi conductor chip Market Size ~US$3b fabrication at 11% CAGR. per annum (6.2Bcf/yr) with • Un-su
Slide 5: Tanzania – Helium in the East Africa Rift System
For personal use only Tanzania – Helium in the East Africa Rift System • Core asset: Pmean 175.5 Bcf to date from only one of four identified areas – two of which are awarded with two pending. • Resource upgrades expected over 6 – 24 months from other areas. • Potentially best untested helium geolog
Slide 6: Corporate Snapshot
Corporate Snapshot Noble Helium Ltd (ASX:NHE) Post A$10m IPO Raise Board and Management For personal use only Total shares (M) (106.5M escrowed) 183.2 Total options (M) (37.4M escrowed) including 45.4 Chairman • Shaun Scott - Seed options (20c, exp 16 Sep 2025) 28.3 B.A. (Rec Admin), B. Bus, CA - Di
Slide 7: Helium Focused Listed Company Performance
Helium Focused Listed Company Performance • Green Helium: Noble is considered a green source of helium, as a For personal use only ASX and International Helium Peer Metrics primary resource not associated with production of fossil fuels. Company EV1 P50 Resource A$/Mscf • Excellent Helium %: Regiona
Slide 8: Tanzanian Prospecting Licences and Applications
Tanzanian Prospecting Licences (PLs) and Applications (Apps) • Core assets - 3,926km2 of premium Tanzanian helium For personal use only exploration acreage. • In early 2017, Noble hand-selected 4 Tanzanian Rift Basins for their helium prospectivity: • North Rukwa • North Nyasa • Eyasi • Manyara • No
Slide 9: Tanzanian Helium in the East Africa Rift
Tanzanian Helium in the East Africa Rift • For 70 years, East African Rift System (EARS) basins were For personal use only South Lokichar Basin: considered too high risk for oil and gas exploration. 0.75 billion bbl to date • Noble MD played key role in the first oil discoveries in western Uganda in
Slide 10: Key Leads in North Rukwa PLs – 175.5 Bcf Helium
Key Leads in North Rukwa PLs – 175.5 Bcf Helium • BMFC play: 100% discovery rate Prospective resource built on legacy Amoco seismic • Key leads considered enormous by global standards. For personal use only in East African Rift System and well database, repurposed for helium • Total Pmean of 175.5 B
Slide 11: Exclusive Helium Atlas
Exclusive Helium Atlas Global Helium For personal use only 2021 Helium producing and exporting countries Database to Drive Asset Expansion • exclusive 5-year agreement with global helium experts for access to world first helium Atlas. • Will facilitate identification of additional prospective areas
Slide 12: Look Forward Activity – Busy 12+ Months
For personal use only Look Forward Activity – Busy 12+ Months Grant of PLs Update to Prospective Resource Helium One Drilling in Adjacent Acreage Potential Catalysts Potential New Country Entry Finalise Drill Targets Rig Contract & Mobilisation Drilling Process & 2D / 3D Seismic Planning Acquisition
Slide 13: Summary
For personal use only Summary • Extensive acreage position with high-impact exploration potential. • 175.5 Bcf* independently estimated mean prospective helium resource in one area alone. • Potential for further resource add from other areas during 2022. RIGHT TEAM • Strong team and attractive valua
Slide 14: Contact us
For personal use only Contact us info@noblehelium.com.au T: 08 9481 0389 www.noblehelium.com.au Registered Office Noble Helium Limited Level 11, London House 216 St. Georges Terrace, Perth Western Australia, 6000
Slide 15: Regulatory, Fiscal and Licensing Environment
Appendix 1 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, developmen
Slide 16: NSAI Prospective Helium Volume Ranges for North Rukwa PLs
Appendix 2 NSAI Prospective Helium Volume Ranges for Noble Helium North Rukwa PLs For personal use only 16
Slide 17: 2019 USGS World Helium Reserves and Resources
Appendix 3 2019 USGS World Helium Reserves and Resources For personal use only Country Reserves Bcf Resources Bcf Total Bcf Probable Possible Speculative US (excl Cliffside) 138 188 209 180 716 Qatar 0 357 0 0 357 Rukwa Basin 354 354 (estimated summed Pmean*) Algeria 64 290 0 0 353 Russia 60 240 0 0