Quantum Helium Limited · LSE:QHE
Quantum Helium — Mosman Oil and Gas — Investor Presentation (November 2023)
17 slides from Quantum Helium's investor presentation, November 2023
Slide 1: Corporate Presentation November 2023
Hydrocarbon, helium and hydrogen exploration and development Corporate Presentation November 2023 1
Slide 2: Disclaimer
● This presentation has been prepared for general information purposes only and has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Any party who is in any doubt about the investment to which these slides relate should consult an authorise
Slide 3: Cash flow from USA assets and Australian development potential
Cash flow from producing assets in USA Development potential of assets in USA and Australia USA FY23 AUSTRALIA 31,067 boe Exploration for Hydrogen, Helium, Oil and Gas EP 145 Prospective Resource: pa production 440 26 26 1.6 million boe Bcf* total Gas Bcf Helium Bcf Proved plus Probable Reserves inc
Slide 4: Highly Experienced Board
Highly Photo Photo Experienced Board Andy Carroll Nigel Harvey Carl Dumbrell Chief Executive Officer Chairman and Non- Non-Executive Director and Executive Director Executive Director o Extensive Board and o Nigel is an experienced o A partner in a Sydney management experience in Director who also c
Slide 5: USA Production and Development
USA Production and Development 5
Slide 6: USA Project Summary
PRODUCING Approx. Working Project Location Interest Stanley Project Livingstone Project (deep leases) (shallow leases) Cinnabar Texas 75% Stanley Texas 34.85% to 38.5% (various wells) USA Livingston Texas 20% Project Summary Winters Texas 23-29% Greater Stanley Texas 40% Arkoma Stacked Oklahoma 27%
Slide 7: Recent Value Adding Activities
Cinnabar (75% WI) • Two old wells producing since 1980s. Geological model updated with 3D seismic indicates significant redevelopment potential. • Cinnabar-1 successfully drilled and on production. • Reserves re-calculated and increased following drilling. Remaining Proved and Probable Reserves Rece
Slide 8: USA Cinnabar Summary
Status • 75% WI and Operator • Lease has production track record • Updated geological mapping optimised location of new well (Cinnabar-1 “G3”). • G3 well was drilled and placed on production. Production (intermittent) from 3 wells USA Reserves • A Reserve Report (2017) indicated total Cinnabar Summa
Slide 9: Australia Exploration for Helium, Hydrogen, Hydrocarbons
Australia Exploration for Helium, Hydrogen, Hydrocarbons 9
Slide 10: Australia EP 145 EP(A) 155
Located in the Amadeus Basin in the Northern Territory, EP 145 and EP(A) 155 both contain wells that flow tested hydrocarbons and lie on trend with producing oil and gas fields Australia EP 145 Seismic Drilling 2022/2023 EP(A) 155 10
Slide 11: Helium and Hydrogen Prospectivity
Helium and Mosman Projects Hydrogen Prospectivity Source: Modified from CTP, Annual Report 2021 • Amadeus Basin contains some of the highest concentrations of helium globally and confirmed presence of hydrogen accumulations. • Only small percentages of helium required for economic success due to hig
Slide 12: Australian Exploration Projects
• EP 145 and EP(A) 155 both contain wells that flow tested hydrocarbons and lie on trend with producing oil and gas fields. • Recent exploration activities have identified stacked targets from Ordovician to Proterozoic age Australian indicating significant untested potential for hydrocarbons, helium
Slide 13: EP 145 Farmin with Greenvale
Prospective Low Estimate Best Estimate High Estimate Resources (Bcf) Total Gas 12 440 2, 290 Helium 0.3 26.4 229 EP 145 Top Basement Structure Map, EP145 Hydrogen 0.24 26.4 275 Source: Mosman Oil and Gas Ltd, October 2022 • Estimated gross Prospective Resource volumes for Farmin with hydrocarbons, h
Slide 14: EP(A) 155 Prospective Resources
Net Attributable Prospective (Recoverable) Resources 3,400 Acres Based on CPR 2U Calculations Natural Gas (TCFG) 0.91 Helium (BCFG) 111 EP(A) 155 Hydrogen (BCFG) 102 Prospective Source: Georgina Energy Resources Farmin Agreement in place (that may be terminated in certain circumstances) Current acti
Slide 15: Business Model, Outlook, Progress
Business Model Increase cash flow in the USA Outlook High potential exploration for Hydrocarbon, Helium & Hydrogen in Australia. Right size management structure of experienced people across multiple disciplines, no full time staff, minimizing overheads Progress Optimising production in USA,
Slide 16: Thank you
MOSMAN OIL AND GAS LIMITED AIM: MSMN. Thank you
Slide 17: Capital Structure
Capital Structure AIM TICKER MSMN Shares 7.81 billion Warrants 687,500,000 GBP 0.0016 (May 2024) Capital Structure 571,428,571 GBP 0.0015 (November 2024) 30,000,000 GBP 0.00055 (April 2024) 428,571,428 GBP 0.0007 (July 2025)
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