Helium One Global Limited · LSE:HE1
Helium One Global — Investor Presentation (April 2021)
19 slides from Helium One Global's investor presentation, April 2021
Slide 1: The Primary Helium Company
THE PRIMARY HELIUM COMPANY helium-one.com
Slide 2: Disclaimer Statement
DISCLAIMER STATEMEMENT The sole purpose of this Introductory document (“Document”) is to provide information on Helium One Global Ltd and its subsidiary companies (“Helium One” or “the Company”). This document is strictly private and confidential and is intended solely for the information of the rec
Slide 3: Helium One
HELIUM ONE A Globally Significant Asset To Resolve A Supply Constrained Market • Helium: finite and irreplaceable element, crucial for high value ‘next-gen’ technological, medical and industrial applications • Potential to discover the largest primary helium deposit in the world, with very high heli
Slide 4: Why Helium
WHY HELIUM An Irreplaceable Technology Commodity in Supply Crisis • Vital resource, essential in modern technologies with major critical and irreplaceable use throughout the science, medicine and manufacturing industries • Produced by radioactive decay, deep in the Earth’s crust and mantle • Cannot
Slide 5: Helium Uses
HELIUM USES A Wide Range of High-Value Next-Gen Applications • Essential component of growing ‘next-gen’ technology focused businesses • China has doubled its estimated helium consumption over the last ten years and is expected to maintain robust growth rates despite a lack of domestic supply GLOBAL
Slide 6: Helium Shortage
He HELIUM SHORTAGE Supply Shortage – Rising Prices o Majority of helium produced as a by-product of hydrocarbons with concentrations typically 0.04-0.35% He o US Federal Helium reserve, a strategic stockpile established in 1925, ceased sales to industrial customers in 2019 o Inelastic byproduct supp
Slide 7: Our Helium Assets
OUR HELIUM ASSETS Targeting a Global Scale Helium Province • 100%-ownership 4,512km2 • 3 Project areas • 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 logis
Slide 8: Tanzania
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: 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 10: Multiple Drill Targets & Prospects
He MULTIPLE DRILL TARGETS & PROSPECTS 21 Prospects and 4 Leads Identified RUKWA PROSPECTS AND LEADS Itumbula Springs 8-10% He 10
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 RUKWA SUPPLY transported in truck mounted INLET OXYGEN AMINE MOLEC
Slide 13: 2021 Drilling Focus
2021 DRILLING FOCUS Targeting Discovery Hole in 2021 • Low cost exploration using slim hole technology • Targeting shallow trap structures proximal to high grade surface seeps • Drill planning on-schedule with rig-selection and contract negotiation well advanced • Permitting progressing with ESIA su
Slide 14: Commencement of Seismic Campaign
COMMENCEMENT OF SEISMIC CAMPAIGN Mobilisation On-Schedule with Strong Community Support • The 150km infill seismic campaign is intended to provide improved resolution over identified drill targets • Programme commenced in February after extensive liaison by Helium One management with local communiti
Slide 15: Award of Drilling Contract
AWARD OF DRILLING CONTRACT Mobilisation of High Capacity Rig for Exploration and Appraisal • Drilling targeted to commence in mid-May 2021 • Accelerated mobilisation with rig already in country • Mitchell Drilling option to take payment for 3rd hole as equity demonstrating commitment and confidence
Slide 16: Rukwa Exploration Timeline
RUKWA EXPLORATION TIMELINE Aggressive Exploration and Development Plan • Aggressive timeline for fieldwork Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep with significant project development Indicative Timeline planned in 2021 ESIA Baseline Study • Q1 2021: 150km Infill seismic Compensation Survey
Slide 17: 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 18: A Transformational Opportunity
He A Transformational Opportunity • Helium One has potential to identify a globally significant resource • Strategic implications to resolve a supply constrained market • Vital resource, essential and irreplaceable in a range of high value next-gen applications • The biggest prospective resource of
Slide 19: The Primary Helium Company
THE PRIMARY HELIUM COMPANY info@helium-one.com +44 (0) 20 3978 5320 www.helium-one.com
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