Noble Helium Ltd. · ASX:NHE
Noble Helium — Investor Presentation (January 2024)
15 slides from Noble Helium's investor presentation, Jan 19, 2024
Slide 1: Drilling confirms major helium system at North Rukwa Project
Investor Presentation ASX: NHE noblehelium.com.au Drilling confirms major For personal use only helium system at North Rukwa Project. Shaun Scott January Executive Chairman 2024
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Noble Helium Limited (ACN 603 664 268) (Noble Helium or Company) and contains Competent Person’s Statement background information about Noble Helium’s current situation at the date of this presentation. The presentation is in su
Slide 3: Green helium for a high-tech world
Green helium for a A ground-floor investment in the potential high-tech world. discovery and development of the world’s largest green helium reserve. For personal use only 01 02 03 04 Helium market World class Proven helium system Commercialisation is accelerating helium assets at North Rukwa coming
Slide 4: There's no technology without helium
There’s no technology without helium. For personal use only It’s an irreplaceable input for many important The global helium market size is expected to grow technologies with significant demand growth from an estimated US$5 billion in 2023 to over from manufacturers of semiconductors used in US$8 bi
Slide 5: The high price of helium means a little makes a lot
The high price of helium As a gas, helium has similar exploration/ production costs per means a little makes a lot. Mscf as traditional oil and gas. For personal use only Revenue from 1,000 Mscf/day Production required for $1 million/day revenue 2 2 * He Helium A$692,000 He Helium 1,444 Mscf* * US$1
Slide 6: Mbelele: the beginning of the story not the end game!
Mbelele: the beginning of the Noble has only explored the top third of the North Rukwa Basin and Mbelele represents only one of up to 10 leads. story not the end game! For personal use only The number of helium shows at all levels across both wells demonstrates that this is a prolific helium produci
Slide 7: Mbelele Prospect: what we've found
Mbelele Prospect: what we’ve found. For personal use only • Probable 10-15m free gas cap around 85m. • Multiple reservoir zones filled with helium-rich fluids at or very close to fully saturated. • 47.5m net reservoir in Mbelele-1 and 163.0m net reservoir in Mbelele-2. • Very high permeability and e
Slide 8: What's next?
What’s next? Funding in place to achieve all of the below: 07 06 For personal use only Ongoing 05 Continue to discussions with potential 04 Small low-cost mature additional off-takers to monetise 03 Re-drill gas pilot to de- pressurise the targets within North Mbelele. 02 Working with cap to obtain
Slide 9: Why test the helium saturated water?
Why test the helium saturated water? For personal use only 01 02 03 04 05 06 07 Helium is a As noted early, Multiple on-site The water Lab results Small low- Water is the rare, critical, we can get the tests appears to be from well cost pilot to primary in demand same revenue as demonstrated at or c
Slide 10: Early monetisation opportunity
Early monetisation opportunity. For personal use only Negotiations advanced with potential off-takers to manage logistics and fund downstream facilities. • Helium liquefaction plant on site with potential to process around 500mscf per day (200,000mscf/year = 0.2Bcf/year). Only 2Bcf required for comp
Slide 11: We're writing the book on helium. Literally.
We’re writing the book We’re also working with two of the on helium. Literally. world’s foremost helium geoscientists. For personal use only Noble Helium commissioned, and has licensed, the world’s first ‘Helium Atlas’ from Global Helium Resources, who’s two foremost helium experts – Dr. Jon Gluyas
Slide 12: Noble Helium is led by experienced oil and gas pioneers
Noble Helium is led by experienced oil and gas pioneers. For personal use only Shaun Scott Justyn Wood Prof Andrew Garnett Eddie King Greg Columbus Kent Masters Executive Chairman Chief Executive Officer Non-Executive Director Non-Executive Director Non-Executive Director Anchor Investor Helped pion
Slide 13: 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 01 02 03 04 Helium market World class Proven helium Commercialisation is accelerating helium assets system in view 2 He Helium ASX N
Slide 14: Contact
Contact For personal use only T: + 61 (0)8 9481 0389 E: [email protected] Registered Office Noble Helium Limited Level 8, London House 216 St. Georges Terrace Perth WA 6000 ASX NHE 14 Green helium for a hi-tech world noblehelium.com.au
Slide 15: Our primary green helium doesn't come from fossil fuels
Our primary green helium doesn’t come from fossil fuels. For personal use only Surface gas sampling in and around the Noble’s Primary and Green Helium tenements indicate that helium trapped In Tanzania, Primary Helium is being released from basement with underground is “Primary Helium” (associated w