Quantum Helium Limited · LSE:QHE
Quantum Helium — Mosman Oil and Gas — Investor Presentation (March 2025)
21 slides from Quantum Helium's investor presentation, March 2025
Slide 1: Focusing on helium, hydrogen and hydrocarbon
Focusing on helium, hydrogen and hydrocarbon AIM: MSMN | March 2025 1
Slide 2: Disclaimer
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
Slide 3: Mosman Opportunity Overview
Mosman Opportunity Overview Mosman (AIM: MSMN mkt cap £9 m) Compelling undervalued helium opportunity compared to peers Liquid AIM stock now focusing on Helium Helium is 100x more valuable than hydrocarbon gas Proven high % Helium areas in US and Australia Targeting low risk locations close to prove
Slide 4: Highly Experienced Executive Team
Highly Experienced Executive Team Andy Carroll | CEO and Director • Extensive experience in exploration and production in the UK, Canada, PNG and Australia. • Deep expertise from site operations through to CEO and listed companies Board positions • Has managed companies from start up to IPO, operati
Slide 5: Strategy
MOSMAN Helium Strategy
Slide 6: Increase in price of Helium
Increase in price of Helium Helium now between $300 and $500 Global share of helium applications per MCF depending on the region and purity 11% MRI / Cryogenics 23% Other 5% Analytical Optical fiber 14% Rockets 9% Breathing Leak detection 6% 6% Electronics 3% Pressure and purging 15% Welding 14% 6
Slide 7: Evolution of the helium strategy
Evolution of the helium strategy 100% of two large areas EP 145 and EPA 155 in Amadeus Basin Converted Increasing Australian Acquired Vecta, helium price Opportunities assets to Sagebrush and has made it a identified in royalites in Coyote Wash scarce USA order to focus Projects, commodity on lower
Slide 8: US Helium Exploration Overview
US Helium Exploration Overview Stable Investment Area High Helium % Established Infrastructure • OECD (incl USA) • Significant commercial benefit Drilling Costs Established Production Acquired Three Initial Projects with High • Moderate drilling Potential Yet Low Entry costs Costs 8
Slide 9: US Helium Focus
US Helium Focus Mosman’s helium exploration focus is Southwest and Southeast Colorado, which has significant concentrations of helium and historical helium production. Dual target helium and hydrocarbons is a significant commercial benefit (such as Sagebrush which has oil production and revenues) Es
Slide 10: Helium Opportunities, Four Corners Area US
Helium Opportunities, Four Corners Area US Coyote Wash Project (Mosman 100%) Sagebrush project (Mosman 82.5%) Vecta project (Mosman 20%) Vecta project well placed to access heritage helium infrastructure Local helium markets including semi-conductor plants in Arizona 10
Slide 11: Vecta Project - First move into helium in USA
Vecta Project - First move into helium in USA Helium Play System, Colorado Vecta Project Area, Colorado Acquired 10% interest in Vecta Helium Project for US$0.5m in June 2024 before Proven high helium content gas production at nearby Model Dome acquiring a further 10% for shares (market value US$0.5
Slide 12: Coyote Wash Project
Coyote Wash Project Project area: 4320 acres Helium Play System, Colorado Mosman 100% working interest 3D seismic coverage over entire project area Coyote Wash 30-12 drilled by Wintershall, 1984, tested non- flammable gas Five large Helium prospects identified with 3D seismic Targets: Helium within
Slide 13: Sagebrush Project
Sagebrush Project Large acreage position held by production Stable long life oil production with low operating costs Existing oil fields and helium encounters in the area Sagebrush South Helium Play System, Colorado Area: 2560 acres 2D seismic coverage Targets: oil encountered at Sagebrush-1 in alga
Slide 14: Sagebrush Oil Production and Seismic Acquisition
Sagebrush Oil Production and Seismic Acquisition Highlights 15,000-17,000 Bbl oil produced annually since Sagebrush North 2017 from seven wells Outline of 2D seismic data Reprocessing of 2D seismic over entire Sagebrush Project area Proposed 3D to image Sagebrush discovery well and identified leads
Slide 15: Single vs Dual Test Well
Single vs Dual Test Well surface surface 6000’ 6000’ 8500’ 8500’ Dual well test Single Zone well test - An extra string of casing is set before entering the salt - Only one string of production casing set above salt Oil - A larger starting hole to accommodate extra casing - A smaller starting hole H
Slide 16: Midstream – Downstream
Midstream – Downstream An existing pipeline joins the Sagebrush/Coyote Wash areas to the Lison Helium/Gas plant The Colorado section is currently not in use but can be reactivated when needed Helium Activity in the Four Corners area 16
Slide 17: Australia – Assets and Infrastructure
Australia – Assets and Infrastructure EP 145 Permit sold to international oil and gas producer with neighbouring assets and funding for drilling. Mosman holds a 5% royalty on production Sale avoids significant exploration costs of AU$2.5M in 2025 Prospective base case resources of 440Bcf total gas,
Slide 18: Funded Exploration
Funded Exploration Mosman has cash flow from US hydrocarbon projects and the sale of Australian assets Vecta exploration costs are modest: Mosman to fund its 20% share of the five exploration wells, estimated to cost c. US$259,000 per well (gross) Coyote Wash and Sagebrush exploration costs estimate
Slide 19: Outlook
Outlook Coyote EP Wash Helium 145 seismic in 2025 Sagebrush Helium & Oil Vecta Helium Reprocessing of 3D seismic Current Oil production Drilling five exploration wells in • Helium, hydrogen, hydrocarbons 2025 Helium encountered in oil wells Reprocessing of 2D +3D acquisition Development possible in
Slide 20: The Board
The Board Andy Carroll Chief Executive Officer and Executive Director • Extensive Board and management experience in energy sector in the UK, Canada, PNG and Australia. • Particular expertise in oil and gas, taking companies from permit applications and initial exploration operations, through to dev
Slide 21: Key statistics
Key statistics Number of Shares in issue: 19, 537,077,218 Percentage of Shares not in public hands: 1.19% Number of Shares not in public hands: 232,967,767 As of 10 December 2024 Significant Shareholders over 3% by Beneficial owner (updated 10 December 2024) Director Shareholding Name No. of Ordinar
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