Avanti Helium Corp. · TSXV:AVN
Avanti Helium — Investor Presentation (March 2023)
32 slides from Avanti Helium's investor presentation, March 2023
Slide 1: Corporate Presentation March, 2023
Corporate Presentation March, 2023 TSXV: AVN | OTC: ARGYF
Slide 2: Disclaimer
Disclaimer This presentation has been prepared as of August 2022 (the “Presentation”) for information required by applicable securities laws. The reader is cautioned not to place undue reliance be an optimistic estimate. It is unlikely that the actual remaining quantities recovered will purposes onl
Slide 3: Avanti Helium is Focused on Exploration, Development and Production of Helium
Avanti Helium is Focused on the Exploration, Development and Production of Helium Across Western Canada and the United States To date Avanti has completed the acquisition of several helium assets located in Montana, Alberta, and Saskatchewan Avanti continues to evaluate and identify additional heliu
Slide 4: Avanti Capitalization
Avanti Capitalization Basic 77,086,622 Basic Shares Outstanding MM 77.0 9,757,575 @ $.80 exp Oct 24, 2024 4,207,250 @ $1.60 exp Mar 15, 2024 Warrant 4,517,832 @ $1.00 exp Feb 6, 2025 In the Money Warrants & Options MM 1.3 FD Shares Outstanding MM 104.0 2,300,000 @ $.80 exp March 1, 2028 Net Debt C$M
Slide 5: Our Process
Our Process OTC: ARGYF TSX: AVN ▶ G&G team has built a proprietary geological model to understand helium migration and accumulation at a fundamental level. ▶ Approach and methodology is similar to that used Avanti Helium Corporate Presentation to identify and assess the Montney. ▶ Reviewed 30+ oppor
Slide 6: Investment & Opportunity Highlights
Investment & Opportunity OTC: ARGYF Highlights TSX: AVN Greater Knappen: Montana Development Exploration ▶ Proved initial helium pool ▶ Montana – proceeding to surrounding the WNG 11-22 well, licencing on Keith 14-13 well in in northern Montana. new pool SE of WNG 11-22. Avanti Helium Corporate Pres
Slide 7: Management Team
Management Team CHRIS BAKKER GENGA NADARAJU CARTER CHALMERS KEVIN MORRISSETTE MBA, CEO VP – Subsurface Director - Marketing & Corporate Development P.GEOL Chris Bakker has over two decades of experience in oil and gas, Genga Nadaraju has over two decades of Carter Chalmers is a senior business leade
Slide 8: Board of Directors
Board of Directors CHRIS BAKKER ROB GAMLEY GREG BRONSON MIKE LEO Chris Bakker has over two decades Rob Gamley’s career spans Mr. Bronson is a professional geologist with 30 years of Mr. Leo graduated in 2001 of experience in oil and gas, most over a decade in corporate exploration and development ex
Slide 9: Fastest Growing Uses
Fastest Growing Uses MEDICAL INDUSTRY CRYOGENICS WWW ELECTRONICS Helium is mandatory for MRI Helium is the only element that High Speed Internet, fibre optic Electronics & Semiconductors require machines which require 800 can come close to reaching cables must be manufactured helium to be used at di
Slide 10: Rising Demand & Geopolitical Risk to Supply
Rising Demand & Geopolitical Risk to Supply OTC: ARGYF 300 6.5% CAGR Demand Growth on our TSX: AVN 250 base case between '20 - '25 Million Cubic Meters 200 Russia supply lost for 150 Avanti Helium Corporate Presentation how long? 100 Algeria supply lost 50 for how long with LNG diversion to Europe?
Slide 11: Greater Knappen
Greater Knappen
Slide 12: Opportunity Highlight
Opportunity Highlight ~82k 100% ~1-2% Stacked Pay Acres of Helium OTC: ARGYF Operatorship Helium Content Helium Target Zones Prospective Land LAND ACQUISITION TSX: AVN • Strategic and targeted approach in Alberta and Montana. • Focused in high-graded area for helium exploration. GEOLOGY AND HELIUM P
Slide 13: Greater Knappen Prospect Areas
Greater Knappen Prospect Areas GREATERKNAPPENCONSISTSOFSEVERAL DEVELOPMENT AREAS Alberta Crown Montana private OTC: ARGYF acquisition owner SOUTHERN ALBERTA • Knappen acquisition • Aden • Kicking Horse • Sweetgrass 1 2 TSX: AVN • Keith Avanti Helium Corporate Presentation 3 4 5 NW MONTANA 1. Knappen
Slide 14: Preliminary Contingent & Prospective Resources
Preliminary Contingent & Prospective Resources OTC: ARGYF CONTINGENT RESOURCES • Play type proven Gross Unrisked Avg Net Unrisked • Drilling unlocks value Total Gas Hellium WI Total Gas Hellium Aden Bcf MMcf % Bcf MMcf Low 16 176 91 14 153 Resource Area TSX: AVN Medium 23 255 91 21 221 High 42 465 9
Slide 15: Avanti Contingent Resources Report WNG Discovery Pool
Avanti Contingent Resources Report WNG Discovery Pool Volumes ▶ WNG 11-22 well & WNG 10-21 wells in the Sweetgrass pool Helium (mcf) Nitrogen (mmcf) ▶ Drill, Complete, Tie in Costs US ~$2.5MM / Well 221,000 2047 Prepared by McDaniel's Associates January 31, 2023; Sweetgrass pool is one of the over 1
Slide 16: Avanti Sweetgrass Structure
Avanti Sweetgrass Structure 10-21 appraisal well OTC: ARGYF (50m down structure) TSX: AVN Basement structure 3D seismic confirmed the presence of the structure Avanti Helium Corporate Presentation Avanti Discovery Well Avanti Appraisal Well (Drill schedule Q4 2022) Basement structure High Case 3D se
Slide 17: Canadian Helium
Canadian Helium 200 Total Helium Rate (flow test) in the last 20 years OTC: ARGYF production 150 TSX: AVN • The chart rates represent best well from each respective pool from all known Canadian and northern USA Helium pools. 100 • Rates are from Cambrian Basal Sandstone zone Avanti Helium Corporate
Slide 18: Leader Saskatchewan
Leader Saskatchewan
Slide 19: Opportunity Highlight
Opportunity Highlight OTC: ARGYF ~80k 100% ~1% TSX: AVN Acres of Helium Operatorship Helium Content Prospective Land SW Saskatchewan is the hub of western Canadian helium activity. The leader area in SW Saskatchewan contains three helium exploration permits for a total of ~80,000 acres. The Avanti H
Slide 20: Leader Prospect Areas & Timeline
Leader Prospect Areas & Timeline OTC: ARGYF Q3 - Q4, 2021 Executed to Date SASKATCHEWAN Technical work and land prospecting. ALBERTA SW SASKATCHEWAN TSX: AVN Q1, 2022 Executed to Date Land Acquisition: Acquired helium permits in SW Saskatchewan. Q2, 2022 Executed to Date Avanti Helium Corporate Pres
Slide 21: Leader Resources & Development Potential
Leader Resources & Development Potential Avanti is planning to acquire seismic data on numerous geological prospects within our existing permits, with the goal of confirming basement structures and firming up drilling locations. We will also continue to expand the current land position, applying for
Slide 22: Thank You!
THANK YOU! TSXV: AVN | OTC: ARGYF AVANTI ENERGY Investor Relations 100, 750 11 Street SW Calgary, AB, T2P 3N7 403-384-0409 [email protected]
Slide 23: Appendix Slides
Appendix Slides Corporate Presentation TSXV: AVN | OTC: ARGYF
Slide 24: Demand Constituents of Helium
Demand Constituents of Helium (USA) Source: US Geological Survey, Cormark Securities Inc.
Slide 25: Where is Helium Found?
Where is Helium Found? OTC: ARGYF Helium is found by drilling wells, similar to natural TSX: AVN gas. It is formed from radioactive decay of heavy elements like Uranium and Thorium Helium can be trapped deep under hard non- porous rock where it cannot escape. Gravity can’t Avanti Helium Corporate Pr
Slide 26: Why Helium
Why Helium Helium is the second most abundant element in the universe but extremely rare on earth. As a noble gas, Helium is not combustible. It OTC: ARGYF has properties that make it irreplaceable for industrial applications like fibre optic cables, data centres, semiconductor manufacturing, medici
Slide 27: Helium Generation and Trapping Model
Helium Generation and OTC: ARGYF Trapping Model TSX: AVN 1. Helium is generated by the decay of uranium and thorium in the basement rocks 2. Once released from the source rock, helium Avanti Helium Corporate Presentation can interact with formation water 3. Formation water carries the dissolved gase
Slide 28: U.S. Helium Production
U.S. Helium OTC: ARGYF Production TSX: AVN The US is the world’s largest producer, accounting for roughly 40% of supply. However, the US National Helium Reserve in Amarillo, Texas, the world’s single largest source Avanti Helium Corporate Presentation of helium for the past 70 years, is now exhauste
Slide 29: Fueling the High Tech Future
Fueling the High Tech Future THE REACTOR HELIUM COOLING WORLD’S LARGEST FIBRE OPTIC CABLE OF THE FUTURE PARTICLE ACCELERATORS DILUTION REFRIGERATOR MANUFACTURING Superconducting coils are cooled with At the European Organization for Quantum computing relies on After fiber-optic glass is drawn into f
Slide 30: Separation & Purification
Separation & Purification OTC: ARGYF Typical Nat Gas Steps if Necessary TSX: AVN Dehy, Sweetening etc. Membrane Separation Avanti Helium Corporate Presentation Pressure- or Temperature- Swing Adsorption Cryogenic Separation & Liquefaction 30
Slide 31: Supply Chain
Supply Chain Pipeline Crude He (~80-90%+) Liquification OTC: ARGYF or Truck ▶ Hugoton Producers ▶ BLM ▶ Air Products ▶ Praxair ▶ ExxonMobil ▶ Other ▶ Linde ▶ IACX, etc. TSX: AVN ISO Container and Truck Primary Liquid He Distribution ▶ Air Products ▶ Messer Avanti Helium Corporate Presentation ▶ Air
Slide 32: Commercial Grades of Helium
Commercial Grades of Helium Grade Purity Description Used in the manufacturing of semiconductor chips and for scientific research, MRI Grade 6 99.9999% machines and for gas chromatography. Derived through liquifaction process. Like Grade 6 helium, it is generally considered "research grade". Similar