Quantum Helium Limited · LSE:QHE
Quantum Helium — Mosman Oil and Gas — Investor Presentation (July 2022)
19 slides from Quantum Helium's investor presentation, July 2022
Slide 1: Corporate Presentation: The Way Forward
Corporate Presentation The Way Forward July 2022 1
Slide 2: Conventional Oil and Gas Production and Development in USA, Exploration in Central Australia
Conventional Oil and Gas Production and Development in USA Exploration in Central Australia Mosman’s strategic objective remains to identify opportunities which will provide operating cash flow and have development upside, in conjunction with exploration of exploration permits. 2
Slide 3: Mosman has a two-pronged approach: USA Production & Development
Mosman has a two-pronged approach USA Production & Development 3
Slide 4: Australia Exploration for Helium, Hydrogen, Oil and Gas
Australia Exploration for Helium Hydrogen Oil and Gas 4
Slide 5: USA Project Summary
PRODUCING Approx. Working USA Project Location Interest Stanley Project Livingstone Project Falcon Texas 75% (deep leases) (shallow leases) Project Stanley Texas 34.85% to 38.5% (various wells) Summary Livingston Texas 20% 29% Winters-1 Winters Texas 23% Winters-2 Greater Stanley Texas 40% Arkoma st
Slide 6: The Way Forward
● First well to be drilled at Cinnabar is approved and will spud in August/September. The Way Forward ● If the targeted production rate at Cinnabar is achieved, Net Production could increase by 130 boepd. ● Financial strength currently operating above cashflow breakeven (not including major capital
Slide 7: USA Production
USA Production Note: Mosman’s net production is net working interest before royalties. Oil Oincreased from 7
Slide 8: USA Cinnabar Background and Reserves
Background • Lease with two historic production wells. USA • Reviewed and updated geological mapping optimised location of the new development well. • Existing infrastructure allows well to be put on Cinnabar production. • Multi-well potential. Reserves A Reserve Report (2017) indicated Reserves (10
Slide 9: USA Cinnabar Development
Development USA • Potential for multiple development wells in the existing 348-acre Cinnabar lease. Cinnabar • Standard Wilcox spacing is 40 acres per well. • Economics to drill are compelling with the current oil and gas price. • Approvals now received. • Funding in place. • Drill planned for Augus
Slide 10: USA Cinnabar New Well
New Well Cinnabar Cross Section • Well planned and USA funded. • Targeted production is Cinnabar 130 boepd. • If successful will lead to multiple wells. • Optimal well location identified with multiple Willcox sand target zones. 10
Slide 11: Australian Exploration Projects
• Mosman’s permits contain hydrocarbon discoveries and sit within recognized play fairways for helium & hydrogen. • Helium and hydrogen are proven in the basin through exploration drilling with some of the Australian highest concentrations of helium globally and confirmed presence of hydrogen accumu
Slide 12: Amadeus Basin Recent & Future Drilling Activity & Investment Activity
Exploration activity in the Amadeus basin has increased significantly in the last 5 years with the opening of the Northern Gas Pipeline making major projects commercially attractive. Amadeus Basin Recent & Future Drilling Activity & Investment Activity Seismic Drilling Peak Helium 100% (modified fro
Slide 13: Gravity Data Acquisition & Modelling Supports Helium and Hydrogen Exploration
Gravity Data Acquisition & Modelling First high resolution survey of the entire permit acquired by Mosman in 2021. Recent Exploration Gravity Model supports targets at multiple levels. Activity supports Supports helium and hydrogen exploration in addition to hydrocarbons. Helium and Hydrogen E
Slide 14: Geological Modelling Supports Stacked Hydrocarbon, Helium and Hydrogen Targets
SW EP145: West Walker-1 NE SW Mereenie Field NE Devonian Proven Oil & Gas Top Mereenie Sandstone play in EP145 Geological Modelling supports Near Top Stokes Sandstone Near Top Stairway Sandstone Oil & Gas stacked Near Top Pacoota Sandstone Production Hydrocarbon, Near Top Goyder Sandstone Proven Gas
Slide 15: Potential Sweet Spot for Helium, Hydrogen and Hydrocarbons
Potential “sweet spot” for Helium, Hydrogen and Hydrocarbons ● Basement High analogous to proven Helium structures identified in the Amadeus Basin. ● Reactivated basement faults provide migration pathway for Helium and Hydrogen. Potential “Sweet ● Tent Hill area may be “sweet spot” for Helium, Hydro
Slide 16: In Summary
Mosman’s strategic objective remains to identify opportunities which will provide operating cash flow and have development upside, in conjunction with exploration of exploration permits. In Summary Business Model Conventional Oil and Gas. Production and development in the USA. Exploration for
Slide 17: Conclusion
Conclusion Mosman continues to deliver solid production in USA. Potential exploration including Hydrocarbons, Helium and Hydrogen in the Amadeus Basin. Approvals and funding in place for Cinnabar drill in August/September. 17
Slide 18: 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 19: Capital Structure
Capital Structure AIM TICKER MSMN Shares 5,220,138,052 Capital Structure 360,000,000 GBP 0.0025 (October 2022) 16,000,000 GBP 0.00125 (October 2022) 750,000 GBP 0.02 (February 2023) 500,000,000 GBP 0.0025 (March 2023) 20,000,000 GBP 0.0015 (March 2023) 687,500,000 GBP 0.016 (May 2024)
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