Noble Helium Ltd. · ASX:NHE
Noble Helium — African Mining & Energy Forum (December 2023)
19 slides from Noble Helium's conference presentation, Dec 4, 2023
Slide 1: Primary green helium for a hi-tech world
African Mining & ASX: NHE noblehelium.com.au Energy Forum Primary green helium For personal use only for a hi-tech world. Justyn Wood December Drilling confirms Co-founder and CEO 2023 potential for discovery.
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Noble Helium Limited (ACN 603 664 268) (Noble Helium or Company) and Competent Person’s Statement For personal use only contains background information about Noble Helium’s current situation at the date of this presentation. The presentation is in su
Slide 3: The pitch
The pitch A ground-floor investment in the potential discovery and development of the world’s largest primary green helium reserve. For personal use only 01 02 03 04 Favourable Experienced World class Primary market team assets Green helium 2 He Helium ASX NHE 3 Green helium for a hi-tech world nobl
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 technologies with significant demand growth from manufacturers of semiconductors used in computers, mobile phones, cars, (even kids’ toys). ASX NHE 4 Green helium for a hi-tech world nobleheliu
Slide 5: AI needs computer chips. Computer chips need helium.
AI needs computer chips. Computer chips need helium. For personal use only Helium is a key manufacturing ingredient required for the computer chips that are the “picks and shovels” of this new AI rush. McKinsey & Company predicts the global semiconductor market will almost double to US$1.065 trillio
Slide 6: That's why the value of the global helium market is growing
That’s why the value of the global helium market is growing. Estimated global helium market US$ billions Actual Forecast For personal use only 9 8 7 6 5 The global helium market size is expected to grow from an estimated US$5 billion in 2023 to over 4 3 2 US$8 billion in 2030 1 0 2022 2023 2024 2025
Slide 7: Helium supply is fragile. Very fragile.
Helium supply is fragile. Very fragile. For personal use only Currently experiencing the fourth worldwide helium shortage since 2006. Decoupling from gas production, and geopolitical USA - BLM federal reserve depleted diversification is the best solution for a secure global Russia – around one third
Slide 8: Helium price surging with transition to market pricing and fragile supply
Historical price of bulk liquid helium The helium price is US$/thousand standard cubic feet (Mscf) surging with transition to market pricing and fragile supply. For personal use only 450 March 2023 Long-term contract bulk liquid helium pricing 400 US$450/Mscf 350 300 250 200 150 100 50 0 2009 2010 2
Slide 9: 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 10: Corporate snapshot
Corporate snapshot. For personal use only Share price Market capitalisation Debt Shares on issue Cash Total options $A0.185 A$73.5m Zero 358m A$8.1m 104m 30 November 2023 20 November 2023 30 September 2023 30 November 2023 30 September 2023 30 November 2023 52 week high $0.29, low $0.135 ASX Share p
Slide 11: Four primary helium projects along Tanzania's East African Rift System
Four primary helium projects along Tanzania’s East African Rift System. For personal use only Noble’s resource has the potential to be the world’s third largest helium resource, and 2-3Ga Tanzanian Craton the largest ever primary helium resource Our projects are located along the East African Rift S
Slide 12: Mbelele: The story so far
Mbelele: The story so far What we’ve found at Mbelele For personal use only • Probable gas column at crest containing N2 and high He. • Better-than-expected, thick, high quality stacked reservoirs with excellent flow potential. • Estimated air-corrected 2-3% helium exsolved from downhole fluid sampl
Slide 13: Mbelele: thicker, higher permeability reservoirs than expected
Table 1: Reservoirs encountered in the Upper and Middle Lake Beds at Mbelele-1 (wireline porosities) Mbelele: thicker, higher GROSS NET permeability reservoirs Start MD THICKNESS THICKNESS N:G than expected. (mRT) ZONE (m) (PHIE>20%) (PHIE>20%) PHIE (%) 135.5 S1 29.9 21.6 72.4 27.0 174.3 S2 15.5 9.1
Slide 14: Early monetization opportunity
Early monetization opportunity For personal use only • Leased plant with potential to process circa 180 to 200mmscf per annum. • Long term off-take ex plant. • Minimal capex for field development. • The information gathered so far from Mbelele wells has ticked many boxes, and even at modest flow rat
Slide 15: The maths. Worked example
The maths. Worked example For personal use only To achieve an annual The estimated total CAPEX And the estimated total As a gas, helium has similar exploration/ production of 2024-2025 would be OPEX (2026) would be production costs per Mscf as traditional oil and gas but requires significantly less
Slide 16: 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 Favourable Experienced World class Green market team assets helium 2 He Helium ASX NHE 16 Green helium for a hi-tech wor
Slide 17: 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 17 Green helium for a hi-tech world noblehelium.com.au
Slide 18: We're writing the book on helium. Literally.
We’re writing the book We’re also working with on helium. Literally. two of the 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 19: 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
Noble Helium — African Mining & Energy Forum (December 2023) on 6ix