Quantum Helium Limited · LSE:QHE
Quantum Helium — Mosman Oil and Gas — Investor Presentation (April 2025)
20 slides from Quantum Helium's investor presentation, Apr 7, 2025
Slide 1: Focusing on helium, hydrogen and hydrocarbon
Focusing on helium, hydrogen and hydrocarbon Mello Presentation AIM: MSMN | 7 April 2025
Slide 2: Disclaimer
2 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 a
Slide 3: Revitalised strategy with pivot to Helium
3 Revitalised strategy with pivot to Helium Strategy 2024 Pivot to Helium Progress Strategic objective to identify Strong fundamentals and opportunity in Successful transition opportunities which will provide helium: Identified and acquired l helium operating cash flow and have Increasing demand for
Slide 4: Mosman Opportunity Overview
4 Mosman Opportunity Overview Mosman (AIM: MSMN mkt cap c£7m) Compelling undervalued helium opportunity compared to Liquid AIM stock now focusing on Helium peers Proven high % Helium areas in US and Australia Helium is 100x more valuable than hydrocarbon gas OECD countries with services and infrastr
Slide 5: Highly Experienced Executive Team
5 Highly Experienced Executive Team Andy Carroll | CEO and Director Howard McLaughlin | US Dr Julie Daws | Exploration Extensive experience in exploration and Operations Consultant production in the UK, Canada, PNG, An experienced US based geologist with Over 30 years of international Australia and
Slide 6: Strategy
Strategy MesmMan
Slide 7: Increase in price of Helium
7 Increase in price of Helium Helium now between $300 and $500 per MCF depending 10% on the region and purity 22% 5% 13% 8% 6% 6% 3% 13% 14% MRI/Cryogenics Other Analytical Optical Fiber Rockets Breathing Leak Detection Electronics Pressure & purging Welding
Slide 8: Evolution of the helium strategy
8 Evolution of the helium strategy Converted Increasing Acquired Vecta, Australian assets helium price Opportunities Sagebrush and to royalites in has made it a identified in Coyote Wash order to focus on scarce USA Projects in lower cost US commodity Colorado projects Sale of both Australian permit
Slide 9: US Helium Exploration Overview
9 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 Moderate drilling costs Low Entry Costs with High Potential
Slide 10: US Helium Focus
10 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)
Slide 11: Helium Opportunities, Four Corners Area US
11 Helium Opportunities, Four Corners Area US Coyote Wash Project (Mosman 100%) Vecta Project (Mosman 20%) Vecta project well placed to access heritage helium infrastructure Sagebrush project (Mosman 82.5%) Local helium markets including semi-conductor plants in Arizona
Slide 12: Vecta Project - First move into helium in USA
12 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 acquiring a Proven high helium content gas production at nearby Model Dome Field (7-11%) further 10% for shares (ma
Slide 13: Coyote Wash Project
13 Coyote Wash Project Project area: 4320 acres Mosman 100% working interest 3D seismic coverage over entire project area Coyote Wash 30-12 drilled by Wintershall, 1984, tested non-flammable gas Six large Helium prospects identified with 3D seismic Targets: Helium within pre-salt Leadville Carbonate
Slide 14: Sagebrush Project
14 Sagebrush Project Large acreage position held by production Helium Play System, Colorado Stable long life oil production with low operating costs Existing oil fields and helium encounters in the area Sagebrush South Area: 2560 acres 2D seismic coverage Targets: oil encountered at Sagebrush-1 in a
Slide 15: Sagebrush Oil Production and Seismic Acquisition
15 Sagebrush Oil Production and Seismic Acquisition Highlights 15,000-17,000 Bbl oil produced annually since 2017 from seven wells Reprocessing of 2D seismic over entire Sagebrush North Outline of Sagebrush Project area 2D seismic Proposed 3D to image Sagebrush discovery data well and identified lea
Slide 16: Single vs Dual Test Well
16 Single vs Dual Test Well Dual well test - An extra string of casing is set before entering the salt A larger starting hole to accommodate extra casing surface Potential for dual completion, oil in Ismay & helium in Leadville More expensive but has two target zones 6000’ Single Zone well test - On
Slide 17: Midstream – Downstream
17 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
Slide 18: Australia – Assets and Infrastructure
18 Australia – Assets and Infrastructure EP 145 Located in the Amadeus Basin in the Northern Territory, EP 145 and EPA 155 both contain wells that flow tested hydrocarbons and lie on trend with producing oil and gas fields Permit sold to international oil and gas producer with neighbouring assets an
Slide 19: Funded Exploration
19 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 estim
Slide 20: Outlook
20 Outlook Coyote Wash Helium Sagebrush Helium & Oil Vecta Helium Reprocessing of 3D seismic Current Oil production Drilling five exploration wells in 2025 Helium encountered in oil wells Development possible in 2026 Reprocessing of 2D +3D acquisition USA Production Completed Sale of EP145 & Helium
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