Helium One Global Limited · LSE:HE1
Helium One Global — Investor Presentation (October 2026)
13 slides from Helium One Global's investor presentation, Oct 13, 2026
Slide 1: Corporate Presentation
The primary helium company Corporate Presentation Helium One Global Ltd | October 2026 Strategic helium exposure across Tanzania and the United States LSE AIM: HE1 helium-one.com
Slide 2: Investment Highlights
Investment Highlights Balanced Portfolio: Tanzania Flagship & US Producing Asset A primary helium play investment case with development leverage, market urgency and near-term production cash flow Investment thesis: Near-term catalysts: Critical gas exposure: | Helium demand is tied to Tanzania far
Slide 3: Strategic Progress
Strategic Progress Project Pathways to Development, Production and First Revenue H1'25 H2’25 H1’26 H2’26 Next focus Feb–Mar Jul–Sep Jan-Feb Jul-Sep • ML offer made and • Mining licence • ESP testing of ITW- • Ongoing farmout Southern Rukwa accepted finalised; ESP/civils 1, up to 9.2% campaign • Secu
Slide 4: Helium Market: Global Shortage
Helium Market: Global Shortage Demand Growth, Supply Risk and Strategic End-Markets Support Reliable Supply +9% import growth KEY TAKEAWAYS ~7 bcf p.a. US$700 - US$950/mcf global capacity; demand close to bulk liquid helium spot range before Asia import growth over the last supply US-Iran conflict t
Slide 5: Galactica–Pegasus: Producing Asset in the USA
Galactica–Pegasus: Producing Asset in the USA First Helium Production, Offtake and Scalable Development Potential A 50% US project interest with first revenue and helium production from July 2026. Further development wells aim to upscale the project and commercialise CO₂ Project Metrics 50% 6 wells
Slide 6: Galactica–Pegasus Scale-Up Plan
Galactica–Pegasus Scale-Up Plan From First Production To Helium and CO₂ Cash Flow Beyond first production, Galactica–Pegasus moves to scale-up through additional infill wells and processing capacity expanding into Pegasus and generating revenue from CO₂ as well as helium. Phase I | Commercialise Pha
Slide 7: Economic Value Drivers of Galactica-Pegasus
Economic Value Drivers of Galactica-Pegasus Illustrative Full-Capacity Scenarios Show Helium & CO₂ Revenue Optionality Nameplate Plant Metrics & Production Profile VALUE DRIVERS Output at full nameplate capacity Unit Amount High-grade, low-cost production | Low opex supports margins; helium + CO₂ di
Slide 8: Southern Rukwa: Flagship High-Grade Helium Asset
Southern Rukwa: Flagship High-Grade Helium Asset Advancement of Development in Tanzania’s First Helium Discovery Province Map of Southern Rukwa Helium Mining Licence 2024 Tanzania’s first helium discovery declared 480 km2 Mining from ITW-1 Licence 9.2% Helium Lake Rukwa Southern Rukwa Project Flowed
Slide 9: Southern Rukwa: Resource Scale
Southern Rukwa: Resource Scale Independent CPR Supports Phased Route From Contingent Resource To Full Field Development CPR STATUS Contingent | Itumbula Contingent | upside case Contingent resources classified as 295,797 mcf 1.3 bcf “Development on Hold” 2C gross deterministic sum 3C gross helium 83
Slide 10: Development Pathway to Commercialisation
Development Pathway to Commercialisation Modular Processing Route Designed For Saleable, High-Purity Helium Representation of Helium Production Facility Plant Simple separation of water and gas, followed by membrane separation, From Wells Water removal PSA technology and liquefaction; minimum helium
Slide 11: Helium Differentiator on AIM
Helium Differentiator on AIM Revenue Generating and Upside Potential Across A Diversified Portfolio 01 02 03 04 05 Revenue, not just resource Two complementary First mover in Tanzania Primary helium, not a by- Balanced risk profile Helium sales underway from the assets The country’s first helium min
Slide 12: Corporate Snapshot
Corporate Snapshot Capital Structure and Market Data Capital Structure AIM: HE1 Sector Energy Share price 0.4p Shares in issue 10,155,492,215 Options (from 1p to 295,199,998 22p) LTIP awards* 94,378,108 Fully diluted 10,450,692,213 Market cap £40.6m (undiluted) Non dilutive, awards to be satisfied b
Slide 13: Why Helium One, Why Now
The primary helium company Why Helium One, Why Now High-grade primary helium exposure in Tanzania US production and first revenue from Galactica–Pegasus Catalysts across farm-out, financing, offtake and scale-up [email protected] | +44 (0) 20 3978 5320 LSE AIM: HE1 | helium-one.com
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