Noble Helium Ltd. · ASX:NHE
Noble Helium — Sydney RIU Conference (May 2023)
20 slides from Noble Helium's conference presentation, May 9, 2023
Slide 1: Green helium for a hi-tech world
Sydney RIU Conference ASX: NHE noblehelium.com.au Green helium for For personal use only a hi-tech world. Ready to drill Justyn Wood 9 May Co-founder and CEO 2023 in Q3 2023.
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Noble Helium Limited (ACN 603 664 268) (Noble Helium or Company) and Competent Person’s Statement 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 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 3 Green helium for a hi-tech world noblehelium.com.au
Slide 4: More than balloons and blimps
More than balloons and blimps. For personal use only There’s no technology without helium. 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
Slide 5: The value of the global helium market is growing
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 $5 billion in 2023 to over 4 3 2 $8.00 billion in 2030 1 0 at a CAGR of 6.6%. 2022 2023 20
Slide 6: Helium supply is fragile. Very fragile.
Helium supply is fragile. Very fragile. For personal use only Currently experiencing the fourth worldwide helium shortage since 2006. Decoupling from gas production, and geopolitical USA - BLM federal reserve depleted diversification is the best solution for a secure global Russia – around one third
Slide 7: The helium price is surging
The helium price is Historical price of bulk liquid helium US$/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 That’s 50 times the
Slide 8: Noble Helium is owner operated and led by two oil and gas pioneers
Noble Helium is owner operated and led by two oil and gas pioneers. For personal use only Justyn Wood, Chief Executive Officer Shaun Scott, Chairman The Exploration Geophysicist who helped put Helped pioneer Queensland coal seam gas the East African Rift System on the world oil industry from “novelt
Slide 9: A wealth of global resources experience in our team
Plus we have a wealth of global resources experience in our team. For personal use only Kent Masters, Anchor Investor Professor Andrew Garnett, Non-Exec Director A core early investor in Noble Helium, Kent is Prof. Garnett is currently the Director of the University of Queensland’s research Centre f
Slide 10: Working with two of the world's foremost helium geoscientists
We’re also working with We’re writing the book on helium. Literally. two of the world’s foremost helium geoscientists. For personal use only Noble Helium commissioned, and has exclusively licensed, the world’s first ‘Helium Atlas’ from Global Helium Resources, who’s two foremost helium experts – Dr.
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 If Noble’s resource can be proven, it has the potential to be the world’s third largest helium 2-3Ga Tanzanian Craton resource behind the USA and Qatar, and the largest ever helium reserve not associated wi
Slide 12: We're drilling our first two holes next quarter
We’re drilling our first two holes next quarter. For personal use only The two targets, Mbelele-1 and Pegere-1, host a combined unrisked mean recoverable helium volume of 16.5 billion cubic feet, representing less than 10% of the North Rukwa Project’s helium resource. ASX NHE 12 Green helium for a h
Slide 13: We've spent seven years pinpointing these wells
We’ve spent seven years pinpointing these wells. For personal use only • Selected for their high probability of discovering gas-phase helium. • Pegere-1 will offer the opportunity to also be an appraisal well for Mbelele-1. • Rig secured. 16.5 billion cubic feet value US$7.5 billion @US$450/Mscf of
Slide 14: Preferred bidder selected for North Rukwa farmout
Preferred bidder selected for North Rukwa farmout. For personal use only A non-binding Heads of Agreement signed with Prime Energy of Dubai as a nominee of the preferred bidder. • Successful completion will result in Noble Helium being fully carried through two exploration wells to a cap of US$20 mi
Slide 15: We have a "String of Pearls" play
We’re confident we A little geology lesson won’t hurt you. have a “String of Pearls” play. For personal use only • Tanzania’s Rukwa Basin, which hosts the North Rukwa Project’s potentially world-scale helium resource, lies within the East African Rift System (EARS). In Uganda and Kenya, the EARS has
Slide 16: Easy path to market
KENYA Easy path to market. RWANDA For personal use only BRUNDI • Helium liquefaction plant on site. TANZANIA • Truck midstream liquid helium iso-containers on black-top road to Port of Dar es Salaam for Dodoma global distribution. • Direct access to national power grid and water Lake Rukwa Dar es Sa
Slide 17: 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 2023-2027 would be OPEX (2027) would be production costs per Mscf as traditional oil and gas but requires significantly less
Slide 18: Corporate snapshot
Corporate snapshot. For personal use only Share price Market capitalisation Debt Shares on issue Cash Total options $A0.235c A$52.6m Zero 223m A$3.0m 104m 5 May 2023 5 May 2023 31 March 2023 5 May 2023 31 March 2023 31 March 2023 52 week high $0.34, low $0.135 ASX Share price performance ($A) Share
Slide 19: 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 Drilling in Q3. 01 02 03 04 Favourable Experienced World class Green market team assets helium 2 He Helium ASX NHE 22 Green helium f
Slide 20: 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 Western Australia 6000 ASX NHE 23 Green helium for a hi-tech world noblehelium.com.au