Building a global portfolio of helium exploration and development projects
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Building a global portfolio of helium exploration and development projects
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1
“Existing sources of helium,
typically associated with
hydrocarbons, are being
depleted and yet demand is
rising. Market dynamics
support a major opportunity
for pure-play helium
production.”
Neil Ritson, Chairman
Expert in commercialising helium plays
About 20% of helium is used in MRI scanners
2
Our strategy
Pure helium plays Set in diverse geological Supported by existing Ready access to helium
settings technical data end markets
To satisfy growing demand To minimise portfolio risk by To fast-track projects to To maximise operational
by leveraging our technical investing across a range of commercial production returns by prioritising
and corporate experience geological and geopolitical through partnerships and projects within easy reach
to develop pure sources of settings leveraging existing of established markets
helium (those not primarily technical data
associated with
hydrocarbon production)
We will assist partners in accelerating extraction programmes
3
Helium uses
Helium is a vital resource with unique
properties that make it irreplaceable 9%
Flagged as strategic by US and EU, it Electronics
11%
plays a critical role in high-tech
applications in medicine, technology
and aerospace
Welding
10%
Basic
research
20% Other uses
Other cryogenics
%
9
Medical imaging
13% Other
Lifting/Balloons
8
8
Optic fibres Purging/Space 6
Leak detection 5
Controlled atmospheres 3
Breathing mixtures 3
4
Helium in industry
MRI scanners Space exploration
Liquid helium is necessary to keep the superconducting Helium is used to purge fuel tanks in rockets before take-
magnets cold in MRI machines. This is due to a off and to pressurise the fuel in order to force it into the
superconducting magnet’s quantum properties – being rocket engines
kept near absolute zero greatly increases the magnetic
field
High-tech data centres Airships
Helium-filled, high-capacity hard drives increase Airships are set to play a growing role in global supply
capacity by 50% and energy efficiency by over 20% and logistics. Lockheed Martin has signed its first
and are used to power industry’s largest data centres contract for a hybrid helium airship. Straightline Aviation
including Netflix and Amazon intends to purchase 12 of the airships that measure
nearly a football field long
5Helium production
Poland South Africa Canada
Russia 1% 1% 0.005%
The bulk of helium produced today is a by- 2%
product of natural gas production Australia
3%
• Decarbonisation is resulting in less investment
in natural gas production
• Helium will need to be sourced in its own right Algeria
10% Qatar
Over 90% of the world’s helium supply comes
from just three countries 34%
• Limited supply can destabilise markets
(especially in volatile regions – geopolitical risk
in supply chain)
• For most of its supply history, the US
government has smoothed the helium market
within its strategic reserve facility, which is now
reaching depletion
• EU/Asia relying on long distance importation
(high carbon footprint in existing supply chain) USA
• Russia has plans to greatly increase its supply 49%
but project delays are likely
6Helium market
Estimated annual market size
Depletion of US strategic
reserve and increased
demand from industry have
CAGR
driven the price of helium
of 5.7%
500% in 15 years CAGR
of 9.7%
US$ US$ US$
3.65 5.8 7.65
bn bn bn
2020 2025 2030
Ref:https://www.businesswire.com/news/home/20210406005454/en/Global-Helium-Market-
7 Opportunities-and-Strategies-to-2030---COVID-19-Growth-and-Change---ResearchAndMarkets.comPartnership
• Ability to move quickly and assist partners to
“With our experience and fast-track their existing projects
access to capital, we see • Excellent understanding of helium plays and
ourselves as an ideal markets – team has recognised experts in the
identification and commercialisation of helium
partner.” plays
• Track record in assisting early-stage helium
Neil Ritson, Chairman projects
• Direct access to helium-aware investors
• Access to capital and the London market
• Wide exposure to existing helium projects
around the world
8Management
Neil Ritson Jonathan Owen Fungai Ndoro
Non-executive Chairman Non-executive Director Non-executive Director
• Geoscientist with over 40 years in energy and • Mining engineer with over 10 years in • Corporate financier with over 10 years’ City
resource sectors developing and managing exploration and experience
• 20 years with BP in technical and managerial mining operations • Advising public companies at Peterhouse
positions • Senior operational leadership experience in Capital on transactions (IPOs, M&A and funding)
• Recognised expert in identification/ gold, diamond, industrial minerals, and gas • Structured and launched several companies
commercialisation of helium plays projects
• Executive director of AQSE listed Quetzal Capital
• Formed helium consultancy with research teams • Formerly COO of Helium One plc, responsible for Limited
from University of Oxford and Durham University establishing corporate, government and social
licences to operate in Tanzania, and executing • Independent strategic consultant to growth
• Facilitated access to seismic data and the successful exploration programme companies on governance and capital market
supervised reprocessing/re-interpretation for transactions
Helium One plc • Associate of Camborne School of Mines
• VP, Natural Resources of Proudfoot, an
international operational improvement
consultancy for future-focused mining
companies
9Share capital Shareholders
Exchange Aquis Stock Exchange Shareholder % of Issued Shares
Stock Code/Ticker HEV Charles Wood 9.5%
Sector Natural Resources James Sheehan 9.5%
Issued Share Capital 16,840,000 Challenge Holdings Ltd 8.3%
Warrants in Issue 8,100,000 Daniel Maling 7.1%
- £0.05 exp. June 2024 7,600,000
- £0.10 exp. July 2024 Abdelatif Lachab 5.9%
500,000
Neil Ritson (Director) 6.2%
Fully Diluted Share Capital 24,940,000 Wayne Gibson 4.5%
Funds raised on Admission £924,000 Jonathan Owen (Director) 3.0%
10Summary
• The helium market is evolving rapidly as
demand recovers after the COVID-19
pandemic and the global decarbonisation
agenda accelerates
• Helium Ventures is well placed to make a
material investment in the sector within a short
time frame
• Management believes supply pressure will
continue to increase, and prices will continue to
rise, creating a significant opportunity for new
sources of helium
11AQSE: HEV
Helium Ventures Plc
Central Working Victoria, 25 Eccleston Place, London SW1W 9NF
+44 (0)20 3475 6834 | info@heliumvs.com
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