Why Noble Helium is The Biggest Investment Opportunity in 100 Years of Gas Exploration

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Noble Helium

THE OPPORTUNITY

A ground floor investment to prove and develop a new independent, pure play global helium reserve.

Replaces US BLM reserve with larger resource (Closes 2019). Provides security of supply to the world for this vital rare gas. Now listed on the critical materials lists of the USA & EU. The project is led by a unique team of global helium experts.

Noble Helium

The Current Helium Market

Helium is a global, US$4 billion industry and one of the world’s rarest gases, essential to almost all modern and future technologies that simply cannot run or be produced without helium. Semiconductor chip manufacturing is exploding already consuming 14% of all helium production and forecast to grow to 30% in the next 5 years.

MRI machines/cryogenics already consume 30%; NASA and commercial rockets cannot launch without helium. Space exploration is expected to grow 10 fold to a US$3 trillion industry over the next 30 years (Bank of America Merrill Lynch).

Our smart phones, smart TVs, computers and the coming automated vehicle revolution are a few examples of why helium is so critical to us all. None of the above would be possible without this amazing rare gas.

Noble Helium

Increasing Global Demand

Demand continues to grow as new 21st Century technologies drive helium use.

Near-Term: Enabled by cheap access to space, internet reach to grow from 47% to 97% of the global population by 2024 through deployment of global broadband satellite constellations. Up to 12,000 low-earth orbit nano-satellites will be launched from 2019; this could double current internet revenues, sales of phones, computers and all other products containing microprocessors.

Longer-Term: One of the many new technologies is within reach of solving some of the biggest problems facing our planet – Fusion Power. First Plasma at ITER in 2025. If proven, global roll out from 2035 will replace fossil fuel burning power plants over the balance of the century. This will require a 4 fold increase in helium supply. Only helium can cool the reactor magnets that contain the 150 million degrees Celsius—10 times hotter than the core of the sun. Fusion would be lost for years, perhaps forever, unless a new major source of this rare gas is developed Already, this project involving 35 countries has invested $US20 billion.

Noble Helium

Future Supply Concerns

95% of the world’s helium is sourced as a fixed-rate by-product from a small number of natural gas plants.

However the global helium supply chain has become something of a tinderbox, ready to ignite. Supply risks for this technologically vital element are mounting dramatically, as supply moves away from nearly 100 years of stable sourcing from the USA. This is significantly reducing security of supply, which will become concentrated in an oligopoly comprising Qatar, Russia and Algeria by 2027; this is a critical issue for this rare, essential industrial gas.

Prices have doubled in the last 10 years; Helium is now worth 40 times LNG.

Noble Helium

A New Approach to Helium Gas Exploration

The 100 year old method of extracting helium from natural gas wells containing tiny concentrations of helium – 0.3% to 0.5% – has served us well but is limited and it will not be enough to sustain growth in demand beyond 2030.

In the areas we have locked up in Tanzania we expect to find very large volumes. Already we have seeps of up to 18% at surface; this is almost 40 times the normal concentrations in the small number of natural gas fields that currently provide most of the world’s helium. The geology here has never been tested but is near-ideal for the large independent helium reserves needed to secure world supply.

We have already seen independent certification of helium resource estimates for the area (Certified Prospective Resources or CPRs) of 98Bcf, which if proven would represent 3 times the US BLM reserve at peak capacity or 20 years supply based on current global market demand.

Noble Helium

Now is the time

We must start now to bring into play a global-scale, new generation, pure-play reserve, making helium the primary source product. It must be totally independent of natural gas. If not, the world will face increasing shortages and the potential loss of vital new technologies and all that they offer the world, in this century and beyond.

Noble Helium

The scientists agree

Thanks to the independent work of two of the world’s leading helium scientists (at Oxford and Durham Universities, UK), who took the initiative to search for alternative helium sources in 2015.

Noble Helium has secured 6115 km2 of what promises to be the most likely place in the world for a global-scale helium reserve, no longer an opportunistic by-product of natural gas.

This area could contain up to 100+ years supply.
Tanzania is where Noble Helium is one of two international developers

Noble Helium

Senior Directors

Executive Chairman - Walter Jennings Walter brings to Noble Helium a highly successful business career spanning 4 decades, with 50% spent in Corporate and the balance in his own start up ventures. In his corporate career, he was part of history as a major industry disruptor with three of the world’s largest marketers. Grew one segment from $10 million to $8 billion pa, capturing 80% of the market. Reconstructed an entire 250-person national sales and marketing team across 6 divisions in just 9 months for a major industry. Reduced operating cost from 12%pa to 3%pa whilst increasing sales revenues +14% in the first full year.

He pioneered two significant start up ventures, one that became a $20b segment. Another where he raised $30m and launched a unique service operation employing 1,000. He has wide experience in corporate governance, board, chair and director roles.

E: walter@noblehelium.com.au M: +61 (0)412 727 350

Chief Executive Officer - Justyn Wood A petroleum geophysicist and highly successful explorer, Justyn became interested in securing the future of helium after an outstanding 25-year record of value creation in the upstream petroleum industry.

His career includes technical and management roles at super-majors Chevron and Repsol and at juniors Hardman Resources and Jacka Resources Australia. Justyn has explored for oil and gas all over the world and is recognised as having played leading roles in unlocking significant value, particularly in the frontier basins of the East African Rift and the Guiana basins of NE South America. Through these and other projects, he is estimated to have directly and indirectly contributed circa US$20 billion to the global upstream oil and gas industry.

Justyn holds a B.Sc App(Geophysics) from University of Queensland and a Grad Cert (App Fin & Inv) from Securities Institute of Australia and has completed director training at AICD. Justyn is a member of SEG, AAPG and PESA.

E: justyn@noblehelium.com.au M: +61 (0)410 626 261

Non Executive Director - Prof. Andrew Garnett A geologist and former Shell and Schlumberger senior executive, Andrew has over 25 years’ world-wide experience in conventional and unconventional hydrocarbon exploration, appraisal and development projects main CSG-LNG project proponents in Australia. Andrew is also a non-executive Director of National Energy Resources Australia and reviewer for the IEA’s World Energy Outlook series.

Noble Helium

Key Advisors

Advisor - Albert Stromquist A U.S. Citizen and geologist by training, Bert has over 40 years of global business experience E&P global business development, business strategy, design and launch of businesses start-ups, acquisitions and disposals and investment financing.

Among his many corporate achievements, Bert was a key contributor to Dolphin Energy transnational gas pipeline (Qatar-UAE) on behalf of Enron, from inception (Sept 1999) to completion of first seminal agreement in 2001.

As Sr. VP Strategy and Corporate Development at Mubadala Oil and Gas, a division of the Abu Dhabi sovereign wealth fund, responsibilities included planning/developing Mubadala's E&P portfolio and executing M&A. Bert shaped strategic alliances/joint ventures with leading companies in the Middle East, North Africa and Asia. His achievements at Mubadala include acquisition and transitional management of Pearl Energy creation and launch of:

  • Masdar (Abu Dhabi Future Energy Company)
  • Masdar Institute of Science and Technology in co-operation with MIT.
  • Mubadala Petroleum Services LLC.

Advisor - Phil Kornbluth Phil Kornbluth is the founder and President of Kornbluth Helium Consulting, LLC, a helium-focused consultancy that advises clients on all commercial aspects of the Global Helium Business. Phil is recognized as one of the world’s foremost commercial experts in the Global Helium Business. He has been employed by several leading industrial gas companies over the last 37 years, including The BOC Group, plc (BOC), the Matheson Gas subsidiary of Taiyo Nippon Sanso Corporation (TNSC) and Global Gases Group FZE, and has worked in various roles related to the Helium Business for the last 35 years.

While at both BOC and TNSC, Phil held executive positions that included general management and P&L responsibility for their global helium businesses. As VP, Global Helium at BOC, Phil led BOC’s Helium Business to a co-#1 worldwide position in the industry. Phil has been a frequent speaker on helium-related topics at industry conferences, has contributed to and authored numerous helium-related articles and has made important contributions to U.S. helium legislation passed in 1996 and 2013.

Artemis Management Tanzania - In-Country Representatives and Advisors Artemis Management Tanzania provides Noble Helium with local representation with the Tanzanian government, corporate services and administration, logistics and tenement management. Artemis is a proven performer with extensive experience in the resources sector in Tanzania. and has demonstrated an in-depth understanding of strategy and business dynamics. The Artemis team includes the Australian honorary consul to Tanzania and the former Tanzanian honorary consul to Australia.

If you want the full story on why this is the biggest investment opportunity in 100 years of gas exploration.

Just contact us to arrange a time to meet. Our presentation is 45 minutes.

Executive Chairman – Walter Jennings

E: walter@noblehelium.com.au

M: +61 (0)412 727 350

Contact Us

Noble Helium Pty Ltd
Level 1, 67 Lytton Road
East Brisbane QLD 4169 Australia
info@noblehelium.com.au

Chief Executive Officer – Justyn Wood
E: justyn@noblehelium.com.au
M: +61 (0)410 626 261