American Helium - amerihelium.com€¦ · TSX.V:AHE/OTCQB:AHELF/XFRA:43UB *Source: Gustavson Associates NI 53 -101 Report on Bruin Point Assets 3 COMPANY OVERVIEW American Helium

CORPORATE PRESENTATION

Q2 2018

TSX.V:AHE/OTCQB:AHELF/XFRA:43UB

2

DISCLAIMER & READER ADVISORY

This presentation is provided solely for information purposes to shareholders and qualified parties and does not constitute an offer to sell or solicit an offer to buy

any securities of the Company and/or its subsidiaries. This document may contain forward-looking statements within the meaning of certain securities laws,

including provisions of the Securities Act (Ontario). These forward-looking statements are based on projections, expectations and estimates as of the date of this

document. Forward-looking statements are provided for the sole purpose of providing information about management’s expectations and plans. All forward-

looking statements made in this document are qualified by these cautionary statements and those made in the Company’s other filings with the securities

regulators of Canada.

The information contained in this presentation is considered accurate as of its date. Such information is subject to change at any time and this presentation

should not be construed to indicate that there has been no change in the affairs of the Company and/or its subsidiaries at or near or since the date hereof. Any

projections of financial and operating performance that are provided in this presentation of management’s projected business objectives should not be construed

or be relied upon as accurate representations of future results.

An investment in American Helium Corp is speculative due to the nature of the Company's business.

Investors must rely upon the ability, expertise, judgment, discretion, integrity, and good faith of the management of the Company. Actual results will likely vary and

may vary materially. No representation or warranty is made as to the accuracy or completeness of any of the information contained herein. We seek safe harbor.

Certain information contained herein is considered “analogous information” as defined in National Instrument 51-101 (“NI 51-101”). Such analogous information

has not been prepared in accordance with NI 51-101 and the Canadian Oil and Gas Evaluation Handbook. In particular, this presentation notes specific

analogous oil, gas and helium discoveries and corresponding details of said discoveries in the area of the Company’s property interests and makes certain

assumptions about such property interests as a result of such analogous information and potential recovery rates as a result thereof. Such information is based

on public data and information recently obtained from the public disclosure of other issuers who are active in the area, and the Company has no way of verifying

the accuracy of such information and cannot determine whether the source of the information is independent. Such information has been presented to help

demonstrate that hydrocarbons and helium may be present in commercially recoverable quantities in the Company’s areas of interest. There is no certainty that

such results will be achieved by the Company and such information should not be construed as an estimate of future reserves or resources or future production

levels of Bruin Point Helium Corp.



3*Source: Gustavson Associates NI 53 -101 Report on Bruin Point Assets

COMPANY OVERVIEW

American Helium is a helium exploration

company focused on developing world

class resources of helium in North

America to significantly increase the

global helium inventory.

American Helium was oversubscribed in

its recent fundraise to exploit its helium

assets located in Utah.

HIGHLY FAVOURABLE SUPPLY/ DEMAND FUNDAMENTALS

• Uncertainty of supply and supply disruptions - US Federal Reserve closes 2021

(~13% of FY 2016 global supply)

• Cannot be substituted, strong medical & high-tech demand - price has doubled since 2010

• Qatar blockade impacting global helium supply - RasGas (Qatar) shut both its helium plants –

equivalent to 32% of global demand

CLEAR ROUTE TO PRODUCTION

• Focused development plan to commercialize asset

• Lean operations – funds to be used for development of asset

HIGHLY EXPERIENCED TEAM

• Industry renowned helium geologists and technical team

• Focused management professionals with a track record of success in the resource space

100% WORKING INTEREST AND 87.5% NET REVENUE INTEREST

OF A NEWLY IDENTIFIED WORLD CLASS HELIUM ASSET

• Very high helium concentrations of 1 – 1.5%

• Independently verified Unrisked Prospective Recoverable Helium Volume (P50)* of 6.62 Bcf

• 12 Federal leases covering 17,767.04 acres

He


4* Subject to 3-year Escrow

AS AT JAN 30TH, 2018

TSX.V Ticker Cash Debt Management and

insiders shares*

Financing

$0.25c CDN

Public float

AHE $3,277,500 CDN $0 CDN 23,000,000 13,110,000 1,300,000

SHAREHOLDER STRUCTURE

American Helium (TSX.V: BPX) is listed on the Toronto Stock Exchange Venture

Exchange following the completion of a Reverse Merger on Dec 4th, 2017



5

AMERICAN HELIUM’S LEADERSHIP

DAVID SIDOO, EXECUTIVE CHAIRMAN, DIRECTOR

• Successful businessman based in Vancouver where he oversees

a successful private investment banking and financial management firm.

• Former Partner and Advisory Board Member at Yorkton Securities

• Ranked in the Top Five nationally at Yorkton

• Founding shareholder of American Oil & Gas Inc. (NYSE -AEZ) which was sold to Hess Corporation in Dec 2010 for over US$600 million

• Voted one of the top 100 South Asians making a difference

in British Columbia.

FRANK JACOBS, PRESIDENT, CEO, DIRECTOR

• Petroleum Engineer with 35 yrs. of operational experience in drilling and production. Held senior positions in junior oil companies as

Managing Director CEO and COO as well as specific project implementation and leadership.

• Specializes in start-up ventures and growing companies through acquisitions of oil and gas production. Raise equity and debt for such

acquisitions.

• Experienced director of public companies in Canada, USA and Australia.

• Worldwide experience.

• Born and educated in the Netherlands and afterwards obtained a M.Sc. degree in Petroleum Engineering at the University of Calgary.


6

AMERICAN HELIUM’S LEADERSHIP

LAWRENCE PEMBLE, COO AND CFO, DIRECTOR

• Led multiple financing rounds, M&A activities, worked for public companies and has held executive roles, up to and including CEO, for start-

up and private equity backed ventures, both in private and public capacities.

• Working extensively in the Private Equity industry specifically in resources, where he has held executive positions

• Said Business School, University of Oxford MBA student

• Lawrence served for 6-years as a Royal Marines Commando serving tours of duty across the Middle East and Africa

NICK DEMARE, CFA, DIRECTOR

• Over 20 years providing administrative, management and financial services to private and public companies involved in resource exploration

and development

• Assisted numerous companies in making the transition from the private to public stage and arranging and participating in equity and debt

financing

• He is currently the Director and Officer of a number of public companies listed on the TSX Venture Exchange, the Toronto Stock Exchange

and also on OTC.

• Has raised a over $100 million for public companies


7

HELIUM Helium is a noble gas and the smallest of all known elements,

the second lightest and has the lowest boiling point. This combination

of characteristics places helium as a unique commodity with

numerous applications.

It also does not react to other elements or chemicals, making it

the only gas that can be used to purge the liquid engines of super

colliders and rockets.

As helium is lighter than air, it is actively being lost into space.

However helium is also actively being created via the decay of

naturally occurring radioactive elements in rocks over time.

The produced helium is liberated and carried in saline groundwater.

This is the setting for the American Helium project, where the released

helium has been transported by groundwater and can accumulate

in porous geological formations such as sandstone.

As a high-value product, liquid helium can be transported to reserves

and processing facilities via ISO containers mounted onto trucks with

no pipelines being necessary.

HeHelium

4.0026

2

Inert

Lighter than air

Small atomic radius

Low solubility

Lowest boiling point of any element

Non-flammable

Non-toxic

Non-radioactive

Odourless

Colourless

He


8

MARKET

A very large market currently dominated by the USA

Current global demand estimated

to be over 6 bcf per annum, and to

be worth over US$ 6 billion.

USA is the largest producer with

a 55% share in 2016, followed by Qatar

with 32%, and Algeria, Australia, Russia,

Poland and Canada also contributing

smaller shares.

Recent known reserves for

Helium producing countries are

137.73 bcf for USA, 63.57 bcf for

Algeria and 60.03 bcf for Russia.

He


9

SUPPLY AND DEMAND

Global supply falling while demand increases

US reserves are dwindling due to the lack of

helium production from its oil and gas fields

and the country had already started importing

helium from Qatar

“

0.00

1.00

2.00

3.00

4.00

5.00

6.00

7.00

8.00

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

GLOBAL SUPPLY AND FORECAST (2016 ONWARD)

Demand Forecast

(3% CAGR)

USA (exc. BLM)

BLM*

Qatar

Algeria

Australia

Canada

Poland

Russia

American Helium

Opportunity

Demand for Helium projected to increase steadily fueled

by increased demand for current applications and

emergence of new applications driven by innovation

Supply expected to be constrained as US Bureau of Land

Management depletes its Helium reserve facility by 2020.

In addition, c. 32% of 6 billion cubic feet global helium

production is lost due to the sanctions on Qatar (not

represented in above graph)

”– US Geological Survey


10

HELIUM PRODUCTION

Concentration of production among a handful

of countries will continue to be the leading

driver of uncertainty of supply and volatility

Current export restrictions and other imposed sanctions on Qatar

will significantly reduce the world’s supply in the short term.

Additional production capacity is expected to come online in Russia

over the next several years, partly offsetting the effects of the Qatar

restrictions, but the unstable political environment in Russia may

lead net buyers to look for other ways to remedy shortages.

As long as the helium market is driven by only a handful of countries,

it will continue to be at the whim of domestic and international politics,

and volatile.

The Bureau of Land Management’s current auctioning of helium

reserves which is expected to continue until 2020 until depleted (save

for a strategic stockpile of 3 bcf), will lead to a further drop in supply,

once all the reserves have been sold.

Research analysts predict helium gas demand to grow at between

6.4% (IHT Markit) to 9% (Technavio) CAGR over the next decade,

well above supply.

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s t an d ard pa ssion c ontr a ct orking

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appointment C trend risk and

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p l anner c ontent

marketing

time

man agement

mail securi ty money

transfer

gr o th market

research

professional safty l o gistics investment g o al

meeting onl ine

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opportuni ty insurance specialist centrali ed


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HELIUM USES

Widely used for important everyday technologies

20%

4%

3%

17%

8%6%

4%

5%

10%

14%

6%3%

MRI

Other Cryogenic

Breathing

Welding

Lifting/Balloons

Fibre Optics

Electronics

Leak Detection

Laboratory

Other Cryogenic

Purging/ Pressurizing

Controlled Atmosphere

Widely used in diverse applications such as

cryogenics (i.e. MRI), welding, semiconductor

manufacturing, optical fiber manufacturing, leak

detection, lifting and others

Liquid helium is required for superconducting due

to its ultra-low temperature (-269 °C)

Increasingly viewed as a high-tech element owing

to its increased use in electronics manufacturing

Due to its unique properties, new applications

for helium continue to emerge. Recent new

applications include

• Computer hard drives

• Google X Project Loon

• Hybrid Air Vehicles (Lockheed Martin)

He


12Market data from bloomberg markets as at Dec 15, 2017

HELIUM

A globally strategic element in future technologies

NASDAQ: GOOGL

Market Cap: $741.9 Billion USD

GOOGLE’S

PROJECT LOON

“Balloon Po ered Internet For

Everyone” Helium filled balloons

to provide the world with internet

NYSE: LMT


LOCKHEED MARTIN’S

HYBRID AIRSHIPS

Revolutionizing remote

transportation – Helium filled

balloons to cater remote areas for

heavy cargo at a tenth of the cost

of traditional methods

NASDAQ: NFLX


NETFLIX RUNS

ON HELIOSEAL

TECHNOLOGY

The worlds largest video-

streaming leader gains

completive advantage using

HGST helium filled drives. In fact,

Netflix increased capacity by

50%, while reducing energy

usage by 23%

NASDAQ: WDC


HELIUM-FILLED

HARD DRIVES

Pushing the capacity boundaries

of hard drives. Helium-filled

drives use less power to spin the

disks, they run cooler, and they

can pack in more disks.


13

PRICE COMPARISON BETWEEN LIQUID

HELIUM AND NATURAL GAS PER MCF

(THOUSAND CUBIC FEET)

BULK LIQUID HELIUM PRICE

The price of Grade-A helium has risen by ~100% over the last 10 years

$0

$50

$100

$200

$250

$150

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018


GRADE-A HELIUM PRICE CHART

US $200+ US $3

A 42 gallon barrel of liquid helium

is worth ~$847 at the current price

He


14

0

50

100

150

200

250

2008 2009 2010 2011 2012 2013 2014 2015 2016

INDEXED COMMODITY PRICES INDEX 2008 = 100 (ANNUALLY ADJUSTED)

Natural Gas (US)

Crude Oil (Brent)

Platinum

Silver

Gold

Crude Helium

HELIUM PRICE COMPARISON

Helium has experienced consistent growth


15

BRUIN POINT ASSET

Widely used for important everyday technologies

WOODSIDE

USHR #1

HADLEY

DOME

USHR #2

AMERICAN

HELIUM

LEASEHOLD

UTAH

USA

CARBON COUNTY

UNION BASIN

PARADIGM BASIN

12 BLM leases totaling 17,767.04 acres in Carbon County, Utah

100% Working Interest (WI)

87.55% Net Revenue Interest (NRI)

Leases are in effect until 1/31/2025

Located in close proximity to prolific government Helium reserves

Located in close proximity to key infrastructure for separating helium from

other gases located in Carbon County, Utah

NI 43-101 Report by Gustavson Associates notes commercial

quantities of Helium

Exploration plan to delineate commercial opportunity

Exploration status:

• Analysis of prior well logs showing over 1.2% Helium

• Purchase of seismic data that has delineated trap locations


16

Grade-A Helium: +$200 USD per 1MCF


UNRISKED PROSPECTIVE RECOVERABLE RESOURCES

*This data is based on historic well logs and seismic data. Advances in well integrity and seismic technology could increase these figures drastically

LOW ESTIMATE (P90) BEST ESTIMATE (P50) HIGH ESTIMATE (P10)

RETROSPECTIVE HELIUM RESOURCES* 3.51 BCF 6.66 BCF 11.43 BCF


17

EXPLORATION AND DEVELOPMENT BUDGET

American Helium is fully funded to conduct its 14-month exploration plan

Reprocess and evaluate potential

locations for drill targets with the

option to acquire further seismic,

both public or conduct new

seismic surveys

ADDITIONAL 2D SEISMIC

SURVEYS (55-MILES)

Engage predefined drilling

contractor and plan logistics

for drilling target(s)

ENGAGE DRILLING

CONTRACTOR

Environmental and social permits

for proposed drilling location(s)

Application for drilling permits

REGULATORY PERMITS

AND SURVEYS

Drill to deepest known

producing horizon

Analysis and testing of commercial

viability of well(s) for production

and further drilling targets

DRILLING, TESTING AND

ANALYSIS OF (9,500FT)


18

UNLOCKING VALUE

Multiple scenarios for the development & commercialization

of the bruin point project to ensure maximum value extraction

for shareholders

THE FOUR MAJOR PRODUCERS

NYSE: PX


EN Paris: Al

Market Cap: €46.4 Billion EU

NYSE: APD


Xetra: LIN

Market Cap: €35.2 Billion EU

Feed Gas to ProducerSelling feed gas to a major industrial gas company that would build-

own-operate a liquid helium plant(s)

Production Joint-ventureForming a JV with one of the major industrial gas companies to

build-own-operate the plant(s) and sell the liquid helium output

ExitSale of the entire project(s) to an industrial gas company or strategic

gas user seeking access to long-term helium resource

Production DevelopmentConstruct liquid helium plant(s) ourselves and sell bulk liquid

helium to major industrial gas companies via long-term off- take,

or long-term helium supply


19

RECENT HELIUM PROJECTS

Successful strategies for helium exploration projects

PROJECTS

GEOGRAPHY Tanzania USA, Montana USA, Arizona and New Mexico

EXPLORER

INVESTOR Solo Oil - Kinder Morgan Energy partners LP

DATE March 2017 June 2017 November 2011

DEAL TYPE Equity investment “Going it alone” Exit

STRUCTURE10% equity investment for

GBP 2.55 million, with addition

call for 10% a -GBP 4 million

-US$ 30 million, payment terms

and methods undisclosed

IMPLICIT VALUEGBP 40 million, assuming option is

US$ 341 million (NPV10), with helium

exercised potential as strong upside

- US$ 30 million

COMMENT -Was in negotiations with Opera Investments

for sale of assets, but decided to go alone

Previous owner of assets (Ridgeway) had

15-year supply agreement with Air Liquide


20

HELIUM AND RUBBER ADDED TO EU

CRITICAL RAW MATERIALS LIST QATAR CLOSES HELIUM PLANTS

AMID RIFT WITH ARAB POWERS

HELIUM NEWS

PRAXAIR ANNOUNCES

HELIUM PRICE INCREASESSTRATOSPHERIC BALLOON

STARTUPS WANT TO MAKE IT EASIER

TO FLY TO THE EDGE OF SPACE

HELIUM EXTRACTION ACT

OF 2017 AIMS TO EASE THE

PATH TO NEW US SOURCES

13 JUNE 2017 22 JUNE 2017 23 JUNE 2017 15 SEPT 2017 15 NOV 2017

Qatar, the world's second largest

helium producer, has closed its two

helium production plants because

of the economic boycott imposed by

other Arab states, industry sources

told Reuters

The Energy and Resources

Sub-committee of the House

Committee on Natural Resources

held a hearing in Washington, DC

on 21st June to hear testimony on

a discussion draft of the Helium

Extraction Act of 2017.

Fast launches and low prices could

make giant helium balloons a more

practical option for scientists who

want to experiment at altitude.

New classification sees nine

materials pass threshold of supply

risk, while two are downgraded

Praxair, Inc. (NYSE:PX) is notifying bulk

liquid helium customers worldwide of

increases in helium prices of up to 10%,

depending upon the region, effective

January 1, 2018, or as contracts permit


21

SUMMARY

AMERICAN HELIUM HAS A CLEAR PLAN TO TAKE ITS UTAH ASSET THROUGH THE

EXPLORATION PHASES INTO COMMERCIALIZATION IN THE NEXT 14 MONTHS

Declining supply – growing demand New

technologies driving opportunity

MARKET OPPORTUNITY

Located in prolific helium generating basin

and close to key infrastructure

PRIME LOCATION

Industry professionals with a track record of

success in the resource sector

EXPERIENCED TEAM


22

GET IN TOUCH


HEADQUARTERS1090 West Georgia Street

Suite 1305

Vancouver, BC V6E 3V7

Canada

US OFFICE1580 Lincoln Street

Suite 635

Denver, CO 80203

USA

[email protected]

www.amerihelium.com

THANK YOU

Documents

American Helium - amerihelium.com€¦ · TSX.V:AHE/OTCQB:AHELF/XFRA:43UB *Source: Gustavson Associates NI 53 -101 Report on Bruin Point Assets 3 COMPANY OVERVIEW American Helium