Gold Hydrogen (GHY) RRS Gold Coast 2025 summary

Key discoveries and resource potential

• Confirmed world-class purities of natural hydrogen up to 95.8% and helium concentrations of 36.9%.

• Helium-3, a rare and valuable commodity, detected in land-based samples at up to 3.47 ppb.

• Certified prospective resources include 1.3 billion kg of natural hydrogen and 41 Bcf of helium (mean 96 Bcf), with resource reports covering only a third of the permit area.

• Historical and recent drilling, including Australia’s first natural hydrogen wells, confirm regional presence of hydrogen and helium.

• Seismic surveys and soil sampling have identified multiple optimal drilling locations for future campaigns.

Strategic direction, partnerships, and investment

• Focus on developing naturally occurring hydrogen and helium resources in Australia, with a flagship 100%-owned Ramsay Project covering 7,820 km² and additional 69,472 km² under application.

• Secured investment from Toyota Motor Corporation, Mitsubishi Gas Chemical, and ENEOS XPLORA.

• Mitsubishi Gas Chemical aims to collaborate on green methanol opportunities.

• Engagements with global experts and contractors such as CSIRO, Schlumberger, and Total Seismic to advance exploration and technical studies.

• Board and management team include experienced geologists and executives with strong international connections.

Commercial, technological, and market outlook

• Natural hydrogen production costs estimated at below $1/kg, significantly lower than green hydrogen at $7/kg.

• Helium and helium-3 have critical applications in medical, technological, and energy sectors, with helium-3 valued at up to $18.7 million per kilogram.

• The global helium market is expected to grow from US$5B in 2023 to over US$8B in 2030, with current pricing at USD400-500 per Mcf.

• No current helium production in Australia, presenting immediate market opportunities.

• Market capitalization of $83 million and cash reserves of $23.5 million as of the latest update.