Quantum Helium (QHE) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
11 Sep, 2026Investment highlights
Holds 1.104 Bcf independently verified helium resource, among the largest in London.
Existing oil production generates revenue and supports funding for helium development.
Six drill-ready helium prospects at 100% owned Coyote Wash, with additional oil upside.
Located in the proven Four Corners helium fairway with access to infrastructure.
Market cap stands at £13m, with strong board alignment through significant shareholdings.
Market environment and opportunity
Global helium supply is constrained due to Middle East disruptions, driving spot prices to ~$1,000/mcf.
Demand is surging from AI data centers and advanced semiconductor manufacturing.
Few new helium projects are near production, positioning the company at a key inflection point.
Tight supply and high prices create a favorable environment for new entrants.
Project portfolio and development plan
Sagebrush project: 90% interest, proven helium discovery (2.76% He), extended flow test underway.
Coyote Wash: 100% interest, 0.97 Bcf helium (2U), six drill-ready prospects, 750k bbl oil upside.
Combined portfolio covers ~14,000 acres in the Four Corners helium fairway.
Early production pathway enabled by existing wells and infrastructure.
Latest events from Quantum Helium
- Advancing Colorado helium and oil growth with proven resources, new discoveries, and strong cash.QHE
Corporate presentation - Revenue up, net loss down, and Colorado helium-oil assets advanced with strong cash reserves.QHE
H2 2026 - Expanding helium assets in stable regions, leveraging high prices and strong infrastructure.QHE
Corporate presentation - Expanding helium assets in stable regions, leveraging high prices and infrastructure for growth.QHE
Corporate presentation - US helium projects advance toward 2025 drilling, funded by Australian asset sales and royalties.QHE
Corporate presentation - Helium-focused strategy drives US project expansion, funded by asset sales and royalties.QHE
Corporate presentation - Helium-focused strategy leverages US assets, royalties, and infrastructure for near-term growth.QHE
Corporate presentation - Sagebrush-1 and Coyote Wash projects advance toward helium production, targeting 2026.QHE
Corporate presentation - Expanding helium portfolio in US and Australia, leveraging strong assets and infrastructure.QHE
Corporate presentation