Quantum Helium (QHE) Corporate presentation summary

Strategic focus and market opportunity

• Pivoted strategy in 2024 to prioritize helium due to rising demand and limited global supply, especially in critical industries.

• Monetized legacy oil and gas assets, converting Australian projects to royalties to fund US helium expansion.

• Helium prices have surged to $300–$500 per mcf, making it significantly more valuable than hydrocarbon gas.

• Targeting low-risk, high-helium areas in the US and Australia, leveraging existing infrastructure and services.

• Focused on projects in OECD countries for stability and established infrastructure.

US helium project portfolio

• Acquired three initial projects in Colorado: Vecta (20% interest), Sagebrush (82.5%, operator), and Coyote Wash (100%, operator).

• Vecta Project: Five helium prospects across 51,000 net acres, with drilling planned for 2025.

• Coyote Wash: 4320 acres, six large helium prospects identified with 3D seismic, targeting pre-salt carbonates and sandstones.

• Sagebrush: 10,000 acres, stable oil production, dual targets for oil and helium, with ongoing seismic reprocessing and proposed 3D survey.

• Existing pipeline infrastructure connects project areas to regional helium plants, enabling early production potential.

Australian asset monetization and royalties

• Sold EP-145 to Echelon, retaining a 5% royalty; sold EPA-155 to Georgina Energy, retaining a 2.5% royalty.

• Sales avoid significant exploration costs and provide funding for US helium projects.

• EP-145: Prospective resources of 440 Bcf total gas, 26.4 Bcf helium; EPA-155: 1626 Bcf gas, 197 Bcf helium.

• Infrastructure in place includes pipelines, roads, rail, and airports, with existing and proposed helium plants.