Helix Exploration PLC
Unlocking North America's natural hydrogen frontier whilst delivering near-term helium revenue
Investment Opportunity Overview
Dual Revenue Strategy
Helix Exploration uniquely positions investors to capture value from two high-demand clean energy resources: helium for immediate cash flow and natural hydrogen for exponential growth potential.
The Company operates within Montana's proven 'Helium Fairway' whilst pioneering what could become one of North America's first commercial natural hydrogen discoveries.
Catalysts for Rapid Value Creation
Re-entry operations commence 17 November 2025 at the flagship Rudyard Project, targeting unprecedented geological formations.
New PSA/Membrane processing plant in Rudyard ready to receive helium production, establishing immediate revenue pathway upon well completion.
Why Natural Hydrogen Matters
Zero Carbon Emissions
Generated naturally underground through water-rock reactions - not fossil fuel processing
Self-Recharging Resource
Geological processes continue generating hydrogen over extended timescales
Lowest Cost Hydrogen
No energy-intensive production required unlike grey or green hydrogen alternatives
Natural hydrogen represents the cleanest, most cost-effective hydrogen on Earth - a game-changing advantage as global energy markets transition to decarbonisation.
The Rudyard Advantage
Exceptional Ultramafic Geology
Laboratory analysis confirms rocks actively undergoing hydrogen-generating alteration processes. CEO Bo Sears states: "To my knowledge, no better rock has been encountered in the United States for geological hydrogen exploration."
Mantle Helium Signature
Geochemical studies reveal 0.74 Rₐ helium ratio with ~9% mantle component - one of the highest recorded in continental USA outside Yellowstone, confirming deep Earth connections.
Active Fluid Pathways
Evidence of dynamic subsurface system enabling continuous hydrogen generation and migration to accessible depths for commercial extraction.
Immediate Operational Milestones
1
Week of 17 November 2025
Rig mobilisation and re-entry operations commence at Inez #1 well
2
Core Recovery Phase
Remove existing production tubing and drill to total depth, recovering 30-40 feet of ultramafic rock samples - potentially the first ever taken from this depth in the United States
3
Helium Zone Perforation
Complete entire Souris River zone for helium production following coring operations
4
Revenue Generation
Connect well to new Rudyard PSA/Membrane processing plant, establishing immediate helium cash flow
Valuation Catalysts on the Horizon
Core Analysis Results
Laboratory confirmation of hydrogen-generating capacity from unprecedented ultramafic samples will validate geological model and derisk future development
First Helium Production
Successful completion and tie-in to processing plant demonstrates operational capability whilst generating near-term revenue
Resource Expansion Potential
Proven hydrogen system at Rudyard unlocks multiple additional drilling targets across Company's Montana acreage position
Market Positioning and Timing
First-Mover Advantage in Natural Hydrogen
Whilst the global hydrogen market races to develop costly synthetic alternatives, Helix is positioned to access naturally occurring, emission-free hydrogen at a fraction of the cost.
The combination of proven helium assets providing cash flow and world-class hydrogen exploration potential creates a unique asymmetric risk-reward profile.
With operations commencing imminently, investors have a rare window to establish positions before drilling results catalyse market re-rating.
0.74
Helium Ratio (Rₐ)
Top-tier mantle signature
40
Feet of Core
Ultramafic samples
Leadership Perspective
"Coring the ultramafic interval in the Inez #1 well represents a defining moment for Helix. We believe these core samples will be the first ever taken from an ultramafic zone at this depth in the U.S., and they provide a rare opportunity to study a live hydrogen-forming system in place."
Bo Sears, Chief Executive Officer
Investment Thesis Summary
Near-Term Helium Revenue
Proven reserves in established Montana Helium Fairway with processing infrastructure in place, delivering immediate cash generation upon well completion
Exceptional Hydrogen Potential
World-class geological setting with mantle helium signatures and optimal ultramafic rock chemistry creates compelling exploration upside
Imminent Value Catalysts
Re-entry operations commence week of 17 November 2025, with core results and production testing to follow in rapid succession
Market Timing Advantage
Entry point before drilling results whilst natural hydrogen sector gains mainstream recognition as clean energy solution
Position Now
Before Drilling Results
Helix Exploration offers sophisticated investors a rare combination of near-term helium production revenue and exposure to potentially transformational natural hydrogen discovery - with operations commencing imminently.
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