Exposure to a high-grade multi-gas reserve in Arizona with ~6% helium, day-one modular liquefaction, and a capital structure built for funds and family offices.
Helium is critical to semiconductors, space, and medical imaging. Supply is tight. Domestic, de-risked supply is rare.
INNOV8 sits on a multi-gas reserve in Arizona with ~6% helium concentration. Geology is validated. Permits are in hand. Offtake is executed.
For allocators, the timing is about moving from validated geology into scaled domestic production while supply is structurally constrained.
~$4B validated in-situ value. Premium-grade helium at ~6% concentration.
3 wells drilled. Gas composition matches independent models. Permits for 20 more.
Helium anchor. Hydrogen, Argon, Neon, and Natural Gas provide pure upside.
Concentration ~6%
Permian Basin Avg: <1%
Liquefaction is not an add-on. Each pad is a self-contained production node enabling premium pricing from day one.
Capex Per Well
~$8.5M
Includes drilling, completion, and modular liquefaction unit.
Stabilized Revenue
~$16.8M
Annual run-rate per well (Helium only) at executed offtake pricing.
Target DSCR
>2.0x
Scaling from ~1.3x as wells and refinery units come online.
Agreements at ~$550 per 1,000 m³. Buyers ready for full volumes.
Fund next wells, install initial refinery modules, bring first revenue online (Year 1).
Scale template across 88 mapped locations. Increase processing capacity.
Underwritten on helium + conservative multi-gas uplift. Upside scenarios scale with well count and hydrocarbon realization.
Target: Growth & Multiples7-year fixed coupon, 1st lien on wells/equipment. DSCR modeled ~1.35x - 2.0x+.
Target: Asset-Backed YieldFor serious interest, the next step is NDA and data room review. Review geological reports, detailed models, and legal structuring memos.
Request Data Room AccessIntro call (30-45 mins) to review resource and structure.
NDA & Data Room (Geology, Models, Legal).
Technical sessions with operating & structuring teams.