NorthLight’s investment thesis connects a developing resource opportunity with an established energy requirement. Prospective geology, existing subsurface access and the full cost of delivered fuel provide the basis for evaluating where natural hydrogen could become commercially relevant.
The company’s immediate focus is on building the evidence, access and relationships required to advance that thesis into defined projects.
THE NARRATED PRESENTATION
Explore the NorthLight opportunity.
The story, strategy and business case. Choose a 4-, 8- or 16-minute presentation.
Remote communities face unique transport, storage and supply requirements.
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An exploration model for real-world conditions
We combine existing data, infrastructure and technical expertise to de-risk discovery and advance with discipline.
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Specialist capability
Our team brings deep experience across geochemistry, reservoir evaluation, mining, hydrogen processing and field exploration.
PEOPLE & EXPERTISE
Experience built for execution.
NorthLight brings together capital markets experience, scientific interpretation and practical development expertise. Management leads corporate strategy and execution, supported by specialist advisers and technical firms across the exploration and development process.
LEADERSHIP
John McMahon
Chairman & Chief Executive Officer
John brings more than two decades of experience in investment banking, corporate finance and strategic advisory. His career includes senior leadership roles at Research Capital and Industrial Alliance Securities, together with advising and investing in emerging companies through Thought Launch Capital & Advisory.
His experience spans capital formation, transaction strategy and public markets across natural resources, technology and infrastructure.
Cameron Day
Chief Financial Officer
Cameron’s background spans corporate finance, capital markets and strategic advisory, including mergers and acquisitions and equity and debt financing. He brings financial planning and transaction experience to NorthLight’s corporate development and financing strategy.
Casey McMahon
Vice President, Marketing & Communications
Casey specializes in investor positioning, corporate narrative and strategic communications across natural resources, technology and infrastructure. Her work connects NorthLight’s scientific and commercial strategy with the information needs of investors, partners and other stakeholders.
Andy Dayes
Director
Andy combines more than 30 years in corporate finance with experience in industrial power-generation equipment. He has held senior roles at Wells Fargo and Efficient Capital, working in private credit, asset-based finance and securitization across Canada, the United States and the United Kingdom.
A University Professor at the University of Toronto, Barbara has helped establish the geological basis for natural hydrogen exploration in ancient continental rocks. She advises NorthLight on exploration targeting, geological modelling and the scientific basis of its mine co-location strategy.
Denis Brière
Technical & Engineering Adviser
Denis brings experience in natural hydrogen exploration, drilling and reservoir evaluation, including work on the Bourakébougou hydrogen field in Mali. His advisory scope covers the technical questions that connect a geological target with resource evaluation and potential development.
Dr. Peter Kondos
Mining & Commercialization Adviser
Peter brings experience in mining operations, innovation and metallurgical development, including executive roles at Barrick Gold, Inco and Noranda. He advises on mine-site opportunities, operating requirements and commercial development.
Aaryn Hutchins, P.Geo.
Exploration Adviser / Critical Discoveries
Aaryn brings experience in exploration programme design, geological assessment, field operations and Indigenous engagement. Through Critical Discoveries, his work supports target identification, technical services and land management.
SPECIALIST SUPPORT
Technical partners
Retained for exploration planning, field verification, extraction modelling and economic evaluation.
Engaged for corporate development, technical services, land management and acquisition support, with experience in remote exploration operations.
Independent advisers contribute specialist expertise within defined scopes. Management retains responsibility for day-to-day execution.
COMPANY MATERIALS
Documents
NORTHLIGHT POWER
Investor Presentation.
NATURAL HYDROGEN EXPLORATION & INFRASTRUCTURE
NorthLight Presentation
The company’s investment thesis, northern energy market, exploration and development model, leadership and technical capabilities.
The geological rationale behind NorthLight’s areas of interest, including regional screening, the Manitoba application areas, access and infrastructure, and the questions that further exploration must resolve.
Advance the Manitoba application process and technical interpretation; pursue mine access and data-sharing arrangements; design targeted sampling and verification; and develop the relationships required for potential projects.
Contact NorthLight for current financing information and supporting diligence materials.
The opportunity 08 MIN
