Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Investor Presentation (September 2022)
23 slides from Alpha Hpa's investor presentation, September 2022
Slide 1: Ultra Pure – Low Carbon Aluminium Materials
ULTRA PURE -—LOW CARBON ALUMINIUM MATERIALS Alpha HPA ASX: AGN
Slide 2: Cautionary Statement and Forward Looking Statements
Cautionary Statement Forward Looking Statements The Definitive Feasibility Study (DFS) referred to in This presentation contains certain forward-looking This presentation is for information purposes this presentation has been undertaken to assess statements with respect to the financial condition,
Slide 3: LED Lighting: The current technology driver of de-carbonisation
LED-LIGHTING The current technology driver of de-carbonisation 16 Pe ~ IN 2017, THE USE OF LEDS TO @ ILLUMINATE BUILDINGS AND 2 fia OUTDOOR SPACES REDUCED 570 CO, EMISSIONS BY NEARLY MILLION s Micro LEDs an est 570m tors in 2017 "ations by 1250 a x z 4 a A COMPLETE 2019 2020 2021 2022 2023 2024 2025
Slide 4: E-Mobility: The next major driver of de-carbonisation
de-carbonisation EV Sales Forecast (M units) E-MOBILITY The next major driver of mchina BROW source: UBS Gasoline Only Average Emmissions 380 Grams of CO;¢ per mile Plug-in Hybrid Electric 209 | Battery Electric 154 Grams of €@ per mile Source: Inside EV's(wminsideevs com) HPA for separators Al-prec
Slide 5: We are commercialising in 2 Stages as the HPA First Project
We are a technology/industrial chemical company We make ultra-high purity aluminium products with a worlds first process which are: CRITICAL RAW MATERIALS FOR DE-CARBONISATION Our proprietary process delivers us the competitive edge HIGH PURITY/LOW CAPEX/LOW OPEX/LOW CARBON We are commercialising
Slide 6: Stage 1 - Construction Underway, A$60M in Govt Grants Approved
STAGE 1 - CONSTRUCTION UNDERWAY A$60M IN AUST GOVT GRANTS APPROVED • • • •
Slide 7: Stage 1: Commissioning late Sept 2022
_ Stage 1: Commissioning late Sept 2022 Alpha HPA
Slide 8: Stage 1: Commissioning late Sept 2022
Stage 1: Commissioning late Sept 2022
Slide 9: Stage 1 under construction within the HPA First Project Footprint
• Stage 1 under construction within the HPA First Project Footprint • Stage 1 to be incorporated into the full scale HPA First Plant as a dedicated unit for 5N Al-Sulfate. • alphahpa.com.au/our-projects
Slide 10: Process Flow Sheet: World First + Disruptive
"1 Process Flow Sheet: World First + Disruptive 4N+ High Purity gamma-phase Doria Boehmite 4N+ High Purity Al-O-OH Alumina (HPA) NN Al,O; aaa a Reagents . . Feedstock Als RioTinto > Rp > & > ~Ha) Drying Calcination Milling alpha phase Aluminium Solvent Extraction Crystallisation 24 Crystallisation 4
Slide 11: Our Customers and Partners
12 Our Customers and Partners: * Existing customers, marketing agents and key business partnerships cant WD BRENNTAG aa SAINT-GOBAIN =_ litecLlL [Exum SORICA specialty intermediates and adlives CAV @) TECHNOLOGICA Gesellschaft fiir High Tech Materialien und Verfahren mbH Charging Ahead! 1% oT} FILMT
Slide 12: High Purity Aluminas Aluminium Pre-cursors
High Purity Aluminas Aluminium Pre-cursors
Slide 13: Our products for LED lights
Our products for LED lights SAPPHIRE GLASS WAFERS Sapphire crystal growth cut to sapphire wafer LED PHOSPHORS Synthesis of Aluminate tebe. for HPA Pellets HPA + 5N AI-Nitrate LED CHIP ARCHITECTURE Addition of YAG phosphors to LED lighting circuits QUALIFIED WITH US BASED SAPPHIRE GROWER Addition of
Slide 14: Micro LEDs: The LED market multiplier
Micro LEDs: The LED market multiplier * Adoption of micro-LEDs has the potential to double existing LED market « Micro LEDs require nano-size phosphors * Nano-size phosphors increasingly require ‘wet process’ synthesis >> using Al-nitrate MicroLED Market 4 U ¢ LuxVue MicroLEDs set to double the size
Slide 15: Our products for the lithium-ion cell
Our products for the lithium-ion cell ANODE CATHODE Pre-cursors for coating graphite and silicon Cathode pre-cursors for j % anode NCA & NCMA and - alumina coating 5N ALNitrate 5N ALNitrate + 5N Al-Sulfate SEPARATOR HPA & Ceramic coating for High Purity thermal management Boehmite Boehmite coated an
Slide 16: 5N Aluminium Precursors: The Rise of High Nickel Cathodes
5N Aluminium Precursors: The Rise of High Nickel Cathodes = increasing aluminium precursor demand 100.00% 90.00% 80.00% 70.00% 73% NMC811/NCMA 60.00% mLFP 50.00% = Other 40.00% NMC-622 NMC-111 30.00% = =NCA 20.00% || - — fs 0.00% 2025 2030 Auto Market (GWh/a) 243 820 Source: UBS — July 2021 * High n
Slide 17: CO2 Emissions Summary
CO, Emissions Summary ~70% lower total emissions in feedstock and production process combined compared to the incumbent process EMISSIONS REDUCTIO! (1.] We do not use Al metal as feedstock [2] We recycle our reagents (3] We use 100% renewable energy kg CO,/kg HPA produced 20.0 18.0 16.0 14.0 12.0 10
Slide 18: Continuously operating pilot facility
• Continuously operating facility, with over 7,000 operating hours • Aluminium nitrate production to date >5,100kg • Servicing specialty sales and continued product test orders
Slide 19: HPA First Project: Global Product Marketing
20 HPA First Project: Global Product Marketing Global marketing network established * >100 product samples now distributed globally to >40 end users * Products qualified for sapphire glass, LED phosphors and separator coatings ° Al-nitrate and HPA sales commenced * Multiple (16) bids submitted for h
Slide 20: HPA First Project: Highlights and Catalysts
HPA First Project: Highlights and Catalysts DFS ——e Ly ©— SAINT-GOBAIN —e QDorica—e NA hate! BRENNTAG ame —__@ _ @Q— 21 Mar ’20 Definitive Feasibility Study - ROBUST PROJECT CONFIRMED Sept ’20: 2 x High-purity Li-B Pre-Cursor manufacture confirmed Feb ’21: Major Project Permitting Approval (MCU) Apr
Slide 21: Corporate Snapshot
Corporate Snapshot TRADING INFORMATION SHARE PRICE PERFORMANCE - 12 MONTHS ASX CODE A4N 070 Share Price (02/09/2022) ~50c 52-week trading range 37.5¢ —70c _ oso Issued Shares 812.36M 2 : g 0.50 CAPITAL STRUCTURE ° r Issued Shares 812.36M oso Unlisted options (@35c)* 5.0M (expire 30 Sept 2023) Unlist
Slide 22: Contact
Contact Rimas Kairaitis Managing Director rkairaitis@alphahpa.com.au +61 408 414 474 Cameron Peacock Investor Relations and Business Development cpeacock@alphahpa.com.au +61 439 908 732 alphahpa.com.au AlphaHPA
Slide 23: Thank You
THANK YOU Aloha HPA