Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Macquarie Australia Conference 2024
24 slides from Alpha Hpa's conference presentation, May 10, 2024
Slide 1: Establishing a global leading supplier of high purity aluminium materials
Alpha HPA ESTABLISHING A GLOBAL LEADING SUPPLIER OF HIGH PURITY ALUMINIUM MATERIALS TO HIGH TECHNOLOGY GROWTH SECTORS ASX:
Slide 2: Cautionary Statement and Forward Looking Statements
CAUTIONARY STATEMENT The financial projections referred to in this presentation has been undertaken to assess the technical and financial viability of the HPA First project. These projections are based on the material assumptions about the availability of funding and the pricing received for HPA. Wh
Slide 3: Alpha HPA: technology led specialty chemicals company
ALPHA HPA: We are a technology led, speciality chemicals company | We make ultra-high purity aluminium products with al | which are: 2 CRITICAL RAW MATERIALS FOR HIGH-TECHNOLOGY GROWTH SECTORS HIGH PURITY - HIGH MARGIN - LOW CARBON | i S Alpha is commercialising in 2 Stages asthe ‘ HPA FIRST PROJECT
Slide 4: HPA First Project
== Sit —_— ee ° STAGE 4: °* STAGE 2: = < 7 \ = SS HPA First Project Site Gladstone State Development Area 100% RENEWABLE ENERGY HPA FIRST PROJECT: HPA
Slide 5: Stage 1: In Production
‘sk : | ih >< Hea unt STAGE 1:1N PRODUCTION
Slide 6: Stage 1: HPA Circuits
STAGE 1: HPA CIRCUITS Alpha HPA
Slide 7: Project layout: Stage 1 and Stage 2
STAGE 1: IN PRODUCTION PROJECT LAYOUT: +350tpa — ALL PRODUCTS STAGE 2: FULL-SCALE FACILITY +10,000tpa — ALL PRODUCTS
Slide 8: Comprehensive Government Support
COMPREHENSIVE GOVERNMENT SUPPORT + $45M MMIC Grant (Aust Govt) * $21.7M IPP Grant (QLD Govt) * $400M in Aust Govt Loan support (EFA+NAIF) Alpha HPA staff hosting Prime Minister of Australia Anthony Albanese, Federal Minister of Resources Madeleine King, Queensland Premier Steven Miles, and Queenslan
Slide 9: Our Process and Our Products
OUR PROCESS AND OUR PRODUCTS Nano-Scale RioTinto 4N+ High Purity = 4N+ High Purity Alumina trihydrate Boehmite Al(OH); AI-O-OH Dover Alumina (HPA) mC “ Reagents ALO; 4N+ High Purity Alumina (HPA) AIO; gamma-phase 4N+ High Purity or personal use only Feedstock 2. Cy.) é alpha phase 4N+ High Purity Dr
Slide 10: Applications: High Technology Growth Sectors
APPLICATIONS: HIGH TECHNOLOGY GROWTH SECTORS ik ww Pre eT eS LEO CICETING LITHIUM-ION BATTERY Cathode coating Synthetic sapphire Cathode doping LED phosphors ra . oN . OTHER SEMICONDUCTORS _ IN Specialty Catalysts Alpha HPA Thermal interface materials ited %¢e 4 Technical Ceramics Chemicalmechariica
Slide 11: Al-Nitrate unlocks key Li-ion battery safety coating technology
ALPHA’S UNIQUE ABILITY TO MAKE ULTRA HIGH PURITY AL-NITRATE UNLOCKS A KEY Li-ION BATTERY SAFETY COATING TECHNOLOGY . Zero propagation from battery pack with high purity (Al-O-OH) boehmite coated cell casings Up to 100% reduction in thermal runaway with Al-O-OH coatings on graphite anode materials Al
Slide 12: HPA and precursors for polishing, packaging and semiconductors
HPA and HPA precursors for: * First sales in place * polishing * Semiconductor sector LOI in place for up to 1,000tpa HPA * packaging Demand link to high power semiconductors uctors in EV’s (USSM) Source: Wolfspeed » ~ Alpha HPA
Slide 13: Supporting next-generation LED technology
SUPPORTING NEXT-GENERATION LED TECHNOLOGY ) Wer enee @ag 00. “SO leececsess C Alpha’s custom HPA tablets for sapphire glass supporting the next generation of LED semiconductor technology Alpha SAPPHIRE Alpha HPA
Slide 14: For personal use only
For personal use only • • • • • • • • • • • • • • •
Slide 15: Market Outreach and Pricing
MARKET OUTREACH AND PRICING Extensive 4+ year global market outreach Detailed, technically driven,understanding of market and applications Pricing obtained by interviews, sales, refined.quotations and LOI’s Comprehensive database of pricing available for Alpha’s materials Product Pricing (USS/kg) Al
Slide 16: Independent Certification
INDEPENDENT CERTIFICATION CERTIFICATE CERTIFICATE CERTIFICATE ALPHA HPA LTD (GROUP) WORK, HEALTH & SAFETY Alpha HPA
Slide 17: World Leading Emissions
12 10 ‘O,ett t WORLD LEADING EMISSIONS 50-70% lower CO, emissions over incumbent (alkoxide) process Scope 1&2 | | Scope 1+2+3 with credits [7 “ 5.03 3.98 3.88 0.56 ons oss ee me (A032) Pseudo-boehmite (Al-0-OH) Independent emissions analysis by CQ) Egrben ~71% lower total emissions in feedstock and
Slide 18: Alpha Sapphire
Alpha SAPPHIRE Alpha HPA
Slide 19: Alpha Sapphire
ALPHA SAPPHIRE: »») Sapphire optics ™~ bal bod fe LED * September 2023: $30M QIC funding to secure sapphire business for QLD * November 2023: $40M equity financing to match QIC \9 Alpha SAPPHIRE Alpha HPA
Slide 20: Alpha Sapphire
ALPHA SAPPHIRE: * First Sapphire Growth Units now fully installed — first sapphire early May * Technology Disruption: Access to new Ebner-Fametec Technology ) * Supply Crunch: End-user desire to de-link from Russia-China production * Demand Pull: Major new demand from micro-LED adoption Alpha SAPPHI
Slide 21: Alpha Sapphire: Annual EBITDA per growth unit
ALPHA SAPPHIRE: Micro-LED Annual EBITDA (USD) - post QIC Royalty Per single growth unit Per 50 growth units Per 100 growth units $516,000 $25,800,000 $51,600,000 $693,000 $34,600,000 $69,300,000 Sapphire optics * Targeting mini & micro-LED and Sapphire Optics markets + 50 growth units are at steady
Slide 22: For personal use only
• • • For personal use only • • *Source: White House
Slide 23: Corporate Snapshot
23 CORPORATE SNAPSHOT TRADING INFORMATION SHARE PRICE PERFORMANCE — 3 YEARS ASX CODE A4N 120 Share Price (07/05/2024) ~$0.98c , 52-week trading range $0.56 — $1.22 _ 4.00 Issued Shares 933.8M 2 = 0.20 CAPITAL STRUCTURE 060 Issued Shares 933.8M 0.40 Unlisted options (@90c) 8.8M (expire 30 April 2025)
Slide 24: Thank You
Thank You Rimas Kairaitis Managing Director rkairaitis@alphahpa.com.au +61 408 414 474 Robert Williamson Director and COO rwilliamson@alphahpa.com.au +61 407 125 176 Rob Lord Investor Relations rlord@alphahpa.com.au +61 400 008 553 Cameron Peacock Business Development cpeacock@alphahpa.com.au +61 43