Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Collerina Cobalt — Investor Presentation (September 2018)
23 slides from Alpha Hpa's investor presentation, Sep 18, 2018
Slide 1: Collerina Cobalt Ltd - Fast Track HPA Production
COLLERINA COBALT LTD (ASX:CLL) FAST TRACK HPA PRODUCTION
Slide 2: Disclaimer
Disclaimer © COLLERINA Cobalt Lir This presentation has been prepared by Collerina Cobalt Limited (ABN 79 106 879 690) (“Collerina Cobalt” or the “Company”). It should not be considered as an offer or invitation to subscribe for or purchase any securities in the Company or as an inducement to make a
Slide 3: Corporate Snapshot
Corporate Snapshot TRADING INFORMATION ASX CODE CLL Share Price (17-Sep-18) 11.0c 52 week trading range 2.9c — 18.0c Issued Shares 559.1M CAPITAL STRUCTURE Issued Shares 559.1M Unlisted options (@2c) 8.0M (expire 21 October 2018) Unlisted options (@10c) 30.0M (expire 31 October 2019) Unlisted option
Slide 4: Corporate Snapshot - Shareholders and Recent HPA Highlights
Corporate Snapshot SHAREHOLDERS @ COLLERINA Cobalt Limitec TOP 20 SHAREHOLDERS BT Portfolio Services Budworth Capital Permgold Pty Ltd (N. Seckold) PT Muara Mulya Propertindo RECENT HPA HIGHLIGHTS FIRST S 99.99% HPA PFS Adoption of the $4.0M HPA First process underwritten Rights Issue (July 2018) Fi
Slide 5: Board & Management
Board & Management W Norman Seckold Chairman 30+ years in the full time management of natural resource companies. Past Chairman and Director of listed companies including Bolnisi Gold NL, Timberline Minerals Inc., Perseverance Corporation Limited, Valdora Minerals NL, Palmarejo Silver and Gold Corp.
Slide 6: "HPA First" - Fast Track Path to HPA Production
“HPA FIRST” - FAST TRACK PATH TO HPA PRODUCTION The HPA First process uses the Company’s proprietary licenced solvent extraction (SX) and refining technology and a feedstock blend of readily available industrial products rather than an acid leach solution generated from the Collerina Project ore SIM
Slide 7: About High Purity Alumina (HPA)
About High Purity Alumina (HPA) (@o COLLERINA EV Demand Growth — Key EV Materials 400% Cobalt Lir 325% 225% 180% HI HPAis the pure form of aluminium oxide (Al,0.) HPA is the pre-cursor 50% material for the manufacture of sapphire glass and ceramic coated Hi Lithium-lon-Battery (Li-B) separators " .
Slide 8: High Purity Alumina (HPA) Market
High Purity Alumina (HPA) Market HPA Pellets MarketDemand Batts ———— a LED and Semiconductor Substrates Lithium-lon Scratch Proof Battery Separator Glass Phosphor Coating Automotive Household & Industrial Lighting Coating Smart phones, tablets, smart watches Electric Vehicles Consumer Goods Fluoresc
Slide 9: High Purity Alumina (HPA) Demand - A Battery 'Metal'
High Purity Alumina (HPA) Demand — A Battery ‘Metal’ G COLLERINA 4N HPA CONSUMPTION BY APPLICATION (2016) Cobalt BB sericonsucr Consensus market agreement on strong demand growth for HPA to 2025. Market analysts divided on growth driver being either the increasing adoption of LED (Light Emitting Dio
Slide 10: Existing HPA Market Production Process
Existing HPA Market Production Process Existing HPA production is synthesised from Al metal feedstock Isopropyl Alcohol Aluminium alkoxide is synthesised from aluminium metal and alcohol, and hydrated alumina is produced by hydrolysis of alkoxide, and finally high purity alumina is obtained by calci
Slide 11: Our HPA Process - Solvent Extraction
Our HPA Process — Solvent Extraction = Highly selective process delivers HPA purity = Atmospheric wet chemical process = Solvent Extraction accounts for ~25% of global copper production 1° stage 2"4 stage mixer mixer Loaded Organic Phase Aqueous Phase t settler discharge launders |, Organic Aqueous
Slide 12: HPA First - A Major Process Simplification
HPA First — A Major Process Simplification MINE PLAN PROCESS Sulphuric Acid Counter Current Counter Current Atmospheric Atmospheric Leach Leach Filtration Neutralisation (CCAL) (CCAL) Stage 1 Stage 2 Tailings Industrial Feedstock PLS Iron Removal Nickel-Cobalt HPA Mixed-Hydroxide ‘HPA FIRST’ PROCESS
Slide 13: Original Mine Plan Process - Locations
Original Mine Plan Process = 3 Locations A AN Acid Leach & Neutralisation & SX Plant Precipitation COLLERINA ACID LEACH + | HPA REFINING PROJECT SX PLANT NEWCASTLE WESTERN NSW | CENTRAL NSW PORT
Slide 14: HPA First - Location
wi = = 2 s ir =a HPA First = 1 Location
Slide 15: Peer Comparison - HPA
Peer Comparison - HPA G A HILL END GOLD LIMITED BFS 2015 Restarting Project Stage Ps cy2018 | PFS22018 | PFSComplete | Fp a raved Production Feedstock Bak neu Kaolin Kaolin Kaolin Kaolin Project Units Mining WA a ws a a Feedstock Calcining WA A | A\ a a Hydrochloric (HCI) Acid leach A a A \ High Tem
Slide 16: Indicative Timetable
Indicative Timetable @ PFS on track for delivery in CY 2018. Coe H Secure dedicated Premises now secured for 2" Mini-Rig run & DFS Piloting Project Permitting (PEA), DFS Preparation (Pilot Plant Procurement) — pursued in parallel with PFS CY 2018 Cy 2019 Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr M
Slide 17: "HPA First" - Fast Track Path to HPA Production
“HPA FIRST” - FAST TRACK PATH TO HPA PRODUCTION The HPA First process uses the Company’s proprietary licenced solvent extraction (SX) and refining technology and a feedstock blend of readily available industrial products rather than an acid leach solution generated from the Collerina Project ore SIM
Slide 18: Contact / Thank You
Norman Seckold Chairman nseckold@collerina.com.au Rimas Kairaitis Managing Director rkairaitis@collerina.com.au Peter Nightingale Director/Chief Financial Officer pnightingale@collerina.com.au Cameron Peacock Investor Relations and Business Development THANK YOU www.collerinacobalt.com.au T:+ 612930
Slide 19: Appendices
COLLERINA COBALT LTD (ASX:CLL) Appendices
Slide 20: Demand for HPA - Regions
Appendix 1 Demand for HPA — Regions Demand for HPA is primarily being driven by the increasing adoption of LED (Light Emitting Diode) products, separators in lithium ion batteries (Li-B’s) and scratch resistant artificial sapphire glass for smartphone screens and watches HPA DEMAND BY GEOGRAPHIC REG
Slide 21: Supply of HPA
Appendix 2 Supply of HPA EB ina | ry BB North America BD south Korea France Russia Sumitomo Chemicals [EINES Hebei Pengda New Material [ETI Sasol [Ear Zibo Xinfumeng Chemicals [ERI Baikowski [FR itie Xuan Cheng Jing Rui [ETRE 4% Nippon Light Metal [PEW Dalin Hiland Photoelectric ([e0RES 3 imeem Sout
Slide 22: Source: Bloomberg New Energy Finance
Source: Bloomberg New Energy Finance 22
Slide 23: Statement of Compliance
Appendix 4 @ Statement of Compliance COLLERINA Competent Persons Statement (Process Development Testwork) Information in this announcement that relates to metallurgical results is based on information compiled by or under the supervision of Mr Boyd Willis, an Independent Consultant trading as Boyd W
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