Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Technical Presentation (October 2024)
26 slides from Alpha Hpa's technical presentation, October 2024
Slide 1: Alpha HPA
Alpha HPA ULTRA PURE — LOW CARBON ALUMINIUM MATERIALS ASX:
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT The Definitive Feasibility Study (DFS) referred to in this presentation has been undertaken to assess the technical and financial viability of the HPA First project. The DFS is based on the material assumptions about the availability of funding and the pricing received for HPA.
Slide 3: Alpha HPA: Introduction
ALPHA HPA: INTRODUCTION 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 HIGH PURITY - HIGH MARGIN - LOW CARBON Alpha is commercialising in 2 Stages as the HPA FIRST PROJECT
Slide 4: Our Process and Our Products
OUR PROCESS AND OUR PRODUCTS Nano-Scale 4N+ High Purity Alumina (HPA) AIO; 4N+ High Purity = 4N+ High Purity Alumina trihydrate Boehmite Al(OH); AI-O-OH Doria ©) By-product rab Reagents gamma-phase 4N+ High Purity Alumina (HPA) Al,O; Feedstock AP RioTinto - (el (@ @a-S- alpha phase Drying Calcinatio
Slide 5: Ultra aluminium products and sector coverage
5N ULTRA ALUMINIUM NITRATE (AI(NO;)3.9H20) ™ © Lithium-on Battery @ LED lighting © Semi-conductor CMP polishing 5N ULTRA ALUMINIUM SULFATE (AL(SO,);16H,0) ™ Lithium-Ion Battery © ULTRA SAPPHIRE high technology (Al,0;)™ sector coverage Scratch Resistant Glass Q Mini/Micro LEDs © ULTRA-HIGH PURITY NAN
Slide 6: HPA First Project Site
== Sit —_— ee ° STAGE 4: ° STAGE 2: = < ei \ = SS HPA First Project Site Gladstone State Development Area 100% RENEWABLE ENERGY HPA FIRST PROJECT: HPA
Slide 7: Stage 1: Expansion
STAGE 1: EXPANSION Al-Sulfate Circuit
Slide 8: Project Layout
PROJECT LAYOUT: $45M MMI-C Grant (Aus $21.7M IPP Grant (QLD Letter of Support from E SAP approval from NAIF STAGE 2: FULL-SCALE FACILITY +10,000tpa — ALL PRODUCTS STAGE 1: IN PRODUCTION +350tpa — ALL PRODUCTS A$15.5M Critical Mineral: Deployed
Slide 9: Products for De-carbonising Technologies
PRODUCTS FOR DE-CARBONISING TECHNCOLOGIES Product demand linked to sector growth + decarbonisation + supply chain de-risking a HPA for Li-B © Bespoke HPA for HPA for LED cathode doping & thermal interface sapphire substrates coating materials HPA for LED Al-Nitrates for Li-B @ AlNitrates for phospho
Slide 10: LED Lighting
LED-LIGHTING The current technology driver of de-carbonisation ees a IN 2017, THE USE OF LEDS TO LED LIGHTING ILLUMINATE BUILDINGS AND 570 WORLD WIDE, OUTDOOR SPACES REDUCED MILLION WOULD PREVENT CO, EMISSISONS BY NEARLY TONNES 1,400,000,000 TONNES OF CO, EMISSIONS + LOI with Ebner—Fametec to instal
Slide 11: The next major driver of de-carbonisation
" The next major driver of de-carbonisation AL-Nitrates as anode coating precursor HPA’s for Li-B cathode doping HP precursors for Li-B cathode Alpha HPA Al-O-OH coatings on graphite anode materials — using A-Nitrate 5-10% capacity increase (zero first cycle loss) Alph pha HF 100% reduction in therm
Slide 12: re- $4.9B $3.8B $2.8B $2.1B $1.5B $1B 2022 2023 2024 2025 26 2027 Source:
re- $4.9B $3.8B $2.8B $2.1B $1.5B $1B 2022 2023 2024 2025 2026 2027 Source: Wolfspeed *Source: Semiconductor Industry Association (SIA)
Slide 13: Alpha HPA
Alpha HPA
Slide 14: Stage 1: HPA Circuits
STAGE 1: HPA CIRCUITS Alpha HPA
Slide 15: Independent Certification
INDEPENDENT CERTIFICATION ALPHA HPA LTD (GROUP) ey CERTIFICATE CERTIFICATE CERTIFICATE WORK, HEALTH & SAFETY Alpha HPA
Slide 16: World Leading Emissions
WORLD LEADING EMISSIONS 50-70% lower CO, emissions over incumbent (alkoxide) process scope1&2 II scope 142+ with creats ~71% lower total emissions in feedstock and 2 production process combined compared to the incumbent process 10 s \*! EMISSIONS REDUCTIONS i . - = *] Q 4 5.03 308 om 1. | We do not
Slide 17: Alpha Sapphire Update
Alpha Sapphire Update Alpha SAPPHIRE Alpha HPA
Slide 18: Alpha Sapphire
ALPHA SAPPHIRE: March 2023: Agreements with Ebner-Fametec for entry into sapphire glass production June 2023: Expanded agreements for up to 1,000 growth units Unique supply/demand dynamics, favourable to new market entry Estimated 10x net revenue uplift per alumina unit September 2023: $30M QIC fund
Slide 19: Alpha Sapphire
ALPHA SAPPHIRE: * 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 SAPPHIRE Alpha HPA
Slide 20: Sapphire growth utilities progress
* Sapphire Growth Utilities * Inert gases installed * Cooling tower installed ¢ Sapphire Unit Framework - underway * Sapphire grower shells - delivered Alpha HPA
Slide 21: Micro LEDs: The LED Market Multiplier
Micro LEDs: THE LED MARKET MULTIPLIER * Market analysts have forecast the adoption of micro-LEDs since 2015 * The recent confirmation that Apple is now making the move is considered highly significant, with the potential to double existing LED market https://appleinsider.com/articles/23/01/15/apple-
Slide 22: Our Products - Geographic Demand
OUR PRODUCTS - GEOGRAPHIC DEMAND ° Summary of geographical spread of demand interest and number of counterparties in qualification Demand Counter and +2,000tpa Counterparties: 10 + Ltion battery Demand +5,000tpa Counterparties: +20 Demand +10,000tpa Counterparties: 4 mand #,000tpa Cou +4 Alpha HPA
Slide 23: Our Customers and Partners
OUR CUSTOMERS AND PARTNERS: ¢ Existing customers, marketing agents and key business partnerships EBNE Ro Industrieofenbau GmbH ont Wn > BRENNTAG FAMETEG SAINT-GOBAIN %) RICA Litec-LLL © PRetnetano seeciunes - C4V ®TECHNOLOGICA Charging Ahead! oe % . re ~ ioTint es ERIS. (® LUMILEDS AlphaHPA 23
Slide 24: Orica Strategic Investment
ORICA STRATEGIC INVESTMENT: ASX 100 Company Orica Ltd (ASX: ORI) acquire Orica and Alpha have worked together on the The investment builds upon binding arrangeme: products at the HPA First Project, Gladstone Significant external endorsement of the capabil MoU signed to assess high purity aluminium p
Slide 25: Corporate Snapshot
CORPORATE SNAPSHOT TRADING INFORMATION SHARE PRICE PERFORMANCE - 3 YEARS ASX CODE AAN [| LT 20 Share Price (23/02/2024) ~$0.88c 52-week trading range $0.56 — $1.22 _ 100 Issued Shares 933.8M : 0.80 CAPITAL STRUCTURE Issued Shares 933.8M “ Unlisted options (@90c) 8.8M (expire 30 April 2025) 0.20 Unli
Slide 26: 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