Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Investor Presentation (February 2022)
28 slides from Alpha Hpa's investor presentation, Feb 8, 2022
Slide 1: Ultra Pure Low Carbon Aluminium Products
For personal use only ULTRA PURE -LOW CARBON ALUMINIUM PRODUCTS FOR Alpha HPA ASX: AGN .
Slide 2: Cautionary Statement and Forward Looking Statements
Cautionary Statement Forward Looking Statements For personal use only 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 th
Slide 3: For personal use only
For personal use only China ROW
Slide 4: We Supply LED-Lighting
For personal use only WE SUPPLY LED-LIGHTING The current technology driver of de-carbonisation 16 - 2 Ly ha IN 2017, THE USE OF LEDS TO. @ ILLUMINATE BUILDINGS AND fia OUTDOOR SPACES REDUCED 570 CO, EMISSIONS BY NEARLY MILLION s Micro LEDs anest 570m tone 2017 *Stions 9) 1280. a x z 4 j 70%" A COMPL
Slide 5: For personal use only
For personal use only • We are a technology/industrial chemical company • Direct exposure to the rapidly growing Li-ion battery and LED lighting markets • We do this through a suite of ultra-high purity aluminium products which are: CRITICAL RAW MATERIALS FOR DE-CARBONISATION • Our proprietary proc
Slide 6: Aluminium Pre-cursors
For personal use only Aluminium Pre-cursors
Slide 7: High Purity Aluminas, Aluminium Pre-cursors
For personal use only High Purity Aluminas Aluminium Pre-cursors
Slide 8: Our products for the lithium-ion cell
Our products for the lithium-ion cell CATHODE Cathode pre-cursors for NCA & NCMA and alumina coating 5N AI-Nitrate + 5N Al-Sulfate SEPARATOR HPA & Ceramic coating for High Purity thermal management Boehmite ANODE Pre-cursors for coating graphite and silicon anode 5N ALNitrate Alpha HPA
Slide 9: 5N Aluminium Precursors: Solving High Nickel Cathodes
5N Aluminium Precursors: Solving High Nickel Cathodes The Rise of High Nickel Cathodes 100.00% 90.00% 80.00% 70.00% = NMC811/NCMA 60.00% =LFP 50.00% m Other 40,00% NMC-622 NMC-111 30.00% =NCA 20.00% [| 10.00% 0.00% 2020 2025 2030 Auto Market (GWh/a) 53 243 820 py Source: UBS — July 2021 High nickel
Slide 10: Aluminium Doping and Alumina Coating
• • For personal use only • Aluminium Doping Alumina Coating NCA and NCMA using Al-Sulfate Using Al-Nitrate to coat Al2O3
Slide 11: Filtration, Calcination
• • For personal use only • • • Filtration Calcination
Slide 12: Slurry Preparation, Coating, Slitting
For personal use only SLURRY PREPARATION COATING SLITTING
Slide 13: Our products for LED lights
4 Our products for LED lights LED PHOSPHORS Synthesis of Aluminate (YAG) Phosphors for white LEDS SAPPHIRE GLASS WAFERS Sapphire crystal growth cut to sapphire wafer HPA + 5N ALNitrate HPA Pellets LED CHIP ARCHITECTURE Addition of YAG phosphors to Ga-N circuit & Active Layers LED lighting circuits
Slide 14: 5N Aluminium-Nitrate: Micro-LED's
5N Aluminium-Nitrate: Micro-LED’s * 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 of
Slide 15: For personal use only
• Alpha HPA is qualified for single crystal sapphire boule production grown by premium sapphire glass manufacturer ALOX Technology For personal use only • Alpha HPA now in discussions with ALOX on commercial supply
Slide 16: HPA First Project Site
HPA First Project Site Gladstone State Development Area, North Queensland oS Adjacent to Orica Australia to allow for Pro f ee Definitive Orica Agreements execute: HPA First Project: Location “Alpha HPA
Slide 17: For personal use only
• The PPF to be constructed within the HPA First Project Footprint • To be incorporated into the Full Scale HPA First For personal use only Plant as a dedicated unit for 5N Al-Sulfate. • alphahpa.com.au/our-projects
Slide 18: For personal use only
For personal use only • Fully funded PPF construction underway • Fast-track production of 5N Al-precursors at ~200 tpa • To be constructed within Alpha’s existing HPA First Project site at Gladstone • Targeting August 2022 production
Slide 19: Stage 1: Precursor Production Facility (PPF)
PPF Site Civils — Feb 2022 Bs Stage 1: Precursor Production Facility (PPF) ‘Alpha HPA
Slide 20: PPF: September 2022
For personal use only PPF: September 2022
Slide 21: For personal use only
For personal use only • Continuously operating facility, with over 5,000 operating hours • Aluminium nitrate production to date >5,100kg • Servicing specialty sales and continued product test orders
Slide 22: For personal use only
For personal use only • • • • • • •
Slide 23: For personal use only
• Detailed technical interaction allows us to deliver to our customers requirements For personal use only HPA spheres for Japanese electronics OEM Dispersible boehmites for US ceramics OEM Sub micron HPA for German based LED phosphor OEM HPA coated Li-B anodes for EU anode OEM
Slide 24: For personal use only
• Alpha HPA has a MOU with CleanCo (QLD) for up to 100% renewable energy supply For personal use only • 100% renewable energy supply represents a 59% reduction in CO2 emissions vs the incumbent (alkoxide) HPA process
Slide 25: HPA First Project: Status and Catalysts
HPA First Project: Status and Catalysts DFS 26 Mar ’20 Definitive Feasibility Study - ROBUST PROJECT CONFIRMED Aug ’20: Offtake, marketing & financing MOU with Traxys Sept ’20: 2 x High-purity Li-B Pre-Cursor manufacture confirmed Feb ’21: Major Project Permitting Approval (MCU) Feb ’21: HPA Pellets
Slide 26: Corporate Snapshot
For personal use only Corporate Snapshot TRADING INFORMATION ASX CODE A4N Share Price (04/02/2022) ~66c 52-week trading range 40c—70c Issued Shares 795.5M CAPITAL STRUCTURE Issued Shares 795.5M Unlisted options (@20c)* Unlisted options (@30c) Unlisted options (@35c)* Unlisted options (@35c) Market C
Slide 27: Thank You
For personal use only THANK YOU Aloha HPA
Slide 28: Contact
For personal use only 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