Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Collerina Cobalt — Investor Presentation (October 2018)
24 slides from Alpha Hpa's investor presentation, Oct 23, 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 (@) COLLERINA Cobalt Limited TRADING INFORMATION SHARE PRICE PERFORMANCE ASX CODE CLL Share Price (19-Oct-18) 11.0¢ 52 week trading range 6.0c — 18.0c M by } Tyh AN | Issued Shares 567.1M } \V Kh, {| Ws e I WN ! WM K 7 2 / J vy my thn ium {\ CAPITAL STRUCTURE 8 / \ ih Wy 4 Issued
Slide 4: Name Change
Name Change = The Company will shortly be seeking shareholder approval for a name change to ‘Alpha HPA Limited’ to reflect the immediate business focus on the production of High Purity Alumina aloha HPA aloha HPA
Slide 5: Corporate Snapshot
Corporate Snapshot © COLLERINA Cobalt Limitec SHAREHOLDERS TOP 20 SHAREHOLDERS BT Portfolio Services | 6% | Budworth Capital Permgold Pty Ltd (N. Seckold) PT Muara Mulya Propertindo RECENT HPA HIGHLIGHTS 9.99% HPA FIRST Gs.on) PFS 4N (99.99%) purity Adoption of the $4.0M First HPA production HPA Fir
Slide 6: 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 7: 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 8: About High Purity Alumina (HPA)
About High Purity Alumina (HPA) ©® 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 9: 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 10: 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 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 Diode) products
Slide 11: Existing HPA Market Production Processes
Existing HPA Market Production Processes Existing HPA production is synthesised from Aluminium metal feedstock or produced from hydrochloric acid leach of kaolin clay. HPA from kaolin — schematic flow sheet Mining of Kaolin y Hydrochloric (HCI) acid leach v 3x crystallisation steps GD Calcination HP
Slide 12: Our HPA Process - Solvent Extraction
Our HPA Process — Solvent Extraction Unique and innovative process approach to HPA production — including 2x by-product credits Based on Solvent Extraction (SX) - SX accounts for ~25% of global copper production Highly selective process delivers HPA purity Atmospheric wet chemical process — no high-
Slide 13: 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 14: 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 15: HPA First - Location
wi = = 2 s ir =a HPA First = 1 Location
Slide 16: Peer Comparison - HPA
Source: Company websites and exchange filings Peer Comparison - HPA mu _ Collerina Cobalt’s process is advantageously unique GC COLLERINA HILL END GOLD LIMITED Cobalt Projects | cu) HEG tech | Orbite | A BFS 2015 Restarting Project Stage PFS Oct 2018 PFS Complete PFS Complete FID Approved Production
Slide 17: Indicative Timetable
Indicative Timetable @ & The first mini-rig run using the HPA First process has been completed, with the successful production of HPA . COLLERINA Cobalt Limite The second SX mini-rig and HPA run are now completing PFS on track for delivery in October/November 2018. CY 2018 CY 2019 Jun Jul Au Sep Oct
Slide 18: 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 19: Thank You
Norman Seckold '@) Chairman —— . COLLERINA nseckold@collerinacobalt.com.au Cobalt Limited Magy Oct THANK YOU rkairaitis@collerinacobalt.com.au Justin Werner Non-Executive Director jwerner@collerinacobalt.com.au Peter Nightingale Director/Chief Financial Officer pnightingale@colletinacobalt.com.au .
Slide 20: Appendices
COLLERINA COBALT LTD (ASX:CLL) Appendices
Slide 21: 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 22: 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 23: Source: Bloomberg New Energy Finance
Source: Bloomberg New Energy Finance 23
Slide 24: 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 Dr Stuart Leary, an Independent Consultant trading as Delta
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