Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Investor Presentation (November 2021)
28 slides from Alpha Hpa's investor presentation, Nov 9, 2021
Slide 1: Presentation to Investors and Webcast Details
The Manager Companies - ASX Limited ASX: A4N 20 Bridge Street ASX Announcement Sydney NSW 2000 9 November 2021 (28 pages) PRESENTATION TO INVESTORS AND WEBCAST DETAILS Attached is a presentation, which is being presented by Alpha HPA Limited’s Managing Director, Mr Rimas Kairaitis, to investors at 1
Slide 2: Ultra Pure Aluminium Products for De-carbonisation
4 fi a q ULTRA PURE ALUMINIUM PRODUCTS FOR DE-CARBONISATION Alpha HPA
Slide 3: Cautionary Statement and Forward Looking Statements
Cautionary Statement Forward Looking Statements 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 the financial condition,
Slide 4: We Supply E-Mobility
WE SUPPLY E-MOBILITY The next major driver of de-carbonisation Gasoline Only Average Emmissions Grams of CO;¢ per mile Plug-in Hybrid Electric 209. HPA for separators Al-precursors for cathode » Al-precursors for anode Alpha HPA
Slide 5: We Supply LED-Lighting
WE SUPPLY LED-LIGHTING The current technology driver of de-carbonisation 16 , 2 Micro LEDs LEDs reduced CO,e by Reducing new power 8| an est. 570m tons in 2017 stations by 1,250 4 7 ol! 2019 2020 2021 2022 2023 2024 2025 2026 2027 Mini-LEDs and Micro LEDs set to drive next wave of LED growth i LI ha
Slide 6: We are a technology/industrial chemical company
• We are a technology/industrial chemical company • We offer 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 process delivers us th
Slide 7: HPA First Project Site
HPA First Project Site Gladstone State Development Area, North Queensland = * 10ha project site secured ° Adjacent to Orica Australia to-allow for Project Interface * Definitive Orica Agreements executed — August 2021 HPA First Project: Location
Slide 8: Low Risk, Simplicity, Purity, Flexibility
1. Low Risk 2. Simplicity 3. Purity 4. Flexibility
Slide 9: Project partnership with Orica
• Project partnership with ASX 100 Company Orica (ASX:ORI) • Binding agreements in place • Project integration with 100% recycle of process reagents as by-product. 100% recycle of process reagents as by-product
Slide 10: High Purity Aluminas Aluminium Pre-cursors
High Purity Aluminas Aluminium Pre-cursors
Slide 11: 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 12: Slurry Preparation, Coating, Slitting
SLURRY PREPARATION COATING SLITTING
Slide 13: 5N Aluminium Precursors for Li-B Cathodes & Anodes
13 5N Aluminium Precursors: For Li-B Cathodes & Anodes: For synthesis of aluminium-bearing, lithium-ion battery cathode active materials (CAM) Used in aluminium bearing cathode chemistries, ie: NCA (eg: Tesla) NCMA (eg: GM-Ultium) NCA + NCMA chemistries forecast ~80% of all Li-B cathode by 2030 (UBS
Slide 14: 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 15: 5N Aluminium-Nitrate: Micro-LEDs
5N Aluminium-Nitrate: Micro-LED’s * Adoption of micro-LED’s has the potential to double existing LED market « Micro LEDS’s 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
Slide 16: Alpha HPA qualified for single crystal sapphire boule production
• Alpha HPA is qualified for single crystal sapphire boule production grown by premium sapphire glass manufacturer ALOX Technology • Alpha HPA now in discussions with ALOX on commercial supply
Slide 17: Fully funded PPF construction underway
• Fully funded PPF construction underway to fast-track production of 5N Al-precursors at ~200 tpa • Also delivering bespoke volumes of HPA and boehmite (1-5 tonnes per annum) • To be constructed within Alpha’s existing HPA First Project site at Gladstone • Fully vendor quoted CapEx ~A$27.6M 3D Schem
Slide 18: PPF: September 2022
Stage 1: Precursor Production Facility (PPF) PPF: September 2022
Slide 19: PPF to be constructed within the HPA First Project footprint
• The PPF to be constructed within the HPA First Project Footprint • To be incorporated into the Full Scale HPA First Plant as a dedicated unit for 5N Al-Sulfate. • alphahpa.com.au/our-projects
Slide 20: Continuously operating facility, over 3,500 operating hours
• Continuously operating facility, with over 3,500 operating hours • Aluminium nitrate production to date >5,100kg • Servicing specialty sales and continued product test orders
Slide 21: Global Marketing Network established
• Global Marketing Network established • >80 product samples now distributed globally to >40 end users • Products qualified for sapphire glass, LED phosphors and separator coatings • Al-nitrate and HPA sales commenced • Sept 2021: Multiple (8) bids submitted for high value supply contracts
Slide 22: Detailed technical interaction with customers
• Detailed technical interaction allows us to deliver to our customers requirements 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 23: MOU with CleanCo for 100% renewable energy
• Alpha HPA has a MOU with CleanCo (QLD) for up to 100% renewable energy supply • 100% renewable energy supply represents a 59% reduction in Co2 emissions vs the incumbent (alkoxide) HPA process
Slide 24: HPA First Project: DFS (March 2020)
24 HPA First Project: DFS (March 2020) Comprehensive technical and financial validation of the Company’s HPA First Project . Production rate of 10,000tpa HPA Annual free cashflow increased to A$280M* Strong Project cashflows under all modelled price scenarios (US$15/20/25kg HPA) Unit cash costs of A
Slide 25: HPA First Project: Status and Catalysts
HPA First Project: Status and Catalysts Mar ’20 Definitive Feasibility Study - ROBUST PROJECT CONFIRMED TR AY XxYsS —e Aug ’20: Offtake, marketing & financing MOU with Traxys =»—_—__e Sept ’20: 2 x High-purity Li-B Pre-Cursor manufacture confirmed ——® Feb ’21: Major Project Permitting Approval (MCU)
Slide 26: Corporate Snapshot
26 Corporate Snapshot TRADING INFORMATION SHARE PRICE PERFORMANCE - 12 MONTHS ASX CODE A4N f Share Price (08/11/2021) w~49c 52-week trading range 14c — 67.5c Issued Shares 793.3M Share Price (A$) CAPITAL STRUCTURE 0.60 0.50 0.40 0.30 Issued Shares 793.3M 0.20 Unlisted options (@20c)* 10.0M (expire 3
Slide 27: Thank You
THANK YOU Aloha HPA
Slide 28: Contact
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 -_