Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Investor Presentation (June 2022)
24 slides from Alpha Hpa's investor presentation, Jun 9, 2022
Slide 1: Aluminium Products for De-carbonisation
For personal use only ALUMINIUM PRODUCTS FOR DE-CARBONISATION A4N
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: Alpha HPA: Introduction
Alpha HPA: Introduction We are a technology/industrial chemical company For personal use only 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
Slide 4: HPA First Project: Location
STAGE 1 - CONSTRUCTION UNDERWAY A$60M IN AUST GOVT GRANTS APPROVED For personal use only • GLADSTONE 10ha project site secured • Stage 1 Construction underway – Completion September 2022 • Adjacent to Orica Australia to allow for Project Interface • Definitive Orica Agreements executed HPA First Pro
Slide 5: LED Lighting: The current technology driver of de-carbonisation
LED-LIGHTING The current technology driver of de-carbonisation For personal use only Mini-LEDs and Micro LEDs set to drive next wave of LED growth ANNUAL CO2 EMISSIONS SAVINGS FROM GLOBAL LED ADOPTION BY 2035 Sources: US Dept of Energy, www.microled-info.com & IHS Markits 6
Slide 6: E-Mobility: The next major driver of de-carbonisation
E-MOBILITY The next major driver of For personal use only de-carbonisation EV Sales Forecast (M units) 50 45 40 35 30 25 20 15 10 5 0 2020E 2021E 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E China ROW Source: UBS 7
Slide 7: Process Flow Sheet: World First + Disruptive
Process Flow Sheet: World First + Disruptive 4N+ High Purity gamma-phase For personal use only Boehmite 4N+ High Purity Al-O-OH Alumina (HPA) Al2O3 By-Product Reagents Feedstock Drying Calcination Milling alpha phase Aluminium Solvent Extraction Crystallisation 2nd Crystallisation 4N+ High Purity St
Slide 8: Our products
Our products: High Purity Aluminas Aluminium Pre-cursors For personal use only Al2O3 Al-O-OH Al(NO3)3.9H2O Al2(SO4)3.xH2O Ultra High Purity Alumina (HPA) Ultra High Purity Ultra Aluminium Ultra Aluminium Powder & Tablets Boehmite Nitrate Sulfate >99.995% (4N5) purity HPA A bespoke engineered Our >99
Slide 9: Our products for LED lights
Our products for LED lights For personal use only LED PHOSPHORS Synthesis of Aluminate (YAG) Phosphors for SAPPHIRE GLASS white LEDS WAFERS Sapphire crystal growth cut to sapphire wafer HPA + 5N Al-Nitrate HPA Pellets LED CHIP ARCHITECTURE SEPARATOR Ceramic coating for thermal management Addition of
Slide 10: Micro LEDs: The LED market multiplier
Micro LEDs: The LED market multiplier • Adoption of micro-LEDs has the potential to double existing LED market • Micro LEDs require nano-size phosphors For personal use only • Nano-size phosphors increasingly require ‘wet process’ synthesis >> using Al-nitrate 11
Slide 11: Sapphire Glass Manufacture: Major Supply Chain Disruption
Sapphire Glass Manufacture: Major Supply Chain Disruption For personal use only • Alpha HPA is qualified for sapphire crystal boule production grown by premium sapphire glass manufacturer and their customers • Approximately 25-40% of global sapphire glass production is Russia based • Alpha HPA now a
Slide 12: Our products for the lithium-ion cell
Our products for the lithium-ion cell For personal use only CATHODE ANODE Cathode pre-cursors for Pre-cursors for coating NCA & NCMA and graphite and silicon alumina coating anode 5N Al-Nitrate + 5N Al-Nitrate 5N Al-Sulfate SEPARATOR HPA & Ceramic coating for High Purity thermal management Boehmite
Slide 13: 5N Aluminium Precursors: Solving High Nickel Cathodes
5N Aluminium Precursors: Solving High Nickel Cathodes The Rise of High Nickel Cathodes For personal use only 100.00% 90.00% Untreated 80.00% High Nickel (+80%) 70.00% 73% NMC811/NCMA Cathode is 60.00% LFP unstable 50.00% Other 40.00% NMC-622 Breakdown of high nickel (NCM811) cathodes after 1,000 cyc
Slide 14: 5N Aluminium Precursors: Solving High Nickel Cathodes
5N Aluminium Precursors: Solving High Nickel Cathodes • High Nickel Cathodes to dominate by 2025 • Cathode instability solved by Alumina coating and/or Aluminium doping For personal use only • Alpha HPA producing both required precursors at world leading purity Aluminium Doping Alumina Coating NCA a
Slide 15: Project Layout: Stage 1 and Stage 2
Project Layout: • Stage 1 under construction within the HPA First Project Stage 1: Under Construction Footprint Stage 2: Full Scale Facility • Stage 1 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 $3
Slide 16: Stage 1
Stage 1: • Stage 1 fully funded - construction For personal use only underway • Stage 1 fast-tracking production of 5N Al-precursors at ~350 tpa • To be constructed within Alpha’s existing HPA First Project site at Gladstone • Targeting September 2022 commissioning • April 2022 - $15.5M grant awarde
Slide 17: Live Construction Updates: Stage 1 Fully Funded
Live Construction Updates: http://167.172.94.158/cameras/came ra2/camera.html For personal use only Stage 1: Under Construction – Fully Funded 18
Slide 18: HPA First Project: Low Carbon Footprint
HPA First Project: Low Carbon Footprint • 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 Item Tonnes CO2 per tonne HPA Incumbent alk
Slide 19: HPA First Project: Brisbane Plant
HPA First Project: Brisbane For personal use only Plant Crystalliser Pre-Cursor Room Pelleting Room Solvent Extraction • Continuously operating facility, with over 7,000 operating hours • Aluminium nitrate production to date >5,100kg 20 • Servicing specialty sales and continued product test orders
Slide 20: HPA First Project: Global Product Marketing
HPA First Project: Global Product Marketing • Global marketing network established • >100 product samples now distributed globally to >40 end users For personal use only • Products qualified for sapphire glass, LED phosphors and separator coatings • Al-nitrate and HPA sales commenced • June 2022: •
Slide 21: HPA First Project: Status and Catalysts
HPA First Project: Status and Catalysts DFS Mar ’20 Definitive Feasibility Study – ROBUST PROJECT CONFIRMED For personal use only Sept ’20: 2 x High-purity Li-B Pre-Cursor manufacture confirmed Feb ’21: Major Project Permitting Approval (MCU) Feb ’21: HPA Pellets qualifies for sapphire glass manufac
Slide 22: Corporate Snapshot
Corporate Snapshot TRADING INFORMATION SHARE PRICE PERFORMANCE – 12 MONTHS For personal use only ASX CODE A4N Share Price (06/06/2022) ~52c 52-week trading range 40c – 70c Issued Shares 795.5M CAPITAL STRUCTURE Issued Shares 795.5M Unlisted options (@20c)* 10.0M (expire 31 July 2022) Unlisted option
Slide 23: Thank You
For personal use only THANK YOU Alpha HPA
Slide 24: 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