Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Benchmark Minerals EV Fest (June 2021)
22 slides from Alpha Hpa's conference presentation, Jun 4, 2021
Slide 1: Alpha HPA: HPA First Project
Alpha HPA ABN 79 106 879 690, i 4 HPA FIRST PROJECT HIGH PURITY ALUMINIUM PRODUCTS DRIVING
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: a brief introduction
Alpha HPA: a brief introduction a = 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-based products: critical raw materials for de-carbonisation = We can of
Slide 4: HPA First Project: Status Update
HPA First Project: Status Update July ’19 — Mar ’20: HPA First Pilot Plant - +2,000 hrs operation, > 300kg HPA Production Feb '20: Chemical Counterparty Agreement with Orica — Gladstone Project Location Mar ’20 Definitive Feasibility Study - completed March 2020 Aug ’20: Offtake, marketing & financi
Slide 5: Process Flow Sheet: Low Cost & Flexible
Process Flow Sheet: Low Cost & Flexible = Low operational risks: Front-end atmospheric temperatures and pressures = Simplicity: Ability to recycle reagents as by-products for sale = Purity: Pilot Plant purity reaching 99.9985% HPA purity and +5N purity for Al-precursors = Flexibility: High Purity al
Slide 6: Process Innovation: Ultra fine, unmilled aluminas
Process Innovation: Ultra fine, unmilled aluminas ¢ Alpha HPA’s process can produce ultrafine HPA powders without milling, preserving purity and morphology 0.1 - 2.1 micron HPA powders Ideal for layer coating Volume Density %) oT 19 Size Classes (micron) 0.1 -1.1 micron HPA powders Ideal for cathode
Slide 7: First Project: Ultra High-Purity Aluminium Product Offering
First Project: Ultra High-Purity Aluminium Product Offering Ultra High Purity Alumina Powder & Tablets >99.995% (4N5) purity HPA engineered to suit customers specifications such as bespoke particle sized powders, sintered and un-sintered granules and sintered custom ingots Our Ultra HPA Products Ult
Slide 8: HPA First Project: Application Products
HPA First Project: : HPA FIRST APPLICATION PRODUCTS Alumina particle : j / 5 HPA FIRST ating of ‘SN Purity A atari AbNtate ; a AREUICATION PRODUCT materials Alumina particle . coating of 5N Purity graphite anode Al-Nitrate NGA ard | spheroids “OINCA and on Puy We : NCMA cathode AlSulfate active mate
Slide 9: 3D Schematic HPA First Project Precursor Production Facility
▪ ▪ ▪ ▪ ▪ 3D Schematic HPA First Project Precursor Production Facility 9 9
Slide 10: 5N Al-Sulfate (Al-Precursor #2)
5N Al-Sulfate (Al-Precursor #2): 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) NCA + NCMA chemistries forecast ~80% of all Li-B cathode by 2030 (UBS) Alpha HPA’s precursor co
Slide 11: 5N Al-Nitrate (Precursor #1)
5N Al-Nitrate (Precursor #1): Multiple applications including: = Particle coatings: - including Li-B electrode particles LED-phosphor synthesis — focus on mini & micro LEDS’s Scintillators — optical laser crystals (YAG) Other applications including Graphite Photonics/Optics >, Dielectrics A tag } Am
Slide 12: HPA First Project: Application Products
HPA First Project: Alpha HPA HPA FIRST APPLICATION PRODUCT Phosphor cap Synthesis of HPA SAPPHIRE SUBSTRATE Aluminate (YAG) + Phosphors for 5N AL-Nitrate HPA FIRST white LEDS APPLICATION PRODUCT Sapphire Glass High-purity wafer substrate alumina pellets and powder Ga-N circuit & Active Layers LED CH
Slide 13: ALOX Technology
ALOX Technology: = High quality, single crystal sapphire boule grown by premium sapphire glass manufacturer ALOX Technology Aloha HPA = Alpha HPA now in discussions with ALOX on commercial supply Alpha HPA’s sintered pellets Crucible stacking Single crystal boule
Slide 14: HPA First Project: Global Distribution Network
HPA First Project: Global Distribution Network Alpha HPA = Through a spectrum of MOU’s. Alpha HPA has built a global marketing network for precursor sales into battery and speciality markets in key technology jurisdictions @ TECHNOLOGICA RHINELAND SPECIALTIES Gesellschaft fir High Tech Materialien u
Slide 15: HPA First Project
HPA First Project:
Slide 16: Project Location
Project Location The Orica MOU has been negotiated on the basis of reagents supply and by-product offtake delivered from/to Orica’s facility in Alpha HPA Yarwun, QLD, within the Gladstone State Development Area (‘GSDA). On this basis, Alpha HPA has executed a land contract with Economic Development
Slide 17: Project Layout: PPF and Full Scale Facility
Project Layout: PPF and Full Scale Facility = 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-Precursor #2. PPF to be constructed within the HPA First Project footprint, and then incorporated into
Slide 18: HPA First Project: Carbon Footprint
HPA First Project: Carbon Footprint Alpha HPA has a MOU with CleanCo (QLQ) for up to 100% renewable energy supply 100% renewable energy supply represents a 59% reduction in Co2 emissions vs the incumbent (alkoxide) HPA process Item Tonnes CO, per tonne HPA Incumbent alkoxide process 12.44 HPA First
Slide 19: Project Schedule: PPF Accelerates Production
Project Schedule: PPF Accelerates Production =~ Inclusion of the PPF accelerates production by >18 months Alpha HPA = Targeting full commercial scale production by late CY2023 2021 |PRECURSOR PRODUCTION FACILITY Regulatory Approvals PPF FEED PPF Construction Precursor Production [OFFSITE Regulatory
Slide 20: Board & Management
Board & Management " Norman Seckold Chairman 40+ 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 21: Corporate Snapshot
Corporate Snapshot TRADING INFORMATION ASX CODE A4N Share Price (28-05-2021) ~62c 52-week trading range 14c — 67.5c¢ Issued Shares 692.4M CAPITAL STRUCTURE Issued Shares 692.4M Unlisted options (@20c) 5.0M (expire 30 June 2021) Unlisted options (@20c)* 10.0M (expire 31 July 2022) Unlisted options (@
Slide 22: Contacts
Contacts Rimas Kairaitis y Algha HPA Managing Director rkairaitis@alphalipa.commau WWW.alphahpa.com.au +61 408 414 474 Camerotr Peacock InvestOmRelations and Business Development cpeacock@alphahpa.com.au +61,439-908.732