Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Bell Potter Unearthed Conference (October 2024)
25 slides from Alpha Hpa's conference presentation, October 2024
Slide 1: Supplying De-carbonisation
SUPPLYING DE-CARBONISATION CRITICAL MATERIAL SUPPLY CHAINS DIVE
Slide 2: We are a technology/industrial chemical company
We are a technology/industrial chemical company We make ultra-high purity aluminium products with a worlds first process which are: CRITICAL RAW MATERIALS FOR DE-CARBONISATION Our proprietary process delivers us the competitive edge HIGH PURITY/LOW CAPEX/LOW OPEX/LOW CARBON We are commercialising
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: Process advantages: low risk, simplicity, purity, flexibility
• Low operational risks: Front-end atmospheric temperatures and pressures • Simplicity: Ability to recycle reagents as by-products for sale • Purity: 99.9985% HPA purity and +5N purity for Al- precursors • Flexibility: High Purity aluminium stream can be diverted into a full range of products
Slide 5: High Purity Aluminium Salts / High Purity Aluminas
High Purity Aluminium Salts High Purity Aluminas 5
Slide 6: LED Lighting: current technology driver of de-carbonisation
LED-LIGHTING The current technology driver of de-carbonisation 16 Pe ~ IN 2017, THE USE OF LEDS TO @ ILLUMINATE BUILDINGS AND 2 fia OUTDOOR SPACES REDUCED 570 CO, EMISSIONS BY NEARLY MILLION s Micro LEDs an est 570m tors in 2017 "ations by 1250 a x z 4 a A COMPLETE 2019 2020 2021 2022 2023 2024 2025
Slide 7: Our products in LED lighting
Our products in LED lighting LED PHOSPHORS Synthesis of Aluminate (YAG) Phosphors for white LEDS HPA + 5N AI-Nitrate Addition of YAG phosphors to LED lighting circuits ALPHA HPA QUALIFIED WITH 2 EU BASED LED PHOSPHOR OEM’S 4st SALES COMPLETE LOI WITH LITEC-LLL LED CHIP ARCHITECTURE Ga-N circuit & Al
Slide 8: Micro LEDs: The LED market multiplier
Micro LEDs: The LED market multiplier Market analysts have forecast the adoption of micro-LEDs The recent confirmation that Apple is now making the move is considered highly significant, with the potential to double existing LED market MicroLED Market MicroLEDs set to double the size of the entire L
Slide 9: E-Mobility: the next major driver of de-carbonisation
de-carbonisation EV Sales Forecast (M units) E-MOBILITY The next major driver of mchina BROW source: UBS Gasoline Only Average Emmissions 380 Grams of CO;¢ per mile Plug-in Hybrid Electric 209 | Battery Electric 154 Grams of €@ per mile Source: Inside EV's(wminsideevs com) HPA for separators Al-prec
Slide 10: Our products in the lithium-ion cell
Our products in the lithium-ion cell ANODE . : Pre-cursors for coating CATHODE graphite and silicon Cathode pre-cursors for GF ~ anode NCA & NCMA and alumina coating 5N ALN -Nitrate \ 5N AI-Nitrate | : | ve 5N Al-Sulfate SEPARATOR HPA & Ceramic coating for High Purity thermal management Boehmite Boe
Slide 11: Al-Precursor Demand: The Al-Sulphate example
"1 Al-Precursor Demand: The Al-Sulphate example * Research by the highly regarded P3 Group (commissioned by Alpha) * ex-China demand growth for Al-Sulphate from 87kt in 2022 to 494kt pa by 2030 ¢ Used in both NCA and NCMA cathode * Alpha in qualification with 2 x cathode OEM’s GLOBAL ALUMINUM SULFAT
Slide 12: Cathode chemistries and battery sector companies
12 Company Logos Midpoint indicates SOP high posco lO") Li-Metal cATL@) Hyunea © Energy Solution High SiC ® Rnio can. Cathode Chemistries with 5 7 ultium = high rity Al-M rial Low Si-C see cells porthvolt igh purity laterials Pa @ Cc oO Qo} NMcA Oem Stn S Pay ®nio S| bigh-ninmogene 7 le, Mn rich oui
Slide 13: re- $4.9B $3.8B $2.8B $2.1B $1.5B $1B 2022 2023 2024 2025 26 2027 Source:
re- $4.9B $3.8B $2.8B $2.1B $1.5B $1B 2022 2023 2024 2025 2026 2027 Source: Wolfspeed *Source: Semiconductor Industry Association (SIA)
Slide 14: Pathway to zero emissions via H2 drying and calcination
Pathway to zero emissions via future adoption of H2 drying and calcination
Slide 15: Cp ae
Cp ae on >> Nov 2022
Slide 16: Stage 1: In Production
‘Stage 1: ‘In Production >> Nov 2022
Slide 17: Al-Nitrates & Al-Sulfates; High Purity Aluminas & Boehmite
• • Al-Nitrates & Al-Sulfates +350tpa Al Nitrates – in production expanding to +250tpa Al-Sulfates High Purity Aluminas & Boehmite expanding to +10tpa
Slide 18: Project Layout
Project Layout: Stage 1: In Production Stage 2: Full Scale Facility Stage 1: In Production — Al-Nitrate Additional $15.5M Aust Govt Grant << Stage 2 — Full-scale facility on same site Subject to final offtakes and financing $45M Aust Govt Grant Doria
Slide 19: HPA First Project: Global Product Marketing
19 HPA First Project: Global Product Marketing Global marketing network well established * >120 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 * Multiple bids submitted for h
Slide 20: Our Customers and Partners
Our Customers and Partners: * Existing customers, marketing agents and key business partnerships cant WD BRENNTAG aa SAINT-GOBAIN _ !Hor _ . | Litec-LLL © Fritnetavo seecianes CAV @) TECHNOLOGICA Gesellschaft fir High Tech Materialien und Verfahren mbH Charging Ahead! 7 $ _ RioTinto 4 ERIN. (® LUMIL
Slide 21: Corporate Snapshot
21 Corporate Snapshot TRADING INFORMATION SHARE PRICE PERFORMANCE -— 12 MONTHS ASX CODE A4N Share Price (06/02/2023) ~59.5¢ 52-week trading range 37.5¢—75c Issued Shares 857.7M CAPITAL STRUCTURE Issued Shares 857.2M Unlisted options (@35c)* 5.0M (expire 30 Sept 2023) Unlisted options (@35c) 24.8M (e
Slide 22: Orica Investment
Orica Investment: In November 2022, ASX 100 Company Orica Ltd (ASX: ORI) acquired a 5% strategic interest in Alpha HPA Orica and Alpha have worked together on the HPA First Project since 2019 The investment builds on binding arrangements to supply chemical reagents and offtake by-products at the HPA
Slide 23: HPA First Project: Highlights and Catalysts
HPA First Project: Highlights and Catalysts DFS ——e Ly ©— SAINT-GOBAIN —e QDorica—e NAIF —o @©— BRENNTAG ae _ QHoriaa——e 23 Mar ’20 Definitive Feasibility Study - ROBUST PROJECT CONFIRMED Sept ’20: 2 x High-purity Li-B Pre-Cursor manufacture confirmed Feb ’21: Major Project Permitting Approval (MCU)
Slide 24: Contact
Contact Rimas Kairaitis Managing Director rkairaitis@alphahpa.com.au +61 408 414 474 Cameron Peacock Business Development cpeacock@alphahpa.com.au +61 439 908 732 alphahpa.com.au AlphaHPA -_
Slide 25: Thank You
THANK YOU Aloha HPA
Alpha HPA — Bell Potter Unearthed Conference (October 2024) on 6ix