Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Shareholder Meeting (November 2022)
22 slides from Alpha Hpa's shareholder meeting presentation, Nov 23, 2022
Slide 1: Presentation to Annual General Meeting
__.-PRE ENTATION TO ANNUAL GENERAL MEETIN Aluminium
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: We are a technology/industrial chemical company
We are a technology/industrial chemical company For personal use only 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 W
Slide 4: HPA First Project: Highlights and Catalysts
HPA First Project: Highlights and Catalysts DFS ——e Ly ©— SAINT-GOBAIN —e QDorica—e aa —o @©— BRENNTAG aa _ QHoriaa——e 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) Apr
Slide 5: LED lighting: the current technology driver of de-carbonisation
For personal use only LED-LIGHTING The current technology driver of de-carbonisation 16 - 2 Ly ha IN 2017, THE USE OF LEDS TO. @ ILLUMINATE BUILDINGS AND fia OUTDOOR SPACES REDUCED 570 CO, EMISSIONS BY NEARLY MILLION s Micro LEDs anest 570m tone 2017 *Stions 9) 1280. a x z 4 j 70%" A COMPLETE 2019 2
Slide 6: For personal use only
For personal use only China ROW
Slide 7: For personal use only
For personal use only re- Source: Semiconductor Industry Association (SIA)
Slide 8: High Purity Aluminas Aluminium Pre-cursors
High Purity Aluminas Aluminium Pre-cursors For personal use only
Slide 9: 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 10: Cathode chemistries and customer adoption timeline
10 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 11: 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 LED CHIP ARCHITECTURE Ga-N circuit & Al-N Active Layers SAPPHIRE GLASS WAFE
Slide 12: Aluminium Pre-cursors
For personal use only Aluminium Pre-cursors
Slide 13: Pathway to zero emissions via H2 drying and calcination
For personal use only Pathway to zero emissions via future adoption of H2 drying and calcination
Slide 14: Stage 1 - Commissioning Underway
STAGE 1 - COMMISSIONING UNDERWAY For personal use only • • • •
Slide 15: For personal use only
For personal use only
Slide 16: For personal use only
For personal use only • • • • • • •
Slide 17: For personal use only
• Stage 1 to be incorporated into the full scale HPA First Plant as a dedicated unit for 5N Al-Sulfate. • alphahpa.com.au/our-projects For personal use only
Slide 18: Our Customers and Partners
18 Our Customers and Partners: * Existing customers, marketing agents and key business partnerships cant WD BRENNTAG aa SAINT-GOBAIN =_ litecLlL [Exum SORICA specialty intermediates and adlives CAV @) TECHNOLOGICA Gesellschaft fiir High Tech Materialien und Verfahren mbH Charging Ahead! 1% oT} FILMT
Slide 19: HPA First Project: Global Product Marketing
19 HPA First Project: Global Product Marketing Global marketing network well established * >100 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: Corporate Snapshot
For personal use only Corporate Snapshot TRADING INFORMATION SHARE PRICE PERFORMANCE -— 12 MONTHS ASX CODE A4N Share Price (22/11/2022) ~60c 52-week trading range 37.5¢—70c Issued Shares 857.2M 2 CAPITAL STRUCTURE ° Issued Shares 857.2M Unlisted options (@35c)* Unlisted options (@35c) 5.0M (expire 3
Slide 21: Contact
For personal use only 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
Slide 22: Thank You
For personal use only THANK YOU Aloha HPA