Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Investor Presentation (March 2021)
26 slides from Alpha Hpa's investor presentation, Mar 11, 2021
Slide 1: Investor Presentation
Alpha HPA ABN 79 106 879 690, fr fi INVESTOR PRESENTATION 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.
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Slide 4: Recent Project Milestones
Recent Project Milestones = The HPA First Project has been rapidly advanced over the last 18 months Alpha HPA July 19 — Mar ’20: HPA First Pilot Plant - 1,700+hrs operation, > 200kg HPA Production Feb ’20: Chemical Counterparty Agreement with Orica — Gladstone Project Location Mar ’20 Definitive Fea
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Slide 7: HPA First Project: Battery Applications
HPA First Project: APPLICATION Alumina particle coating of cathode active materials Co-precipitation of NCA and NCMA cathode active materials HPA FIRST PRODUCTS High-purity Al-Precursor #1 High-purity Al-Precursor #2 HPA FIRST APPLICATION PRODUCT Alumina or boehmite coating of ceramic coated High-Pu
Slide 8: E-mobility: EV penetration accelerating
E-mobility: EV penetration accelerating Alpha HPA = EV penetration rate forecasts increasingly bullish — driven by ‘green tinged’ China and EU stimulus = Aluminium bearing cathode chemistries (NCA + NCMA) set to dominate at >80% by 2030 (UBS) = Alpha HPA now producing 5N+ purity pre-cursors for “A”
Slide 9: E-Mobility — a major player in de-carbonisation
E-Mobility— a major player in de-carbonisation Alpha HPA = Alpha HPA is targeting the Lithium-ion battery separator market feeding the e-mobility revolution = Pure battery EV’s (BEV’s) are estimated to reduce CO, emissions by >50% per mile travelled GASOLINE-ONLY (0) AVERAGE EMISSIONS NATIONWIDE Con
Slide 10: HPA First Project: LED Applications
HPA First Project: APPLICATION Synthesis of Aluminate (YAG) Phosphors for white LEDS HPA FIRST PRODUCT HPA + High-Purity Al-Precursor #1 Ga-N circuit & Active Layers Phosphor cap LED CHIP ARCHITECTURE SAPPHIRE SUBSTRATE HPA FIRST APPLICATION PRODUCT Sapphire Glass High-purity wafer substrate alumina
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Slide 12: 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 13: Micro LED's: Emerging technology trend in digital displays
Micro LED’s: Emerging technology trend in digital displays = Multiple advantages of micro-LEDs (u-LED’s) forecasting aggressive LED adoption Alpha HPA = u-LED trend favourable for Alpha HPA’s precursor #1 and ultra-fine HPA Global microLED shipment forecast 2019 = 2020 «2021 =2022,- 2023S 2024 = 202
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Slide 16: HPA First Project: Brisbane Demonstration Plant
HPA First Project: Brisbane Demonstration Plant The Brisbane Plant has now recorded over 1,700 hrs operation producing >200kg HPA plus precursors Production process has been validated, purity HPA reaching to 99.9985% purity Plant upgraded to ‘demonstration’ scale in July-Sept to meet end-user test d
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Slide 18: HPA Purity
HPA Purity "The Brisbane Plant has achieved continuous HPA purity improvement over 1,700hrs- now reaching 99.9985% purity Alphe HPA = Purity trend expected to improve on larger volumes and commercial plant Alpha HPA DFS HPA Purity ne 900% (EN) Puy = = = = = = Q = a So i 29.09% 4M Puy af Pan s--p Pur
Slide 19: 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 Yarwun, QLD, within the Gladstone State Development Area (‘GSDA). Alpha HPA On this basis, Alpha HPA has executed a land contract with Economic Development
Slide 20: Project Layout
Project Layout Alpha HPA UTIUT LLETING 3D Model - HPA First Commercial Plant
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Slide 23: Board & Management
Board & Management " Norman Seckold Chairman “46+ years in the full time management of natural yegource companies. Past Chairman and ‘Director of listed eompanies including Balnisi Gold NL, Timberline Minerals Inc., Perseverance Corporation Lifnited, Valdora Minerals NL, Palmarejo Silver and Gold Co
Slide 24: Corporate Snapshot
For personal use only Corporate Snapshot Alpha HPA TRADING INFORMATION SHARE PRICE PERFORMANCE — 12 MONTHS ASX CODE A4N Share Price (05-03-2021) ~49.5¢ oso 52-week trading range 8.6c — 55c _ oa 2 Issued Shares 692.4M 8 é 0.30 CAPITAL STRUCTURE 020 Issued Shares 692.4M oa0 Unlisted options (@20c) 5.0
Slide 25: 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
Slide 26: Competent Person Statement (Process Development Testwork)
26 Competent Person Statement (Process Development Testwork) Information in this announcement that relates to metallurgical results is based on information compiled by or under the supervision of Dr Stuart Leary, an Independent Consultant trading as Delta Consulting Group. Dr Leary is a Member of Th