Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Investor Presentation (September 2021)
25 slides from Alpha Hpa's investor presentation, September 2021
Slide 1: We Supply De-Carbonisation
WE SUPPLY DE-CARBONISATION ransformative technology producing ultra pure aluminum products Alpha HPA
Slide 2: 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 3: E-Mobility, a future driver of de-carbonisation
E-Mobility, a future driver of °°" “ereseEmmstons de-carbonisation. van 380 Plug-in Hybrid Electric CO: Emissions 50%
Slide 4: LED Lighting: The dominant current driver of de-carbonisation
LED Lighting: The dominant current driver of de-carbonisation. IN 2017, THE USE OF LEDS TO. ILLUMINATE BUILDINGS AND OUTDOOR SPACES REDUCED CO, EMISSIONS BY NEARLY 16 H LEDs reduced CO,e by Reducing new power Micro LEDs an est. 570m tons in 2017 stations by 1,250 Millions of units 4 ol 2019 2020 202
Slide 5: We are a technology/industrial chemical company
• 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 products which are: ▪ Critical raw materials for de-carbonisation • Our proprietary process delivers us th
Slide 6: HPA First Project: Location
\ ae —_ = = — & = = Sar = ~. Zs < ee = =~, - _ALUMI NIUM SE + ee = wv ” HPA First Project Site Gladstone State Development Area, North Queensland * Land contract in place for 10ha site * Adjacent to Orica Australia to-allow for Project Interface * Definitive Orica Agreements executed — August 2021 H
Slide 7: Our products
Our products: 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. Ultra Boehmite A bespoke engineered >99.995% (4N5) purity Boehmite to s
Slide 8: Fully funded PPF construction underway to fast-track 5N Al-precursors
• Fully funded PPF construction underway to fast-track production of 5N Al-precursors at ~200 tpa • Also delivering bespoke volumes of HPA and boehmite (1-5 tonnes per annum) • To be constructed within Alpha’s existing HPA First Project site at Gladstone • Fully vendor quoted CapEx ~A$27.6M 3D Schem
Slide 9: The PPF to be constructed within the HPA First Project Footprint
• 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-Sulfate. • alphahpa.com.au/our-projects
Slide 10: Continuously operating pilot facility over 3,000 operating hours
• Continuously operating facility, with over 3,000 operating hours • Servicing specialty sales and continued product test orders
Slide 11: Our products inside the lithium-ion cell
Our products inside the lithium-ion cell CATHODE Cathode pre-cursors for NCA & NCMA and alumina coating 5N AI-Nitrate + 5N Al-Sulfate SEPARATOR HPA & Ceramic coating for High Purity thermal management Boehmite 12 ANODE Pre-cursors for coating graphite and silicon anode 5N ALNitrate Alpha HPA
Slide 12: Our products inside LED lights
Our products inside LED lights LED PHOSPHORS SAPPHIRE GLASS WAFERS Synthesis of Aluminate (YAG) Phosphors for white LEDS Sapphire crystal growth cut to sapphire wafer HPA + 5N AL-Nitrate HPA Pellets LED CHIP ARCHITECTURE Ga-N circuit & Active Layers ‘AlphaHPA 13
Slide 13: Alpha HPA qualified for single crystal sapphire boule production
• Alpha HPA is qualified for single crystal sapphire boule production grown by premium sapphire glass manufacturer ALOX Technology • Alpha HPA now in discussions with ALOX on commercial supply
Slide 14: Global Marketing Network established
• Global Marketing Network established • >70 product samples now distributed globally to >30 end users • Products qualified for sapphire glass, LED phosphors and separator coatings • Al-nitrate and HPA sales commenced • Sept 2021: Multiple (6) bids submitted for high value supply contracts
Slide 15: MOU with CleanCo for up to 100% renewable energy
• 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
Slide 16: Commercial Precursor and HPA production timeline
• Commercial Precursor from the PPF – August 2022 • Commercial HPA Production, full scale facility – late CY2023
Slide 17: HPA First Project: Status
18 HPA First Project: Status DFS Ct TRAXYS —e No ——e ———_——_ eof, —__@ SAINT-GOBAIN ——e 9 QDorica—e @ Mar ’20 Definitive Feasibility Study - completed March 2020 Aug ’20: Offtake, marketing & financing MOU with Traxys Sept ’20: 2 x High-purity Li-B Pre-Cursor manufacture confirmed Feb ’21: Major Pro
Slide 18: HPA First Project: DFS (March 2020)
19 HPA First Project: DFS (March 2020) Comprehensive technical and financial validation of the Company’s HPA First Project . Production rate of 10,000tpa HPA Annual free cashflow increased to A$280M* Strong Project cashflows under all modelled price scenarios (US$15/20/25kg HPA) Unit cash costs of A
Slide 19: Corporate Snapshot
20 Corporate Snapshot TRADING INFORMATION SHARE PRICE PERFORMANCE - 12 MONTHS ASX CODE A4N f Share Price (06/09/2021) ~50c 52-week trading range 14c — 67.5c Issued Shares 792.3M Share Price (A$) CAPITAL STRUCTURE 0.60 0.50 0.40 0.30 Issued Shares 792.3M 20 Unlisted options (@20c)* 10.0M (expire 31 J
Slide 20: Board & Management
Board & Management a 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: Contact
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 AlphaHPA
Slide 22: Appendices
APPENDICES Aloha HPA
Slide 23: Low operational risks, simplicity, purity and flexibility
• 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 aluminium stream can be diverted into a fu
Slide 24: 5N Al-Nitrate (Precursor #1): Key Markets & Applications
5N AI-Nitrate (Precursor #1): Key Markets & Applications Multiple applications including: Addition of YAG phosphors to SEM of YAG LED lighting circuits (Yttrium-Aluminate-Garnet) * Particle coatings: - including Li-B electrode particles * LED-phosphor synthesis — focus on mini & micro LEDS’s 18 * Sc
Slide 25: 5N Al-Sulfate (Al-Precursor #2): Key Markets & Applications
5N Al-Sulfate (Al-Precursor #2): Key Markets & Applications * 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