Alpha Hpa Limited · ASX:A4N
Alpha Hpa — Environmental Conference (October 2024)
18 slides from Alpha Hpa's conference presentation, October 2024
Slide 1: Alpha HPA: Ultra Pure Low Carbon Aluminium Materials
AlphaHPA ULTRA PURE — LOW CARBON ALUMINIUM MATERIALS ASX:
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: Introduction
ALPHA HPA: INTRODUCTION 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 HIGH PURITY - HIGH MARGIN - LOW CARBON we are commercialising in 2 Stages as the HPA FIRST PROJECT S
Slide 4: 5N Ultra Aluminium Sulfate and ultra-high purity products
5N ULTRA ALUMINIUM SULFATE (Al2(SO,)316H,0) ™ ULTRA SAPPHIRE {Al,0,)™ Scratch Resistant Glass Q Mini/Micro LEDs @ high technology sector coverage 5N ULTRA-HIGH PURITY ALUMINA TRI-HYDRATE (AI(OH);) ™ Lithium-Ion Battery © Alumina Precursor © ULTRA-HIGH PURITY ALUMINA 5N ULTRA ALUMINIUM NITRATE (AI(NO
Slide 5: Products for De-carbonising Technologies
PRODUCTS FOR DE-CARBONISING TECHNCOLOGIES Product demand linked to sector growth + decarbonisation + supply chain de-risking i950 HPA for Li-B © Boehmites for HPA for LED separators CMP slurry sapphire substrates HPA for Li B ry Al-Nitrates for HPA for LED ® cathode CMP slurry phosphors HP precursor
Slide 6: HPA First Project
me * ° STAGE-1: ° STAGE 2: HPA First Project Site Gladstone State Development Area 100% RENEWABLE ENERGY ee ~_z he at, a HPA FIRST PROJECT: Alpha HPA
Slide 7: Project Layout: Stage 1 and Stage 2
PROJECT LAYOUT: STAGE 1: +350tpa —- ALL PRODUCTS AS$15.5M Critical Minerals Grant Under Deployment STAGE 2: +10,000tpa - ALL PRODUCTS STRONG GOVT SUPPORT $45M MMI-C Grant (Aust Govt) $21.7M IPP Grant (QLD Govt) Letter of Support from EFA SAP approval from NAIF
Slide 8: Orica Strategic Investment
ORICA STRATEGIC INVESTMENT: ASX 100 Company Orica Ltd (ASX: ORI) acquire Orica and Alpha have worked together on the The investment builds upon binding arrangeme: products at the HPA First Project, Gladstone Significant external endorsement of the capabil MoU signed to assess high purity aluminium p
Slide 9: Alpha HPA
Alpha HPA
Slide 10: Stage 1: HPA Expansion Now Commissioning
STAGE 1: HPA EXPANSION NOW COMMISSIONING Alpha HPA
Slide 11: Independent Certification
INDEPENDENT CERTIFICATION ALPHA HPA LTD (GROUP) EF CERTRICATE ENVIRONMENTAL WORK, HEALTH & MGMT SAFETY a —_ =z ’ ‘ thot, “SIS > AlphaHPA
Slide 12: World Leading Emissions
WORLD LEADING EMISSIONS 50-70% lower CO, emissions over incumbent (alkoxide) process scope1&2 II scope 142+ with creats ~71% lower total emissions in feedstock and R production process combined compared to the incumbent process 10 ; [ EMISSIONS REDUCTIONS i . - = *] Q 5.03 4 308 aa 1. | We do not us
Slide 13: Alpha Sapphire
ALPHA SAPPHIRE: » March 2023: Agreements with Ebner-Fametec for entry into sapphire glass production June 2023: Expanded agreements for up to 1,000 growth units Unique supply/demand dynamics, favourable to new market entry Estimated 10x net revenue uplift per alumina unit = September 2023: $30M GQIC
Slide 14: Alpha Sapphire
ALPHA SAPPHIRE: Annual EBITDA (USD) - post QIC Royalty Base case $516,000 $25,800,000 $51,600,000 $693,000 $34,600,000 $69,300,000 * Technology Disruption: Access to new Ebner-Fametec Technology © * Supply Crunch: End-user desire to de-link from Russia-China production — * Demand Pull: Major new dem
Slide 15: Micro LEDs: The LED Market Multiplier
Micro LEDs: THE LED MARKET MULTIPLIER * Market analysts have forecast the adoption of micro-LEDs since 2015 * The recent confirmation that Apple is now making the move is considered highly significant, with the potential 15 to double existing LED market + https://appleinsider.com/articles/23/01/15/a
Slide 16: Our Customers and Partners
OUR CUSTOMERS AND PARTNERS: ¢ Existing customers, marketing agents and key business partnerships EBNE Ro Industrieofenbau GmbH “sot We P BRENNTAG “AMETEC SAINT-GOBAIN liteclll Fac « SDORIOA Specialty intermediates an‘ CAV ” @TECHNOLOGICA Gesellschaft flr High Tech Materialien und Verfahren mbH Charg
Slide 17: Corporate Snapshot
17 CORPORATE SNAPSHOT TRADING INFORMATION SHARE PRICE PERFORMANCE - 3 YEARS ASX CODE A4N {| | | Share Price (20/11/2023) ~$0.865¢ 52-week trading range $0.56 — $1.22 10 Issued Shares 933.8M 0.80 0.60 CAPITAL STRUCTURE 040 Issued Shares 933.8M a! Unlisted options (@90c) 9.12M (expire 30 April 2025) 9
Slide 18: Thank You
Thank You Rimas Kairaitis Managing Director rkairaitis@alphahpa.com.au +61 408 414 474 Robert Williamson Director and COO rwilliamson@alphahpa.com.au +61 407 125 176 Rob Lord Investor Relations tlord@alphahpa.com.au +61 400 008 553 Cameron Peacock Business Development cpeacock@alphahpa.com.au +61 43