Alpha HPA / A4N (ASX)

    Quartal Aktivitäten report; “The quarter has been transformational for Alpha. The Company is now set to enter commercial production via the PPF next year, and is accelerating each of the workstreams on the full scale Project”


    RECURSOR PRODUCTION FACILITY (PPF) STRATEGY
    - Fast-track commercialisation of the Company’s two ultra-high purity precursor products
    - Facility to be built on HPA First Project site in Gladstone
    - $27M capex fully funded after successful completion of $50M placement
    - First production expected in July/August 2022


    LOBAL MARKETING PARTNERS IN PLACE
    - MoU with APL Engineered Materials to market Alpha’s products to Japanese and Chinese markets
    - MoU with Technologica to market Alpha’s products to Europe
    - MoUs complement existing marketing activities and expand geographical reach


    RODUCT MARKETING ACCELERATES
    - Significant additional inbound interest in the Company’s precursor products since PPF strategy launch
    - First commercial HPA sales to a German LED phosphor counterparty
    - Additional 93kg of Al-nitrate sales (Al-precursor #1)
    - 26 product test orders received and/or shipped in the quarter
    - Over 60 test orders despatched in total to over 35 end-users


    EMORANDUM OF UNDERSTANDING WITH CLEANCO QUEENSLAND
    - Potential to supply 100% of the HPA First Project electricity demand with renewable energy
    - Carbon footprint modelling of the HPA First project indicates a 59% reduction in CO2 emissions over incumbent HPA manufacturing processes


    PA FIRST PROJECT WORKSTREAMS ADVANCED
    - Worley awarded the HPA First Project Front End Engineering and Design (FEED) and also nominated as preferred ePCM contractor
    - Water supply contract signed with Gladstone Area Water Board
    - Orica Definitive Agreements scheduled for execution in late July/early August
    - Stage 1 of the Lender Engineer’s Independent Technical Expert (ITE) review completed
    http://alphahpa.com.au/wp-content/uploads/2021/07/pjn10896.pdf

    Alpha HPA Plots New Alumina Process for Lithium-Ion Batteries; Rimas Kairaitis, managing director at Alpha HPA Limited, takes Alan through the details of his company's plans of a new way to produce high purity alumina and aluminium for lithium ion batteries


    - Rimas Kairaitis is Managing Director of Alpha HPA Ltd which has got the ASX code A4N and the share price has been rising pretty strongly lately and what it does is produce, or it’s going to produce at least, high purity alumina and aluminium mainly for lithium ion batteries but also for LED lights. It’s building a plant in Gladstone in Queensland, first a smaller plant and then a larger plant and it’s intending to disrupt the world business of high purity alumina and aluminium. It’s got a process, it’s licensed the IP of a process to do that with using feedstock from an alumina refinery, also in Gladstone.


    It’s an interesting business, they’re a little way off, they’re still burning cash but they raised quite a lot, they’ve got $50 million in the bank which will build their first plant and then they reckon they’ll be cash flow positive after that so an interesting way into the lithium ion battery boom as it were, as opposed to lithium and the other metals. This is quite a different one but it’s definitely used in those batteries and it definitely has a future, and it sells for quite a lot of money.


    Here is Rimas Kairaitis who is Managing Director of Alpha HPA.



    Table of contents:

    - Construction Cash Burn
    - Collerina Cobalt
    - Cheaper, Streamlined Business
    - License Agreement Status
    - Purity of Aluminium
    - Product by Product Pricing
    - Lithium-Ion Battery Supply Chain
    - Two-Step Production Process -
    http://www.eurekareport.com.au/investment-news/alpha-hpa-plots-new-alumina-process-for-lithium-ion-batteries/150019

    Zitat von Popeye82

    "HPA", Developer, Australien.



    Hintergründe Einführung
    http://alphahpa.com.au/wp-content/uploads/2021/06/Hartleys-A4N_Nov20-Initiation.pdf



    Das sind noch Die Weiteren Research Erst reports, zu A4N.
    Jedenfalls Die öffentlich Verfügbaren auf Ihrer Website(gibt "oft noch mehr")
    http://alphahpa.com.au/wp-content/uploads/2021/03/03-21-05-20Bell-Potter-Leverage-to-New-Energy.pdf
    http://alphahpa.com.au/wp-content/uploads/2021/03/07-26-09-19Alpha-HPA-Initiation-CurranCo-Front-Cover-20190926.pdf



    irgendwie ist Die Scheissmeldung/Pdf so dass man nicht kopieren kann.


    also Diesmal ohne.




    Orica and Alpha Execute Definitive Agreements

    http://alphahpa.com.au/wp-content/uploads/2021/08/pjn10919.pdf



    Alpha HPA (ASX:A4N) and Orica partner for HPA First Project

    http://themarketherald.com.au/alpha-hpa-asxa4n-and-orica-partner-for-hpa-first-project-2021-08-18/


    " Lisa Simcock
    Markets Reporter
    lisa.simcock@themarketherald.com.au
    18 August 2021 12:00 (AEST)




    [Blockierte Grafik: https://themarketherald.com.au/wp-content/uploads/2021/02/73638-F6466959-155D-D234-0DB1E036ACC2084A-1280x720-800x430.jpg]Source: Alpha HPA[Blockierte Grafik: https://themarketherald.com.au/wp-content/themes/spotlight/images/logo-small-white.svg]


    • Alpha HPA (A4N) signs definitive agreements with Orica Australia for the HPA First Project in Gladstone, Queensland
    • The deal involves the supply and offtake of by-products to and from Alpha's First Project and Orica's Yarwun manufacturing facility
    • The agreements have a 10-year term, with an option to extend for a further 10 years
    • Alpha HPA believes it's well-positioned to establish a world-class production centre for ultra-high purity aluminium products
    • On the market this afternoon, Alpha is down 3.13 per cent, trading at 46.5 cents per share

    Alpha HPA (A4N) has signed definitive agreements with Orica Australia for the HPA First Project in Gladstone, Queensland.

    The partnership involves the supply and offtake of by-products to and from Alpha's First Project and Orica's Yarwun manufacturing facility.

    The agreements comprise a supply and offtake deal and a project implementation agreement which describes the capital investment obligations and the scope for commissioning, reagent and by-product validation trials.

    Alpha says that the newly signed agreements secure the commitment by both parties to leverage the process synergies to unlock the value from both of their projects.

    The agreements have an initial 10-year term, with an option to extend for a further 10 years




    Alpha's Managing Director, Rimas Kairaitis, was pleased to have signed the agreements.


    "The agreements secure the reagent supply and by-product offtake for the HPA First Project and sets the project firmly on the path to commericalisation. These agreements represent a mutually benefiical, long-term commitment between our businesses," Mr Kairaitis said.


    "Over the last 18 months, Orica's engineering and commercial teams have worked diligently with the Alpha team across of range of detailed engineering, technical and commercial considerations."


    Overall, this positions Alpha well to establish a world-class production centre for ultra-high purity aluminium products.



    On the market this afternoon, Alpha was down 3.13 per cent, trading at 46.5 cents per share at 1:37 pm AEST."



    Bell Potter - Aug 18, 2021 ; The agreements also provide third party validation of A4N’s HPA First Project from a leading global chemical manufacturer. ORI completed extensive technical due diligence on the project over the last 18 months. ORI’s supply of process reagents and then re-purchase of process by-products underwrites critical cost and revenue components of the project’s business model. Importantly, ORI sees benefits too, with the company’s Managing Director pointing to new opportunities in high-growth, future facing industries in the transition to a low-carbon economy.............................


    http://alphahpa.com.au/wp-content/uploads/2021/08/A4N-18082021.pdf

    Zitat von Popeye82


    Bell Potter - Aug 18, 2021 ; The agreements also provide third party validation of A4N’s HPA First Project from a leading global chemical manufacturer. ORI completed extensive technical due diligence on the project over the last 18 months. ORI’s supply of process reagents and then re-purchase of process by-products underwrites critical cost and revenue components of the project’s business model. Importantly, ORI sees benefits too, with the company’s Managing Director pointing to new opportunities in high-growth, future facing industries in the transition to a low-carbon economy.............................


    http://alphahpa.com.au/wp-content/uploads/2021/08/A4N-18082021.pdf



    Einen Punkt, AUssage, will hier nochmal speziell hervorheben, und zwar:


    "It is also increasingly likely that the commercialisation of A4N’s proprietary process could involve investments BEYOND its initial Gladstone plant ....................."



    Das war für mich, nämlich, genau Eine DEEER Kernfragen, von Anfang an mit Der Firma.



    Das ist, Meinem Ermesssen, "grds EIne Sehr Positive" Andeutung.


    Und WENN Sie sich dazu entscheiden sollten, "noch mehr Projekte damit", wäre Das, m.E. Eine "grds Sehr, sehr Gute Sache, ENtwicklung", und könnte m.E. noch EINIGES Weitere Potenzial in Die Aktie bringen.



    Also Das ist INDIVIDUELL für Diese Firma, Aktie, Unternehmung Meinem Ermessen Ein "Ganz WIchtiges DIng", Dieser Sachverhalt/Frage, (noch Ausstehende) Entscheidung..................................



    HPA First Project Update; Driving De-Carbonisation; Managing Director, Rimais Kairaitis commented: "A number of Key HPA FIrst Project milestones achieved in recent Weeks. The global Theme of Decarbonisation and the rapid Expansion of Critical Materials SUpply chains continues to favour our Market Outreach and product Marketing"

    Product Marketing


    - Product Pricing and Volume Bids placed for Multiple Forward Contracts
    - Several Additional Product Orders received, from Japan and Germany
    - Increase in Orders from the Semiconductor industry
    - successful Development of Shpherical powder products


    Stage 1 - PPF


    - First Equipment Orders placed
    - Remaining Equipment Bid evaluations underway
    - Risk Assessments complete
    - Site geotechnical and Survey Works complete
    - Earthworks issued, for RFQ


    Stage 2 - Full Scale Project


    - Worley FEED Study progressed
    - Execution of Definitive Orica Agreements
    - MCU Amandment lodged
    - Project FINANCING PROCESS ADVANCED
    http://alphahpa.com.au/wp-content/uploads/2021/08/pjn10932.pdf

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