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Alpha HPA
Alpha HPA (A4N) investor relations material
Alpha HPA Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary9 Feb, 2026
Strategic positioning and technology
Developing the world's largest single-site high-purity alumina (HPA) facility in Gladstone, Queensland, with Stage 2 under construction and Stage 1 operational at 350 tpa, scaling to 10,000 tpa by 2027.
Only known supplier meeting critical low-radiation and heat dissipation specs for advanced semiconductor packaging, supporting AI memory and logic chips.
Unique, wasteless process upcycles chemicals, delivering ultra-high purity products for multiple growth sectors including semiconductors, lithium-ion batteries, and LED/sapphire.
Strong government support with A$497m in funding, including equity, loans, and grants from federal and state sources.
National Reconstruction Fund Corporation holds a 6.9% stake following a recent A$75m investment.
Market opportunity and demand
Positioned as a critical supplier to the rapidly expanding semiconductor supply chain, with demand for HPA driven by AI/data center growth and advanced packaging.
HPA is replacing silica in chip packaging due to superior thermal conductivity, enabling 2-3x better heat dissipation and significant energy savings at the data center level.
Forecast HPA demand for thermal fillers projected to reach ~8,000 tpa by 2030, with potential upside to >18,000 tpa.
Ongoing supply deficit for low-alpha materials and DLE industry growth may drive further expansion, with Stage 3 under consideration.
Over 100 parties in advanced product qualification, with LOIs covering up to 65% of Stage 2 capacity.
Product and customer traction
Only global supplier of <1ppb U/Th low-alpha HPA for thermal fillers, with binding contracts and LOIs in place with major Japanese and Korean OEMs.
Novel HPA particles for CMP deliver up to 50% higher removal rates, with LOIs for up to 4,000 tpa and advanced qualifications with leading US, Asian, and Japanese end-users.
Early-stage outreach for semi-tooling and DLE sorbents, with significant potential demand identified.
Price discovery indicates >3x capacity demand by 2030, with average product prices rising from $25.6/kg to $29.3/kg between 2024 and 2026.
Qualification testing underway with >100 end-users, and sales/binding contracts ramping up as Stage 2 approaches production.
Quantify unmet demand vs Stage 2 capacity
Address Stage 2 CapEx increase and funding gap
Quantify Alpha's product performance advantage
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Next Alpha HPA earnings date
H1 20268 Mar, 2026
Alpha HPA
Next Alpha HPA earnings date
H1 20268 Mar, 2026
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Frequently asked questions
Alpha HPA Limited is a mineral exploration and technology company focused on producing high-purity alumina (HPA) and related materials. Utilizing its proprietary processing technology, Alpha HPA targets high-purity aluminum products primarily for use in advanced applications such as LED lighting, lithium-ion batteries, and other high-tech industries. The company aims to supply sustainable and high-quality materials that meet the stringent standards of emerging technologies. Alpha HPA’s projects and operations are based in Australia, where it is advancing its production capabilities. The company is headquartered in Brisbane, Australia, and its shares are listed on the ASX.
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