Evolution Energy Minerals Limited · ASX:EV1

Evolution Energy Minerals — Investor Presentation (February 2024)

24 slides from Evolution Energy Minerals's investor presentation, Feb 13, 2024

  1. Slide 1: Corporate Presentation February 2024

    EVOLUTION ENERGY MINERALS CORPORATE PRESENTATION February 2024 ASX:EV1 evolutionenergyminerals.com.au

  2. Slide 2: For personal use only

    For personal use only ‐ ‐ Evolution Energy Minerals • Investor Presentation

  3. Slide 3: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  4. Slide 4: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  5. Slide 5: BTR strategic partner

    Can we put an image over here? Listed on the Beijing Stock Exchange (market cap US$3.4 For personal use only Make the text bullets? billion) 26% overall anode market share, 60% natural graphite anode market share Within China, BTR have 5 natural graphite production bases, 9 synthetic graphite produc

  6. Slide 6: Share price performance

    For personal use only $0.40 $0.35 $0.30 Price (A$/share) $0.25 $0.20 $0.15 $0.10 $0.05 $- 12-Feb-23 12-Apr-23 12-Jun-23 12-Aug-23 12-Oct-23 12-Dec-23 12-Feb-24 Evolution Energy Minerals • Investor Presentation

  7. Slide 7: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  8. Slide 8: SYR vs Flake vs Synthetic AAM Relative Price

    • • For personal use only SYR vs Flake vs Synthetic AAM Relative Price 180% 160% 140% 120% 100% 80% 60% 40% 20% 0% 03-Oct-22 03-Nov-22 03-Dec-22 03-Jan-23 03-Feb-23 03-Mar-23 03-Apr-23 03-May-23 03-Jun-23 03-Jul-23 03-Aug-23 03-Sep-23 03-Oct-23 03-Nov-23 03-Dec-23 03-Jan-24 Evolution Energy Minerals

  9. Slide 9: Anode market share

    2023 Anode Market Share Predicted 2030 Anode Market Share Predicted 2040 Anode Market Share For personal use only Evolution Energy Minerals • Investor Presentation

  10. Slide 10: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  11. Slide 11: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  12. Slide 12: Coarse flake graphite qualified with YXGC

    For personal use only Numerous mines have very little coarse flake China almost exclusively fines, Syrah ~90% fines Value-added markets require qualification to determine product suitability – just like batteries Evolution has qualified its coarse flake graphite with YXGC since 2015 – validated by g

  13. Slide 13: Offtake terms with YXGC

    For personal use only 30,000tpa for 3 years 100% of fines for 3 years 70% of concentrate (+3 yr option), subject to revenue assignment to joint downstream entity YXGC are the global leader for expandable graphite Market prices agreed bi- (EG) and foil laterally Electronics, fuel cells, Conditional o

  14. Slide 14: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  15. Slide 15: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  16. Slide 16: For personal use only

    • For personal use only • • Source: 1. Customs General Administration, P. R. China, 2. Wisdom Intelligence Technology Evolution Energy Minerals • Investor Presentation

  17. Slide 17: Anode production moving closer to end-markets

    Anode production will need to occur closer to end-markets following the Inflation Reduction Act and European Critical Minerals Act which are designed to reduce reliance on China For personal use only Evolution Energy Minerals • Investor Presentation

  18. Slide 18: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  19. Slide 19: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  20. Slide 20: Key Catalysts

    Key Catalysts Chilalo project financing Downstream scoping study, site selection and partnerships

  21. Slide 21: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  22. Slide 22: Synthetic graphite carbon footprint

    Heating to 2,500-3,000oC consumes significant energy – results in high carbon footprint of synthetic graphite For personal use only Evolution Energy Minerals • Investor Presentation

  23. Slide 23: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  24. Slide 24: Managing Director

    For personal use only Managing Director

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