Evion Group Nl · ASX:EVG
Evion Group Nl — Investor Presentation (June 2026)
36 slides from Evion Group Nl's investor presentation, Jun 3, 2026
Slide 1: Strategic Expansion into Fluorspar
For personal use only Strategic Expansion into Fluorspar A U.S. Critical Mineral Acquisition Aligned with Evion’s Graphite Strategy ASX:EVG June 2026 1 Energising the Future
Slide 2: Disclaimer
Disclaimer Forward Looking Statement Competent Person’s Statement Certain statements contained in this presentation, including information as to the future financial or operating Mineral Resource – Razafy and Razafy NorthWest performance of Evion Group NL (‘‘the Company’) and its projects, are forwa
Slide 3: Evion is a vertically integrated Critical Minerals Company positioned for Growth
Evion is a vertically integrated Critical Minerals 03 Battery Anode Material. Scoping Study for German SPG Plant. Maniry concentrate into uncoated spheronised purified Company c positioned For personal use only Graphite for Li - ion batteries. for Growth. 04 US Critical Mineral Asset. Carp Fluorspar
Slide 4: Strategic Expansion into U.S. Critical Minerals
Strategic Expansion into U.S. Critical Minerals For personal use only “Evion has acquired a high - grade Fluorspar project in Nevada, USA, expanding its critical minerals portfolio beyond graphite into a strategically aligned industrial mineral.” • Fluorspar is designated a critical mineral in the U
Slide 5: The CARP Fluorspar Project – Nevada, USA
The CARP Fluorspar Project – Nevada, USA PROJECT LOCATION & TENURE For personal use only • Located ~140 km northeast of Las Vegas in Lincoln County, Nevada, within the Viola Mining District of the Clover Mountains region. Project Tenure: • Tenure comprises 59 unpatented lode claims covering a total
Slide 6: Confirmed 2024 Sampling Results
Confirmed 2024 Sampling Results For personal use only Project - Scale Continuity • High - grade fluorspar ranging from 49.83% to 88.15% CaF ₂ confirmed across South, West, North and Central Pits. • Mineralisation also identified in bulldozer cuts between pit areas • Results support a potential conne
Slide 7: Upcoming Field Program – Planned Activities
Upcoming Field Program – Planned Activities. For personal use only SYSTEMATIC GEOLOGICAL MAPPING DRILL PLANNING SAMPLING & TARGETING & APPROVALS Surface sampling across Detailed geological Planning focused on untested the expanded 59 - claim mapping depth extensions and new area manto - style target
Slide 8: Historic Mining & Exploration: CARP Fluorspar Project
Historic Mining & Exploration: CARP Fluorspar Project Production at the Wells Fargo Mine ran from 1958 to 1971 across multiple shallow open pits. Material was selectively mined an d For personal use only sold directly as metallurgical - grade fluorspar without beneficiation. PRODUCTION HISTORY EXPLO
Slide 9: Fluorspar: Critical Mineral Classification
Fluorspar: Critical Mineral Classification US 100% Import Reliant For personal use only Fluorspar is officially recognised as a critical mineral in the United States, reflecting its importance to national security, industrial resilience and energy objectives . 01 Fluorspar is listed on the U.S. Crit
Slide 10: Strategic Positioning – Potential Government Support
Strategic Positioning Potential Government Support For personal use only Fluorspar directly supports domestic 01 United States, initiatives such as the “FAST - 41” permitting pathway may support accelerated manufacturing, electrification, development for priority mineral projects 1 defence readiness
Slide 11: Nevada: A Tier-Global Mining Jurisdiction
Nevada: A Tier - 1 Global Mining Jurisdiction Jurisdiction For personal use only WHY NEVADA Global Ranking Consistently ranked among the world’s leading mining jurisdictions for investment attractiveness and policy stability (Fraser Institute). Established Infrastructure Long - established mining in
Slide 12: About Fluorspar
About Fluorspar WHAT IS FLUORSPAR For personal use only • Fluorspar (also known as fluorite) is the naturally occurring mineral calcium fluoride ( CaF ₂) • It is the primary industrial source of fluorine COMMERCIAL PRODUCTS ACIDSPAR METALLURGICAL - GRADE (>97% CaF ₂) FLUORSPAR (METSPAR) (typically,
Slide 13: Importance of Fluorspar
Importance of Fluorspar INDUSTRIAL IMPORTANCE Fluorspar is an increasingly important For personal use only Fluorspar is gaining increasing strategic importance and strategic mineral, reflecting its essential is essential in: role in modern industrial and high - Semiconductor chips and next - gen ele
Slide 14: Fluorspar Market Overview: Familiar Dynamics for Evion
Fluorspar Market Overview: Familiar Dynamics for Evion For personal use only MARKET STRUCTURE DEMAND & OUTLOOK Like graphite, fluorspar supply is dominated by China Demand is driven by electrification, advanced manufacturing, defence and Concentrated energy security, consistent with graphite demand
Slide 15: Strategic Alignment with Evion's Portfolio
Strategic Alignment with Evion’s Portfolio Aligned End - Markets and Supply Chains For personal use only GRAPHITE FLUORSPAR FLUORSPAR Critical input to battery Critical input to industrial supply chains manufacturing processes Supports electrification and Supports electrification and energy storage
Slide 16: One of a few companies in the world with this combination
One of a few companies in the world with this combination. For personal use only EU EU CRMA Non - Chinese US Domestic EU Battery Strategic Project Processing Asset Pipeline Maniry is the only Operational expandable Carp Fluorspar, Nevada. Battery Anode Material graphite project in graphite facility
Slide 17: Maniry is the only graphite project in Africa recognised by the EU's CRMA
Maniry is the only graphite project in Africa recognised by the EU’s Critical Raw Materials Act For personal use only Strategic Future Supplier: The Maniry Graphite Mine is recognised as a strategic future supplier of critical minerals to the EU by the European Commission's Directorate - General for
Slide 18: Evion is the only ASX listed Australian company producing expandable graphite
Evion is the only ASX listed Australian company producing expandable For personal use only graphite. • 50/50 Joint Venture with Metachem Manufacturing Co, an experienced expandable graphite producer with 20+ years operating history. • Production facility in a Special Economic Zone near Pune, adjacen
Slide 19: US Funding Architecture
US Funding Architecture. Evion eligibility across 9 + mechanisms. For personal use only Mechanism Mandate & Scale EVG Asset Unlocked by Carp EXIM SCRI Non - Chinese upstream + US offtake. US$325M LOI to G1 .8 Maniry DFC US$600M via Orion CMC. Africa eligible. 9 Maniry Project Vault US$12B strategic
Slide 20: Corporate Snapshot
Corporate Snapshot Share Price Cash For personal use only $A0.05 $A4.9M circa As of 29 May 2026 As of 22 May 2026 52 week high $0.060, low $0.015 US DEMAND Placement EU Market capitalisation DEMAND NEVADA $7.24M $A36.6M The CARP INDIA $4.3M to date ASX Release dated 12 May 2026: Fluorspar Project As
Slide 21: An experienced Board, positioned to deliver the next phase of growth
An experienced Board, positioned to For personal use only deliver the next phase of Mal Randall David Round Heather Zampatti Craig Lennon growth for Non -Executive Chair Managing Director Extensive Mining, JV Non -Executive Director Previously Head of Non -Executive Director Craig Lennon, former Bri
Slide 22: Arthur Sinodinos AO – Strategic Advisor
Arthur Sinodinos AO – Strategic Advisor Former Australian Ambassador to the United States joins Evion Group as a Strategic Advisor to accelerate its US and allied critical minerals strategy. For personal use only Mr Sinodinos joins Evion Group at a pivotal moment for Western - aligned critical miner
Slide 23: Contact
For personal use only Contact David Round Managing Director Suite 3, Ground Floor, 28 Ord Street, West Perth, Australia 6005 info@eviongroup.com +61 8 6158 9916 eviongroup.com Critical Mineral producer positioned for growth 23 Energising the Future
Slide 24: References
References 1. https://www.permitting.gov/newsroom/press - releases/permitting - council - adds - three - new - critical - mineral - mining - projects - fast - 41 2. https://webfiles.thecse.com/19.02.2026_Ares_Strategic_Mining_Awarded_Major_Defense_Logistics_Agency_DLA_169M_U.S._Defense_Contract_to_S
Slide 25: Appendix: Sampling Results & Key Terms
Appendix: Sampling Results & Key Terms Grade Category Number of Samples CaF ₂ Range Very High Grade (>49% CaF ₂) 14 49.83% – 88.15% For personal use only High Grade (22 - 33% CaF ₂) 3 22.81% - 32.67% Below Reporting Threshold 8 <22% CaF ₂ Term Definition CaF ₂ (Calcium The mineral compound being mea
Slide 26: Global Fluorspar Supply and Demand
Global Fluorspar Supply and Demand Fluorspar demand (currently almost 9Mtpa) is Global Fluorspar Supply & Demand (Mt) For personal use only expected to increasingly exceed production capacity over the coming years leading to a significant supply shortage. • With the global emphasis on clean energy,
Slide 27: Global Imports of Fluorspar
Global Imports of Fluorspar Global fluorspar import demand was Global Imports of Fluorspar (Mt) For personal use only 2.8 Mt in 2024, led by China, the USA and India as the largest importers. • Major importing economies have adjusted trade policies (such as China eliminating import tariffs on low -
Slide 28: Global Exports of Fluorspar
Global Exports of Fluorspar Global fluorspar exports totaled Global Exports of Fluorspar (Mt) For personal use only ~3Mt in 2024, led by Mongolia, South Africa and Mexico as the largest exporters. • The vast majority of exports have recently come from Mongolia, which has been expanding capacity to s
Slide 29: Fluorspar Demand Growth
Fluorspar Demand Growth Fluorspar’s traditional industrial uses have Hydrofluoric Acid Demand by End Use (kt) For personal use only been overtaken by its growing importance in advanced manufacturing supply chains, including semiconductors, EV batteries, uranium enrichment, refrigerants and advanced
Slide 30: Fluorspar Global Mine Production
Fluorspar Global Mine Production Global Market Share % by Volume For personal use only Total global fluorspar production was 10.2Mt in 2025, a 7% increase from the 9.5Mt produced in 2024. 1,500 (15%) • China is the largest producer of fluorspar with 6Mt production in 2025 6,000 (59% of worldwide pro
Slide 31: Historical Fluorspar Prices
Historical Fluorspar Prices Fluorspar Prices Sustained Uptrend Fluorspar concentrate spot prices currently range from US$450/t to US$650/t For personal use only Historical Fluorspar Prices (2014 to 2025) Over the long term, acidspar and metspar prices remain in a sustained uptrend, reflecting widesp
Slide 32: The US is 100% import-dependent on both Graphite and Fluorspar
The US is 100% import - dependent on both Graphite and Fluorspar. For personal use only 100% US Import dependency US Import dependency Minerals on 2025 USGS on natural graphite on Fluorspar Critical Minerals List China controls 78% of mine Both graphite and fluorspar production retained on expanded
Slide 33: Advanced Batteries – Fluorspar at the Core
Advanced Batteries – Fluorspar at the Core For personal use only • Fluorspar - derived hydrofluoric acid is used to produce key electrolyte salts (namely LiPF 6 ). • Fluorinated electrolytes improve energy density, cycle life, and thermal stability • Rapid growth in electric vehicles is accelerating
Slide 34: Nuclear Power Plant – Critical to the Nuclear Supply Chain
Nuclear Power Plant – Critical to the Nuclear Supply Chain For personal use only • Vital input in the production of uranium conversion chemicals used across the nuclear fuel cycle • Essential to the manufacture of uranium hexafluoride (UF 6 ), a key compound required for uranium enrichment • Increas
Slide 35: Semi-Conductors for use in AI
Semi - Conductors for use in AI Fluorspar Powering the AI Revolution For personal use only 01 Fluorspar is the primary source of hydrofluoric Jurisdiction acid, an essential input in semiconductor etching and wafer cleaning 02 Rapid growth in AI, data centers, and high - performance computing is dri
Slide 36: Section 232 + FORGE. Dual-front engagement
Section 232 + FORGE. Dual -front engagement. For personal use only SECTION 232 FORGE PRICE FLOORS • 180- day negotiation window expires 13 July 2026. 17 • FORGE launched February 2026 21, as MSP successor with 54 countries. 22 • Both graphite and fluorspar covered. 18 • Price floor mechanisms under