Evolution Energy Minerals Limited · ASX:EV1

Evolution Energy Minerals — Investor Presentation (August 2023)

21 slides from Evolution Energy Minerals's investor presentation, Aug 16, 2023

  1. Slide 1: Strategic Collaboration with the #1 Global Battery Anode Company

    Eneney WiKERALa nn So STRATEGIC COLLABORATION WITH THE #1 GLOBAL BATTERY ANODE COMPANY ASX:EV1 evolutionenergyminerals.com.au

  2. Slide 2: For personal use only

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

  3. Slide 3: Share Price

    For personal use only $0.40 $0.35 Share Price (A$/share) $0.30 $0.25 $0.20 $0.15 $0.10 $0.05 $- 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 overview

    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 Tier 1 customer base including CATL, Panasonic, LG, SK, BYD, Tesla and Samsung Within C

  6. Slide 6: BTR collaboration terms

    For personal use only Downstream BTR to become 9.9% Jointly assessing downstream 100% of Chilalo fines (-100 mesh) shareholder processing into battery anodes 3 year term (+3 year option), 22M shares $0.22 ($4.9M) Initial focus on North America subject to assignment to joint but investigate other dow

  7. Slide 7: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  8. Slide 8: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  9. Slide 9: For personal use only

    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: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  13. Slide 13: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  14. Slide 14: For personal use only

    For personal use only Evolution Energy Minerals • Investor Presentation

  15. Slide 15: YXGC offtake

    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

  16. Slide 16: For personal use only

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

  17. Slide 17: Ford and CATL EV factory

    For personal use only In February, Ford and CATL announced plans to build a US$3.5 billion EV factory in Michigan. Ford will control 100% of the plant and licence LFP battery technology from CATL 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 developments and binding downstream agreement with BTR

  21. Slide 21: Managing Director

    For personal use only Managing Director

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