Evion Group Nl · ASX:EVG
Evion Group Nl — Africa Down Under Conference 2024
26 slides from Evion Group Nl's conference presentation, Sep 5, 2024
Slide 1: Updated Africa Down Under Presentation (ASX announcement)
5 September 2024 ASX ANNOUNCEMENT Updated Africa Down Under Presentation Evion Group NL (ASX:EVG) (“Evion” or the “Company”), refers to the Company’s ASX announcement dated 4 September 2024 titled “Evion Company update – Africa Down Under presentation”. In this presentation the Company discloses the
Slide 2: Graphite Downstream Producer with Concentrate & Anode Development Plans
For personal use only ASX: EVG Graphite Downstream Producer with Concentrate & Anode Development Plans September 2024 Africa Down Under Conference www.eviongroup.com
Slide 3: Forward Looking Statement
Forward Looking Statement Certain statements contained in this presentation, including information as to the future financial or operating performance of Evion Group NL (‘‘the Company’) and its projects, are forward-looking statements. Such forward-looking statements are necessarily based on a numbe
Slide 4: Board of Directors & Capital Structure
Board of Directors & Capital Structure A refreshed Board, positioned to deliver the next phase of growth for Evion... EVG For personal use only ASX Code $8.4M Market Cap Heather Zampatti David Round Warrick Hazeldine Craig Lennon (at $0.024 per share as at 2 Non-Executive Chair Managing Director Non
Slide 5: Evion's Unique Business Model
Evion’s Unique Business Model End to end business model producing natural graphite concentrate and value adding products for the high value – high demand global markets. For personal use only Flake Graphite PSG Graphite Mining Purified Spherical ANODES Li-ION Batteries Concentrates Graphite Madagasc
Slide 6: Graphite Producers
Graphite Producers Global Opportunities to flow – production outside of China is set to expand For personal use only Innovation and beyond. www.eviongroup.com 5
Slide 7: Maniry Graphite Project
For personal use only Maniry Graphite Project MADAGASCAR ASX: EVG
Slide 8: Maniry Project Highlights
Maniry Project Highlights Pathway to Production Maniry NPV Expansion Potential (Activities Underway) For personal use only US$263m Probable Reserve: 16.2Mt at 6.6% TGC ESIA Pre-tax Resource: 40.0Mt at 6.5% TGC Finalise Offtake Indicated – 16.7Mt at 6.9% TGC Inferred – 23.3Mt at 6.1% TGC US$205m Perm
Slide 9: Maniry Location
Maniry Location Adjacent to existing large scale operations For personal use only Port of Toliara NextSource Materials’ Molo Graphite Mining Operation Rio Tinto / QMM Mining Operation ASX: EVG Innovation and beyond. www.eviongroup.com 8
Slide 10: Madagascar Current Graphite Activity
Madagascar Current Graphite Activity Significant in-country graphite mines and a long term producer and exporter Gallois – Madagascar Etablissements Gallois (Unlisted) 1 Gallois (Unlisted) 1 Mineral Resource Grading Est 10% TGC For personal use only 2 Toamasina Currently producing est 100,000+ ton
Slide 11: Evion's Pathway to Production
EVION’S Pathway to Production TSX:NEXT Market Cap – CA$ 200M(1) In Madagascar For personal use only MINE DEVELOPMENT OFFTAKE & PARTNERS IN PRODUCTION PERMITTING PROGRESS DEFINITIVE AND FEASIBILITY LICENCE PLANNING FOR STUDY APPROVAL IN ANODE COMPLETED PROGRESS WITH PRODUCTION SUBSTANTIAL WITH STRONG
Slide 12: Madagascar - Robust Mining Jurisdiction
Madagascar - Robust Mining Jurisdiction BENEFITS OF MADAGASCAR For personal use only • +100 years graphite production history • New Mining Code with 10,000 tpa benefits flowing through to local stakeholders < 8,000 tpa • No Government170,000 “free-carried” tpa interests < 8,000 tpa • Graphite projec
Slide 13: Madagascar Activity - Short term actions
Madagascar Activity – Short term actions • Appointment of Ms Lydia Boarlaza and management in country experienced in taking graphite projects from exploration to For personal use only development and production (1) • The Madagascan Government has indicated a commitment to the processing of pending m
Slide 14: Production Commenced - Expandable Graphite JV
For personal use only Production Commenced – Expandable Graphite JV INDIA Click to edit Master title style Pre-installation Centrifuge Inspection Innovation and beyond. ASX:EVG www.eviongroup.com 13
Slide 15: Panthera Graphite Technologies
Panthera Graphite Technologies A 50/50 JV with Metachem Manufacturing Company Pvt Ltd For personal use only • Favourable fiscal terms for foreign investors in India • Metachem Manufacturing Company Pvt. Ltd, is a 20+ years experienced producer of Expandable Graphite • China currently controls global
Slide 16: Panthera Graphite Technologies
Panthera Graphite Technologies A 50/50 JV with Metachem Manufacturing Company Pvt Ltd HIGHLY PROFITABLE AND SCALEABLE Financial Metric Unit Panthera Evion’s Share For personal use only Graphite JV • Feasibility Study concluded previously indicating Evion Ownership (%) 100% 50.00% strong financial re
Slide 17: Panthera Graphite Technologies
Panthera Graphite Technologies SPECIAL ECONOMIC ZONE PROCESSING FACILITY INFRASTRUCTURE RICH ADJACENT TO HIGHWAY For personal use only Site purchased in Production commenced April early 2023 2024 ASX: EVG Innovation and beyond. www.eviongroup.com 16
Slide 18: Progressing to full production at Panthera Graphite Technologies
Progressing to full production at Panthera Graphite Technologies For personal use only Ramp up is currently concluding with all testing completed in preparation for full production in the short term Initial production has yielded high value expandable graphite ready for export to Europe in July
Slide 19: Battery Anode Material Project (BAM)
For personal use only Battery Anode Material Project (BAM) Click to edit Master title style EUROPE ASX: EVG Image: Freepic.com
Slide 20: Battery Anode Material Project
Battery Anode Material Project PROJECTED BATTERY PLANTS (1) IN EUROPE BENCHMARK PROJECTIONS For personal use only • Massive development of Gigafactories over the next decade • Car manufacturers investing in these plants to secure supply • Anode manufacturers looking to securing supply and invest in
Slide 21: Battery Anode Material Project
Battery Anode Material Project HISTORY FUTURE MILESTONES • Positive test work to date led by German based group, (1) • Next phase: assess financial, technical and logistical Dorfner Anzaplan. For personal use only viability. • Site reviews undertaken in Europe and meetings held • EVG’s recent Scopin
Slide 22: Battery Anode Material Project - Scoping Study Results 2023
Battery Anode Material Project (1) Maniry Concentrate SCOPING STUDY RESULTS 2023 For personal use only • The Maniry DFS and the BAM Scoping Study are central to Evion’s Caustic Bake, Micronisation & Acid & Caustic strategy to be a vertically-integrated supplier of graphite products, Quench & Spheron
Slide 23: Scoping Study Highlights
Battery Anode Material Project SCOPING STUDY HIGHLIGHTS 1 DEVELOPMENT PLANS (1) • Scoping Study undertaken by Wave International, Australia – For personal use only PRODUCT OUTPUT have done similar work for EVG peers. 30,000tpa 15,000tpa • Positive test work to date led by German based group, Pre-Tax
Slide 24: Project Development Approach
Project Development Approach • Construction and refurbishment of schools within the Maniry area • Providing regular food parcels to local villages in Madagascar For personal use only • Assisted in the construction of a new medical facility in the Maniry region • PhD sponsorship of Malagasy geologist
Slide 25: 2024 Planned Activities
2024 Planned Activities 1 Growth in India JV(1) - Strong sales pipeline Q4 2024 For personal use only - Plans to double production 2 Deliver on major final milestones for Maniry Project – Approval of ESIA and Relocation Action Plans 3 Finalise Maniry Project Financing, Licensing and Permitting 4 Fin
Slide 26: David Round, Managing Director
For personal use only David Round Managing Director david.round@eviongroup.com Phone: + 61 (0) 411 160 445 Innovation and beyond. www.eviongroup.com 25