Evion Group Nl · ASX:EVG
Evion Group Nl — Electric Vehicle Anode & Graphite Forum 2023
28 slides from Evion Group Nl's conference presentation, Jan 31, 2023
Slide 1: Premium Graphite for a Clean Energy Future
For personal use only Premium Graphite for a Clean Energy Future Electric Vehicle Anode & Graphite Forum JAN 2023
Slide 2: 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 3: Capital Structure
Capital Structure For personal use only Share Price (30 January 2023) 6.8 cents Major Shareholders (issued shares) Shares on issue 279m Board and Management – 6.5% Options and Performance Rights 34.6m Canadian Resource Fund – 4.95% Market Capitalisation (undiluted) @ 6.8 cents A$19m Lithium Australi
Slide 4: Investment Momentum
Investment Momentum - an unquestionable positive for natural graphite For personal use only OEMs investing a total of US$1.2 Trillion over the next eight years. Reuters, Oct 2022 BNEF expects cumulative investment in charging stations to exceed US$360 Billion globally by 2030 BloombergNEF, Aug 2022
Slide 5: Graphite: Opportunity Knocks
Graphite: Opportunity Knocks “An irreversible step-change” For personal use only • Benchmark Mineral Intelligence forecasts a global shortage of 6.1M tonnes of natural graphite by 2035 • Benchmark estimates 97 new mines, each producing 56,000tpa, required to meet projected demand by 2035; 25 new min
Slide 6: Evion Business Model
Evion Business Model Our business model is based on producing natural graphite concentrate and For personal use only value adding products for the high value – high demand markets…globally Expandable Graphite JV INDIA Implementation Stage Post Tax NPV US$38M Annual Output Phase 1: 2,000-2,500 tonnes
Slide 7: Maniry Graphite Project, Madagascar
For personal use only Maniry Graphite Project MADAGASCAR
Slide 8: Key Factors for Project Success
7 Key Factors for Project Success For personal use only Financial Return Land Tenure Technical Merits Stakeholders Product Maniry Graphite Project Infrastructure Geopolitics Innovation and beyond. www.eviongroup.com 01 8
Slide 9: Maniry Project Highlights
Maniry Project Highlights For personal use only * * Cautionary Statement: The Exploration Targets reported herein are not JORC compliant Mineral Resources The potential quantity and grade of the Exploration Targets are conceptual in nature, there has been insufficient exploration to determine a Mine
Slide 10: Images of the Maniry Project Area
Images of the Maniry Project Area For personal use only Innovation and beyond. www.eviongroup.com 10
Slide 11: Maniry Project Infrastructure
Port of Toliara For personal use only Maniry Project Infrastructure Solar Hybrid Power Supply Site to Port Access
Slide 12: Madagascar – Preferred Mining Environment
Madagascar – Preferred Mining Environment For personal use only MADAGASCAR KEY POINTS • +100 years graphite production history • Graphite projects being developed and or expanded • Major supplier of graphite into China, USA, Europe and India • Well supported by the World Bank, IFC • Low tax and roya
Slide 13: Madagascar Project – Upside
Madagascar Project – Upside • Razafy North West high-grade area is open at depth For personal use only and in 3 directions • Exploration Target 260-380Mt at 6-8%TGC* • Only 10-15% of the tenements have been thoroughly explored to date • Maniry DFS reflects Q3 2022 pricing; evidence of global cost re
Slide 14: Maniry Project – Planned Schedule
Maniry Project – Planned Schedule For personal use only 2023 - 24 Milestones Jan 23 March June Sept Dec Mar 24 June Sep Dec Offtake Agreement Develop and Planning Statutory Licensing & Permitting Project Financing Front End Engineering & Long Lead Items Project Development Ramp up & Commence Product
Slide 15: JV Expandable Graphite Project, India
For personal use only JV Expandable Graphite Project INDIA
Slide 16: Panthera Graphite Technologies (PGT)
Panthera Graphite Technologies (PGT) (A 50/50 JV with Metachem Manufacturing Company Pvt Ltd) For personal use only • Metachem Manufacturing Company Pvt. Ltd, is a 20+ years experienced producer of Expandable Graphite and other downstream products. • Development will position Evion as the First Prod
Slide 17: Panthera Project Highlights
Panthera Project Highlights For personal use only (1) * (1) – ASX Announcement 27 July 2022 Innovation and beyond. www.eviongroup.com 17
Slide 18: Market Applications
Market Applications For personal use only Fire Retardants (>US$3200/t) Other Applications (US$7000+) • Fire proof building cladding • Graphite foils • Polyurethane foam (construction, automotive) • Gaskets for high temp / pressure / • Polymer compounds and textiles corrosive environments • Rubber pr
Slide 19: Battery Anode Material Project (BAM), Germany
For personal use only Battery Anode Material Project (BAM) GERMANY
Slide 20: Battery Anode Material Plant Scoping Study
Battery Anode Material Plant Scoping Study • Scoping Study completed January For personal use only (1) • Small and Fine flake 2023. product will directly feed EVG Purified Product • Prepared and led by Independent from Maniry to the proposed plant Experts – Wave International with support from leadi
Slide 21: BAM Project Highlights
BAM Project Highlights For personal use only (1) * * Based on scenario 1: 30,000tpa refer ASX Announcement 17 January 2023 Innovation and beyond. www.eviongroup.com 21
Slide 22: BAM Project – The Opportunity
BAM Project – The Opportunity For personal use only • Major global battery(1) producers have committed $US billions to developing gigafactories in Europe. • No BAM plants currently exist in Europe presenting EVG with a huge opportunity • Horizon Europe is the EU’s key funding programme with a resear
Slide 23: Corporate
For personal use only Corporate
Slide 24: Board of Directors & Management
Board of Directors & Management • Over 30 years’ experience in the resources industry including 14 years’ For personal use only George Bauk experience as a listed resources company director Non-Executive • Has held global operational and corporate roles with WMC Resources Chairman and Western Metals
Slide 25: Environmental, Social and Governance
Environmental, Social and Governance Our Commitment and Development For personal use only (1) Innovation and beyond. www.eviongroup.com 25
Slide 26: Highlights: Circulor Partnership and Product Traceability
Highlights For personal use only • Evion has entered into a Strategic Partnership (“the Partnership”) with Circulor to measure and manage its supply chain visibility across the entire process of its Maniry Graphite Mine operations. Product Traceability • Evion’s work with Circulor is a world first i
Slide 27: A Big 2023 for Evion – News Flow
A Big 2023 for Evion – News Flow For personal use only • Commencement of BAM PFS • Offtake Agreements confirmed for Maniry Concentrate • Completion of Maniry Project ESIA to align with Equator Principles • Maniry Project Financing, Licencing and Permitting • Complete Development and Commence Product
Slide 28: For personal use only
For personal use only David Round Tom Revy Paul Armstrong Finance Director Managing Director Executive Director – Read Corporate david.round@eviongroup.com tom.revy@eviongroup.com Phone +61 (0) 421 619 084 Phone: + 61 (0) 411 160 445 Phone: + 61 (0) 411 475 376 Innovation and beyond. www.eviongroup.
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