Evion Group Nl · ASX:EVG
Evion Group Nl — Investor Presentation (January 2025)
30 slides from Evion Group Nl's investor presentation, Jan 21, 2025
Slide 1: Update to Investor Presentation
21 January 2025 ASX ANNOUNCEMENT Update to Investor Presentation Evion Group NL (ASX:EVG) (“Evion” or the “Company”), refers to the Company’s ASX announcement dated 16 January 2025 titled “Investor Presentation”. The Company provides a revised presentation which includes a competent person statement
Slide 2: Innovation and beyond
For personal use only Innovation and beyond. www.eviongroup.com 1
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 An experienced Board, positioned to deliver the next phase of growth for Evion... EVG For personal use only ASX Code $9.0m Market Cap (at $0.025 per share at 13 Jan24) A$1.36M Heather Zampatti David Round Warrick Hazeldine Craig Lennon Non-Executive Chair Manag
Slide 5: Evion's Key Achievements 2024
Evion’s Key Achievements 2024 – a strong position for growth in 2025 2024 saw Evion achieve several significant milestones that now position the Company for significant growth in 2025 For personal use only India Completion of our Expandable Graphite operations in India (JV) with production commenc
Slide 6: 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 Madagasca
Slide 7: Graphite Producers
Graphite Producers Global Opportunities to flow – production outside of China is set to expand Benchmark forecasts massive future demand for Graphite For personal use only Benchmark Mineral Intelligence recently highlighted a disconnect between critical minerals mines and the demands for batteries,
Slide 8: Production Commenced - Expandable Graphite JV India
EVION G ROU P Production Commenced - Expandable Graphite JV India
Slide 9: Panthera Graphite Technologies
Panthera Graphite Technologies SPECIAL ECONOMIC ZONE PROCESSING FACILITY INFRASTRUCTURE RICH ADJACENT TO HIGHWAY For personal use only Site purchased in Full Production achieved Nov / early 2023 Dec 2024 ASX: EVG Innovation and beyond. www.eviongroup.com 8
Slide 10: Panthera Graphite Technologies
Panthera Graphite Technologies A 50/50 JV with Metachem Manufacturing Company Pvt Ltd For personal use only • The JV has commenced production with plans for 2025 to produce 2,000 – 2,500 pa with capacity to at least double production • Full year gross revenue from production is the range of US$6.4m
Slide 11: Production on track with Strong Sales expected in 2025
Production on track with Strong Sales expected in 2025 Initial production has yielded high value expandable graphite ready for export to Europe from January 2025 with invoicing Revenue this month. For personal use only Extensive quantities of graphite concentrate in stock for the next 6 months p
Slide 12: Panthera Graphite Technologies
Panthera Graphite Technologies A 50/50 JV with Metachem Manufacturing Company Pvt Ltd For personal use only OVER US$5M INVESTED IN OUR STAGE 1 STAGE 2 BY END 2025 IS TO INCREASE STAGE 3 TO DIVERSE PRODUCTION, FACILITY TO PRODUCE 2,000 – 2,500TPA. PRODUCTION TO 4,000 – 4,500 TPA TO PRODUCT MIX AND GR
Slide 13: Our Growth Plans
Our Growth Plans A 50/50 JV with Metachem Manufacturing Company Pvt Ltd For personal use only • The Expandable Graphite market has previously been dominated by China • Production is expected to reach US$ 707million per annum by REVENUE 2030 (1). US$ $30M - • Evion & PGT plan to achieve a $35M signif
Slide 14: 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 15: Madagascar
For personal u roup | ASX:EVG
Slide 16: Madagascar - Robust Mining Jurisdiction
Madagascar - Robust Mining Jurisdiction BENEFITS OF MADAGASCAR & MANIRY REGION For personal use only • Our Project is adjacent to a new and existing mine operation (Molo – Next Source Materials Inc) with a market capitalisation of ~CA$152m (1&2) 10,000 tpa • +100 years graphite production < 8,000 tp
Slide 17: 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 16
Slide 18: Madagascar Activity - Short term actions
Madagascar Activity – Short term actions • Appointment of Ms Lydia Boarlaza and management in country experienced in taking For personal use only graphite projects from exploration to development and production(1) • The Madagascan Government recently confirmed the approval for the transformation of
Slide 19: Evion's Pathway to Production in Madagascar
EVION’S Pathway to Production in Madagascar TSX:NEXT Market Cap – CA$152M(1) 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 20: Maniry Project Highlights
Maniry Project Highlights Pathway to Production Maniry NPV Expansion Potential (Activities Underway) For personal use only US$263m Reserve: 100% Probable - 16.2M at 6.6% TGC ESIA Pre-tax Resource: 40.0Mt at 6.5% TGC Finalise Offtake Indicated – 16.7Mt at 6.9% TGC US$205m Inferred – 23.3Mt at 6.1% TG
Slide 21: Battery Anode Material Project (BAM) Europe
For personal use oniy EVION G ROU P Battery Anode Material Project (BAM) Europe
Slide 22: Battery Anode Material Project
Battery Anode Material Project GLOBAL GIGAGACTORY NETWORK AND TESLA'S EV BATTERY PRODUCTION (1) 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 secu
Slide 23: Battery Anode Material Project
Battery Anode Material Project SCOPING STUDY RESULTS(1)2023 Maniry For personal use only Concentrate • The Maniry DFS and the BAM Scoping Study are central to Evion’s strategy to be a vertically-integrated supplier of graphite products, enabling it to capitalise on the forecast surge in demand from
Slide 24: Battery Anode Material Project
Battery Anode Material Project SCOPING STUDY RESULTS(1)2023 DEVELOPMENT PLANS • 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 N
Slide 25: 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 26: 2025 Planned Activities
2025 Planned Activities (1) For personal use only 1 Growth in India JV - Strong sales pipeline 2024 -2025 - 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 –
Slide 27: Maniry Project Exploration Target
Maniry Project Exploration Target A description of the datasets, assumptions and methodologies used to derive the Exploration Targets are provided below: Drilling and Assay Data • Drilling was undertaken at four separate Prospects and was completed either by Malagasy Minerals Limited in February 201
Slide 28: Maniry Project Mineral Resource
Maniry Project Mineral Resource A breakdown of the Maniry project Mineral Resource is as follows: For personal use only Source: ASX Announcement 9 August 2022 ASX: EVG Innovation and beyond. www.eviongroup.com 27
Slide 29: Source Data
Source Data Company Code Market Cap. Project Stage of Mineral Mineral Mineral Mineral Resources Ore Reserves Source Document Development Resources Resources Resources (Total) (Measured) (Indicated) (Inferred) NextSource TSX:NEXT ~CA$152M at Molo Producer 23.622Mt 76.746Mt 40.915Mt Total Measured Ore
Slide 30: For personal use only
- EVION G ROU P David Round Managing Director david.round@eviongroup.com Phone: +61 (0) 411 160 445 Visit Our Website eviongroup.com i “Evion Group | ASX-EVG
Evion Group NL — Investor Presentation (January 2025) on 6ix