Evion Group Nl · ASX:EVG
Evion Group Nl — Africa Down Under 2023
22 slides from Evion Group Nl's conference presentation, Sep 7, 2023
Slide 1: On the Cusp of Premium Graphite Production in Madagascar
For personal use only ASX: EVG On the Cusp of Premium Graphite Production in Madagascar Africa Down Under – September 2023 www.eviongroup.com
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: Evion Business Model
Evion Business Model Our business model is based on producing natural graphite concentrate and value adding products for the high value – high demand markets…globally For personal use only Expandable Graphite JV 5-10% of INDIA (50/50) Product Est Construction completion Q4, 2023 Post Tax NPV US$38M
Slide 4: Graphite Market Update
For personal use only Graphite Market Update Innovation and beyond. www.eviongroup.com 4
Slide 5: Graphite – A Key Critical Commodity
Graphite – A Key Critical Commodity For personal use only Global Production: Est. 1,300,000 tpa Source : USGS (2022) *As part of the EU critical minerals list ** Assumed critical Innovation and beyond. www.eviongroup.com 5
Slide 6: Graphite – Supply Chain Security Concerns
Graphite – Supply Chain Security Concerns For personal use only • China’s dominance in graphite remains a concern to ROW end- users • China has become a net importer of natural graphite • Two main sources : Mozambique and Madagascar • Environmental restrictions continue to impact China’s natural gra
Slide 7: Graphite – Security of Overall Supply
Graphite – Security of Overall Supply For personal use only Benchmark Mineral Intelligence is forecasting that natural and synthetic graphite anodes will continue to capture the majority of market share up until 2040 Innovation and beyond. www.eviongroup.com 7
Slide 8: Graphite – Market Opportunity
Graphite – Market Opportunity For personal use only An irreplaceable component as part of global decarbonization. Growing demand exists for use in: - Lithium-ion Batteries (energy storage and transport) - Fuel cells (vanadium redox and hydrogen) - Nuclear power industry Deemed a critical mineral by
Slide 9: Maniry Graphite Project, Madagascar
For personal use only Maniry Graphite Project MADAGASCAR
Slide 10: Key Factors for Project Success
7 Key Factors for Project Success F in a n cia l Ret u r n For personal use only La n d T en u r e T ech n ica l Mer it s St a k eh o ld er s Maniry P r od u ct Graphite Project In fr a s t r u ct u r e Geo p o lit ics Innovation and beyond. www.eviongroup.com 01 10
Slide 11: Location of Maniry Graphite Project
Location of Maniry Graphite Project For personal use only NextSource Materials’ Molo Graphite Mining Operation Rio Tinto / QMM Mining Operation Innovation and beyond. www.eviongroup.com 11
Slide 12: Madagascar – Preferred Mining Environment
Madagascar – Preferred Mining Environment BENEFITS OF MADAGASCAR For personal use only • +100 years graphite production history 15,000 tpa • Finalising new Mining Code with benefits flowing 10,000 tpa through to local stakeholders < 8,000 tpa • No “free-carried” interests 170,000 tpa • Graphite proj
Slide 13: Maniry Project Highlights
Maniry Project Highlights For personal use only Permits, Licenses & Agreements Final Binding Offtake Project Finance Board FID * > * Cautionary Statement: The Exploration Targets reported herein are not JORC compliant Mineral Resources The potential quantity and grade of the Exploration Targets are
Slide 14: Maniry Project – Development Path
Maniry Project – Development Path BENEFITS OF A SYSTEMATIC & QUALITY APPROACH TO DEVELOPMENT • DFS completed November 2022 to Class 3 Estimate For personal use only +/- 15% and to IFC Performance Standards • 100% diamond drilled with all core logged & stored • Resource work completed by Snowden Opti
Slide 15: Maniry Project – Development Path
Maniry Project – Development Path THE PATH FORWARD For personal use only • Approval of all necessary permits and licenses including the ESIA (underway) • Completion of the Resettlement Action Plan (RAP) (underway) • Finalisation of key offtake arrangements (underway – negotiations and sample qualifi
Slide 16: Maniry Project
Maniry Project • 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 currently stu
Slide 17: Madagascar Project – Upside
Ma d a g a s ca r P r oject – U p s id e • Razafy NorthWest high-grade area is open at depth and in 3 directions – For personal use only subject to further exploration over the next 12 months • Exploration Target 260-380Mt at 6-8%TGC* • Only 10-15% of the tenements have been thoroughly explored to d
Slide 18: Madagascar - Exploration
Madagascar - Exploration Ianapera Project (100%) For personal use only • Preliminary geophysical evidence indicates the potential for a large concealed system beneath the known mapped extent of the mineralization • The previous Ianapera trenching program was completed with 29 trenches excavated for
Slide 19: Madagascar - Exploration
Madagascar - Exploration Ianapera Project (100%) Ianapera Project • Exploration Target 20-34 Mt at 10-20% TGC Evion (100%) For personal use only • All 5 tenement blocks are granted mining licenses (PE) • Future exploration plans include ground electromagnetic Mkt Cap > A$200M surveys to identify the
Slide 20: Corporate Update
Cor p or a t e U p d a t e BOARD OF DIRECTORS & MANAGEMENT • Over 30 years’ experience in the resources industry CAPITAL STRUCTURE George Bauk including 14 years’ experience as a listed resources Non-Executive company director For personal use only Chairman • Has held global operational and corporat
Slide 21: Company Overview
Company Overview A COMPELLING OPPORTUNITY • 100% ownership of the Company’s flagship Maniry Graphite Project; For personal use only Full Project NPV attributable to EVG shareholders • Stage 1 downstream project (PGT JV Project) is planned to be in production by late 2023 and will act as a partial of
Slide 22: For personal use only
For personal use only David Round Tom Revy Paul Armstrong Finance Director Managing Director Executive Director david.round@eviongroup.com tom.revy@eviongroup.com Read Corporate Phone: + 61 (0) 411 160 445 Phone: + 61 (0) 411 475 376 Phone +61 (0) 421 619 084