Evion Group Nl · ASX:EVG
Evion Group Nl — Noosa Mining Investor Conference 2024
23 slides from Evion Group Nl's conference presentation, Jul 17, 2024
Slide 1: Graphite Downstream Producer with Concentrate & Anode Development Plans
For personal use only ASX: EVG Graphite Downstream Producer with Concentrate & Anode Development Plans July 2024 Noosa Mining Investor Conference 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: 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 $7.0M Market Cap (at $0.02 per share as at Heather Zampatti David Round Warrick Hazeldine Craig Lennon 10 July 2024) Non-Executive Chair Managing Dire
Slide 4: Evion's Unique Business Model
Evion’s Unique Business Model End to end business model producing natural graphite concentrate and value adding products for the high value – high demand global markets For personal use only Flake Graphite PSG Graphite Mining ANODES Li-ION Batteries Concentrates Purified Spherical Graphite Madagasca
Slide 5: Graphite Producers
Graphite Producers Global Opportunities to flow – production outside of China is set to expand For personal use only ASX: EVG Innovation and beyond. www.eviongroup.com 5
Slide 6: Maniry Graphite Project
For personal use only Maniry Graphite Project MADAGASCAR ASX: EVG
Slide 7: Maniry Project Highlights
For personal use only Maniry Project Highlights * Cautionary Statement: The Exploration Targets reported herein are not JORC compliant Mineral Resources. The potential quantity and grade of the Exploration Targets are conceptual in nature, there has been insufficient exploration to determine a Miner
Slide 8: Maniry Location
Maniry Location Adjacent to existing large scale operations For personal use only Port of Toliara NextSource Materials’ Molo Graphite Mining Operation Rio Tinto / QMM Mining Operation ASX: EVG Innovation and beyond. www.eviongroup.com 8
Slide 9: Madagascar Current Graphite Activity
Madagascar Current Graphite Activity Significant in-country graphite mines and a long term producer and exporter Gallois – Madagascar Etablissements Gallois (Unlisted) 1 Gallois (Unlisted) 1 Mineral Resource Grading Est 10% TGC For personal use only 2 Toamasina Currently producing est 100,000+ ton
Slide 10: Evion's Pathway to Production
EVION’S Pathway to Production TSX:NEXT Market Cap – CA$ 127M(1) In Madagascar MINE For personal use only DEVELOPMENT & PRODUCTION OFFTAKE PARTNERS IN PERMITTING PROGRESS DEFINITIVE AND FEASIBILITY LICENCE PLANNING FOR STUDY APPROVAL IN ANODE COMPLETED PROGRESS WITH PRODUCTION SUBSTANTIAL WITH STRONG
Slide 11: Madagascar - Robust Mining Jurisdiction
Madagascar - Robust Mining Jurisdiction BENEFITS OF MADAGASCAR For personal use only • +100 years graphite production history • New Mining Code with benefits flowing through to local stakeholders < 8,000 tpa • No Government “free-carried” interests < 8,000 tpa • Graphite projects being developed and
Slide 12: Production Commenced – Expandable Graphite JV India
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 12
Slide 13: 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 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: 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 15
Slide 16: Battery Anode Material Project (BAM) Europe
For personal use only Battery Anode Material Project (BAM) Click to edit Master title style EUROPE ASX: EVG Image: Freepic.com
Slide 17: 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 18: 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 19: Battery Anode Material Project
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 strategy to Caustic Bake, Micronisation & Acid & Caustic be a vertically-integrated supplier of graphite products, enabling it to Q
Slide 20: Battery Anode Material Project 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 21: 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 22: 2024 Planned Activities
2024 Planned Activities 1 Growth in India JV (1) - Strong sales pipeline second half of 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 Per
Slide 23: David Round, Managing Director
For personal use only David Round Managing Director david.round@eviongroup.com Phone: + 61 (0) 411 160 445 ASX: EVG ASX: EVG Innovation and beyond. www.eviongroup.com 23
Evion Group NL — Noosa Mining Investor Conference 2024 on 6ix