Slide 1: Expandable Graphite Producer with Concentrate & Battery Anode Development Plans
For personal use only ASX: EVG Expandable Graphite Producer with Concentrate & Battery Anode Development Plans Benchmark Week 2024 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 $13.0M Market Cap Heather Zampatti David Round Warrick Hazeldine Craig Lennon (at $0.037 per share on 7 Nov Non-Executive Chair Managing Director N
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 Purified Spherical ANODES Li-ION Batteries Concentrates Graphite Madagasc
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 Madagascar
For personal use only Maniry Graphite Project MADAGASCAR ASX: EVG
Slide 7: Evion's Pathway to Production in Madagascar
EVION’S Pathway to Production TSX:NEXT Market Cap – CA$93.4M(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 8: Maniry Project Highlights
Maniry Project Highlights Pathway to Production Maniry NPV Expansion Potential (Activities Underway) For personal use only US$263m Reserve: 16.2M at 6.6% TGC ESIA Pre-tax Resource: 40.0Mt at 6.5% TGC Indicated – 16.7Mt at 6.9% TGC Finalise Offtake Inferred – 23.3Mt at 6.1% TGC US$205m Permits & Lice
Slide 9: Maniry Location - Adjacent to existing large-scale operations
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 9
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: Madagascar - Robust Mining Jurisdiction
Madagascar - Robust Mining Jurisdiction BENEFITS OF MADAGASCAR For personal use only • +100 years graphite production history 10,000 tpa • New Mining Code with benefits flowing through to local stakeholders < 8,000 tpa 170,000 tpa • No Government “free-carried” interests < 8,000 tpa • Graphite proje
Slide 12: 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 For personal use only exploration to development and production (1) • The Madagascan Government has indicated a commitment to the processing of pending m
Slide 13: 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 13
Slide 14: Panthera Graphite Technologies
Panthera Graphite Technologies A 50/50 JV with Metachem Manufacturing Company Pvt Ltd For personal use only Metachem Manufacturing Favourable fiscal terms for Company Pvt. Ltd, is a 20+ years foreign investors in India experienced producer of Expandable Graphite The expandable graphite market is exp
Slide 15: Panthera Graphite Technologies
Panthera Graphite Technologies A 50/50 JV with Metachem Manufacturing Company Pvt Ltd For personal use only OVER US$5M INVESTED IN OUR STAGE 1 STAGE 2 BY END 2025 IS TO INCREASE STAGE 3 TO DIVERSE PRODUCTION, FACILITY TO PRODUCE 2,000 – 2,500TPA. PRODUCTION TO 4,000 – 4,500 TPA TO PRODUCT MIX AND GR
Slide 16: Our Growth Plans
Our Growth Plans A 50/50 JV with Metachem Manufacturing Company Pvt Ltd For personal use only • The Expandable Graphite market has previously been dominated by China • Production is expected to reach US$ 707million per annum by REVENUE 2030 (1). US$ $30M - • Evion & PGT plan to achieve a $35M signif
Slide 17: Full production at Panthera Graphite Technologies
Full production at Panthera Graphite Technologies For personal use only Initial production has yielded high value expandable graphite ready for export to Europe in November & December 2024 to coincide with first sales and revenue. Expandable Graphite is used extensively in EV and other automobil
Slide 18: Panthera Graphite Technologies
Panthera Graphite Technologies A 50/50 JV with Metachem Manufacturing Company Pvt Ltd Financial Metric Unit Panthera Evion’s Share HIGHLY PROFITABLE AND SCALEABLE For personal use only Graphite JV Evion Ownership (%) 100% 50.00% • Feasibility Study concluded previously indicating strong financial re
Slide 19: 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 commenced early 2023 November 2024 ASX: EVG Innovation and beyond. www.eviongroup.com 19
Slide 20: 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 21: 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 22: 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 23: 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 Caustic Bake, Micronisation & Acid & Caustic strategy to be a vertically-integrated supplier of graphite products, Quench & Spheron
Slide 24: 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 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: 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 27: David Round, Managing Director
For personal use only David Round Managing Director david.round@eviongroup.com Phone: + 61 (0) 411 160 445 ASX: EVG Innovation and beyond. www.eviongroup.com 27