Evolution Energy Minerals Limited · ASX:EV1
Evolution Energy Minerals — Corporate Update (September 2025)
20 slides from Evolution Energy Minerals's corporate update, Sep 2, 2025
Slide 1: Webinar Presentation
ASX ANNOUNCEMENT 2 September 2025 Evolution Energy Minerals (ASX: EV1) Webinar Presentation Evolution Energy Minerals Limited (ASX: EV1) (Evolution or the Company) advises the attached presentation will be delivered during the investor webinar to be held today, 2 September 2025 at 11.00am AWST and 1
Slide 2: Strategic Update – 2025
Strategic Update – 2025 Craig Moulton, Executive Director Evolution Energy Minerals – Webinar
Slide 3: Disclaimer
Disclaimer Forward-Looking Statements Disclaimer This presentation contains forward-looking statements and information, which may include, but are not limited to, statements with respect to the future financial and operating performance of Evolution Energy Minerals Limited (“EV1”), its projects, the
Slide 4: Corporate Overview
CORPORATE OVERVIEW Pre-Rights Issue $0.012 $3.4m $1.17m Rights Issue *1 MAJOR SHAREHOLDERS Share price Market Cap Cash Excludes Metric Value (as at 31 Dec 2024) ARCH & MVL Others Top 18 Shares on Issue (pre-raise) 362.65m 30% 35% EVOLUTION ENERGY MINERALS ASX:EV1 ARCH Rights Issue Shares 145.1m MVL
Slide 5: Investment Highlights
INVESTMENT HIGHLIGHTS Development Ready Tanzanian Graphite Project Completed UDFS with binding offtake agreements Strong ESG engagement and support EVOLUTION ENERGY MINERALS ASX:EV1 Significant exploration upside within existing licences MCAP materially below the average of direct peers Major shareh
Slide 6: Peer Comparison
PEER COMPARISON Market Capitalisation (25/05/2025) EVOLUTION ENERGY MINERALS ASX:EV1 EV1 Vs Peers (Avg) *1 A$100m A$80m $73m A$60m A$40m A$20m $5m A$0m Market Cap Ev1 Peers 5
Slide 7: Board and Management
BOARD AND MANAGEMENT Board & Senior Management EVOLUTION ENERGY MINERALS ASX:EV1 Paul Atherley Craig Moulton Gemma Cryan NON-EXECUTIVE CHAIRMAN EXECUTIVE DIRECTOR NON-EXECUTIVE DIRECTOR Paul is an experienced resources executive who Craig Moulton has over 32 years of experience in Gemma Cryan has ov
Slide 8: Chilalo Graphite Value Proposition
CHILALO GRAPHITE VALUE PROPOSITION EVOLUTION ENERGY MINERALS ASX:EV1 Structural Shift in Graphite World-class flake size High margin operation *1 Industry Product qualified with the NPV8 = A$518m, IRR = 32% Chinese export controls YXGC - global #1 processor of Capex = A$183m, Payback = 3.3yrs US tar
Slide 9: A New Vision, Committed to Project Development
A NEW VISION, COMMITTED TO PROJECT DEVELOPMENT Funding Discussions Underway Industry Development Funds Development Banks Infrastructure Funds Technical Partners (BTR) EVOLUTION ENERGY MINERALS ASX:EV1 Project Development Engineering Design Commissioning FID Funding EPC Engagement & & Financial Inves
Slide 10: Chilalo Project Development
CHILALO PROJECT DEVELOPMENT A lot has been achieved Strong local team Excellent community engagement Mining licences & env permits in place Access to land obtained EVOLUTION ENERGY MINERALS ASX:EV1 Good working relationship with Tanzanian Government Definitive Feasibility Study outcomes 9 9
Slide 11: Chilalo Project Development
CHILALO PROJECT DEVELOPMENT Chilalo Mining License Granted ML 569/2017 Area = 9.81km2 EVOLUTION ENERGY MINERALS ASX:EV1 Current Mine Plan 3 Pits West Pit Central Pit West Pit North Pit Plant Process Plant Central Pit Processing on site Includes crushing, milling and flotation Dry stacked tails – i.e
Slide 12: Chilalo Project Development
CHILALO PROJECT DEVELOPMENT E1/E2 Prospects Located 3.5 km East of the proposed Chilalo plant Pre-Resource, (Non-JORC) North Pit Drilled to ~200 m x 80 m • 9.5% TGC • Strip Ratio of 9.7 Potential to avoid over ~$20m CAPEX to divert E1 / E2 • Pre-JORC Prospect Maimbi river West Pit Central Pit • 7.6%
Slide 13: Project Expansion Opportunity
Project Expansion Opportunity Exploration Upside Reduced mining costs and expansion potential Additional mineralised zones identified but not in mine plan Over 8km of EM conductor targets to follow up EVOLUTION ENERGY MINERALS ASX:EV1 LOW-COST PROJECT EXPANSION OPPORTUNITIES TO BE CONSIDERED DURING
Slide 14: OPEX – CAPEX Optimisation
OPEX – CAPEX OPTIMISATION Reduce logistics costs Reduce power costs EVOLUTION ENERGY MINERALS ASX:EV1 Current model based on 20% solar - 80% thermal or LPG Option to ship containers through Mtwara port Revised power source using CNG form Mtwara + solar 13 Combined logistics contract – Fuel, CNG, goo
Slide 15: Evolution’s Commitment To ESG
EVOLUTION’S COMMITMENT TO ESG Environment Social Governance Cultural Heritage Anti-Bribery and Biodiversity Action Plan Management Plan Corruption Policy Climate Change Physical and Diversity Policy Code of Conduct Transitional Risk Assessment Occupational Health Environmental Policy Corporate Gover
Slide 16: Chikundo VHMS Prospect
CHIKUNDO VHMS PROSPECT EVOLUTION ENERGY MINERALS Gossonus sample and Ferricrete out crop from recent field inspection 15 Bismuth Pathfinder chemistry indicating the possible extension of the anomaly to the southwest 15
Slide 17: Summary / Investment Case
Summary / Investment Case Development Ready Tanzanian Graphite Project MCAP A$3.4 million v NPV A$518 million Completed UDFS with binding offtake agreements EVOLUTION ENERGY MINERALS ASX:EV1 Strong ESG engagement and support Significant exploration upside within existing licences MCAP materially bel
Slide 18: Thank you – Questions?
17 EVOLUTION ENERGY MINERALS ASX:EV1 Q&A Thank you – Questions?
Slide 19: Craig Moulton
Craig Moulton Executive Director E: cmoulton@ev1minerals.com.au P: 0406 932 187 ASX:EV1 evolutionenergyminerals.com.au
Slide 20: EV1 Offtake Strategy
EV1 Offtake Strategy ktpa 60 1.5 3.0 4.5 7 7 5.5 Coarse Flake Offtake Fines Flake Offtake 50 • 30,000tpa for 3 years • 100% of fines for 3 years EVOLUTION ENERGY MINERALS Concentrate Production (ktpa) (+3 yr option) • 70% of concentrate 40 revenue • Mechanism to assign to 30 30 30 34 32.5 joint down
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