Evolution Energy Minerals Limited · ASX:EV1
Evolution Energy Minerals — Investor Presentation (2023)
21 slides from Evolution Energy Minerals's investor presentation, 2023
Slide 1: Strategic Collaboration with the #1 Global Battery Anode Company
Eneney WiKERALa nn So STRATEGIC COLLABORATION WITH THE #1 GLOBAL BATTERY ANODE COMPANY ASX:EV1 evolutionenergyminerals.com.au
Slide 2: Evolution Energy Minerals • Investor Presentation
‐ ‐ Evolution Energy Minerals • Investor Presentation
Slide 3: Share Price (A$/share)
$0.40 $0.35 Share Price (A$/share) $0.30 $0.25 $0.20 $0.15 $0.10 $0.05 $- Evolution Energy Minerals • Investor Presentation
Slide 4: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 5: BTR overview
Can we put an image over here? Listed on the Beijing Stock Exchange (market cap US$3.4 Make the text bullets? billion) 26% overall anode market share, 60% natural graphite anode market share Tier 1 customer base including CATL, Panasonic, LG, SK, BYD, Tesla and Samsung Within China, BTR have 5 natur
Slide 6: BTR to become 9.9% shareholder
Downstream BTR to become 9.9% Jointly assessing downstream 100% of Chilalo fines (-100 mesh) shareholder processing into battery anodes 3 year term (+3 year option), 22M shares $0.22 ($4.9M) Initial focus on North America subject to assignment to joint but investigate other downstream entity Conditi
Slide 7: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 8: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 9: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 10: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 11: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 12: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 13: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 14: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 15: YXGC offtake: 30,000tpa for 3 years
30,000tpa for 3 years 100% of fines for 3 years 70% of concentrate (+3 yr option), subject to revenue assignment to joint downstream entity YXGC are the global leader for expandable graphite Market prices agreed bi- (EG) and foil laterally Electronics, fuel cells, Conditional on: seals, gaskets, fla
Slide 16: Evolution Energy Minerals • Investor Presentation
• • • • Evolution Energy Minerals • Investor Presentation
Slide 17: Ford and CATL announce US$3.5 billion EV factory
In February, Ford and CATL announced plans to build a US$3.5 billion EV factory in Michigan. Ford will control 100% of the plant and licence LFP battery technology from CATL Evolution Energy Minerals • Investor Presentation
Slide 18: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 19: Evolution Energy Minerals • Investor Presentation
Evolution Energy Minerals • Investor Presentation
Slide 20: Key Catalysts
Key Catalysts Chilalo project financing Downstream developments and binding downstream agreement with BTR
Slide 21: Managing Director contact
EVOLUTION ENERGY MINERALS Phil Hoskins Managing Director E: info@eviminerals.com.au P: +61 8 9200 3426 ASX:EV1 evolutionenergyminerals.com.au
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