Evion Group Nl · ASX:EVG
Evion Group Nl — Non-Deal Roadshow (January 2020)
24 slides from Evion Group Nl's roadshow presentation, Jan 17, 2020
Slide 1: Fast Tracking the Maniry Graphite Project in Southern Madagascar
ASX:BEM 17 January 2020 ASX Announcement Fast Tracking the Maniry Graphite Project in Southern Madagascar BlackEarth Minerals NL (ASX:BEM) (“BlackEarth”, the “Company”) is pleased to release a presentation on the Maniry Graphite Project in Southern Madagascar, which has been successfully fast tracke
Slide 2: About BlackEarth Minerals NL
About BlackEarth Minerals NL BlackEarth Minerals NL (ASX:BEM) is an ASX listed company focussed primarily on the development of its 100% owned Madagascan Maniry and Ianapera graphite projects. For more information, visit https://www.blackearthminerals.com.au/. Ianapera Maniry Above: Maniry Graphite
Slide 3: Fast Tracking the Maniry Graphite Project January 2020
ASX:BEM ACN: 610168191 Fast Tracking the Maniry Graphite Project January 2020
Slide 4: Disclaimer - BlackEarth
DISCLAIMER - BLACKEARTH This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be d
Slide 5: Disclaimer - BlackEarth (Competent Person's Statement)
DISCLAIMER - BLACKEARTH COMPETENT PERSON’S STATEMENT • The information contained in this report that relates to Exploration Results and Mineral Resources has been compiled by Ms Annick Manfrino, a member of The Australian Institute of Geoscientists. Ms Manfrino is the Principal of Sigma Blue and Man
Slide 6: Corporate Snapshot
CORPORATE SNAPSHOT BlackEarth Minerals (ASX:BEM) is a minerals development company led by a team of mining experts that have identified growing trends in graphite demand. The Company’s flagship Maniry Graphite Project is located in Southern Madagascar, with the Bankable Feasibility Study (BFS) curre
Slide 7: Fast Tracking the Maniry Project
FAST TRACKING THE MANIRY PROJECT “BEM has successfully fast tracked the Maniry graphite project to progressing the Bankable Feasibility Study (BFS) Stage, in under 2 years, for a total cost of less than $6m including full overheads” “Over the 2020 calendar year, we will continue to advance the proje
Slide 8: Maniry Project Highlights
MANIRY PROJECT HIGHLIGHTS • The Company has successfully fast tracked its flagship Maniry graphite project in Southern Madagascar, to the Bankable Feasibility Study (BFS) Stage, in under 2 years, for a total cost of less than $6m (including full overheads). • Graphite from the Maniry Project meets s
Slide 9: Maniry Graphite Project Madagascar
MANIRY GRAPHITE PROJECT MADAGASCAR Maniry Project Resources Classification Tonnage Total Tonnage Graphitic Percentage Carbon Indicated 8.0 7.20% 40% Inferred 12.2 6.05% 60% TOTAL 20.2 6.51% 100% Exploration Targets Maniry Project : 260 – 380Mt at 6-8% TGC Ianapera Project: 20 – 34Mt at 10-20% TGC Ia
Slide 10: The 7 Factors for Mining Success
THE 7 FACTORS FOR MINING SUCCESS Land Tenure Infrastructure People Maniry Graphite Project Financial Return Resource, mining and process 8 Geopolitics Product
Slide 11: Project Financial Return
PROJECT FINANCIAL RETURN* Project Life 10 Years NPV @ 10% pre-tax US$ 103M IRR pre-tax 42% Project CAPEX Stage 1 US$ 41M (500ktpa ore) Project CAPEX Stage 2 US$ 29M (1Mtpa ore) Payback for Stages 1 & 2 3.7 years (Stage 1 - Only 2.7 years) Av 30ktpa (Stage 1 – Years 1-3) Annual graphite production Av
Slide 12: BEM's Key Graphite Markets
BEM’S KEY EXPANDABLES – typically +100 Mesh The Maniry project has achieved 400 cm3/g GRAPHITE significantly higher than industry average results of 250 cm3/g MARKETS REFRACTORIES – typically +100 mesh Maniry graphite is highly suitable for refractories with less impurities and the the Flake Type Pr
Slide 13: Large Flake Graphite Product
LARGE FLAKE GRAPHITE PRODUCT Final Concentrate Size and Grade Distribution Master Composite Flake Size (microns) Mesh Mass (%) TGC (%) Super Jumbo >500 38 2.8 95.8 Jumbo 300 - 500 50 - 38 17.3 96.1 59% Large 180 - 300 80 - 50 29.8 95.6 Medium 150 - 180 100 - 80 9.1 95.0 Small 75 - 150 200 - 100 23.6
Slide 14: Fast Tracking the Maniry Project
FAST TRACKING THE MANIRY PROJECT Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2018 Commence Drilling High grade Detailed Maiden Scoping High grade Further BEM confirms trading on the commences at drill results mineralogy Resource & Study & large flake exploration potential for high ASX Maniry rel
Slide 15: Major Newsflow Catalysts - 2020
MAJOR NEWSFLOW CATALYSTS - 2020 Q2 2020 Q3 2020 Q4 2020 Completion of large scale pilot metallurgical program (BGRIMM) as part of BEM’s BFS activities Finalisation of strategic offtake agreements Finalisation of all social / community and environmental pre- construction activities Completion of Bank
Slide 16: Expandable Graphite BEM Results
EXPANDABLE GRAPHITE BEM RESULTS • NGS (Germany) achieved results of 400 cm3/g which exceeded the industry benchmark rate of 250 cm3/g. Refer ASX: BEM Announcement 13/6/19 • Key attributes towards producing an attractive expandable product including moisture, portion of volatile matter, loss on ignit
Slide 17: Refractory Graphite BEM Results
REFRACTORY GRAPHITE BEM RESULTS • Successful sample tests; major properties and quality approved by RHI - China • “The absence or very low content of CaCO3 is an indication that the BEM flake graphite is suitable for the application in the refractory industry and for many other applications” NGS (Ge
Slide 18: BEM Meets Battery Offtake Specifications
BEM MEETS BATTERY OFFTAKE SPECIFICATIONS Maniry Produces Spherical Graphite Market Specifications ASX Release 12 August 2018 • Spherical graphite from Maniry meets specifications required by lithium-ion anode material manufacturers • Spherical graphite production yields of up to 52% achieved vs indu
Slide 19: Madagascar a Global Hub for Coarse Flake Graphite
MADAGASCAR A GLOBAL HUB FOR COARSE FLAKE GRAPHITE Madagascar has been mining and exporting graphite for over 100 years Madagascan importance for large flake “China is believed to have limited resources of larger size flake, especially of extra-large ‘jumbo’ and ‘super-jumbo’ sizes which find use in
Slide 20: Geopolitics Madagascar
GEOPOLITICS MADAGASCAR INVESTMENT RISK INDEX Ontario 84 Quebec 79 MADAGASCAR Madagascar 67 RISK SCORE = 67 Brazil 59 “Low to Moderate Risk” Mozambique* 53 China 51 FACT: India ` 50 Over 90% of graphite is Russia 47 produced from countries and Tanzania* 42 regions considered “riskier” than Madagascar
Slide 21: Geopolitics In-Country Support
GEOPOLITICS IN-COUNTRY SUPPORT • The Company held strategic discussions with the [Madagascan] Minister of Mines and Strategic Resources, Mr Fidiniavo Ravokatra in July 2019. • Understanding the Company’s plans, the Minister has offered his full support given the strategic value that the project hold
Slide 22: Social & Community
SOCIAL & COMMUNITY • Regular communications at village and regional levels • Local services / personnel utilised wherever possible • Furnishing of local classrooms • Working together with Australian Doctors for Africa (ADFA), BEM • Provides logistics services on an ongoing basis • Administrative sup
Slide 23: Investment Case Technical Value
INVESTMENT CASE TECHNICAL VALUE • Simple mining and processing to produce high value, high demand, coarse flake product, which is not competing with Chinese production • Thorough understanding of geology, mineralogy & metallurgy • Majority of the current resource sits on a granted 40 year mining lea
Slide 24: Thank You
THANK YOU Tom Revy Managing Director Level 1, 675 Murray St West Perth, WA, Australia tom.revy@blackearthminerals.com.au Phone: + 61 (0) 411 475 376