Just the facts: Evion Group to begin expandable graphite shipments amid strong demand [Video]

Proactive’s Tylah Tully breaks down ‘Just the Facts’ of the latest news from Evion Group NL (ASX:EVG, OTC:EVIGF).

The company is set to commence shipments of expandable graphite from its 50:50 joint venture near Pune, India, this month. The initial production of 386-400 tonnes has been fully sold and will be shipped promptly.

An additional 500 tonnes of concentrate is ready for production in Q2 and Q3, with material secured under favourable pricing terms.

The JV expects average pricing of US$3,000–$3,300 per tonne, with production costs of US$1,500–$1,750 per tonne, allowing for robust profit margins.

Strong demand could result in sales exceeding 2,000 tonnes in the first full year, generating revenue of US$6-$7 million.

The JV has also secured sufficient graphite concentrate to cover the first six months of operations, ensuring pricing and supply stability.

From November to mid-December 2024, approximately 120 tonnes of material was prepared for export.

Meanwhile, in Madagascar, Evion has made …