Nouveau Monde Graphite
Primary tickers: NYSE:NMG,TSX:NOU
Stage of development: Development
Primary mineral: Graphite / Anode material for lithium-ion batteries
Project to promote: Integrated mine to anode material project
Project location: Quebec, Canada
Website: nmg.com
Nouveau Monde Graphite is an integrated company developing responsible mining and advanced manufacturing operations to supply the global economy with carbon-neutral active anode material to power EV and renewable energy storage systems. The Company is developing a fully integrated ore-to-battery-material source of graphite-based active anode material in Québec, Canada. With recognized ESG standards and structuring partnerships with anchor customers, NMG is set to become a strategic supplier to the world’s leading lithium-ion battery and EV manufacturers, providing advanced materials while promoting sustainability and supply chain traceability.
Cash: CA$106M
Debt: CA$18M
Major Shareholders:
Investissement Quebec – 17%
Canada Growth Fund (CGF) – 13%
Pallinghurst Group – 12%
Mitsui – 9%
General Motors and Panasonic Energy – 8% each
Management Ownership – 1%
Financials
Management Profile
Marc Jasmin, Director of Global Investor Relations
Part of NMG’s Executive management team, Accountant (CPA) by trade. 25 years investor relations experience, includung three at NMG. Past experience includes institutional and retail brokerage, project finance and financial journalist.
What is your rationale for taking part in 121 Mining Investment?
Stimulate open-market interest, prepare potential Final Investment decision in H2-2025
What recent news would you like to highlight to investors attending?
Investment and signed offtakes from General Motors and Panasonic (Feb 2024). Investment by Investissement Quebec and Canada Growth fund (Dec. 2024). Publication of an updated Feasability study in March 2025 showing NPV of ~1.1 B US$ and an after-tax IRR of 17.5% (unlevered). All key permits in hand. Benefit agreement in place with first nations (Dec. 2024)
What are your key goals in 3 months, 6 months, 12 months?
3 Months:
Raise awareness to our story and the value of our business proposition, to produce carbon-neutral anode material in North America from mine to transformation. Unique postioning in the critical mineral space
6 Months:
Same as 3 months … Raise awareness to our story and the value of our business proposition, to produce carbon-neutral anode material in North America from mine to transformation. Unique postioning in the critical mineral space. Close to or nearing project financing (debt and equity) in H2-2025
12 Months:
Current (phase 2) projects financed and under construction.
What do you see as the key risks and challenges facing your company at the moment and how are you overcoming these?
Challenging environment for critical minerals
What do you think makes your company such a compelling investment?
In a position to answer immediate needs, right here and right now for tier 1 battery or car manufacturers such as our offtakers (GM and Panasonic Energy) One of the only alternatives outside of China that has a fully integrated vertical model in NA with scal and timeleness to market. Steady derisking of project over the years thru the operation of demonstration facilities which allowed us to qualify product samples on commercial scale equipment.
What are the top 3 key investor takeaways?
1) Quality and diversified strategic investors (about 66% ownership).
2) Long term offtakes with Tier 1 customers.
3) Part on North-American onshoring story and willingness to diversifify away from China dominated supply chains