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Northern Graphite Corp V.NGC

Alternate Symbol(s):  NGPHF

Northern Graphite Corporation is a mineral resource exploration, development, and production company. It is engaged in the acquisition, exploration, development and production of graphite and other battery mineral properties. It is focused on producing natural graphite and upgrading it into high value products critical to the green economy, including anode material for lithium-ion batteries/EVs, fuel cells and graphene, as well as advanced industrial technologies. Its mining operations and projects include Lac-des-Iles (LDI), Okanjande, Bisset Creek, Mousseau West, and South Okak Project. The LDI graphite mine is located approximately two kilometers south of Lac-des-Iles, Quebec, approximately 110 km northeast of Ottawa and 180 km northwest of Montreal. The Okanjande graphite deposit, located approximately 22 km south of the town of Otjiwarongo, and the Okorusu processing plant. Its products include natural flake graphite, natural flake graphite for friction applications, and others.


TSXV:NGC - Post by User

Comment by 1studenton Sep 02, 2023 8:05pm
68 Views
Post# 35617751

RE:RE:When NeoGraf was put up for sale

RE:RE:When NeoGraf was put up for sale
Ogopogo007 asked "How was it NGC cinched the deal instead of other "interested parties"?

To begin with, the other party or parties which you, Ogopogo007, allude to were never about to give up anywhere remotely near what would amount to a material equity control of their respective companies in order to ink any deal with NeoGraf Solutions LLC stakeholders.
Whether synthetic or natural graphite, there is a ubundance available globally for the purchasing of by or on behalf of the other player or players you refer to as having been interested in purchasing NeoGraf Solutions LLC.
Granted, it is indeed possible that the cost of suitable graphite feedstock material globally will get much more expensive going forward and I'll agree with that which Mr. Jacquemin did assert in regard to such a potential condition re-emerging once again.

As I suggested, the reason why NGC was allowed to come out on top in the process to secure a option to purchase part of or all of NeoGraf Solutions LLC is multifaceted. I'll add to this later.
Just one relevant facet would be the consistency of quality and exclusive "previously negotiated price point" required by "NeoGraf" in order to keep it's overall raw materials "costs to products production" necessarily steady; thus avoiding having to compete "at the market" in future, when everything potentially hits the fan in terms of exorbitant raw materials input costs increases, for what would quite intentioanlly be "made to be" extremely limited availability" of both synthetic graphite feestock and natural flake graphite of the larger mesh size than typcally utilized, which "NeoGraf" technical materials experts require in process manufacturing steps to producing certain most specifc graphite comprised composite materials products supplied for all those blue chip "NeoGraf" customers.
If NeoGraf can't service all those customers with products priced as previously expected, due to exorbitant increases in raw material input costs, NeoGraf loses those customers to competitors who can. 

I won't go on explaining the other various facets supporting the answer to the question "why NeoGraf chose to "walk the aisle" with only NGC". I am sure it would only serve to bore some of you.

Although, I will simply remind you of refer you to the clear understanding which I shared with readers here earlier, as pertains to the two single largest NGC stakeholders working this entire play behind the scenes from the get go, Imerys SA and "SCP Resource Finance LP".

Hugues Jacquemin and the company CFO were brought in to lead and operate this play on behalf of the very corporate entity which didn't want to be seen making a overt  approach to NeoGraf Solutions LLC stakeholders; nor did Imerys SA want to be directly exposed to the inherent risks associated with what NGC was is proposing, both in terms of NGC's sought exposure to any relationship with Graphex Group Limited and NGC's proposed joint venture graphite downstream commercialization relationship with the Hong Kong, China based company's subsidiary Graphex Technologies LLC.

What's more, Imerys SA didn't want to be seen as having a dominant controlling equity position here with NGC because which government on the face of the earth is going to provide government funded capital grants, investment and any other form of assitance to any company which is majority equity controlled by or on behalf of the principals long ago vested of Imerys SA. They have access to more money than God and "SCP Resource Finance LP", Edgewater Capital Partners and anyone else you can think of doesn hold a candle to that kind of a influence globally.
Also, if Imerys SA ever went about  trying to directly purchase NeoGraf Solutions LLC from the various financial investors and stakeholders currently in control of "NeoGraf", you can bet your assets that the price for Imerys SA principals to purchase "NeoGraf" would be inclusive of a heck of a lot more than just the outright equity ownership of NGC and all it's conditionally controlled assets.

The preceding is just some of what Hugues Jacquemin can't or won't tell you. However, I clearly can and have

You are welcome, you unappreciative people.

 
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