The Stage is Set The moment:
I've been waiting a long time for this moment. We all have. We are truly at the cusp of a market movement like no other. Every junior miner would kill to be in the shoes of Northern Graphite. Why? Because there is a paradigm shift that has occurred that can't be undone. NGC will move forward by sheer force of political will.
The Shift:
1. China and USA race to secure critical minerals around the world. China is winning. Winning big time and the USA is desperate to catch up.
2. IRA- Inflation Reduction Act - The push to EV from the USA to reconstitute their vehicle manufacturing status in the world. To help their friends and keep out the Chinese.
3. EV Baterries - The current technology requires graphite. Lots and lots of graphite. And there's no industrial replacement for this in the near future.
4. Canadian Governemnt Commitments - The Canadian Govt has gone ALL IN on EV by putting up over 50 Billion dollars of tax payer money into EV vehicle, battery, and cathode manufacturers. They have invested ZERO $$$$ into anode production.
The last piece has now come to be played and the board is set.
5. Nouveau Monde - Has the first BINDING agreement for production and delivery of ANODE to Panasonic and GM who have also bought into the company with equity stakes.
As you can see. None of these things are directly related to NGC. This is what we have been waiting for. This is the moment.
As much as I have critisized the management for their messaging mistakes, I still see the big picture. I still see that this is the play of a lifetime. Right here right now.
My frustration is with the messaging. Not the boat. Because even if the rowers are playing cards rather than rowing, the tide can't be stopped. And the tsunami behind it is inevitable.
Beware shorters. There's nothing I have enjoyed more over the years more than a short squeeze. Because this one will be epic when it happens. And it will.