Nouveau Monde Graphite Inc V.NOU

NOU - Comments from Pallinghurst - Must Listen

[SmilingDog]

This is a must listen (link below). Hosted by Howard Klein at RK Equity - speaking with the Managing Partner at Pallinghurst, who is NOU's largest shareholder and an extremely well-respected and large resource investor. The discussion around NOU begins at 34:45. 

Why did they invest in Graphite? Market opportunity was obvious: required for EV revolution + China dominates graphite. Why NOU? Looked at every graphite project and NOU was the best. More details in the video of course.

Also worth noting that at the end, where RK Equity/Howard/Rodney disclose their stock holdings, NOU is now included! Huge confirmation from one of the smartest minds in battery metals. They were the only ones screaming from the roof to buy PLL in the months leading up to the TSLA deal. 

https://www.youtube.com/watch?v=DmspwJzTj6Q&feature=push-u-sub&attr_tag=iyh85eibmdBChZOk%3A6

[metalhead666]

Ever hear of "talking your book"?

[SmilingDog]

Of course he's talking his book, I don't think that's lost on anyone. That doesn't mean we should just ignore the commentary and details provided by smart investors. Almost everyone has a bias/is "talking their book" in life/business, the trick is filtering through it to the objective/empirical/helpful parts. Assuming you can do that, you'll find this discussion of