Nouveau Monde Graphite Inc V.NOU

Graphite deposit comparison

[Mookster3]

Here’s another attempt at comparing several North American graphite deposits as follows; 1) includes measured, indicated and inferred resources and operating expenses as reported in recent PEA or PFS, 2) uses current (not projected) graphite pricing (FOB Europe), as reported by Northern Graphite for their 2023 Lac Des Isle graphite production (NGC website Jan/24; ‘about graphite;- graphite pricing’). Variations in concentrate pricing are as reported by NGC, based on variations in flake size (except Graphite Ck is the average of the other three). It appears that only Lac Gueret would generate enough operating profit, at current pricing, to justify the cost of developing the mine.
 

	NOU Lac Gueret        PQ	NGC Lac Des Isles       PQ	NOU  Metawinie        PQ	GPH Graphite Ck    Alaska
Deposit size mmt	83	5	153	287
Grade %	17.6	6.4	4.3	5.3
Recovered Grade %	15.0	5.8	4.0	4.8
Recovered Ore value C$/t	$131/t	$99/t	$49/t	$61/t
OPEX  C$/t	$40/t	$82/t	$24/t	$73/t
Operating profit C$/t	$91/t	$17/t	$25/t	$-12/t
Concentrate (94% C) C$/t	$ 874	$1710	$1236	$1273
Strip Ratio	1.3:1	4.5:1	1.2:1	2.2:1

[I8thestock]

Great comparison Mookster.  I am a new investor in the stock and very bullish.  However, I need to better understand NOU.  There is only one property that is operational at this point correct? How long has it been operational and what's their current annual output?  

[HarfanddesNeiges]

Good entry point 4C$. Could jump to 8C$ this year if the Management does a good job and deliver what they have said. GLTA

[steve55]

ils n'ont pas un objectif de $15  (price target) selon les analystes?

[MaterialsMan]

What is the name of the one other property that is operational? And, which jurisdictions are involved in your question?

[1student]

MaterialsMan, 18thestock is likely referring to Northern graphite corporation. 18thestock is certainly not speaking to Nouveau Monde Graphite and that previous bulk sample mining program supporting the current validation, qualification and certification of NOU's SPCG "BAM" component product. We know that NGC is the only actual 25,000 tpa process capacity graphite miner in North