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Nouveau Monde Graphite Inc V.NOU

Alternate Symbol(s):  NMG

Nouveau Monde Graphite Inc. is a Canada-based company, which is specialized in the exploration, evaluation and development of mineral properties located in Quebec. It is focused on developing a fully integrated source of carbon-neutral battery anode material in Quebec, Canada. The Company’s projects include Phase-2 Matawinie Mine, Becancour Battery Material Plant projects and Lac Gueret property. The Company owns a 100% interest in the Matawinie graphite property located in Saint-Michel-des-Saints, 150 kilometers (km) north of Montreal, Quebec. The project produces approximately 103,328 tons per annum (tpa) of high-purity flake graphite concentrate. Its Battery Materials Plant projects is located in an industrial park and near a shipping port in Becancour, Quebec, approximately 150 km northeast of Montreal, on the Saint Lawrence River. The Company owns the 100% of the rights to the Lac Gueret property, which consists of 74 map-designated claims totaling 3,999.52 hectares.


TSXV:NOU - Post by User

Comment by BlueMagicon Dec 21, 2020 11:13pm
169 Views
Post# 32158717

RE:Interesting company

RE:Interesting companyAffirmative ! 

Today it's the most advanced project in the western world. In 10-15 years NOU will be the biggest anode material producer outside China and also doing recycling. 

With 60KT anodes = ~255M$ 
        40KT flakes   =  ~50M$  

total ~ 300M$ EBITDA - taxes 26,6% (2019 Quebec) - interest - royalty etc. 

Let's say ~200M$ net  / 600M shares = 0,33 dividend 

P/E ratio 12$/shares / 0,33 = 36,36
The average P/E ratio in mining industry in the US in January 2020 was at 36,92 

200M$ • 26 years= 5.2B / 600M shares = 8,66

When they get the permit and a big offtake agreement the correct SP for NOU should be minimum 9$ 

Albemarle P/E ratio Feb 2020 = 39,56
Tesla P/E ratio 1242,56 ! 

Put more than 1000$ if you're able !

MAX  600M shares fully diluted IMO with the next financing round. 

And 60KT/Y anode material it's only the beginning
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