RE:BREAKING: Interview with CEO Eric Desaulniers Great job Sergei really strong interview, added you as a subscriber. Very interesting week, we learned/confirmed a lot along with the stock price performance.Therefore I have to change my target range expectation made earlier, I had doubt about the expectation of other members of this board but now I can see the full potential. $4-5 by the end of the year really busy year, nasdaq entrance, financing rounds with major instutional funds/bank possible to see major deal with EV manufacturers and fuel cell giant like plug power. I am expecting a deal with lion electric before 2023 for their major north america battery factory plan which have to supply for 23000 truck a year by 2026. 2022=$5-10 construction of the mine phase 2 and the bacancour factory. 2023-2025=10-15$ positive cash flow, fully operational almost cash back on the initial investment. Now we learned as well they have an confidencial deposits acquisition planning that means Nouveau monde can become a worldwide giant supplier of add valued anode material throught their vertical transformation chain which can lead to well above $30 by 2029 with the graphite shortage.
For the people who believe or concerned there will be a major technical breakthrough like solid state or silicon for battery, I encourage you to watch this video which explain very well why the graphite is not going any where soon from the EV industry.
As our dear Eric said adding Silicon is actually a great news for graphite which will raise perfomance of lithium ion battery and therefore ensure its domination by its cost/KW production and make other technologies obsoleted from this perpective.
This guy goes very in-depth on what Tesla plans for their silicon batteries and he does talk about HPQ which I invested as well and the great futur of graphite. https://youtu.be/AL6xp4fLdFw