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Bullboard - Stock Discussion Forum 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... see more

TSXV:NOU - Post Discussion

Nouveau Monde Graphite Inc > Napkin Math = Speculaation
View:
Post by WendelJames on Jan 01, 2021 4:37pm

Napkin Math = Speculaation

This mine is projected 100,000 tons a year X 25 years X $1500 USD per ton (as much as $6,800 per ton for purified graphite) = minimal $3.7 Billion USD of graphite in the ground (in the frigging ground FFS)

With processing value added we are looking a company with a market cap over $3.7 Billion USD (minimal estimate)

Today the market cap is $270 Million CAD = $2,26 Million USD (WTF unbelievable only $226 Million give me a break and Quantumscape worth 40 Billion with nothing)

Therefore we could conservatively see over 10X growth in share price in the next 3-4 years. 
IMO (WTF 3-4 years? Could be a lot sooner we just need some big boys to acknowledge this project)

do not invest on what I just wrote, check this out for yourself, I've been wrong twice in my life before.

It is New Year’s Day and it could be the nice Niagara Sparkling White wine talking.
Comment by BlueMagic on Jan 01, 2021 8:15pm
I think the minimum is from october 2018 FS ; post tax NPV 575M USD  3,7B seems incorrect  But you're right with value added graphite it will be higher than 575M USD 
Comment by Burton on Jan 01, 2021 8:26pm
2018 NPV was without the +25% graphite ressources update from the mine and without forge nano enhancement and Becancour vertical integration. Looking at their EBITDA on investor documents website, most confident that we will reach 3,5-4G$ maybe 5G$ when fully deployed and purchasing graphite from other producer to scale up anode material production to more than 60t/year. New feasibility study for ...more  
Comment by BlueMagic on Jan 01, 2021 8:36pm
Totally agree with you burton. And don't forget 60Kt it's for 600 000 cars. We need more graphite anodes !  In ten years NOU will be a very huge cie. 
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