Nouveau Monde Graphite: Pionier der Graphit-Revolution in Nordamerika
Führung und Strategische Vision
Nouveau Monde Graphite (NMG) wird von einem dynamischen Managementteam geleitet, das sich der Neugestaltung der globalen Batteriematerial-Lieferkette verschrieben hat. Gründer, Präsident und CEO Eric Desaulniers hat die Vision von NMG vorangetrieben, der führende integrierte Produzent von kohlenstoffneutralen Graphitanodenmaterialien in Nordamerika zu werden. Unter seiner Führung hat das Unternehmen strategische Partnerschaften mit Branchenriesen wie Panasonic und General Motors (GM) geschlossen und sich damit als wichtiger Akteur auf den Märkten für Elektrofahrzeuge (EV) und Energiespeicher positioniert. Der Vorsitzende Arne H. Frandsen ergänzt diese Vision durch einen Fokus auf ESG-getriebenes Wachstum, wobei geopolitische Stabilität und nachhaltige Praktiken betont werden. Die kürzliche Ernennung von Karine Doucet zur Vizepräsidentin für Personalwesen unterstreicht das Engagement von NMG für die Talententwicklung im Übergang zum kommerziellen Betrieb.
Vorzeigeprojekte: Phase 2 und darüber hinaus
Die Kernprojekte von NMG drehen sich um seine integrierten Betriebe der Phase 2, bestehend aus der Matawinie-Mine und der Bécancour-Batteriematerial-Anlage, beide in Québec, Kanada, gelegen.
Matawinie-Mine
Eine 25-jährige Tagebaumine, die voraussichtlich 105.882 Tonnen pro Jahr (tpa) hochreines Graphitkonzentrat produzieren wird.
Vollständig genehmigt und "betonfertig", mit bereits durchgeführten Vorarbeiten wie Zugangsstraßen und Strominfrastruktur.
Verwendet konventionelle Bergbaumethoden und Co-Deponie-Schlammtalsysteme, um die Umweltbelastung zu minimieren.
Bécancour-Batteriematerial-Anlage
Verarbeitet das Konzentrat aus Matawinie zu batterietauglichem aktiven Anodenmaterial, maßgeschneidert nach Kundenspezifikationen.
Die Anlage befindet sich im "Batterietal" von Québec, in der Nähe der Phase-1-Demonstrationsanlage von NMG, und nutzt lokale Wasserkraft und industrielle Infrastruktur.
Verwendet gängige Reinigungstechnologien, um operationale Risiken zu reduzieren und sich an globale Standards anzupassen.
Die Aktualisierte Machbarkeitsstudie (März 2025) bestätigt robuste Wirtschaftlichkeit: einen nach Steuern 17,5% IRR und einen NPV von 1,053 Milliarden Dollar, gestützt durch Abnahmeverträge, die mehr als 80% der Produktion der Phase 2 mit Panasonic und GM abdecken.
Langfristige Expansion (Phase 3):
NMG übernahm 2024 das Lac Guéret-Grundstück mit dem Ziel, das Uatnan Mining Project zu realisieren und 500.000 tpa Graphitkonzentrat zu produzieren. Dies positioniert NMG, um auf die prognostizierten Angebotsdefizite in Nordamerika und Europa zu reagieren, während die Nachfrage nach EV steigt.
Finanzielle Widerstandsfähigkeit und Kapitalstrategie
Die finanzielle Lage von NMG spiegelt disziplinierte Planung und das Vertrauen strategischer Investoren wider:
Bargeldbestand: 106 Millionen Dollar zum Stand Dezember 2024, gestärkt durch 100 Millionen Dollar an Eigenkapitalbeteiligungen von Panasonic, GM und staatlichen Fonds sowie 37,5 Millionen Dollar von Mitsui und Pallinghurst.
Projektfinanzierung: 1,6 Milliarden Dollar an Interessenbekundungen von Kreditgebern und Investoren, mit dem Ziel einer endgültigen Investitionsentscheidung (FID) im Jahr 2025.
Regierungsanreize: Berechtigung für einen rückzahlbaren Steuergutschrift von 350 Millionen Dollar im Rahmen des Clean Technology Manufacturing Programms Kanadas.
Bargeldverbrauch und Liquiditätspolster:
Obwohl NMG keine expliziten Verbrauchsraten offengelegt hat, bieten die 106 Millionen Liquidität in Verbindung mit fortschreitender Projektfinanzierung einen Spielraum, um den Betrieb bis zur FID-Entscheidung und dem Beginn des Baus aufrechtzuerhalten. Nach der FID erwartet NMG, die verbleibenden 1,6 Milliarden für den Bau zu beschaffen, wobei die kommerzielle Produktion innerhalb von drei Jahren angestrebt wird.
Kurzfristige Katalysatoren
Endgültige Investitionsentscheidung (FID): NMG befindet sich in fortgeschrittenen Gesprächen mit Kreditgebern und Ankerkunden, um die Bedingungen zu finalisieren, wobei der Baubeginn unmittelbar nach FID erwartet wird.
Localization der Lieferkette: Zusammenarbeit mit Caterpillar für emissionsfreie Bergbaumaschinen und ABB für Elektrifizierungsinfrastruktur unterstreichen die Bereitschaft von NMG, den Bedarf Nordamerikas an lokalisierten Batteriematerialien zu decken.
Genehmigungen und Beschaffung: Detaillierte Ingenieur- und Beschaffungsarbeiten für langfristige Positionen sind im Gange, wobei die Vergabe von Bauaufträgen kurz vor der Freigabe steht.
Langfristige Ambitionen
Netto-Null-Betrieb: NMG strebt an, bis 2030 netto-null Emissionen zu erreichen, ausgehend von seinem kohlenstoffneutralen Status durch die Annahme von Wasserkraft, Reduzierung von Emissionen und verifizierten Kohlenstoffgutschriften.
Marktführerschaft: Bis 2030 plant NMG, 10% der globalen Nachfrage nach natürlichem Anodenmaterial zu decken und dabei von dem prognostizierten 300%igen Wachstum der Graphitnachfrage in Nordamerika zu profitieren.
Kreislaufwirtschaft: Investitionen in Graphit-Recyclingtechnologien und Partnerschaften mit Gigafabriken sollen den Kreislauf bei Batteriematerialien schließen.
Risiken und Minderungsmaßnahmen
Abhängigkeit von der FID: Verzögerungen bei der Sicherung von Fin
Join Kevin Dwyer, a seasoned stock trader, and Robynne Eaton, an entrepreneurial filmmaker, in 'The Mine$tockers' as they embark on a thrilling international quest. Venturing into rugged and often perilous mining territories, they investigate publicly traded mining companies, from gold to base metals, seeking profitable investments and making critical investment decisions.
Their journey digs deep into the lives of local communities and complex relationships between mining operations, environmental stewardship, and Indigenous peoples. With insights from geologists, experts, and Indigenous partners, Kevin and Robynne evaluate each company's environmental and social governance, revealing the intricate balance of industry standards and ethical practices.
Travel alongside them in diverse modes, from RVs to seaplanes, as they uncover the hidden stories and histories of the mining world, offering a unique perspective on the challenges and beauties of the global mining landscape.
But the adventure doesn't stop with watching - viewers can dive into the action themselves with the Mine$tockers Fantasy Trading Pool. This immersive experience allows you to create your own trading portfolio with $100,000 in fantasy bucks and compete against the Mine$tockers throughout the season. The stakes are high: half of the growing cash prize pool goes to the top-performing trader, while the other half is earmarked for a charity of the Mine$tockers' choice. However, if the Mine$tockers themselves clinch the top spot on the scoreboard at season's end, the entire prize pot will be donated to charity. It's not just about watching investments unfold - it's about testing your own trading mettle in this high-stakes, real-time challenge.
Robynne Eaton
Veteran Filmmaker Explores the Mining World
With over 20 years of experience in the film industry as both a producer and actor, Robynne Eaton brings her keen eye and storytelling expertise to Mine$tockers. She'll investigate the history surrounding ESG (Environmental, Social, and Governance) practices and help tell the story of the mining world through her unique perspective.
Unearthing the Details
Robynne's passion for uncovering the truth shines as she delves into the intricacies of mining operations. Her professional film production background and engaging personality allow her to present an unbiased and captivating view of the industry.
Kevin Dwyer
Street Savvy
Former Bay Street trader, Kevin Dwyer, has transitioned from his role as an over-the-counter stock trader in the resource sector to a private investor and adventurer. He now visits mining properties to gain firsthand insights.
Smart Investments
The Mine$tockers believe in making informed investment decisions in the mining industry. They carefully evaluate established and up-and-coming mining stocks, interact with local communities and base their trades on their findings.
Adventure Seeker
With a wealth of experience in the great outdoors, Kevin has traveled to diverse destinations, from the northern wilderness to the southern deserts. He is an avid sportsman, hiker, and adventurer.
Bali(Blue Frenchie)
Where's the Beef?
MineStocker Bali loves to get details of lunch firsthand.
Mines & Travel
Bali will examine the local food highlights while checking out local canine!
Bali Meets The Miners
Who are the people on-site, in the mine office as well as in town? Meet them with Bali, see them from her eyes.
World Travel
Bali has traveled to many fantastic and exciting places for lunch and will lead the way!
Mine$tockers Mission
The Project Mission
Our mission is to serve the global investor by providing high-quality, distinctive information that informs, educates, and entertains. In addition, we exemplify investing in the resource sector to participate in the Green Revolution for personal profit and to benefit our Foundation.The Foundation
Using donations and investment profits donated from the MineStocker show, the MineStocker Foundation aims to offer educational scholarships to young individuals with a keen interest in geological or environmental studies.
Mine$tockers ESG
We believe that getting our ESG proposition right is the right thing to do and will help us with higher value creation.
The Challenge
Like all businesses, are closely linked to environmental, social, and governance (ESG) issues. Despite the ESG difficulties in operating in many developing and emerging countries, we aim to advance sustainable, fair, and diverse communities through engaging entertainment and technology solutions. This dedication encompasses every aspect of our business, including project development, investment management, and stakeholder engagement.Given the pressing global challenges such as climate change, pollution, inequality, and poverty, it is more crucial than ever for responsible businesses like ours to prioritize ESG in their operations. Investors and the public see ESG considerations as a means of gaining a comprehensive view of the companies they invest in. Therefore, Mine$tockers will assess and disclose the ESG of each business we encounter before making any investments.
Summer of 2024
Explore the coming mining boom that's going on in one of the world's mining locations.
Future locations include Nevada, Arizona, northern Ontario, British Columbia, The Yukon, and Argentina, to name a few.
Privacy Policy
In this privacy statement, we explain what we do with the data we obtain about you via https://minestockers.com We recommend you carefully read this statement. In our processing we comply with the requirements of privacy legislation. That means, among other things, that:
we clearly state the purposes for which we process personal data. We do this by means of this privacy statement;
we aim to limit our collection of personal data to only the personal data required for legitimate purposes;
we first request your explicit consent to process your personal data in cases requiring your consent;
we take appropriate security measures to protect your personal data and also require this from parties that process personal data on our behalf;
we respect your right to access your personal data or have it corrected or deleted, at your request.
If you have any questions, or want to know exactly what data we keep of you, please contact us.
Here is our full policy.
Investment Disclosure
The content provided on this website and in Mine$tockers episodes is for informational purposes only and should not be considered as an offer, solicitation, recommendation, or determination by Mine$tockers Inc. for the sale of any financial product or service or the suitability of an investment strategy for any investor.
Investors are advised to consult a financial professional to determine the appropriateness of an investment strategy based on their objectives, financial situation, investment horizon, and individual needs. This information is not intended to serve as financial, tax, legal, accounting, or other professional advice, as such advice should always be tailored to individual circumstances.
The products discussed herein are not insured by any government agency and carry risks, including the potential loss of the principal amount invested. Any information provided is based on both internal and external sources and should not be construed as an endorsement or conclusion regarding a company's financial prospects, resources, or management. Opinions expressed may change and should not be relied upon. It is crucial to seek personalized investment advice for your unique situation.
Natural resources investments are generally volatile, with higher headline risk than other sectors. They tend to be more sensitive to economic data, political and regulatory events, and underlying commodity prices. The prices of natural resources investments are influenced by factors such as the costs of underlying commodities like oil, gas, metals, and coal. These investments may trade on various exchanges and experience price fluctuations due to short-term demand, supply, and investment flows.
Natural resource investments often respond more sensitively to global events and economic data, including natural disasters, political turmoil, pandemics, or the release of employment data.
Investing in foreign markets may carry greater risks than domestic markets, including political, currency, economic, and market risks. It is essential to evaluate if trading in low-priced and international securities is appropriate for your circumstances and financial resources. Past performance does not guarantee future results.
Mine$tockers Inc., its affiliates, family, friends, employees, associates, and others may hold positions in the securities it covers. Some of the companies covered may be paying clients of the production.
No investment process is risk-free, and profitability is not guaranteed; investors may lose their entire investment. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Diversification does not ensure a profit or protect against loss. Investing in foreign securities involves risks not associated with domestic investments, such as currency fluctuations, political and economic instability, and differing accounting standards, potentially leading to greater share price volatility. The prices of small- and mid-cap company stocks generally experience higher volatility than large-company stocks and may involve higher risks. Smaller companies may lack the management expertise, financial resources, product diversification, and competitive strengths needed to withstand adverse economic conditions.
Studio
Toronto Ontario Canada