After long years of development and refining and honing their technologies, Nouveau Monde Graphite (NOU:TSX) can finally start producing. It's good news too, Graphite price and demand is set to rise substantially by 2025 especially now that there are ~180 new gigafactories set for development and over a trillion invested in the growth and structure of lithium-ion and graphite anodes. With so much invested in the tech and the infrastructures setup there isn’t really anywhere else to go other than lithium ion. We have now spent a decade perfecting the technology and now (02/11/2021) they have Announced the most pure deposit of Graphite Flake in North America.

- Graphite Flake +97 Quality $~1000-/kg
- Graphite 700x Market increase by 2025

Also good news, investors are happy now they are about to see results and NOU has secured new funding to go ahead with Phase 2 of what is planned to become North America’s largest Fully Integrated Anode Material Production Facility. The company is also in a perfect position to supply the EV industry. Their only holdback could possibly ever be is going to be the lack of raw materials, but that is going to drive up the price of graphite if it were to ever happen as well. NOU is ready to begin producing; 200,000 tons of graphite per year by 2022 (previously 100,000) @ 11000/T, in their demonstration facility, and then soon after they expect to produce US$200 million/year 2023-Q1 2025, without taking into account that the current market graphite prices are set to rise by ~700% over the next 5-10 years.

Let me know what you think, thanks.
Fundamental AnalysisNOU

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