View
227
Download
3
Category
Preview:
Citation preview
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Matawinie Graphite Project
High Purity Flake Graphite Deposit in North America
CORPORATE PRESENTATION
June 2017
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.2
DisclaimerThe information set out in this presentation (the “Presentation”) has been produced by Nouveau Monde Mining Enterprises Inc. (the “Corporation” or “Nouveau Monde”) as of August 1,
2016 and is being made available to recipients for information purposes only. It does not constitute, nor is it intended to be an offer to sell, or an invitation to subscribe for, or purchase, any
securities in the Corporation. The information set out in this Presentation has not been independently verified and may be subject to updating, completion, revision and amendment. The
Presentation does not purport to summarize all the conditions, risks and other attributes of an investment in the Corporation.
The Presentation and its contents are strictly confidential and may not be reproduced or redistributed, in whole or in part, to any other person. By receiving this Presentation you
acknowledge that you will be solely responsible for your own assessment of the market and the market position of the Corporation and that you will conduct your own analysis and be solely
responsible for forming your own view of the potential future performance of the Corporation’s business. The distribution of the Presentation may in certain jurisdictions be restricted by
law. Persons into whose possession the Presentation may come are required by the Corporation to inform themselves about and to comply with all applicable laws and regulations in force in
any jurisdiction in or from which they invest or receive or possess the Presentation and must obtain any consent, approval or permission required under the laws and regulations in force in
such jurisdiction, and the Corporation shall not have any responsibility or liability for these obligations. No representation or warranty (express or implied) is made as to, and no reliance
should be placed on, any information, including projections, estimates, targets and opinions, contained herein, and no liability whatsoever is accepted as to any errors, omissions or
misstatements contained herein, and, accordingly, none of Nouveau Monde or any of its directors, officers or employees accepts any responsibility for the information, statements, matters,
facts or opinions stated herein, or any liability whatsoever arising directly or indirectly from the use of or any act or omission undertaken in reliance on the Presentation.
Forward-Looking Information – This Presentation contains “forward-looking information” within the meaning of Canadian securities legislation. All information contained herein that is
not clearly historical in nature may constitute forward-looking information. Generally, such forward-looking information can be identified by the use of forward-looking terminology such as
“plans”, “expects” or “does not expect”, “is expected”, “budget”, “scheduled”, “estimates”, “forecasts”, “intends”, “anticipates” or “does not anticipate”, or “believes”, or variations of such
words and phrases or state that certain actions, events or results “may”, “could”, “would”, “might” or “will be taken”, “occur” or “be achieved”. Forward-looking information is subject to
known and unknown risks, uncertainties and other factors that may cause the actual results, level of activity, performance or achievements of the Corporation to be materially different from
those expressed or implied by such forward-looking information. Although the Corporation has attempted to identify important factors that could cause actual results to differ materially
from those contained in the forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such
forward-looking information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such forward-looking information. Accordingly,
readers should not place undue reliance on forward-looking information
Cautionary Statements Regarding Mineral Resource Estimate – These tables use the terms “Measured”, “Indicated” and “Inferred” Resources. United States investors are advised that
while such terms are recognized and required by Canadian regulations, the United States Securities and Exchange Commission does not recognize them. Mineral Resources that are not
Mineral Reserves do not have demonstrated economic viability. There is no guarantee that all or any part of the Mineral Resource will be converted into a Mineral Reserve. Inferred Mineral
Resources represent material that is considered too speculative to be included in economic evaluations. Environmental, permitting, legal, title, taxation, socio-political, marketing, or other
relevant issues may materially affect the estimate of Mineral Resources. In addition, there can be no assurance that Mineral Resources in a lower category may be converted to a higher
category, or that Mineral Resources may be converted to Mineral Reserves.
The content of this Presentation is not to be construed as legal, business, investment or tax advice. Each recipient should consult with its own professional advisors for any such matters and
advice. Neither this Presentation, nor any part of it nor anything contained or referred to in it, nor the fact of its distribution, should form the basis of or be relied on in connection with or act
as an inducement in relation to a decision to purchase or subscribe for or enter into any contract or make any other commitment whatsoever in relation to any securities of the Corporation.
The Corporation has not been and will not be registered under the United States Investment Company Act of 1940, as amended, or the US Securities Act of 1933, as amended. This
Presentation is subject to Quebec law, and any dispute arising in respect of this Presentation is subject to the exclusive jurisdiction of the Quebec courts.
Qualified Person – Eric Desaulniers, M.Sc., P.Geo., President and CEO of Nouveau Monde and a Qualified Person as defined by National Instrument 43-101 (“NI 43-101”) guidelines, has
reviewed and approved the technical content of this Presentation.
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Nouveau Monde: Exploring the ‘New World’Nouveau Monde started exploration in 2012 with advance geophysics technology
exploring about 10,000 km² of untapped territories in the same geological setting as the
only significant mine in North America, owned by Imerys Graphite & Carbon
Matawinie : The only major North American
graphite discovery since 2001!3
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.44
Nouveau Monde – Mission Statement
Mission Statement
Nouveau Monde’s goal is to become a major low-cost producer of anode
material for Lithium-ion batteries and other value-added graphite products
with the industry’s lowest environmental footprint, driving sustainable
development in the Upper-Matawinie region.
“What we want to build in Québec is not just a place where people
buy and drive electric vehicles, but a hub for the electric vehicle
industry, similar to our aeronautics industry.”
- Philippe Couillard, Premier of Québec
June 20, 2016 – EVS29 Conference in Montréal, QC
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.55
Executive Summary
Market Opportunity
▪ Lithium-ion batteries (“LiBs”) are at the center of a global environmental revolution, driven by
a growing shift to electric vehicles and energy storage. Large LiB manufacturers are investing
heavily into battery gigafactories in China and North America, leading to significant anticipated
growth for battery raw materials
▪ With up to 150kg of graphite required for the LiB in an electric vehicle, new sources of graphite
are in demand, specifically in North America where there is currently limited supply
▪ The only significant graphite mine in North America owned by Imerys Graphite & Carbon is
expected to be depleted around 2020, opening market share in the traditional graphite market
About Nouveau Monde
▪ Discovered a world class graphite deposit in Québec, Canada (“Matawinie Project”)
▪ Currently advancing the Matawinie Project to capitalize on growing demand for battery grade
graphite material in North America
▪ Nouveau Monde’s competitive advantages include:
− Quality: high purity graphite and large flake distribution, two critical economic attributes
− Location: strong economics due to local infrastructure and proximity to customers
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Management and DirectorsSENIOR MANAGEMENT
ERIC DESAULNIERS, MSc, P. Geo
Founder, President, Chief Executive Officer, Director
▪ 11 years of experience as a Professional Geologist
with a Masters degree in Geophysics
▪ Executed geoscientific mandates for multiple
international companies such as Aramco, Shell,
NASA, BRGM and GSC
▪ 7 years as an Infantry Officer with Canadian Forces
CHARLES-OLIVIER TARTE, CPA, CMA
Chief Financial Officer
▪ Financial Controller from 2011 to 2016 for Imerys
Graphite & Carbon; the only currently producing
graphite mine in North America.
▪ Responsible of the financial management of 3 sites
and 2 corporations (Canada & USA): Open pit mining
site, value-added processing plant and sales office.
BOARD OF DIRECTORS
MICHEL DELSAER, Executive Director
▪ Over 45 years of experience in coordination, planning,
control and management of major projects in all fields.
PIERRE RENAUD, Lawyer, MPA
▪ Former President of the Bureau d’Audience Publique
en Environnement (BAPE) from 2007 to 2012
MARC PRUD’HOMME
▪ Owner of the Auberge du Lac Taureau and respected
business administrator based in St-Michel-des-Saints.
GUY BOURASSA
▪ President & CEO of Nemaska Lithium Inc
(TSX:NMX) since January 2008
JEAN-PHILIPPE AUBÉ, CPA, CA
YANNICK BEAULIEU, CPA, CA, MBA
NATHALIE JODOIN, Ing., Lawyer
▪ Metallurgical engineer, Québec bar member and
currently a Patent Attorney with ROBIC
6
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.77
Technical TeamALAIN MERCIER, Ing., PMP – Project Manager
▪ Over 25 years of experience in the industrial and
manufacturing sectors
▪ Led development and execution phase of numerous
large mining projects for companies such as Glencore,
Sheritt International and Stornoway Diamonds
SERGE BUREAU, MSc, Eng. – Mining Development
▪ Geological Engineer with 30 years of experience in
mining, including 25 years in operating companies
▪ Held managerial positions including Manager
Mining Engineering and Geology at Barrick Gold
Corporation where he brought projects from
exploration to production
ZHENGLI (Andrew) TAN – MSc Eng - Technical Director
▪ Over 20 years of experience in Graphite & Carbon
industry
▪ Former General Manager of a Value-Added graphite
plant in China for SGL Group
▪ Developed a commercial scale high temperature
graphite purification plant
ANTOINE CLOUTIER, P. Geo – Chief Geologist
▪ Professional Geologist with 13 years of experience
in the mining industry
▪ Discovered the Nouveau Monde graphite
mineralization (named it Matawinie “Tony” block)
after two years of exploration
ARMANDO FARHATE, B.Eng, MBA – Market Leader
▪ Former COO for Nationale de Grafite in Brazil in
charge of 3 graphite mining and processing plants
▪ Former Natural Graphite Product Director at Imerys
Graphite & Carbon in charge of Lac-des-Iles Mine
and the Value-added processing plant in Terrebonne
MATRIX ADVISORS – Corporate Development
▪ New York City based firm founded in 2009 by
Richard S. Fuld, Jr. offering strategic, financial and
corporate development services
▪ Responsible for establishing connections with major
financial partners and potential graphite offtakers
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.88
Corporate Structure
STOCK INFORMATION
TSX.V (Canada): NOU
OTCQB (U.S.): NMGRF
FSE (Germany): NM9
Share Price (6-mo range): $0.22-$0.38
Market Value (6-mo range): $20-$32M
CAPITAL STRUCTURE
Common Shares 85M
Warrants 25M
Options 8M
Fully Diluted 118M
Debt $0
INSTITUTIONAL SHAREHOLDERS
Strong Institutional Support (collectively holding above 20% of shares)
Largest association of credit unions in North America
Major Québec Government fund to invest in Québec mineral exploration companies
Québec’s largest central labor body
Second biggest pension fund in Canada
*All currency in Canadian Dollars (CAD). Market data and financial data as of June 2017.
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.99
Introduction to Natural Graphite
What is Graphite?
▪ One of three crystalline forms of carbon (along with coal and diamond)
▪ A versatile industrial mineral with unique physical properties:
− Strong → highest natural strength and stiffness of any material
− Conductive → excellent electrical and thermal conductor
− Resistant
• High melting point (thermal resistant up to 3,000 oC)
• Chemically inert → high corrosion resistance
• Mechanical stress resistant
− Lightweight, flexible and malleable
− Superior natural lubricity for use in greases and lubricants
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Current Graphite Market
China and the steelmaking industry have long dominated the global graphite market
Global Production by Geography Graphite End-Uses
~70% of graphite supply comes from China Steel industry → largest consumer of graphite
Global annual graphite consumption:
1.1 million tonsTypical mine production: ~10,000-20,000 tpy
67%
15%9%
2%7%
China India Brazil Canada Other
Refractories
35%
Batteries
25%
Lubricants,
Crucibles
10%
Foundry
7%
Pencils
4%
Other
19%
Current North American market
Consumption : 80k tpy
Production : 20k tpy
For LiB : historically not significant
Source: VSA Capital; Benchmark Minerals; Roskill.
10
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Graphite Forms and Applications
Graphite is highly variable in terms of quality, properties and industrial uses
▪ Qualities such as flake size and purity of graphite crystals directly affect its properties, leading to differences in industrial end-use applications as well as pricing
▪ There are 3 primary types of natural graphite with different qualities, processing techniques and uses:
Amorphous
Vein / Lump
Flake
▪Low quality; low purity; low price
▪Supply concentrated in China (90%)
▪Highest quality but small niche market
▪Sourced from Sri Lanka
▪High quality; premium pricing
▪Occur in various flake sizes
▪Refractories / Steelmaking
▪Recarburisers
▪Refractories
▪Lithium-ion batteries
▪Expandable & Expanded
▪Refractories
Type Commentary Applications
55%
<1%
45%
Global
Supply (%)
Source: Dundee Capital Markets.
Nouveau Monde’s deposit contains natural flake graphite –
flake graphite prices vary based on concentrate purity and flake size
11
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.1212
▪ Electric vehicles (“EVs”) and energy storage expected to drive battery demand
▪ Significant investment into lithium-ion battery factories
− Up to 150kg or more flake graphite may be required for one EV
Emerging Graphite MarketNew technologies are at the center of a global environmental revolution and re-energizing
the graphite industry
Source: Brandon Hill Capital; Dundee Capital Markets; Benchmark Minerals; U.S. Geological Survey; U.S. Department of Energy; greencarreports.com.
Li-ion Batteries
▪ Currently testing and developing pebble bed reactor designs
▪ U.S. → 400,000 tons of graphite for multiple new 100 GW reactors anticipated by 2020
Nuclear Power
▪ Occurs naturally in graphite → outstanding properties for multiple applications
− World’s thinnest and most conductive material
− 200x stronger than steel; stretchable, transparent, flexible and impermeable
Graphene
▪ Expected to replace combustion engines → more efficient conversion of fuel to energy
▪ Natural graphite → key raw material (avg. ~80kg graphite)
Fuel Cells
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Growth Drivers: Lithium ion Gigafactories are coming!Leading global manufacturers are investing massively into lithium-ion battery
gigafactories in Asia, Europe and North America to meet anticipated demand
Source: Benchmark Mineral Intelligence;
13
>450,000 tpy of flake graphite needed to supply 228 GWh yearly battery production by 2020
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Nevada
Gigafactory
Only producing graphite
mine in North America
Matawinie
Graphite Project
1
1
2
11
Matawinie Project Location – Québec, Canada Nouveau Monde is well positioned to supply the emerging North American lithium-ion battery market
1
23
1 24
8
7
1111
105 6
9
Nevada
Gigafactory
Michigan Battery Plant
2
5
4
Michigan Battery Plant
3
Nevada Battery Plant
Michigan
Battery
Plant
6 7
Texas Plant
Tennessee
Plant
1
1111
8
North Carolina Battery Plant
9
Ontario Plant
Indiana Plant
10
Short term local demand of 140,000 tpy
of flake graphite for LiB alone
14
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Tesla’s Market Impact
Tesla’s Gigafactory alone is expected to require multiple new graphite mines, with a
preference for North American graphite sources
Source: Bloomberg News; Brandon Hill Capital.
“Depending on one’s assumptions, […] between 6 and 9 new graphite mines
will be required just to supply the Tesla battery plant.”
April 2, 2015
“Tesla Motors Inc., […], plans to use only raw materials sourced in North
America for its proposed $5 billion U.S. battery factory.”
“It will enable us to establish a supply chain that is local and focused on
minimizing environmental impact while significantly reducing battery cost.”
(Liz Jarvis-Shean, Tesla).
March 31, 2014
15
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
China Supply Challenges
China, traditionally the world’s dominant graphite supplier, is expected to play a
diminishing role in the market
▪ Mine closures from consolidation and environmental issues
− Estimated 30% reduction in capacity
Source: Benchmark Minerals; VSA Capital; Investorintel.com.
Depleting
Resources
Declining
Exports
Rising Costs
Quality
Concerns
▪ Instituted an export licensing system
▪ Rising costs due to tighter environmental regulations
▪ Uncertainty over quality & quantity of Chinese graphite for battery grade
▪ Customer looking to dual source outside China for reliable & dependable producers
The increasing investment into projects outside China suggests that there are
concerns as to the security of future graphite supply from China
16
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
North American Market Opportunity
Limited Supply
▪ China is not a viable supply alternative due to environmental issues and rising costs
▪ Limited graphite production in North America currently
− U.S. imports 100% of its natural graphite → no domestic production
− Canada’s only producing mine is expected to be depleted by 2020
▪ U.S. Department of Defense declared graphite a Critical Mineral in 2015
− Gross shortfall identified, specifically relating to ‘top quality flake graphite’
Chinese supply issues have created a need for new graphite production outside of China,
with a focus on North America as the next largest EV market
Source: Benchmark Minerals; Graphite Investing News.
High Demand in
North America
▪ U.S. LiB gigafactories driving significant demand for new graphite supply
▪ Requires low cost, high quality, environmental product and stable/reliable supply
▪ Only few known graphite deposits currently being developed in North America
(mainly in Canada) and Africa to meet anticipated demand → none in production
Growth
Opportunity
17
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Imerys Graphite & Carbon – Lac-des-Îles Mine
1. Source: Graphite & Graphene Conference, F. Corti, Berlin, Dec 2014.
Proven track record of producing and
selling high quality graphite concentrate
since 1989
▪ The Lac-des-Îles mine is owned and operated by Imerys
− Imerys is a major industrial French conglomerate with a market value
over US$4 billion
▪ Nouveau Monde’s Matawinie project is 120km from the depleting Lac-des-
Îles mine, presenting an opportunity for Nouveau Monde
Imerys disclosed that Lac-des-Îles mine is
nearly depleted, with enough ore through
20201
Opportunity for Nouveau Monde to gain
market share
With output varying between 20,000 to
25,000 tons per year, it represents 25% to
30% of North American supply
Nouveau Monde is designing its operation to
produce 50,000 tons per year to enable the
capacity to deliver large quantities
Imerys Nouveau Monde
Nouveau Monde flake graphite has the same
physical properties of that product known and
tested by customers
18
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Unique Geological Feature Ideally Located
Town of St-Michel-des-Saints, with an
industrial history, is located 5 km from
potential mine sites with skilled labor &
all needed infrastructure
20,000 m2 industrial
complex currently
vacant (on ‘care
and maintenance’)
Only 150km north of
Montreal with all-year
access to public roads.
St-Michel-des-Saints is
strategically located for
low transportation cost
to end-users in North
America
Many options are available to minimize Capex and Opex and maximize economics
No need for
campsite, access to
low cost green
hydroelectricity
Proximity to infrastructures and potential customers provides strong
advantages for building operations with a low environmental footprint
19
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Large and Quality Graphite Deposit at Surface
South Zone Resource EstimateIndicated: 26.3M tons @ 3.73 % Cg
Inferred: 19.2M tons @ 3.67 % Cg
1.7M t of Graphite Content
20
March 2017 In-Pit West Zone
Resource Estimate: Indicated: 32.9M tons @ 4.5 % Cg
Inferred: 0.2M tons @ 4.84 % Cg
1.5M t of Graphite Content
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Typical Cross Section – West Zone
▪ Mineralized thick layer sub-vertical steeply dipping East
▪ Grade very consistent throughout deposit
110 m depth
Graphite deposit is
directly at surface with
0.94:1 strip ratio for
entire mine life
E W
21
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Graphite Concentrate Products
Flake graphite is sold at different prices based primarily on flake size and purity
ProcessGraphite
OreCrushing Grinding
(ball mill)
First Flotation
Grinding (polishing mill)
Second Flotation
4.5% Cg 85-90% CgPurity:
Jumbo Flakes(+50 mesh)
Quantity:
*Price Range
($USD per Ton):
Large Flakes(+80 mesh)
Medium Flakes(+100 mesh)
Fine Flakes(-100 mesh)
17%
Products
$2,308
31%
$1,526
12%
$1,358
40%
$1,198
Average Price per Tonne: $1,492 USD
*Source: Benchmark Mineral Intelligence; prices based on the previous 60-month average.
Estimated Annual Revenue: ~$95M CADx 49,921 Tonnes per Year =
>98% Cg
22
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Potential Premium on Value-Added Processes
Jumbo Flakes(+50 mesh)
Large Flakes(+80 mesh)
Medium Flakes(+100 mesh)
Fine Flakes(-100 mesh)
Products
“TMR estimates that the cost difference in purifying a 95% Cg concentrate
to >99.9% Cg, versus taking a 98% Cg concentrate to >99.9% Cg could be
as much as $2-3,000/t of concentrate, using thermal processes.”
Shaping
MicronizationHeat and Acid
Treatment
Products:
Purification to >99.9% Cg
$3,000 - $15,000 USD / tonnePrice Range
Expandable
Graphite
Purified Graphite
Concentrate
Purified Micronized
Graphite
Spherical
Graphite
23
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Matawinie Mine Site Plan for 50,000 tpy
24
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
▪ On June 22, 2016 Nouveau Monde
released its Preliminary Economic
Assessment, demonstrating a high
quality graphite deposit with
strong mining economic
fundamentals.
▪ On December 5 2016 Nouveau
Monde released a conceptual study
for value added products (SPG &
MG) achieving a 99.99% purity.
▪ Nouveau Monde is also pursuing
other value-added graphite
product in the
expandable/expanded graphite &
graphene/graphene oxide segment.
Robust Project economics - Mining project
*Nouveau Monde results based on NI 43-101 Preliminary Economic Assessment for the West Zone ** Nouveau Monde results based on conceptual study. Financial figures Non N1 43-101 compliant. See press release dated December 5 2016 for more details
Matawinie
Project
Highlights
Pre-tax NPV (8% discount rate) $404M
After-tax NPV (8% discount rate) $237M
Pre-tax IRR 31.2%
After-tax IRR 24.7%
Life of Mine (LOM) 25.7 years
Capex (includes 15% contingency) $145M
Average selling price/tonne $1,492 USD
Opex/tonne of Finished product $660
Tonnes of graphite / year 49,921
Cg average grade (LOM) 4.48%
Cg purity (finished product) >97.1%
Strip ratio (LOM) 0.94:1
PEA*
NI 43-101
Compliant
All $ in CAD unless indicated otherwise – NPV & IRR computed on a standalone basis
25
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Recent and Upcoming MilestonesNouveau Monde is working to derisk the Matawinie Project as it continues to
deliver on milestones
Phase 2
Phase 2
2015 2017 2018 2019 2020
Completed Coming H1 H2 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Discovery
Drilling and initial resource estimate
Preliminary Economic Assessment
Drilling and resource estimate update
Value added process development
Pre-feasibility and Feasibility Studies
Impact & Benefit Study and Permitting
Project Financing
Detailed engineering
Construction
Demonstration plant 1000 tpy production
Strategic partnership and offtake
PFS FS
Impact Permitting
2016
Metallurgical optimization and pilot
Baseline environmental study
Commissioning & Production
26
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Nouveau Monde Summary
Nouveau Monde is well positioned for the coming battery revolution in North America
Attractive Growth Opportunity → Multiple New Graphite Mines Needed
Large Resource
High Purity Graphite
High Percentage of Premium Large Flakes
Favorable Mining Jurisdiction
Strong Local Infrastructure & Project Location
Low Environmental Impact → Aiming to Build a Carbon-Neutral Operation
Support from Solid Institutional Shareholder Base
✓
✓
✓
✓
✓
✓
✓
27
WWW.NOUVEAUMONDE.CA :: TSX.V: NOU
Private and confidential – © Nouveau Monde Graphite inc.
Contact Information
Head Office
410 rue St-Nicolas, Suite 236
Montréal, QC
H2Y 2P5 CANADA
Contact
Eric Desaulniers, President and CEO
Mobile: 1-819-923-0333
Email: edesaulniers@nouveaumonde.ca
TSX.V – NOU
OTCQB – NMGRF
FSE – NM9
28
Recommended