Courte entrevue vidéo de 5 minutes pour avoir les dernières nouvelles.
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enfin sur le bord du breakout
Premier message sur le forum, bravo a tous pour les discussions.
Pourquoi le prix sur tsx est différent de celui du otcqx ?
Merci d’éclairer mon manque de connaissance.
Bienvenue !
OTCQX est en $US
halted pending news…à suivre
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Bien hâte de voir ce que c’est…
Suspension de la négociation par l’OCRCVM - NOU
Canada NewsWire
VANCOUVER, le 24 oct. 2018
VANCOUVER, le 24 oct. 2018 /CNW/ - L’OCRCVM a suspendu la négociation des titres suivants :
Société : Nouveau Monde Graphite Inc.
Symbole à la Bourse de croissance TSX : NOU
Motif : À la demande de la société en attendant une nouvelle
Heure de la suspension (HE) : 15 h 00
L’OCRCVM peut prendre la décision de suspendre (ou d’arrêter) temporairement les opérations à l’égard d’un titre d’une société cotée en bourse. Les arrêts des opérations sont mis en oeuvre afin d’assurer le bon fonctionnement d’un marché équitable.
L’OCRCVM est l’organisme d’autoréglementation national qui surveille l’ensemble des courtiers en placement et l’ensemble des opérations effectuées sur les marchés des titres de capitaux propres et les marchés des titres de créance au Canada.
SOURCE Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCVM) - Arrêts/Reprises
Consulter le contenu original : http://www.newswire.ca/fr/releases/archive/October2018/24/c1839.html
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Sûrement les résultats de l’étude de faisabilité bancaire. À ma connaissance, c’est une première mondiale une ÉFB sur une mine 100% électrique. Hâte de voir l’impact sur l’opex par rapport à la préfaisabilité.
Ils ont aussi dit qu’elle serait basée sur une production de 100,000 tonnes par année et non plus 52,000.
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Est ce qu’on doit s’inquiéter de cette suspension ? Messemble que ca bouge pas depuis vraiment un bout malgré bonne nouvelle sur bonne nouvelle …
En attendant les résultats de la FS, Tesla vient de rendre public les résultats de son troisième trimestre. Ils sont extraordinaires!! Avec un profit de $312M, des marges brutes vraiment élevés et beaucoup d’autres bonnes nouvelles, il y a un gros potentiel de short squeeze demain en bourse.
Les shorts n’ont plus d’arguments. De tels résultats devraient aider beaucoup à changer le sentiment négatif avec les matériaux de batteries. Les investisseurs vont faire 1 +1 et revenir investir dans le graphite et le lithium. Ça en prend des quantités phénoménales pour les produire ces batteries!!
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Nouveau Monde Feasibility Study Shows Pre-tax NPV of $ 1,287 Million and IRR of 40.6 % and After-tax NPV of $ 751 Million and IRR of 32.2 % from Its All-electric Open Pit Mining Project
SAINT-MICHEL-DES-SAINTS, Quebec, Oct. 24, 2018 (GLOBE NEWSWIRE) – Nouveau Monde Graphite Inc. (“ Nouveau Monde ” or the “Company ” ) (TSX VENTURE: NOU) is pleased to announce the results of a Feasibility Study (“ FS ”) covering the West Zone deposit of the Tony Claim Block, part of its Matawinie graphite Property. The FS, detailing an all-electric open pit mining operation, was prepared by Met-Chem, a division of DRA Americas Inc. (“ MC‑DRA ”), an experienced and renowned independent engineering consulting firm specializing in the mining and metallurgy sector.
Nouveau Monde is pleased to provide a new corporate video outlining the most recent developments of the Company including the FS results available through this link: https://youtu.be/ua7iaBXmaLg.
All costs presented in this press release are in Canadian Dollars unless otherwise specified and “tonne” will signify metric ton.
The following lists the highlights provided by the FS and compares its results to those of the Prefeasibility Study detailed in the press release dated October 25, 2017:
| Summary of Economic Highlights | Feasibility Study (current stage) | Prefeasibility Study (previous stage) |
|---|---|---|
| Pre-tax Net Present Value (NPV) | ||
| (8 % discount rate) | $ 1,287 million | $ 499 million |
| After-tax Net Present Value (NPV) | ||
| (8 % discount rate) | $ 751 million | $ 297 million |
| Pre-tax Internal Rate of Return (IRR) | 40.6% | 32.4% |
| After-tax IRR | 32.2% | 25.9% |
| Life of Mine (“ LOM ”) | 25.5 years | 27 years |
| Annual Average Production of Graphite Concentrate | 100,000 tonnes | 52,000 tonnes |
| Pay Back (Pre-Tax) | 2.2 years | 2.3 years |
| Pay Back (After Tax) | 2.6 years | 2.6 years |
| Initial Capital Expenditures (Capex) | $ 276 million (including contingency of $ 31.5 million, excluding closure costs of $ 7.1 million) | $ 179 million (including contingency of $ 22.1 million, excluding closure costs of $ 1.8 million) |
| Operating Expenses (Opex) | $ 499 per tonne of concentrate | $ 539 per tonne of concentrate |
| First 5 years Average sales price of graphite concentrate | $ 1,532 USD ($ 2,002 CAD) per tonne | $ 1,429 USD ($ 1,900 CAD) per tonne |
| LOM Average sales price of graphite concentrate | $ 1,730 USD ($ 2,261 CAD) per tonne | $ 1,429 USD ($ 1,900 CAD) per tonne |
| Exchange Rate USD/CAD | 1.307 | 1.330 |
Cautionary Note: There is no certainty that the economic forecasts on which this FS is based will be realized.
Operational Highlights
Annual average production of 100,000 tonnes of graphite concentrate
4.35 % Cg average diluted grade LOM graphite content contained in the mineralization
Graphite milling recovery over 94 %
Finished product / concentrate purity over 97 % Cg
Stripping ratio (LOM) of 1.06:1.
Eric Desaulniers, President and Chief Executive Officer of Nouveau Monde stated: “We are very pleased to present these robust FS results which clearly demonstrates the competitive economics of our project and once again confirms that Nouveau Monde is on track to become a reliable long-term supplier of quality natural flake graphite.
On the basis of this FS, we are excited to move the project forward quickly by completing our Environmental and Social Impact Assessment (“ESIA”) as well as starting the Engineering, procurement, construction and management (“EPCM”) phase.”
The following files can be downloaded in support to this press release:
- Property Work Overview Map: http://staging.nouveaumonde.ca/wp-content/uploads/2018/10/PR_Tony_Block_20181024_EN_r.pdf
- General Site Layout: http://staging.nouveaumonde.ca/wp-content/uploads/2018/10/A1-J02761-0003-L-0B.pdf
MINERAL RESOURCES
In the following text, graphite is expressed in graphitic carbon percentage (% Cg).
The pit constrained resource located in the West Zone deposit includes 95.8 million tonnes grading 4.28 % Cg of Indicated Resources and 14.0 million tonnes, grading 4.19 % Cg of Inferred Resources, using a cut-off grade of 1.78 % Cg. Refer to the Company’s press release dated June 27, 2018 for further details.
MINING
Mining Highlights
Only the West Zone of the Tony Claim Block has been considered in the FS
Mining is performed by open pit using a fully electric truck and shovel operation
The mining production schedule is limited to a 16-hour work day, 5 days a week as to reduce the social impact of the project
Mining is to be executed under contract services under the supervision of Nouveau Monde
Mine life of 25.5 years, with a total diluted Probable Reserve of 59.8 Mt grading 4.35 % Cg
MINERAL RESERVES
The Mineral Reserve estimate was prepared by MC-DRA, using the Mineral Resource Estimate completed by SGS Canada Inc. – Geostat from Blainville, Québec, which was released by Nouveau Monde on June 27, 2018. The Mineral Reserves include the Indicated Mineral Resources that have been identified as being economically extractable and which incorporate mining losses and the addition of waste dilution. In addition, Mineral Reserve estimation considers the design of an operational pit that will form the basis of the production plan. This pit design uses the economic pit shell as a guideline and considers geotechnical constraints, smoothing of the pit walls, adding ramps to access the pit bottom and ensuring that the pit can be mined using the initially selected equipment. Table 1 summarizes the pit design parameters.
Table 1 : West Zone Open Pit Design Parameters
| West Wall (Hanging wall) | East Wall (Footwall) | ||
|---|---|---|---|
| Item | Value | Value | Unit |
| Bench Height (double benching) | 10 | 10 | m |
| Berm Width | 7 | 6.2 | m |
| Blast Offset | 3 | 1.2 | m |
| Ramp Width | 15 | 15 | m |
| Bench Face Angle | 75 | 75 | degrees (°) |
| Overall Slope Angle | 55 | 60 | degrees (°) |
The FS shows an average ROM feed rate of approximately 9,200 tonnes per day based on the current proposed mine work schedule of 5 days/week, two (2) 8-hr shifts per day (16 hr work day), a 25.5-year mine life and an average LOM waste to ore strip ratio of 1.06:1. The mineable portion of the reserves was developed based on an economic cut-off of 2.20 % Cg.
Once a dilution of 5 % and mining losses are considered, the Mineral Reserves extracted over the course of the mine life totals 59.8 Mt grading 4.35 % Cg in the Probable category as presented in Table 2 below:
Table 2 : Mine Reserves for the West Zone
| Class | Reserves (Mt) | Grade (% Cg) | Graphite Tonnage (Mt) |
|---|---|---|---|
| Probable | 59.8 | 4.35 | 2.52* |
| *Graphite tonnage is based on an average graphite recovery of 94 % and concentrate product purity of 97 %. |
Reserves categories are compliant with Canadian Institute of Mining, Metallurgy and Petroleum Definitions Standards for mineral resources in concordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects. The cut-off grade for the open pit Mineral Reserves is 2.20 % Cg.
The mine infrastructure has been designed to facilitate an environmentally friendly project while lowering the visual impact on neighbouring communities. The processing plant and the co-disposal pile of tailings and waste rock will be located less than 500 metres from the mine so as to minimize truck cycle times and lower the project’s operating costs. In addition, the mine plan conceived for the FS considers the progressive backfilling of waste rock and tailings within the pit to further minimize the project’s environmental footprint and allows site rehabilitation during the operating life of the mine. The innovative mine waste rock and tailings management plan, as well as the water management infrastructure was designed by SNC-Lavalin Inc.
The mine will be using an all-electric zero-emission mine fleet, consisting of electric battery-driven 36.3-tonne mining trucks, battery-driven front-end loaders, cable reel excavators and bulldozers, and battery-driven service vehicles. The mine will also be using an electric in-pit mobile crusher and overland conveyor system to feed crushed material to the plant. The technology used in this fleet has been developed by Medatech Engineering Services Ltd. and ABB Inc. which assisted MC-DRA in preparing a fully-electric equipment fleet estimate. This information was then passed to a mining contractor to establish a technical and commercial proposal for the mine operation on a contractual basis as well as on the basis of a fully-electric equipment fleet.
Mr. Desaulniers continued, “We have designed a state-of-the-art mine that not only maximizes efficiency but also aims to be one of the most ecofriendly mines in the world, having a very low carbon footprint relative to our peers. This is a key product differentiator, especially for our electric vehicle manufacturing customers whose environmental and social acceptability values align perfectly with our own.”
PROCESSING AND RECOVERY
Processing and Recovery Highlights
Average annual processing rate: 2.35 million tonnes
Average annual graphite concentrate production: 100,000 tonnes
Average graphite recovery: over 94 %
Finished product purity: over 97 %
The Matawinie concentrator combines proven technology and innovative ideas to conceive a robust flow sheet with remarkably high graphite recoveries. Since the Prefeasibility Study, additional variability test work and Locked Cycle Testing has been performed at SGS Mineral Services to confirm that a recovery of over 94 % is attainable while maintaining over 97 % product purity.
The flow sheet consists of in-pit crushing, followed by multiple steps of grinding and flotation separation circuits. The graphite concentrate is then filtered, dried and classified to produce four (4) high purity products.
Table 3 : Graphite Concentrate Distribution
| Flake Size | Distribution (%) | Assay (% Ct) | Tonnes of Product |
|---|---|---|---|
| +48 mesh | 15 % | 97.3 % | 14,800 |
| +80 mesh | 33 % | 96.7 % | 33,400 |
| +150 mesh | 28 % | 97.6 % | 27,700 |
| -150 mesh | 24 % | 97.8 % | 24,100 |
| Total | 100 % | 100,000 | |
| The totals may not add up due to rounding. |
The plant rejects are processed through flotation and magnetic separation to produce two (2) streams: sulphide and non-sulphide tailings. These streams are thickened and filtered before being sent for co-disposition.
GRAPHITE CONCENTRATE SALES PRICE ASSUMPTION
The graphite concentrate sales price used for the FS was established at $ 2,261 (1,730 USD) per tonne. The selling price was calculated using price forecasts provided by Benchmark Mineral Intelligence (Benchmark). Benchmark is an independent credible source who compiles international graphite prices for various commercial size fractions and concentrate purities. The Tony Block’s West Zone graphite concentrate value was calculated based on the weighted average of each size fraction and purity obtained during the metallurgical testing presented in Table 3. Table 4 presents graphite concentrate prices in USD for various size fractions calculated for years 2022 through 2047.
Table 4 : Price per Size Fraction
| Size Fraction | Weight | Purity (Cg) | LOM Average Price (US$/t) | First 5 years Average Price (US$/t) |
|---|---|---|---|---|
| +50 mesh | 15 % | 94-97 % | $ 2,711 | $2,548 |
| +80 mesh | 33 % | 94-97 % | $ 1,907 | $1,643 |
| +150 mesh | 28 % | 94-97 % | $ 1,547 | $1,263 |
| -150 mesh | 24 % | 94-97 % | $ 1,091 | $1,065 |
| Weighted Average | 100 % | $ 1,730 | $1,532 |
DESCRIPTION OF ECONOMIC EVALUATION
According to the FS, the Matawinie Property has demonstrated potential economic viability in regard to an open pit operation over the West Mineralized Zone.
The capital cost estimate, summarized below, covers the development of the open pit, ore processing facilities, and infrastructure required for Nouveau Monde’s project. It is based on the application of standard costing methods of achieving a FS which provides an accuracy of ± 15 % and follows AACE (American Association of Cost Engineering) Class 3 Guidelines. The operating cost covers mining, transportation, processing, tailings and water management, general and administration fees, as well as infrastructure and services.
CAPITAL AND OPERATING COSTS
The capital expenditures and cash operating costs are summarized in Table 5 and Table 6. The mining costs have been estimated on contract service basis under the supervision of Nouveau Monde Graphite. Both cost estimates have a degree of accuracy of ± 15 %.
Table 5 : Capital Costs Summary ($’000 CAD)
| DESCRIPTION | INITIAL COSTS | SUSTAINING COSTS | LOM COSTS |
|---|---|---|---|
| TOTAL DIRECT COSTS | 204,933 | 51,000 | 255,933 |
| Mine + Crushing | 16,833 | 4,155 | 20,988 |
| Process Plant | 105,017 | - | 105,017 |
| Infrastructure | 11,420 | - | 11,420 |
| Tailings and Water Management | 48,177 | 38,760 | 86,937 |
| Main Electrical Distribution and Communication | 23,486 | 8,085 | 31,571 |
| INDIRECT AND OWNER’S COSTS | 38,763 | 957 | 39,720 |
| Project Development | 7,107 | - | 7,107 |
| EPCM | 23,030 | 957 | 23,987 |
| Owner’s Cost | 8,626 | - | 8,626 |
| CONTINGENCY | 30,538 | 7,793 | 38,332 |
| NSR BUYOUT | 2,000 | - | 2,000 |
| TOTAL CAPITAL COSTS | 276,233 | 59,750 | 335,983 |
| CLOSURE COSTS (includes 15 % contingency) | 7,188 | 7,188 | 14,376 |
| TOTAL COSTS | 283,421 | 66,938 | 350,360 |
| The totals may not add up due to rounding. |
Table 6 : Operating Costs Summary (in CAD)
Cash Operating Cost Breakdown (per tonne of finished product)
LOM Average
Mining $ 178/tonne
Tailings and Water Management $ 83/tonne
Ore Process $ 218/tonne
General and Administration $ 21/tonne
Total $ 499/tonne
The totals may not add up due to rounding.
TECHNICAL REPORT
A technical report detailing the FS, completed in accordance with the National Instrument (NI) 43-101 guidelines, will be filed and available on SEDAR within 45 days of this press release.
NEXT STEPS
Nouveau Monde has already started discussions for the EPCM phase and a letter of intent has been signed with the Mining Contractor. Furthermore, the Environmental and Social Impact Assessment is scheduled to be completed during the first quarter of 2019.
TOWARDS VALUE-ADDED GRAPHITE PRODUCTS
In a vertical integration and sustainable development perspective, Nouveau Monde is planning the establishment of a large-scale graphite secondary transformation facility in addition to its mining project. The goal is to transform part of its graphite concentrate into spherical graphite used in the booming Lithium-Ion battery market as well as develop expandable graphite products used in various industrial applications.
COMMUNITY RELATIONS
Since 2013, Nouveau Monde has held more than 50 meetings with people or groups from the town of Saint-Michel-des-Saints and nearby communities. During these presentations and consultations, important ties of trust have been forged between the population and Nouveau Monde. An accompanying committee, composed of citizens and regional experts, is working with Nouveau Monde’s technical team to ensure that the project grows while respecting the host environment and, above all, contributes to the regional dynamism.
PROJECT SUMMARY
In 2015, Nouveau Monde Graphite discovered a major and high-quality graphite deposit on its Matawinie property, located in Saint-Michel-des-Saints, 150 km north of Montreal, Quebec. This discovery eventually led to the completion of this Feasibility Study which reveal strong economics with a projected graphite concentrate production level of 100,000 tonnes per year over a 25.5-year period.
With over 60 years of experience in the world of graphite, NMG’s team develops its projects with the utmost respect of neighboring communities, while favouring a minimal ecological footprint. NMG is privileged by direct access to the workforce and infrastructure needed to operate its mining project, and it can also rely on an abundant, affordable and renewable source of hydroelectricity.
QUALITY CONTROL AND QUALITY ASSURANCE
The technical information derived from the FS presented in this news release was approved by Céline M. Charbonneau, P.Eng., M.Sc. of Met-Chem, a division of DRA Americas Inc., an independent Qualified Person as defined by National Instrument 43-101.
For further information, please contact:
Eric Desaulniers, P.Geo., M.Sc.,
President and Chief Executive Officer of Nouveau Monde Graphite
(819) 923-0333
Cautionary Statements Regarding Forward Looking Information
This press release contains « forward-looking information » within the meaning of the applicable 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 notably 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 Company to be materially different from those expressed or implied by such forward-looking information, including but not limited to: (i) volatile stock prices; (ii) the general global markets and economic conditions; (iii) the possibility of write-downs and impairments; (iv) the risk associated with exploration, development and operations of graphite; (v) the risk associated with establishing title to mineral properties and assets; (vi) the risks associated with entering into joint ventures; (vii) fluctuations in graphite prices; (viii) the risks associated with uninsurable risks arising during the course of exploration, development and production; (ix) competition faced by the Company in securing experienced personnel and financing; (x) access to adequate infrastructure to support mining, processing, development and exploration activities; (xi) the risks associated with changes in the mining regulatory regime governing the Company; (xii) the risks associated with the various environmental regulations the Company is subject to; (xiii) risks related to regulatory and permitting delays; (xiv) the reliance on key personnel; (xv) liquidity risks;; (xvi) the risk of litigation; and (xvii) risk management.
Forward-looking information is based on assumptions management believes to be reasonable at the time such statements are made, including but not limited to, continued exploration activities, no material adverse change in graphite prices, exploration and development plans to proceed in accordance with plans and such plans to achieve their stated expected outcomes, receipt of required regulatory approvals, and such other assumptions and factors as set out herein. Although the Company 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. Such forward-looking information has been provided for the purpose of assisting investors in understanding the Company’s business, operations and exploration plans and may not be appropriate for other purposes. Accordingly, readers should not place undue reliance on forward-looking information. Forward-looking information is made as of the date of this press release, and the Company does not undertake to update such forward-looking information except in accordance with applicable securities laws.
Neither the TSX-V nor its Regulation Services Provider (as that term is defined in the policies of the TSX-V) has or approved or disapproved the contents of this press release.
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impressionnant !
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Ce sont des valeurs économiques très solides. Je n’ai pas assez d’expérience pour juger quel pourcentage de la VNA le marché devrait assigner à la capitalisation boursière pour ce projet.
Le projet est très avancé et a été beaucoup dérisqué, est-ce qu’on peut s’attendre à voir le marché assigner 10%, 20%, 30% de la VNA? Si on prend 10% par exemple, la capitalisation boursière devrait être d’environ $120M et la cie vaut présentement $44M.
Fait à noter, quand ils vont sortir l’étude économique sur les produits à valeurs ajoutés, la VNA va s’approcher de $2B.
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Quand même surprenant d’avoir un volume aussi faible
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Je suis peu familier avec les stocks miniers mais je pense que ces quelques points pourraient expliquer la réaction du marché :
- discout rate utilisé de 8% pourrait se trouver à être optimiste…12% réduirait beaucoup la valeur du NPV
-la compagnie est loin d’être capitalisée pour se rendre à l’étape de production de 100 000 tonnes, combien de dilution sera nécessaire, équité vs dette? Avec les taux d’intérêts montants, est-ce que ça pourrait nuire à la capacité de la compagnie à se financer?
-Les actions pleinement diluées sont plus autour de 260M d’actions et je crois qu’une 3e tranche n’est pas encore fermée…ce qui donne au gros minimum 74M$ de capitalisation boursière pleinement diluée vs le 50M$ non-dilué.
« iii) Net Present Value (NPV) : If a target company has completed a feasibility study and is nearing production, then, the fair NPV has normally been established. This figure is usually provided in the feasibility study or on the company’s website. The NPV is a value calculated by summing all of a project’s expected future cash inflows and outflows then discounting them back to present-day values using a discount rate that reflects the time value of money. It is best to use a 12% discount rate when performing this calculation. In many ways NPV is similar to DCF. Investors should look for targets with share prices less than 30% of NPV per share.»
On se trouve présentement à environ 3.8% du NPV et possiblement substantiellement moins si on se fit sur une augmentation de ce dernier avec les produits à valeurs ajoutés mentionnés par @Nic777.
Cela dit en étant beaucoup plus conservateur et tenant compte de la dilution et en prenant un discount rate de 12%, admettons qu’on tombe au long terme à 800M$ de NPV «réel» incluant les produits ajoutés…on serait tout de même à moins de 10% du NPV.
Si la compagnie arrive à trouver du financement à de bons termes ou encore le prix du graphite augmente de façon substantielle et que le management fait ses preuves, je pense que la compagnie offre un rendement potentiel très intéressant sur le moyen-long terme.
Divulgation : je suis actionnaire et très très peu d’expérience dans les stocks mininiers alors ceci n’est pas un conseil d’investissement de toute évidence
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La plupart des projets de graphite utilisent un discount rate de 8% ou dans certains cas 10%. Je n’en ai pas recensé un seul qui utilise un discount rate de 12%. Dans ce contexte, ça fait donc du sens pour NOU d’utiliser 8%. J’ai recensé une dizaine de projets à l’échelle mondiale qui ont atteint le statut d’étude de faisabilité. J’ai mis les principales valeurs économiques dans un chiffrier. C’est facile de comparer tous ces projets avec celui de NOU. Si vous voulez le chiffrier, envoyez-moi un message privé.
Toutes les tranches du financement annoncés durant l’été ont été fermés. On parle de 3 tranches.
Donc, pour bien évaluer un investissement dans NOU.V, c’est important de comparer avec les autres projets ayant une FS. NOU.V se compare très favorablement à ce chapitre.
Les autres avantages que NOU a sont le fait que le projet est au Québec, dans une juridiction sécure et dont les lois sur les royautés ont peu de chance de changer, ce qui n’est pas le cas avec les projets africains.
Certains projets africains sont dans des pays dont les infrastructures sont très mauvaises ou même dans le cas de Syrah au Mozambique, dans un pays qui était en guerre civile il n’y a pas longtemps encore.
Les projets africains ont également de très mauvaises empreintes environnementales et sont très loin des marchés ou le graphite est consommé. Celui-ci devant être envoyé par bateau vers l’Asie, les États-Unis ou l’Europe. Shipper une tonne de graphite par bateau peut facilement coûter $100 à $150.
Les deux produits de graphite qui sont en forte croissance sont le graphite sphéronisé et purifié et le graphite expansible. Les projets Africains n’ont pas l’énergie abordable et verte pour faire ces produits à valeur ajoutée. Syrah par exemple est en train de s’organiser pour faire ce traitement en Louisiane en utilisant des acides dommageable pour l’environnement et ils doivent bien sûr payer le transport des flocons entre le Mozambique et la Louisiane. On est loin du plan de NOU de le faire avec l’hydro-électricité verte et peu chère avec des flocons qui sont déjà ici.
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Le secteur des ressources a une année 2018 très difficile. Regarde autour et la plupart des compagnies ont vu leurs actions prendre une débarque de 40-50%. Cette tendance n’a pas épargné les matériaux de batteries. Il y a de l’espoir que le sentiment négatif tire à sa fin par contre, du moins pour ce qui est des matériaux de batteries. Les résultats financier Q3 de Tesla ont surpris tout le monde. Les analystes et surtout les shorts n’avaient prévu des résultats aussi forts. Bloomberg continue à surveiller la production hebdomadaire de la Model 3 et ça approche les 5,000 voitures. C’est des nouvelles extraordinaires qui font en sorte que les shorts, les manufacturiers traditionnels et les pétrolières sont presque à court d’arguments pour nuire à Tesla. On est rendu au point ou plus personne ne peut nier que la révolution des VÉs est en train de se faire.
Ça prend des quantités phénoménales de graphite pour les faire ces batteries. Les investisseurs vont revenir investir dans les matériaux de batteries et NOU a la plus forte FS en Occident. Sur papier, la cie a la plus forte marge bénéficiaire lors de la vente de flocons et la cie avance rapidement dans le domaine des produits à valeur ajoutée. Avec l’aide d’Hydro-Québec, la cie devrait produire du graphite sphéronisé et purifié à son usine démo dès 2019.
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Il y a un bon volume aujourd’hui. Il reste 1 heure de transactions et on est déjà à 350,000 actions, ce qui est 2 fois la normale. Quelques grosses trades de 20,000 et 30,000 actions en plus. Ça m’apparait que y’a de l’accumulation qui se fait.
Encore un peu de patience et on devrait passer bientôt au travers de cette résistance à 30 sous. Après, ça devrait monter rapidement vers les 40 sous.
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4x le volume moyen (526k) aujourd’hui et fini à 0.305$…de bonne augure pour l’instant.
Lorsque les institutions se mettront à acheter, le volume va monter dans les millions de transactions. Je crois que le jour n’est pas si loin si on se fit à ce qui est arrivé à Nemaska Lithium ou à Mason Graphite quand ceux-ci ont déposé leurs études de faisabilité en 2015.
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