Nouveau Monde Graphite

Nouveau Monde Graphite is an integrated company developing responsible mining and advanced manufacturing operations to supply the global economy with carbon-neutral active anode material to power EV and renewable energy storage systems. The Company is developing a fully integrated ore-to-battery-material source of graphite-based active anode material in Québec, Canada. With recognized ESG standards and structuring partnerships with anchor customers, NMG is set to become a strategic supplier to the world’s leading lithium-ion battery and EV manufacturers, providing advanced materials while promoting sustainability and supply chain traceability. www.NMG.com

Management Profile:

Marc Jasmin, Director of global Investor Relations. Part of NMG's Executive management team, Accountant (CPA) by trade. 25 years investor relations experience, includung three at NMG. Past experience includes institutional and retail brokerage, project finance and financial journalist.

What is your rationale for taking part in 121 Mining Investment?

Stimulate open-market interest, prepare potential Final Investment decision in H2-2025

What recent news would you like to highlight to investors attending?

Investment and signed offtakes from General Motors and Panasonic (Feb 2024). Investment by Investissement Quebec and Canada Growth fund (Dec. 2024). Publication of an updated Feasability study in March 2025 showing NPV of ~1.1 B US$ and an after-tax IRR of 17.5% (unlevered). All key permits in hand. Benefit agreement in place with first nations (Dec. 2024)

What are your key goals for the next 3, 6 and 12 months?

3 Months

Prepare a Final Investment Decision within the next few months

6 Months

Smooth start of construction of our graphite mine in Quebec, followed 6 months after by the start of construction of our anode material plant

12 Months

Final investment decision underpinned by the designation by the Canadian Federal Government of our Matawinie project as a major project of national interest. Start construction of both the graphie mine and the anode material plant and deliver interim construction milestones on time and on budget.

What do you see as the key risks and challenges facing your company at the moment and how are you overcoming these?

Challenging environment for critical minerals

What do you think makes your company such a compelling investment?

Currently no operating graphite mine in the G7. Strong tailwinds for critical minerals in general and strong strategic equity investors such as Panasonic Energy, General Motors, Mitsui, Investissement Quebec and the Canada Growth fund. Long term offtakes support the bankability of our projects. Located in Quebec (Canada), a prime jurisdiction offering amongst others low cost and green hydro. All key permits in hand as well as a signed benefit agreement with first nation partners. Them mine is ready to build with detailed engineering close to 80% completed

What are the top 3 key investor takeaways?

1) Quality and diversified strategic investors (about 66% ownership). 2) Long term offtakes with Tier 1 customers. 3) Part on North-American onshoring story and willingness to diversifify away from China dominated supply chains