Nouveau Monde Graphite Inc.

NYSE:NMG 株式レポート

時価総額：US$659.9m

Nouveau Monde Graphite マネジメント

マネジメント 基準チェック /34

Nouveau Monde Graphiteの CEO はEric Desaulniersで、 Jan2013年に任命され、 の在任期間は 13.33年です。 の年間総報酬はCA$ 1.67Mで、 29.5%給与と70.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.26%を直接所有しており、その価値は$ 1.70M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と1.5年です。

主要情報

Eric Desaulniers

最高経営責任者

CA$1.7m

報酬総額

CEO給与比率29.49%
CEO在任期間13.3yrs
CEOの所有権0.3%
経営陣の平均在職期間4.3yrs
取締役会の平均在任期間1.5yrs

経営陣の近況

Recent updates

Seeking Alpha • Apr 01

Nouveau Monde Graphite Updates: Market Mostly Unimpressed

Summary Current battery chemistries rely on graphite, but the existence of synthetic alternatives and abundant natural supplies cap price increases for mined graphite. Nouveau Monde Graphite's recent announcement of their updated plan and feasibility study did not excite the market, reflecting limited enthusiasm for the project. The project's financials suggest insufficient returns relative to the risks of mining, making it an unattractive investment compared to other opportunities. Despite potential demand growth, the risks and capped returns of graphite mining make it a less compelling investment choice. Read the full article on Seeking Alpha
Seeking Alpha • Oct 23

Nouveau Monde Rallies On China's Graphite Export Curbs

Summary China strengthens control over graphite exports, a key mineral in electric vehicle production, as part of its ongoing trade war with the US. Nouveau Monde Graphite, a North American miner, experiences a stock rally on the news. The move by China could lead to strategic agreements and investments in Nouveau Monde, positioning the company to benefit from the growing demand for graphite in the EV sector. Read the full article on Seeking Alpha
Seeking Alpha • Dec 13

Nouveau Monde Graphite's Debt Holds It Back

Summary Nouveau Monde’s Matawinie Graphite Mine will have a reserve of 61.7 Mt at 4.23% when built. The Feasibility Study is done and construction of the mine and processing plant will soon begin. But a previous royalty deal and the addition of more debt may hurt share price performance. Note: Unless otherwise stated, all references to dollars ($) are to the Canadian currency Nouveau Monde Graphite Inc. (NMG) is a junior Canadian developer focused on building its Matawinie Graphite mine in the province of Quebec. The project will also see the simultaneous construction of a graphite conversion facility that will produce battery anode material. This past August, the company filed a feasibility study and is about ready to begin construction on both facilities. But while the NPV and IRR look promising, NMG recently issued convertible debt to shore up its balance sheet. The cash that it received is well short of what is needed to complete construction of the project and may only carry the company another year. This added layer of leverage complicates NMG’s capital structure and creates questions about its future financing options; the fact that management previously exchanged debt for perpetual royalty payments also serves to reinforce those questions. This article will discuss NMG’s development and its financing. The Graphite Market While graphite has many uses, what interests investors most is probably its use in batteries for electric vehicles and utility-scale power storage. Growth in these industries continues to drive battery metal demand to new heights, and that’s a trend that looks set to last for decades to come. In fact, some forecasts predict that later this decade the graphite deficit will be greater than the deficit for either lithium or nickel. benchmarkminerals.com NMG believes that once its project is operational, it will provide investors with several distinct advantages aside from obvious exposure to changes in the price of graphite. Matawinie is the only major North American graphite discovery since 2001, and it was luckily discovered in the mining-friendly jurisdiction of Quebec. Once complete, NMG says that Matawinie will be the largest graphite mine in the “Western World”. And what they mean by that is that the mine will be the largest outside of China. As can be seen in the graph below, China currently has a dominant position in the production of mined graphite and it has a complete monopoly in the refining of spherical graphite, the type of graphite that NMG hopes to eventually produce. NMG’s operations will reduce China’s advantage in the production of mined graphite and break its monopoly in the refining of spherical graphite. China's Share of Battery Metal Supply Chain (benchmarkminerals.com) Given the current geopolitical climate, this factor can be very advantageous for Nouveau Monde, especially when it comes to raising capital. However, the company has not yet been able to leverage its status as an emerging North American-based graphite miner to extract serious amounts of government financing. Company Backgrounder NMG has a property in Northern Quebec which it may develop in the distant future, but the company’s current focus is on the aforementioned two-part project made up of the Matawinie mine and a battery material plant. The mine’s property, which measures 8,266 hectares, has a resource size of 130.3 Mt graded at 4.26% while the reserve is 61.7 Mt at 4.23%. After production gets started and is fully ramped up, Matawinie could produce 103 ktpa of high-purity flake concentrate over the next 25 years. But the large resource size provides a lot of room for expansion. The battery material plant will be located in the nearby town of Bécancour which lies on the shores of the Saint Lawrence River, giving Nouveau Monde access to a port. The facility will take in 64 ktpa of graphite concentrate and output 43 ktpa of anode material and other specialty products. The balance of Matawinie’s concentrate output will be sold on the open market. The integrated project has an after-tax NPV8 of $1.6 billion and an after-tax IRR of 21%. The project will have an annual Opex cost of $195 million and CapEx is estimated to come in at $1.4 billion. Since 2017, NMG has been “de-risking” the project through the construction of a demonstration facility capable of producing 2 ktpa of anode material. The timeline is somewhat vague, but the exhibit below seems to indicate that construction of the project should be completed within the next 2-3 years and production should be fully ramped by Q4 of 2025. Investor Presentation Capital Structure In June of this year, NMG put out a press release in which it discussed having received formal Expressions of Interest from Canadian and German Export Credit Agencies that would potentially provide it with up to 70% of the total funding needed for the construction of both the mine and processing facility. It stated that the, “medium-term project finance is expected to deliver a significantly lower cost of capital than traditional financing structures.” Needless to say, this would be a tremendous advantage for the company and would greatly reduce the need for potentially dilutive equity issuances and debt offerings. Unfortunately, not much else has been heard about agency funding since the press release was issued six months ago. Dilutive offerings are an issue of which potential shareholders should be cognizant. That’s because while NMG has been “derisking” at the operational level, it has simultaneously been increasing the risk inherent in its capital structure. Like almost all pre-production junior miners, NMG is frequently low on cash. This is not a problem in and of itself as by definition pre-production miners produce no revenue but have numerous expenses. But it does force potential investors to keep a close eye on how the company finances its development. In August of 2020, NMG announced it had entered into a royalty purchase agreement with Pallinghurst Graphite Limited, one of the company’s major shareholders. In essence, the deal will require NMG to pay Pallinghurst a royalty equal to 3% of Matawinie’s revenue in perpetuity. NMG does have the right to buy-back a third of the royalty for about $1.3 million, but that right will expire on August 28, 2023 and management has so far signaled no intention of exercising that option. The royalty was entered into in exchange for the cancellation of about $5 million of debt; however, that same deal also saw NMG receive $15 million from Pallinghurst in exchange for a secured convertible bond. That bond would later be converted to equity.

CEO報酬分析

Nouveau Monde Graphite の収益と比較して、Eric Desaulniers の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

-CA$97m

Dec 31 2025CA$2mCA$492k

-CA$105m

Sep 30 2025n/an/a

-CA$132m

Jun 30 2025n/an/a

-CA$63m

Mar 31 2025n/an/a

-CA$53m

Dec 31 2024CA$3mCA$476k

-CA$73m

Sep 30 2024n/an/a

-CA$68m

Jun 30 2024n/an/a

-CA$75m

Mar 31 2024n/an/a

-CA$63m

Dec 31 2023CA$1mCA$460k

-CA$56m

Sep 30 2023n/an/a

-CA$44m

Jun 30 2023n/an/a

-CA$41m

Mar 31 2023n/an/a

-CA$57m

Dec 31 2022CA$2mCA$460k

-CA$48m

Sep 30 2022n/an/a

-CA$54m

Jun 30 2022n/an/a

-CA$50m

Mar 31 2022n/an/a

-CA$49m

Dec 31 2021CA$2mCA$425k

-CA$40m

Sep 30 2021n/an/a

-CA$37m

Jun 30 2021n/an/a

-CA$29m

Mar 31 2021n/an/a

-CA$23m

Dec 31 2020CA$838kCA$375k

-CA$18m

Sep 30 2020n/an/a

-CA$22m

Jun 30 2020n/an/a

-CA$23m

Mar 31 2020n/an/a

-CA$18m

Dec 31 2019CA$542kCA$275k

-CA$17m

報酬と市場: Ericの 総報酬 ($USD 1.21M ) は、 US市場 ($USD 3.73M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Ericの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Eric Desaulniers (45 yo)

13.3yrs
在職期間
CA$1,667,658
報酬

Mr. Eric Desaulniers, MSc, P.Geo, was an Independent Director of Vior Inc (formerly known as Société d'Exploration Minière Vior Inc.) since December 20, 2016 until December 12, 2024. He is Independent Dire...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Eric Desaulniers
Founder13.3yrsCA$1.67m0.26%
$ 1.7m
Charles-Olivier Tarte
Chief Financial Officer9.5yrsCA$1.15m0.062%
$ 411.3k
Bernard Perron
Chief Operating Officer4.3yrsCA$1.18mデータなし
Josee Gagnon
Chief Legal Officer & Corporate Secretary3.6yrsCA$527.90k0.0016%
$ 10.7k
Patrice Boulanger
Vice President of Sales6.7yrsCA$518.34kデータなし
Marc Jasmin
Director of Investor Relations4.2yrsデータなしデータなし
Antoine Cloutier
Chief Geologistno dataデータなしデータなし
Martine Paradis
Chief of Sustainability & Culture Officerno dataデータなしデータなし
4.3yrs
平均在職期間

経験豊富な経営陣: NMGの経営陣は 経験豊富 であると考えられます ( 4.3年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Eric Desaulniers
Founder13.3yrsCA$1.67m0.26%
$ 1.7m
Hubert Lacroix
Independent Directorno dataデータなしデータなし
Daniel Buron
Independent Chair6.7yrsCA$226.91k0.0058%
$ 38.5k
Paola Farnesi
Independent Directorless than a yearCA$96.55kデータなし
Nathalie Pilon
Independent Director5.4yrsCA$171.80k0.0062%
$ 41.0k
Stephane Leblanc
Independent Director1.7yrsCA$150.57kデータなし
Chantal Sorel
Independent Director1.4yrsCA$128.92kデータなし
Edith Jacques
Independent Directorless than a yearCA$91.07kデータなし
1.5yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: NMGの 取締役会 は 経験豊富 ではない ( 1.5年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 02:29
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Nouveau Monde Graphite Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Robin FiedlerBMO Capital Markets Equity Research
Raj RayBMO Capital Markets Equity Research
Lucas PipesB. Riley Securities, Inc.