Northern Graphite Aktie

So höre ich das gerne .........

https://www.northerngraphite.com/media/news-releases/display…

Western lithium, graphite miners boost prices for ESG-friendly supply

LOS ANGELES, Nov 17 (Reuters) - Western lithium and graphite miners have started charging the electric vehicle (EV) supply chain higher prices for their material, meeting demand for environmentally-friendly and consistent supply that is not linked to China.

In presentations and interviews at this week's Benchmark critical minerals conference in Los Angeles, industry executives, consultants and investors touted the premium pricing model as a way to help prod development of non-Chinese supply, a goal of Washington, Brussels and other Western governments.
...

Northern Graphite (NGC.V), which runs a Quebec graphite mine and is building an anode facility, is already selling types of the metal at prices above Chinese rivals, said CEO Hugues Jacquemin.

"Our customers want guarantee of supply, they want quality of material, and they want long-term sustainability," said Jacquemin. "Today, when you buy graphite from China, you don't know where it comes from."
https://www.reuters.com/markets/commodities/western-lithium-graphite-miners-boost-prices-esg-friendly-supply-2023-11-17/

Auszug:

Im Westen gibt es praktisch keine Kapazitäten für die Umwandlung von Graphitminenkonzentraten in Anodenmaterial, und die Hersteller von Elektrofahrzeugen sind auf Projektträger wie Northern angewiesen, um die Lücke zu schließen und bestehende und geplante Lithium-Ionen-Batterieproduktionsanlagen in ganz Nordamerika zu beliefern.

Die geplante BAM-Anlage in Baie-Comeau wird eine der weltweit größten und saubersten Konversionsanlagen dieser Art sein und Konzentrate aus den Minen von Northern sowie von anderen Herstellern verarbeiten, die demnächst in Betrieb gehen werden.
Die Anlage wird einen der niedrigsten CO2-Fußabdrücke in der Branche haben, da sie Zugang zu grünem Strom aus Wasserkraft hat, dessen Preise zu den wettbewerbsfähigsten der Welt gehören.

Die Anlage in Baie-Comeau wird aus Modulen mit einer Produktionskapazität von 10.000 bis 20.000 Tonnen bestehen, die je nach Bedarf der einzelnen Kunden skaliert werden können. Northern arbeitet auch an der Steigerung der Naturgraphitproduktion bei LDI und plant, seine Okanjande-Mine in Namibia im Jahr 2024 wieder in Betrieb zu nehmen und die Produktion auf seinem Grundstück Bissett Creek in Ontario im Jahr 2026 zu starten, vorbehaltlich der Finanzierung.

"Dies ist das erste Mal, dass wir vollständiges Anodenmaterial mit Graphit aus Lac des Iles hergestellt haben, das sich zu unserer Eckpfeiler-Mine entwickeln wird, und diese Versuche sind zwar vorläufig, aber sehr, sehr ermutigend", sagte Jacquemin.

Übersetzt mit www.DeepL.com/Translator (kostenlose Version)

Northern Graphite Signs Land Agreement for Baie-Comeau Battery Anode Material Plant, Advances Mine-to-Market Strategy

Ottawa, Ontario, June 29, 2023: Northern Graphite Corporation (NGC:TSX-V, NGPHF:OTCQB, FRA:0NG, XSTU:0NG) (the “Company” or “Northern”) is pleased to announce that it has signed a letter of intent (“LOI”) with the city of Baie-Comeau to purchase land for a 200,000 tonne per year Battery Anode Material (“BAM”) plant as it advances plans to supply anode material to lithium-ion battery manufacturing plants throughout North America. The LOI, which is subject to financing and receipt of regulatory approvals, gives Northern the right to purchase a 1.2 million m2 property, approximately 300 acres, in the Baie-Comeau port industrial zone, with access to municipal services and infrastructure, for US$1.2 million.

“This is a big step forward in our strategy to be an integrated, sustainable, cost-effective mine-to-market supplier to the booming EV battery manufacturing market and a key player in North America’s critical minerals strategy,” said Northern Chief Executive Officer Hugues Jacquemin. “From here everything flows. We now know where the facility will be located, how much power it will require and where the power needs to go and can proceed with all the design and logistical work required to begin construction.”

There is effectively no capacity in the west to convert graphite mine concentrates into anode material and the EV manufacturers are depending on project proponents such as Northern to fill the void and supply existing and planned lithium-ion battery manufacturing plants throughout North America. The Baie-Comeau BAM plant will be one of the world’s largest such conversion facilities and will process concentrates from Northern’s mines as well as from other producers that will be coming online. The plant will have one of the lowest CO2 footprints in the industry due to its access to green, hydroelectric power with pricing that is among the most competitive in the world.

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“The evaluation of options, and the selection and securing of the industrial site set the stage for the technical, social and economic studies needed to implement plans for one of the largest suppliers of battery materials in Quebec and North America,’’ said Guy Simard, director of industrial development for ID Manicouagan.

Baie-Comeau is located on the shores of the St. Lawrence River, approximately 400 km north-east of Quebec City in the Cote-Nord economic region and has direct access to the rest of North America via road, rail and a deep water, all-season port. The BAM plant, which the Company expects the first phase would cost in the range of $500 million, and which the Company would target for completion in 2026, will be subject to financing, regulatory approvals and certain other conditions, and is eligible for assistance under programs offered by the province of Québec, the Canadian and U.S. governments, as well as other assistance by the Manicouagan region and potential Plan Nord incentives.


Northern signs LOI to purchase a 1.2 million m2 property in Baie-Comeau’s port industrial zone with access to North America via road, rail and a deep water, all-season port.
https://www.northerngraphite.com/media/news-releases/display/northern-graphite-signs-land-agreement-for-baie-comeau-battery-anode-material-plant-advances-mine-to-market-strategy

Ja, finde ich auch, jedoch wie bei anderen zukünftigen Batterie-Rohstoff-Lieferanten, auch hier wird Geduld benötigt.
NGC wurde vor einigen Monaten durch eine Acquisition, von der Imerys SA zum Produzenten:

May 2, 2022: Northern Graphite Corporation (NGC:TSX-V, NGPHF:OTCQB, FRA:ONG, XSTU:ONG) (the “Company” or “Northern”) announces that it has closed its previously announced acquisition (December 2, 2021) of the producing Lac des Iles graphite mine (“LDI”) in Quebec from a subsidiary of Imerys SA (Imerys and its subsidiaries, “Imerys”) and the Okanjande graphite deposit/Okorusu processing plant in Namibia from a subsidiary of Imerys and its joint venture partner (collectively, the “Acquisition”). The Acquisition was financed through US$36 million in debt, royalty and stream financing provided by funds managed by Sprott Resource Streaming and Royalty Corp. (collectively, “Sprott”) and a CDN$23 million equity offering lead by Sprott Capital Partners LP. Sprott invested CDN$3.75 million in the equity offering and Imerys has received US$4 million in equity, on the same terms as the equity offering, as partial payment of the purchase price. > > https://www.wallstreet-online.de/diskussion/1316291-131-140/northern-graphite-aktueller-boersenwert-4-mio-us-marge-ue45-mio-p-a-produktion#beitrag_71478308

Ottawa, Ontario, May 2, 2023: Northern Graphite Corporation (NGC:TSX-V, NGPHF:OTC, FRA:0NG, XSTU:0NG) (the “Company” or “Northern”) is pleased to provide an operating summary and financial highlights for the year ended December 31, 2022. The Company’s Audited Financial Statements and Management’s Discussion and Analysis have been filed on SEDAR.

Operational Highlights for the year include:

- On April 29, 2022, the Company acquired 100% ownership of the producing Lac des Iles (“LDI”) graphite mine in Quebec, Canada, and the Okanjande graphite deposit and the Okorusu processing plant in Namibia. The acquisition was funded through a combination of equity, debt and the sale of a royalty and stream on the assets acquired;

- The Company announced several executive officer appointments and additions to its Board of Directors. Hugues Jacquemin was appointed CEO and a director of the Company on June 8, 2022 and Guillaume Jacq was appointed CFO on September 20, 2022. The Company also announced the nomination of Greg Bowes, the Company’s ex CEO as Chairman of the Board, and the appointment of Frank O’Brien-Bernini to the Board of Directors, as well as Chair of the Environment, Social, Governance and Nominating Committee;

- The Company’s LDI mine in Québec produced 9,460 tonnes of graphite concentrate with a recovery rate of 90.5%;

- On October 5, 2022, the Company exercised its option to acquire 100% of the Mousseau West graphite project in Quebec to potentially provide another source of ore for the LDI mine. Subsequent to December 31, 2022, the size of the project was increased by an additional 101.6 hectares to a total of 590.5 hectares;

- In June 2022 the Company completed a Preliminary Economic Assessment (“PEA”) on its Namibian assets which evaluated the economics of shipping ore from the Okanjande graphite mine to the Okorusu processing plant, located 70 km away. In late 2022 and early 2023, the Company made the decision to relocate the Okorusu plant directly at the mine site in Okanjande. An updated PEA is expected to be released in the second quarter of 2023 and includes plans for a 31,000 tpy processing plant that will be ready for production in mid-2024; and

- During the course of 2022, and subsequent to Dec 31, 2022 the Company provided clarity on its mine-to-market strategy, with its intention to develop one of the world’s largest battery anode material (“BAM”) facilities in Baie-Comeau, Québec with 200,000 tonnes per year (“tpy”) of capacity. The Company also announced the signing of an agreement to acquire a 33.33% ownership interest and the majority of voting rights (50.1%) in NeoGraf Solutions, LLC (“NeoGraf”), a US based company focused on the manufacturing of specialty value added products made from natural graphite.

Financial Highlights for the year include:

- Revenue of $12.0 million generated by 5,785 tonnes of graphite concentrate sold at an average realized sales price of $2,073/tonne (USD$1,572/tonne); (1)

- Cash costs $1,364 (USD$1,033) per tonne of graphite concentrate sold; (1)

- Income from mine operations of $3.1 million;

- An operating loss of $4.7 million which includes general and administrative expenses of $4.9 million;

- A net loss of $14.6 million ($0.14 per share) which includes a non-cash, $2.6 million foreign exchange loss on financial instruments and an impairment charge of $3.2 million arising from the Company’s decision to move its processing facilities in Namibia; and

- Cash and equivalents of $5.1 million and working capital of $19.4 million as at December 31, 2022.

1 The Company reports the non-IFRS financial measures of average realized sales price per tonne of graphite concentrate sold and cash costs per tonne of graphite concentrate sold to manage and evaluate its operating performance. See “Cautionary Note Regarding Non-IFRS Performance Measures” below.

CEO Hugues Jacquemin commented, “April 29, 2023 marked the first full year since Northern Graphite closed the acquisition of LDI and the Namibian operations from Imerys and it has been a year of transformation for Northern Graphite. As the only significant producer of natural graphite in North America, and with an established customer base and market share, we are advancing our strategy of becoming a fully integrated, mine-to-market provider of mined and processed natural graphite to supply our existing customers, and the energy transition and widescale electrification in North America and abroad.”

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>> https://www.northerngraphite.com/media/news-releases/display/northern-graphite-announces-year-end-2022-results