MATAWINIE GRAPHITE PROJECT High Purity Flake Graphite Deposit in North America Investor Presentation – November 2018 WWW.NOUVEAUMONDE.CA :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9
CAUTIONARY STATEMENTS Cautionary Statements Regarding Forward Looking Information This presentation 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 resulting issuer 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. 2 WWW.NOUVEAUMONDE.CA :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9
SERVING TOMORROW’S ECONOMY WITH THE SUSTAINABLE DEVELOPMENT OF OUR NATURAL RESOURCES O ur mission is to produce, transform and distribute different types of natural graphite flakes, in a profitable and sustainable way, while meeting the growing needs of the industrial markets motivated by the revolution of renewable energy and electric vehicles. ▪ Reliable, low cost player in the traditional graphite market ▪ Innovation in the value-added graphite markets ▪ Walking the talk : aiming at being the world’s first all-electric open- pit mine NMG PRESENTATION :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9 3 WWW.NOUVEAUMONDE.CA
COMPANY OVERVIEW SUCCESSFUL TRANSITION FROM EXPLORATION TO DEVELOPMENT / NEAR-TERM PRODUCTION ✓ Summer 2018: To commission Demo Plant • NMG started exploration in ✓ Sept 2018: 2,000t production starts 2012, utilizing advanced ✓ Q4 2018: Bankable Feasibility Study (BFS) geophysics technology. The ❑ H2 2018: Marketing & Sales Agreement Tony Block Deposit was ❑ Q1 2019: Start Spherical Graphite (SG) plant construction discovered in 2015. ❑ Q1 2019: IBA filing for permit ❑ H1 2019 : BFS update including value-added • Explored over 10,000 km of ❑ Summer 2019 : Commissioning Demo SG plant untapped territories ❑ Q1 2020: Project Financing o Only new discovery of ❑ Q2 2020: Mine & Concentrator Construction Starts graphite in North America since Lac Guéret deposit (Mason Graphite) in 2001 • Same geological setting as the only significant graphite mine in N.A. (the one owned by Imerys Graphite & Carbon) :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9 4 WWW.NOUVEAUMONDE.CA
NMG’S MATAWINIE PROJECT NORTH AMERICA’S STRATEGICALLY LOCATED GRAPHITE TRIANGLE IMERYS (Euronext: NK, Market Cap: ~€5B) Imerys disclosed that Lac-des-Îles mine is nearly depleted, with enough ore through 2020 (Source : Graphite and Graphene Conference, F. Corti, Berlin, Dec 2014) Major industrial French conglomerate with a market value of around 5B euros Proven track record of producing and selling high quality graphite concentrate since 1989 With output varying between 20K to 25K tons per year, it represents 25% to 30% of North American demand :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9 5 WWW.NOUVEAUMONDE.CA
AN EXCEPTIONAL TEAM FROM SENIOR MANAGEMENT ERIC DESAULNIERS, MSc, P. Geo CHARLES-OLIVIER TARTE, CPA, CMA Founder, President, Chief Executive Officer (CEO), Director Chief Financial Officer (CFO) • • 12 years of experience as a Professional Geologist with a Masters degree Financial Controller from 2011 to 2016 for Imerys Graphite & Carbon • in Geophysics Responsible of the financial management of 3 sites and 2 corporations • Executed mandates for international companies such as Aramco, Shell, (Canada & USA): Open pit mining site, value-added processing plant and NASA, BRGM and GSC sales office. • 7 years as an Infantry Officer with Canadian Forces KARL TRUDEAU TRISTAN C. MENARD Chief Operating Officer (COO) Executive Vice-President (EVP), Capital Markets • • Natural graphite operations leader and Mine site manager at Lac-des- Formerly Portfolio Manager and Associate at Jarislowsky Fraser, a firm Iles from 2011 to 2017 for Imerys Graphite & Carbon managing over $40 billions in assets for private and institutional clients. • • Experience worldwide developing mineral deposits into producing assets Holds the Chartered Investment Manager designation TO GRAPHITE EXPERTS ZHENGLI (Andrew) TAN ARMANDO FARHATE MSc Eng – Technical Director B.Eng, MBA – Market Leader • • Over 20 years of experience in Graphite & Carbon industry Former COO for Nationale de Grafite in Brazil in charge of 3 graphite • Former General Manager of a Value-Added graphite plant in China for mining and processing plants • SGL Group Former Natural Graphite Product Director at Imerys Graphite & Carbon PATRICE BOULANGER BENOIT BRIERE Ing, MBA – Director Plant Manager • • 20 years of experience in R&D and Sales in the graphite business with 25 years operation and customer service experience in graphite at Lac- SGL Carbon des-Iles Imerys mine 6 WWW.NOUVEAUMONDE.CA :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9
MARKET OVERVIEW A LANDSCAPE DOMINATED BY CHINA AND THE REFRACTORIES GLOBAL PRODUCTION PER LOCATION MAIN USES FOR GRAPHITE 67% Others 19% Refractories 35% Pencils 4% Metallurgy 7% 15% 9% 7% Lubricants and 2% crucibles 10% Batteries 25% China India Brazil Canada Other The steel industry is the #1 buyer ~70% of the offer comes from China Current North American Market Status Global yearly consumption: 1,1 million tons Consumed : 80k tpy vs Produced : 20k tpy Typical mine production: ~10k-20k tpy For LiB expected growth : 150k tpy :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9 7 WWW.NOUVEAUMONDE.CA
GRAPHITE PRICING (SEP 2018) Lithium Ion Battery (LiB) market has a significant impact since Sept 2017 Source: Benchmark Mineral Intelligence 8 WWW.NOUVEAUMONDE.CA :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9
LI-ION BATTERY MEGAFACTORIES An increased graphite demand of 530,000 tpy by 2023 IN CONSTRUCTION of 1,323,000 tpy by 2028 Capacity 2028: 1102.5 GWh :: TSXV:NOU :: OTCQX:NMGRF :: FSE:NM9 9 WWW.NOUVEAUMONDE.CA
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