E45: NMGraphite Anode Bull with Arne Frandsen

"Anode Arne" Frandsen, Chairman of NYSE-listed Nouveau Monde Graphite joins Rodney and Howard to discuss the not well understood the other half of lithium-ion battery which is "95% graphite" and "100% imported from China" and the superior sustainability attributes of natural graphite over artificial graphite, and in particular the low to zero carbon footprint of NMG's project in hyrdo-powered Quebec.

"There's not a battery that's gonna get built in any car without an anode. There is not a single anode that can be produced without graphite. It's that simple."

Index:

0 - 1:30: Introduction
1:30 - 4:39 Nemaska update and Becancour discussion
4:39 - 10:04 Nouveau Monde- the company is executing its plan, why the fall in price since March?
10:04 - 13:45 Nouveau Monde’s relative valuation review
13:45 - 17:10 Graphite’s advantages relative to other battery metals - but is solid state a risk?
17:10 - 18:24 There is substantial investment in lithium ion cell plants - why graphite will remain in huge demand
18:24 - 24:35 Financials and earnings potential for Nouveau Monde plus offtake discussion
24:35 - 32:15 Synthetic vs Natural graphite
32:15 - 34:12 Graphite’s carbon footprint and quality considerations
34:12 - 37:15 Potential for government grants and loan funding
37:15 - 38:38 Nouveau Monde’s future milestones
38:38 - 41:58 Howard’s investment overview

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH
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Intro and outro audio credit: Jamie Klein

DISCLAIMER

RK Equity is an advisory firm run by Howard Klein and Rodney Hooper. We are exclusively focused on raising awareness about companies producing or developing the next generation critical raw materials that are powering Tesla’s EV Battery Energy Transition, including lithium, nickel, graphite, rare earths and other technology metals. We also track the growing number of EV Battery themed stocks going public through Special Purpose Acquisition Companies. Our clients include developers of greenfield raw materials projects as well as large strategic investors, and investment managers seeking to allocate capital to this rapidly growing sector. Rodney and Howard are not financial advisors or broker dealers and nothing you hear in this video is investment advice. Please do your own research and read the disclaimer at the end of this video or on our website.