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Nouveau Monde Graphite (NMG) Stock News, Jan-Apr 2026

NMG NYSE

Nouveau Monde Graphite Inc. develops graphite mining and battery-material processing projects in Québec, Canada, with a stated focus on an integrated ore-to-processed-graphite value chain. News about NMG centers on the Phase-2 Matawinie Mine, the Uatnan Mining Project, the Bécancour Battery Material Plant project, and active anode material intended for lithium-ion battery applications.

Recurring updates cover project engineering and construction preparation, offtake and marketing arrangements, project debt and equity financing, convertible-note interest payments, site acquisitions, and operating and financial reports. Company announcements also address customer qualification, supply-chain traceability, ESG-related standards, and governance matters tied to its development-stage mining and advanced graphite materials business.

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Nouveau Monde Graphite (NYSE: NMG) closed a bought-deal equity offering of 52,440,000 subscription receipts at US$1.84 each for gross proceeds of ~US$96.5 million, including full exercise of the over-allotment option.

Proceeds are escrowed pending release conditions tied to a concurrent ~US$213 million private placement expected to close on or about May 15, 2026. Together with committed senior project debt of US$335 million, the financings are intended to fund Phase‑2 Matawinie Mine toward FID and construction.

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NMG (NYSE: NMG) announced a US$297 million equity financing package comprising a US$213 million private placement and a US$84 million bought‑deal subscription receipt offering to fund Phase‑2 of the Matawinie Mine.

Together with US$335 million of committed project debt, the financing is expected to enable FID and advance design, engineering and construction; shareholder meeting set for May 13, 2026.

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Nouveau Monde Graphite (NYSE: NMG) will issue 147,824 common shares at US$2.25 per share (aggregate US$332,604) to Investissement Québec to settle accrued interest under an amended unsecured convertible note for Q1 2026.

Issuance is subject to TSX and NYSE approval, a four-month-and-one-day hold period, and is treated as a related-party transaction under Regulation 61-101 for which the board invoked valuation and minority-holder approval exemptions.

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NMG (NYSE: NMG) executed a binding long‑form term sheet with the Government of Canada for supply, storage and resale of Matawinie Phase‑2 graphite concentrate. Canada commits to 30,000 tpa over seven years on a take‑or‑pay basis, priced to a North American fixed price with annual inflation adjustment.

The framework enables NMG to resell committed volumes with a 50‑50 upside‑sharing on proceeds above the fixed price. The agreement is subject to governmental approvals, appropriations and NMG’s positive FID. Project financing advances with a US$335 million senior secured debt commitment from EDC and CIB, and existing offtakes with Panasonic and Traxys cover >70% of Phase‑2 production.

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NMG (NYSE: NMG) filed 2025 financial reports and advanced its Phase‑2 Matawinie Mine toward a targeted FID in H1‑2026. Key highlights: a US$335 million senior secured project debt commitment, commercial agreements covering ~75% of future production, >50% of CAPEX awarded, and period‑end cash of ~CA$74 million.

Construction readiness, a brownfield site acquisition for Bécancour, ESG metrics (TRIFR 3.92; 744 tCO2e offset) and ongoing equity negotiations were also reported.

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Nouveau Monde Graphite (NYSE: NMG) secured a US$335 million senior project debt commitment from Export Development Canada and the Canada Infrastructure Bank to fund Phase-2 Matawinie Mine construction. The package includes a US$290 million term loan and a US$45 million cost-overrun facility.

With ~80% detailed engineering, >50% of CAPEX contracted, long-term offtakes (75% of production pledged to Canada, Panasonic, Traxys) and Major Projects Office designation, NMG says the project is shovel-ready and positioned to proceed to FID after customary conditions precedent.

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Nouveau Monde Graphite (NYSE:NMG) acquired a 143,000 m2 brownfield site in Bécancour, including a 22,000 m2 industrial building contiguous to its 200,000 m2 greenfield site.

The site will host a first-stage Bécancour Battery Material Plant to produce 13,000 tpa of active anode material for Panasonic Energy, with a class-3 cost estimate planned for H1-2026 and a targeted FID in H2-2026.

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NMG (NYSE:NMG) awarded major construction contracts for its Phase‑2 Matawinie Mine ahead of a positive final investment decision (FID).

Contracts cover civil works, steel structures, concentrator equipment and construction management, representing over 50% of project CAPEX, with detailed engineering ~80% complete and equipment engineering at 90% complete.

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Nouveau Monde Graphite (NYSE: NMG) will participate in several high‑profile mining, critical minerals and investor events in Q1-2026 to support Phase‑2 commercial deployment and capital engagement. Key appearances: TD Cowen Annual Global Mining Conference (Toronto, Jan 27–29) with a presentation on Jan 27 at 1:00 p.m.; Toronto National Club investor lunch (Jan 29 at 12:00 p.m.); Canada’s Critical Mineral Mission to Europe (Feb 16–20) to promote its carbon‑neutral value proposition; BMO Global Metals, Mining and Critical Minerals Conference (Feb 23–25, Hollywood, FL); and PDAC 2026 (Feb 27–Mar 4) with booth 2830 and executive presentations.

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Nouveau Monde Graphite (NYSE: NMG) will settle accrued interest for Q4 2025 under an amended unsecured convertible note by issuing 131,659 common shares at US$2.44 per share, representing an aggregate of US$321,248, payable for interest due on December 31, 2025.

The issuance is subject to approval by the Toronto Stock Exchange and the New York Stock Exchange and, when issued, will be subject to a hold period of four months and one day. The shares are being issued to Investissement Québec, a holder of more than 10% of the company, which constitutes a related‑party transaction under Regulation 61‑101; the board invoked exemptions to the formal valuation and minority‑holder approval requirements, citing that the values do not exceed 25% of market capitalization.

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FAQ

What is the current stock price of Nouveau Monde Graphite (NMG)?

Nouveau Monde Graphite (NMG) last closed at $1.

What is the market cap of Nouveau Monde Graphite (NMG)?

The market cap of Nouveau Monde Graphite (NMG) is approximately $329.2M.