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Nouveau Monde Graphite reported a defining Q2 2026 as it shifted from planning to execution at its Phase 2 Matawinie Mine. The company completed a private placement and subscription receipt financing totaling C$427 million (US$310M) of equity for Matawinie, alongside a previously announced US$335 million debt financing commitment, enabling a formal Financial Investment Decision and the official launch of mine construction.
As of June 30, 2026, C$33 million of project expenditures had been incurred and C$167 million committed, with civil works, concentrator excavation and key equipment procurement underway and within budget. A decree amendment increased Matawinie’s authorized annual graphite production capacity from 100,000 tonnes to 106,000 tonnes. NMG also finalized a strategic supply and marketing framework with the Government of Canada, including long-term take-or-pay agreements covering 30,000 tonnes per year of flake graphite.
For its 13ktpy Bécancour Battery Material Plant, NMG completed a Class 3 AACE cost estimate with CAPEX of C$374 million (US$267M) and is targeting FID in H2 2026, with Panasonic Energy reiterating support that may include equity at FID. Safety performance included a 12‑month TRIFR of 0.95 for employees and 0 for contractors, with no major environmental incidents.
Nouveau Monde Graphite Inc. reported consolidated results for the six months ended June 30, 2026 and outlined major project financing and development milestones. Total assets were $607.9 million, up sharply from $174.4 million at year-end 2025, driven mainly by new equity financings and growth in property, plant and equipment.
The company generated net income of $5.0 million for the six‑month period, compared with a loss of $33.5 million a year earlier, largely influenced by fair value movements on derivative instruments. Cash used in operating activities was $20.8 million, while cash and cash equivalents increased to $460.6 million from $73.9 million, primarily due to financing inflows.
Nouveau Monde completed an aggregate equity financing package of $426 (US$309) through a private placement with Canada Growth Fund, Investissement Québec and ENI plus a public subscription receipt offering, enabling a final investment decision for its Phase 2 Matawinie Mine. It also secured a fully committed US$335 million senior project debt commitment letter with Export Development Canada and Canada Infrastructure Bank. Construction of the Phase 2 Matawinie Mine has begun, with total budgeted CAPEX of $649.4 and activities reported as on schedule and within budget.
For the Phase 2 13ktpy Bécancour Battery Material Plant, a Class 3 AACE CAPEX estimate of about US$267 million was completed, and a brownfield site was acquired. This project still depends on securing additional financing and reaching a future investment decision, so funding risk remains, particularly for growth beyond the Matawinie Mine.
Nouveau Monde Graphite Inc. details a major financing package to advance its Phase-2 Matawinie mine and integrated graphite value chain in Québec. The company agreed to a US$213 million private placement of 115,847,791 common shares at US$1.84 per share with Investissement Québec (IQ), Canada Growth Fund (CGF) and ENI, subject to shareholder and stock exchange approvals.
It also completed a bought deal public offering of 52,440,000 subscription receipts at US$1.84 for gross proceeds of about US$96.5 million, with funds held in escrow until shareholder approvals and private placement closing. IQ and CGF will each own close to one-quarter of the company on a partially diluted basis after completion. ENI receives lock-up, standstill, board and registration rights, and is negotiating a potential 15,000 tpa graphite offtake.
Separately, NMG is settling interest on IQ’s unsecured convertible note in shares, issuing 147,824 common shares at US$2.25 and 227,924 shares at US$1.48 for first- and second-quarter 2026 interest, treating these as related-party transactions under Regulation 61-101 but within exemption thresholds.
Nouveau Monde Graphite is calling a special and annual meeting to approve major equity financings and related changes that support its Phase-2 Matawinie mine and Bécancour battery materials projects. Shareholders are asked to approve three private placements totaling about US$213,159,935 at US$1.84 per share, a 19.56% discount to the five‑day TSX VWAP, with Investissement Québec, Canada Growth Fund and ENI International B.V. IQ, CGF and ENI would receive large minority stakes, and existing holders will be diluted. Investors will also vote on extending insider warrant expiries, approving potential additional issuances tied to warrants and a convertible note, electing eight directors, and reappointing PwC as auditor. Detailed voting mechanics for registered and beneficial holders are provided for a virtual‑only meeting on May 13, 2026.
Nouveau Monde Graphite Inc. filed Amendment No. 5 to a Schedule 13D updating Pallinghurst’s ownership after a major equity raise. On May 15, 2026, NMG completed a USD309.5 million equity financing, which diluted Pallinghurst Bond Limited below the 5% beneficial ownership threshold on a part‑diluted basis.
As of May 15, 2026, Pallinghurst International was reported as beneficial owner of 6,368,622 common shares, representing 1.94% of NMG’s common shares, while Pallinghurst Bond held 13,026,348 common shares, representing 3.88%. Both entities are organized in Guernsey. The filing notes that Pallinghurst International ceased to be a beneficial owner of more than 5% on November 14, 2025, and Pallinghurst Bond did so on May 15, 2026, and that this amendment is the final update reflecting those changes.
Nouveau Monde Graphite Inc. reports a major ownership update as Investissement Quebec increases its stake through a 2026 private placement. On May 15, 2026, the issuer sold 33,351,853 Common Shares to Investissement Quebec at US$1.84 per share, for a cash purchase price of US$61,367,409 funded from the investor’s working capital.
Following this transaction and including warrants and a convertible note, Investissement Quebec beneficially owns 85,751,341 Common Shares, representing 24.10% of the class, based on 329,114,330 Common Shares outstanding plus its underlying convertible securities. The position includes existing Common Shares, 19,841,269 warrants, and additional shares and warrants issuable upon conversion of a convertible note and payment of related interest.
The securities were acquired for investment purposes. As long as Investissement Quebec owns at least 10% of the outstanding Common Shares, it can designate one nominee to the board of directors, and at least 20% ownership entitles it to designate two nominees. The investor states it may buy or sell additional securities depending on market conditions but currently has no specific plans for corporate actions such as mergers, asset sales, or changes to the issuer’s capital structure beyond the governance rights described.
Nouveau Monde Graphite reports completion of a previously announced US$309.5 million equity financing package, allowing it to confirm the final investment decision for its Phase-2 Matawinie Mine.
The package includes a private placement of approximately US$213,160,000, where Canada Growth Fund, Investissement Québec and ENI subscribed for 44,452,460, 33,351,853 and 38,043,478 common shares respectively at US$1.84 per share. In a concurrent bought deal, 52,440,000 subscription receipts issued at the same price for gross proceeds of US$96,489,600 were exchanged into an equal number of common shares and the escrowed funds were released to NMG.
Supported by a previously announced senior project debt facilities commitment of US$335 million, NMG plans to use net proceeds from the offerings and debt facilities to fund design, engineering and construction of the Phase-2 Matawinie Mine and for corporate expenses and working capital. The filing also includes an investor rights agreement and a registration rights agreement granting ENI governance, pre-emptive and registration rights over its 38,043,478-share investment.
Mitsui & Co., Ltd. filed Amendment No. 2 to update its beneficial ownership in Nouveau Monde Graphite Inc. after significant dilution from an issuer offering and later financings. Mitsui now beneficially owns 26,052,695 securities, consisting of 13,552,695 Common Shares and 12,500,000 Warrants, representing about 7.6% of NMG’s Common Shares on a partially diluted basis using 329,114,330 shares outstanding as of May 15, 2026. The amendment also quantifies an earlier change when NMG’s December 20, 2024 offering reduced Mitsui’s ownership from 15.8% to 7.6%, a 5.1 percentage-point decrease, and notes this update is a late filing due to administrative error.
Eni S.p.A., through Eni International B.V., has acquired a significant minority stake in Nouveau Monde Graphite Inc. via a private placement. Eni International purchased 38,043,478 Common Shares on May 15, 2026 for an aggregate subscription price of US$69,999,999.52, giving the reporting persons beneficial ownership of approximately 11.6% of the company’s 329,114,330 outstanding Common Shares. The investment is part of Eni’s strategy to diversify its supply chains and enter the critical minerals value chain, with potential exclusive supply agreements for graphite and active anode material. Investor rights include the ability to nominate up to two directors depending on ownership level, board observer rights above 5%, pre-emptive and top-up rights, and information access. Eni International is subject to a lock-up on its shares until May 15, 2027 and standstill obligations until May 15, 2028, while holding registration rights to have its shares registered with the SEC after February 15, 2027.
Canada Growth Fund Inc. and its manager report beneficial ownership of 84,134,998 Nouveau Monde Graphite (NMG) common shares, representing about 24.1% of the class on a deemed 348,955,599-share base.
CGF first invested in December 2024, buying 19,841,269 common shares and 19,841,269 warrant shares for a total of 39,682,538 shares at an aggregate subscription price of US$25,000,000. In April 2026 it agreed to a further private placement of 44,452,460 shares for US$81,792,526.40, issued after shareholder approval on May 13, 2026. CGF has rights to appoint one NMG board member and one observer and may increase or decrease its holdings or engage with NMG’s leadership on strategy, subject to securities laws.