National Bank Financial initiates coverage on Nouveau Monde Graphite stock

Published 12/09/2025, 13:24
National Bank Financial initiates coverage on Nouveau Monde Graphite stock

Investing.com - National Bank Financial initiated coverage on Nouveau Monde Graphite Inc (CVE:NOU) with a Sector Perform rating and a price target of C$3.50.

The financial institution highlighted that NMG is advancing one of the only fully permitted, shovel-ready, vertically integrated graphite operations with all assets located in North America, combining the Matawinie Mine and the Bécanour Battery Material Plant in Québec.

National Bank Financial derived its price target using a 0.80x NAV multiple on its project NAV, noting that despite the company’s strong strategic positioning backed by tariffs, offtake agreements and permits in place, the next significant share price increase will require the closing of project financing and final ruling on duties.

The firm identified three upcoming key catalysts for Nouveau Monde Graphite: a binding financing package, final U.S. anti-dumping duty ruling, and project FID (Final Investment Decision).

National Bank Financial remains constructive on the company’s outlook, with its analyst report also providing a graphite industry overview for investors not familiar with the sector.

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