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The Calandra Report & Graphite In Québec (July 21, 2016)

on 7/21/2016

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SAN FRANCISCO -- When I look over my shoulder, I see this graphite company -- the other one in Québec -- stick ing to its bunting.

My graphite company is the one I started buying two years ago in August 2014 after one of two visits: Nouveau Monde Mining. Its market value of $18 million USD is a quarter of the Quebec graphite developer that is leading the pack: Mason Graphite.

Mason is as worthy as they come in the overcrowded field of wanna-be graphite developers; Mason has Benoit Gascon, a storied and veteran graphite developer and operator, at the helm. Mason Graphite likely will be the first new graphite (Cg) project in that French-speaking prov i nce of Canada in many, many years . I do not own Mason shares, which are at their highest point in USD and CAD since early 2013. (I own more than 100,000 shares of Nouveau Monde; I won a small amount of Great Lakes Graphite; I own a small amount of Northern Graphite ; on the lithium side of the rechargeable battery equation, I own a small amount of a new-co with a Nevada brine deposit: Advantage Lithium.)

Nouveau Monde (NOU in Canada and NMGRF in USA) I hope will be the second graphite mine in Quebec -- the second fresh one, that is. This will be on a portion of its Matawinie property just alongside the town of Saint-Michele-des-Saintes some 130 kilometers north of Montreal.

Young and barrel-chested Eric Desaulniers ' to-do-list for his little Nouveau is pretty big. So far, in the two years since I met him way up there, Eric has ticked off six or more of a list of maybe a dozen major tasks for the high-grade and varied graphite at Matawinie. I won't go into all of them; just look at the events for yourself. www.nouveaumonde.ca

Some 14 linear km of conductive anomalies via graphite grading generally 3% to 7% carbon graphite.
Resource calc: 48.6 million tons indicated at 3.97% Cg and 34.7 million tonnes inferred at 4.08% Cg. Strip ratio of 0.94:1.0.
Flotation milling yield s a concentrate with a purity above 97.1% Cg and a recovery rate of about 89.5%.
June 2016
: a preliminary economic assessment for Matawinie.

Pas mal for a geophysicist who with his wife, Sophy, tends to a family of 6. I think he also stuck a diamond property, a potential one, and a gold property, in the mix, too -- after viewing his domain from a chopper along with his geologist partners.

Here is what lies ahead in rainy Quebec this summer and autumn for NOU, whose property resides in a part of Canada better known at this time of year for forested lakes and easy fishing than it is for black and beautiful graphite.

Eric says he is " very active in the project development these days . "

As in:

1- 7000m d rilling is on- ​​​ going for resource expansion and definition for an update d resource later this year;
2-
graphite products ' flowsheet development to be included in a PFS early 2017;
3- e
nvironmental studies ongoing.

On the " marketing " side, Eric already has former Lehman Bros. boss R i chard Fuld on board with his advisory firm out of NYC; and along with that a greater than 5% st a ke in NOU. Mr. Fuld and his firm are putting Eric in touch with possible Korea, Japan and other graphite users -- manufacturers of lithium-ion batteries, chemicals, paints and other uses for the Cg ​​ .

[Look at the nouveaumonde.ca spiel and you will see four or five other banks, pensions funds, trusts and entities that own slices of NOU. The shares for that reason are a challenge to buy. My purchase today at approx. 22 cents USD took almost a minute to go through -- at "market."]

Eric adds today that NOU will be "starting institutional roadshows helped by three C anadian banks in Toronto, Montreal and NYC early in August, and it should hel p the proper valuation of the company. " Perhaps. What I would like is an improper valuation for Nouveau Monde, one that is three times the scale of worth for any rare, richly endowed and easily traveled graphite project.

All in due time, Monsieur Desaulniers.

You see attached here th os e share purchases I have made in one account alone since August 2014. Pray thee, TCR Network, keep them close to home. There are other accounts -- every one I own, or we own, I believe, or almost every one, with NOU shares in 'em.

 

​The TC/TCR purchases:

 

​         

 

07/20/2016

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

3,900

$0.2234

*

-$877.08

07/20/2016

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

2,100

$0.2184

*

-$458.70

06/27/2016

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

1,000

$0.258

$8.95

-$266.95

05/24/2016

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

12,000

$0.219

$8.95

-$2,636.95

10/20/2015

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

7,800

$0.1449

$8.95

-$1,139.17

09/08/2014

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

6,000

$0.222

$6.71

-$1,338.71

09/08/2014

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

2,000

$0.222

$2.24

-$446.24

09/05/2014

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

10,000

$0.206

$8.95

-$2,068.95

08/06/2014

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

6,000

$0.1588

$3.36

-$956.16

08/06/2014

Buy 

Trade Details

NMGRF

NOUVEAU MONDE MNG F

10,000

$0.1588

$5.59

-$1,593.59

 

-- Thom Calandra

  (None of these companies pays me a dime.)

 

 

Vienna, Austria: Sounds Like Money --  Asset Protection  September 18 - 24, 2016


-- TCR Network member ECI Development stages the confab each year for anyone in the 
modern world looking to export their wealth and family. It is in Vienna.

 

 

 

 


Aurums By The Gram


-- Valaurum's certs come in quarter-gram purest gold and tenth-grams 
and are art-house quality. I am an investor in Valaurum,. If you're balking at 

the rising gold price, look at these, in a bunch of styles. APMEX and others sell 'em.

Inline image 2

This final one, Red Cloud Klondike Strike,

is Chad Williams' market dealer of private mining

placements in Toronto. Individuals welcome.. 

 

 

The Calandra Report: Subscribe for $139 yearly

-        Option 1 – pay for 1 year here

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Thom Calandra & TCR are researchers and investors. Research and material they offer to subscribers are meant as editorial opinion.

 



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