▲ 39 r/Baystreetbets
Canada, Japan consider critical minerals joint stockpiling in hunt for China alternatives
"Ottawa and Tokyo are in talks on options for cooperation including joint mining projects, off-take agreements and stockpiling arrangements for minerals such as graphite and gallium, International Trade Minister Maninder Sidhu said in an interview."
u/wornholeo — 10 days ago
Carney refers to Nou.to
Nouveau Monde Graphite has dipped hard and one analyst has a target of nearly 4x the current price.
u/wornholeo — 27 days ago
NMG for mayor
Market dynamics pulled this down further today, before seeing a bounce. There's an analyst estimate at nearly 4x current value.
u/wornholeo — 27 days ago
▲ 8 r/Baystreetbets
Nou.to found support today
Market dynamics pulled this down further today, before seeing a bounce. There's an analyst estimate at nearly 4x current value.
u/wornholeo — 27 days ago
▲ 10 r/Baystreetbets
Nou.to haz dip
NMG (nou.to) had a challenging period as the company transitioned from development to construction at the Matawinie mine. Diluted to raise cash a few months back. Groundbreaking ceremony last month.
The project is de-risked by offtake agreements covering 70% of expected production, including deals with Panasonic Energy, the Government of Canada, and Traxys North America.
Watching for a final decision on the downstream battery material plant in Bécancour, expected in the second half of 2026. Financing assembled through a mix of strategic equity partners, government debt, and customer pre-payments, distinct from the funding already secured for the Matawinie mine. So that's looking like a probable short term catalyst.
u/wornholeo — 1 month ago
▲ 6 r/SCDstock
"Greer said the United States is looking to work with Canada on energy and critical minerals development in ways that would be mutually beneficial to both countries, the sources said."
u/wornholeo — 2 months ago
▲ 2 r/Baystreetbets
u/wornholeo — 2 months ago