NMG · Nouveau Monde Graphite Inc.

This 6-K filing discloses a material, multi-party financing arrangement central to Nouveau Monde Graphite Inc.’s advancement of the Matawinie Project — its flagship graphite mining and processing initiative in Quebec. The $213.2 million private placement, executed via three parallel subscription agreements (with Canada Growth Fund Inc., Investissement Québec, and ENI International B.V.), constitutes the equity component of the company’s Final Investment Decision (FID) financing package. Critically, the FID is explicitly defined as the Board’s formal go-ahead for the project, conditioned on securing both this equity and the $335 million senior secured debt commitment from Export Development Canada and the Canada Infrastructure Bank. The participation of strategic investors — including a Canadian federal fund, a provincial Crown corporation, and a major European energy company — signals strong institutional validation and de-risks execution by aligning capital with long-term offtake and policy objectives. Proceeds are allocated across project execution (design, engineering, construction), operational readiness (general and administrative expenses), and liquidity (working capital), indicating a transition from development to active build-out. The unregistered nature of the offering under U.S. securities laws reflects its non-U.S. investor base and regulatory pathway, while the $1.84 per-share price establishes a current valuation benchmark. Given the scale relative to the company’s prior financial position — the disclosed $213.2 million represents over 3.5x the total gross proceeds from its prior public offerings — and the direct linkage to FID, this financing is foundational to near-term asset delivery, timeline credibility, and future revenue generation potential.