$QIMC, November 7th, 2025
Background and Forward Looking Statements
A special thanks goes out to the QIMC & INRS team for the work done in the field and for their investors.
Industry and Company Overview
Quebec Innovative Materials Corp (QIMC-CSE, QIMCF-OTC, and 7FJ-Frankfurt) is a Canadian company exploring natural hydrogen. This is being added to their movements in the silica and quartz space in tandem with HPQ and PYR. QIMC is one of the leaders in the early stages of this new industry, one that now has Bill Gates, Jeff Bezos (who alone are investing $ 300 million in Koloma), Mitsubishi, and others rushing to fund these projects as the realization of renewable energy dawns on them. As a very abundant resource, hydrogen is found naturally with helium. QIMC is looking to establish itself in the renewable energy space.
QIMC, on its part, has been approached by majors, including the Gates Foundation itself (per interview with Mario Nawfal), and Japanese majors, highlighting just how far along they have come. There is potential for QIMC to bring on strategic partners or a buyout. This work has come from years of groundwork by the INRS (Institut Nationale de la Recherche Scientifique). QIMC and the INRS in their partnership, have worked together on extensive work that, if it were quantified on other operations such as the European ones, would cost millions of dollars ,including all expenses. Which means there would be no dilution for the next steps needed (drilling, reservoirs, etc). QIMC now has Orvian LLC in the US, with more of them aimed to be set up in the coming months, one for each State in which they’re established, allowing majors to easily partake. The company, with its partners QMET and DMED, are continuing to advance natural hydrogen in Canada.
QIMC is in offtake discussions. They have also released an investor roadmap, notes from the document are below.
Collaborations & Partnerships
Working with INRS (Quebec / Nova Scotia / Ontario).
Collaboration with QMET in Nova Scotia.
Collaboration with DMED in Ontario.
Agreement with RGGS for Minnesota (U.S.) exploration.
Creation of Orvian SPV to structure and finance U.S. expansion.
Roadmap (Q3 2025 – Q1 2026)
Q3 2025
West Advocate (N.S.) discovery: Results up to 5,558 ppm.
East Advocate confirmation: 4 km corridor, peak 2,247 ppm.
Little Fork–Springhill discovery (N.S.): 4,850 ppm peak, 2km continuous anomaly.
Results from QMET regarding H2 exploration in N.S.
Implementation of RGGS agreement (Minnesota, U.S.).
Q4 2025
Southampton / East Southampton (N.S.) discovery: Peak 4,125 ppm.
Integration of seismic and geophysical datasets across Nova Scotia hot zones.
Results from DMED’s Ontario drilling work.
Selection of priority drilling targets in N.S.
Start of drilling in N.S.
Q1 2026
Continued drilling in Nova Scotia.
Selection of targets and initiation of drilling in Ontario.
Launch of valorization and transport strategy (NH₃ via Atlantic ports).
Initial offtake discussions with North American and European energy partners.
Conclusion
QIMC is positioning itself as North America’s clean hydrogen leader, with:
Four major Nova Scotia discoveries (West Advocate, East Advocate, Southampton, Little Fork–Springhill).
Breakthrough results in Quebec and Ontario.
Strategic U.S. growth through Orvian and RGGS partnerships.
A structured development pathway from exploration to drilling to commercialization.
These activities and confirmation of multiple continuous high-grade H2 zones, QIMC is forming the base for a North Atlantic clean ammonia hub.
QIMC presents a unique investment opportunity in the emerging clean hydrogen sector, blending scientific innovation with energy independence.
Next Steps for QIMC
QIMC reported a key permitting milestone in Québec (July 23, 2025) and has stated it is preparing to present drill targets for Nova Scotia (Nov 13, 2025).
Nova Scotia: As of November 7th 2025, QIMC has now identified
Drill Targets, to be revealed at the conference in Nova Scotia next week.
Offtakes, as spoken about in live videos, as well as in our road map. For AI data centres, as well as for Ammonia in Q4 2025 and Q1 2026.
New board appointments: QIMC announced the creation of an advisory board for its AI data centre strategy. This ties into the vertically integrated AI data centre model with their natural hydrogen energy model.
Since mid-September 2025, QIMC has signalled a strategic shift from pure exploration to integrated project development — announcing an AI data-centre strategy powered by its natural hydrogen discoveries and forming an external advisory board to accelerate implementation. The company is preparing to present defined drill targets at the Nova Scotia Mining Conference (Nov 13, 2025) and is publicly pursuing offtake and infrastructure partners for ammonia and off-grid AI computing.
Key Discoveries & Results in Nova Scotia
West Advocate Area (Cumberland Township)
Soil-gas surveys found very high natural hydrogen (H₂) concentrations.
189 samples collected over more than 4 km along Reid Family Forest Road and Eatonville Forest Road.
Highest H₂ value: 5,558 ppm, a record for the area.
65 samples > 500 ppm; 21 samples > 1,000 ppm.
East Advocate (Bennett Hill Road section)
QIMC reports a second major natural hydrogen zone identified here.
Continuous anomalous soil-gas line ~4 km long.
Average H₂ ~ 623 ppm, median ~520 ppm; peak ~2,247 ppm.
Sample distribution: ~36% of samples between 500-1,000 ppm; ~11% between 1,000-2,000 ppm.
Geological Setting / Fault Zones
Discoveries are close to the Cobequid Fault Zone. This is a major crustal structure in Nova Scotia.
The geology includes sedimentary covers (Horton Group etc.), and structural complexity (faults, reactivation) that may help generate and allow migration of hydrogen.
Exploration Expansion
Qmet and QIMC are continuing together in the region, with QMET recently closing the first tranche of their private placement, with the second to be closed shortly.
QIMC has expanded its land claims in Nova Scotia (especially around West Advocate).
Phases 3&4 are now in play. Looks to finalize offtakes.
All four zones in NS have had sampling results released.
QIMC now has their announcement of drilling targets to come shortly.
QMET will also be looking to drill in the present quarter in tandem with QI.
Recent work in the Cumberland Basin produced another major discovery (Sept 22, 2025) with peak soil-gas values up to 4,125 ppm H₂ and multiple samples over 1,000 ppm — supporting the company’s characterization of Nova Scotia as a district-scale hydrogen system and forming the basis of near-term drill targeting.
Significance & Implications
The hydrogen concentrations are unusually high for soil-gas in Eastern Canada. The 5,558 ppm measurement in West Advocate is especially notable.
The size of the anomalies (multi-kilometre scale) in multiple zones suggests this isn’t just isolated pockets, but part of a more extensive hydrogen system.
Geological fault zones seem to play a critical role in enabling or concentrating the hydrogen. That points to potential predictability: areas along these faults are good exploration targets.
Ontario
QIMC and DMED have sampling done on their Ontario properties.
DMED with the INRS and QIMC have a program with 2000 soil gas samples to identify natural hydrogen zones. This is on the geological continuation of QIMC’s St-Bruno-de-Guiges asset. The results of the sampling program have come out with 454 Samples Analyzed - 55% above 500 ppm, 19 Samples Over 2,000 ppm, and a high of 2,817 ppm Hydrogen (H2). These lines cover 45.3 km. "As part of our commitment to sustainable regional development, we are also advancing discussions with the Témiscamingue First Nation on establishing an AI data infrastructure project powered by off-grid natural hydrogen energy," said John Karagiannidis, President & CEO of QIMC.
United States
Minnesota:
In Minnesota, through Orvian, QIMC secured a 1,600-acre land package. It is close in proximity to Koloma. One other consideration is that QIMC were unsolicitedly invited by officials from Minnesota to come out and discuss land. The ministry has 12 million acres at its disposal, and now, QIMC can narrow it down to the ones that fit the geological profile that the company is aiming for and expand in the US thanks to strong government support.
QIMC also announced an agreement through their SPV Orvian, in tandem with RGGS Land and Minerals Ltd (owned by Russell Gordy). Through this collaboration, QIMC looks to expand their clean hydrogen initiatives.
QIMC, since my last article, has now announced that through Orvian, they have secured a large area in the Mesabi Iron Range (~12,000+ Acres).
QIMC continues to expand geographically and strategically. Since late summer 2025 the company has secured U.S. acreage through Orvian (including a large ~12,000-acre package announced Sept 15, 2025) while also continuing discovery work across Québec, Nova Scotia and Ontario — positioning itself as both a natural hydrogen explorer and a potential energy supplier for off-grid infrastructure projects.
https://www.dailymail.co.uk/news/article-15243005/minnesota-hydrogen-reserves-rich.html
Now in Minnesota, recent developments with the government revealed some information regarding the legislation for extraction. There are some concerns over the extraction of the hydrogen in the US, regarding fracking concerns. This is something that would be bypassed in collaboration with DMED's technology. However, in this article, this was stated to not be a concern and would result in progression before legislation passes in late 2026/early 2027.
Minnesota would not be gas extraction in the traditional sense like a static reservoir. Geologic H2 isn’t that. It is a dynamic system from source rocks. Things in Minnesota for QIMC are moving forward with the MNR and the State. That is the portion of the technology coming to play, with integration into the iron ore formations. Such as those in the Mesabi Iron Range. As highlighted in this and in the article provided above, everything is on track as governments get on board with natural hydrogen.
Houston:
This conference is meant for QIMC to engage with international partners, industry leaders and stakeholders in the hydrogen space. This will help raise awareness to the ongoings of QIMC. A lot of very serious players will be involved at this conference.
Black Tree Energy Group: QIMC entered a partnership to bring their expertise to the US in March and develop natural hydrogen projects there, culminating in an Orvian Project (one in every state). QIMC, for their part are now able to capitalize on BTEG connections for financing and other benefits for their expansion. News to follow in this space.
Below, the write-up contains old information from Quebec, Nova Scotia, and Ontario.
Next Steps
The processes that QIMC have used for sampling, and those for next steps align with scientific processes to be or that have been used with Marc Richer-Lafleche's theories on the hydrogen. Now it is no longer a test on whether there is hydrogen; it is a question of how much hydrogen there is. Hydrogen is a dynamic underground system with constantly flowing hydrogen. Due to the timing of the year, this is the time when the next steps are drilling, advancing on our land in the US, and the continuation of work on Nova Scotia, Ontario and Quebec land. QIMC is also doing work in the land of companies such as QMET (Matane and Nova Scotia), and DMED (Ontario). With DMED technology having the ability to be deployed in the US. QIMC will be looking to drilling in Nova Scotia after the conference in November, with the targets announcement pending.
Industry Contacts
As a nascent industry, QIMC have a relationship with Avalio, ran by Vitaly Vidavsky and Nikolay Larin. They are experts with years of experience working on natural hydrogen and QIMC can benefit from that working relationship.
Pricing Resources
Natural hydrogen is a low-cost resource to exploit, at a cost of $1 per kg for extraction, and selling at about $10 per kg. As Gold Hydrogen has recently discovered, there are possibilities of helium in the grounds where the hydrogen is found. The team at QIMC will be exploring the opportunity for their helium on their property. (sells for about $50/kg)
Determining Natural Hydrogen
From the news release dated September 11th, "The tectonic zone of the graben appears to have been active since more than 546 Ma, as evidenced by the emplacement of alkaline magmatism represented regionally by numerous carbonatites (e.g. St-Honoré carbonatite, Niobec Mine), but also by lamprophyres and kimberlites (Gittins et al., 1975)" notes Prof Richer-Lafleche. "The graben's normal faults were subsequently reactivated between 200 and 250 Ma during the Triassic and Early Jurassic (Tremblay et al., 2013). The graben still exhibits neotectonic activity, as evidenced by the magnitude of the earthquake that struck the Saguenay-Lac St-Jean region in 1988." "In addition," states Professor Richer-Lafleche, "in the western and southwestern parts of Lac St-Jean, normal graben faults cut large volumes of potassic granitic and syenitic rocks, as well as mafic intrusive rocks associated with the Lac St-Jean anorthositic complex. Potassic rocks, which are also rich in actinides, are potential sources for the production of hydrogen by radiolytic processes."
Importance of soil samples, and at the right time/temperature
“NO FALSE POSITIVES FOR QI MATERIALS: Soil samples are key to any hydrogen project and false positives need to be ruled out (something QI Materials does not have a problem with). Some hydrogen exploration companies are looking for H2 in old oil or gas wells and have issues with anthropogenic values where the corrosion of wells creates hydrogen. Other hydrogen exploration companies have false positives coming from biogeneration caused by the soil type whereby bacteria could break up and produce hydrogen. In QI Material's case, Existence of unique geological settings has been modeled which enables hydrogen to be generated by geochemical reactions deep in the underground where water geochemically reacts with specific type of basement rock that is rich in iron, potassium, radon, etc taking out the "O" from the H20 and generating hydrogen which then seeps up to the surface through seismic faults that are now being explored. As QIMCs' highest PPM measurements read over 21,000 PPM at sub-zero temperatures, this gives indications that the numbers are higher now and at deeper depths.
The company has also received support from local First Nations, and they have aided the company in their drilling efforts not just in Quebec but in Nova Scotia as well.
News Releases since Sept.12, 2025
QIMC — Orvian secures 12,000-acre Minnesota package — Sept 15, 2025. Newsfile
QIMC — Confirms Third Major Natural Hydrogen Discovery in Nova Scotia (4,125 ppm) — Sept 22, 2025. Newsfile
QIMC — Confirms Completion of Extensive Hydrogen Soil Sampling in Ontario’s Temiscamingue Graben — Sept 30, 2025. Newsfile
QIMC — Unveils Vertical AI-Data-Centre + Hydrogen Model — Oct 30, 2025. The CSE
QIMC — Establishes AI Data Centre Strategic Advisory Board; to present drill targets at Nova Scotia Mining Conference — Nov 6, 2025. Newsfile
INRS & The Team
Minimal to no dilution in the short, medium or long-term timeline for QIMC.
In partnership with the INRS they have access to drilling equipment and funds, leaving the company in a good position to not need massive dilution to get their end goal. This presents a unique opportunity as the INRS are part of it, insiders are very committed, and a CEO (John Karagiannidis) and a team with the know how to bring QIMC in the best direction. At the time of writing, the approximation on their other exploits (quartz/silica) pays for the market cap. QIMC has expanded their team recently with Andre Turmel, Fabrice Consalvo, Sylvain Boucher, Eric Chouinard and Peter Wong. Andre is part of the “Comite Executif” for Hydrogene Quebec, he has a proven track record. Widely recognized in Canada, being named “Lawyer of the Year” in both Oil & Gas and Natural Resources (2024–2025), and earning a top ranking in Energy Law. Fabrice joined the board and brings in over 30 years of energy and investment experience. Sylvain is an expert in digital integration, scaling operations and clean tech growth. Eric is the founder/former CEO of a major Canadian data-centre company (iWeb Technologies) bringing insight into scaling up these AI projects.. Peter is the economist development officer for the Témiscamingue First Nation, who will guide community and Indigenous engagement as QIMC’s projects expand across the Ontario–Québec hydrogen corridor.
https://cdn-ceo-ca.s3.amazonaws.com/1jgu4lk-2647-0P0001M7B8-2HKQC1N5P2C3IFFKK48S7PU13F.pdf
New Staked land: QIMC have secured more land since my last write-up, with new claims in the Cumberland Basin, which is strategically near ports and easier to distribute (future thought). QIMC are now in their second stage there, with more than 1000 samples collected in the area. Prof.LaFleche and his team are looking to find the results of the sampling program, to find hydrogen, methane, and carbon dioxide. Members from the Temiscamingue First Nations are also in this initiative.
DMED development: John Kargiannidis is now the President, CEO and Director of DiagnaMed. Given the government is strengthening their budgeting for hydrogen in the province, this is a clever move, with $30 million being put toward their initiatives. QIMC and DMED together can now look to advance the sector not just in Ontario but the US too. DMED are now exploring Temiscamingue and will be continuing work with the INRS and QIMC to move this program forward. QIMC now has the full Temiscamingue district, and now has the DMED technology.
History of Quebec Sampling:
Based on the soil and geophysics anomalies, they began deploying monitoring / shallow wells. These were placed in anomalous zones identified from lines / electrical tomography. Up to ~50 m deep, in overburden (Quaternary sediments) and shallow fractured rock. Some wells drilled into shallow monitoring holes to sample “below the soil horizon and in shallow fractured rock.”
One major result: a shallow well got 7,119 ppm H₂ at ~50 m depth, with several other wells giving results in hundreds to a few thousands ppm.
Started real-time monitoring of hydrogen flow at “hot spots” using shallow drilled holes (~5 m) with probes. These are shallower than the 50 m wells, intended to monitor dynamic gas flow and see temporal variations. Very shallow (5 m) for flow monitoring; plus continued monitoring wells at 50 m and increasing depths in some cases. Also using headspace gas and possibly dissolved hydrogen in water. Helps see how hydrogen concentration / flow varies over time (season, temperature, etc.) and starts to validate that accumulation is not just a soil/organic effect.
Monitoring wells, deeper sampling, line wells etc. Also increasing depth of wells, and increasing hydrogen concentration readings. Launching larger campaigns in Quebec and other zones.
Conclusion
QIMC represents an intriguing investment opportunity, as the partnership with the INRS will reduce dilution as opposed to other options, and a smartly run company. There is no foreseeable cash raise coming in the short, mid or long-term future. The drills, as mentioned above, are provided for exploration and provide a clear path to the next steps. Utilizations of their resources are wide open; they can transport out to Europe, use for Canadian energy, or they can build server farms or mine crypto ,as an example, using the renewable energy source to do so sustainably.
QIMC for their part are now in three provinces and in Minnesota. QIMC is looking to drill in two provinces, and has plans to drill Q1 in Ontario.
With a tight float held by insiders and long holding investors, QIMC has the potential, pending more discovery to become more established. Continuation of work with the INRS will provide a clearer path to more findings and establishing reservoir sizes, with proven scientific methods similar to those being used worldwide. QIMC has three prongs to their arsenal, with interests in hydrogen, silica, and potential in helium.
QIMC X account: https://x.com/QIMCSilica
QIMC Instagram account: https://www.instagram.com/qimcsilica/
This is not financial advice, all of these are my opinions/research and compilation of news releases from the last year.
