NioCorp Developments Ltd (NB) Share Price

https://x.com/EximBankUS/status/1896616778458910825?t=_lYDZ7HLCZY_WUiaAhqrRg&s=19

https://foreignpolicy.com/2025/03/03/ukraine-critical-minerals-trump-supply-chains-russia-war/

Zero means next to nothing. Not sure how many of the positions are passive but Kingdon got run over on a horrendous purchase. It was like they did a favor to someone. Having crumbs from GX on the BOD is not helpful either.

We are aimed by shorts, not so new....

Who is celebrating? I merely responded with facts to a post that claimed there is "zero institutional interest".

Less than 7% institutional investment is nothing to celebrate.

Where do you come up with "zero institutional interest?" The latest updated institutional holdings, showing a sharp increase in in institutional holdings in February were posted here on Friday. I do acknowledge the 3.25 million or so shares held by 64 institutions is a bit disappointing, although the list of the top 10 institutions holding NB shares was pretty interesting, e.g. "Largest shareholders include VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Vanguard Group Inc, Northern Trust Corp, Kingdon Capital Management, L.l.c., Jane Street Group, Llc, Cable Car Capital LLC, Citadel Advisors Llc, BlackRock, Inc., IWC - iShares Micro-Cap ETF, and Bank Of America Corp /de/ ." And, there is no way to tell what percentage of these holdings are in index funds due to NB being in the one Russell index. The largest Vanguard holding clearly appears to be an index fund investment.

I was told that COVID would have no effect on funding. Also the business engine started roaring to life in late 2021. The quest for critical metals has never been more in the public eye. Yet, the company cannot get any traction and zero institutional interest. That is the reality of the situation. Doing the r/s and bringing in GX was a nail in the coffin.

I do not know what the future holds for Niocorp but unless it is a home run deal, the initial wave of retail got wiped out. That is a fact.

How many more times does that need to be explained DOA? Mark Smith has acknowledged he should never have quoted the head of the lender that made the statement that a deal was imminent. But we all know that was very late in 2019, and just weeks later COVID hit and the US and entire world essentially shut down for quite a time and it was a completely risk-off environment, No one was doing any deals like this or funding $Billion projects like this one. Was it frustrating and unfortunate? Absolutely. And that lender never came back to the table. But, as things emerged from COVID, EXIM launched the "Made in America" initiative, changing its rules, and it became the best debt funding option. None of us is happy with the delays, or how the GXII RM went, but I still believe in the project and am confident it will be funded and built. And, the drop in share price down to the $1.30 range late last year during tax loss selling season was an excellent opportunity to add to positions for the long term.

I meant Trump, not the government. At the time I agreed with the company because the Don was toxic.

Just tell me where the other bids went to and I would be content. Mark had Niocorp down as a can't miss project and that was almost a decade ago. Imminent means imminent. What the hell happened?

Not sure where you are coming from DOA. I assume you are once again claiming that NioCorp does not want the federal government anywhere near this project. But ever since mid-2022 when EXIM launched its "Make More in America" initiative, and for the first time began accepting applications to fund domestic projects on US soil, it became a no brainer for NB, given that the interest rates and other terms will be more favorable than any debt financing it could ever find anywhere else. SMFH
So in the end, Nio needs someone they never wanted near the project to help rescue them.

I think Oliver might need to lay off the drugs for while and get a calendar.

“The operational launch, planned for January 2023, will mark the beginning of a new era in the U.S. mining industry.“

Elk Creek Project to Reduce US Reliance on China for Critical Minerals
By Oliver Harris / March 2, 2025

https://miningtechnologyinsights.com/2025/03/02/elk-creek-project-to-reduce-us-reliance-on-china-for-critical-minerals/
The Elk Creek Critical Minerals project in Nebraska, USA, is poised to revolutionize the global supply of critical minerals, with a particular focus on titanium, scandium, and niobium. This breakthrough is not just a geological triumph but a strategic geopolitical move that could reshape the dynamics of the mining industry and global trade. The project, developed by NioCorp, is set to become North America’s first and only processing and mining facility for these critical materials, marking a significant shift in the United States’ dependency on China for industry-critical raw materials.
Required submitting an email to register.

I think the important take away here is that not only were NioCorp and Elk Creek actually mentioned by name, the entirety of the article is about them and how they could be THE solution to the China woes. And, it doesn't appear to be Sims or Smith generated.

Yes, I read it before I posted it, thanks. When available, I always post the date on the site that shows when the article was posted and/or written.
by Edwin O. March 2, 2025 in Energy
I wasn't able to find it posted anywhere previously, so it was unlikely anyone else on this board had seen it. It was/is still on the homepage along with other recently published material. Also, why my sole comment was, "Just read it..." (and decide its value for yourself).

It was indeed not always accurate and also incomplete

I'm an author and have a lot of writing experience in both fiction and nonfiction. I strongly suspect AI wrote segments of the piece, if not the whole thing.

Information about the author: 
Edwin is a seasoned author specializing in mobility and energy topics. His writing style effectively informs readers accurately while keeping them engaged and captivated.


I note the lack of expertise. I doubt the company paid for the piece.

I wonder if the "author" Edwin O. is just more generative AI. This seems to be a grouping of previously stated information along with errors like the 2023 statement. Also, we haven't "secured" anything. The resource is in the USA, and its there if someone wants to fund its harvest. The last 10 years of can kicking has not pointed towards this being the "most wanted mine in history". I wonder how this wad of interesting text came into existence. It does sound nice.

Quote:

"The site’s operational launch is planned for January 2023 ..."

Try this https://wapo.st/4h0mg7u

Subscription required.....

https://www.washingtonpost.com/opinions/2025/03/01/trump-minerals-ukraine/

I hope they find someone other than their current contractor. That outfit botched 2 jobs in nebraska BIG TIME. Complete and total failures.

Hey if you don't mind sounding like a complete idiot, be my guest. See you next year waiting behind that bush. (Hope not)

I am wondering what the CapEx cost will be in 2025 dollars with all the hyper inflation that sleepy Joe presided over.... that $1.3B figure that was thrown around in the last FS era, will probably be updated to close to $1.6B (and that is even with the inclusion of the cap-ex saving RailVeyor choo choo train system..), Awhile back it was tossed around that between the EXIM loan and possibly the DOD throws additional funding in to cover the shortfall?? or are we staring at a HUGE Equity hit to cover the remainder of the financing (i.e., the balance of the total minus the EXIM ~$800M infusion)...... thoughts/comments????
NCT

I know you don't like it, lol. 

Why are you stuck on that phrase? Next year if we are still sitting here under 5$ you will still be saying that

Something is behind the bush.

When was this written? From the article-

The site’s operational launch is planned for January 2023, when it will start producing local minerals.

Thanks for posting! What a great article about NioCorp. Just need EXIM or one of the 2,781 Billionaires in the World to throw us a bone.

LMAO what did they pay for that? If we are that wanted nobody is acting like it. I realize times are changing overnight but 3 months ago nobody wanted to touch this with a 10 foot pole. Tremendous interest though. 🤪🤣

It’s the fall of China — The most wanted mine in history, found in America
by Edwin O. March 2, 2025 in Energy

https://www.ecoticias.com/en/china-us-critical-minerals-breakthrough/11718/

Just read it...

Is the deal closable? That's the big question. Is the resource actually harvestable and is there any entity that wants to actually do it? Imminent wasn't imminent. Imminent wasn't anything near anything. Was it ignorance or deception by the veteran team?

It’s debatable, whether-or-not, this part is working

We must also strengthen our alliances with international partners while expanding our global partnerships in emerging markets. Australia’s recent “no-China” clause, backed by a $400 million Australian government investment in a rare-earth refinery, exemplifies how allied nations can bolster secure supply chains

Thanks for the DD

National View: US must build an independent critical-minerals supply chain
Opinion by Pini Althaus
March 01, 2025

https://www.duluthnewstribune.com/opinion/columns/national-view-us-must-build-an-independent-critical-minerals-supply-chain
The United States must incentivize domestic exploration. While major companies’ large mining projects ensure some production, a “bottom-up” approach focused on early-stage exploration by junior mining companies will ensure a long-term supply of domestically mined minerals. Funding for such high-risk exploration programs has become difficult to obtain from traditional mining investors and those seeking exposure to critical minerals, so the administration must seek ways to unlock widespread investment. Adopting measures similar to Canada’s flow-through shares system, which provides tax incentives to investors, would attract investment, accelerate discoveries, and unlock untapped resources.

Given the highly favorable environment we are in right now with the Trump administration, if Mark doesn’t get some traction soon, he needs to give it up to someone who can close a deal.

There no reason this project should not be financed and construction beginning ASAP. The project is on private property, said to be shovel ready and the minerals are needed yesterday. By all appearances, Niocorp management has failed miserably to advance the project and maintain investor’s equity the past few years.

However....

Trump will not open the door again,

So not only MP should have a very green positive future.

Exim should execute the wish of the president.. 

NCT, the existence of $500 billions rare earths in Ukraine was never officially invistigated by experts.
Airplane with some equipments on board flying over method of finding rare earths never accurate to give dependable information.

That why US did not give security guarantees to Ukraine for the claimed rare earths deposits.

Jim's response to PC- his focus will soon shift more to the domestic mining side once he realizes that, even if he gets some form of mining or resource concessions there, it will be many years before any private company is willing to do exploratory work on land that is littered with unexploded ordinance and where the Russians are still within rocket and artillery range.

That’s what I’ve been hearing as well about Ukraine not having rare earths….This information alone should make our administration expedite EXIM deal with NioCorp. Maybe I’m wrong but Trump said America First, right?? Or was it Ukraine first??

not sure what you're trying to say here TH? pls. clarify...

Inside China Business on YouTube program the American reporter said $500 billions Ukraine rare earths don’t exist.

Just like it happened in Afghanistan previous war.

Keep NB/ NIOBW and sold tech stocks I had.

On chip wars If US couldn’t defeat China on techs, then without monopoly many US tech stocks would be overvalued.

Just a dream.....


A nice one, from 2 to 20s......

Just so you don't feel stupid on your-own, I will chime in to say, Wrong

Trump is using us as a Bargaining chip/deal maker, for Ukraine's minerals!
Kick Zelenski out of the WH, and install EXIM BOD shortly thereafter
And Big News Release about Nebraska, Monday?
(or not)
************
ROFLMAO I can't believe I just said that!

**********************
I just voted!
Better Luck Next Year,
Mark, Michael, Dean' and Peter
Not Necessarily in that order.

🤷🤷

So in the end, Nio needs someone they never wanted near the project to help rescue them.

Nice find ge!

Close?

And to believe it's a scam, one would also have to believe that they're actively trying to defraud the U.S. Gov't out of close to a $billion. Unlikely.

Exactly. EXIM does not invite $800 Million loan applications, or advance such loan applications in the process, or issue Preliminary Indicative Term Sheets to scam companies. Just ignore him. He does not know or understand anything about this company and project.