NioCorp Developments Ltd (NB) Quote

dutchfree....thanks for the article....but in the article it states:

MP Materials previously sent the heavy rare earths that it mines to China for processing but it halted that in April amid the tariffs.

Does MP have any of the heavy rare earths?? I don't think they do??

Again in Some newspapers …… MS is always there…….

https://abcnews.go.com/Business/wireStory/china-grants-rare-earth-export-permits-after-us-122792694

Great post Chico on Reddit!! Thanks
I still think Scandium will be the big winner at Elk Creek

Project Pivot

https://www.reddit.com/r/NIOCORP_MINE/comments/1lb7er1/niocorpscandium_aluminum_the_uks_critical/

I was kind of hoping for a Monday-breakout, and a nice run up on a Monday is always nice.

News or not, I have little doubt we have a strong green Candle. It would be iconic if we open at $2.90 and never look back. LoL
Just Kidding

But…
There’s a lot to be said for higher lows, higher highs, and higher closings
*********
OHLC
https://money.tmx.com/advanced-chart/NB?chartSymbol=NB%3AUS

Even though NB did not close at $2.90 it was still a strong week

From the sound of the US Critical Materials Executive, it sounds like they are ready to start mining by end of year, but in reality they are still in the exploratory stage not yet FS and fully permitted, unless i am misreading their stuff...... doesnt even compare to where NB is ??
I still don't understand why we are going thru 6 months plus of more drilling and testing when we are in an emergency presidential order status on REE/criticals, and i STILL don't understand why the Gubmint does not explore ALL of the Ore body on site at Elk Creek, which would be much more quickly accessed than all the other 'alternatives' that we have scrambled to explore (hearing on the news) .i.,e., Greenland, SeaBed, Ukraine..... yaddda.... and blah blah blah.....

C'mon man .... we have all this Ore Body and we are just focusing on 10% of the ENTIRE ORE BODY! Let's strike while the iron is HOT!! It's a freakin' 3 alarm fire/ CODE RED mineral/REE supply line EMERGENCY for gawd's sake..... let's PUT all the CARDS on the table......

Don't get me started!!!! hahaha
Ya dddddaaaaaaaaaaaaaaaaaa

NCT- musing however confuzing..... :D

If they both host Columbite Ore and Columbite is a regular host of Niobium. Their host Ore may just be particularly comparable to NioCorp’s Orebody.
NioCorp probably has the ability to process those minerals also.

I wonder what else is lurking beneath the Sheep Creek soil in Montana, that would be of interest and value.

I’m intrigued to know what kind of cooperation Mr Kaye of Sheep Creek was referring to in the interview he had in ge11 posted link.

Thanks for the article PutzMueler.

Funk is the AP writer that was at Elk Creek for one of the investor meetings.

Nice find PM! Thanks for sharing…
Niocorp mentioned the ability to to separate “other sources!” On site…. These quality projects are in the spotlight. Waiting for news to drop with many as offtake agreements, anchor investor/s & govt entities are all involved & everything is starting to Gel!

Nice find Putz!
“In his article Funk notes that two companies are trying to develop mines, Nio Corp in Nebraska and U.S. Critical Materials in Montana.

“Officials at NioCorp and U.S. Critical Materials said they hoped the push from the White House would help them raise money and obtain the necessary approvals to start digging. NioCorp has worked for years to raise $1.1 billion to build a mine in southeast Nebraska,” according to the article.

Funk notes that NioCorp recently signed a contract to do more exploratory drilling on its site this summer to help prove to the Export-Import Bank that enough rare earth minerals rest underground near Elk Creek, Nebraska, to justify an $800 million loan to help finance the project.”

Hey Stark12, I agree we need Dour or Doug Burgum to see our mining site ASAP! Anyone on here have contacts in North Dakota so we can get Doug Burgum attention?

Someday hopefully soon it’s going to be difficult buying NioCorp shares for under $10 bucks a share!

Come on little buddy..... keep going

Agree. Great find ge.

Doug not Dour 😂

Dour Burgum needs to pay a visit to Elk Creek.

A merger Backed by EXIM perhaps?

https://bitterrootstar.com/2025/04/company-to-continue-exploration-at-sheep-creek/

Great find!! 3 GREEN DAYS in a row! Let’s make it 4 and head into the weekend in the $3’s and never look back!! I can dream can’t I? Something is definitely behind the bush!
Question, what is the next news release we are looking for or expecting? Hope it’s not the drilling results as this could be months away right?

I really liked the part where he says **you would be surprised how much cooperation there is between companies**.
And then he talked about processing a little bit

Light goes on above my head.
They need us, we are ready to mine and process and recycle. ESG compliant etc
We have 7 Department of Defence minerals.
Enough said.

Put that in your pipe and smoke it!
(Or something else)

Very interesting Indeed. That was it ge11,
Created a fund directed at offtakes for CritM’s.
************
Nice interview and a good interviewer also.

https://finance.yahoo.com/news/trump-mulls-using-defense-powers-195100091.html?fr=sycsrp_catchall

Or maybe this?

There's $2,500,000,000 in the 2025 Budget Reconciliation Bill for the US production of critical minerals through the National Defense Stockpile. There's a further $500,000,000 for the Dept of Defense Credit Program for loans, loan guarantees, and technical assistance for the development of reliable sources of critical minerals, both domestically and internationally.

Congress is likely to pass the Bill (in some form) by end of July.

This is going to happen fast.

So, if you're a mining company trying to develop critical minerals in the USA or in countries that are allied to the USA (I see you Australia!) then you'd better get your skates on. This Administration will not wait - so if you're not already beating the pavement in DC with a strategy in place then you're running late.

As they say, 'if you're not at the table then you're probably on the menu'.

This could have something to do with increase......along with MP's increase

https://finance.yahoo.com/news/trump-mulls-using-defense-powers-195100091.html?fr=sycsrp_catchall

Daniel: Fair point, but the PR on NB being added to the MSCI US Index came out on the 10th, but it stated that the addition to the index was effective May 30th, so that is even better and today's increase in share price is likely unrelated to the addition to the index.

NioCorp added to the MSCI USA Index on Tuesday June 10, 2025.
I am thinking that institutional investment will push NioCorp over $3.00 PPS in the short term…

You are my " behind the bush man" for years ! And when you say that, there is something behind the bush! You are never wrong!

It only counts tomorrow haha but is good to see.

$2.93 x $2.95 AH. Last Trade $2.95

Hmmmmm......As I have stated before, I am not one to place much stock in after-hours trading, but when the AH Bid is higher than the share price at the close..........

Something is behind the bush.

We got one breakout today, 2nd one tomorrow or Monday to put $2.90 to bed?

I Prefer Monday JMO

Todays breakout does allow us a retraction tomorrow back to around $2.70 ish. (Don’t have my straight edge handy)
But we still need a confirmation.

MP going up????

https://finance.yahoo.com/quote/MP/

Whoever has money and is willing to deal is welcome. No industry can do anything without polluting something and the enviro-whiners that lobbied for the laws they violated will always cry. PFFFFT.

They should… What’s with NioCorp reaching out to criminals?

Stellantis May 2022 pleads Guilty to a pollution cover up.

July 2023 NioCorp signs an off-take (maybe) deal.
Sheeesh

And then Stellantis.
Dare Forward to Net Zero.
Good move.

Watch that video yet ge?

Interesting, I wonder why Mark was so optimistic with his timelines then? Thanks for pointing that out to me.

And yeah the new FS should tie up loose ends, right?

This was what I was referring to:

from this 7/6/2023 NR:
https://www.niocorp.com/stellantis-and-niocorp-sign-rare-earth-offtake-term-sheet-in-support-of-stellantis-commitment-to-reaching-carbon-net-zero-by-2038/

As no economic analysis has been completed on the rare earth mineral resource comprising the Elk Creek Project, further studies are required before determining whether extraction of rare earth elements can be reasonably justified and economically viable after taking account all relevant factors.

So if the term sheet is for REEs, and no analysis has been done saying we would produce REEs, you see what I mean. I hope the FS ties up all those loose ends.

CEO powers begin June 23rd
https://www.sfgate.com/news/article/stellantis-chooses-new-ceo-20357489.php

monocle he will probably wait until after the 23rd to get ahold of you

Does Stellantis explain all their business decisions to Mark (or to you)? Do you know how they prioritize their investments? NioCorp was still just exploring the idea of rare earths, which is what Stellantis wants. Alliance was setting up in a known nickel producing region with lots of existing infrastructure, Elk Creek, not so much. Different scenarios.

Stellantis/GME Resources MOU was signed in 10/2022, subsequent binding agreement with Alliance Nickel in 4/2023
"The region is recognised for its well-established nickel and cobalt production and is well serviced with infrastructure such as public rail linked to ports, gas pipeline, arterial roads, optic fibre communications, a commercial airstrip and nearby mining towns."
https://alliancenickel.au/niwestproject/overview

2/2023 - Niocorp https://www.niocorp.com/niocorps-rare-earth-demonstration-plant-showing-strong-rare-earth-recovery-results-in-line-with-expectations/

8/2023 - Stellantis/NioCorp offtake term sheet (Stellantis jumped in quickly)

9/2023 - https://www.motor1.com/news/689044/jeep-ceo-stepping-down-declining-sales/

12/2023 - https://news.bloomberglaw.com/daily-labor-report/stellantis-may-cut-3500-us-jobs-blaming-stricter-emissions

12/2023 Annual Report - To support our bold electrification ambition, we secured our raw materials needs through 2027
https://www.stellantis.com/content/dam/stellantis-corporate/investors/financial-reports/Stellantis-NV-20231231-Annual-Report.pdf

11/2024 - https://alliancenickel.au/projects/definitive-feasibility-study/

12/2024 - Chief Executive Carlos Tavares resigned abruptly on Sunday, two months after a profit warning at the maker of Jeep, Fiat and Peugeot cars that has lost around 40% of its value this year.
https://www.reuters.com/business/autos-transportation/stellantis-ceo-carlos-tavares-resigns-source-2024-12-01/

The original NR did not mention an economic analysis. Mark originally forecast a completed deal by November 2023 then in the first half of 2024.

https://www.stellantis.com/en/news/press-releases/2023/july/stellantis-and-niocorp-sign-rare-earth-offtake-term-sheet-in-support-of-stellantis-commitment-to-reaching-carbon-net-zero-by-2038

They have finalized other offtake agreements, why is this one different? See my reply to gman, Stellantis made an equity investment in alliance nickel to help them complete a feasibility study 2 years ago and it is overdue still not complete. I wonder if that deal is making Stellantis more cautious?

Edit- my mistake, the feasibility study was completed late last year

Also wasn't the initial term sheet subject to the economic analysis of producing rare earths? That hasn't been done yet either, but our expensive 20M should cover creating that in the FS I hope.

Turnover was the reason Mark cited for the lack of progress with Stellantis. They knew two years ago when they signed the term sheet that Niocorp was years away from production.

Around the same time that term sheet was announced, alliance nickel finalized a deal for an equity investment and off-take with Stellantis and they still do not have a feasibility study completed.

LOL BINGO!!! Production!! Its a hell of a thing. Its hard to make a deal when a flat broke company says I maybe might'a could produce something 3+ years after I find $1.2B. No takers so far, but please sign here.

Why not tell the rest of the story? The others were either or close. NioCorp not so much.

Stellantis has an enormous business to run and needs the materials. Would you sit on your hands and wait?

Novonix graphite offtake November 2024 - Producing synthetic graphite since 2017 and expanding
https://www.novonixgroup.com/about-us/the-company/

Carester heavy rare earths September 2024 - in March 2024 Solvay and Carester are collaborating to strengthen European production of raw materials for rare earth magnets, which are used in electric car motors and wind turbines. Solvay has a plant in La Rochelle, France (since 2012), that can separate some rare earth elements. Carester is planning a facility in France that will make oxides of neodymium, praseodymium, terbium, and dysprosium—all of them from recycled magnets and mined ore. Solvay will contribute industrial assets and operational experience, while Carester brings expertise in recycling.
https://www.carester.fr/en/carester-and-solvay-sign-a-memorandum-of-understanding-to-create-a-strategic-partnership/
https://www.recyclingtoday.com/news/solvay-rare-earth-recycling-plants-france/

Westwater graphite offtake July 2024 - Pre-construction of plant started in March 2022 was supposed to be open in 2023 and still being built, plus they have mineral rights to their own reserves
https://westwaterresources.net/projects/kellyton-graphite-plant/

Argentina Lithium announced a $90million investment for a 20% stake in October 2023 - Grosso Group, a resource management team that pioneered the mineral exploration industry in Argentina and has operated there since 1993. The group has been involved with four exceptional metal deposit discoveries, and it broadened its focus to include alternative fuels in the mid 2000’s. The Grosso Group has been following the lithium battery sector and believes this is the time to expand its efforts in lithium resource development in the highly prospective Argentinean portion of the Lithium Triangle. The Grosso Group leverages its vast network of local, regional and international industry contacts to support the exploration team in their search for quality resource opportunities.
https://argentinalithium.com/about-us/about-argentina-lithium/

NioCorp - We're working on it...

https://finance.yahoo.com/news/america-fast-track-critical-metals-145700744.html

Other companies have been able to navigate high turnover to finalize deals with Stellantis since Niocorps preliminary announcement was made 2 years ago. Exim says they prefer a deal with Stellantis, hope they get it done.

Novonix graphite offtake November 2024

Carester heavy rare earths September 2024

Westwater graphite offtake July 2024

Argentina Lithium announced a $90million investment for a 20% stake in October 2023

https://www.4029tv.com/article/walmart-china-titanium-uyghurs/65037547

It is fine with me. I believe we are holding firm on getting the pricing we need for the offtake, and that it is a very fluid thing, which has been delayed to the severe continuing turnover in the ranks of executive leadership with Stellantis. Think of it this way: I would want NioCorp to commit a significant chunk of the resources at less than full pricing without getting something valuable in return, e.g. a significant equity investment.

I think this is the real end of the line one way or another. If this doesn't lift off after all this spoken word wind at our back, its just not happening. We are still at $0/word on this. Lots of words coming out, zero dollars coming in. Without all of the trade war rattling and ruffling of China's feathers we would still be sitting in the silence of 2024. Now that there is an acknowledged bad situation regarding US mineral reserves, and we are a known deposit of such minerals, one would think something must happen here.

Whether it is this management team building and operating the mine as NioCorp, or a sale to another miner is up in the air. Also, the actual urgency and labeling of the issue as "critical" by the US government is in question. They do not act like this is a huge emergency, or that this mine is a super big deal. We are needing to spread risk and tap dance for every little thing here. That is not an emergency response.

In my opinion, this company is too bruised up, SPACed, and diluted. Sell it. Sell it before it is fully diluted out. Watching the GX humunculii run off with approximately 25% of the company's sell value is enough to make me puke, but if I can get out of this meat grinder above $5/share I'm going to call it a win in spite of where I would be just leaving 75K in a money market for the last 8 years.

Mark the expert should show why he is considered an expert by doing some mining and processing before 2 decades has passed by.

All talk, but no action, makes Mark a dull boy

Come on Mark, the chart is aching to break out. Got some news or does it have to breakout and then break down?

Why China’s rare earth exports are a key issue in trade tensions with US
Beijing has a virtual monopoly on supply of the critical minerals used to make everything from cars to wind turbines.
12 Jun 2025
https://www.aljazeera.com/economy/2025/6/12/why-chinas-rare-earth-exports-are-a-key-issue-in-trade-tensions-with-us
The greatest alarm has been felt by carmakers and auto parts manufacturers in the US and Europe, who reported bottlenecks after working their way through inventories of rare earth magnets.

“The automobile industry is now using words like panic. This isn’t something that the auto industry is just talking about and trying to make a big stir. This is serious right now, and they’re talking about shutting down production lines,” Mark Smith, a mining and mineral processing expert and the CEO of the US-based NioCorp Developments, told Al Jazeera.
However, an op-ed published by state news outlet Xinhua this week said rare earth export controls were not “short-term bargaining tools” or “tactical countermeasures” but a necessary measure because rare earths can be used for both civilian and military purposes.

NioCorp Developments’ Smith said Beijing is unlikely to quickly give up such powerful leverage over the US entirely.

“There’s going to be a whole bunch of words, but I really think China is going to hold the US hostage on this issue, because why not?” he said.

“They’ve worked really hard to get into the position that they’re in. They have 100 percent control over the heavy rare earth production in the world. Why not use that?”

Critical minerals give China an edge in trade negotiations
June 12, 2025
https://apnews.com/article/trade-minerals-rare-china-trump-5f7c9b9360cfb3cce702649e0c568a0e
Friction over the issue has opened the way for government-backed financing that was unavailable before, said Mark Smith, who ran the Mountain Pass mine in the early 2010s and now leads NioCorp. It's seeking about $780 million in financing through the U.S. Export-Import Bank to build a processing facility in Nebraska for critical minerals including rare earths.

The Defense Department has committed $439 million to building domestic rare earth supply chains, but building a complete mining and processing industrial chain like China's could take decades.

“There are going to be some real issues here unless we can figure out how to get along with China for a period of time while we're developing our own resources and our mainstream processing,” Smith said.

Also posted here
https://www.theglobeandmail.com/investing/markets/indices/SRUT/pressreleases/32838514/critical-minerals-give-china-an-edge-in-trade-negotiations/