Paullee
17時間前
From reddit
June 3 NioCorp William Blair Event: What Stood Out
Sources: https://event.summitcast.com/view/DTqswnj6gGSWZ7ywFcvpAo/aKydXy6R8iNv44boVNuRZw
Disclaimer: Do your own research. This is not financial advice. All investments have risk. You should watch the video replay yourself to verify and confirm the summary below.
Statements That Stood Out to Me (Summarized by Me):
"2-4 months from the EXIM board voting and approving the loan."
"65% debt, 35% equity; we have that in writing from EXIM."
"We've done all the technical work to de-risk this project, so we're kind of in that project financing mode."
"EXIM is giving dollar-for-dollar credit for what we spend on the mine construction portal."
"Chairman of EXIM, John Jovanovic, was supposed to attend the town hall meeting personally in December 2025, but it was canceled only because President Trump needed him in the Oval Office that same day."
Mark said that $2 million of the $10 million DoD funding "had to do with the Department of Defense wanting NioCorp to become the owner of the entire scandium supply chain in the United States."
"Best-case scenario, construction should start in late 2026, with 20% of annual production in the second half of 2029."
When asked about the DFS: "The revenue pie will get a lot larger due to price increases since 2022, when the last DFS was released, as well as the addition of rare earths. There will be inflation impacts on CAPEX. We eliminated a sulfuric acid plant, which removed $100 million of CAPEX. We also changed from a vertical twin-shaft design to a twin-ramp design, which will save us $187 million in CAPEX. We will know more in the next 2-3 weeks."
"However, I want to emphasize the debt-to-equity ratio. If CAPEX goes up, we're still talking about a larger loan from EXIM as well."
"90%+ recovery on all of our minerals."
Demolition Man
2日前
Hey all, I listened to Mark’s presentation at the William Blair conference. I thought it was marvelous. Mark stated based on his opinion we are 2-4 months out from EXIM😀 So dang excited about our future. Mark also stated we still need more money to service the loan. Check it out when you can.
https://event.summitcast.com/view/DTqswnj6gGSWZ7ywFcvpAo/guest_book?session_id=aKydXy6R8iNv44boVNuRZw
NioCorp Developments Ltd.
William Blair 46th Annual Growth Stock Conference
June 3, 2026 12:00 pm CDT
Mark A. Smith
Chair, President, and CEO, NioCorp Developments Ltd.
Mr. Smith joined NioCorp as CEO and Chairman in 2013. He has 40+ years of experience in the mining and mineral processing industries. Formerly, he was President, CEO & Director of Molycorp; CEO and Director of Largo Resources; CEO and President of Chevron Mining; and Director of Companhia Brasileira de Metalurgia e Mineracao Ltd. (“CBMM”), the largest niobium producer in the world. He has led efforts that raised more than $3 billion for previous mining and manufacturing projects. Mr. Smith also serves as CEO and Chairman of IBC Advanced Alloys and US Vanadium LLC. He holds a B.Sc. degree in engineering from Colorado State University and a J.D. (cum laude) from Western State University, College of Law.
Prudent Capitalist
2日前
Latest updated technicals, with all moving averages rising upward. Would be a positive to retake the 200-day SMA just up ahead at $5.98
Technicals
Indicators Table
Beta (5 Year) On Balance Volume RSI (14-Day)
0.14 Trending Higher 51.13
Averages Table
10-Day Average Volume 3,813,367
90-Day Average Volume 4,778,849
20-Day Moving Average $5.77
50-Day Moving Average $5.51
200-Day Moving Average $5.98
Historical Volatility (10 Day) 108.08%
Trend Analysis
NB appears to be consolidating within a longer term uptrend. Although the ADX, or Average Directional Index, is below 20, indicating that shares have exhibited sideways movement recently, both the 200 and 10-day moving averages are rising, which implies that the overall trend is higher. Comparative Relative Strength analysis shows that this issue is outperforming the S&P 500.
As of 10:37 AM ET Thursday, 06/04/2026
Source: Chas. Schwab
chico237
2日前
DJ- You brought up a very valid point! ~Plus take a look at SCANDIUM! (behind the scenes)
Given: A lot of investors are keying on the EXIM environmental review process and wondering whether a July 2026 EXIM decision is still realistic. IMHO~As of June 4, 2026, this remains the sequence many investors (myself included) are watching closely as the Elk Creek Project continues advance toward what could be a pivotal financing and construction phase.
Expected Catalyst Sequence:
• June 2026 Updated DFS Release (last publicly telegraphed by Mark Smith)
• Definitive Traxys Agreement (originally referenced by management for an end-April/early-May timeframe and still pending)
• Traxys $30 Million Anchor Investment
• EXIM Board/FID Process (management has consistently referenced a mid-2026 timeframe)
• Congressional Review/Notification Period
• Financial Close / Funding Availability
• Construction Acceleration as Portal Work Nears Completion (Mark Smith has indicated September 2026 could be an ideal transition point as portal construction winds down and major project construction could begin if financing is available)
A lot of discussion lately has focused on whether a July EXIM decision remains possible given environmental review requirements and the various moving pieces still outstanding. In my opinion, July cannot be ruled out. We simply do not know how far EXIM's internal due diligence has progressed behind the scenes. What we do know is that EXIM, JP Morgan, outside engineering firms, environmental consultants, legal teams, and project partners may have been reviewing confidential technical, environmental, commercial, and financing materials under NDA for many months. Public announcements often lag internal review by a significant margin.
For me, the bigger story is not any single catalyst—it's that multiple major catalysts appear to be compressing into the same June-to-summer timeframe. The updated DFS, definitive Traxys agreement, anchor investment, EXIM review process, congressional steps, and ongoing portal advancement all appear interconnected. If these pieces begin falling into place, a summer EXIM decision followed by a late-Q3 construction acceleration scenario would fit the broad framework management has discussed.
JD- Nothing is guaranteed and timelines can always move to the right. (NioCorp is not a stickler for schedules lol! indeed...) However, after years of permitting, engineering, financing work, drilling, metallurgy, land acquisition, and now active portal construction, 2026 still appears positioned to be the most important year in NioCorp's history. As Mark Smith has repeatedly stated, Elk Creek is a "National Strategic Asset."
As for my own assessment: if those catalysts arrive, the phrase management used at the December 2025 open house—"2026 is the year"—will look prescient. If they don't, management will face much tougher questions from shareholders about timing and execution.
So could a June 15th Monday DFS release work? Absolutely. In fact, from a communications standpoint, a mid-month Monday release gives maximum market visibility and still leaves ample room for the next dominoes to fall during the summer.
The bigger question isn't whether the DFS drops on June 10th, June 15th, or June 25th.
The bigger question is whether the DFS, Traxys definitive agreement, and Traxys investment are all substantially complete and positioned to support the next major step: EXIM moving toward a final decision.
If those pieces arrive in close succession, then the timeline we've been discussing for months—
June DFS ~Summer EXIM progress ~ Congressional review ~ Funding availability ~ September 2026 construction acceleration
—remains a plausible framework based on management's prior comments.
And if that sequence does play out, many shareholders will likely look back at these few weeks of waiting very differently than they do today.
The next 30-90 days may end up being some of the most important in NioCorp's history! Staying tuned with many....
AEROMAT 2026~ June 3-4th, 2026
https://asm.confex.com/asm/aero26/webprogram/Paper65238.html
https://www.reddit.com/r/NIOCORP_MINE/comments/1tvwmxn/niocorp_mine_patents_assigned_to_niocorp_advanced/
Darn interesting to have the CEO do a presentation from Mine to oxide to end use of Scandium & all of its uses
The aerospace industry appears to be discussing what comes after financing.
AEROMAT is attended by aerospace OEMs, defense contractors, materials engineers, additive manufacturing specialists, and supply-chain planners. The fact that a Lockheed Skunk Works presentation is discussing a domestic scandium supply chain from mine to aerospace component suggests that the conversation inside the industry has already advanced well beyond "What is scandium?" and moved toward "How do we build a reliable domestic supply chain?"
And perhaps the most interesting point of all: Mark Smith wasn't giving a generic mining presentation. He was speaking about scandium and advanced materials at a conference dedicated to aerospace materials technology. Given his recent Fox News op-ed arguing that America must build domestic critical-mineral supply chains because China is unlikely to resume unrestricted exports of strategic materials, the message appears remarkably consistent: Elk Creek was never intended to be just a mine—it is being positioned as part of a broader U.S. strategic materials ecosystem.
So while everyone is staring at the calendar waiting for the DFS, Traxys, and EXIM, the aerospace sector appears to be quietly discussing the end game: how domestic scandium, niobium, titanium, and rare earth supply chains feed directly into next-generation aerospace, defense, additive manufacturing, and national security applications. If financing falls into place, that may ultimately prove to be the much bigger story.
Staying tuned with many....!!!
Chico