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I have already 15.

Impossible to follow more.

I do not follow that company.

Ted
You have over 4600 messages on this board on LWLG so I do not exaggerate when I claim that you spend an incredible amount of time examining LWLG. ( more than me and my Belgian and Dutch friends who even at this price make tens of million dollars ( unrealised ) profit. ) Some of them are invested at no cost at the moment .
I only read you sporadically but If I understand you well you believe that LWLG will eventually be succesful but you think it may take another 3 years; But You do not really know ; You are guessing .
Your strategy is to wait and buy shares at 1 usd because you think it may go there before it goes up from there. But again you do not really know , you are just guessing.
If I were in that position I would always start to buy now for a portion of the total risk I want to take. If I was wrong and it did not go back to 1 usd I would not have missed the boat completely. You are running that risk. If You were wright you could average down if the price drops and then follow your strategy. .
That is how I invest in startups. It is a lot more effective than writing 4600 negative messages .

So for the 1 newby that follows Ted , start buying now and follow my strategy on investing in startups. ( I am in 15).

Ted"s strategy is very clear.

he wants to understand as little as possible about the company so he can be totally objective.

The only problem that I see with Perkinamine becoming ubiquitous is that Ted's posts on Ihub will arrive 10 times faster than today.

I indeed prefer a meeting a little bit later but with then some milestones accomplished like
1) a final Stellantis deal
2) Exim news
3) Titanium offtake(s)

David Hammond will eat crow.

please continue posting PC;
Put some of the posters on ignore
very simple
Life is too short to let them influence you.

I am especially interested in the strategic investment combined with the offtake.

and Ted I only write on Ihub about companies I know something about.

I forgot yesterday to say :

LWLG is waiting for an updated slide from Arista.
and Ted I have a few witnesses that can confirm that I am not making this up; This is a fact

They would not have been re-elected and chose to avoid that to happen.

I know what he said

The slide shows that system companies want new technologies. Polymer is a new technology.


Maybe for once you should show up on one of these events Ted ans ask your questions to the right people instead of making up stories and criticizing people wh do this dd.

in one sentence
the conclusions of Arista are clearly outdated. (2022)

I have done some due diligence and it is clear to me that KCCO ' s interpretatiion of slide 33 is the correct one .

https://www.linkedin.com/posts/richvanlieshout_this-is-creative-engineers-inc-pouring-an-activity-7129111002024931328-Nd94?utm_source=share&utm_medium=member_android
our friends Creative engineerds at work for Niocorp
these lingots are not fluffy scooter lol

so you do not think that if LWLG when they are succesful the shareprice willl eventually follow?

I think Michel's primary job is to make LWLG succesful. In fact to make polymers ubiquitous..

I think your contributions of this week were very interesting PC.

great find and thank you for informing us.

Both are members of the NioCorp board and are actively assisting the company pursuing project financing,
I spoke with Dean Kehler in May and was positively impressed after I told him how unhappy I was about the outcome of the Spac.

X I am not sure I know Herwig
It is certainly not Herman.
The Herman that I know does not read IHUB. He was my previous portfoliomanager at the bank; Great guy but very critical.
We call him the Herminator.

So Herwig , do we know each other?

https://www.linkedin.com/posts/richvanlieshout_creativeengineers-nanoscalepowder-niocorp-activity-7126934897784446976-zzTm?utm_source=share&utm_medium=member_android

You are so correct with that last sentence.

when Exim approves financers will stumble over each to participate

I think a substantial Stellantis investment can be the start of the turnaround.

going to play golf in a few minutes
welcome on IHUB.
Niocorp is not only a mine , it is in fact a chemical plant that happens to have a mine in its backyard. So if you want to calculate valuations you need multiples for a chemical plant not a mine.
Management is thinking of several verticals that will add value to the project. Not only building AL- SC lingots but also doing something with scrap aluminium in a uk Subsidiary recently set up in cooperation with a UK university.
I understood the lingots will be produced at Elk Creek if I am not mistaken.
You are here at the right time and will not have to wait as long as I did being me in this project since 2011; The good thing of being very early was I bought very cheap.

AO you know I am one of the strong supporters of this project here is my answer on your poll

In 1974 I was driving with my wife and two kids ( at that time they were 5 and 3 years old) from Toronto to Fort Lauderdale . To avoid that they were asking me every half hour ; Are we already there? I said ; Do not ask me how long it will take ; It is a long road but we will get there and you are going to be very happy and play on the Florida beaches once we arrived.

I have the same reply here; Do not ask me when ? We the believers know it is going to happen . We are getting closer every day. Are you going to sell if Stellantis will be on 14 December instead of 14 November , or the FS will be released in January or February in stead of December; I do not think so.

He said 45 to 60

congratulations with one of your top picks ALDRADJKD123 which you promoted strongly in the past

CBD of Denver INC went up today with 16,67 percent

from 0,0006 to 0,0007

Do you still consider it a strong buy?

what lebby told you is consistent with what he told me in Belgium in May and jeunke more recently.

I have been wrong before.

As long as I am more right than wrong I am happy

still invested Advocate and I understand so is Mark.

I am not running away when there are issues and never shoot in my foot like you are doing all the time

yes.

he is one of the jokes on a local forum.

will check and repair

my point is . the more attractive you make the project the easier we will get financed.


Stellantis may already be the trigger

It is a matter of connecting the right dots Stark.
I know you are a believer. I am not trying to convert the non believers to believers so non believers please put me on ignore as I did with you.
I will try to explain why I think these verticals are key in the development of Niocorp. here is my reasoning ;

We need big financing and that appeared to be more difficult than anybody anticipated. With the feasibility results of the past we did not do the job. .
Scandium revenue makes up a large part of the NPV but that market needs to be developed . The total scandium market is 25 tons and Niocorp is going to produce 100 tons. Is Niocorp ever going to be able to sell that amount of scandium and if yes at what price?. Financers however do not like uncertainty . They want to be sure they get their money back. They want to see that this market really exists.
If Niocorp can show offtake agreements with large respected partners that show we can sell the 100 tons I am certain we will get our financing both from Exim and other equity and debt financers.
This is what Niocorp is doing right now by developing the market themselves. Mark told us that customers are not buying scandium on its own but they will buy AL-SC lingots; So we decided we are going to produce these lingots ourselves and cooperate with OEMs which will produce parts and components for Ev's.
We found out this week that Niocorp technologies a subsidiary in the UK will be cooperating with a top UK university and with OEMs to recycle automotive components which will be a mass market.

Niocorp needs to start developing that market now to be ready by the time the mine opens . And more important They have to show the financers offtake agreements .
Setting up these verticals will result not only in offtake agreements but most probably in JV's and thus additional cashflow.

I hope this helps . I could elaborate a lot more; I had my " aha erlebnis" on scandium a few years ago when I visited the lab of Arcelor Mittal in Ghent where they howed me the potential markets for scandium , so nobody on this board is going to convince me that we are not going to sell 100 tons of scandium .

So to summarize ; These verticals will be key in getting offtake agreements which will help to get us financed.

I disagree respectfully.

This Subsidiary in the UK is imo the birth of another vertical where Niocorp could be entering the market of recycling which could be massive;

And this is not included in the NPV calculations.
very proud to be part of this project .