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Almost 37% of today’s trade was executed off exchange ( black pool) . As we all know that’s how our institutions buy and accumulate their shares. Today’s ‘short arguments have taken a new very extremist and negative turn, no doubt the result of increasing financial distress and frustration. Let’s see what they have in store tomorrow. Can’t imagine you can go lower than today.
NCT, I normally have you on ignore but saw your message because I was logged out. I like to make an exception and thank you for your your positive well wishes. I would say don’t worry about me. I don’t need to become a wealthy man. I truly hope you and your sceptical friends will find happiness and reach great wealth with Niocorp before 2035. I think you will. In fact I personally believe this thing will explode before 2025.
Correct. That’s called a start up or development company. Stellantis believes it will move to production, like their US battery factory together with Samsung and all the other start. ups on their investment list. Care to read their corporate 1H 2023 presentation. https://www.stellantis.com/content/dam/stellantis-corporate/investors/events-and-presentations/presentations/Stellantis-H1-2023-Results-Presentation.pdf
look at page 12. Most of these don’t process anything for sale, That’s part of the definition. Nevertheless all these are serious parts of Stellantis strategy and future business and they are prepared to put their money where their mouth is.
Correct. That’s called a start up or development company. Stellantis believes it will move to production, like their US battery factory together with Samsung and all the other start. ups on their investment list. Care to read their corporate 1H 2023 presentation. https://www.stellantis.com/content/dam/stellantis-corporate/investors/events-and-presentations/presentations/Stellantis-H1-2023-Results-Presentation.pdf
look at page 12. Most of these don’t process anything for sale, That’s part of the definition. Nevertheless all these are serious parts of Stellantis strategy and future business and they are prepared to put their money where their mouth is.
I have already explained why in one of my previous posts. “Just to repeat for those focused on the future. The ‘ consensus ‘ ebitda is around $ 600 Mio per year for Niocorp . With current float that’s 20 dollars per share for 38 years. Double the share count to 60 million and it still gets you $10 per share ebitda for 38 years. A share today is $4,30, A no-brainer.”
Bought again today. I think first time since 2011. Incredibly undervalued.
If one thing stands out and must be clear to everyone including any newbies, than it is that at the end of the day the institutions take all chips off the table. All of the bluffing and all the extra money put into the pot by short players is for almost 90% of the times collected by the institutions. Every day the game starts all over again. If anybody needs our compassion, it’s the shorts. Looking forward to any new found bluff during the night. Personally I would have passed already long time ago if I was in the same situation as the shorts, Can’t deal with that irresponsible level of risk. Better to buy shares at these incredibly attractive prices.
Niocorp institutional ownership has increased slightly. As of Fintel today.
Nasdaq shows controlled algo-trading for the last couple of weeks.
Normally a sign that institutions are in accumulation mode by trying to get retail investors to sell. Niocorp Developments Ltd (CA:NB) has 47 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,712,146 shares or almost 6% of total
shares.
Largest shareholders include CVSIX - Calamos Market Neutral Income Fund Class A, Cantor Fitzgerald, L. P., Kingdon Capital Management, L.l.c., Oasis Management Co Ltd., Anson Funds Management LP, Morgan Stanley, Hrt Financial Lp, Advisor Group Holdings, Inc., CI Private Wealth, LLC, and Column Capital Advisors, LLC .
Th, I kind of like that there is trust again. People realize institutions, retail investors and shorts are in a stale mate at current price levels given a dollar up or down. The 22 Mio shorts are the ones to show their cards . They will resist as long as possible (only helping the market to accumulate) and try to bluff their way out of this, but they are the ones under time pressure.
That was my first reaction as well: where are the synergies, is this a new business initiative? But if you look at the phasing than the ultimate processing needs to take place at Niocorp’s processing facility. IBC is not mentioned, but is not excluded. What it tells me is that Niocorp wants to make sure that 90% of its scandium ‘ore’ is processed under its control. Starting now with development of ingots, development of different product compositions and to be able to scale under Niocorp’s control ( at Elk Creek). It looks that the processing facility could even be earlier needed than the mine. Question becomes than where do they get the scandium? If they thought this through, which I hope they did, these risks have been taken into account and management is confident they get all running in time and financed.
Let’s wait until the realisation hits home that this will create completely new revenue stream and will add value to the complete Elk Creek proposition. The market has no clue. Be happy you have the opportunity to be part of it at these incredible under valued prices.
I think that people should realise that the price of scandium becomes an internal transfer price ( not a market price) and that scandium will be part of the scandium alloy material bill. That material bill will determine the total product cost of the scandium alloy. Transfer prices can be put at any price level depending where the company or companies want to create or split up the overall profit margin. So the external scandium prices have become a non issue if most of Niocorp’s scandium is processed in scandium- aluminium alloys within Niocorp and it’s verticals.
Yes, that’s true. Knowing that these giants are both institutional investment bankers and run ETF’s, you may be sure that - within ethical and nda boundaries of course - they know what’s being discussed in corporate America and for me that gives even more credibility to the Lightwave story than all the very favorable external industry conditions and company indications already did.
Good question, but we will not get any answers. Scandium is a specialty and the price is set as a the result of negotiations. There is no ‘ commodity ‘ market,. The price depends on purity levels required by individual industry sectors. Given overall limited supply (of each of these purity levels) demand pays the price it can justify based on overall improved competitiveness and cost structure. This is not your normal commodity and futures pricing. So what we outsiders can conclude is that you need to rely on reliable insider sources for guidance,
Wow. These purchase from Blackrock and Vanguard are an incredible positive sign. Where did they get their shares without moving the price upward? Anybody? Did they screw some shorts ?
Putz, there is a proven relationship between people in economic distress and violence or violent agitation against others ( who they see a an easy target). I think LCP belongs to that category. Can’t find any other logic reason for his denial or ignorance about the facts you provided,
Rio Tinto finished their ( recycling scandium ) demo plant in November 2022 and plan to ramp up to 12 t per year.
There is too little scandium oxide to satisfy a potentially huge pent up demand for the car industry. Maybe the fact that the China Aluminium Corporation which holds 11% of Rio Tinto and is the biggest institutional investor has something to do with this decision? Institutions hold more than 50% of Rio Tinto and wield disproportionate voting power. I think the US government ( and car and aviation industry) start to understand that 100% supply chain control is required and that a local scandium source and ( aluminium/ scandium alloys) processing facility is the best assurance that this happens.
Nice to hear the company didn’t try to unload ‘ fairy tale ‘ prices onto us . So our feasibility prices for scandium were quite credible, despite the claims to the contrary of some here for many years.
Don’t think so. They talk about PAM4 and 100 Gbps.. That means 4 modulators at 25Gbps each. That’s the current industry standard. Lightwave talks at 800 Gbps and 1.6 Tbps PAM 4. That’s 8 to 16 times more speed. Power will be even lower by a factor of 10 compared to current best practices. I think this is a transformation of very old equipment to current practice. Lightwave is many times “Hallo 85%” …lol.
Seems to me you can completely do away with government. Free for all, but especially for the biggest bully with the biggest balls. Unfortunately that’s not me. So I choose an elected government and ( justified) prudent fiscal & budget management. I don’t like shorts.
I think the time is rapidly approaching for the market makers and the institutions to let the share price run its course. The longer they wait, the higher the pressure , the faster an more powerful the eruption. If they start soon not only can they exercise some control over the process, but they can even benefit from a heavily undervalued share, limit the downside and maximise the upside. Not sure this realisation has already entered their thinking. Timing is crucial.
Lurker: a person who lurks, in particular a user of an internet message board or chat room who does not participate.
Drunkard : a person who is habitually drunk
Lunkard : a habitually drunk hidden observer or could it be that a Lunkard is a person who drinks to gather courage to come out of hiding? Not clear. Also the addition 3 is puzzling, 3 years but drinking would not be possible or maybe it forgot number 1 and 2 because of alcohol induced brain damage? Trying to understand these alias inconsistencies Iol.
There is an organizing committee and a technical advisory committee. ECOC has over 6000 industry membership. ECOC rewards are established in conjunction with Optical Connections, San Diego. Just Google ECOC 2023 or Optical Connections yourself. Michael Lebby is on the ECOC technical advisory and market focus committee together with many other industry experts. He is not a member of the organizing committee.
I think the DOD support for heavy rare earths in Texas and for Lynas , an Australia company and allied country, and not to MP in California is clearly a political statement. Likewise for the aluminum/scandium support for Niocorp and Nebraska.
My question to Sims:
Is Niocorp also in the race? Texas seems to be the DOD’s first investment .
Answer:
Yes. DoD is giving this money to Lynas because Lynas can produce large amounts of heavy rare earths in the U.S. relatively quickly. The USG is also very interested in the fact that we will produce heavy rare earths in Nebraska once we are up and running. We will not produce anywhere near what Lynas will make, but it is enough to make a difference in US REE supply chains.
Not sure. There is a lot of administrative hassle involved and it takes away a lot of manhours in a small and lean organization . I seem to remember Lebby commenting in this sense to a similar question in the past. Hope they don’t need it and move quickly forward without any ‘obligation’ to the govt and the tax payer.
MDK, don’t rely on my answer, but in my opinion NVIDIA looks at GPU’s and increasing the compute power of their chips and how to speed up and lower the power. Lightwave is about switching light ( photonics) from the data center to the outside world and to the edge, They need each other to speed up the data flow across the whole data stream. Like Ayar looking to increase the chip to chip communication..
Like to post this Steve Jobs video, because it goes to the heart of building a product and a business.For some always referring to the past as all the mistakes made by the company, the past is an integral part of a continuous learning experience, The value is in the process.
https://www.linkedin.com/posts/the-startup-archive_steve-jobss-rock-tumbler-metaphor-activity-7089978772094873601-CYxr?utm_source=share&utm_medium=member_ios
Like to post this Steve Jobs video, because it goes to the heart of building a product and a business.For some always referring to the past as all the mistakes made by the company, the past is an integral part of a continuous learning experience, The value is in the process.
https://www.linkedin.com/posts/the-startup-archive_steve-jobss-rock-tumbler-metaphor-activity-7089978772094873601-CYxr?utm_source=share&utm_medium=member_ios
Rikkie, I have him on ignore but do like all the replies. It’s a great way to increase my English vocabulary. Learned a lot of new words. Take it all with a grain of salt. I think everything what could be said about the company has been extensively discussed. Company is in great shape, we are entering a defining period. Lebby has been conservative, rightly so, because changing the industry paradigm is like swimming against the current.
Looking forward to todays messages. For months now we had a good mix of parrots, Salvation Army soldiers, with Major T leading, and ‘ Would be’ COO’s and of course fairy tail figures. Great Pumpkin is my favorite fairy tail personality. He is invisible and operates after dawn when his warnings are to scare the Cinderella’s of this world. It is a beautiful day here. Nothing else to do than to dream away.lol.
Can you please sing a new song. This one is so old, you must be the only one still owning this the 33 rpm record.The company is in a healthy financial position.
Company is in a very healthy financial situation thanks to prudent financial management, its loyal shareholder base and the support of the funding from Roth and LPC. Company bought 1 mio in new equipment, added employees and is moving to new and larger laboratory building. The company is reporting detailed progress on its commercialisation and working with large scale silicon photonics foundries using CMOS. Just Google yourself to see who that may be, there is only a handful in the world.
The company increased its cash position to 33 Million ( at higher run rate sufficient until February 2025) added around 1,7 million shares to its low float ( 114.2 mio shared to 116,1 shares), has no debt . Enjoys the trust of large institutions like Black Rock, Vanguard, State Street and the Mitsubishi Bank and an overall 23 % institutional ownership. Since it’s listing on the Nasdaq, the company has attracted increasing attention from shorts. Current short positioned has platooned at 22. 2 Mio for a couple a months now leading to ever more senseless messaging from a handful of known short manipulators. Read the companies’ 10 k and don’t get distracted by people who try to manipulate you with their own interpretations.
Looking forward to 10K tonight. Today last day for reporting.
The collaboration is mentioned on their website ‘ news’! The possible ‘ strategic investment’ is mentioned on Niocorp’s website ( latest presentation )!
The collaboration is mentioned on their website ‘ news’! The possible ‘ strategic investment’ is mentioned on Niocorp’s website ( latest presentation )!
Yes and contrary to what some claim, the level of institutional ownership for a development stage, pre revenue company is high. I compare it with other similar pre revenue companies and see that LWLG ‘s institutional ownership is significantly higher although not at the level of the Nasdaq 100 . These funds do their own DD, no question about it. We know.
Please realize that there are mainly two shareholder groups: insiders and retail shareholders. Institutions are only 4%. Where do retail investors go for their information? They rely on the company and these message boards. The continuous ‘rear mirror’ messages are contributing to FUD amongst retail investors. I dare say it’s the main reason for people jumping ship. If you look at investments in mining cycles, it’s what happens before institutions jump in. The strategy is clear: keep bashing the management failure to secure financing and the failure of the SPAC. Water under the bridge! Nothing more, nothing less.
With projected 600 Mio in EBITDA for 38 years financing will come. Stellantis may well want a strategic investment. If so, the rest of the story will be history indeed.
Short sellers have lost more than $175 billion betting against US stocks after investor mania for AI fueled an unexpected tech rally.
The surge in tech stocks led to $175.2 billion in mark-to-market losses for short sellers year-to-date, with $53.5 billion of it stemming for July alone. According to data from S3 Partners, only 30% of every shorted stock was a profitable trade for investors this year.