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This is huge! Question. What if we get the whole Billion from the Government?
Now that would make things interesting. Just as long they dont allow for too strong of restrictions/requests from NioCorp.
And a side note, going to be hard pressed to find a better and more professional workforce outside of Nebraska. Its basically a perfect storm.
Step 1: Close the Finacing
Step 2: Build the Mine
Step 3: Let the good times roll!
There is still an amzing fact that I think is grossly overlooked by most of the market, when it comes to current NioCorp potential.
We have the Feasibility Study, that does not include current Scandium, Nobium, or Titanium prices, any income from REE, does not know the depth the reserve ends, nor does the FS identify the lateral ends of the reserve(translation: the total proven reserve will only grow, and the kicker is that the deeper, the purer).
Why do i bring that up? Because from current(yet outdated) FS still projects between $600-800M in EBITDA!
I suspect, yes my opinion, by the time the mine is operating at full capacity(2-3 years) that projected EBITDA will grow to a realized EBITDA north of $1B. And lets not forget the proprietary value in the processing(more potential revenue)
If we use that to try to give the company an overall value from that EBITDA, my numbers on Market Cap fall between $12-15B as a company value.
NIOCORP TOTAL CURRENT VALUE: $280M
Thats a long way to go from current levels, in not so long a time. 2-3 years. Easy wait. And so much to come along the way.
I wish all my investments made me feel this comfortable.
Cheers to the Longs. Lock those Shares in! The clock will only get louder from here.
And Nick, having raised large capital previously, just makes $SNPW hard to ignore.
Patience:Retirement
Promise.
Amazing! Go Nick Go! If I was a betting man: I would bet that the $50M, at least in part, will come from our Fortune 300 partner.
Loaded to the Gills! Lets Go!!
GLTAL
Very nice news today! This indicates Financing.
Loving the green pastures as of late! Its been an honor loading this under .80
A big and serious thanks to all the sellers. Ill never forget it.
The time IS approaching.
Just being a good squirrel and rounding up those nuts.
And with the cash influx from GX, it will likely result in equity financing from other institutions to reach the $1.2B mine build cost. Easily, in my opinion.
Its win win win, just buy shares and forget them.
Thank you for this recap. Cheers!
Most likely has been requested from Fortune 238 subsidiary: FoxESS.
Crossing T’s. Dotting I’s.
Im sorry, but Wasnt MedRecycler-RI a mere weeks away from coming on line before a last minute carpet pull from their feet happened?
Does anyone else see the perfect NioCorp storm building?
Open thee eyes!
With good phase 2 news pre-uplist/merger, that should easily be obtained. If not more.
And positive demo phase 2 Just means more to our EBITDA.
Figure it out folks. Tick tock. Not directed at anyone, and everyone.
Im simply sharing my very genuine view and DD.
Is that a problem? Maybe, but only if some want to buy cheaper shares lol.
Oh No!(heavy sarcasm) There will be a small RS(potentially, and 10:1 is small by most all RS standards, so anything smaller is extremely rare) only to get listed on the NASDAQ! Which everyone knows that will Open up even more, and bigger, financing channels.
The projected EBITDA, $600-800M(and growing), is multiples higher then current market cap. With a modest multiple of 20x, it should net a market cap value of near $12-16 BILLON! We currenly trade with a market cap of 238 MILLION.
Hello? Anybody Home?
From current levels, to producing the actual projected revenue(about three years away), that would net between 50x-70x your investment. Wow, yea, we should all start complaining about that! Lmao!
Someone please try to explain to me what there is to complain about. I havent read a single complaint that made sense. Not one.
It is to keep people from sharing DD and keep the conversation focused on the RS.
The way of the hub wolf pack. Anyone thats seasoned here can see right thru it.
Very well said! A true long’s perspective.
From $22 to $1,400. Post split. Thanks for sharing!
This is the category that NioCorp undoubtedly fits in as far as post split market cap correction.
Correct me if im wrong, but arent most all Dividends paid out on a percentage basis? I believe they are.
So if thats the case, then again, zero impact on dividends too.
If the stock is supposed to mak a run for $5 presplit(your example), than why in the world would it run only $5 postsplit too? Will that cause the Market cap to reach the same high? No. Its a Simple question that cant be answered because Its absolutely illogical and nonsensical.
The RS has absolutely no impact on the values of your shares, or the company. Undeniable.
The warrants, also hold little overall impact on the cumulative value of both share value, and company value again. Even less impact on profti(your concern, right?) when you take into consideration where the Market Cap should be(billions) vs where it is today.
Why would the stock only run $5 post split, if its supposed to run $5 presplit?
How does the market cap of the whole company get impacted by only a 10%(your example) rise post split, versus the presplit numbers? How does that make any logical sense?
The truth is, if the stock is supposed to run $5 pre-split to get to a more acceptable market cap, then it will run $50 post split to make it to the same company value(market cap)the same exact market cap as we would see presplit. Folks, Market cap is the name of the game. Not the price per share! Sheesh! Investing 101.
Market cap(actual value of company) does NOT depend on share price, what the market cap should be determines the share price. Subtle buy very key difference. So when a company is as undervalued as NioCorp, the proper market cap vaulation will be reached. It will rise to the several billions it should be, and the RS has absolutely no impact on what the Market Cap is, should be, or will be. Undeniable.
What a silly example.
Thats exactly what im saying. And the reason im saying it is because the company is ridiculously undervalued, and any of the gains will equal the same in the sense of Market cap growth, no matter the ratio of split. During the proposed split The Market Cap remains untouched. On the Nasdaq, they dont care about stock price, they care about overall company value(what it is, what it can be, what it should be).
Its simply a mind block for some apparently.
150,000 shares @ $1 is a $150,000. If the stock rises 1,000% because of gross undervalue thats $1,500,000.
Lets see if an RS changes the profitability whatsoever?
15,000 shares @ $10 is $150,000. If the stock rises 1,000% because of gross undervalue thats $1,500,000
The only difference is that the stock price will either be $1 or $10. Which doesnt affect the Company Market cap, which then it doenst affect return on investment, which means you make exactly the same profit when this runs. The split has absolutely zero impact on profitability from shares held. This is not disputable, whatsoever.
The stock price could be $1, $5, $10, $100, $1,000. When the company is proven to be mulitples under in market cap where it should be… the price per share will not matter on the NASDAQ. And the return on investment is exactly the same.
How many times must this be explained. Over and over and over and over. By so many different people. Over and over and over!
Its really not that hard a concept. A RS literally doesnt affect anyone’s profitability when current company value will be corrected the same amount in the future, regardless what the share price is. The only name of the game is overall company value: what is it, and what should it be. Period. End of story. Undeniable.
Well it looks like you nailed it. Basic algebra i believe its called.
See how the Z cancels itself on the right side of the equation if you were to finish?
The Z canceling is a representation of the actual value of shares not changing!
You do realize that the share value will remain the same, which leaves the current market cap exactly where it is, and once on the NASDAQ, the gains will be forth coming. Especially with the EBITDA that is already projected multiples higher(and growing) then the entire current market cap. Right?
How did you enjoy making a few hundred percent since your time here. Not a bad return in my opinion. The gains will only continue is the good news.
Not everyone will be happy, at least have a good, logical, reason!
Anyone else, besides me, feel like this will be among the top most sought after companies on the Nasdaq in 2023?
It could be as soon as 5 weeks. Seems things are rolling along at a heavy pace. Id hate to have to risk it, thats why im just loading.
Thats the spirit! Not a chartist by any means, but its starting to look like support holding, ready for higher.
Your compilation of DD is stunning! Always a must read for all.
Not third party sources. Straight from the horse.
$NIOBF Long and Strong.
The proprietary mining process of REEs is honestly just as exciting to me as the entire deposit is.
What NioCorp has created(and is very excited about), could be part of every REE mine. From a need standpoint.
Dont forget new mineral processing. Which believe is heading towards patenting. Someone correct me if im wrong?
The undervalue of NioCorp is appalling. Getting all i can!
Great point! All those years of no pay and money in. Its honestly very transparent what some “shareholders” are after. Repeat. Repeat. Repeat. Same old song and dance on the same old set of drums.
Excellent post! 100% agreed.
Cheers!
DD in the form of direct statements by the company are of a much greater value then a third party source reporting on a highly general and really an unrelatable topic. Or am i maybe missing something? Someone please explain how research on SPAC deals, that were structured completely different then ours, and highly generalized, is helpful? Ill wait…
This Spac deal has several very key differences, all explained by the company directly to shareholders. Its so unique, i dont believe ive ever seen one like it. I suggest anyone curious to watch some of the CEO’s interviews after the merger announcement. Even just the word ‘merger’ already significantly defines a drastic difference from most all other Spacs. But dont let me spoil the fun. After all, you only discover the true gems once!
Maybe is should start saying Proper DD matters?
Well it helps to understand that this Spac is constructed far outside the norm. So when articles speak in general terms of spacs, they are completely unrelated to GX2 and NioCorp merger. Mark, ya know, the CEO, speaks to it at lengths several times. DD matters folks. Dont be fooled
Not sure why this point continues to allude a small handful of shareholders.
When you have the kind of projected, and continuously growing, EBITDA that NioCorp has… believe me when i say. Not hard! Promise.
There are several updates and milestones in both the near and long term that will bump the value of the company. And naturally, as it should work, it will only add pressure to the market value of NioCorp upwards.
Its nice to see shareholders working together, albeit in the wrong direction.
No one can possibly believe that if the remaining financing is achieved, or Demo plant results are favorable, that the price of NioCorp would somehow stay at $.89 because of the Merger deal.
Its absolutely absurd to think that.