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MNG
Do you have also investments in companies where management is ok?
He has to make up his mind..
it is very interesting for the GXIi shareholders as they get cheap shares of Niocorp
or
there will be a lot of redemption at GXii as the deal is not interesting for them
arguing both at the same time does not make sense.
meeting management is my number 1 criterium to invest.
The fact that one of the largest banks in Europe bought recently 1.2 million GXII shares tells me everything.
They would not buy an OTC stock
If I am not mistaken you did the same with LWLG before the runup so I see this as a bullish signal (lol)
The board of directors massively exercised their options all together.
A big bullish signal imo.
I found out that BNPParibas arbitrage bought 1,2 million shares in GXIi . Imo this is a huge sign of confidence.
BNP is the parent company of my Belgian bank.
There was a time that they looked at me as being a lunatic when i bought Niocorpshares. ( as they did for my lwlg shares)
Times have changed.
thanks Richard.
you are even more fanatic on Niocorp than I am. lol
You are in fact suggesting that it is better for Niocorp to see the shareprice move up after the SPAC takeover because a RS of 1 to 10 is more advantageous than a 1 to 5 and certainly better than no RS.
The institutions can than then help move the shareprice up once we are on the Nasdaq.
I do not really disagree but can you explain that to some of the die hards here .
I do not want Niocorp to be the target of a massive shorting as I have seen it happen at LWLG over the last years.
Of course I welcome a shareprice of 10 usd before the SPAC takeover I will then gladly sell a few million shares at that moment and buy them back a few months later at a much lower price ( I am joking as I intend to stay in as long as possible and let my children and grandchildren benefit- I will not sell one share )
In my opinion a shareprice of 2 usd before a RS of 1 for 5 after the transaction would be ideal and would make a reasonable market cap after the Spac takeover .( Reasonable in view of the stage the project is in at present.. )
Please do the math and calculate the marketcap after different RS scenarios. I am afraid that doing some math is necessary when making valuations of a company.
I could see some good events happening for Niocorp to arrive at 2 usd before the RS is done. .But it will be for the market to decide.
I can give a few reasons why a shareprice of 10 usd and thus no RS could be harmful to the long time investors...Do the math...
you will still be right when lwlg is trading at usd 100.
I agree belgian soccer is sunset canadian sunrise
TH
at the latest presentation of Mark in Belgium late September ( a few days before the
financing announcement) which went over 2 days there were more than 500 attendants following ( live plus on webinar) all of them shareholders.
Most of them are also in LWLG,
I am very interested to see your pictures Richard.
Thank you for what you are doing for Niocorp.
agreed
another of my startups is on that list and management did not even know.
let us focus on reality. it is happening
All these positive reports will be included in my update which will be sent directly to 400 friend investors but will reach a few thousand mailboxes .
Michael Lebby of LWLG would shout. IT IS HAPPENING GUYS.
i am jealous that I could not attend and meet the positive contributors to this message board. .I was in Denver in May and intend to be there again next year for celebration. iI know who my friends are..
Thank you guys for all these positive reports. Great breakfast reading.It is clear that this mine will be built and that we Belgians helped in reducing the capex by donating the red shovel . It is a fantastic feeling to know that a dream which started in 2011 for me will materialize.
will be sent to my friends investors in Belgium and the Netherlands to keep them updated
from Herman Sleegers
Lightwave Logic finalized two patents related to mass production techniques. It is important to close the IP portfolio before effectively launching products. This way you build a "moat" around the commercial activities of your company. This is what Warren Buffet considers so important, companies with a "moat."
The second patent in particular is extremely important and refutes everything the non-believers used as a counter-argument. Problems in poling and insufficient yield are dismissed . Especially the terminology used as commentary on the patent is powerful and that promises for the next few weeks towards the end of the year.
Some key passages from the PR explained.
The patent also details a more efficient process that allows for high yielding, high stability poling of polymers in a high-volume foundry manufacturing environment.
So clearly no problems with poling and yield
solidifying our intellectual property assets as we continue our forward progress with our foundry, packaging, and transceiver partners.
So not just foundry partners but partners in packaging and tranceivers. A clear reference that the foundry work is carried by tier1's demand
progress in the months ahead both on the licensing and technology transfer fronts
Reference here not just to an update of foundry results but to licensing and technology transfer i.e. revenue
Clear language from Michael Lebby
I like it
Herman
For the dutch speakers
this was on Dutch television and explains the problem for Europe depending on China for rare earths.
from minute 19
https://www.npostart.nl/nieuwsuur/16-11-2022/VPWON_1334708
Let's stop the noise and move forward. Mark himself has 20 million shares and is not going to throw his money away.
I am advising all my friend investors to vote yes and make this mine happen. We cannot lose time anymore now.
John Zyskind is as important for LWLG as Michael Lebby.
you are not a dreamer;
You are realistic.
i have no clue.
All i know is that i s that Michael is extremely excited.
For the doubters. Michael is now 100 percent involved in the business part. He leaves the technical part to John Zyskind.
Please look at John's CV and feel very humble what this guy has realized.
yes we are certain
I visited Koen in Brussels at the Belgian Headquarters with Herman Sleegers and Michael Lebby 3 years ago.
Koen wrote a book about the effects of digitalisation on the future economy and digitaliztion.
He is highly respected in the financial community o ver here.
very interesting to see the history of the negotiation process.
I feel very humble reading this and grateful that we have such a strong team.
also condolences from myself and my Belgian co- investors
denying that something is nonsense does not mean it is not nonsense.
I like a Ferreri too STEVE.
Ferraris are mindblowing
and then the good news on a friday night... lol;
How confident do you feel to make a mistake at work? This seems to be a hard question for many people. We really dislike making mistakes and much more if it is noticed by others. But if mistakes are one of the bests ways of learning, why are we always afraid about it?
This is mostly because we live in a negative error culture. Since we are kids, we learn that making errors is bad. Gerd Gigerenzer, in his book “Risk Savvy: How to make good decisions”, gives a great example: Having surgery error and a plane crash, for the pilot there will be a committee that analyzes what went wrong in order to avoid making the same mistake again. The doctor will be sued and most likely go to jail.
But this is not a situation happening only for this kind of professionals; many people see this very frequently on their jobs, where they don’t have any support for knowing what can fail and how to prevent it. The problem about this is then people start making defensive decisions; playing it safe instead of choosing what is best for given scenario, because of the risk of being scolded or even worse, fired. We’re so worried that we try to just to cover our butt even when we are hurting our business.
Teams need to have an environment of trust and confidence, where each team member can express what they think is the best path to follow and why. Also, teams need to work on understanding what are the options to help you preventing from making mistakes. Let’s say that you need to deploy something to production, one way to help avoiding a catastrophe is having a checklist of what needs to be done previously and after the deployment, a list of the possible problems that can happen and the list of persons that need to ask for authorization for the downtime. In case something unexpected happens, instead of pointing fingers, we need to identify what the problem was and update our checklists and documents accordingly so we can prevent that from happening again.
This is called a positive error culture. It does not mean we can be irresponsible, not caring about or paying attention to what we are doing nor trying to avoid the consequences, but knowing that we will be able to make what we consider is the best informed decision. And in case something goes awry, you can be confident that your employer, leader or team is able to (and willing to) help determining what went wrong and how this can be avoided the next time.
I will be there in Eindhoven. I thought it will be interesting for Michael to meet some of his long term shareholders. (allso the editor of a newsletter with many readers will be present)
yes
I think I explained it in simple words
It makes me think at the situation when I was waiting for the train from Amsterdam to Antwerp and I heard through the loudspeakers the following message.
" The train to Antwerp leaves at 3 pm.
And now for the Belgians;" The train to Antwerp leaves when the big hand of the clock is at 12 and the smaller one is at 3".
I am Belgian so please do not feel offended. ( It was a joke). The Dutch think of us not being very smart and we think of the Dutch not spending too much money (cheap)
it is strange to think that when the total market cap improves by a multiple of 10
say it goes from 600 million to 6 billion usd
if the shareprice was 1 before it would go then to 10
but if the shareprice was 10 before because of a reverse split some investors do not believe it will go to 100
because there was a reverse split ( lol)
however the market cap is still at 6 billion.....
good try always interesting to hear other opinions
however 1) note that MP materials at today's share price that you use in your model was 31 percent down from beginning of the year and even 50 percent from beginning April when it was at 60,19 usd so double the price you are using in your model . ( Lynas was at 7,8490 usd and now at 5,55) I think these companies are going to go higher as well in the future.So you are comparing at a moment when these companies took a big hit. If the market recovers your figures may look a lot better for all these companies including Niocorp.
and 2) I also think Niocorp will be involved in a few joint ventures which may increase the net income figures.
and 3) I think rare earth prices are going to increase in the future because demand will exceed supply.
so I am more optimistic than your model in my calculations. Wishful thinking? We will see.
We will find out in the future.
2 new contracts today for IBC..
shareprice is ridiculous given the potential.
you are not making yourself very popular here but it is a free country
if they can solve their CO 2 issue this is a golden opportunity. The problem is we will only know 1st qurter 2023 .in the mean time we will have to suffer tax loss seasonal selling. but how low can it go at this risdiculous shareproce
we should find a way to talk directly via whatsapp
The chart of Largo is not a perfect example as the price of vanadium fluctuates heavily on the open market ( it more than quadrupled at the top) as the price is set at the open market. I think Niobium and Scandium will be negotiated in private deals. ( BTW I sold my Largo at the top because of the volatility of the vanadiumprice and I was proven right as the price drop afterwards was brutal)
This said I think however that the shareprice of Niocorp may rise considerably higher than the NPV’s in the Feasibility study for several reasons
1) The market always exaggerates in both directions
2) The plans that Mark Smith has with scandium to set up JV’s with potential users. ( verticals)
3) Look at MP materials that has a market value of 5 billion ( coming from 10 billion this year) while Niocorp will have a higher EBITDA