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Chico- incredible opp's on the transition betwn OHIO class Trident SSBN-730's and the $14.4B (not a typo!!) Columbia class SSBN's....... the production cost on this new sub class is JAW DROPPING! and will certainly need a healthy supply of CE/REE's....
and with the latest CCP aggressive behavior, our DOD doesn't have a minute to lose in stamping out these subs. The world is becoming even more crazy.... we need to get moving asap....
Let's GO!!!
NCT
agree, I followed the Yahoo/finance NIO MB for a bit...... it sucked... did not have nearly the substance and information that our very own little gem here at iHub.....
Yadda,
Wondering if this upcoming week might be the 'Big Week' where we get the REE 'Report Card'..... 50 days of PR crickets' may be foreshadowing to what is soon to come...... chronological timeline dots are beginning to line up.... these successive 6 month lead time / waiting periods would seem to be coming to their conclusion.....,
tick tock.....
mouse up clock.....
***No Disclaimer Required****
NCT
Chico- thanks for the 'Columbia' disclosure! hehe
Chico- great article thanks for sharing!
I worked for General Electric's Aerospace Division a few yrs back. Had an opportunity to spend a lot of time at the shipbuilding and sub building yard/sites. It was amazing how they modularized and assembled these ships/subs.... truly amazing how it all comes together when you are watching an Aegis Cruiser being assembled over 18-24 months.....
I would say unequivocally that if they had alloys/additives like scandium and niobium in economical, scalable & reliable supply chains, their demand for SC & NB would increase EXPONENTIALLY, which is probably the case worldwide in these various sectors... bottom line: there is an incredible PENT UP DEMAND it would appear.
NCT- still in the stands, clearing out old beer cans, moving between cheap bleacher seats and front row box seats.... staying 'tuned' and 'patient'.... saying nothing even slightly contentious, so as to not get my message deleted..... hehehe
Yaddda.....
What is the best guess for the 4x volume increase today? stochastic wizards/anal-ysts comments??
NCT
Well said Boilermaker! our government is treating this 'supply line crisis' like it is a blip in supply chain. It is just now getting the urgency rhetoric that is sorely deserves. I would compare it to a 3 alarm fire on the 4oth floor, not a situation where we can do endless studies, commissions, lists and developmnet plans... as Maximus said in 'Gladiator'(my top 5 movie), 'The time for half measures is over' .... China could cause significant damage to our economy with a unilateral CE/REE trading halt.
'
The greenies have somehow managed to tie our energy/mineral supply lines in knots and convince (strong arm) the gubmint into cancelling domestic energy production and making our adversaries very rich while we get killed w energy prices at home (think Russias stronghold on Germany and EU in particular)... this is insane policy..... We can protect the environment WHILE we responsibly meet our energy needs,
What was encouraging was Biden's speech on REE's on Tuesday, extolling the criticality of these elements that are in our day to day products and VITAL to our defense. Even though in the same speech he communicated that they would be granting $30M to MP Materials, a company that is 10% China owned!! WHAT THE!! that is a disgrace...... but i guess we have to take the positive out of that event...
Feeling very virtuous by investing in NIO, since it will provide critical defense products, a patriotic deed indeeeeed!
NCT- No Disclaimers..... Yaddda
ditto..... just a morcel, a bread crumb, a snippet, a status........ any kind of 'material news' to show there is still a heartbeat and activity in the background at this point!
NCT
Silver- no they don't actually mention NIO, but i view it as a very positive signal of support from Biden, and maybe now the talk and committees and investigations and reports are giving way to actual action from the WH/gubmint.... and as we know a 'rising tide lifts all ships'....
Yadda Yadda,
NCT
Hot off the press: 2/22/2022
'President Biden Announces $35 Million To Mine Rare Earth Minerals In United States'
'Biden Calls $35 Million Mining Investment An 'Inflection Point' For US Energy'
Thanks dougini- A 'Must Watch' for sure!
NCT
Thanks Grunt for doing the number crunching! Those numbers look very encouraging..... hopefully we see the numbers they came up with soon..
NCT
Putz i am laughing my #$@ off after reading that one! good one! :D
That part caught my eye also.....
NCT
Thanks Chico- the dots and conclusions are lining up nicely indeeeeed!
Just waiting with all- with baited breath- for the report to come out, which presumably will significantly move the SP with the PR revealing the metrics, i.e., quantities and production costs, details, etc.... in advance of the FS even being updated within 45 days......
Yadda,
NCT- (A kinder, gentler, more agreeable board member coming off the time out- AND waiting patiently and and falling in line! hehehe..... kidding of course! :D
73* in Silicon Valley, time to hit the links..... blah blah blah.....
I'm quite sure we are all very capable of asking questions of Jim.
In fact, when i came up with the recent question- [regarding how Niocorp believes it is positioned to avoid the past Molycorp bankruptcy disaster- caused by Chinese manipulation, price fixing and dumping, etc... and how Niocorp has reflected on that period, and is optimistic it will not happen again......]
The reason i let you run with the question to Jim is that i felt that you have a good rappore with NIOCORP management, as you are much more supportive of NIOCORP mgmt. and would probably get a more thorough answer.... My not sending the question to Jim had nothing to do with the notion that you might create a more cogent question.... I had that covered! :D
But again, thanks for sending it over to Jim. The board obviously appreciated the send and subsequent quick response by Jim, which was by all accounts, very consoling toward effectively assuaging investor's fears of a repeat Molycorp type BK induced by Chinese intervention- as described above.
NCT-
Ditto! another great post laid out with useful chronological information/progress... excellent!
NCT
Thank you sir. And when did he send that to you please?
I'm highly encouraged by all of this civil discourse related to the protection for the REE/CE element industry.
I just see the degree that our gubment is bought and sold by China and i wonder what kind of protection for REE's or any industry for that matter can investors expect.....
Like many of you, i trust that NIO mgmt. has thought all of this thru and is extremely confident that what happened during the unfortunate Molycorp Bankrupt era, i.e. price fixing, dumping, manipulation, etc.. etc..., can not and WILL NOT happen again. I'm still not sure how they/we reach that comforting conclusion (that it will not happen again)..... (especially with the leadership within the present administration that will do nothing to upset CCP and protect america's interests-combined with a complicit media that is a propoganda arm of the govt. and hollywood and big business- that pressure govt to turn a blind eye to all chinese violations......
But i will patiently wait for Jim S response that should hopefully clear things up and assuage doubting Thomas's like me..... (thanks for sending over AO)...
Happy Saturday
NCT- trying to connect dots ..... yaddda.....
Thanks AO, appreciate the inquiry to JS. Looking forward to hearing the response.
NCT
CritM3- I am in agreement with you - with respect to disagreeing that our country will protect us from the CCP mineral mining sector and their exploitation of our market. As i said earlier, our country has had recent opportunities to stand up to China on a range of issues, but our government and US businesses are so dependent on China that we let them roll us....
The same has happened in the CE/REE industry. What makes us think it will be any different this time? and what is the plan to avoid China's dumping and price fixing and putting US suppliers out of business? This is a MAJOR CONCERN!! The current administration will do nothing to stand up to China, and unless there are mandates/policies that REQUIRE US companies to buy domestic supplies of REE/CE's then we as investors may be experiencing the reluctance from the banks to finance the Elk Creek mine. If the banks don't have assurance that this dumping/price fixing won't happen again, I would think they would not want any part of domestic mineral suppliers! I definitely wouldn't if i was a decision maker at a bank loan dept.
Does anyone have any recent articles or information to prove me wrong or shed some light here? i sure hope someone does!
NCT
Great points AO! Thanks for the comprehensive response!
I sure hope that our govt puts mandates in place regarding where US companies can source CE/REE's. I'm just very skeptical because we see right before our eyes the US (especially big business) support of CCP and olympics- in a country with abysmal human rights (eughers, slave labor, etc...) $600BILL (not a typo) in IP theft against UScompanies, devastating environmental damaging policies, and on and on.... while the US does nothing- except for assuage the CCP.... i.e., NBA market, F500 huge CCP markets, Hollywood revenus from China, etc..etc...We all saw how Hong Kong got no US love while they were getting raked over by the CCP.. while the US stood and watched...... they didnt want to jeopardize their business with China!
Obviously it has everything to do with how beholden the US is to the CCP markets and their investments.... and probably some to do with reciprocal relationships between key US government/politicians (and family members) and the CCP/Ukraine administration(s), but that's all i will say about that for now..... I just hope that these 'relationships' do not come back to bite us (Niocorp investors) if it is preventing the US Govt from acting/legislating the solidification of domestic production supply lines and the protection of US CE/REE Suppliers..
Have a good weekend All!!
NCT- reflecting reflexively.....
I have thought for a long time that this is probably the biggest hurdle to procuring financing. What reassurance is there for the banks that China is not going to manipupalate mineral pricing (i.e., dumping_ like it has in the past- putting american companies like MolyCorp out of business and controlling the market. Putting oneself in the banks' shoes, i would think that would be a huge red FLAG, that might only be overcome with guarantees from the US Govt. that they would not let the chinese control/manipulate and put competition out of business.... is there any legislation in the plans- to that effect going forward?? hmmmmmm
Quote from the Article:
“If anyone thinks about building a refiner and tries to go get off-take agreements or commitments from, say, a U.S. firm to buy, companies in China can just come back and say, ‘Oh, we’re going to lower your price,'” said Lange, who also served as a senior economist on the Council of Economic Advisers for the Trump and Biden administrations. “That makes it really hard for domestic refining capacity to get into the financial market and say, ‘Hey, we’ve got promised buyers, so lend us some money to build this facility.'”
100% agree Chico!! Gettin' a little weary of the bulletin board bullies, and speech monitors. We get enough of that from the Tech Oligarchs out here in Silly-Con Valley with Zuck and the information collecting crew... Pretty soon we are all going to need a full disclosure and disclaimer on our every dang post, similar to mine ...
*****Disclaimer/Full Disclosure/Safe Harbor Yadda*********
-Today I identify with the following pronouns: I, me, him, he, we, it
-No animals or indigenous people were hurt with the making of this post
-Please mask up during Covid season- take as many vaccines and boosters as possible. Listen to Fauci and your gubmint intently and please follow all directions, even if they appear to be contradictory or ineffective…
-Warning: Do not shoot your eye out..Ralphie…
-This POST does not constitute a binding offer...
-No intent to hurt feelings of long time investors with this post
-Please do your own DD, do not mistake this email for intense and objective Due Diligence, it was probably created during a happy hour and under the mild to heavy influence of alcohol.
-This is an equal opportunity post- without bias or prejudice or favor
to any gender, sex, group or lifestyle....including LGBTXYZ, male, female, caucasion, african american, latina, latinette, indian, Transgender, boy scout, girl scout, dog, cat, monkey, lizard....etc...
Nice story CritM3- I'm sure there is a valuable lesson buried in that parable!
NCT- amazed at the story-telling prowess on this board!
Thanks Sapperod- glad you enjoyed the NIO party bus story- and thank you for your service!
NCT
With all of that talk bout emminint and imminent i had another dream last night.... If i may share......
I was driving a big bus from Omaha NE to Elk Creek, it was the beginning of summer, (i couldn't tell which year but i think it was in this decade :) ). The bus was full of NioCorp Investors, who ranged from 'newbie investors to long time 'salty dawg' investors- who had been in the club and msg. board for over 8-10 years..... some of this crew was partying pretty hard and singing drankin' songs like "99 bottles of beer on the wall,99 bottles of beer.... take one down pass it around 98 bottles of beer on the wall..." yadda yadda It was a joyous and festive environment, for we were on our way to the Elk Creek 'Ground Zero Mineshaft site' to celebrate the mine construction 'commissioning'. The petrified Red cellophane-wrapped shovel was up next to me in the front of the bus anxiously awaiting 'Ribbon Cutting Ceremony' ...Next to me was also an obscenely expensive vintage 1959 Dom Perignon $42,000 bottle of champagne ready to christen the mine site and start the party.......
Then a very loud BOOOOOM was heard by all in the bus. What the %%##@# i shouted..... Oh no.... it can't be.... you have to be kidding me..... ..... yes, it was true, we had experienced a flat tire.. ugh.....
But the good news was that we had plenty of beers/wine in the cooler to get us thru the ordeal.
Just then a long time investor stood up, jesus-like and drunkly proclaimed- " Not to worry, take heart all, we have been thru a lot and traveled a long road... we are almost there.... The CEREMONY IS 'IM-MI-NENT' !!!! and upon hearing that one multi-syllable word, a relieved hush came over the bus... our fears and worries were washed away and we knew we would be in the promised land very shortly.....
because after all, it was always 'IM MI NENT' dangitttttt!!!!
I woke up at that point...sweating and disoriented.... What a DREAM!!!
Pls. feel free to share your favorite dream too! :D....
yadda yadda..... blah blah........
NorCAl - starting to become a bit delusional-talking to 'Wilson'...
haha.... imminent... eminent.... 220...221.... whatever it takes!! :)
Yaddda
NCT
Indeed LM, Let's see what the "Very Near" aka "imminent future" brings.....
Staying tuned......
Staying focused....
Staying alert.....
Staying apprised....
Staying positive...
Staying objective.....
LET's DO THIS ALREADY!!
NCT
Thanks Chico! it looks very promising and the floodgates of gubmint money seem to be opening now....... I would suspect that with Jim S's ties to government and various gvmt agencies, that NIOCORP is all over this angle
I.e., scrutinizing and applying for these gubmint grants/loans wherever available and appropriate....
We shall see.....
Yada
PS.....Still reeling from the pain of the 49'ers Div. Champship last drive meltdown....may take years to fully recover.... if ever..... Sure could use some NIO proceeds to get some nice 'sports fan therapy' , you know... the kind that comes with a tropical, toes in the sand blow out vacation in the Bahamas or Greek Islands, complete with orgy-like meals and caligula-esque 'encounters'... Or heck, I'd even settle for a nice summer vacation on my favorite lake in Naples Maine...with a nice boat at the dock....drinks flowing.... good company.... blah blah....... ahhhhhhhh....
****Full Disclaimer in effect******
Do your own research, don't be lazy! or just read all of Chico's post and that should pretty much catch you up!! .... hehehe Thanks Chico!
Get on the bus or get off the bus! But don't get caught under the BUS!
Put your mask on and shut up, you know like the elites at the Rams/49'ers game (Schwartzneger, Gov. Newsome, Magic Johnson, etc....) oh wait.... there were no masks being worn at that game..... hmmmmmmm kinda corn-fewzed now....
Tick....Tock...... Tick......... ZZZZZZZZZZzzzzzzzzzzzzz
NCT-
Ditto! great job of providing relevant articles and research Chico!! Not sure how the ESG and critical mineral/Rare Earth stars could be any better aligned..... We are FINALLY, only within the last year, getting all the cards on the table and the ducks in a row (i.e, quantifying CE & RE deposits and the additional contribution to revenue) to be included in the revised FS ( comon' did anybody really think it was not going to take a full blown, very time-consuming revsion to the FS to capture the quantity, cost to produce and corresponding impact on revenue!! even though our PR team was telling us that this step was in question. It was NEVER in question). even though RE's have been in favor and experiencing sharp price increases for the last 3 + years.....
Anyway, thanks again Chico-
You have a season pass on the bus in the front seat... right next to the red cellophane-wrapped shovel and the ribbon-cutting scissors, which have lots of rust on them- but should hopefully still be able to cut thru the ribbon in a ground-breaking ceremony!!- assuming this event happens within the 'near future'...
Meanwhile the beer cans pile up... the seasons change.... the colorful leaves of fall have given way to the snowy white winter storms and another super bowl is upon us.... (hopefully the 49'ers will be part of this). We wait patiently, i would think that this HAS TO BE the FINAL STEP once we get this done. If there is any delay in financing once the FS is revised with the attractive RE contribution numbers and favorable contributions to total revenue- THEN WE ARE IN TROUBLE AND OUT OF EXCUSES! I THINK MANY PATIENT INVESTORS WILL HEAD FOR THE EXITS AT THAT POINT. THAT WOULD PROBABLY BE THE LAST STRAW......ENOUGH WILL BE ENOUGH....WE ALL HOPE IT DOESN'T COME TO THAT!!!
HOPE SPRINGS ETERNAL!
AS WE WAIT.... AND WAIT.... AND WAIT SOME MORE..... AND THEN KEEP WAITING....
NCT- waxing, however ineloquently....
Chico!
I never thought i'd be using the word 'Blockchain' in the same sentence as mining, but hey, that's where we are in this brave new world, perhaps each mineral shovel full mined will constitute it's own block and have it's own corresponding hash algorithm and it's own 'proof of work' seal!! yadda ....
Next thing ya know we will be applying IOT (Internet of Things) with billions of decentralized IPv6 addresses on each tool inside the mine. And probably need to apply some AI (Artificial Intelligence) to teach the drill application software to intelligently filter out dead drill spots in favor of laser focus on fruitful/productive mining process.........
ahhhhhh don't we just love it when a plan comes together... errr or when a plan looks like it might come together! :)
Waiting patiently on the testing and FS update.... ZZZZZZZzzzzzzzzzzzzz
and waiting to see how the niners handle the fresh off Buccaneer/Brady win Rams!
Let's Go NINERS!!! Let's go NIO!! maybe we all meet up in Box seats at next year's super bowl, or the year after, or the year after that.....
blah Blah.... blah.....
NCT- Head union bus driver- Hey A guy CAN DREAM can't he.....
Thanks Chico- great article/vid to remind us of the urgency for domestic REE / CE production!
NCT
murocman- who said i was a 'good' bus driver? heck, i ain't even got a bus license, but you should not be questioning authority. Who are you to ask these questions! How much do you know about buses anyway? Until you have read and digested the chilton guide to bus maintenance i do not want to hear your input. Put your mask back on and go sit back down. shame on you....
NCT - driving the bus around in circles with final destination of mine site for the groundbreaking ceremony with the cellophane wrapped red shovel and the 'golden shaft'.. scheduled for this month/quarter/year/decade
Shut up and get on the bus.... shhhhhhhhhhh I don't want to hear your lame comments/feedback.
Thank you for the map Putz, i actually had no idea where i was going!
Now go back to your seat and look out the window. And Pulll that cloth mask over your nose, heck, double mask it.......I don't want to hear another word. Don't question authority, "we are following the science' and following the map.....
Yadda Yadda
ZZZZZZZzzzzzzzzzzzzzzzzzzz
Passed out after watching the ticker hit rock bottom..... not enough Jack Daniels in the house to dull the pain...
Just grinnin' and baring it..... Brrrrrrrrrrrrrpppp
Everyone just get on the frickin' bus and put on your mask on and shut the heck up. You are very lucky to just be on this bus... don't forget that! Now stop whining.... many of you don't know what you are talking about and do not know how the mining industry works in the first place. You are out of your element and you should have read the 1,000 page FS before asking stupid questions and began your incessant whining.
We will get there when we get there..... and not a moment sooner.... and don't make me come back there to the back of the bus and start thwackin' people. I will take my belt off.... and it ain't gonna be perty!!!
Just shut up, look out the window, leave the driving to the professionals and for god's sake, keep those life saving masks firmly pulled up over both nostrils.
I'm not going to say it AGAIN!!!!
NCT- Driving the bus over mal-contents
Chico and BM-
Wow.... not too encouraging data, makes one wonder that even when
NIO does do everything in their power to make the deal uber appealing
for favorable financing, i.e., REE analysis, optimal/ESG friendly separation methodology. FS update,etc. etc... . is it really going to matter? factoring in these abysmal numbers (only 2 mines moved forward, 1.5%......) does this spell trouble ahead even if/when we do get all of
our 'ducks in a row'....... if financiers and the freakin' gub-ment
isn't ready to pull the trigger and start moving forward aggressively! are we going to shift our ire from the company (who has taken a great deal of extra time bringing our FS to an accurate depiction of our asset/s and inventory for the financiers to move forward ORRRRR to the gub'ment who can not move according to the urgency of the supply line crisis they have allowed to happen.????
hmmmmmm.......
WTF is it going to take for them to realize we have a 3 alarm fire on
the 80th floor- being so dependent on China for such critical resources
that power our nuke subs, our Aegis Destroyers, launch systems, weapon
systems, etc.. etc.... this is beyond critical. It appears that we are going to wait until the HAMMER FALLS!! BOOOM!! Numbnutzzzz.....
We are SOOOO beholden to CHINA, these oligopolistic tech companies out here in silly-con valley will do nothing to upset the apple cart w/ China, even if that means selling out the 'merican people and putting us all in harms way (i.e. jeapordizing DOD readiness...) but that shouldnt suprise anyone who is paying attention, cuz we are in the front row sucking up at the Bejing Olympics and folded like lawn chairs when it came to standing up for Hong Kong... too many CCP sneaker deals and Hollywood CCP film revenue, what genocide with the uighers?? and yadda yadda yadda......stupidly allowing them to buy half the real estate in Manhatten and elsewhere across US and now critical farmland being sold to CCP, And US turning a blind eye to CCP stealing on average $600B-$800B in IP every year....... We have been sold out folks!! Not even a question.....time to make a stand and CE/REE supply restoration would be a GREAT START!!!!!
Wake the F up ....... even sleepy Brandon has woken up (and he doesn't
wake up easily, but of course he still doesn't know where he woke up at....) :)
LET's GOOOOOOOOOOOOOOOOOOOOOOOOOO!!!!!
Don't get me started.... too late!! grrrrrrrrrrrrrrrrr....
NCT Raging.....
I HAVE a DREAM!
and it involves increasing share price due to favorable financing!
Happy MLK Day All .....
Still in front row, asleep with beer cans strewn knee deep... Hagendaz Ice cream and corn dogs down..... mustard all over polo shirt from the loooooooong... reallyyyyy long nap... time to clean up and get ready for the 'pending' ribbon cutting and cellophane wrapped 'Red Shovel into soil' Ceremony'.... tentatively scheduled for sometime this quarter/half/year/decade......
Enough with the- studies, committees, phases, steps, FS rev's, anal-y-sis, etc. etc.. etc...... yaddy yaddy.... sheeeeeeezus alreaddddddy....
almost time to 'show the cards'...
Planets are perfectly aligned.... even sleeeepy 'Branden sees it our way! :) comon'....
Go NIO....... Go Niners!
Bought myself a miner helmet as a christmas present to self.....
Let's strike while the iron is HOT!!!!
*****Disclaimer/Full Disclosure/Safe Harbor Yadda*********
-No animals were hurt with the making of this post
-Warning: Do not shoot your eye out..
-This POST does not constitute a binding offer...
-No intent to hurt feelings of long time investors with this post
-Please do your own DD, do not mistake this email for intense and objective Due Diligence
-This is an equal opportunity post/ announcement- not favoring any gender, sex, group or lifestyle....including LGBTXYZ, male, female, caucasion, african american, latina, latinette, indian, Transgender, boy scout, girl scout, dog, cat, monkey....etc...
Chico- Excellent comparison analysis.. !!
Thank you Boilermaker- very informative comparison analysis!
im·mi·nent
/'im me nent/
adjective
1. about to happen any day/ week/ month/ year....
Yadddda
Yaddddddddddda
Yadddddddddddddddaa
NCT- my eyelids are getting verrrrrry heavvvy now.... think I'll take a nap..... me and Jenny are like two peas in a pod...... seargant Dan you want an ice cream......
Glo-bell warming hit Norcal (Bay Area) down to 35* last night.... brrrrrr
where's Al-Gore-Rhythm when you need him! prolly buzzin' around to climat cheange conferences on his G6.....
ZZZZZZZZZzzzzzzzzzzzzz