Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
PUTZ-
GEEEZUSSSSSS!!!!!!!!
I'm going to put the Beamer on order first thing monday morning ( with these Titanium revenue contribution numbers!!!
(The EV 'Beamer that is!!! lol)
NCT- rollin' thru silicon valley in my new EV M-Beamer with 'NB4ME' Vanity plates!! hahahahahah
.......... hell, a guy can dream can't he!! :)
Thanks Richard! This portends exciting possibilities indeed...... I wonder what price point our high purity Titanium will fetch.... any educated guesses? seems like the calculation Mark S. was using (implied) during that video directly after the PR regarding 2x Titanium production resulting from the Demo Testing..... i think he used $4Kg (Ti pricing)....... it appears that these Ti prices Landmark posted are MUCH higher.... what accounts for the major difference in pricing?? our Ti 'Tickle' purity is the highest possible puriity, right?? I could be hallucinating here.... :)
NCT
thanks Landmark!
I'm trying to remember (and too lazy to look up :)) what was the volume of Titanium and the price/kg used in the '22 FS??
What is the volume of Ti (after doubling the volume) and the estimated price for this '23 FS ??
looks like Ti priciing is all over the board, what is our best guess on the price we can get for our 'tickle Titanium product'?? :)
NCT
Wouldn't that be nice! fetching a price of $1,400/kg..... game changer possibility..
Yadddddda
Another Chico Picasso! chocked with relevant, topical and timely information.... sometimes i think that the only thing standing between many shareholders selling in the midst of this drought- is Chico's EXTENSIVE DD!! it really is informative beyond description..... He does a GREAT job bridging the gap between the occasional PR's and puts it all into perspective!
Thanks again Chico!
NCT
Putz- hahahaha....
It's a full on UFC cage match now.....
but somehow last night someone (who shall remain nameless) was able to get one of my posts de-lete-d.... just like in the days before the gloves came off..... i guess it's good to have a 'network' eh..... :)
NCT
HA probably a more a more accurate description.....swabees with mops
Bcomah- I think you are right! lol
The MIA's are nowhere in sight..... not sure if it was skill or luck or what... but they might be vacationing with the GX suits in Monaco rubbing elbows with russian oligarchs while pounding down Vodka jello shooters and throwning back cavier..... Them comrades are LONG gone...... They did their work and lobbied hard for the sparkling SPAC and now crickets.......
NCT
oh AO, thanks for giving me the last World! I can definitely use my own world here..... Get some sleep...long day..... ZZZZZZZZZZZZZz :)
I rest my case......... hahahaha
People get very tired of your sanctimony and telling folks things like "stay focused".... I /we don't need your fatherly advice, you add nothing substantial to the DD of this investment, you are merely a cheerleader for managment, nothing more! So you stay focused on trying to add some DD value instead of just regurgitating old links and defending management......
NCT- 'Always Realistic'
get some sleep AO, you don't have to guard the Message Board all night Pratorian style.... hahaha
Yeah, not too many folks got one post per day limitations...... thanks AO.... the common denominator was that you were usually involved in the back
and forth posting with those that got DELETED and punished..... too much of a coincidence... hmmmmmm bark bark......
ZZZZZZZZZZZzzzzzzzzzzzzzzzzzzzzz
Blah blah blah blah blah.......
as if asking management about anything is a valid option...... please tell me that you are not dumb/naive enough to think that we would get a reply on any question into Jim S..... he does not answer investors question as a rule... i have tried repeatedly to no avail on many occasions.... so please stop the rose colored/always optimistic pollyanish games! We are all wondering what GX present role is and what they are doing to earn their shares..... .
I know that in the past you responded to people's posts day or night (and all thru the night) and often tattled on folks to get posts deleted or their posting rights revoked.... in this case you don't need to report anyone since you are giving it back as good as you're getting it...... right!? hahahaha
civil debates are healthy....... think optimistically! :)
NCT- Go niners..... Go Dolphins
HAHA i hear ya Putz...
AO- will you please stop with the response to everyone on anything even slightly critical of management. You are a master of the obvious and almost condescendingly state the obvious without adding any value usually........ Sorry but it's true......... Go take the night off, go watch a movie, play with the dog. The MB will be ok without you defending the NB MGMT team around the clock........... it's ok..... let it go...... it'll be fine...... really....... promise!! :) :) Nothing will go off the rails..... the sun will rise in the morning...... and NB will still be there on Monday at market open...... with our without you and me ...... hahaha
Yaddda....
AO- some of my questions are more rhetorical in nature and nobody has the answer, do not feel obligated or compelled to defend the management with a response to everyone, unless perhaps Jim Simms put you in charge of Investor Relations, because he is too busy at the other companies or he is just too busy with 'honey do' lists around the house.....
By all objective accounts - it is time for NB management to execute and perform. We are all anxiously awaiting the FS, Demo Testing completion, Stellantis offtake terms and possible investing etc.... and there will be no more excuses or 2 year delays tolerated by shareholders.... Management does seem to have things lined up THIS TIME, but there have been so many false alarms in the past that even the most optimistic ( ie. 'Always Optimistic') have a very healthy skepticism every time we hear another 6-9 months or the favorite Niocorp phrase ' UPCOMING WEEKS'........ This mine does seem to have so much potential that i'm not sure anyone (or any management team) could FUKKKK this up..... LET's DO IT this time!!!!!!
NCT- Cautiously optimistic while guarding against 'irrational exuberance'....... :)
I just love when i check the NB ticker and see it sputtering and treading water at $3.6... and wonder how we got here.... and also wonder what keller and Bloom and the GX crew is doing today, probably on their yacht somewhere off Monaco, laughing their asses off at all the Niocorp retail shareholder hillbilliies who fell for that sparkling SPAC merger debacle...... I'll give it to the Drexell Alumni sharks, they were trained by the best, Michael Milken and Ivan Boesky and the Drexell junk bond crew from Irvine CA field office back in the 80's.... these guys are trained Wall Street Sharks and saw us from miles away...... Somebody please remind me again what our GX friends are doing for us to deserve 3 MILLION SHARES!!
- Are they lining up Instutional investors from their extensive Roladex's??
- Are they greasing the skids for multiple sources of financing, from their extensive financial institution lists they have worked with??
- Are they doing presentations to all of the potential offtake sources?? i.e., Automotive Conglomerates( Tesla, GM, Ford. etc...) Battery Producers, Shipyards, Sub fab plants, etc... etc....
- ARE THEY DOING ANYTHING TO EARN THEIR KING'S RANSOM IN NB SHARES??? IF THEY ARE NOT FULLY ENGAGED, THEN WE DID GET 'DREXEL-IZED' LIKE A BUNCH OF RANK AMATEURS!!!
Maybe the Belgiaum guys (Walter and crew) who were fortunate enough to meet and side meetings with Keller etc.. can give us an update on what the Drexel Burnham Lambert Alumni are up to, and how they are helping the NB cause?? they must surely be in closer touch with the BOD than the average Joe Shmoe investors out here in hillbilly-land!! Golllleeeeeee we need some breadcrumbs Gomer Pyle!
Oh.... and where pray tell are the SPAC evangilists MaxZ and SkilLuc?? haven't heard a sniff from either of those guys who did lots of browbeating during the 'Spac lobbying period'......... I still wonder- is it skill or is it luck or is it snake oil?? hmmmmmm
NCT- tired of waiting 6-9 months a pop.... over and over and over again......
oh ok..... 'political satire' masquerading as psuedo political commentary...... got it!! makes perfect sense....... how silly of me to not realize that lol
Ya- Da
Here we go again... with Putz- man popping off from his Canadian perch about American politics..... as if they don't have enough of crazy politics north of the border........... nobody cares about your politics, but you seem to have forgotten how everybody wants to keep your politics out of the discussion..... Please focus on your laser sharp, uber accurate, highly complex charting skills... I know everyone waits with baited breath for your TA/ charting and cup 'n handle analysis....... we are all waiting for the day when JUST ONE of these highly-touted charting analysis can provide insight into projected share price....!! hope springs eternal..... Until then..... we wait for financing ........ and wait and wait some more......
NCT
Thanks Crit, you are spot on!
It appears that the project is moving toward finance closing, all of the breadcrumbs seem to indicate that there could possibly be (3) sources of financing, i.e., EXIM, Stellantis, and German Financing..... between these 3 sources, hopefully they will cover most of the debt financing........
What if we had enough DEBT FINANCING that we didn't have to raise much EQUITY FINANCING, wouldn't that be a HUGE BONUS!!! if that is part of the plan, then the SPAC merger would not look so bad at all- in retrospect... and many here on the board who beat the GX SPAC Debacle drum ad nauseum (think Duke/T&T) then there would be lots of egg on face... and probably lose any respect that they might still have......
We'll see.......
Any day/week/month now!! would be nice!! getting down to the 'short hairs' now we HOPE!!
NCT
HAHAHA- Great Question GE!!
Welll...... awash in our newfound windfall on the heels of the Financing + FS + Stellantis (offtake and investment) + anything/everything else.... we should find ourselves in the position of wearing anything we want to the Groundbreaking ceremony.. anything from boxers to 3 piece Armani Suits brandishing Rolexes,, gawdy bling, expensive sunglasses and walking with swagger........
LET's GO NIOCORP!!
NCT
I agree GE-
Demo Man (aka 'Gekko') will get the job done! no doubt about it and no excuses... he should have the deal consummated by the start of the holiday season!
Go DEMO MAN!!!!!! YOU GOT THIS!!!
We have faith in you to get this deal done!
Then i will declare open bar for you and all of your cadre of financial analysts that will work tirelessly around-the-clock to pull this acquisition/takeover off! The first 100 rounds of Elk Water are on me!
I visualize a Caligula-esq type party at the Elk Creek INN..
NCT- Let's Gittttttr DuNNNNNNNNN
GE- can you slip Rio a 'tickler', ask them if they would do an ' ALL IN DEAL' for $5B Buyout.... if they balk, tell them 'Ok, we'll take $ 4.5B or approx. ~ $150/Share..... get on your knees and grovel if you have to! need someone to move this project ahead at internet speed, not at Nebraska cornfield growing speed...... gzus
NCT just dreamin' a bit.... ahhhhhh..... slap me..... we can't do anything the easy way... what was i thinkin'??? lol
Fully understand and agree w you jmc.... if you got that much tread left on the tires (lol) then you can wait it out and get top dollar and ride this big NB wave all the way home...... ahhhhhhh to be that young again!! :)
I too would love to see a buyout from an outfit that can apply more resources and get things done much faster/smoother....
I would think that a NPV of around $5B would be a reasonable valuation since the NPV was around $2.3 with ~$400M EBITDA...... with the pending FS, this EBITDA should probably DOUBLE to around ~800M +/- and the NPV should increase to ~ $5B.... with 30M shares outstanding- we should fetch a VERY substantial buyout offer..... even without PE multiples and significantly discounting the EBITDA to Shares outstanding ratio...... I would take $80-$100 for a buyout!!!
Any guesses??? comon' let's dream a little here..... LORD KNOWS we have gone thru enough pain 'n suffering (and endless waiting).... now, on the verge of the FS/Stellantis/EXIM 'Eve.... let's conjecture and spec-u-late a lil bit......
NCT.... gettin' ANTSY..... oooooooooooohhh
Well the 'fundamentals' would support a SP of $100-$150 probably (when you factor in the NPV probably coming in close to $5B with the revised FS and all of the new pricing)- that is even with a healthy discount on the $5B divided by approximately 60M shares by that time..... and no PE multiple....
So having said all of that, i would think the share price when fully funded will come in around $30-$50- just a guess of course!
NCT
and the year before.... and the year before that... and ........ yadddda yaddda
i agree with you GE.... we can sell CCP a boatload of Scandium, as long as we have taken care of our own countries needs and our allies' needs, then let it rip.... and be sure to charge CCP out the ass for the CE's....
On another note....... Once again, we see an article that you would think is right in NB's 'sweet spot' wrt scandium and niocorp isnt even mentioned in the article.... not a sniff.... notta..... bagel..... a big fukkkkin donut..... WTF is going on here!!?? geeezusssss
At the risk of sounding con-spir-a-tor-ial, the gubment may be compromised wrt CCP, accounting for many of the bizarre actions (by us gubmint) as it relates to china's single source dominance over the world's CE/REE supply lines...... it doesn't take a very fertile imagination to see some of the developments over the last couple years and how they might influence policy against CCP...... lord help us all if that is the case.....
NCT- waxing conspiratorially... (if that is even a word)..
The same Gub-ment that let china take over the entire crit element / REE industry without intervening... until it is now a 3 alarm fire with dire national security implications..... yep.... the good 'ol hugely partisan U S GUB MENT!!!
Whoa!!! according to the preso, Scandium production alone will yield $390M, i don't remember it being that high of annual revenue contribution in Grunt's analysis.... or am i wrong...... this could get very exciting with the revised revenue numbers on the new FS!!
NCT
Douginil,
Thanks for your analysis.... I would love to see them drill to quantify the remaining blob capacity.......
Then, if sufficient enough, i think they should use the blob ore (additional 90%) as a separate entity and possible revenue generating piece to process along with the existing quantities reflected on the upcoming FS...... OR.... SELL the other 90% ore body (after drilling and measuring/quantifying quantities) and let another company develop and mine it either under NB supervision or totally independent....... Either way..... With the aggressive 2030 EV goals... we need to unearth and process as much product as we can get our hands on..... NOT leave it under ground for many years until we can ramp up to facilitate the additional required capacity of the other 90% blob ........
This shouldnt be hard to understand.... we need creative management to get everything out in the open as soon as possible......
NCT
maybe they can recover that .07 cent/ton charge at the parking for the ribbon cutting ceremony hopefully this year!!! go NIO FS is DONE!!!!!! Yipppy aye aye mudda frugggers!!! we got this.... give me $750M EBITDA...... and some Stellantis ching along with EXIM cheez.....
lets get this parT started already....
NCT.... phew.... almost near the finish line....
nice summary Crit!!
Walter, ok ok .... you win.... i will now display my real name....
I am GEORGE SOROS...... aka NCT
Yadddda
NCT (the Billionaire )
You wise man TH.... like fortune cookie! lol hehe
Maybe the sleepy one should wander/stagger into Elk Creek to hear the story about the CE/REE mine that will help out with the domestic supply chain problem.... Doesn't seem that many in the industry give NIO much love in articles, etc... it's never mentioned..... THE FS CAN NOT come soon enough..... then the updated presentation and the WORLD TOUR.... like a rock group... like the stones on tour..... dazzzle 'em at every stop... and watch the SP move north......
Happy Sunday to all longs ( ONLY the longs.... not the 7 year get rich quick flippers.... just the longs :) hehehe )
NCT
Agree 10,000% Douginil, that would not be a good look.... i was very suprised that they took such a sponsorship role last year when they had not even declared that we were mining REE's!!! seems a bit premature..... but maybe there is an understanding that this is a foregone conclusion and it's inevitable and just taking a long ass time to do the demo testing.....
I still maintain adamently that if it is in fact very important to get the demo testing done and to get the FS updated and to subsequently procure financing
THEN WHY DID THEY NOT THINK OUT OF THE BOX AND PUT ON A FULL COURT PRESS IN THE FORM OF DOUBLE SHIFTS OR MULTIPLE CONTRACTORS/VENDORS WORKING ON COMPLETION........ cuz' i heard that there is kinda an urgent need for REE's and our critical minerals... and a year and a half has gone by while we test and test and teste and teste and blah blah blah blah...... No hurry.... take your time fellas...
NCT
Richard-
thanks for posting !
Great research snippets Chico!!
what would we do without your research!! keeps everyone enlightened and engaged!
NCT