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.
Agree with your last sentence 100%
Maybe something is behind the bush? It would be nice if $10M from DOD was behind the bush.
Can we please keep politics off the board?
My misunderstanding, all good.
Thanks for that. Agree 100% with your last paragraph.
Do you get the sense that they likely won't close a Tier 1 deal by the end of the year? (That was DLucky's takeaway from your post, not mine.) That would be a significant change from the earlier confirmation of the timeline and "I am more than confident we’ll close on probably more than one Tier 1 deal this year."
Starting with the $10M?
You’ll always be DigitalComet97 to me.
Is there a link to his comment? I’d like to read what else he had to say.
Back in January I asked Jim about the dilution assumptions in the earlier Edison report and he responded with:
Regarding the Edison note, while we commissioned them to do an independent analysis, the assumptions and conclusions were their own, and there are many elements of their forecast with which we disagree. Their assumption of the magnitude of future issuance of equity, and the price of such equity, is certainly one of them.
Senators from both parties have also asked EXIM to prioritize projects like Elk Creek.
Appreciate you sharing your thoughts, have a great weekend.
Did you bring your clown suit?
My guess is that those projects listed have already secured US funding while Niocorp's is still in process. C'mon EXIM!
You could also just make liberal use of the ignore feature and spend more time getting fresh air or something.
I'm on your side, go Niocorp. But just sayin'.
Deep dive into the massive growth in demand for energy, driven in large part by AI and data centers:
Link
I love that gross margin number, but this is comparing apples to oranges, no? Gross vs. net?
I’ll listen to the replay when I can but was there any indication as to timing of any of the upcoming expected events (EXIM, Stellantis, FS)? I suspect not but it’s like watching paint dry.
That's not too far off from the valuation using EBITDA multiples and grunt's numbers. Per this link specialty mining & metals companies generally get valued at 5.3X EBITDA. If EBITDA is $700M, and we have 60M shares outstanding (I trust grunt's EBITDA number more than the shares number), that would value the company at $3.71B and result in a share price of $61.83. Plenty of variables could move this number up or down, of course.
Once upon a time I was hoping for a share price considerably higher than that but I'll take $61 over $16.
I emailed Jim this morning with my concerns about the dilution assumptions in the Edison report and he immediately replied:
Regarding the Edison note, while we commissioned them to do an independent analysis, the assumptions and conclusions were their own, and there are many elements of their forecast with which we disagree. Their assumption of the magnitude of future issuance of equity, and the price of such equity, is certainly one of them.
I also think Stellantis wants their US vehicles to be eligible for US tax credits, and they will need non-Chinese sources of critical minerals to make that happen.
I am very curious to see what the updated number will be in the next FS.
I personally would take any AI-generated LWLG info with an enormous grain of salt, but that’s just me. Regardless, I would request that anyone posting such info make clear that it was generated by AI. People can then do with that info what they wish. Thanks.
Do you have links for any of these?
Seems pretty off-topic.
Never mind, looks like they formed that subsidiary 20 years ago and sold it 15 years ago. But then why are they going to be at Optica?
Interesting that DuPont will be there. Looks like they have a photonics division that focuses on “polymer integrated optical products”. I had no idea.
link
Let’s move on indeed. Political discussions always degrade the quality of a stock message board. Thank you.
Yeah, me too.
Wait, what’s happening in February?
I assumed $5B was a market cap figure, not revenue (short squeeze has nothing to do with revenue). KCCO?
Aha, INK jets. Gracias!
Appreciate the updates, but huh?
Either way, I hope we do indeed get REE results in the near term.
Yep, obvious misread on my part regarding the redemptions, oof. I like the reduced dilution but hope there’s additional financing in the pipeline. I expect there is but will feel better once it’s secured.
Still feeling good.
Love seeing this coverage in my local paper! I think there’s a mistake here though, no?
“About $15 million from the deal will go to NioCorp, the company said.”
I think it’s slightly more than $15M.
(This is not a political post, please hold the fake news comments)
Thanks jeunke. Is that a post- revised FS prediction or post-production?
When do you expect the drilling & results, realistically? I know Scott is eager to get that done ASAP but I have no idea what that translates to timing-wise.