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Thanks GE & Crit! Third times a charm GE! Lol
Crit just trying to post upbeat relevant material… IMHO I think it’s better than the same “shtick” from certain posters lately…
Nice to see Niocorp stirring the pot!
Chico
Jan. 26th, 2023, ~NIOBIUM ~New detector could enable high-speed quantum communication~
https://phys.org/news/2023-01-detector-enable-high-speed-quantum-communication.html
US and EU Discuss Deal to Widen Access to Inflation Reduction Act
https://www.bnnbloomberg.ca/us-and-eu-discuss-deal-to-widen-access-to-inflation-reduction-act-1.1874938
Two thumbs up! Thanks Walter. eom
Scandium~ NASA, Boeing to Fly Truss-braced-wing Demonstrator in 2023
https://www.ainonline.com/aviation-news/air-transport/2023-01-18/nasa-boeing-fly-truss-braced-wing-demonstrator-2028
Hey NorCal! Niocorp can certainly deliver on the Niobium, Scandium & Titanium as called out in the 2023 NDAA. As for the REE's ..."Still waiting" lol! (I'm sure our team can separate the REE's, this is just taking longer than I expected too!)
IBC does appear to be an interesting downstream play or addition. They got hammered on the 2021/22 cost/sourcing of materials "ouch"! It does sound like they may have a major Defense contract/s coming & current price is attractive. (Cash is an issue if they need to expand the line...) As Copper/Beryllium alloys are their mainstay. Yet the ability to "CAST" & include Scandium Copper & Aluminum can be done.
Waiting with you & many others for that material news on a host of topics...
"Is it soup YET!?" Team Niocorp...
Chico
Niobium- Evolved Steelmaking Technology could save money and Emissions!
https://www.thenationalnews.com/business/2023/01/26/evolved-steelmaking-technology-could-save-money-and-emissions/
British researchers have found a way to cut emissions of planet-warming carbon dioxide from steelmaking — and save money too.
Crit -The element21 & the Space fabrication links you shared continue to show that End Uses are growing by leaps & bounds.
When the DoD is telling Congress they need to secure domestic supply & processing for Niobium, Scandium & Titanium plus REEs… with Private & Govt entities working hand in hand…
Niocorp stands ready to deliver! Thanks for sharing upbeat information!
Chico
Jan. 25th 2023 SCANDIUM- Novel aluminum wire set to transform complex metal manufacturing.
https://www.australianmanufacturing.com.au/novel-aluminium-wire-set-to-transform-complex-metal-manufacturing/
IRS DRAFT TAX CREDIT FOR ~Advanced Manufacturing Production Credit~ FORM 7207
https://www.irs.gov/pub/irs-dft/i7207--dft.pdf
Jan. 25th 2023 ~ ESG~ The diplomat securing responsibly sourced critical minerals
https://www.politico.com/newsletters/the-long-game/2023/01/25/the-diplomat-securing-responsibly-sourced-critical-minerals-00079397
10$ by years end! DoE/LPO & DoD look interested!!!!
DoD Issues $24.8M Critical Minerals Award to Perpetua Resources
https://www.defense.gov/News/Releases/Release/Article/3249350/dod-issues-248m-critical-minerals-award-to-perpetua-resources/
LPO Year in Review 2022
JANUARY 5, 2023
https://www.energy.gov/lpo/articles/lpo-year-review-2022
Project Pipeline Updates
American Lithium’s 51% Stock Bounce Has CEO Upbeat on Year
https://finance.yahoo.com/news/american-lithium-51-stock-bounce-143230451.html
I can imagine that USA Rare Earths/TMRC Round top project may have also put in an application to the DoE/LPO. USARE wanted to utilize a SPAC vehicle for finance back in 2021 but nothing ever happened. (They are bringing magnet production facilities & separation facilites on line soon... yet we here crickets! & they need $$$ too...)
The Round Top Project is one I believe will be placed into production alongside Niocorp & Search in the coming years. Standing pat with Search into 2023 as a Canadian Project the team & project merits stand tall imho!
Holing into 2023 like I said I would here!
KEEP an EYE out for American Rare Earths...(Shaping up to be the largest, clean, open pit REES in the U.S.)
Chico
DOE/LPO Battery Supply Chain Investments JANUARY 24, 2023
https://www.energy.gov/articles/battery-supply-chain-investments
REMEMBER NIOCORP DID ANNOUNCE:
New Federal Legislation Could Deliver Powerful New Benefits to NioCorp for its Critical Minerals
https://www.niocorp.com/new-federal-legislation-could-deliver-powerful-new-benefits-to-niocorp-for-its-critical-minerals/
UNDER ~Other Provisions That Could Benefit NioCorp~
US lawmakers have expressed concern that many of the critical minerals the DoD uses to build advanced weaponry come solely or mostly from China and Russia.
20 JANUARY 2023 Critical minerals: US DoD backs plan to revive antimony mine
https://www.janes.com/defence-news/news-detail/critical-minerals-us-dod-backs-plan-to-revive-antimony-mine
***TLC PEA is expected to be released in the next few days!
https://www.globenewswire.com/news-release/2023/01/24/2594043/0/en/American-Lithium-Announces-Royalty-Buyback-at-its-TLC-Lithium-Project-in-Nevada.html
American Lithium Announces Royalty Buyback at its TLC Lithium Project in Nevada
VANCOUVER, BRITISH COLUMBIA, January 24, 2023 – American Lithium Corp. (“American Lithium” or the “Company”) (TSX-V:LI | NASDAQ:AMLI | Frankfurt:5LA1) announces it has entered into an agreement (the “Agreement”) with Nevada Alaska Mining Co. Inc., an arms-length party, to buy back the remaining one percent (1%) gross overriding royalty (the “Royalty”) on the Company’s wholly owned TLC Lithium Project (“TLC”) located in the Esmerelda lithium district northwest of Tonopah, Nevada.
Pursuant to the terms of the Agreement, American Lithium will issue 950,000 common shares in the capital of the Company (“Shares”) to Nevada Alaska Mining Co. Inc. The Shares will be subject to a statutory hold period of four months and one day in accordance with applicable securities laws. The acquisition of the Royalty, and issuance of the Shares, remains subject to the approval of the TSX Venture Exchange.
Simon Clarke, American Lithium CEO, stated, “we are very pleased to have reached this agreement with the royalty holder to buy back this valuable royalty, which also ensures that the Company will control 100% of all concessions comprising TLC. As TLC moves through development and into production, this transaction should be highly accretive and will maximize Project value. Removing this remaining royalty also enables us to present TLC as wholly unencumbered in our maiden PEA which is expected to be released in the next few days.”
Form your own opinions & conclusions!
IMHO- TLC alone should have a $1Billion Market Cap soon....
Chico
Thanks for the reminder, Antler. It would be nice if Niocorp could couple that article with the release of all "Final" Demo results Proving REE Separation & Production once & for all. The 2023 F.S. can come a bit later along with GXII approval Equity/SPAC/DEAL & a NASDAQ up listing.
Then only the "Debt" portion needs to be finalized for EPC's to be signed & Critical Path work to begin. It is up to our team to execute now in 2023 on all of the above! I can see a path forward, but paths are not always open long...
Chico
American Rare Earths on target to define a significant JORC resource at Halleck Creek
https://www.juniorminingnetwork.com/junior-miner-news/press-releases/3206-otcmkts/arrnf/134756-american-rare-earths-on-target-to-define-a-significant-jorc-resource-at-halleck-creek.html
Mr. Chris Gibbs reports:
PHOENIX, Jan. 21, 2023 (GLOBE NEWSWIRE) -- American Rare Earths (ASX:ARR | OTCQB:ARRNF | FSE:1BHA) is pleased to announce it has completed its 38-hole, drilling program at its Halleck Creek rare earths project in Albany County, Wyoming, USA.
Highlights
5726 metres drilled
Geological data continues to show enriched rare earth mineralisation from surface to depth of drilling at 150m
3,817 samples collected and shipped to ALS laboratories for analysis
Significant upside expected with consistent mineralization observed to 150m, a 50% increase beyond the current exploration target
Deposit continues east into neighbouring Bluegrass prospect
The drilling confirms the Rare Earth Elements (REE) containing geological structure is significantly larger than previously thought. Geological data shows significant consistent REE mineralization across the observed samples, with the massive deposit remaining open at depth and likely continuing east into the company’s adjoining Bluegrass prospect.
This is quickly taking shape as the drilling results should continue to show tremendous potential! Halleck Creek may be 7-10 years out, but remains on my watchlist along with La PAz!
Chico
Coming soon! 2nd International Scandium Symposium to be held in the US in 2023.
https://metalevents.com/
PLUS
The 19th International Rare Earths Conference will return to the US in October 2023. Details will be available soon!
"Will Niocorp have shovels in the ground by then????" (Pending Finance)
Front row seats waiting for material news as it becomes available!
C'MON team Niocorp/L3 time to show us the REE OXIDES & Separation are possible!
"IS IT SOUP YET?"
NioCorp Rare Earth Demonstration Plant Showing Positive Rare Earth Recovery Results
https://www.niocorp.com/niocorp-rare-earth-demonstration-plant-showing-positive-rare-earth-recovery-results/
Chico
Mining & Metals 2023: Lifting the fog of uncertainty
Mining & Metals 2023: Lifting the fog of uncertainty
https://www.whitecase.com/insight-our-thinking/mining-metals-2023-lifting-fog-uncertainty
The World Economy No Longer Needs Russia
With alternative sources in place, Putin’s attempt at blackmailing Europe on energy has failed.
https://foreignpolicy.com/2023/01/19/russia-ukraine-economy-europe-energy/
Form your own opinions & conclusions above:
Being Held HOSTAGE By Countries Not Aligned with Similar World Values for ENERGY or CRITICAL MINERALS is a lesson being learned!
IMHO: Bodes well for Niocorp (Pending finance) & several other Quality "NEW" Stable, Secure mining projects.
Chico
Inflation Reduction Act of 2022 Loan Programs Office
https://www.energy.gov/lpo/inflation-reduction-act-2022
American Lithium Says US Funding Will Shore Up Nascent Industry
CEO expects ‘meaningful’ tax credits from US sometime soon
Canadian company has development projects in Nevada and Peru
Understand GM! Although I once again can see a path forward. 2023 will be the make or break year for the Niocorp team to execute & break ground & meet my expectations! The present window of opportunity will not remain open indefinitely….
Respect your decision!
Chico
American Rare Earths poised to define a ‘substantial’ maiden REE resource at Halleck Creek in the US; shares up
https://www.proactiveinvestors.com.au/companies/news/1003883/american-rare-earths-poised-to-define-a-substantial-maiden-ree-resource-at-halleck-creek-in-the-us-shares-up-1003883.html
Critical Mineral & Rare Earths are on the WORLD MENU 2023!
From the World Conference in DAVOS to Articles written the world over:
Jan. 20th, 2023 Yoon calls for better supply chain with 'mutually trusted' countries.
At Davos, South Korean leader walks a fine line in not alienating China
https://asia.nikkei.com/Spotlight/Davos-2023/Yoon-calls-for-better-supply-chain-with-mutually-trusted-countries
Nucor Introduces Elcyon™, First Sustainable Steel Product Engineered Specifically for Offshore Wind Energy Applications
https://www.tmcnet.com/usubmit/2023/01/19/9746070.htm
100 percent Agree! According to the NDAA 2023 even the U.S. Govt. Is keying in on Scandium, Niobium, Titanium & REE mine to processing here in the Inited States.
Niocorp’s Elk Creek mine can do all of that on site once financed!
Stark - REE’s are indeed the icing/byproducts on the cake! The Meat , potatoes & vegetables are Niobium, Scandium & Titanium!
Excited as well waiting for material news as it becomes available.
Should have “soup soon!”
Chico
Lemhi Pass is back on the REE MAP!
Idaho Strategic Locates Greater than 4% TREO's - Including Over 2.5% Neodymium - From Exploration at Lemhi Pass
https://www.ourquadcities.com/business/press-releases/accesswire/735643/idaho-strategic-locates-greater-than-4-treos-including-over-2-5-neodymium-from-exploration-at-lemhi-pass/
Thanks for posting link Stark! Niocorp- Rare Earths Stocks: 8 Biggest Companies in 2023
Canadian rare earths stocks
In December 2022, the Canadian government released its Critical Minerals Strategy, which includes US$3.8 billion in federal funding and "focuses on opportunities at every stage along the value chain for Canada’s 31 critical minerals, from exploration to recycling." Canada's critical metals list includes REEs, and the announcement follows the C$7.5 million in government funding earmarked for supporting the establishment of a REE processing facility in Saskatchewan.
"WOW.... Canada is offering some Govt. Cheese too! =)...."
Below are the largest Canadian rare earths stocks by market cap.
1. NioCorp Developments (TSX:NB)
Company Profile
Market cap: C$279.45 million; share price: C$1.04
NioCorp Developments is developing its Nebraska-based Elk Creek project, a pure-play critical minerals project that the company claims hosts the highest-grade primary niobium deposit under development in North America; it is also capable of large-scale scandium production and is the second largest indicated-or-better rare earths resource in the US.
In May 2022, NioCorp released an updated feasibility study for Elk Creek. While the new model for mineral reserves and economics does not yet include any data on rare earths production, the report does feature a longer expected mine life, higher expected ore grades and tonnages and improved expected project economics for niobium, scandium and titanium production.
At its demonstration-scale processing plant, NioCorp is working to show that it can extract and separate REEs from ore that NioCorp expects to mine from the Elk Creek project site. The data is expected to help inform an updated Elk Creek project feasibility study that incorporates an economic analysis of separated rare earth oxide products and a simplified process flow sheet.
(WHEN NIOCORP lists on the NASDAQ in 2023 - Will it join the U.S. list?
As the mine is located in Elk Creek Nebraska after all.... LOL)
https://www.niocorp.com/
Chico
Walter- thank you for sharing! I just listened to the video. My understanding is that IF a companies board of directors believes something is amiss they have a “duty” to take action on the shareholders behalf. Also even shareholders can do the same…
Very interesting! I can imagine the technology is there to track…
Short-Clown-Cars are being put on notice…. Very cool!
See what shakes out!…
Chico
Appreciated Crit! Grunt, PC, AO & many others. Trying to post relevant news of interest on topics close to the Niocorp core. Glad to see & hear many "Positive" opinions moving forward.
I can appreciate some of the negative opinions; & being unhappy with an R.S. situation or how that may play out. Some folks however continue to post Off the "Mark" (pun intended).
Given all the Dots, recent Govt. legislation & the need for Private $$ & Govt. entities to work together on building out & supporting (like China via tax incentives & loans).
I can ONCE again see a path forward to production. The Projects economics are imho about to get a wicked boost! (Courtesy of L3/Scott Honan & team Niocorp). Grunt's REE estimated #'s & my own look mighty nice to me still....
So Yes for me!
Keeping my front row seats with many! Into the 2023 Season....
Chico
Development status and roadmap for niobium-based anode materials
https://www.techblick.com/post/development-status-and-roadmap-for-niobium-based-anode-materials
Agree Nebraskan! As Large Marge would say -"SMOKE EM IF YA GOT EM" & cheer up! All those unhappy should be made aware that Marijuana is legal in many states! So kick back, roll one up, (Do a BONG! even) & you won't care what R.S. happens. You'll just get the munchies & Chill in your Clown-short-Cars!
Go Team Niocorp! Dang I may have to have some too now! lol
Chico
Trail- DOE/LPO Year in Review 2022 ~JANUARY 5, 2023~
https://www.energy.gov/lpo/articles/lpo-year-review-2022
Project Pipeline Updates
January 16, 2023-Researchers Use 3D Printing for Titanium Electrodes in Battery
https://3dprinting.com/news/researchers-use-3d-printing-for-titanium-electrodes-in-battery/
Engineers from Belgium and Germany have successfully demonstrated the production and testing of a titanium slurry electrode and have proven that it is a viable means of increasing the peak current density when compared to traditional manufactured solutions.
Slurry Electrodes
Hey Dutch! I had the same question...
so, I asked Jim. Please see his response:
In Regard to the 2023 National Defense Act. ~ (REPORT OF THE COMMITTEE ON ARMED SERVICES HOUSE OF REPRESENTATIVES ON H.R. 7900)
Jim.... ??.... I've gotta ask.
Can you offer a comment on how the Scandium, Titanium & Niobium mining & processing facilities MENTIONED above would help or affect the outcome of the Elk Creek Mine Project moving forward?
See Jims Response 1/15/2023
Papa- I have posted all publicly available information, relevant DD and have shared responses to relevant questions. It’s been a long road for many.
Everything I am seeing leads me to think both Private & Govt. Involvement will be needed to get many of these projects going. Nickel, Lithium, Critical Minerals & a host of other minerals are needed.
China/Russia have subsidized & offer tax incentives. I believe the U.S. must do the same. (They finally are…look at all the recent legislation! Took them long enough huh!)
I think, see & post information that follow that line of thought.
You have every right to your views & opinions! I still believe in our team & management. I can still see a path to production. (I was worried 2020/21) Back on a track now 2022/23 imho.
So I’m keeping my front row seats with many.
You do you…Papa… that’s cool too!
Chico
American Lithium Looks to “Spin Out” Uranium Assets to Independent Public Company
https://americanlithiumcorp.com/american-lithium-looks-to-spin-out-uranium-assets-to-independent-public-company/
American Lithium Looks to “Spin Out” Uranium Assets to Independent Public
Company
VANCOUVER, BRITISH COLUMBIA, December 7, 2022 – American Lithium Corp. (“American Lithium” or
the “Company”) (TSX-V:LI | OTCQB:LIACF | Frankfurt:5LA1) is pleased to announce that after a review by
the Company, along with its advisors, it has made the decision to pursue a “spin-out” of its Macusani
Uranium Project (the “Macusani Project”) into an independent public company (the “Transaction”).
The Company views a spin-out of the Macusani Project into a stand-alone vehicle as the preferred route
to generate value for American Lithium and its shareholders from the continued development of this
large-scale uranium project.
The re-structuring of the Macusani Project’s ownership is well advanced, and the Company anticipates
being in a position to finalize the terms of the Transaction in early 2023.
American Lithium believes that its current share price does not fully recognize the value of the Macusani
Project and that by structuring an appropriate “spin-out” into an independent, uranium focused vehicle,
the Company and its shareholders will benefit from unlocking the value of this project. Additionally, this
will allow American Lithium to concentrate its efforts on advancing its two premier lithium projects, TLC
in Nevada and Falchani in Peru.
Nuclear energy is experiencing a robust renaissance because it clearly stands out as the planet’s cleanest,
most cost-effective and reliable form of 24/7 dispatchable energy. Accordingly, the world’s premier
uranium deposits are attracting more and more global interest.
Highlights of the Macusani Project
• Large NI 43-101 mineral resource
• NI 43-101 preliminary economic assessment in 2016 with the following highlights:
o NPV8: US $603M, IRR 40.6% and 1.8 years payback at US $50/lb U3O8
o Large Scale. Avg. production ~6Mlbs U3O8 / yr over a 10-year mine life
o PEA Mine Plan Resource: ~68.8Mlbs U3O8 at 289ppm (circa 55% of existing resource)
o Low Cost: US$17/lb Life of Mine cash cost and ~US$18/lb AISC
o Low CapEx: ~US $300M initial capital
MACUSANI URANIUM PROJECT, PERU
https://americanlithiumcorp.com/macusani-uranium-project/
Form Your own Opinions & Conclusion's above:
American Lithium management has stated their intentions of Spinning Out the Mancusani Uranium Project into its own entity! While holding onto both Falchani & TLC Lithium projects. Recent NASDAQ listing & upcoming PEA's & F.S. (Undervalued IMHO...)
Chico
American Lithium: An Undervalued Gem In The Lithium Mining Industry
(Nice Read through...)
https://seekingalpha.com/article/4569275-american-lithium-an-undervalued-gem-in-the-lithium-mining-industry