Niocorp Developments Ltd (NB): A more important point perhaps is what I...

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Niocorp Developments Ltd (NB)

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Re: walterc post# 38112

Tuesday, 06/26/2018 4:16:07 PM

Tuesday, June 26, 2018 4:16:07 PM

A more important point perhaps is what I see NioCorp potentially doing with IBC on scandium alloys. I do not think they are spending time worrying about what is claimed to be a commodity price for scandium oxide by other potential producers. If Niocorp ends up targeting markets and applications that use scandium alloys, and they produce those alloys, then the price of the oxide isn’t as relevant. It is the price of the alloys what will matter. How much money will NioCorp make on those you think?

The concern with this is that CTQ and SCY have very similar strategies as NB when it comes to the production and marketing for scandium, yet still assume much lower pricing.

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