Niocorp Developments Ltd (NB)

[chico237]

Of Chinese Behemoths: What China’s Rare Earths Dominance Means for the US Dec. 19th 2022
https://www.bakerinstitute.org/research/chinese-behemoths-what-chinas-rare-earths-dominance-means-us

Whether China would weaponize their leverage over rare earth supply chains in direct conflicts with the U.S. and/or its allies is a matter of speculation and debate. However, one thing is for sure: In such an event, the U.S. must minimize China’s ability to limit sanctions and other collective global responses against potential coercive action. Taking the invasion of Ukraine as an example, Russia’s VSMPO-Avisma’s strong positioning as the leading global aerospace-grade titanium supplier caused several EU member states to oppose sanctions on the company, despite its role in maintaining Moscow’s force posture. In order to respond adequately to Chinese military belligerence, the U.S. must ensure that China’s consolidated rare earth industry does not grant Beijing undue influence over an international response. The U.S. and its allies must act accordingly to divorce their strategic industries from Chinese rare earths.

Form your own opinions & conclusions above:
IMHO:
NO-ONE has presented to the board relevant D.D. - On any U.S. based critical mineral project to knock Niocorp from my #2 position as the BEST Critical Mineral & Rare Earth Project in the U.S. following MP Materials? Nor offer names for better management? ~"ANYONE"... yeh o.k. that's "Brilliant"....~
(Gee...Even ol'CleanTeq is treading water still. Imagine that...!) Yes- It has taken a lot longer (Frustrating indeed at times!), yet Niocorp is poised to finally take advantage of all recent world events, the current positive U.S. policies & legislation being implemented & Pending GXII SPAC/Equity Deal approval & the ability to lock up the "Debt" portion needed early in 2023. Once again I see a path forward to Construction & the signing of EPC contractors to begin "Critical Path" work & complete to production sometime in late 2026.
"IF":
Three outstanding items remain:
a) Complete Final Demonstration Plant operations (Via the NEW simplified Process) to improve Hydro-met & Separate viable REE's now ongoing (since April/June 2022.) Independently verify & publish results, & incorporate Economics into a final 1st quarter 2023 F.S.
b) Approval of the Equity/SPAC GXII Deal & Completion of the "DEBT" portion of Finance.
c) Sign EPC contractors, Break Ground & begin all Critical Path work & construction of the project to production. ~BY MID 2023/@JUNE~
I believe in our team & the project & am keeping my front row seats for "Spring training 2023"...

Chico