Niocorp Developments Ltd (NB)

[chico237]

Thanks for sharing your thoughts & opinions GRUNT! Your Speculations are very close to mine in many ways. As I have also posted here that Niocorp once in production should achieve $24/share & $600M earnings before OPEX once in production.
****I have (SPECULATED) THE FOLLOWING:
****(BUT RUN YOUR OWN NUMBERS & SEE WHAT YOU COME UP WITH!)
REE production “North of 750 tons per year!” per Scott Honan NioCorp Developments has a " very Large Rare Earth deposit" in Nebraska
https://www.proactiveinvestors.com/companies/news/982962/niocorp-developments-has-a-very-large-rare-earth-deposit-in-nebraska-982962.html

My SPECULATION ~ ****As these might be OLD PRICING VALUES****
TAKE A PEEK AT MY OLD D.D. for U.S. Advanced Jr. Miners. (A LOT HAS CHANGED & NIOCORP is standing tall imho!) POST # 88085
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170786541
NIOCORP will produce the following when compared to MP materials & 3 other U.S. projects (& This could be low! NIOCORP could produce 1000 TONS PER/YEAR given the metrics of the deposit IMHO!)
600 tons per year Ny/Pr = 600,000kg x $134 = $80,400,000
24 tons per year of Tb = 24,000kg x $1,800 = $43,200,000
120 tons per year of Dy = 120,000kg x $260 = $31,200,000
Total REE annual value prior to OPEX = $154,800,000 Million at 750 Tons/yr.

~ I THINK Niocorp's numbers for Dy & Tr might be a touch more! 30mt & 170mt respectively??? I wouldn't put it past SCOTT & the Team to be able to push output to 1,000 Tons per year!??T.B.D.~
That’s $150M plus +~ in additional earnings (Before Opex).

**NOTE: This doesn’t include increased recovery rates for the Nb & Ti $$$.
My NEW TITANIUM oxide TlCl4 "TICKLE" Ti pricing = 800,000 TONS x $90/TON = $72,000,000 Million/yr. & that may be low or high as numbers I see range from $14 to $300+
(*****NOTE: PLUS - CaCO3 & MgCO3 New Byproducts T.B.D. - PLUS SCANDIUM ......"Oh my!") *****
~Niocorp ~ My SPECULATION also has been: "Could" push earnings to $600 - $700 Million/year~
EVEN -Lord Ashbourne Director, Energy & Resources is seeing what we see GRUNT! LOL! 😉
https://www.edisongroup.com/research/niobium-husking/33109/?j=145057&sfmc_sub=20300871&l=716_HTML&u=4320136&mid=536001663&jb=1002
FORM YOUR OWN OPINIONS & RUN YOUR OWN NUMBERS!!!!
Grunt- Niocorp will need a good sum of change & CASH A.S.A.P. GIVEN:
SEE NIOCORP/JIM SIM'S Responses given on Jan. 3rd, 2024 - to relevant questions asked Dec. 18th, 2023
1) Could NioCorp benefit from a possible DoD partial 2024 Feasibility Study funding option for critical minerals production once the 2024 NDAA is signed?
RESPONSE:

"It would take too long to wait for government funding from this new initiative specific to the costs of updating our Feasibility Study. We are working on raising funds to complete that work now."

Grunt - I am thinking at least $10 Million to complete the F.S. & I agree $1.4 to 1.5 BILLION will be needed given they want to add & INCLUDE PRODUCTION RUNS ON SITE!! I Can still see EXIM standing tall $800 Million, DoE/LPO (Dark horse $200 to $600M), Stellantis $25 to $50M , German Loan Guarantee $200M all in PLAY! to get to that figure. Although I am disappointed in Lord Ashbournes numbers a bit! as I think fair value of Niocorp share should be closer to $14/share until in production (which could be Early/late 2027) IF THEY GET A FINANCE DONE SOON 1st quarter 2024 to get the ball rolling!??

YEP- I'm waiting for the EARLY 2024 F.S.!!! TO PROVE & INDEPENDENTLY VERIFY ALL THE ABOVE AT SCALE!!!
I'm standing on & calling $24/share ( in 2027) & $600M earnings before OPEX once in production... but I could be DEAD WRONG! Run your own numbers all!

Chico