Niocorp Developments Ltd (NB)

[chico237]

Quick post with some Highlights of yesterdays presentation....

Scott Honan- TALKING TO MULTIPLE END USERS WANTING ALL THE NEW GOODIES! ~ LISTEN TO SCOTT HONAN!~
(WORKING ON SELLING ALL THE WASTE MATERIALS ~ (CaCO3, MgCO3 & Fe2O3 at 99% PURE@@@@@) TOO!)
1) Mark stated the loan Process was Proceeding well. Niocorp was "Hiring Third Party Due Diligence Experts" engaged in completing the process.

FALLS right in line with this document imho....
https://img.exim.gov/s3fs-public/general/guidelines-successful-application-spfd-v1-final.pdf

2) STELLANTIS DEAL (Possible Anchor Investor expected compeltion1st Half of 2024 (Although "might/could be longer." )

3) Working with C,D,E, & F...! (Banks, DoE/LPO, DoD... & other entities!, Plus German Loan Guarantee is still in play!

4) a) OTHER OFF-TAKES for REE's , New Niobium & Titanium are in play with multiple customers wanting ALL!!!
b) F.S. 2024 High Priority!
THIS FOLLOWING SLIDE CAUGHT MY EYE** NIOCORP IS CALLING OUT TONNAGES IN THIS SLIDE!!!*******

*c) NEW PRODUCTS CaCO3, MgCO3 & IRON OXIDE (WHICH CAN BE USED TO MAKE FERTILIZERS, CEMENT, PAINT, STEEL & more...)
1) CaCO3 Calcium Carbonate Slide shows 870 MT/day or @ 261,000 MT/year priced at U.S. $50 to $800/MT (Let's say $100/Mt = $26 MILLION (but I think it's higher!)

2) MgCO3 Magnesium Carbonate Slide Shows 870 MT/day @ 261,000 MT/year priced at U.S. $100to $600/MT (Let's say $100/Mt = $26 MILLION (but I think It's higher!)
https://mineravi.com/en-us/products/magnesite-magnesium-carbonate

3) Fe2O3 IRON OXIDE can make STEEL!!!!
Fe 2 O 3 is the main source of iron for the steel industry.
Slide Shows 470 MT/Day or @ 120,000 MT/year priced at $100 to $1,300/MT +/-
(Let's say $100/MT = $12 MILLION (**but I think it is much higher!)
https://en.wikipedia.org/wiki/Iron(III)_oxide

NOTE: One Kilogram = 2.205 lbs. One Metric Ton = 2,205 KG x @ .75 =$1,687/MT

INTERESTING!

Thats at least another $70 MILLION +/-
NOW you "MIGHT BE LOOKING at $700 to 800 MILLION REVENUES" per year! T.B.D. via EARLY 2024 F.S.
**** RUN your OWN NUMBERS! It is "INTERESTING!"
FORM YOUR OWN OPINIONS & CONCLUSIONS ABOVE:
My Takeaway:
****IT DOES APPEAR NIOCORP IS GOING TO UTILIZE ALL OF THE GOODIES & INCORPORATE THEM ALL INTO THE FINAL 2024 F.S.
****THEY NEED TO GET THIS RIGHT FOR ALL THE FINAL PRODUCTION RUNS OF (SCANDIUM, NIOBIUM, TITANIUM, RARE EARTHS, CaCO3, MgCO3 & Fe2O3) & FOR FINAL EQUIPMENT REQUIRED/NEEDED, CAPEX/OPEX/NPV NUMBERS.
** MY "NAPKIN NUMBERS" LOOK GOOD TO ME!
****IT DID SOUND LIKE TEAM NIOCORP IS CONTINUING TO EXECUTE ON THEIR PLAN MOVING FORWARD & EXIM & STELLANTIS ARE "IN PLAY"!
***IT IS Taking a bit more time to run all the "RECOVERY NUMBERS" for ALL THE GOODIES!... INTO A FINAL 2024 F.S.

Chico