Niocorp Developments Ltd (NB)

[chico237]

Nice Find PM! Thank you for sharing... Stellantis does have access to some righteous capital $$$ & is making some moves in the U.S. to shore up a domestic supply for manufacturing here in the U.S. on several fronts. GM has already secured magnet manufacturing & REE's from MP Materials which is owned (10% by Shenge in CHINA!)
https://gmauthority.com/blog/2022/04/gm-and-mp-materials-announce-definitive-rare-earth-alloy-and-magnet-supply-agreement/

MARK SMITH~ during the Stellantis OFFTAKE TERM SHEET signing announcement qoute:

***“We are very pleased to announce that NioCorp and Stellantis have agreed to collaboratively develop Stellantis’ magnetic rare earth supply chain, including helping to identify a sintered rare earth permanent magnet manufacturer that provides additional geographic optionality to Stellantis, in support of their ambitious commitment to reach carbon net zero by 2038,”****

(WHO WILL STELLANTIS & NIOCORP IDENTIFY AS THE SINTERED U.S. RARE EARTH MAGNET MANUFACTURER?????? DID THEY ANNOUNCE THAT YET??? PLUS SCANDIUM ALUMINUM BATTERY BOXES Have been tossed around A lot!)
https://cleantechnica.com/2023/09/12/stellantis-opens-new-battery-development-facility-aims-for-50-lighter-battery-packs/
https://www.stellantis.com/en/news/press-releases/2023/july/stellantis-and-niocorp-sign-rare-earth-offtake-term-sheet-in-support-of-stellantis-commitment-to-reaching-carbon-net-zero-by-2038
https://interestingengineering.com/innovation/stellantis-shares-plans-to-make-ev-batteries-50-lighter


https://www.stellantis.com/en/news/press-releases/2023/july/stellantis-and-niocorp-sign-rare-earth-offtake-term-sheet-in-support-of-stellantis-commitment-to-reaching-carbon-net-zero-by-2038
Everything points to a few DEALS being baked in the oven! PM- Given Niocorp's Response to my Recent questions on Jan. 21st., perhaps they are working on Cobbling together SEVERAL Deals (Including Mine to Magnet, Scandium to Ingot production & more.... A lot of this can continue forward during construction once financed?
GIVEN: Niocorp is collaborating currently with NanoScale Powders on creating Scandium Aluminum ingots & base metals. During today's presentation Dr. Matheson mentioned the Process they are developing can/will also work for Rare Earths & Titanium (including creating 3D printing powders). NOTE: During the Presentation NanoScale did mention Niocorp "May/Can" be in collaborations with other Entities for ALL the Critical Minerals in the deposit!"

***** Jan. 21, 2024 - 3) Can you offer comment in regard to this possibility as described above for (Titanium, & REE's with NanoScale), & are other (Govt./Private) Entities engaged/collaborating with Niocorp on developing Nb, Ti, Sc, & REE future products/production yet to be disclosed? (i.e. Magnets, Alloys, etc...)
RESPONSE:

******Not yet, but we will certainly make announcements as those become appropriate.******

"Neo has also dropped some heavy hints that they'll soon be announcing a similar factory in the US, likely accompanied by government subsidies similar to the EU one. Examples of such hints include their investor presentation (see slide 37) or even more explicitly their recent Q3 earnings call with the CEO Rahim Suleman stating: "I also think that we will announce North America within a reasonable short order as well." One can then start doubling the EU EBITDA numbers and add even more on top to account for future expected growth in the EV market.

"NOTE: NEO PERFORMANCE DELETED THE LINK TO THIER PRESENTATION!. Check out this post for more relevant information:"
https://www.reddit.com/r/NIOCORP_MINE/comments/1937vm0/niocorp_rare_earth_magnets_outside_asia/



"NOT YET"..... but we will let you all know as they become appropriate is "INTERESTING". "It's NOT A NO! .....

Perhaps - Like EXIM or the other Interested Entities ...The Stellantis Deal & others "Are just taking a bit more time in the oven!" Rumor is Mid-Year 2024 now +/-?
Niocorp did state @ $1.2 BILLION is still about what is needed:
EXIM for a possible $800 Million
German Loan Guarantee (still in play) $200 Million
Stellantis (Anchor Investment) could be $25 to $200 Million? Or "Other Entities" could also be in play for that amount??
That equals the $1.2 Billion for Construction.
NioCorp Announces $200 Million U.S. Shelf Registration (IS STILL ALL IN PLAY)
https://www.niocorp.com/niocorp-announces-200-million-u-s-shelf-registration/

Waiting for the EARLY 2024 F.S. (I'm thinking those interested parties must have NDA's & have been running their own numbers as Niocorp has most definitely keep them in the loop!) PM- I still think a conservative $600 Million/revenue per year is achievable (but I think it might be more!)

Form Your own Opinions & Conclusions!

Waiting with many...