Same as they’ve been since the FS release, but slightly less in magnitude. Having a scandium offtake with a reputable company is certainly better than not having the offtake, but the Sc pricing and growth concerns remain the same and are the top risks. The contract details with Traxys are almost certainly subject to an NDA, so from the investors standpoint all we really know is that someone else in the industry believes the Sc industry can double in short time. That’s still a long ways off from the 100 tpa in the FS, and without knowing pricing details it is impossible to say how much the banks view the offtake’s potential to add to the bottom line.
Traxys commitment to make Niocorp their sole supplier is why I say the risk today is less than it was last week. That is a significant event, but again with a commitment at only 12 tpa and no pricing details the Sc concerns mostly remain, along with concerns that banks view this as a worthy investment.
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