Replies to post #107965 on Niocorp Developments Ltd (NB)

[LCP77]

Okay, let’s say that unlike the previous unfinancible FS’s, the new FS is credible and shows a NPV of $4b. The EXIM loan would have some interest cost. Say 10% per year. I think it would be generous to say that would be a $1.2b hit to the NPV. Okay we have $2.8b left. Now stocks trade at a discount to NPV, almost always. So call it $2b. If by some miracle you can keep the share count to 200mm shares you might get $10 bucks. That is being very optimistic. However, you have to create a 5 fold increase in scandium demand which could stretch things out in the face of rapidly increasing low cost supply from Rio Tinto. Your view is a good example motivated reasoning.

Then again you have to figure that not getting financed at all is a distinct possibility.

[douginil]

Then when the 'dog days' of the mine build are in progress- we will probably see the share price downward trickle trajectory ...

We've done more drilling on the other 90% of the adjacent Ore Body and believe it contains ...

A strategy that I suggested months ago to Management to include funds for additional drilling to avoid the "dog days" of share price while the mine is being built.

[Demolition Man]

Great observation NorCal but you have bigger fish to fry with the big game coming up Sunday. Apparently the great running back CMC parents cannot afford luxury suites at the Super Bowl. Maybe Mark Smith can give them a loan or pay for them to have great seats lol
As for your thoughts on us hitting $4B NPV (approx $800M EBITDA) shown in 'early '24 FS' + financing from EXIM + offtake with Stellantis + Equity from Stellantis (probably about 60M-70M Shares outstanding by that time.....
if this happens and we are not above $ 25 bucks a share in 2024 I will be more than disappointed. That’s only $2.50 a share. Heck mark smith said we should be at $5-$6 a share in 2017-2018 at Nebraska town hall. I know, I know let’s move forward and not live in the past lol