Replies to post #122636 on Niocorp Developments Ltd (NB)

[chico237]

Not necessarily… I think the intention of management was always to own & operate.
What I see going on- Diversity of supply -
DoD established a floor price & a need for allied 5 year supply of Scandium before Niocorp could bring on their DFARs compliant domestic supply in 2029.
Niocorp also can supply Nb, Ti & TiCl-4 & REEs but all must be proven via DFS 2025.
What should be center stage- The pentagon just announced the need to establish a secure supply (the need is real & so is the need to stockpile!!)
I think- As long as the Scandium products ( produced from this Rio supply) are manufactured in the U.S. this would work & offer those industries DFARs compliance until Niocorp’s substantial U.S. domestic supply comes online. (Note: domestic suppliers are primes! Like NioCorp)
Your question is a good one for management. I do not want them to sell, no reason I can see as they were the owner operators of MolyCorp- now (MP).
This is all in NioCorp management’s wheelhouse imho…

[ColdDarkHole]

Yes that would be great. The sooner the better. I don't think we have seen the true magnitude of the coming dilution by the time this gets going. It would be wild to be around 300M shares in 2023, split back to 30M and then get back to around 300M again. Ouch.