NioCorp Developments WKN: A3D7SC ISIN: CA6544846091 Kürzel: NB Forum: Aktien User: vasili

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Hoffe es stimmt $NB announced they are in talks with the Pentagon for an offtake agreement to support 6th generation aircraft. This has MASSIVE potential. CEO Mark Smith just dropped the clearest signal yet: Scandium-Aluminum (ScAl) alloys are being written directly into the Gen VI fighter jet bill of materials. This isn’t rumor — it’s coming straight from Pentagon channels via Niocorp. Why does it matter? Because ScAl alloys double threat-detection, enable true 360° situational awareness, and unlock next-level range and performance. In plain English: scandium is the leap from Gen V (F-35) to Gen VI air dominance. Here’s the kicker: Niocorp isn’t just pitching powders anymore. They’re already working with the DoD and “a prime defense contractor” on ScAl alloy demonstrations — with “first scandium metal” expected by November 2025. That points strongly to Lockheed Martin (the Air Force NGAD lead and longtime stealth pioneer), but Boeing can’t be ruled out as they just secured the F-47 drone platform and are chasing the Navy’s F/A-XX. Whoever signs first wins a materials advantage that could lock in decades of fighter superiority — and Niocorp is the only U.S. source positioned to supply it. Bottom line: Elk Creek isn’t just another mine. It’s on track to become the Pentagon’s bottleneck scandium supplier — the “Saudi Arabia of Scandium.” Layer in niobium, titanium, and rare earths, and Niocorp becomes the most vertically integrated U.S. critical minerals project geared for defense and aerospace. https://x.com/cekdrew/status/1965413388408049768?s=46&t=CND_DF6ErYtM-d_GnIoKqA

MARK A. SMITH: President Lula’s Niobium Sword Of Damocles https://dailycaller.com/2025/09/10/opinion-president-lulas-niobium-sword-of-damocles-mark-a-smith/

NioCorp Developments Completes Pentagon-Funded Drilling Campaign at **** Creek Critical Minerals Project https://www.juniorminingnetwork.com/junior-miner-news/press-releases/391-nasdaq/nb/186785-niocorp-completes-pentagon-funded-drilling-campaign-at-elk-creek-critical-minerals-project.html

Bin ja mal gespannt wie sich die Konferenz auf den Kurs auswirkt!

NioCorp to Present at H.C. Wainwright Global Investment Conference on September 8, 2025 https://mailchi.mp/niocorp.com/niocorp-to-present-at-hc-wainwright-global-investment-conference-on-september-8-2025

“The top 10 mineral commodities, in descending order by the estimated probability-weighted impact of supply disruptions on the U.S. economy, are samarium, rhodium, lutetium, terbium, dysprosium, gallium, germanium, gadolinium, tungsten and niobium.” Nb immerhin auf Platz 10 https://x.com/javierblas/status/1960042315546075353?s=46&t=CND_DF6ErYtM-d_GnIoKqA

NioCorp Names New Senior VP of Business Development 20-Year Mining Industry Veteran Ernest M. Cleave Joins NioCorp https://mailchi.mp/niocorp.com/niocorp-names-new-senior-vp-of-business-development

NioCorp, *The bottom Line & for consideration.. NioCorp's *** Creek Project is uniquely positioned to become the flagship U.S. source for multiple critical minerals niobium, scandium, titanium, and a full spectrum of rare earths all from a single, fully permitted site in Nebraska. Unlike MP Materials, which is essentially a rare-earth pure play, NioCorp offers a multi-commodity portfolio that addresses defense, aerospace, clean energy, and industrial sectors simultaneously. Its output would be. entirely DFARS-compliant, free from foreign ownership, and strategically aligned with U.S. and allied supply chain security goals. With ongoing infill drilling (completing August 2025- per Mark Smith) NioCorp Can Make America the "Saudi Arabia of Scandium," CEO Mark Smith Tells Fox Business' Maria Bartiromo NioCorp Developments Ltd, likely to boost reserves, and a DFS due late 2025, the company is on the verge of proving it can scale far beyond current projections. *Despite this broad strategic scope, NioCorp's market cap (260M) is barely 2% of MP's 13B valuation a 50x gap that does not reflect the project's scope, permitting status, or U.S. government relevance. This undervaluation is amplified by *** Creek's ability to produce multiple revenue streams from one operation, positioning it as a resilient supply hub at a time when the U.S. is seeking to end its reliance on Chinese and transitional supply chains. The combination of near-term federal funding eligibility, active discussions with defense and industrial buyers, and imminent technical milestones creates the conditions for a major valuation re-rating once financing is secured.****** *If "**NioCorp executes on its current trajectory -breaking ground in 2026 and commencing production by 2028 *** Creek could quickly move from a development story to a cornerstone of U.S. industrial independence. Its role would extend beyond supplying materials; it would anchor a new domestic model for vertically integrated, multi-mineral production that is essential for hypersonics, EVs, SMRs, permanent magnets, and advanced alloys. In short, NioCorp is undervalued today because the market hasn't yet priced in the inevitability of its strategic necessity - but that window may close rapidly as milestones are met. Bottom Line: *"For a fraction of MP's valuation, NioCorp is poised to deliver disproportionate strategic value. *** Creek isn't just another mine - it's a multi-commodity critical mineral hub, aligned with federal defense & clean-energy mandates, fully U.S.-based and increasingly visible. If the 2025 DFS validates the expanded reserve model, investors could be looking at a flagship valuation re-rating and *** Creek becoming indispensable to American industrial independence." - A game-changer for American Resource. https://x.com/richard84275912/status/1956055324202500504?s46&tCND_DF6ErYtM-d_GnIoKqA

NioCorp Completes Phase I of Field Drilling Campaign at its Nebraska Critical Minerals Project https://www.niocorp.com/niocorp-completes-phase-i-of-field-drilling-campaign-at-its-nebraska-critical-minerals-project/

Wie schön wäre da eine Quelle von Niobium in der USA?? 🇺🇸

Amaero, a company specializing in advanced materials and manufacturing, has secured a $22.8 million loan from the U.S. Export-Import Bank (EXIM) to support its capital expenditure program. This loan, part of EXIM's Make More in America (MMIA) initiative, will help fund the company's plans to scale up its production of niobium C103 powder, a critical material for aerospace and defense applications, and other advanced materials.

To complement #EXIMexpertise critical mineral essays, we made infographics to show WHAT the element is, WHY it's important & HOW #EXIM is involved in their supply chains. Here's Niobium! More on critical minerals: bit.ly/3U5DuaF & the Amaero deal: bit.ly/3SfaIDa https://x.com/eximbankus/status/1954909419126337932?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Das stimmt

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