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

Immer ruhige Blut - aber gefällt mir heute auch nicht

Rare Earth Miner Stocks Slammed After U.S. Defense Department Cancels Cobalt Purchase Rare earth and battery metal stocks are tumbling today after the U.S. Defense Department abruptly canceled a high-profile tender to buy cobalt - at least for now - cutting short a torrid rally that had lifted the sector over the past several months. However, it looks as though the cancellation may only be temporary, which if true the market is certainly overlooking… https://www.zerohedge.com/markets/rare-earth-miner-stocks-slammed-after-us-defense-department-cancels-cobalt-purchase

Rudi wie nimmst du die Entwicklung hier gerade war? Immernoch Korrektur? Ist mein Sorgenkind im Depot aktuell

Hm 🤔

NioCorp Announces Pricing of $150.2 Million Registered Direct Offering of Common Shares Priced At-the-Market https://www.accessnewswire.com/newsroom/en/metals-and-mining/niocorp-announces-pricing-of-150.2-million-registered-direct-offering-of-common-s-1086077 Na ja wieder verwässert

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Ist ja nur ein Index - NB lief schon gut dieses Jahr im Vergleich. https://x.com/speculator_io/status/1977147696679952492?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Mal Daumen drücken , das da was dran ist …. Und Niocorp ein Player ist

Morgan Stanley has just launched its National Security (MSXXNSEC) index. https://x.com/lawse/status/1976663391738507570?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Rare Earth Reality Check: Vetting CNBC-and Trump’s “Massive Tariffs” Threat China’s new export controls target 12 of 17 rare earth elements. Significant implications for global defense and technology industries. Immediate leverage lies with China, controlling approximately 90% of rare earth processing. China is implementing FDPR-style extraterritorial licensing requirements. Long-term outcome depends on Western investment in mine-to-magnet redundancy. Alternative supply chain development is crucial for the long-term outcome. https://rareearthexchanges.com/news/rare-earth-reality-check-vetting-cnbc-and-trumps-massive-tariffs-threat/

Was ist das ?

China Tightens Exports of Some Rare Earths and Related Tech. China will tighten curbs on rare earths to include items manufactured abroad, expanding restrictions that have been a source of tension between Beijing and Washington. Foreign exporters of items that use rare earths sourced from China will need to obtain an export license from the country’s Ministry of Commerce, according to a statement from the ministry on Thursday. Technologies related to the extraction of rare earths, the manufacturing of magnets and the recycling of the minerals will be banned unless permitted by the ministry. Military uses won’t generally be approved, the ministry said. Rare earths have been a flashpoint in a debilitating trade war between the US and China. Beijing has used its control of the sector — China accounts for about 70% of global supply — as leverage in negotiations with Washington. China is expanding the restrictions just weeks before President Donald Trump and Chinese leader Xi Jinping prepare to meet in person, adding potential tension just as the two sides seek to strike a broader trade deal. Rare earths have an array of applications that make them vital to high-tech industries including autos and defense. https://www.bloomberg.com/news/articles/2025-10-09/china-tightens-exports-of-rare-earths-and-related-technology?embedded-checkout=true

Big if true *CHINA TO TIGHTEN EXPORTS OF RARE EARTH AND RELATED TECH https://x.com/zerohedge/status/1976094389152719116?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Every Mineral Deemed Critical to U.S. Security in 2025 https://www.voronoiapp.com/natural-resources/Every-Mineral-Deemed-Critical-to-US-Security-in-2025-6535

Trump administration has shown ‘incredible courage’ in their approach to critical minerals: NioCorp Mark Smith, executive chairman and CEO of critical minerals mining company NioCorp, says that he is seeing light at the end of the tunnel with regards to the company’s loan application with the US Export-Import Bank, and that the company will have to be flexible and do what it takes, whether it means being open to the government taking an equity stake in the company or providing loans. https://www.cnbc.com/video/2025/10/07/us-government-shown-incredible-courage-critical-minerals-niocorp.html

As the rare earth scene heats up, the sector is likely to see a substantial re-rate in many of the peers. https://x.com/synergyrescap/status/1975409546525880389?s=46&t=CND_DF6ErYtM-d_GnIoKqA