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

Some insights from Chico: NioCorp’s sudden adoption of a six-month “poison pill” (shareholder rights plan) on Nov. 21 wasn’t random, panicked, or routine — it was strategic, timed, and absolutely deliberate. This past week NioCorp, IBC, and likely Lockheed/DoD were in Washington D.C. meeting with EXIM about vertical integration funding, Sc-Al alloy manufacturing, and the financing pathway for Elk Creek. With the stock artificially depressed and major catalysts about to hit (drill assays, alloy results, DFS update, EXIM movement), the conditions were PERFECT for hostile hedge funds, opportunistic Legacy-linked investors, or even foreign-aligned funds to quietly accumulate 15–20% of the company before the revaluation starts. The board shut that window instantly. This rights plan protects shareholders and the U.S. Government. Here’s how: 1) The U.S. defense establishment is now deeply tied to Elk Creek. Scandium–aluminum alloy testing with defense primes is advancing. Niobium, REEs, and titanium channels are in qualification. EXIM is engaged. The Pentagon wants a U.S.-controlled supply chain for Sc-Al alloys, high-strength Nb materials, titanium feedstocks, and magnet REEs — all of which Elk Creek uniquely provides. A hostile takeover by a private fund could derail that! 2) A foreign-controlled or private equity takeover would jeopardize national-security-grade materials. If a hostile fund grabbed control early, they could: ⁠•⁠break up the project ⁠•⁠delay U.S. offtake agreements ⁠•⁠divert supply overseas ⁠•⁠flip the asset before the U.S. government could secure it. This rights plan prevents ANY entity from suddenly grabbing 20% without going through a fully transparent, government-visible process. 3) The U.S. Government likely expects NioCorp to protect this project. EXIM, DoD, DOE, and U.S. aerospace primes cannot engage in deep multi-year commitments if the company is exposed to takeover volatility. Shareholder stability is a prerequisite for national-security-level financing. The pill gives EXACTLY that stability. https://x.com/cekdrew/status/1992274870655217881?s=46&t=CND_DF6ErYtM-d_GnIoKqA

BREAKING: NioCorp Adopts Limited-Duration Share Rights Plan $NB The Board adopted the Plan to help ensure that all shareholders of the Company are treated equally and fairly in the event of any unsolicited take-over bid or other attempt to acquire control of the Company (including by way of a “creeping take-over bid”). In respect of such transactions, the Plan is intended to, among other things: 1) encourage potential bidders to treat the Company’s shareholders fairly and equally and preserve control premiums and value for shareholders; and 2) provide the Board and shareholders adequate time to appropriately respond on an informed basis. https://x.com/cekdrew/status/1992274867194827037?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Oh Mann 🤦

Was ist den hier , heute ? Irgendwie was verpasst?

Review NioCorp Developments Ltd. (NASDAQ: $NB) with me, a Niobium and Rare Earth Developer in the US https://x.com/paola_rojas/status/1985505685996802340?s=12

Hier von Geiger Capital 310k follower auf X Scott Bessent über Seltene Erden: Du bist nicht optimistisch genug. „China arbeitet seit 25 Jahren an seinem Plan für Seltene Erden. Die USA haben geschlafen, aber diese Regierung wird in den nächsten ein bis zwei Jahren mit Höchstgeschwindigkeit vorgehen, um sich aus dieser Zwickmühle zu befreien.“ https://x.com/geiger_capital/status/1984998183152627792?s=46&t=CND_DF6ErYtM-d_GnIoKqA Hier auch direkt auf CNN https://www.cnn.com/2025/11/02/politics/video/scott-bessent-treasury-secretary-on-trump-administration-and-tariffs Ist also aktuell von gestern oder heute

Bessent: China "Made A Real Mistake" By Threatening To Curb Rare Earth Exports Bessent told Financial Times in a new interview that the US will secure alternative supplies within “12 to 24 months” and also said of China's threat: “China has alerted everyone to the danger. They’ve made a real mistake. It’s one thing to put the gun on the table. It’s another thing to fire shots in the air.” Despite recent disruptions triggered by China’s rare earths controls, he believes Beijing can no longer use these minerals as leverage: “I don’t think they’re able to do it now because we have offsetting measures.” The Trump administration has made reshoring manufacturing and securing critical materials a central priority, arguing the US became dangerously dependent on foreign supply chains — particularly China. https://www.zerohedge.com/markets/china-made-real-mistake-rare-earth-export-threats-sec-bessent-says

Sunrise energy metals macht einen Scandium Deal mit Lockheed. Bei denen bin ich auch an Board. Neben Nio. Nächste Woche soll es dort eine qualitativ noch bessere Machbarkeitsstudie geben. Mal schauen was da noch so kocht. Der Scandiummarkt könnte durch seinen vielseitigen Einsatz in den nächsten 5 Jahren echt gross werden. Viel Glück

Lockheed Martin Corporation secures up to 25% of Syerston scandium production over first five years: https://x.com/robert_ivanhoe/status/1981485835926331807?s=46&t=CND_DF6ErYtM-d_GnIoKqA Auch die Australier sind dabei mit Lockheed - sieht so aus als würde man auf Scandium setzten das ist auch gut für Niocorp

Pentagon Funds Joint Development Effort with NioCorp and Lockheed Martin to Develop a Scandium-Based Defense Technology https://www.accessnewswire.com/newsroom/en/metals-and-mining/pentagon-funds-joint-development-effort-with-niocorp-and-lockheed-martin-to-devel-1090656

NioCorp and IBC Advanced Alloys Successfully Cast Aluminum-Scandium Alloy for Potential Expansion into Al-Sc Alloy Parts Commercial Production of 0.2% Aluminum-Scandium Alloy Casting Confirms Readiness for Custom Part Fabrication and Marks Progress in Advancing Scandium Applications https://www.accessnewswire.com/newsroom/en/metals-and-mining/niocorp-and-ibc-advanced-alloys-successfully-cast-aluminum-scandium-alloy-for-pot-1090722

$NB CEO literally just said they’re about to announce a partnership with a major defense prime contractor (likely Lockheed or Boeing) soon regarding fighter jets and the stock is selling off… a gift. https://x.com/cekdrew/status/1979269530770903480?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Jede Rally kann zur Korrektur führen

Ist doch auch positiv. Was ist aktuell mit den Kursen los?

NioCorp Reports Assay Results from First Complete Diamond Drill Hole from Drilling Program https://www.accessnewswire.com/newsroom/en/metals-and-mining/niocorp-reports-assay-results-from-first-complete-diamond-drill-hole-from-drillin-1088073