1D·

"A new super metal" Part 2

Hello my dears,

Thank you for the great comments on my last raw materials post.

Here I was signaled interest in the companies.


My current research has shown that $TKO (-0.8%) Taseko Mines does not play a significant role in niobium.


That is why we are now devoting ourselves to

NioCorp Developments Ltd
$NB (+0.24%)


Here I would like to emphasize that the company is not yet profitable.

And it is therefore more of a risk investment.

If you invest, I do not recommend taking too large a position.


In terms of the chart, I do not yet see an entry point here. I would wait for a clear upward momentum here.


Personally, I find the company very exciting. And if everything goes smoothly, there is still a lot of potential.


The majority of analysts seem to agree.


My dears, but of course I find your assessment of the company much more exciting.

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NioCorp Developments Ltd. is engaged in the exploration and development of mineral deposits in North America, particularly the company's niobium, scandium and titanium project (the Elk Creek Project) in southeast Nebraska. The Company is also evaluating the potential to mine various rare earth elements from the Elk Creek Project. The Elk Creek Project is located near Elk Creek, Nebraska. The project is a market-ready critical minerals project with the highest grade niobium resource in North America. The project is located approximately 105 kilometers (km) (65 miles) southeast of Lincoln, Nebraska (the state capital); 129 km (80 miles) south of Omaha, Nebraska, three miles west of Elk Creek, Nebraska and six miles south of Tecumseh, Nebraska.

Number of employees: 7


NioCorp is developing a project in Nebraska to extract niobium, scandium and other rare earth elements. These metals are used in high-performance magnets, batteries and aerospace components.

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Kritische Mineralien zu einem kritischen Zeitpunkt

NioCorp's critical minerals are considered by defense experts to be among the MOST IMPORTANT for America's economic and national security.


Sehr attraktive finanzielle Renditen

The Elk Creek project feasibility study shows a net present value of $2.8 billion, a pre-tax internal rate of return of 29.2% and $403 million in average annual EBITDA2 over a 38-year mine life.


Zweitgrößte angezeigte Seltene-Erden-Ressource

The Elk Creek Mineral Resource is the second largest rare earth resource in the U.S. according to USGS data and company reports.


NioCorp startet den Bau des Elk Creek Critical Minerals Project Minenportals

February 26, 2026

NioCorp Developments Ltd ("NioCorp", "our" or the "Company") (NASDAQ:NB), a leading U.S. developer of critical minerals, announced today that construction has now commenced on the main access to the underground portion of the Elk Creek Critical Minerals Project (the "Elk Creek Project") in southeast Nebraska.


NioCorp kündigt den Abschluss eines Stammaktienangebots im Wert von 100,0 Millionen US-Dollar an

February 25, 2026

NioCorp Developments Ltd ("NioCorp", "our" or the "Company") (NASDAQ:NB) today announced the completion of its previously announced initial public offering in the United States ("Offering").


NioCorp lobt das Weiße Haus und EXIM für die mutige "Project Vault"-Initiative

February 4, 2026

NioCorp today welcomed the White House and EXIM's launch of "Project Vault," a groundbreaking initiative to establish a U.S. Strategic Critical Minerals Reserve to source, store and enable the sale of critical minerals to American manufacturers.


NioCorp_Presentation.pdf

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Estimates USD in million (source finanzen.net)

Year Turnover Earnings p share

2026 -0,61

2027 -0,37

2028 69,82 -0,40

2029 299,45 -0,40

2030 406,95 0,30


Year EBIT Profit

2026 -31,35 -59,40

2027 -30,50 -43,65

2028 -20,60 -67,40

2029 -21,10 -66,90

2030 +126,10 65,10


Year Cash flow (operations) Equity

2026 -124,93 265,70

2027 -166,80 295,20

2028 -79,50 276,50

2029 148,04 326,50

2030 201,49 449,80


Year P/E ratio

2026 -7,79

2027 -12,97

2028 -11,93

2029 -11,93

2030 15,90

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$NB (+0.24%)

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13 Comments

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A lot of potential, but also a lot of risk as you said. Everything more or less depends on the provision of a loan to be able to realize the project at all.
However, since the state has declared niobium and scandium to be "Project Vault", as critical and security-relevant minerals, I could imagine that Donald would be willing to subsidize even more. After all, the USA is 100% dependent on imports of these two raw materials ✌🏼

EDiT: I could imagine €7.70 on a 12-month horizon.
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@Anderle New shares are also being placed again. I think that's why the share price slipped
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@Tenbagger2024 They need both equity and debt capital to finance the start of construction of the main shaft. A further risk in terms of dilution therefore remains high.
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Phew, honestly too much "hype" for me... I already have enough vola in my portfolio 😂, even more beta won't do my heart muscle any good 😂 but thanks for the introduction!
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I'm invested, but unfortunately got in a little too early. But will definitely hold.
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@jkb92 oh nice. How did you find out about the company
@Tenbagger2024 someone had mentioned here almost a year ago.
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Thank you for your comments, niobium will have its uses in the future. However, I don't necessarily see this as a megatrend. It's not even that rare, over 90% is mined and processed in the western hemisphere, mainly Brazil. Of course, it can't hurt to develop further sources of extraction. Let's see to what extent they can and probably must benefit from the 🍊's strategic plans. If they don't run out of money beforehand and have to be watered down. Not for me, not for a trade and not at all in the long term
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@Dividendenopi My dear, thank you for your great assessment. Top as always. How would you rate Almonthy, which is already on the way to profitability
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@Tenbagger2024
Another question about one of your other analyses. You recently presented $6701.
Are you planning to get in there or how do you currently see it in general with an entry
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@capital_captain_2693 find NEC very interesting. And the valuation is also attractive. On the other hand, I am already invested too much in tech. Therefore still undecided
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@Tenbagger2024 yes, I find the company interesting, because I'm not so tech-heavy and have relatively little in Asia and Japan
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@capital_captain_2693 There are a lot of tech companies there
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