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 (-0,16 %) Taseko Mines does not play a significant role in niobium.

That is why we are now devoting ourselves to

NioCorp Developments Ltd
$NB (-1,32 %)

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.

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.

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

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

$NB (-1,32 %)

My dears,

I have often read here that the use of AI is heavily criticized by some.

For my new approach today, however, I have nevertheless tried to use Mr. Prompt's girlfriend @Raketentoni to help me.

At the end of the day, it is important that we

" successful together ".

And that I was also able to make my work a little easier.

But now we come to the exciting part.

As my friends whose advice I greatly appreciate have already noticed, I've spent the last few days working with raw materials, and with tungsten in particular.

I have already reported on titanium.

The biggest player in tungsten outside China is Almonthy $AII (-1,74 %) and the participation of $DR0 (-0,32 %) Deutsch. Rohstoff's stake in Almonty.

It should be well known that the Western world wants and needs to become independent of China. That's why I won't write much more about this.

But it does explain the big RUN on Almonty shares.

Performance:

1 year +831.34%

3 years + 2,468.17%

As demand for tungsten remains high and continues to rise despite China's default, I still see potential in Almonthy $AII (-1,74 %) potential.

But the share is already a hot potato.

Feel free to share your opinions in the comments.

But now I've spent a little time with Wolfram today.

🔥 Central properties of tungsten

🧱 Physical properties

• Highest melting point of all metals3,422 °C → ideal for rocket engines, hypersonic missiles and heat shields.
• Very high densitysimilar to gold → perfect for armor-piercing ammunition and radiation protection.
• Extreme hardness → Used in tools, drills, armor and industrial equipment.
• High tensile strength at high temperatures → Remains stable where other metals have long since failed.

Electrical & thermal properties

• Very good thermal conductivity → Important for electronics, semiconductors, lasers, high-performance lights.
• Good electrical conductivity → Used in electrodes, contacts, special components.

🛡️ Chemical properties

• Corrosion resistant
• Low thermal expansion → Ideal for precision components in extreme environments.

🚀 Why tungsten is considered a "super material"

The article describes that rockets, hypersonic weapons and space travel need more and more tungsten because it can withstand extreme temperatures and atomic oxygen in space. This makes it a strategic raw material for:

• SpaceX rockets
• Hypersonic weapons
• satellites
• Defense systems (e.g. Rheinmetall)
• High-temperature engines

While researching tungsten, I came across a new super material material.

So I dived even deeper into the engine room for you and looked for tungsten alternatives. And for raw materials with similar properties to tungsten.

And looked at what other raw materials are used in the defense and aerospace industry.

🧪 Which materials could realistically be considered?

Heat resistance, lightness and use in hypersonic and space projects points to a very small group of materials:

Most likely candidates

 Niobium

• Very heat resistant
• Lightweight
• Used in rocket engines, turbines and superalloys

 Tantalum

• Extremely temperature resistant
• Corrosion resistant
• Use in aerospace and defense

 Molybdenum

• High melting points
• Component of many superalloys

 High-performance ceramic composites (CMC)

• Ultralight
• Heat-resistant up to > 2,000 °C
• Increasingly used in hypersonic missiles and space travel

Less likely, but possible

• Titanium aluminides (light + heat resistant)
• Rhenium alloys (extremely temperature-resistant, but very expensive)

🎯 Most likely material (synthesis)

The description fits best to niobium:

• Combination of lightness + temperature resistance
• Use in hypersonic superalloys
• Use in rockets, turbines, space travel
• Defense demand (Rheinmetall reference fits)
• Material content in jets (NGAD reference matches niobium alloys)

👉 My best guess: The super material is niobium.

My dears, how many of you have heard of niobium or know the material?

🚀

Dear all, after a lot of research I have found an alternative to tungsten that is already being used in industry.

But now comes the more interesting part for us as investors.

Who are the producers of the super material niobium.

📈 Which shares are realistic candidates?

🔥 A) Producers of niobium

CBMM (Companhia Brasileira de Metalurgia e Mineração)

• World market leader (70-80% market share)
• Not listed on the stock exchange

NioCorp Developments (USA/Canada)

• Elk Creek niobium project
• Listed (small cap)
• Classic "insider tip" character

Magris Resources (Niobec Mine)

• Also not listed on the stock exchange

👉 NioCorp is the only listed pure niobium play.

This fits perfectly with NioCorp Developments:

• Only listed niobium pure play
• Been in development for years, hence "lying at the bottom"
• Often mentioned as a strategic metal project for defense/space
• Could benefit greatly if niobium demand increases

👉 Most likely stock: NioCorp Developments (NB / NIOBF) $NB (-1,32 %)

After further searching I also found

• Taseko Mines $TKO (-0,16 %) found

My dears, you might also find this interesting.

Which companies use NIOB and is it strategically important?

Companies that use niobium mainly come from three sectors: Aerospace, hypersonic/defense and high-tech industry. The technical properties of niobium - extreme heat resistance, high strength and good workability - make it indispensable there. The following sections show you who uses niobium, for what and why it is strategically important.

🚀 Aerospace

Niobium is used in engines, rockets and hypersonic vehicles because it can withstand temperatures above 2,400 °C while remaining relatively light. The sources show that niobium has been used since the Gemini and Apollo programs programs .

Typical users:

• NASA - historical and modern rocket programs
• SpaceX - Heat shields, engine components
• Blue Origin - High temperature components
• Aerojet Rocketdyne - Rocket engines
• GE Aerospace - Superalloys for turbines
• saffron - High temperature parts in aircraft engines

🛡️ Defense & Hypersonic

Niobium is essential for hypersonic weapons and modern defense systems because it can withstand extreme thermal loads. The sources show that niobium used for critical defense applications applications and that the US government is actively investing in niobium productionto secure the supply.

Typical users:

• US Department of Defense (DoD) - Hypersonic programs, materials research
• Lockheed Martin - Hypersonic missiles, NGAD program
• Raytheon/RTX - Hypersonic and missile components
• Northrop Grumman - Space and defense systems
• Rheinmetall - High-temperature and armor applications (indirectly via suppliers)
• Elmet Technologies - Supplies defense groups with niobium products

🧪 High-tech industry & energy

In addition to defense and aerospace, niobium is also used in electronics, energy storage and special alloys.

Typical users:

• Intel, Samsung, TSMC - Niobium in thin-film and semiconductor processes
• Siemens Energy, GE Power - Turbine materials
• Additive manufacturing companies - Niobium powder for 3D printing (e.g. GAM, which produces niobium powder)
• Automotive industry - Niobium steels for lighter, stronger car bodies

🏭 Who produces niobium?

Important to understand the value chain:

• CBMM (Brazil) - World market leader (private)
• China Molybdenum (CMOC) - Large producer of niobium and molybdenum
• NioCorp Developments - only listed pure niobium project
• Global Advanced Metals (GAM) - Niobium oxides and powder, DoD partner

🔍 Why niobium is becoming strategic right now

The US government is actively investing in the restoration of domestic niobium productionto reduce dependence on imports. The DoD has allocated 26.4 million USD to establish the production of high-purity niobium in the USA.

This shows that Niobium is a strategic metal for hypersonics, defense and space - and demand is growing.

My dears,

Finally, I would be very interested to know.

What do you think of my approach?

Should I introduce you to the two niobium players I found?

@Get_Rich_or_Die_Tryin
@Multibagger
@Klein-Anleger and all the rest of you dear ones.

We continue with insights into the goings-on of the dividend opi. If you missed the first part, you can find it here: Dividendenopi inside Teil 1 Dividendenopi Rewind2025

As the second part is less about shares, I'll at least start with the rest and the question from @Epi about the Zockeropi. I still have one position each in the, let's say, hidden area of $EKT (+0,13 %) and $NOVO B (+6,67 %) each. Neither trading nor dividend stocks as I see it, so they are bobbing around in the middle of nowhere. Both are currently in negative territory and have a current market value of around €30,000. To be honest, I still don't really know what I'm going to do with them. In my opinion, EKT is still a rock-solid value and clearly undervalued. Despite all my understanding for the delays, which are apparently through no fault of their own, they have to deliver this year. Otherwise I will actually realize the losses, but they are absolutely manageable. And about Novo, well, what more can I say... Ignored the warnings during the high phase and took the crash in its stride. Due to the recovery over the last few days, the share is moderately down by just over 10%. Depending on my mood on the day, however, this could quickly disappear.

And to ensure that my strategy as a whole doesn't get boring and that the gambling child in me is kept in mind so that it doesn't do anything stupid with larger investments, I have turned more intensively to short-term trades since the middle of last year. In June with $DEFI (+4,55 %) and $HIMS (+8,01 %) initial modest successes have encouraged and "hooked" me by, among other things @Multibagger one or two copy trades. My play money is strictly limited to a maximum of 5% of my total capital. I haven't invested that much yet, but despite everything $IREN (-2,19 %) , $CIFR (-3,17 %) and some other trades have brought me nice profits on the side. Most recently I closed yesterday $AII (-1,74 %) closed yesterday with 40% plus. The largest position in the trading portfolio at the moment is again $IREN (-2,19 %) with EK 35€ and a slight plus. The rest, $CA1 (-3,22 %) , $DEFI (+4,55 %) , $LYC (-1,6 %) , $NB (-1,32 %) and $null are not doing so well at the moment, which is why I am currently in the red. I currently have € 20,000 invested there, but the holding period for these shares and the long is also designed for a maximum of 6 months, so I will look again in April.

So far so good.... Now comes the outing and the boring part of my investments, which still make up the majority of the capital invested. Expiring fixed-term deposits have already been and will be put into the market. Due to my age, I tend to be a bit conservative when it comes to choosing my broker and would have a stomach ache with a neo-broker for this amount. For a while I had my investments diversified with S-Broker, ING and Consors. Overnight deposits at various institutions in recent years, where the best new customer offers were available. I'm still hopping and currently have a good €370,000 in call money. The best interest rate for 12 months until mid-26 is with BBVA, where I'm realizing 3.25% thanks to a promotional bonus. Volkswagenbank, Fordbank, Stellantisbank and Renaultbank are always offering special promotions for existing customers with interest conditions to compensate for inflation. The advantage of all the aforementioned banks is the monthly interest payout for regular income, and the trend at the moment is again towards higher offers for new customers of just under 3%, so I will be shifting around a little over the next few days and weeks. Longer-term fixed-term deposits will gradually expire over the next 2 years, where I have conditions from the beginning of 24, e.g. at Kommunal Kredit for 4.5%, the others are between 3.4 and 4.1%. In total, this currently amounts to € 125,000 with annual interest payments for further cash flow.

The third large chunk, and therefore the rest of my capital, is invested in bonds and certificates. More on this in a moment. Where do I have my securities account now? Drum roll... 😇😇At the savings bank, sic!🤷‍♀️ At a large savings bank in the big city around the corner as part of a private banking agreement. I have an all-in-fee that costs really fat fees every year. 1.25% of my average portfolio value p.a. And that's a four-figure sum at the top end. Before everyone faints or thinks I'm out of my depth, a few words of explanation and insight into my decision. I can trade where I want, as much as I want and what I want within the limits of these fees. Of course, I can also pay less for a used small car, but as I mentioned, it's just not for me. One of the reasons I took this route was because of the annual costs I would otherwise incur with ING and S-Broker. Given the trading volumes, that wasn't exactly low either. For me, these costs would have been costs anyway. The decisive advantage, in addition to almost 24-hour all-round support and a personal portfolio manager, lies in trading certificates. I like to use fixed coupon express certificates for cash flow. They are available on many stocks. This year I was / am invested in Siemens, LVMH, BMW, Daimler Truck, Vonovia, Renk, among others. They all had / have interest rates between 6.5% and 9.75%. Latest "deal" a certificate on $R3NK (-4,54 %) on 29.12 with 11.7% and a new one now starting in January with 11.5%. The interest is paid out quarterly on a pro rata basis and makes a not insignificant contribution to my monthly income. I am always offered these certificates for subscription before they are issued, the issue premium is waived as part of my agreement and I receive a large part of the "internal commission" from the savings bank, which is called a customer bonus. I am attaching the statement of my Renk certificate from December 29th to make it easier to understand.

In this case, with an otherwise regular issue price of € 1,010 for a € 1,000 share, I have in any case already "recouped" part of my fees (saved issue premium plus lower subscription price), with other providers and lower interest rates this can be up to 2.5% and more. These express certificates usually come back in the next 6 to 9 months when the early payout levels are reached and I get back the € 1,000 nominal value, plus the interest accrued up to that point. Unfortunately, I have to pay tax on the difference between my cheaper purchase and the nominal value as a profit. The money is then immediately reinvested in corresponding new certificates. This means that I have a regular annual circulation with a corresponding volume, not every certificate is returned, and in total this recoups my fees. Sounds a bit like a milkmaid's calculation, but it works out. We can discuss this in more detail. For now, this is only part of my motivation. However, these certificates are one of the main pillars of my cash flow and are relatively default-proof thanks to downward barriers of 40 to 50%, but of course you have to look at the underlying securities.

Other investments are in capped bonus certificates with a barrier. These offer no ongoing cash flow, but "reward" you with decent returns if they perform well and are particularly suitable for sideways or slightly falling markets. For both variants, it must be said that dividends from the reference stocks are excluded and a strong upward trend in the individual underlying stocks does not lead to overperformance and in the latter case is also limited (capped) or leads to premature liquidation in the case of express certificates. If you keep abreast of the market, the risks are manageable and the maturities are limited to a maximum of 2 years, usually less.

There are other variants of these certificates, if there is interest I would present these in a separate series. They are not performance boosters, but with the right selection they can lead to stability and ongoing cash flow or pre-defined potential price gains even if the markets do not perform as everyone would like.

That's it from my side, I've let my pants down and shown how I, as an old fart with an appropriate amount of capital, try to structure my monthly returns without taking excessive risks and why and how I do it. Perhaps it will help some investors who are not so risk-averse to think about alternatives. I would like to thank everyone who has stuck with me to the end and see you soon. Your Dividend Topi

#momentumstrategie

As promised, I have listed the monthly performance of the reported stocks.

I hope it will inspire you to find new companies.

And a little added value.

1 to 10

$ONDS (+0,22 %) 172,70 %. $IREN (-2,19 %) 79 %

$NB (-1,32 %) 67,48 %. $LMND (-0,71 %) 37,24 %

$BMNR (+0,3 %) 28,85 %. $UUUU (-7,72 %) 24,70 %

$NBIS (-6,29 %) 23,64 %. $GILT (-1,32 %) 22,64 %

$UNH (-0,07 %) 20,74 % $VLA (-1,24 %) 19,61 %.

$ETH (-0,11 %) 19,05 %

10 to 20

$APP (-1,42 %) 18,69 %. $RDDT (+0,03 %) 18,41 %

$MP (-4,4 %) 13,81 %. $HOT (-0,22 %) 13,37 %.

$9868 (+2,87 %) 13,18 %. $XPEV 12,87 %

$LOTB (+0,1 %) 12,78 %. $CWCO (-1,1 %) 11,76 %

$TUI1 (-2,83 %) 9,41 %. $AHT 7,66 %

Remainder

$PRY (+6,43 %) 7,47 %. $MU (+2,38 %) 6,82 %

$AAPL (-0,73 %) 6,87 %

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (-4,4 %)
$NBIS (-6,29 %)
$LMND (-0,71 %)
$AAPL (-0,73 %)
$BMNR (+0,3 %)

$ELF (+0,02 %)
$9868 (+2,87 %)
$XPEV (+4,26 %)
$UCG (+0,26 %)
$PRY (+6,43 %)

$G1A (+0,87 %)
$LOTB (+0,1 %) +10% $UFPT (+1 %) +9,34%. $AHT 7,15%. $UNH (-0,07 %) 20,26%

$ETH (-0,11 %)
$NB (-1,32 %)
$VLA (-1,24 %)

$HOT (-0,22 %) +13%. $CWCO (-1,1 %) +14%

$ALV (+0,14 %) +6,4 %. $MAIN (-0,73 %) +5,3%. $TUI1 (-2,83 %) +18,3%

$RDDT (+0 %) . $GUBRA (-1,26 %)
$ONDS (+0,22 %)
$IREN (-2,19 %)

My shares would be

$MU (+2,38 %) +17%. $GILT (-1,32 %) +20%. $APP (-1,42 %) +17%

The shares are for identification purposes only.

And does not constitute a buy recommendation.

An analysis and evaluation of the multiples should definitely be carried out here.

You are also welcome to share your results with us.

I look forward to hearing more about your performers.