Hello, everyone,

Thank you for the great comments on my last post about commodities.

It showed me that there’s interest in these companies.

My current research has revealed that $TKO (-3,29%) Taseko Mines does not play a significant role in the niobium sector.

That’s why we’re now turning our attention to

NioCorp Developments Ltd
$NB (-1,57%)

I’d like to emphasize that the company is not yet profitable.

And therefore, this is more of a risk investment.

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

From a technical analysis perspective, I don’t see an entry point here yet. I would wait for a clear upward momentum.

Personally, I find the company very exciting. And if everything goes smoothly, there’s still quite a bit of potential here.

The majority of analysts seem to see it that way as well.

My friends, but of course I find your assessment of the company far more interesting.

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 southeastern Nebraska. The company is also evaluating the potential to extract 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, in turn, 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 feasibility study for the Elk Creek project 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

According to USGS data and company reports, the Elk Creek Mineral Resource is the second-largest rare earth resource in the United States.

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 begun on the main access tunnel to the underground portion of the Elk Creek Critical Minerals Project (the “Elk Creek Project”) in southeastern 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 launch of “Project Vault” by the White House and EXIM, a groundbreaking initiative to establish a U.S. Strategic Critical Minerals Reserve to procure, store, and facilitate the sale of critical minerals to American manufacturers.

NioCorp_Presentation.pdf

Estimates in millions of USD (Source: finanzen.net)

Year Revenue Earnings per Share

2026 -0.61

2027 -0.37

2028 69.82 -0.40

2029 299.45 -0.40

2030 406.95 0.30

Year EBIT Earnings

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 (-1,57%)

My dear friends,

I’ve often read here that some people strongly criticize the use of AI.

For my new approach today, however, I decided to give Mr. Prompt’s girlfriend a try @Raketentoni as a helper.

At the end of the day, what really matters is that we

“Succeed Together.”

And it also made my work a little easier.

But now let’s get to the exciting part.

As my friends—whose advice I greatly value—have already noticed, I’ve been looking into raw materials over the last few days, particularly tungsten.

I’ve already reported on titanium.

When it comes to tungsten, the biggest player outside of China is Almonthy $AII (+6,35%) ; it would also be interesting to note the involvement of $DR0 (+0,13%) Deutsch. Rohstoff’s stake in Almonty.

It’s probably well known that the Western world wants—and needs—to become independent of China. That’s why I won’t write much more on this topic.

But it does explain the huge RUN on Almonty stock.

Performance:

1 year +831.34%

3 years + 2,468.17%

Since demand for tungsten remains high and continues to rise despite the disruption from China, I still see $AII (+6,35%) .

But the stock is already a hot commodity.

Feel free to share your thoughts on this in the comments.

Anyway, I decided to look into tungsten a bit today.

🔥 Key Properties of Tungsten

🧱 Physical Properties

• Highest melting point of any metal: 3,422 °C → ideal for rocket engines, hypersonic missiles, and heat shields.
• Very high density: similar to gold → perfect for armor-piercing ammunition and radiation shielding.
• Extreme hardness → used in tools, drill bits, 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, and high-performance lighting.
• Good electrical conductivity → Used in electrodes, contacts, and specialty components.

🛡️ Chemical Properties

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

🚀 Why Tungsten Is Considered a “Supermaterial”

The article explains that rockets, hypersonic weapons, and spaceflight require increasing amounts of tungsten because it withstands 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 supermaterial .

So I dove even deeper into the engine room for you and looked for alternatives to tungsten—as well as raw materials with properties similar to tungsten.

And I looked into what other raw materials are used in the defense and aerospace industries.

🧪 Which materials are realistic options?

Heat resistance, lightweight and use in hypersonic and spaceflight projects point to a very small group of materials:

Most likely candidates

 Niobium

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

 Tantalum

• Extremely temperature-resistant
• Corrosion-resistant
• Used in aerospace and defense

 Molybdenum

• High melting points
• Component of many superalloys

 High-performance ceramic matrix composites (CMC)

• Ultra-light
• Heat-resistant up to > 2,000 °C
• Increasingly used in hypersonic missiles and spaceflight

Less likely, but possible

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

🎯 Most likely material (synthesis)

The description best fits best to niobium:

• Combination of lightness + temperature resistance
• Used in hypersonic superalloys
• Used in rockets, turbines, aerospace
• Defense demand (Rheinmetall reference applies)
• Material share in jets (NGAD reference applies to niobium alloys)

👉 My best guess: The supermaterial is niobium.

My friends, who among you has ever heard of niobium or is familiar with this material?

🚀

My friends, after extensive research, I’ve found an alternative to tungsten that’s already being used in industry.

But for us as investors, here comes the more interesting part.

Who are the producers of the supermaterial niobium?

📈 Which stocks are realistic candidates?

🔥 A) Niobium producers

CBMM (Companhia Brasileira de Metalurgia e Mineração)

• Global market leader (70–80% market share)
• Not publicly traded

NioCorp Developments (U.S./Canada)

• Elk Creek Niobium Project
• Publicly traded (small-cap)
• Classic “insider tip” character

Magris Resources (Niobec Mine)

• Also not publicly traded

👉 NioCorp is the only publicly traded pure-play niobium company.

That’s a perfectly with NioCorp Developments:

• The only publicly traded niobium pure play
• Has been in development for years, hence “undervalued”
• Often cited as a strategic metal project for defense and space
• Could benefit significantly if demand for niobium rises

👉 Most likely stock: NioCorp Developments (NB / NIOBF) $NB (-1,57%)

After further research, I’ve also found

• Taseko Mines $TKO (-3,29%)
  

Dear readers, you might also find this interesting.

Which companies use NIOB, and is it strategically important?

Companies that use niobium primarily come from three sectors: Aerospace, Hypersonic/Defense , and High-Tech Industry. Niobium’s technical properties—extreme heat resistance, high strength, and good workability—make it indispensable in these fields. The following sections will show you who uses niobium, and for what purposes and why it is strategically important.

🚀 Aerospace

Niobium is used in engines, rockets, and hypersonic vehicles because it can withstand temperatures exceeding 2,400 °C while remaining relatively lightweight. Sources indicate that niobium has been used since the Gemini and Apollo 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
• Safran – High-temperature components for aircraft engines

🛡️ Defense & Hypersonic

Niobium is essential for hypersonic weapons and modern defense systems because it can withstand extreme thermal stresses. Sources indicate that niobium is used in critical defense applications and that the U.S. government is actively investing in niobium productionto secure the supply.

Typical users:

• U.S. 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 companies with niobium products

🧪 High-Tech Industry & Energy

In addition to defense and aerospace, niobium is also used in electronics, energy storage, and specialty 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 manufactures niobium powder)
• Automotive industry – Niobium-alloyed steels for lighter, stronger car bodies

🏭 Who produces niobium?

Important for understanding the value chain:

• CBMM (Brazil) – Global market leader (privately held)
• China Molybdenum (CMOC) – Major producer of niobium and molybdenum
• NioCorp Developments – The only publicly traded pure niobium project
• Global Advanced Metals (GAM) – niobium oxides and powders, DoD partner

🔍 Why Niobium Is Becoming Strategic Right Now

The U.S. government is actively investing in the restoring domestic niobium productionto reduce dependence on imports. To this end, the DoD has $26.4 million to establish high-purity niobium production in the U.S.

This shows that: Niobium is a strategic metal for hypersonic technology, defense, and aerospace—and demand is rising.

My friends,

in closing, I’d be very interested to hear your thoughts.

What do you think of my approach?

Should I give you a detailed overview of the two niobium players I found?

@Get_Rich_or_Die_Tryin
@Multibagger
@Klein-Anleger And all the rest of you, my dear friends.

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 (-2,06%) and $NOVO B (+2,61%) 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 (+6,19%) and $HIMS (-0,95%) 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 (-8,47%) , $CIFR (-5,7%) and some other trades have brought me nice profits on the side. Most recently I closed yesterday $AII (+6,35%) closed yesterday with 40% plus. The largest position in the trading portfolio at the moment is again $IREN (-8,47%) with EK 35€ and a slight plus. The rest, $CA1 (-0,95%) , $DEFI (+6,19%) , $LYC (-0,74%) , $NB (-1,57%) 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 (+0,96%) 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 (-3,73%) 172,70 %. $IREN (-8,47%) 79 %

$NB (-1,57%) 67,48 %. $LMND (+3,15%) 37,24 %

$BMNR (-4,48%) 28,85 %. $UUUU (-1,49%) 24,70 %

$NBIS (-11,73%) 23,64 %. $GILT (-2,51%) 22,64 %

$UNH (+0,79%) 20,74 % $VLA (-2,11%) 19,61 %.

$ETH (-3,97%) 19,05 %

10 to 20

$APP (+3,73%) 18,69 %. $RDDT 18,41 %

$MP (+5,31%) 13,81 %. $HOT (-1,21%) 13,37 %.

$9868 (+0,23%) 13,18 %. $XPEV 12,87 %

$LOTB (-0,28%) 12,78 %. $CWCO (-1,27%) 11,76 %

$TUI1 (-0,25%) 9,41 %. $AHT 7,66 %

Remainder

$PRY (-1,5%) 7,47 %. $MU (-2,7%) 6,82 %

$AAPL (+0,44%) 6,87 %

#momentum Strategy week 33

Hello my dears,

stocks mentioned so far were

$MP (+5,31%)
$NBIS (-11,73%)
$LMND (+3,15%)
$AAPL (+0,44%)
$BMNR (-4,48%)

$ELF (+1,44%)
$9868 (+0,23%)
$XPEV (-0,06%)
$UCG (-0,48%)
$PRY (-1,5%)

$G1A (+0,82%)
$LOTB (-0,28%) +10% $UFPT (-1,11%) +9,34%. $AHT 7,15%. $UNH (+0,79%) 20,26%

$ETH (-3,97%)
$NB (-1,57%)
$VLA (-2,11%)

$HOT (-1,21%) +13%. $CWCO (-1,27%) +14%

$ALV (+1,17%) +6,4 %. $MAIN (+0,47%) +5,3%. $TUI1 (-0,25%) +18,3%

$RDDT (-1,66%) . $GUBRA (+0,15%)
$ONDS (-3,73%)
$IREN (-8,47%)

My shares would be

$MU (-2,7%) +17%. $GILT (-2,51%) +20%. $APP (+3,73%) +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.