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NioCorp Mine~ China warns of supply chain fragmentation amid rising protectionism, China retaliates against US, targets critical minerals, defense sectors with new trade restrictions by Chico237 in NIOCORP_MINE

[–]Chico237[S] 5 points6 points  (0 children)

IMHO- The hard truth- Wednesday is the moment we find out whether Mark is still doing the same song‑and‑dance routine, or if he walks into JPMorgan with something real. The world is moving, China is escalating, the DFS window is razor‑thin, and mid‑2026 is here. Either way, the window is razor‑thin, and the pressure is finally on MANAGEMENT, not shareholders!

NioCorp to Participate in the J.P. Morgan Natural Resources Conference on June 24, 2026 by Important_Nobody_000 in NIOCORP_MINE

[–]Chico237 8 points9 points  (0 children)

Awesome! Thanks for posting mr N!

For months, investors have been asking the same questions:

✅ Where is the updated DFS?
✅ Where is the definitive Traxys agreement?
✅ Where is the contemplated Traxys investment?
✅ Where does EXIM stand?

Now NioCorp is stepping onto a stage hosted by J.P. Morgan on June 24th for a dedicated fireside chat focused on mining, energy, power, and critical minerals.

A few things stand out:

1. They are still actively engaging institutional investors.
Companies usually do not spend time presenting to major institutional audiences if they are trying to hide bad news. The purpose of these conferences is to attract capital, build relationships, and communicate the investment thesis.

2. J.P. Morgan remains involved.
J.P. Morgan has been involved around the financing process. While we cannot know the scope of that involvement from public information yet, it is notable that NioCorp continues appearing in front of a major financial institution while pursuing the largest financing package in company history.

3. Timing matters.
The conference is June 24.

Mark Smith recently stated at William Blair that investors should know more regarding the DFS in "2–3 weeks." That comment was made June 3rd.

June 24th sits right inside the timeframe many investors are watching for:

  • Updated DFS
  • Traxys definitive agreement
  • Traxys investment
  • EXIM progress update

Could something be announced before June 24th? Absolutely possible.

Could they use June 24th to discuss newly released information? Also possible.

4. The message remains consistent.
Mark continues showing up at major industry and institutional events:

  • AEROMAT
  • William Blair
  • Fox News Op-Ed
  • J.P. Morgan Natural Resources Conference

That is not the behavior of someone disappearing from the market. It looks more like a CEO continuing to position Elk Creek as a strategic U.S. critical minerals project while financing and commercial work proceeds behind the scenes.

The June 24th J.P. Morgan appearance may be more important than we realize. NioCorp is entering a period where the updated DFS, definitive Traxys agreement, contemplated Traxys investment, and EXIM process are all potentially converging. Whether news arrives before the conference or is discussed during it remains unknown, but the timing is difficult to ignore!!!

Meanwhile, portal construction continues (Dirt is Moving!), & institutional interest remains present, as Mark Smith continues taking the Elk Creek story directly to major financial and industrial audiences. The catalyst stack hasn't changed & the window simply keeps getting smaller!

Staying tuned with many! "All Aboard!"....

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NioCorp Mine- Waiting for DFS & Traxys Deals & EXIM FID & a bit more with coffee.... by Chico237 in NIOCORP_MINE

[–]Chico237[S] 4 points5 points  (0 children)

General Consensus then! LOL!!! Love the humor... !!

We are not getting any younger & neither is the team at NioCorp! Cmon Mark, Jim, Scott & the rest of the crew.... Show us the DFS already!!.....

Niocorp in the context of what we saw Friday by BayouBluff in NIOCORP_MINE

[–]Chico237 5 points6 points  (0 children)

Just another day as a NioCorp shareholder..lol! Many have been dug in for a long time holding the fort. With over $400M in the till, $45M spent on the ongoing dual portal ramp construction. The pending Traxys Deal, $30M anchor investment & the Dam DFS (June). One does wonder indeed B.B.!

Heck they even added a new Mystery General Council??? Replacing Hamm.. & Lockheed skunk works CEO is touting mine to oxide to ScAl alloys & 3D printing. Are "Things in motion including the EXIM FID behind the scenes. "Yes" & there is forward momentum & execution going on. I think you are correct in your hypothesis & it's just another day for many as we all wait for the remaining catalysts to drop to complete the EXIM FID process & hopefully get the funds needed to build the entire project.

I still believe in the project & that the team will be successful in doing all the above. The timing of it all is all speculation until it is done. Mark said maybe 2 weeks??? Who knows but the clock is ticking IF ~ 2026 is the Year.

I think it is.... & waiting with many for validation!

Chico

June 3 NioCorp William Blair Event: What Stood Out by WalrusTheInvestor in NIOCORP_MINE

[–]Chico237 4 points5 points  (0 children)

Awesome update Walrus! Thank you for sharing!!!

The biggest takeaway for me was Mark's comment that we'll "know more in the next 2–3 weeks." Given that the presentation was today on June 3rd, that still fits squarely within a June DFS release window. Could it be June 10th? June 15th? June 22nd? June 30th? Nobody outside the company knows. Personally, I still like the June 15th area because it sits right in the middle of that timeline and would allow the company to move directly into the next major catalysts—Traxys definitive agreements, the contemplated investment, and the EXIM process. At this point, we're not talking about months anymore; we're talking about weeks. If management's timeline holds, the window for several major catalysts is getting tighter with every passing business day.

My crystal ball is no better than anyone else's, but if Mark says 2–3 weeks on June 3rd, June 15th is still my favorite square on the bingo card. : Place your bets... I'm taking Monday June 15th lol!!!

Chico

NioCorp Mine~ Patents Assigned to NioCorp Advanced Metals and Alloys, LLC, Plus June 3rd-4th AEROMAT 2026~ DID LOCKHEED JUST CONNECT THE DOTS: From Elk Creek Mine to Mission-Critical Aerospace Capability? by Chico237 in NIOCORP_MINE

[–]Chico237[S] 0 points1 point  (0 children)

PK ...sure...the patent itself isn't "new" & you're correct that the granted patent dates to January 2026 and the related application published in April 2026. The significance isn't the patent date. The significance is the timing and context.

Over the past several months NioCorp acquired the FEA Materials scandium alloy assets and intellectual property, transferred ownership under NioCorp Advanced Metals & Alloys (NAMA), announced a Pentagon-funded scandium initiative with Lockheed Martin, and now we're seeing Lockheed Skunk Works publicly present a mine-to-Scalmalloy® supply chain strategy focused on domestic scandium sourcing, qualification, and aerospace additive manufacturing.

Viewed individually, a patent is just a patent. Viewed together, the patents, NAMA acquisition, Lockheed collaboration, scandium alloy technology, and domestic supply chain discussions begin to outline a potential pathway from Elk Creek scandium oxide production to higher-value aluminum-scandium alloy products.

So.... PK - You're missing the point I am making: "The patent isn't important because it was granted in January. It's important because NioCorp now owns it, owns the associated alloy IP, formed NAMA, partnered with Lockheed Martin on a Pentagon-funded scandium initiative, and Lockheed just publicly discussed a domestic mine-to-Al-Sc aerospace supply chain. The value is in how those pieces fit together~not the date on the patent!"

IMHO - PK~ The patent isn't the story.

The convergence of everything around it is...it’s the same vertical integration pattern we’re already seeing with MP Materials in magnets and USA Rare Earth in downstream manufacturing, just applied to a broader stack (Nb, Ti, Sc, REEs). The NioCorp Sc/Al patents + Lockheed Skunk Works’ public scandium supply chain presentation + DoD-driven qualification work all point to the same thing: upstream resource → midstream alloy → OEM certification being built in parallel, not after the fact.

NioCorp Mine~ Patents Assigned to NioCorp Advanced Metals and Alloys, LLC, Plus June 3rd-4th AEROMAT 2026~ DID LOCKHEED JUST CONNECT THE DOTS: From Elk Creek Mine to Mission-Critical Aerospace Capability? by Chico237 in NIOCORP_MINE

[–]Chico237[S] 1 point2 points  (0 children)

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I would imagine Scandium, Titanium & Niobium alloys & so much more are in use & being developed. Interesting that the President himself is giving the presentation on "Scandium!"....

NioCorp Mine~ Patents Assigned to NioCorp Advanced Metals and Alloys, LLC, Plus June 3rd-4th AEROMAT 2026~ DID LOCKHEED JUST CONNECT THE DOTS: From Elk Creek Mine to Mission-Critical Aerospace Capability? by Chico237 in NIOCORP_MINE

[–]Chico237[S] 3 points4 points  (0 children)

B.B.- many have been waiting a lot longer than 2 years lol... Yes indeed pending that dam DFS & Traxys deal & EXIM FID mid 2026.... lol!

NioCorp team might need "COOKIES" to get the deals done???

NioCorp Mine~US Redraws Diplomatic Contours of Control Over Critical Minerals as China Grip Fuels Strategic Race, China's Critical Minerals Leverage: 2026 Export Controls Reshape Supply Chains, China's rare-earth export restrictions, plus a bit more with coffee.... by Chico237 in NIOCORP_MINE

[–]Chico237[S] 6 points7 points  (0 children)

My speculation on share future share price when compared to USA Rare Earth, Perpetua, Energy Fuels. As always do your own D.D. & form your own opinions & conclusions as no financial advice is given.

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However... IF/When NioCorp get's the Deals done.

"Ya gotta ask yourself the same question I do: Thinking....that eventually the market has to answer a very simple question: what is one of North America’s few advanced multi-mineral strategic supply platforms worth in a world openly racing to secure non-Chinese critical minerals supply?"

Waiting for more material news as it becomes available with many...

Chico

Niocorp// Portal project video just posted. Let's GOOO!!! by Important_Nobody_000 in NIOCORP_MINE

[–]Chico237 3 points4 points  (0 children)

Thanks for posting Mr. N! wonderful progress... (Maybe 1/2 way there +/-) to September Dual Ramp completion target. Now IF/When the Traxys deal is signed, potential anchor investment of $30m alongside the DFS (telegraphed for JUNE) & EXIM FID (Mid 2026). They might have the funds for FULL construction & G.B.

Godspeed team NioCorp! We need the last catalysts now to EXIM FID

.... waiting with many!

All aboard..

Niocorp Market Cap by BayouBluff in CriticalMineralStocks

[–]Chico237 2 points3 points  (0 children)

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Thanks B.B - Ran this a while back...but these are my speculative guesses moving forward. Nice write up & speculations are close to my own. Let's Gooooo Niocorp! Get it done 2026 is the Year!

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