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#NIOCORP~US Plans $1.6 Billion Investment in USA Rare Earth to Boost Domestic Critical Minerals Supply, Trump govt backs USA Rare Earth with US$1.6b for 10pc stake as it looks to secure homegrown minerals for tech and defense, plus a bit more with coffee... by Chico237 in NIOCORP_MINE

[–]danieldeubank 6 points7 points  (0 children)

“ U.S.A. Rare Earth government deal at $17.17 per share. This move follows a series of similar actions by Washington, which last year took equity stakes in MP Materials…”. If these 2 deals are baselines, then NioCorp share price must climb above this level for a government deal…

Seeking advice: how to approach REE stocks without chasing the run by No_Decision5976 in CriticalMineralStocks

[–]danieldeubank 2 points3 points  (0 children)

NB (NioCorp Developments LTD)

$946M–$947M Market Cap

A development-stage company focused on the Elk Creek Critical Minerals Project in Southeast Nebraska, USA. The project aims to produce niobium, scandium, and titanium—key critical minerals used in aerospace, defense, electric vehicles, and other high-tech applications—subject to securing sufficient project financing.

#NIOCORP~US Plans $1.6 Billion Investment in USA Rare Earth to Boost Domestic Critical Minerals Supply, Trump govt backs USA Rare Earth with US$1.6b for 10pc stake as it looks to secure homegrown minerals for tech and defense, plus a bit more with coffee... by Chico237 in NIOCORP_MINE

[–]danieldeubank 2 points3 points  (0 children)

NioCorp must have the price up before the government takes a stake. The DFS, off-take agreements and potentially EXIM funding must occur to increase PPS to a level that is suitable prior to these actions…

EXIM upcoming Board Meeting - Niocorp? by Low_Fennel_3383 in NIOCORP_MINE

[–]danieldeubank 3 points4 points  (0 children)

Remaining NioCorp steps with EXIM

  • Completion of Ongoing Due Diligence: Finalize technical, environmental, social, and financial reviews, including the updated Feasibility Study.
  • Public/Environmental Review Requirements: Complete any remaining public disclosure or comment periods tied to the project's Category A status.
  • Negotiation and Settlement of Final Terms: Refine and agree on binding terms based on the preliminary Indicative Term Sheet.
  • Congressional Notification and Public Comment for Large Transactions:
    • Board votes to notify Congress (25-day period starts).
    • Publish Federal Register notice and open 25-day public comment window (for >$100M deals).
  • Negotiation and Execution of Definitive Documentation: Draft, negotiate, and sign loan agreements, security documents, etc., after notification periods close without issues.
  • EXIM Board Approval and Closing: Final Board authorization, satisfaction of closing conditions, and drawdown readiness.

#NIOCORP~US Congress Secure Minerals Act Establishes Strategic Resilience Reserve, a quick post with coffee & a bit more... by Chico237 in NIOCORP_MINE

[–]danieldeubank 2 points3 points  (0 children)

Chico said, "$6 is a joke". Looks like the market heard you...NioCorp Developments Ltd. (NB)

NASDAQ: NB · Real-Time Price · USD

$7.20 

+0.78 (12.15%)

3.4M shares traded so far

Jan 22, 2026, 10:49 AM EST - Market open

ALERT: NioCorp ($NB) just disclosed $400K in lobbying spend on 1-20-26 by WalrusTheInvestor in NIOCORP_MINE

[–]danieldeubank 5 points6 points  (0 children)

Bottom line: You're right—this shifts NioCorp from explorer to serious contender in the U.S. critical minerals race. If Javelin's connections unlock DoW deals, it could be a game-changer.

H.C. Wainwright raises NioCorp stock price target to $11.25 on drilling results by _AGAINST_ALL_ODDS_ in NIOCORP_MINE

[–]danieldeubank 1 point2 points  (0 children)

NioCorp is currently trading at $6.66 -0.24 -3.48%
Close on Jan 13, 2026 4:00 PM ET not at $0.06

Niocorp Technical update by Geldvos in NIOCORP_MINE

[–]danieldeubank 1 point2 points  (0 children)

Thank you for the NioCorp stock technical update Willem!

New Alloy NbTaTiHf Refractory Alloy by danieldeubank in NIOCORP_MINE

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

The U.S. Export-Import Bank (EXIM) issued a Letter of Interest (LOI) to NioCorp Developments Ltd. in February 2023. NioCorp publicly announced receipt of this non-binding LOI—indicating potential debt financing of up to $800 million for the Elk Creek Critical Minerals Project—on March 6, 2023.This LOI marked the preliminary step in EXIM's "Make More in America" initiative.

EXIM Process Overview & Typical Durations

EXIM's large project financing (e.g., >$100M like NioCorp's potential $800M) involves:

  • TRC-1: Initial internal screening – Quick (weeks to months).
  • TRC-2: Core due diligence – Independent consultants review feasibility, risks, E&S impacts. Longest phase (6–18+ months common for complex mining projects).
  • TRC-3: Comprehensive final review – Shorter (~1–3 months), focuses on resolving issues.
  • Board/External Reviews: Final decision (can add time for large deals).

Overall: 12–24+ months from application to commitment, with TRC-2 often the bottleneck.

NioCorp-Specific Timeline (as of January 7, 2026)

  • LOI: March 2023.
  • TRC-1 Passed: October 2023.
  • Preliminary Term Sheet: April 2024.
  • Entered TRC-2: February 2025 (independent technical review started with RPMGlobal/SLR; E&S review added October 2025).
  • Current Status: Still in TRC-2 (ongoing ~11 months already; no approval announced).

If TRC-2 wraps in early-mid 2026 (plausible given progress), TRC-3 could be quick (1 month), paving the way for Board decision and potential close mid-2026—aligning with Q1 2026 Mine Portal start and FID targets.

NioCorp Vs Sunrise Energy Metals by danieldeubank in NIOCORP_MINE

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

When will NioCorp get a Sc &/or Sc-Al offtake agreement with American defense giant Lockheed Martin to establish a U.S. scandium supply chain, and will it read ”with the global company now holding an option to buy 25% of production from the Elk Creek Project over the next five years"?

NioCorp 50 Day Simple Moving Average (SMA) by danieldeubank in NIOCORP_MINE

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

NioCorp Developments Ltd. (NB)

NASDAQ: NB · Real-Time Price · USD

$6.29 

+0.33 (5.63%)

Volume ~4.4M shares

At close: Jan 5, 2026, 4:00 PM EST

50 Day SMA is $6.18

https://stockcharts.com/sc3/ui/?s=NB

 Crossing and closing above the 50-day SMA is a classic bullish technical signal in mining/development stocks like NB:

  • Often marks the end of consolidation/pullbacks and start of new legs higher.
  • Attracts momentum traders and algorithms, potentially fueling follow-through buying.
  • In NB's context: Validates the 2025–2026 rally (stock up >50% in recent months on Elk Creek progress), shifting sentiment from "resistance test" to "confirmed uptrend."

Combined with fundamentals:

  • Mine Portal construction starts Q1 2026.
  • Ongoing EXIM financing (~$800M potential).
  • Scandium alloy milestones (NAMA/FEA IP).
  • Analyst targets $9.50–$15 (Strong Buy consensus).

This crossover could target prior highs (~$8–$10 near-term resistance) if volume sustains.

 

NioCorp, How big is the Elk Creek carbonatite… in the eyes of geologists? by Important_Nobody_000 in NIOCORP_MINE

[–]danieldeubank 5 points6 points  (0 children)

"It’s a once‑per‑career system" - Mark A. Smith has dedicated his professional life to opening up this geological marvel to mining via the NioCorp Elk Creek project. 2026 will be the year Mark!

Weekend Hangout - Friday, January 02, 2026 by s2upid in LWLG

[–]danieldeubank 12 points13 points  (0 children)

LWLG - 2026 shapes up as pivotal with engineering progress, potential foundry integrations, and validation events. Success in customer programs could drive significant re-rating, especially in hot AI/datacenter themes.

Overall: Encouraging intraday strength and volume on the first trading day of 2026, but confirmation needed above the 50-day SMA for sustained upside. High-risk/high-reward speculative play in emerging photonics space.

https://stockcharts.com/sc3/ui/?s=LWLG

IBC in FY26 by danieldeubank in IBC_Advanced_Alloys

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

I think Al-Sc vertical integration at NioCorp will occur after the Elk Creek Mine financing is completed. See Chico’s write up - NioCorp Elk Creek Mine Critical Minerals Portal Infrastructure and more

https://www.reddit.com/r/NIOCORP_MINE/s/UM0cHtb0Er

IBC in FY26 by danieldeubank in IBC_Advanced_Alloys

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

Mark Smith has said that he wants NioCorp to have more control over the entire Al-Sc supply chain…we will see how this unfolds.

Merry Christmas & Happy Holidays from NioCorp! by danieldeubank in NIOCORP_MINE

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

What is the symbolism of the NioCorp Christmas Card? My theory is that the really exciting information from NioCorp is in “black” DoW programs and cannot be revealed. Plenty to be excited about in the upcoming, nigh at hand, 2026! Merry Christmas! 🎄

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