NB NioCorp Developments Ltd

$NB To all the fucking simps and crying losers on this board (you know who you are)- this baby will get built now 100%. Huge EXIM loan is on the doorsteps and you will forever have to live with the fact that you guys sold. Go back to buying an index-fund.

$NB Seeing the bullish/bearish sentiment shift that quickly over a normalization after a massive runner day on zero news is just sad, do you lot not understand that developing a mine takes a long time? Governmental debt programs like EXIM move in line with bureaucracy, which means slower than slow, unless something absolutely massive happens that challenges the nature of the bureaucracy. Calm down wishy washing on a daily basis, it's a long and slow project in a chicken and egg situation with Sc-Al alloys, NioCorp remains the only project in NA with it as a primary focus and not a secondhand bonus.

White House is serious everything about Critical Minerals! Seems that things didn’t go well with China. While EU - China relationship getting worse, i don’t expect US - China getting better. And if you follow Democrats, they have exactly same approach. $NB $CRML $UAMY $USAR $MP

One more critical minerals company is going to be backed by the government! Congratulations to $NB $USAR $CRML $UAMY $MP

$NB NioCorp Places 100% of Its Planned Critical Minerals Production Under Commercial Sales Agreements Under a New 15-Year Definitive Agreement, Traxys Agrees to Purchase 50% of NioCorp’s Planned Ferroniobium Production on a Volumetric Take-or-Pay Basis, with the Remaining 50% Covered by an Existing Offtake Agreement with ThyssenKrupp Traxys Will Have the Exclusive Right to Broker Sales to Industrial and/or Government Customers of NioCorp’s Planned Scandium, Titanium and Rare Earth Products Over 15 Years This Major Commercial Milestone is Expected to Support the Advancement of NioCorp's Proposed Debt Financing Package with the U.S. Export-Import Bank

To all the shills here hyping this stock while completely ignoring the math and nuance of the EXIM situation: $NB latest FS showed an AFIT NPV8 of $3.44B. The claim this company hits and holds a $10B+ market cap is delusional. Even if Mark Smith had organizations lining up to buy Scandium at $3,500/kg (which he doesnt), that market cap is detached from reality. China sells scandium oxide for $600–800/kg today and they're the dominant global supplier. NioCorp’s study assumes ~$3,500/kg with no definitive buyer. Some people on here make the most hyperbolic nonsensical claims. Thematic hype won't give NB $100/share either. Disclaimer: I'm long, the mine is real, I want to see things work out. What I do not do is deal in self deception.

$NB Traxys is now the link between $NB and $MTMCF -Traxys will take all that $NB will give and if they are smart they will get $MTMCF to help increase yield at a lower cost. Tailings and all. China can subsidise and artificially lower costs, but the US will just make mining cheaper and cleaner. BOOM!

$NB OK guys, let's not make things worse than they are! I agree, NioCorp and Mark are painfully slow. BUT, according to Gemini SI, the Traxys deal does QUALIFY for EXIM because of the guaranteed Niobium Off-Take agreement. That leaves two more items on Mark's checklist, the final Engineering and Construction Documents AND an EXIM independent validation of the mineral reserves at Elk Creek. Just a matter of time! The Neal Shah stuff is silly - he is on City Council part-time for a dinky little city in Colorado - now he is running for Mayor - still a part-time gig - they have a full-time City Manager. Good that he is engaged in his community. BUT AGAIN, MARK, let's get this done soon - we need a notice from EXIM that the project is ready for final review by the end of this 2026! That triggers a Public Comment Period of 30 days - that notice will appear in the Federal Register. I know Mark Chairs the Board, but you other Board Members need to hold him accountable to targets!

$NB Richard and I had the opportunity to tour the Elk Creek mine portal construction site today and spend some time visiting with Scott Honan. Unfortunately, the rainy weather brought excavation activities to a halt, but it also gave us an opportunity to walk the site, ask questions, and have a great conversation without having to navigate around heavy equipment. Here’s a few pictures overview of the construction progress and where things currently stand with the Elk Creek Project. Perimeter fencing is around about half of the mine, miles. The road from Highway 50 to the portal is progressing rapidly.

$NB 100 dollar stock in 1 year M & A incoming We have officialy entered meme-stock territory. GL 2 ALL involved. For every panic seller: Buy an index-fund

Bit of history on your $NB CEO: He ran Molycorp. IPO’d at $14 in 2010, hit $79 in 2011, called Mountain Pass “fully funded” at $781M. By the 2012 10-K capex was $1.45B. Fraud class action, Feb 2012. SEC probe into “accuracy of our public disclosures,” Aug 2012. Board replaced him Dec 2012. Stock: $5.75. $3.4M golden parachute. Chapter 11 in 2015, $1.7B of debt. SEC closed with no action. Suits settled on insurance, no admission. Nothing provably false. Engineer with a law degree. Not a coincidence. NioCorp then made him CEO. 13 years on: $12.58 high, ~$3.10 now. $467M raised last fiscal year in five Maxim deals averaging $6.94. Capex $1.85B vs $405M cash, still no EXIM commitment. FY2026 10-K: CEO and CFO conclude disclosure controls “were not effective.” The unfixed hole: controls over changes to vendor bank details, where the money gets wired. “100% under sales agreements” the day his only scandium purchase obligation ended. $603K bonus in July. Every sentence true. All SEC filings.

$NB are you Fucking kidding me?? Is this market that fucked up ? Or is this a bad dream? Why just why?

$NB This Wednesday could be very interesting and exciting. What are we all hoping for on outcome? EXIM Chairman John Jovanovic is coming to town! All the major political leaders from Nebraska are coming as well. Could we get huge news this Wednesday on EXIM financing??

$NB Some confusion about PRICING for Critical Minerals and REs. China dominates global production & processing - heavily subsidizes their own products - making limited supplies from other countries cost a lot more, so many manufacturers can't afford to them. Project Vault was established in 2026. Originally it was going to provide price support to American/Western miners. Now, they will acquire reserves of strategic minerals and establish back-up off-take agreements to PROMOTE AND SECURE more western sources. Project Vault is planning to ramp up this year - 2027. Elk Creek is well-timed to benefit by knowing its resources will be acquired by Traxys and/or backed-up by the Vault. Accordingly, the Feasibility Study contained higher pricing for many minerals. China's Export Restrictions come back January 10th, 2027 By the time NioCorp is producing in 2030, Western prices may have fallen due to more SUPPLY, BUT for minerals like Scandium, falling prices will enable greater DEMAND.

$NB NioCorp is a joke. Mark Smith can’t close offtake with price and volume, so EXIM can’t underwrite the debt. Now the CFO is running for mayor of a Denver suburb three weeks out from the election, on a campaign site that doesn’t mention NioCorp. This is the same CFO who signed a 10-K last month saying the company’s disclosure controls “were not effective,” with the unfixed weakness in his own department. Same CFO who signed two 8-Ks last Friday that look like a pre-offering package. Same CFO sitting on a $1.2B EXIM application that’s been open 30 months. The mine may be a real asset. The management team is not serious, and shareholders are left holding the bag.

$NB one of the biggest announcements and we cant hear a fucking thing .way to go mark

$NB Though the timeline has moved slower than early retail investor expectations, the project remains highly aligned with the White House's strategic domestic sourcing mandates (like the "Make More in America" initiative) and EXIM's multi-billion dollar Project Vault critical minerals reserve push.

$NB As a long term investor, I wonder why NioCorp is taking so long to finalize their Ex/Im application. One possibility, the deal could be getting more complicated. For months, NB has been seeking 800M from Ex/Im, including British and German banks - 200M each. Currently, Trump is not getting along very well with our Western European NATO Allies. Plus, NB's recent Feasibility Study shows the need for $1.3B in additional capital, not just 800M. Maybe Scott Bessent and Pete Hegseth are now involved. The recent government deal with Anduril could be illustrative. They will build lots of ships for the Navy, and fast, in Baltimore. Private capital of $3.7B and $2.9B of government funding for the production of ships, subs, and torpedo's, and American Taxpayers will own 40% of the shipyard! Maybe the Air Force wants to own part of the fighter jet supply chain and they need Scandium Aluminum Alloys. And the Navy needs Niobium to strengthen Ships.

$NB How about our CEO who has made 10’s of millions off NioCorp alone only Focus’s on NioCorp and nothing else? Mark is clearly not clever or smart enough to run a single company let alone many others. Mark get this shit done! Why the F are you doubling dipping salaries only to make yourself richer? Get EXIM deal done and retire so a real CEO can run our company. You are old so please retire and move on. Take jim sims with you so you both can focus on IBC. Do we have a deal??

$NB sounds like press will meet at the overlook location on signing off what no idea