NioCorp Developments Ltd (NB) Share Price

I'm not in Texas but here's some info. From other tidbits I read, it doesn't sound like the dams failed, but were flooded over. Sounds like some are just concrete walls without flood control gates and rain may have dumped on the downriver side. It's not really clear, but the area is prone to severe flash flooding. Mother nature

https://abcnews.go.com/US/history-flash-flood-alley-hilly-region-texas-prone/story?id=123531672
Flash Flood Alley is known as one of the most flood-prone regions in the U.S. due to its high susceptibility to flash flooding with steep terrain, shallow soil and repeated high rainfall events.
https://weather.com/science/weather-explainers/video/guadalupe-river-flood-barry
A nasty pairing of deep, tropical moisture, the remnants of Tropical Storm Barry and a stuck low pressure system led to up to 20 inches of rain near Austin and San Angelo, Texas.
https://www.texasmonthly.com/news-politics/central-texas-hill-country-flooding-history/
Geology plays a major role, thanks to the shallow, rocky soil formed from weathered limestone hills. The region’s defining topographic feature, the Balcones Escarpment, comprises steep cliffs that force warm, humid air upward, where it rapidly cools to condensed vapor, a process that culminates in intense rainfall. These elements create the perfect location for quick and intense downpours that aren’t well absorbed by the land.
https://www.houstonchronicle.com/news/houston-texas/texas/article/guadalupe-river-flooding-warning-system-gauges-20574405.php
No design, dam or flood control project is going to solve the threat posed by the uppermost part of the river basin.

“You cannot engineer yourself around the Guadalupe,” said Phil Bedient, the director of Rice University's SSPEED Center, who has spent decades designing flood protection and prediction systems. “This one is crying out for a warning system.”

Eh, don’t get me started. This has been the worst investment I’ve had. Unfortunately, it’s also one I am most invested in. I keep thinking it can’t get worse, but Mark Smith never fails to disappoint.

Why does Niocorp management and the BOD continue to fail to deliver? Given the current global climate situation regarding critical minerals, Niocorp continues to languish.

So what’s our problem?

*******

Off topic for a Texan
Also I’m horrified by the Texas flooding and have a Q if you could indulge

It’s beyond comprehension to me how to River going from a half a foot to 23 feet in a matter of an hour or less.

At the beginning of the tragedy on the fourth when I was listening to the description of the geography it was mentioned that there are four dams upstream from the tragedy where all that torrential downpour happened. I have not heard anything regarding the dams.
My question is did they have to open up the dams because of the torrential downpour which would have exacerbated the situation and would be something I can understand that would make the situation, so much worse than I can imaging???

If only...

If I'd put $1k in this ASX mining stock 3 years ago, I'd now have $120,000
WA1 Resources Ltd (ASX: WA1) Shares Outstanding 67.72 million

https://www.msn.com/en-au/lifestyle/misc/if-i-d-put-1k-in-this-asx-mining-stock-3-years-ago-i-d-now-have-120-000/ar-AA1Idqj1
In July 2022, you could have bought its shares for as little as 13 cents each.
By November of that year, its shares were trading at $3 a pop – that's already a 2,200% return.
But that was just the beginning.
Fast forward to today, and WA1's share price is trading at $16.10 each (about $10.50 USD), marking a spectacular 12,285% increase in just three years.
In late 2022, the company discovered the Luni niobium deposit in remote Western Australia with exploration drilling intercepting unusually rich niobium mineralisation.

And the share price took off.
Even though the Luni project appears attractive, mining operations and cash flow remain a distant prospect. And forget juicy dividends any time soon.

WA1 must first complete a host of technical studies, economic assessments, environmental evaluations, and navigate a complex permitting process to obtain a mining license.

Even if these hurdles are cleared, the company will still need to raise significant capital to build a mine.

In a nutshell, production is still years away – and that's assuming the studies confirm Luni's financial viability and the relevant mining approval is granted.

Neither outcome is guaranteed, and significant risks remain before any cash comes pouring in.

Beijing Weaponized Rare Earths—How the West Is Responding
The United States has resumed its efforts to build its own domestic supply chain of rare earths after decades of struggles. Will it succeed this time?
July 08, 2025 Updated: July 09, 2025

https://www.theepochtimes.com/article/beijing-weaponized-rare-earths-how-the-west-is-responding-5882570
Under the new executive order to increase American mineral production, a mining project doesn’t have to have a customer “guaranteed to buy all or a portion of the output” to qualify for grants and loans, which makes the process faster, Melissa “Mel” Sanderson, a board member of American Rare Earths and co-chair of the Critical Minerals Institute, previously told The Epoch Times.
Railveyor photo caption
NioCorp plans to use Railveyor technology to move ore to the surface at its Elk Creek Critical Minerals Project in Nebraska. In late June, the Department of Energy issued new guidance under the National Environmental Policy Act to streamline mining permits, supporting President Donald Trump’s push to boost U.S. mining and refining. Mark Smith/NioCorp

Unlocking America's critical minerals
Tas Mohamed, Railveyor CEO | Last updated Jul 08, 2025

https://www.metaltechnews.com/story/2025/07/09/op-ed/unlocking-americas-critical-minerals/2369.html
Innovative electric haulage systems will help mines sustainably achieve ambitious production targets.
NioCorp Developments is also playing a vital role in unlocking U.S. critical minerals. By leveraging advanced extraction and processing technologies, NioCorp is helping secure domestic supplies of niobium, scandium and rare earths essential for clean energy, defense and high-tech manufacturing.

You had me until the “Up to the team to get this done” Our management team and BOD have stated they’ve been shovel ready for over 5 years.

During that time, they’ve successfully destroyed the market cap and devalued the legacy investor’s holdings with massive dilution. The self proclaimed mining veterans continue to fail to impress.

Strategic Summary & Impact Chart detailing all the GOOD elements in the final reconciliation bill that could boost NioCorp’s critical mineral & rare earth production, if financing is secured. This distills all favorable provisions for niobium, scandium, titanium, and REE supply chains — aligned with U.S. industrial policy and defense priorities.

(Cridet to Chico for sharing ;)
 
✅ NIOCORP – POSITIVE IMPACT SUMMARY
Final Reconciliation Bill: Strategic Wins for Domestic Critical Minerals & Rare Earths
(Effective upon financing readiness and project execution)
 
🟢 Top Tier Provisions Directly Benefiting NioCorp
ProvisionDescriptionStrategic Benefit to NioCorp$5B for Industrial Base Fund – Critical Mineral Supply ChainsAppropriated via Senate Armed Services CommitteeNioCorp could access direct grant funding for Elk Creek construction, processing plants, or alloy development tied to national security goals$2B to National Defense Stockpile Transaction FundTargets critical mineral acquisition & domestic processingEnhances DoD’s ability to buy U.S.-sourced Nb, Sc, Ti, REEs – directly aligns with NioCorp’s output$500M DoD Capital Credit ProgramLoans, loan guarantees, and technical assistanceGives NioCorp financial flexibility for capex, especially in processing, metallization, or alloying systemsDOE Critical Materials RFI (2026)NioCorp can influence material inclusion (Sc, Nb)Strengthens long-term demand and designation of Elk Creek outputs as “strategic,” qualifying them for federal support programsRetention of Section 45X (Phasedown Model)Manufacturing tax credit remains through 2033 for key componentsNioCorp partners could receive tax credits for downstream alloy or magnet fabrication using NioCorp materialsNEVI Program Preliminary Injunction (EV Infrastructure)EV charging funding restarted in 13 statesSustains demand for REE permanent magnets – supporting NdPr (600+ t/year from Elk Creek) sales & partnershipsDOE $15M for Grid Resilience Projects (CiFER)Energy storage resilience projects fundedIndirect boost for niobium demand in emerging battery R&D and grid infrastructure
 
🟨 Supporting Provisions that Amplify NioCorp’s Strategic Leverage
ProvisionDescriptionStrategic Edge GainedDOE Reorientation to Critical Minerals (FY 2026)Prioritizes early-stage R&D in Nb, Sc, Ti, REEs over solar/windAligns DOE focus with NioCorp’s materials — increases odds of R&D grants or demo projects with universities & labsElimination of OTT ? Absorbed into Admin BudgetTechnology transition office removed, but some programs persistNioCorp could engage with commercial transition efforts via alternate channels or direct federal partnershipsFast-tracked permitting (House + EPW support bills)Grid, pipelines, LNG reforms advance permitting reformIndirect benefit: sets precedent for streamlined Elk Creek permitting, potentially accelerating construction windowsNo federal EV tax repeals (yet)Maintains current EV incentives temporarilySustains EV-sector growth — a key downstream customer for NioCorp rare earths in traction motors
 
🧲 Strategic Alignment of NioCorp Outputs
NioCorp MaterialDemand Channel(s)Supported by BillScandium (30–103 t/y)Lightweight alloys for DoD, aerospace, fuel cells✔ DoD funding, DOE RFI, early-stage R&D boostNiobium (7,500 t/y)Superalloys, next-gen batteries, military alloys✔ DoD stockpile fund, grid resilience focus, R&D alignmentTitanium Oxide & Chloride (~100,000+ t/y)Aerospace coatings, pigments, catalyst industries✔ DOE materials reorientation; potential domestic procurement mandatesREEs (NdPr, Dy, Tb)EV traction motors, turbines, electronics✔ EV charger injunction, NEVI support, DoD magnet focus
 
📌 Final Positioning for NioCorp:
🔐 If Project Financing Is Secured...
• NioCorp will be one of the only U.S. vertically-integrated producers aligned with the full scope of new defense & industrial base funding.
 
• Strategic materials like Scandium and Niobium, long overlooked, are now central to DOD/DOE priorities.
 
• With over $7.5B in aligned funding opportunities, even partial awards could radically de-risk Elk Creek’s economics.
 
• The retention of 45X credits through 2033 and the continuation of DoD-backed grant & loan authority give NioCorp leverage in partner discussions (e.g., OEMs, alloy developers, government buyers).
What are the ODDS NIOCORP will get some of these monies or offtake agreements soon????
 
ChatGPT said:
Great question, Commander. Let’s assess the realistic odds of NioCorp receiving monies, offtakes, or commitments in the short-to-mid term (6–18 months), based on:
 
• Final reconciliation bill funding mechanisms
 
• DoD & DOE behavior in recent award cycles
 
• NioCorp’s current project status (Elk Creek pre-construction, updated FS pending)
 
• Market demand, especially in Scandium, Niobium, and REEs
 
🎯 Summary Odds Table: NioCorp – Strategic Access Scorecard
OpportunityEstimated OddsAssessmentNotesDoD Industrial Base Grant (IBF - $5B pool)🔵 60–70%HighDoD has a proven record funding upstream strategic material sources. NioCorp checks multiple boxes (Nb, Sc, Ti, REE). DoD needs domestic, near-term producers.DoD Credit Program ($500M)🔵 50–65%Moderate-to-HighLoan guarantees or direct loans are very possible, especially if NioCorp applies with an OEM or alloy partner. Less competitive than grant pool.National Defense Stockpile Offtake (Niobium, Scandium)🔵 40–55%ModerateStockpile has purchased titanium sponge and rare materials before. Niobium may be next, and Scandium is under review for fuel cells/aerospace.Section 45X Manufacturing Partnerships🟡 30–45%ModerateNioCorp must align with downstream users (e.g., alloy fabricators, magnet companies) to activate tax credit flow. Possible if vertical integration or JV is secured.DOE Grant/Loan Support (Post-RFI)🟡 20–30%Low-to-ModerateDOE budget cuts and staff reductions will slow processing. If NioCorp responds to the RFI with a solid Sc/Nb/Ti case, odds rise.Commercial Offtake Agreement (OEM or Alloy Group)🟢 55–70%HighMultiple sectors (aerospace, defense, EVs) are now actively seeking secure critical mineral supply. A 1–2 year offtake agreement for Sc or Nb is likely.Scandium Defense Alloy Partnership (U.S. Air Force, Navy)🟢 45–60%Moderate-to-HighU.S. military R&D labs are already testing Sc-based alloys. A pilot-scale procurement or co-dev agreement is possible in next 12 months.REE Magnet Chain Offtake (NdPr/Dy/Tb)🟡 30–40%ModerateLimited by lack of downstream U.S. magnet capacity (still developing). If Neo, MP, or VACUUMSCHMELZE builds U.S. capacity, odds rise.
 
🔍 Additional Considerations
✅ Boosting NioCorp’s Odds
• Submit strong response to DOE’s Critical Materials RFI (due July 25) with emphasis on Scandium, Ti, and Nb importance
 
• Pursue joint applications with downstream partners (e.g., alloy makers, defense contractors)
 
• Highlight zero-China dependency in offtake negotiations
 
• Leverage Nebraska’s bipartisan support and low permitting risk profile
 
🚧 Headwinds
• Still no final project financing in place (this limits award disbursement even if granted)
 
• Updated feasibility study still pending – investors and agencies prefer updated economics before major commitment
 
• DOE staffing cuts = grant review delays
 
• REE market remains shaky (due to low global prices and uncertain magnet facility timelines)
 
🧠 Final Tactical Assessment (Next 12–18 Months)
Best Bet:
 
NioCorp lands DoD-related grant or credit support for Nb/Sc and secures first offtake or alloy partnership before full project financing.
 
Estimated Probability: 65%+
 
Wild Card:
 
If NioCorp signs a JV with an aerospace/turbine OEM or a magnet recycler, it could become eligible for 2–3 funding streams simultaneously.
 
 SO Not too bad.... !!! UP to the team to get this done...

Wake me up in January. Again.

Zzzzz... zzzzzz....

Key Aspects of the Big Beautiful Bill Related to Critical Minerals:
Section 45X Modifications:
The bill modifies the Section 45X credit, which incentivizes the production of eligible components and critical minerals in the US.
Critical Mineral Phase-Out:
For "applicable critical minerals" (including lithium, nickel, cobalt, graphite, and rare earths), the credit begins phasing out after 2030, with a 25% annual reduction, and is eliminated after 2033.
Department of Defense Funding:
The bill allocates significant funding for the Department of Defense (DOD) to bolster domestic critical mineral capabilities.
National Defense Stockpile:
$2.0 billion is allocated to acquire strategic and critical minerals for the National Defense Stockpile.
Industrial Base Fund:
$5.0 billion is appropriated to the DOD's Industrial Base Fund for investments in critical mineral supply chains.
Loan Program:
A $500 million DOD critical minerals loan program is established, potentially supporting up to $100 billion in project loans and guarantees.
Domestic Manufacturing Incentives:
The bill aims to support the expansion of U.S. production, refining, and stockpiling of critical minerals.

7. Jul Monday
Ashoora Holiday Bahrain
Kupalle (Day 2) Belarus
CARICOM Day Guyana
Day off for Tynwald Day Isle of Man
Constitution Day Cayman Islands
Day off for Independence Day Malawi
George Town World Heritage City Day Malaysia
Independence Day Solomon Islands
Saba Saba Tanzania
Carnival Monday Saint Vincent and the Grenadines
Virgin Islands Day British Virgin Islands
July 7th Anniversary Yemen
Heroes' Day Zambia
Day off for Day of the Capital Kazakhstan

Hmmm is it a national holiday elsewhere in the World?? Never seen this board so silent on a Monday?? Have investors finally thrown in the towel on Mark and team?? I sure hope not as I need to be at $6.00 bucks(really .60 cents) a share to break even! Let’s go team close the deal so we can party in Elk Creek!!

https://rareearthexchanges.com/news/chinas-rare-earth-origin-story-isnt-over-its-being-rewritten/

Thanks NorCal, I hope you and everyone else had a wonderful 4th as well. I know this sounds like an old record but yes, this is a good buying opportunity. This time will also help many investors average down from the horrible RS and SPAC debacle. I would also tend to believe we hear little news until August/September….But with new bill signed and potential off-takes in the works will be the reason I continue to hold and buy more shares this summer. If we get funding and not trading in the pathetic $1.50 a share-range management has done us all dirty.

Will they be providing "that 'in process' data" simultaneously to other entities besides EXIM hoping for DOD/other money, offtakes, buyouts/partnerships(?) etc. that could generate some good press? Probably just result in a pop at best unless there is sustained good news.

But I suppose you run the risk of something happening 🤷🤪

Yep. Below $3 until something actually happens. Buying 20M for way more than 20M was nice I guess. But nothing else has happened.

Hope everyone had a nice 4th and still has all of their digits! :D
Just looking at things realistically - and factoring in the possible loan details and tax implications of the signed BBB (unless i am missing something and/or off on my reading) it appears that there will probably be no triggers or catalyst(s) for higher NB share price until the drilling project and subsequent Feasability Study is published in late '25 or early '26..... it's unclear whether NB will release the drilling results in press releases to public at the same time that they provide that 'in process' data to EXIM?? In other words, i don't see any real movement on our stock until all the drilling and economic/financial capex data is compiled, sent to EXIM THEN released in Press releases.... Does anyone see it differently in that there may be 'triggers' to move the Share Price before End of Q4 '25 or 1st Qtr. of '26??
Comments welcome.........
I'm thinking about moving some money out of NB into other investment(s) that are more productive and then getting back in NB in a few months..... i don't like timing this but don't really think we are doing much in the next few months......

NCT-

From what I heard on YouTube panel discussions on rare earths, it seems to me as of now , US could only supply 25% of needs for rare earths if without supply from China.

Countries with rare earths reserves either are landlocked or can’t develop the ores economically into usable elements as they lack required technologies.

If NB does not run into the above problems, then not much to worry about future payouts of stock profits.

And this was going to break even on niobium alone. WTF happened? How did that line even get started!? LMAO
Back then, we were de-risked, permitted, and shovel ready. And that was all.....
BULLLLLLL SHIIIIIIIIIIIIITTTTTTUHHHH.

I wonder if the previous errant statements made by the the expert veteran team are affecting the reception of statements made by the same expert veteran team today. I hope not.

Research and Experimental (R&E) expenditures - Project PIVOT and Quebec Lab Work

Key Points About R&E Deductions:What Qualifies as R&E Expenditures? Costs related to the development or improvement of products, processes, software, techniques, formulas, or inventions. Activities must be intended to discover information that eliminates uncertainty about the development or improvement of a product or process.
Examples include:Salaries for researchers, engineers, or developers.
Costs of materials, equipment, or facilities used in research.
Contract research expenses (e.g., hiring third parties for R&D).
Software development costs, including certain cloud computing expenses.

Tax Treatment Changes (Post-2022):Prior to 2022, businesses could immediately deduct R&E expenses in the year they were incurred.
Starting in 2022, under the Tax Cuts and Jobs Act (TCJA), R&E expenses must be capitalized and amortized:Domestic R&E expenses are amortized over 5 years.
Foreign R&E expenses are amortized over 15 years.

This change has increased tax burdens for some companies, as immediate deductions are no longer allowed.

R&D Tax Credit vs. R&E Deductions:The R&E deduction (Section 174) is separate from the R&D Tax Credit (Section 41), though both relate to research activities.
The deduction reduces taxable income, while the R&D tax credit directly reduces tax liability.
Some expenses may qualify for both, but the rules and eligibility differ.

Who Can Claim R&E Deductions?Businesses of any size engaged in qualified research activities, including startups, corporations, and partnerships.
The activities must meet the IRS’s four-part test:The activity must be related to a business component (product, process, etc.).
It must involve a process of experimentation (e.g., testing or modeling).
It must aim to eliminate uncertainty (e.g., about design or capability).
It must be technological in nature (relying on principles of science, engineering, or computer science).

Documentation Requirements:Businesses must maintain detailed records to substantiate R&E expenses, including project descriptions, employee time tracking, and expense logs.
Lack of proper documentation can lead to disallowed deductions during an IRS audit.

If NioCorp conducts R&D activities in Canada (e.g., through partnerships), it may also qualify for Canada’s Scientific Research and Experimental Development (SR&ED) tax incentives, which offer deductions and investment tax credits (ITCs) at rates of 15% or 35% for certain corporations.

Thanks

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, includes provisions that could benefit NioCorp Developments Ltd., a company focused on mining and producing critical minerals such as niobium, scandium, and titanium, which are essential for advanced manufacturing, clean energy technologies, and national security applications. However, the timeline for NioCorp to realize benefits depends on the implementation of specific provisions, funding disbursements, and the company’s ability to align its operations with the bill’s incentives. Below is an analysis of how and when NioCorp might benefit, based on the OBBBA’s provisions and NioCorp’s business context.Relevant OBBBA Provisions for NioCorpThe OBBBA includes several provisions that could directly or indirectly benefit NioCorp, particularly given its focus on critical minerals and U.S.-based production:Energy Dominance Financing Authority:The OBBBA reauthorizes the Energy Dominance Financing authority with $1 billion to guarantee loans for repurposing or expanding energy infrastructure, including projects related to critical minerals.

Potential Benefit for NioCorp: NioCorp’s Elk Creek project in Nebraska, which aims to produce niobium, scandium, and titanium, could qualify for loan guarantees if it aligns with the bill’s focus on critical minerals for energy and national security applications. These minerals are vital for advanced manufacturing (e.g., aerospace, defense) and clean energy technologies (e.g., wind turbines, lightweight alloys).
Timeline: Loan guarantee programs typically involve an application and review process, which could take 6–18 months to initiate, depending on the Department of Energy’s (DOE) implementation timeline. If NioCorp secures such financing, it could accelerate project development, but benefits (e.g., reduced borrowing costs) would likely materialize in mid-2026 to 2027.

Tax Incentives for Manufacturing and R&D:Bonus Depreciation: The OBBBA makes 100% bonus depreciation permanent for eligible property acquired and placed in service after January 19, 2025, and before January 1, 2030. It also introduces a 100% depreciation allowance for “qualified production property” used in U.S. manufacturing, placed in service after the bill’s enactment and before January 1, 2033, if construction begins before January 1, 2029.

Research and Experimental (R&E) Expenditures: The OBBBA allows immediate deductibility of domestic R&E expenses (under new IRC Section 174A) for tax years beginning after December 31, 2024, with retroactive application for businesses with gross receipts of $31 million or less for tax years after December 31, 2021.

Potential Benefit for NioCorp: NioCorp, as a pre-revenue company investing heavily in R&D for mineral processing and production, could benefit from immediate R&E deductions, reducing its tax liability or enabling refund claims for prior years if eligible. The bonus depreciation provisions could lower the cost of capital investments for mining equipment or processing facilities at Elk Creek, making it more financially viable to develop or expand the project.
Timeline: The R&E deduction is effective immediately for tax years starting after December 31, 2024, meaning NioCorp could claim benefits as early as Q1 2026 when filing 2025 taxes, with potential retroactive refunds for 2022–2024 if it meets the gross receipts threshold. Bonus depreciation benefits would apply once qualifying assets are placed in service, likely in 2026–2028, depending on NioCorp’s project timeline.

Support for Critical Minerals and National Security:The OBBBA emphasizes U.S. technological leadership and national security, including funding for AI data centers and defense applications that rely on critical minerals. For example, $450 million is allocated for AI and autonomous robotics in naval shipbuilding, and $145 million for AI in aerial and naval drones, both of which may require niobium or scandium for lightweight, high-strength materials.

Potential Benefit for NioCorp: Niobium and scandium are critical for defense applications (e.g., superalloys for jet engines, naval systems) and clean energy technologies. Increased federal demand for these minerals could boost NioCorp’s market prospects, especially if the U.S. prioritizes domestic sourcing to reduce reliance on foreign suppliers (e.g., China, which dominates niobium supply).
Timeline: Benefits from increased demand would depend on federal procurement contracts or partnerships with defense contractors, which could take 1–3 years to materialize as agencies implement budgets and issue contracts (likely 2026–2028). NioCorp would need to secure off-take agreements or supply chain integration to capitalize on this demand.

Repeal of Clean Energy Credits:The OBBBA eliminates several clean energy tax credits from the Inflation Reduction Act, such as the clean vehicle credit (Section 30D), commercial clean vehicle credit (Section 45W), and energy-efficient commercial building deduction (Section 179D), effective for vehicles or property acquired/placed in service more than 180 days after enactment (approximately January 1, 2026).

Potential Impact on NioCorp: While NioCorp’s minerals support clean energy applications (e.g., scandium in fuel cells, niobium in wind turbines), the repeal of these credits could reduce demand for clean energy technologies, potentially dampening short-term market opportunities. However, the bill’s focus on fossil fuel expansion and critical minerals may offset this by prioritizing domestic mining, aligning with NioCorp’s core business.
Timeline: The repeal of clean energy credits takes effect in early 2026, but the impact on NioCorp’s markets would likely be gradual, unfolding over 2026–2030, depending on how energy markets adjust.

Factors Influencing the TimelineSeveral factors will determine how quickly NioCorp benefits from the OBBBA:Implementation Speed: Federal agencies (e.g., DOE, Department of Defense) must establish guidelines for loan guarantees and procurement, which could take 6–12 months for initial rollout. Delays in regulatory processes could push benefits to late 2026 or beyond.
NioCorp’s Project Status: The Elk Creek project is in the development phase, with financing and permitting ongoing. Benefits from tax incentives or loans depend on NioCorp’s ability to place assets in service or incur qualifying expenses, likely aligning with construction milestones in 2026–2028.
Market and Contract Dynamics: NioCorp’s ability to secure contracts with defense or manufacturing firms leveraging OBBBA-funded programs will influence revenue generation. This process could take 1–3 years as supply chains adapt.
Economic and Fiscal Context: The OBBBA’s projected $4.1 trillion debt increase could lead to fiscal constraints, potentially delaying funding disbursements or prompting future policy changes that affect critical minerals incentives.

Estimated Timeline for NioCorp BenefitsShort-Term (Q1 2026–Q4 2026):Tax Benefits: NioCorp could claim R&E deductions for 2025 tax filings, potentially receiving refunds for prior years if eligible (by mid-2026). Bonus depreciation benefits would apply once qualifying assets are placed in service, likely post-2026.
Loan Applications: NioCorp could apply for Energy Dominance Financing loans, with initial approvals possible by late 2026 if the DOE acts swiftly.

Medium-Term (2027–2028):Project Financing: Loan guarantees could reduce borrowing costs for Elk Creek, facilitating construction and equipment purchases, with benefits materializing as funds are disbursed (likely 2027).
Market Demand: Increased demand from defense or AI-related industries could lead to contracts or off-take agreements, boosting revenue by 2027–2028.

Long-Term (2029–2033):Production Scale-Up: As Elk Creek becomes operational, OBBBA incentives could support full-scale production, with significant financial benefits from depreciation and market growth by 2029–2033.
Market Risks: Repeal of clean energy credits may reduce demand in some sectors, but critical minerals prioritization could offset this over time.

ConclusionNioCorp is well-positioned to benefit from the OBBBA’s provisions, particularly through R&E deductions (effective Q1 2026), bonus depreciation for capital investments (2026–2028), and loan guarantees for critical minerals projects (potentially late 2026–2027). Increased demand from defense and AI sectors could further enhance prospects by 2027–2028. However, the exact timeline depends on federal implementation, NioCorp’s project progress, and market dynamics. The earliest benefits, from tax deductions, could begin in mid-2026, while significant financial and market impacts are likely in 2027–2028. For further details, refer to the bill’s text at https://www.congress.gov or NioCorp’s investor updates at https://www.niocorp.com.[](https://en.wikipedia.org/wiki/One_Big_Beautiful_Bill_Act)[](https://www.skadden.com/insights/publications/2025/05/the-one-big-beautiful-bill-act)[](https://www.cbiz.com/insights/article/the-one-big-beautiful-bill-act-back-to-house-for-approval-detailed-analysis)

OBBBA signed today, July 4, at 5:45 PM…Hold on to your hats boys!

You nailed it bernice.
And IMO you are right, everyone should be buying.
If there is a good technical time to buy this would be it.
GOOD CATCH as it was happening.
JMO …. 👍️

1 year daily line chart
straight edge the lows shows our trend being set in stone ?? (Hopefully)

https://money.tmx.com/advanced-chart/NB?chartSymbol=NB%3AUS

See, I miss out on things when I start feeling sorry for myself. LoL

So that could be the Deus ex machina. The BBB swoops in and pays out in one way or another.

I'd still rather see this sold and never think about it again, but money is money.

Thats all we can do. Wait for The Deus Ex Machina to show up and fix the plot holes and save the day. We need groot or han solo. LOL

All I can do is make comparisons to “Like Companies”

I have no idea what all goes into a FOMO share price, and the market cap.
All I can do is compare ours which doesn’t have anything to stand on, and a company like MP who has something, although very little to stand on.

I wish I had their share price, which in my mind should be the minimum market cap and share price for NioCorp when Ramped up.

But I’ll just sit here and flounder like always, until something historic happens.

Imo, when Mark cut and sliced out all resemblance to a Critical Mineral and REE company, us Long Shareholers we’re doomed. Yuge Mistake.

Oh well I learned never to trust someone who wears both CEO and Chairman hat.

Offtake agreements, updated FS, Elk Creek mine financing all on the table within the next 6-8 months. OBBBA signed today, July 4, at 4 PM. Hold on to your hats boys!

There is the matter of things like dividends, stock buybacks, future stock splits and such if this ever goes anywhere. Maybe all that is a possibility to increase shareholder value.

People still think this is going to have share prices that put the market cap into orbit. Remember 2018-2020 or so with 280-300M shares and people were still talking Molycorp numbers like 50-60/share? 14 Billion in market cap at those numbers? Really Mang?

I vaguely remember a post about a short happy conversation a retailer had with one of the boys at the cringey picnic they had where they said something like "I bet the share price can go to $1000!" And they just smiled and said "oh sure! anything can happen! 🙂😉👉️" something like that. Really? Cringe AS FUCK.

We are getting back to that place where mob mentality and confirmation bias predicts numbers that look good in your brokerage account while not paying attention to reality.

What would Niocorp's be? Do you believe those numbers? Nobody believed the first 2 sets of numbers. Nobody has to date. Oh wait, are they gonna make REEs? They say that in meetings. Is it on official paper? Nobody fucking knows shit.

This drilling and FS better tie up A LOT of questions. This shit better be EPIC and believable to important people or we will just have to wave goodbye to our salary paying principle.

MP revenue is not even comparable to what NioCorp’s would be.

Total revenue increased 25% year over year to $60.8 million, primarily as a result of higher production of separated products, resulting in a greater mix of NdPr oxide and metal revenue in the current period.

https://investors.mpmaterials.com/investor-news/news-details/2025/MP-Materials-Reports-First-Quarter-2025-Results/default.aspx#:~:text=Total%20revenue%20increased%2025%25%20year,revenue%20in%20the%20current%20period.

Ok, so they have made a 5.2B market cap. That tracks with the shares outstanding. 163764345x31.84=about 5.2B. The usd/cad number track. If we did that it would be $5 pre-split 1,2,3,5 whatever you wanna call it. pre split money that people like to compare this too is $1 share price/billion in market cap for old retailers that held shares before the asscheek split. The SP/10. period. Thats if we stay at 100M shares, and we wont. Sell the fucker.

I guess the real question is how high can NB the market cap get? I don't think it hits 5B. I guess we should worry about climbing out of the toilet and hitting 500M first. Wainwright's 10th bullshit guess is a long way away also.

This company and ticker is already so fully and finely fucked up, SPAC'd up and shredded. There is a fucking TON more dilution on the way if the company builds it out on it's own. We kinda know what the current diluted out shares are. We havent even seen the equity dilution yet. Sell this god damned rock asap with precisely ZERO warrants exercised.

Tell me why?

https://www.google.com/finance/quote/MP:NYSE?sa=X&ved=2ahUKEwjDyu2h3KOOAxVEFTQIHTgnHg8Q3ecFegQIHBAZ

Number of shares outstanding as of June 2025 : 163,764,345.

https://companiesmarketcap.com/cad/mp-materials/shares-outstanding/

Hello, Mr. Dipshit internet troll. $1-$2 profit pre-split about all we can hope for. Retail investors from before the split are looking at $1 in share price per billion dollars in market cap. That is the reality. 5 Billion in market cap is probably not gonna happen. Thats why this needs sold soon.

Wow! You can see a whole dollar in profit for NioCorp!! If you bought in at .50-.80 cents a share that’s an incredible 3%-7% gains in a 10-12 years of holding this stock! We could have made way more money in 3 days by investing in Bitcoin lol 😂 or with average yearly CD rates. But hey this honest and ethical team took us to the dance 💃 so that should mean something right?
Only a $20+ a share or a measly $2.00 would be the bare minimum we should expect in my opinion. Remember homers we hit $16.00 a share not long ago so high double digits is beyond expected….IMO

Don’t worry TH, or is it th6565
Remember that day of your grand entrance?
Haha priceless

Just kidding pal (not)
I’m just pissed off by investing in Quantum Rare Earth.
Do you know that company?

And then Mark pushed his way in and got rid of everything Rare Earth Element, like the name and the two REE properties 1 in Australia and 1 in Saskatchewan Canada. And mom is the word in Nebraska.
And for the next 10 years we paid off the debt to his debtors at MolyCorp using NioCorp.
Probably had it written in his departure papers not to touch anything rare earth element for 10 years. But oh by the way we used to be called quantum rare earth for a reason. But back then rare earth elements weren’t worth anything so we didn’t put them in our feasibility study.

The more the merrier

OK, I am going to change and follow the flow of the message board.

Personally I don’t care if you buy or sell your shares and warrants.

Just stop throwing rose pedals at us, and call yourself an investor in the company, while your F’g us in the 🔤$$

It’s rude
********
But I’ll give you credit for one thing, you brag on both sides of the daytrader fence, not just on the buy side, like so many other “”Investors””.

It’s amazing how much money, “Investors”” (cough cough) have that they can just throw it away regularly on a stock that keeps going lower and lower and lower and lower and lower and lower and lower. and 1/10 Revers split and lower and lower and lower and lower and lower.

If I was a thinker(thank God I’m not)
I might think all those people who are regularly buying, are also selling but keeping it quiet.

Buy on the Dip. LoL

CDH, my posts to you today merely to show you that I am not a Day Trader as you labeled me recently.

Yes, I occasionally buy or sell NB hoping to gain some profits, that’s all.

You brag about selling this weak ticker down the river. You are a flip trader. You sold this down the river several times now. You created selling pressures that lowered the price. Multiple times.

20$ is a long long way off. That would put us above a billion in market cap. Thats a LONG way off.

Yeah probably about 25$ if we can get a 2.5Billion market capitalization and end up fully diluted out to 100M shares. Maybe our potential market cap is higher. That would be nice. $5 is long way off currently. I hope its a double digit sale price per share soon after the new numbers come out.

Yes it takes many years and 1 random psycho politician to roil the entire planet and get things moving. Pure luck if anything here.

CDH, I was lucky enough gained some profits from NB and paid off my NIOBW.

I am going to wait till warrants expiration to see it has gained value or not. If warrants expire worthless it won’t hurt me much, but what if NB reaches say $20 a share?

I've been waiting just 9 years

May I just say that your approaches on investings is quite different from mine. Penny stocks in technology or rare earths mining seemed always take many years to have big gains if any.

I don’t trade stocks everyday, but buy / sell occasionally to gain back the money I put in. For example I was lucky able to turn my NIOBW free and clear.

Mark Smith see’s the Light @ Tunnels end. .

So you’re in good hands

Now if I could see the tunnel It would be nice.
But that’s just old age setting in after 12 years.
I’m sure it’s right in front of my face.

The Junior Mining Rollercoaster: Why 70% Failure Rate Creates 100x Opportunities

NioCorp: Experienced Management + Outstanding Diverse Resource + Political Tailwinds = Probable Success

https://www.linkedin.com/posts/umar-rafique-02a47a201_mininginvesting-juniorminers-goldmining-activity-7346501536019009540-D5W2?utm_medium=ios_app&rcm=ACoAAAcgj48BT9F7PUhNWxJ6hOp1KI16ThOcHBM&utm_source=social_share_send&utm_campaign=copy_link

I can definitely see double digits $$ for Nio Corp

Wainwright has never, not even once, not even kinda, been correct about anything here at all. I don't know why they keep trying. They have lowered their target to something we won't see till next year probably. Yay. I think they pull their numbers out of a lottery machine.