NioCorp Developments - General Discussion

[John]

Just thought I’d kick off a thread on NioCorp Developments.

Their Elk Creek project in Nebraska is mainly known for niobium, scandium, and titanium, but they’ve also flagged rare earths, particularly NdPr, as part of their potential product mix. Seems like they’re working on a phased production plan, and rare earths could be a second stage depending on how things play out.

Curious if anyone’s been following them lately?

• Why has their Share Price been dropping since 2021?
• How serious is the NdPr opportunity here?
• Any updates on their financing or processing plans for rare earths?
• Do you think they could become a meaningful supplier outside of China? I think I have previously read they want to produce about 7000 tpa of NdPr oxide? Is that right?

 

[rbucket]

It is an interesting company...

Prices have been all over over the last few years. Possibly because of the long timeline.

All Permitting and licensing is complete: both state and federal

Underway for final analysis to satisfy Ex-Im bank financing

7000 tpa is projected

Have several refining operations that are under patent to keep this a green mine and refining operation.

Their website is a great read. www.niocorp.com

I am not a shill for them or an employee.

 

[John]

Hi @rbucket

Yeah it is an interesting project.

I think they still have a little way to go in their timelines, so for me it is a speculatve buy.

I do like they way they present things...but their timelines and next steps are unclear.

https://www.niocorp.com/wp-content/uploads/NioCorp_Presentation_Q2-2025.pdf

@rbucket do you have any insights on their timelines?

They are well positioned for any USA govt funding.