Neutral
Seeking Alpha
8 days ago
NioCorp: A Speculative Bet On America's Critical Minerals Independence
NioCorp Developments is advancing the Elk Creek project in Nebraska, targeting US supply independence for niobium, scandium, and titanium. NB benefits from Pentagon support and critical minerals status, but faces significant funding needs, dilution risk, and long development timelines. Government involvement boosts project credibility but may prioritize supply security over shareholder returns, increasing financial risk for investors.