Core Insights - The article discusses the expertise of Tim Worstall in the rare earth metals sector, particularly focusing on scandium, highlighting his role as a wholesaler and a Fellow at the Adam Smith Institute in London [1] Group 1 - Tim Worstall is recognized as a global expert in rare earth metals, specifically scandium [1] - He contributes to various media outlets, including The Times, Telegraph, and WSJ, indicating his influence and reach in the industry [1] - The article mentions a connection with Mohamad Machine-Chian, suggesting a network of professionals in the rare earth metals field [1]

Group 1 - The article discusses the importance of understanding how components within a machine interact to determine its output [1] - Tim Worstall is identified as a wholesaler of rare earth metals and an expert in scandium, contributing to various media outlets [1] Group 2 - There is no investment advice or recommendations provided in the article, emphasizing that past performance does not guarantee future results [2] - The article clarifies that the views expressed may not reflect those of Seeking Alpha as a whole, and analysts may not be licensed or certified [2]

The 2026 calendar year was a true rollercoaster on the ASX, with global thematics like Donald Trump’s “Liberation Day,” the ever-climbing power of gold and silver, Russia’s ongoing invasion of Ukraine, and more all pouring into a mixing pot that saw the sharemarket end around +6.1% higher.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.That, of course, doesn’t mean every stock added just +6.1% value thro ...

Group 1 - The article discusses the importance of understanding the interactions of moving parts within a machine to determine its output [1] - Tim Worstall is identified as a wholesaler of rare earth metals and an expert in scandium, contributing to various media outlets [1] Group 2 - The disclosure emphasizes that past performance does not guarantee future results and that no specific investment advice is provided [2] - It clarifies that Seeking Alpha's analysts are third-party authors, including both professional and individual investors [2]

Group 1 - The internal components of a machine determine its output, highlighting the importance of understanding these elements for predicting performance [1] Group 2 - Tim Worstall is a recognized expert in rare earth metals, particularly scandium, and contributes to various media outlets [2] - The article does not provide any investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]

Core Insights - NioCorp Developments Ltd. has seen a significant stock increase of 56.4% over the past three months, outperforming both the industry and the S&P 500 [1][9] - The company is advancing its Elk Creek critical minerals project, which is essential for producing niobium, scandium, titanium, and rare earth elements [10][14] - NioCorp has raised approximately $60 million in fiscal 2025 to support its project and is in discussions with the U.S. Export-Import Bank for additional financing [12][14] Company Performance - NioCorp's stock closed at $5.83, below its 52-week high of $12.58 but above its low of $1.30, and is currently trading below its 50-day moving average but above its 200-day moving average [4][9] - The company's earnings estimates for fiscal 2026 have increased by 24.3% over the past 60 days, indicating a year-over-year growth of 20% [16] Industry Context - NioCorp operates in the mineral exploration market, competing with major players like B2Gold Corp. and Barrick Mining Corporation, and has outperformed them in stock returns over the same period [2][9] - The forward 12-month price-to-earnings ratio for NioCorp is 18.51X, higher than the industry average of 15.78X, and compared to B2Gold and Barrick Mining at 5.22X and 12.02X, respectively [15] Project Development - The Elk Creek project is expected to enhance domestic supply chains for critical minerals and transition NioCorp from a development-stage company to a leading U.S. producer [14] - The company has acquired additional land in Johnson County, which is sufficient for its planned underground mine and surface processing facility [13]

Core Insights - NioCorp Developments Ltd. is advancing its Elk Creek Project in Nebraska, aimed at producing critical minerals essential for electric vehicles, clean energy, and defense technologies [1] Group 1: Project Development - The company is focusing on drilling programs at Elk Creek to enhance resource estimates and improve feasibility study accuracy, which is crucial for future construction planning and attracting financing partners [2] - NioCorp completed the acquisition of additional land in Johnson County, securing all necessary surface and mineral rights for the planned underground mine and processing facility [4] Group 2: Funding and Financials - To support its progress, NioCorp raised approximately $60 million through two public offerings in fiscal 2025 and is pursuing a loan from the U.S. Export-Import Bank under the "Make More in America" program [3] - The company signed a $10 million agreement with the U.S. Department of Defense to support engineering and drilling work at Elk Creek [3] - The estimated capital required to move Elk Creek into construction and production exceeds $1.1 billion, which is critical for the company's future growth [5] Group 3: Market Performance - NioCorp's shares have increased by 335.4% over the past year, significantly outperforming the industry growth of 17.5% [8] - The company is currently trading at a forward price-to-earnings ratio of negative 19.58X, compared to the industry's average of 16.22X, indicating a lower valuation relative to peers [11]

Core Insights - The article discusses the expertise of Tim Worstall in the rare earth metals market, particularly focusing on scandium, highlighting his role as a wholesaler and a fellow at the Adam Smith Institute in London [2]. Company and Industry Summary - Tim Worstall is recognized as a global expert in rare earth metals, specifically scandium, which indicates a niche market with potential investment opportunities [2]. - The article mentions that Worstall contributes to various media outlets, suggesting that he has a significant influence in the industry and can provide valuable insights into market trends [2].

Core Insights - The article emphasizes the importance of understanding the internal workings of machines to predict their output effectively [1]. Group 1: Author Background - Tim Worstall is identified as a wholesaler of rare earth metals and an expert in scandium [1]. - He is affiliated with the Adam Smith Institute in London and contributes to various media outlets including The Times, Telegraph, and WSJ [1]. Group 2: Analyst Disclosure - The article includes a disclosure stating that the author has no stock or derivative positions in any mentioned companies and no plans to initiate such positions in the near future [1]. - The opinions expressed are solely those of the author and not influenced by compensation [1].

Core Insights - Understanding the internal workings of a machine is essential to evaluate its performance effectively [1] Group 1 - Tim Worstall is recognized as a wholesaler of rare earth metals and an expert in scandium [1] - He is affiliated with the Adam Smith Institute in London and contributes to various media outlets including The Times and Telegraph [1]