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    NioCorp lines up Traxys as potential buyer for Elk Creek’s planned output

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    Key Takeaways
    • Hey everyone, Just read this article about NioCorp ( link here ) and their deal with Traxys.
    • Honestly, this is exactly the kind of news I’ve been hoping for as someone who's been holding NioCorp shares for a while.
    • The snippet about securing a buyer for the rest of Elk Creek's scheduled output for 10 years?
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    Hey everyone,

    Just read this article about NioCorp (link here) and their deal with Traxys. Honestly, this is exactly the kind of news I’ve been hoping for as someone who's been holding NioCorp shares for a while. The snippet about securing a buyer for the rest of Elk Creek's scheduled output for 10 years? That's HUGE. It de-risks so much of the early production phase and really strengthens their financial outlook. As a long-term investor, especially with retirement planning on my mind these days, seeing steps like this secure future revenue streams is super encouraging. It means less guesswork and more stability, which is what we all want, right?

    I feel like this is a significant step towards unlocking the true potential of Elk Creek. Remember all the talk about securing financing and off-take agreements? This feels like a major piece of that puzzle falling into place. It’s not just about one quarter's earnings; it's about the foundation for sustainable growth. My portfolio definitely appreciated seeing this update.

    What are your thoughts on this? Does this make you more bullish on NioCorp, or are there still concerns in your mind? Always keen to hear what the rest of the community thinks, especially those of you who have followed this space longer than I have.

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    14 comments

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    Best Answer▲ 18 upvotes
    M
    margaret_chen🏆Advanced (250-500k)
    My advisor told me 10-15% in gold is the sweet spot but I went heavier. We'll see how it plays out.

    Comments (14)

    0
    elizabeth_johnson💰Established (100-250k)Real Investor✓ Verifiedabout 1 month ago

    This NioCorp news is interesting, but "potential buyer" always makes me raise an eyebrow. Saw a similar announcement with Northern Dynasty years back and it never materialized into anything concrete. Given the current market volatility, I'd need to see some firm commitments before getting too excited about supply chain agreements for rare earths.

    11
    mark_adams👑Elite (1m-5m)Real Investorabout 1 month ago

    Interesting development with NioCorp. Reminds me a bit of when I first got into physical gold. Back in '08, everyone I knew in Greenwich was dumping everything into distressed real estate or tech, but my old man (who'd seen a few cycles) insisted on picking up some Krugerrands and Eagles. Said it was about wealth preservation, not chasing the next big thing. Turns out he was right – that steady foundation allowed us to be opportunistic later. Always a good lesson to remember when these new mining plays pop up.

    14
    ronald_morris👑Elite (1m-5m)Real Investorabout 1 month ago

    This is interesting news for NioCorp. While not directly gold, it highlights the importance of securing future buyers early, especially for critical minerals. For my gold holdings, this translates to keeping an eye on refinery capacity and even geopolitical stability in production regions.

    2
    timothy_reed💎Premium (500k-1m)Real Investorabout 1 month ago

    I keep going back and forth between gold and silver allocations. The gold-to-silver ratio right now is making silver look attractive.

    18
    margaret_chen🏆Advanced (250-500k)Real Investorabout 1 month ago

    My advisor told me 10-15% in gold is the sweet spot but I went heavier. We'll see how it plays out.

    7
    helen_turner💰Established (100-250k)Real Investorabout 1 month ago

    I keep going back and forth between gold and silver allocations. The gold-to-silver ratio right now is making silver look attractive.

    14
    christopher_young🌟Ultra (5m+)Real Investor✓ Verifiedabout 1 month ago

    Been looking into this myself — the fees on some of these custodians are wild. Anyone found one that doesn't gouge you?

    10
    linda_taylor📊Growing (50-100k)✓ Verifiedabout 1 month ago

    I keep going back and forth between gold and silver allocations. The gold-to-silver ratio right now is making silver look attractive.

    4
    jason_morgan💰Established (100-250k)Real Investor✓ Verifiedabout 1 month ago

    Genuinely curious — has anyone here actually tried to liquidate from their gold IRA? How smooth was that process?

    0
    carol_carter💰Established (100-250k)Real Investorabout 1 month ago

    I rolled over about $80k last year. Honestly the hardest part was just picking which metals to hold. Still second-guessing myself.

    13
    sharon_evans💰Established (100-250k)Real Investorabout 1 month ago

    I rolled over about $80k last year. Honestly the hardest part was just picking which metals to hold. Still second-guessing myself.

    3
    ashley_baker💼Starter (0-50k)✓ Verifiedabout 1 month ago

    Been looking into this myself — the fees on some of these custodians are wild. Anyone found one that doesn't gouge you?

    4
    donna_rogers🏆Advanced (250-500k)Real Investorabout 1 month ago

    I rolled over about $80k last year. Honestly the hardest part was just picking which metals to hold. Still second-guessing myself.

    14
    donald_nelson💎Premium (500k-1m)Real Investor✓ Verifiedabout 1 month ago

    This mirrors what I've been seeing too. The macro environment right now is making a strong case for physical metals.

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