Workflow
NioDevelopments .(NB)
icon
搜索文档
NioCorp Developments Ltd. - Special Call
Seeking Alpha· 2025-09-25 10:37
PresentationCraig Brelsford Hello, this is Craig Brelsford with RedChip Companies. Thank you for joining today's event with NioCorp, which trades on the NASDAQ under the ticker NB. With us today, we have Mark Smith, Chairman, President and CEO; Scott Honan, Chief Operating Officer and President of Elk Creek Resources; Jim Sims, Chief Communications Officer; and Alex Guthrie, the Director of IR. We will begin with a brief presentation in a moment, and then we'll open this event to your questions. I will keep ...
美股异动 | 稀土概念股全线上扬 NioCorp Developments(NB.US)大涨超10%
智通财经· 2025-09-24 23:13
智通财经APP获悉,周三,美股稀土概念股全线上扬,NioCorp Developments(NB.US)大涨超10%, Energy Fuels(UUUU.US)涨超7%,American Resources(AREC.US)涨超6%。消息面上,近日,美国政府 被曝酝酿设立一只规模50亿美元的矿业投资基金。若消息属实,这将是美国政府直接参与大规模矿业交 易的重要尝试,也是美国努力破解关键矿产供应对外依赖的这一软肋的最新迹象。特朗普政府已将确保 关键矿产供应列为优先事项,包括铜、钴和稀土等材料。 (原标题:美股异动 | 稀土概念股全线上扬 NioCorp Developments(NB.US)大涨超10%) ...
锑矿产量大幅下滑 隔夜美股稀土板块表现活跃(附概念股)
智通财经· 2025-09-24 09:35
美股稀土锑概念股表现 - United States Antimony(UAMY)股价大涨超20% 因获得美国国防后勤局价值2.45亿美元锑锭合同 合同金额相当于公司2024年1490万美元年营收的16倍 [1] - USA Rare Earth(USAR)和NioCorp Developments(NB)股价涨超5% TMC the metals(TMC)涨超3% MP Materials(MP)涨近2% [1] 锑行业供需格局 - 全球锑矿供给面临紧缺 国内限制锑矿开采力度加剧 海外矿山资源枯竭 主要增量来自华钰矿业塔金项目和俄罗斯Solonechenskoye锑矿 [2] - 俄罗斯极地黄金2023年锑矿产量2.71万吨占全球26% 2024年产量降至1.27万吨同比下滑53% 全球占比下降至13% [2] - 极地黄金2024年上半年产量8616吨(年化占比17%) 下半年4056吨(年化占比8%) 2025年上半年产量为零 预计下半年继续保持低位 [2][3] 锑需求增长动力 - 传统领域阻燃剂、铅酸蓄电池和聚酯催化剂需求稳中有进 [2] - 光伏玻璃领域成为第二大需求领域 受光伏新增装机量和双玻组件渗透率提升带动 [2] 锑价走势展望 - 锑品出口逐步恢复 国内外价差有望收敛 [2] - 中长期维度供需紧张推动锑价中枢上行 [2][3] - 2025年极地黄金总现金成本提升 部分原因系锑矿产量大幅下滑 [3] 相关上市公司资源储备 - 五矿资源(01208)通过湖南锡矿山闪星锑业控制超过30万吨锑矿资源 [4] - 江西铜业(00358)产品包含粗锑和锑酸钠化合物 [4]
港股概念追踪|锑矿产量大幅下滑 隔夜美股稀土板块表现活跃(附概念股)
智通财经网· 2025-09-24 08:37
美股稀土锑概念股表现 - United States Antimony(UAMY US)大涨超20% 因获得美国国防后勤局战略材料部价值2 45亿美元锑锭合同 相当于公司2024年1490万美元年营收的16倍[1] - USA Rare Earth(USAR US)和NioCorp Developments(NB US)涨超5% TMC the metals(TMC US)涨超3% MP Materials(MP US)涨近2%[1] 锑行业供需格局 - 全球锑矿供给面临紧张 海外主要供应商俄罗斯极地黄金2024年锑矿产量1 27万吨 同比下滑53% 占全球产量比例从26%降至13%[2] - 极地黄金2025年上半年锑矿产量为0 预计2025年下半年产量继续保持低位[3] - 需求端光伏玻璃领域成为锑第二大需求领域 在光伏新增装机量和双玻组件渗透率提升带动下贡献主要需求增量[2] - 传统需求领域阻燃剂 铅酸蓄电池和聚酯催化剂对锑需求稳中有进[2] 锑价展望 - 中长期维度供需紧张有望推动锑价中枢上行[2] - 随着中国合规锑出口陆续恢复 国内外价差有望收敛 看好国内锑价上行[2][3] - 2024年极地黄金H1 H2锑矿年化产量占全球比例分别为17%和8% 显示供给持续收紧[2] 主要锑矿项目 - 全球未来锑矿主要增量来自华钰矿业塔金项目和俄罗斯Solonechenskoye锑矿[2] - 五矿资源(01208 HK)通过湖南锡矿山闪星锑业控制超过30万吨锑矿资源[4] - 江西铜业(00358 HK)生产粗锑和锑酸钠化合物[5] 锑资源战略地位 - 锑是资源稀缺性强的战略小金属 美国国防后勤局通过2 45亿美元合同补充国家战略物资储备[1] - 国内限制锑矿开采力度加剧 海外矿山面临资源枯竭[2]
NioCorp to Present at the Munich Mining Conference on October 3-4, 2025
Accessnewswire· 2025-09-23 22:45
NioCorp also to host a live investor webcast and Q/A session on September 24, 2025 at 4:15 PM ET CENTENNIAL, CO / ACCESS Newswire / September 23, 2025 / NioCorp Developments Ltd. ("NioCorp" or the "Company") (Nasdaq:NB), is pleased to announce that Executive Chairman and CEO Mark Smith and Chief Operating Officer Scott Honan will participate in the Munich Mining Conference on October 3-4, 2025 at the Olympic Hall in Munich, Germany. ...
NioCorp Developments Ltd. (NASDAQ:NB) Receives Upgrade from H.C. Wainwright
Financial Modeling Prep· 2025-09-22 23:00
H.C. Wainwright upgraded NioCorp Developments Ltd. (NASDAQ:NB) to a "Buy" rating and increased the price target from $4 to $8.25.The stock has experienced significant volatility, with a yearly low of $1.27 and a high of $6.46.NioCorp's market capitalization is approximately $455.9 million, with a trading volume of 9,955,781 shares, indicating strong investor interest.NioCorp Developments Ltd. (NASDAQ:NB) is a key player in the U.S. critical minerals sector, focusing on developing resources essential for var ...
SCHEDULE CHANGE: Maria Bartiromo to Feature NioCorp on Thursday, September 25, 2025
Accessnewswire· 2025-09-22 00:00
NioCorp's Mark A. Smith will now appear on "Mornings With Maria" at 7:30 AM Eastern on September 25th CENTENNIAL, CO / ACCESS Newswire / September 21, 2025 / Mark A. ...
Maria Bartiromo to Feature NioCorp on Monday, September 22, 2025
Accessnewswire· 2025-09-20 02:00
Fox Business News' "Mornings With Maria" show is the number one pre-market business news program in cable CENTENNIAL, CO / ACCESS Newswire / September 19, 2025 / NioCorp Developments Ltd. ("NioCorp" or the "Company") (NASDAQ:NB) is pleased to announce that Mark A. ...
NioCorp Announces Closing of $50.0 Million Registered Direct Offering of Common Shares
Accessnewswire· 2025-09-19 23:45
CENTENNIAL, CO / ACCESS Newswire / September 19, 2025 / NioCorp Developments Ltd. ("NioCorp" or the "Company") (NASDAQ:NB) today announced the closing of its previously announced registered direct offering in the United States (the "Offering"). ...
NioCorp Announces Pricing of $50.0 Million Registered Direct Offering of Common Shares
Accessnewswire· 2025-09-17 20:30
CENTENNIAL, CO / ACCESS Newswire / September 17, 2025 / NioCorp Developments Ltd. ("NioCorp" or the "Company") (NASDAQ:NB) today announced the pricing of a registered direct offering in the United States (the "Offering"). ...