Seeking Alpha
24 Oct 2026, 03:15 UTC · 11h ago
NioCorp: The Bear Case Is Real, But At $3 I'm Still Buying
Impact · against what's priced in
The article provides no new catalysts for NioCorp or Ivanhoe Electric, as the key risks—scandium pricing and equity dilution—and the cash position are already reflected in the current market valuation. The piece serves as a valuation exercise rather than a news-driven event.
- NB+0.00
No priced-in read yet
- In context
The market's valuation of NB already accounts for the $405 million cash position and the risks surrounding scandium pricing and recent equity dilution.
Read from the article alone
Search tags
