PutzMueler
2 hours ago
I asked Google Gemini about Stable Coins
Just heard about it on the news.
A StableCoin is attached to a real dollar. Just approved for USA use.
I wonder if NioCorp can first make sense of it, and perhaps use it.
ESG, Blockchain Tracking mine to customer. Etc
My Q
How can stable coins be used to build a critical mineral mine?
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Gemini Answer
Stablecoins, while not directly involved in the physical "mining" of cryptocurrencies, can play a significant role in financing and managing critical mineral mine operations in several ways. Here's a breakdown:
1. Investment and Fundraising:
Fractional Ownership and Tokenization: A mine, or a portion of it, can be tokenized into digital assets represented by stablecoins. This allows for fractional ownership, making it easier for a wider range of investors (both institutional and retail) to participate in funding. This can lower the barrier to entry for investing in large-scale mining projects, potentially increasing liquidity and access to capital.
Faster and More Efficient Capital Raising: Traditional mining finance can be slow and involve many intermediaries. Stablecoins, leveraging blockchain technology, can facilitate faster and more transparent fundraising rounds, potentially reducing transaction costs and time.
Global Accessibility: Stablecoins can easily cross borders, enabling a global investor base to contribute to mining projects without complex international banking transfers. This can be particularly useful for mines in developing regions where access to traditional finance might be limited.
Direct Investment from Crypto Holders: Individuals and entities holding large amounts of stablecoins (e.g., from profits in the crypto market) might be looking for stable, real-world assets to invest in. A well-structured tokenized mining project could be an attractive option.
2. Supply Chain Finance and Payments:
Transparent and Efficient Payments: Stablecoins can be used for payments throughout the mining supply chain, from purchasing equipment and paying suppliers to managing salaries. This can offer greater transparency and efficiency compared to traditional bank transfers, especially for international transactions.
Smart Contracts for Automated Payments: Smart contracts, often integrated with stablecoins, can automate payments based on predefined conditions (e.g., delivery of minerals, achievement of production targets). This can reduce disputes, improve efficiency, and ensure timely payments.
Traceability and Provenance: While not solely reliant on stablecoins, blockchain technology (which stablecoins operate on) can be used to track critical minerals from the mine to the end customer. This enhances transparency and can help ensure ethical sourcing and compliance with regulations.
3. Hedging and Risk Management:
Currency Stability: Mining operations often involve significant international transactions, exposing them to currency fluctuations. Using stablecoins pegged to major fiat currencies (like USD-backed stablecoins) can help mitigate currency risk and provide more predictable financial planning.
Collateral and Lending: Stablecoins can be used as collateral for loans, potentially offering more flexible and accessible financing options for mining companies. This could be particularly relevant for short-term operational needs.
4. Community Engagement and Impact Investing:
Direct Benefit Sharing: For projects focused on sustainable and responsible mining, stablecoins could be used to distribute a portion of profits directly to local communities, with the transactions being transparently recorded on a blockchain.
ESG (Environmental, Social, Governance) Tracking: Blockchain can be used to track and verify ESG metrics related to mining operations. Stablecoins could be linked to incentives for achieving specific ESG goals, further attracting impact investors.
Challenges and Considerations:
Regulatory Landscape: The regulatory environment for stablecoins and tokenized assets is still evolving. Mining companies and investors need to navigate these regulations carefully.
Security and Custody: Safeguarding stablecoin holdings and managing the associated blockchain infrastructure requires robust security measures.
Adoption and Liquidity: While stablecoins are gaining traction, their widespread adoption in the traditional mining industry is still in its early stages. Sufficient liquidity in the tokenized assets would be crucial.
Due Diligence and Trust: Even with blockchain transparency, thorough due diligence on the underlying mining project, management team, and geological assessments remains paramount for investors.
In summary, stablecoins, in conjunction with broader blockchain adoption, offer innovative avenues for financing, managing, and increasing transparency in critical mineral mine development by providing a stable, efficient, and globally accessible digital financial rail.
Truth and Transparency
1 day ago
There’s nothing to argue. It doesn’t matter how you keep trying to make it seem like rainbows and unicorns. 🌈 🦄 Either way you math it out, the result is the SAME.
My MO is to bring accountability to Niocorp management’s incompetence over the past few years. I want competent management at the helm. The real winners here will be the new institutional investors and the handful of new retail investors. No matter how you spin the numbers, if we were to hit $50, it is only equivalent to $5 for the legacy investors.
We all expected dilution, but Mark and his team have managed to destroy the legacy investor’s equity in the company. That’s an undisputed FACT. Since I began investing in Niocorp, Mark has managed to add nearly 400% more shares AND we haven’t even reached the primary equity portion of what we will need to raise the other $350 million. The past three years have revealed the deep incompetence of the Niocorp management team.
Husker5555
1 day ago
I would agree. I believe it's private equity.
Private equity firms generally do not report as institutional buyers in the same way that traditional institutional investors, like mutual funds or pension funds, do. The term "institutional buyer" or "institutional investor" typically refers to entities like banks, insurance companies, pension funds, or hedge funds that invest large pools of money on behalf of others and are subject to specific regulatory reporting requirements, such as filing Form 13F with the SEC if they manage over $100 million in certain securities.Private equity firms, however, primarily focus on acquiring controlling stakes in private companies or taking public companies private, often through leveraged buyouts, rather than trading in public securities markets like institutional investors. Their activities are less about managing portfolios of publicly traded securities and more about direct investments in private companies or assets. As such, they are not typically required to file the same public disclosures (e.g., Form 13F) unless they manage significant public securities portfolios that meet the SEC’s thresholds.
jeunke22
1 day ago
That was fast….
NioCorp Announces Closing of $45.0 Million Public Offering of Common Shares
CENTENNIAL, CO (July 18, 2025) -- NioCorp Developments Ltd. ("NioCorp" or the "Company") (NASDAQ:NB) today announced the closing of its previously announced public offering in the United States (the “Offering”). The Offering consisted of 13,850,000 common shares in the capital of the Company (“Common Shares”) at a public offering price of $3.25 per Common Share, for gross proceeds of approximately $45.0 million before deducting placement agent fees and offering expenses.
SpecialK2020
1 day ago
I 100% agree with you there, Stark. That thinking is similar to mine, which is why I asked the to Walter on this board a little while ago. Not sure I understand the timing of such a large raise, as it seems like there would be a better situation, if we are as close as we think we are, to raise capital at a more advantageous price point.
SpecialK2020
1 day ago
Not disagreeing with you there, Putz, which is why I called it out in my post.
I was one of those, like you, who saw their position get wiped out and shrunk down to a now paltry number of shares (relatively) from what it once was.
I'm not giving management a free pass for some bad decisions, merely just stating that someone can't say 420M shares outstanding would be the same as 42M just because it raised the same amount of money.
The_Gman
1 day ago
A new REE trade that has copycat potential
https://investorplace.com/2025/07/fed-uncertainty-soft-inflation-and-a-700-winner/
Yesterday, Jonathan sent a new All-Access Bonus Trade Alert to his Masters in Trading All Access subscribers.
He was kind enough to let me share the name with our broad Digest file. But let me clarify: if you decide to trade this stock, be smart – don’t overextend yourself.
Jonathan is recommending that his subscribers place a specific, risk-defined trade. And that’s the hallmark of pro traders: risk mitigation.
With that said, here’s Jonathan:
NioCorp Developments Ltd. ($NB) is another rare earth minerals company sitting at the heart of something big.
They’re advancing a critical minerals project in Nebraska — just like we’ve seen with MP and TMC, demand for them is spiking in defense, energy, and the AI boom.
The U.S. wants to secure supply onshore, and that puts companies like NioCorp in the spotlight.
If you’re looking for what could be the market’s next major overnight winner, consider yourself in the loop. We’ll circle back on how this plays out.
PutzMueler
1 day ago
12 years was wiped out. There is no getting around that.
What I got for holding for 12 years was listening and learning about pumpers and bashers working together, to feed lies.
My shares Nov 24 were worth what I purchased them for in 2012.
400,000 shares wiped out and given to crooks, because money pools form, when money pools form. Said the expert with imminent financing and unlimited excuses.
Oh, by the way, we used to be called quantum rare earth for a reason, says the REE king who forgot about that half of our project.
Why he is still running the show is beyond me.
.
SpecialK2020
1 day ago
Walter,
I have always respected your opinion, so I ask: what makes you feel this way? While it makes sense, I would have thought the company would have waited until drilling results have come in to capitalize on (hopefully) better news. They seemingly have enough money with the $31M to keep going until that time, without an additional $45M.
At the very least, I hope management gives an explanation for the raising of the $45M now since the canned "to continue operations" could mean a variety of things including paying salaries.
I am still very hopeful for this company's success, perhaps now more than ever, but some of the moves made make me scratch my head.
SpecialK2020
1 day ago
That's just a disingenuous assessment, and I think you know that. While the SPAC was a mess, and the result of it moreso, you cannot equate shares outstanding from a simple ratio, pre split to post split. At the end of the day 420 million shares is a lot more than 42 million shares.
I agree that the reverse split eroded value from existing shareholders, but it has been a new day since for the market and new investors.
There are enough things to criticize without the lies and inaccuracies, but I'm not sure why I expect something different from someone who has a vested interested in watching this fail, and a personal vendetta against the leadership.
Truth and Transparency
1 day ago
Food for thought, Niocorp management has added 42 million (420 million pre split) shares since the GXII disaster. To put that into perspective, we were trading above $1.00 pre merger. If Niocorp management had issued 420 million shares at $1, we would had our $400 million in equity financing!!! Today, we will need at least another $350 million in equity financing. Let that sink now!!!
Niocorp management has destroyed the legacy investors holdings with their incompetence. These self proclaimed veteran mining businessmen have shown us that they are not capable of making a good deal. After over 10 years, I just hope I can get my money back, but we all know that Mark Smith never fails to disappoint.