EastWing

[EastWing @EasterWing2230]

@nogoooooooood @JJFIN007 @EximBankUS @NioCorp Interestingly enough you only pointed out one side of the balance sheet 🤦🤷

[EastWing @EasterWing2230]

$NB Great news if confirmed

[Hunterbrook @hntrbrkmedia]

Breaking: An $NB spokesperson tells Hunterbrook that Niocorp’s CEO has been invited to the White House for Friday’s event on rare earths — and plans to attend.

[EastWing @EasterWing2230]

@FreeBandito @GoldTelegraph_ @grok With @LockheedMartin announced today, my money is on $NB having a seat at the table

[Ernest Scheyder @ErnestScheyder]

Aug 4 (Reuters) - @LockheedMartin is in talks to buy supplies of two critical minerals from U.S. ​mines, two sources familiar with the discussions said, as President Donald Trump pressures defense contractors to cut reliance on China.

The world's largest defense contractor is negotiating ‌with @NioCorp for supply of scandium, and @TeckResources and 5N Plus for supply of germanium, both of which are used in military equipment ranging from aircraft components to infrared sensors, the sources said. $NB $TECK $VNB

[EastWing @EasterWing2230]

$NB Time to “dig” in @EximBankUS

[cek @cekdrew]

Almost a year later, Reuters is now reporting that Lockeed Martin is negotiating with @NioCorp $NB for a scandium supply.

Apparently $NB will be providing Lockeed with 15 metric tons of scandium annually.

Important to note the company is still awaiting DFS and EXIM funding. They won’t be operational for a few years once they secure funding.

Rumor has it @NioCorp will also be at the White House mining event on Friday.

https://t.co/0ihidMenrp

[EastWing @EasterWing2230]

@cekdrew @NioCorp Not a rumor. Confirmed invite via Jim Sims. Would not elaborate beyond invite. Guessing Lockheed has seen some bits of DFS allowing it the confidence to release headline. But now we wait.

[EastWing @EasterWing2230]

@cekdrew Unfortunately market does not give a sh%t. Perhaps that will change but feels aggressively manipulated

[EastWing @EasterWing2230]

Tarps off making a splash @SFAClubBsbl @BuschStadiumIII @Cardinals @creatordesigns9

[EastWing @EasterWing2230]

@hntrbrkmedia @SammyKoppelman @CNBC $NB is in the cutting edge of pulling out scadium from the great State of Nebraska

[DLee @TheNewDlee0213]

$NB

🫡

[Nikolas Alvarez Naranjo @NikolasAlvarezN]

@citrini $NB and the Elk Creek Mine is the answer

[alldaystocks | 24/7 Market News @allday_stocks]

$BE Bloom Energy: Hunterbrook Discloses Short Position, Alleges China Supply Chain Reliance

• Hunterbrook disclosed it is short Bloom Energy and long $NB.
• Hunterbrook alleged Bloom Energy relies on Chinese scandium despite CEO claims that the company has no China supply chain.

[Hardik Shah @AIStockSavvy]

$BE | Hunterbrook on Bloom Energy on Wednesday:

Based on Hunterbrook Media’s reporting, at the time of publication Hunterbrook Capital is short $BE including derivatives and long a basket of comparable securities, as well as long $NB including derivatives and short a basket of comparable securities.

[EastWing @EasterWing2230]

$NB on its way to help with scandium needs 😉

[9 Ventures @ThematicTrader]

The fact that there is not enough Scandium supply in the world to support $BE fulfilling their obligations has come across in my research the last few months and was a piece of my puzzle on why $FCEL could win more orders in the data center market, as they do not have Scandium in their BOM.

Fantastic report from the Hunterbrook team and worth investigating.

[Wall St Engine @wallstengine]

Hunterbrook disclosed it is short $BE and long $NB, alleges Bloom Energy relies on Chinese scandium despite CEO claims of no China supply chain.

[Hunterbrook @hntrbrkmedia]

Based on Hunterbrook Media’s reporting, at the time of publication Hunterbrook Capital is short $BE including derivatives and long a basket of comparable securities, as well as long $NB including derivatives and short a basket of comparable securities. Positions will change. This article is not investment advice or a recommendation to buy, sell, or hold any security. See full disclosures on our website.

[EastWing @EasterWing2230]

@hntrbrkmedia Just wait until $NB unleashes a few of their upcoming catalyst 😉. Updated DFS any day now, unbinding to formal binding agreements with Traxys and @EximBankUS funding later 2026. Could be an epic event IMO

[OysterCapital @OysterCapital_]

@hntrbrkmedia Grok tells me $NB Is a scandium name in the US

[EastWing @EasterWing2230]

@hntrbrkmedia Just wait until $NB unleashes a few of their upcoming catalyst 😉. Updated DFS any day now, unbinding to formal binding agreements with Traxys and @EximBankUS funding later 2026. Could be an epic event IMO

[EastWing @EasterWing2230]

@cekdrew Better grab every share of $NB that I can on the cheap. Just wait for 3 major catalyst to drop