[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.5K followers Created: 2025-07-10 15:17:36 UTC $NB is likely the only fully permitted U.S. project that can deliver niobium and the heavy rare earths (Dy/Tb) needed to complete $MP's and $USAR's magnet supply chain. It trades at a steep discount—around X % of after-tax NPV—mainly because the $XXX billion cap-ex still has no locked-in financing. A single Title III grant or an EXIM Bank term sheet could spark a sharp re-rating. The CEO has more than XX years in the game and has raised over $X billion for previous projects. XXXXXX engagements  **Related Topics** [$6753t](/topic/$6753t) [magnet](/topic/magnet) [$usars](/topic/$usars) [$mps](/topic/$mps) [$nb](/topic/$nb) [Post Link](https://x.com/wallstengine/status/1943328762499863007)
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Wall St Engine @wallstengine on x 71.5K followers
Created: 2025-07-10 15:17:36 UTC
$NB is likely the only fully permitted U.S. project that can deliver niobium and the heavy rare earths (Dy/Tb) needed to complete $MP's and $USAR's magnet supply chain. It trades at a steep discount—around X % of after-tax NPV—mainly because the $XXX billion cap-ex still has no locked-in financing. A single Title III grant or an EXIM Bank term sheet could spark a sharp re-rating. The CEO has more than XX years in the game and has raised over $X billion for previous projects.
XXXXXX engagements
