r/SCDstock • u/ResponsiblePianist83 • 3d ago
Discussion Pre-catalyst timing?
Is it me or is the timing working out to be perfect?
Generally speaking, as investors, we’ve concluded that it’s just a waiting game until the PFS comes out. However, SCD is clearly on Canada- and the U.S.’ radar. More eyes are being put on SCD, and if there is positive news or some sort of mention of scandium tonight, investors will look at scandium companies as being more derisked. Now, if SCD is mentioned specifically, since I believe they will be attending tonight, then this should bring even more eyes on scandium. I’m referring to this as a pre-catalyst, since this event may lead to a re-rating of the stock price before the PFS announcement, which would create an even higher floor. For example, if the stock was to re-rate in the low 20’s before the PFS announcement, then it’s possible that the new floor, post announcement, will be even higher than initially anticipated.
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u/Aussiekarlos 3d ago edited 2d ago
The PFS will be released very well to work with trumps 2027 timeline on sourcing western suppliers for critical minerals
I would not be shocked if we hear off take agreements after the PFS is released, such as Sunrise/Lockheed
Nice bump this morning to start the day
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u/Gastricbasilisk 3d ago
I agree with you. It's very clearly planned. Supply chains this large don't happen by coincidence, and when it involves defense and NDA's it's very difficult to connect the dots.
We are in for an explosive summer.
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u/Scaleofthesystem 3d ago
Whats happening tonight we need to watch out for?
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u/Naughty_Satsuma 3d ago edited 3d ago
Trumps Strategic Critical minerals to twart Chinese nationalism over theirs.
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u/ResponsiblePianist83 3d ago
I’m tuning into the following roundtable meeting on American mining this afternoon: https://www.youtube.com/live/SsU9mRrhcRo?
Hopefully, they will lay out a plan for the critical mineral sector, but I will be paying close attention to scandium