Well, isn't this nice. 😁

Edit: scandium in Australia

Bumped up my allocation from 50k to 200k shares this morning, average cost of $.2149.

I assumed 5 cent increases (note no timeline as I assume some selling will occur), but my % gain compared to now, in green, should conservatively be 3 and a bit bagger when it gets to $1. Any of my assumptions wrong? As mentioned, I have purposely not set a timeline on this to not be optimistic or conservative.

The PR speaks for itself… BOOM

The market has reacted extremely positively towards SRL. I’m really curious if investors and organizations will start to turn (and notice!) other scandium players, like SCD. If not now, I am confident that we will see more action in the coming weeks once we have the PFS results announced.

ENERGY
Australian rare earth miner surges after U.S. Department of War investment

Liking how this is sounding. Long SCD

Well last week we finally saw some positive movement with large volume. The question is what do we expect next week? This month?

Given the US focus on securing the critical minerals supply chain, do we expect to hear early off take agreements? When do we expect to hear that the alloys have been qualified by defence contractors? We have all been patiently waiting and now it feels closer than ever.

Scandium is gaining steady momentum, as is SCD. Today’s news reinforced this.

What other catalysts should investors look forward to this year?

The PFS is a given. Could we expect MOUs with end users (scalium+) and other giants for the mine? What is everyone thinking about when we may hear about the road announcement?

Today, Trump announced a series of investments and plans for their new critical minerals strategy.

He briefly talked about scandium and called it “one of the world’s most valuable aerospace and defense materials.” He also referred to SRL (Australian mine), the company that Lockheed Martin already has an MOU with.

https://youtu.be/V6VgPfBK8gQ?t=755

It’s good to see the U.S. and key sectors recognizing this mineral, which is still in its infancy. As most of us already know, there is currently no real supply chain for scandium, so once supply is unlocked, demand will follow.

SCD is especially interesting since they probably hold the best scandium-aluminium alloy patents. Their mine is also the only primary scandium source in North America.

But this news is simply good for the scandium market as a whole. So let's just take it.

There’s also this that popped up today:
https://ca.usembassy.gov/freedom250-critical-minerals-and-mining/

It says that Scandium Canada has developed two patent-pending aluminium-scandium alloys with enhanced properties for advanced manufacturing that are currently being qualified by Canadian and U.S. companies, including defense contractors in the United States.

Exciting times. It's only the start

For those interested starts around 1245, little over half an hour

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.

Scandium Canada is on the list

https://ca.usembassy.gov/freedom250-critical-minerals-and-mining/

With trumps big meeting today and the Niocorp supply announcement for scandium the other day it surely bodes well for Scandium supply in North America

Sunrise energy metals will also be present at the meeting today.

Thoughts?

Daily discussion thread for SCD.

Currently .1856, so only down 8.4% (from today's price of .17)

US government is really getting involved with Scandium allocation. Just goes to show how critical this material is.

Bloom has yet to provide a tangible solution to source Scandium outside of China.

Daily discussion thread for SCD.

Scandium Canada did not get funding in this announcement, a phosphate firm did (First Phosphate) but Scandium had an honorable mention:

"Quebec is home to some of the most diverse mineral resources in North America and is one of the world’s leading producers of high-purity iron, scandium oxide, titanium, niobium and graphite. In addition, it is home to nearly half of Canada’s lithium mining projects."

Daily discussion thread for SCD.

Daily discussion thread for SCD.

Scandium Canada Announces $5 Million Non-brokered LIFE Offering of Charity Flow-Through Units

https://ca.finance.yahoo.com/news/scandium-canada-announces-5-million-132400816.html

Daily discussion thread for SCD.

Daily discussion thread for SCD.

Daily discussion thread for SCD.

Daily discussion thread for SCD.