RE:Hallgarten on Scandium Feb 18 2021Yes Zero, I absolutely agree. SCY needs marketing and execution power and RTZ is going to provide this; and they don't have enough scandium and that's why we're such a great couple.
Some of us here on the board could have written a more up-to-date, accurate report than Hallgarten did:
- scandium as a battery metal is not mentioned anywhere,
- the info on CleanTeq is completely wrong: their Sunrise project has not that high Sc grades and quanties,
- RTZ as a game changer in the scandium space, they got that from JK. Although you can't be a real game changer with only 12 tonnes/year of scandium. The potential market is 250-500 tonnes per year!
- The pricing of scandiumoxide 99,99% is completely irrelevant for the (aluminium alloy) market that wants AlSc master alloy. Scandiumoxide is just one of the many inputs for AlSc master alloy. In other words, the price of scandiumoxide doesn't determine the price AlSc master alloy. And you need at least 97% purity for this application, not 99,99%
- etc.
- etc
I'm quite exciting about the new SCY, and the possible valuation: a market cap > 1 billion CAD (3.00 CAD per share). Stay focused on the big picture instead of pointing out every detail that is missing.
Zerosum wrote: RTZ needs SCY as much as SCY needs RTZ
https://twitter.com/hallgartenco/status/1362414821048803328?s=12
,
https://www.hallgartenco.com/pdf/Sectors/Scandium_Sector_Feb2021.pdf