RE:RE:New note on Nickel 28 from ArlingtonVery informative research note, highlights the disconnect between the market valuation of N28 to peers.
When it commes to Scandium it seems like Scandium international are doing slow but steady progress. Nyngan seems to be a low Capex project that might attract interest if Scandium attracts the aircraft/ aerospace buisness etc. to strenghten AL-alloys, and that is the reason Robert Friedland has Scandium on his top list for metals for the future.
Here's an abstract from a SA article:
"The use of aluminum scandium alloys ("Al-Sc") increases strength and perhaps most importantly enables stronger welding. Aircraft designers believe that it could reduce aircraft weights by 15%-20%. Simply put, lower weight means less fuel consumption. Hence the strong interest from the aviation industry in an environment of pressing CO2 reduction targets."