Scandium: The $20 Billion Dollar (PLUS) Opportunity – Rimfire’s Path to Greatness, page-84

This is a **textbook attempt to push down Rimfire's price** with **outdated and misleading information**. Let’s take this apart:Claiming **scandium is in its infancy** and not of much interest right now is flat-out wrong. **Scandium is already being integrated** into critical sectors like aerospace, especially in **aluminum-scandium alloys**, which are key for **lightweight, high-strength applications**. The shift towards **lighter materials** to reduce emissions and increase efficiency is happening *now*, not years away. Rimfire’s **Murga North Scandium Project** is perfectly positioned to supply this growing demand in both **aerospace and automotive sectors**.Saying the market is “early days” ignores the fact that **solid oxide fuel cells (SOFCs)** and other industries are already using scandium. With the world moving toward **green technologies and EVs**, demand for **lightweight and efficient materials** like scandium will continue to surge. Rimfire is already capitalizing on this with **up to 90% recovery rates** and a significant scandium resource. This isn’t speculative—it’s already in play.The argument that **scandium prices need to come down** to incentivize offtakers is a typical **scare tactic**. Scandium's value is based on its **unique properties** and rarity, which are crucial for high-performance applications. Offtakers aren’t waiting for the price to drop—they’re looking for **consistent supply**, which Rimfire is on track to deliver with its **Murga North resource**.This comment also conveniently ignores Rimfire’s **high-grade cobalt and copper** results at **Bald Hill**—two critical minerals that are driving the **electric vehicle and renewable energy sectors**. Focusing only on scandium and dismissing these assets is an attempt to distract from the **real value** in Rimfire's portfolio.In short, this is a **weak, fear-based argument** designed to **manipulate sentiment**. The reality is, Rimfire is **well-positioned** in markets that are growing **now**, and investors who see past this nonsense will recognize the huge upside potential. This comment is just another **downramping tactic** trying to push the price down, and it’s not fooling anyone.