I think it is quite clear that when a sustainable supply is created the demand will rise significantly, something it seems RIO agrees strongly on. The huge efficiency gains it can provide makes it an essential part of the green transition (amongst many other significant benefits). All companies in the space will likely do quite well IMO, there are a countless number of industries that would benefit substantially from a reliable supply of scandium, but imo RIM, with its enormous and rapidly growing resource, will likely outperform. Especially when they release the next resource upgrade (expected as early as this month)
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- Scandium: The $20 Billion Dollar (PLUS) Opportunity – Rimfire’s Path to Greatness
Scandium: The $20 Billion Dollar (PLUS) Opportunity – Rimfire’s Path to Greatness, page-158
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