Although idea of OBM is appealing, it may prevent scandium...

Although idea of OBM is appealing, it may prevent scandium becoming a mainstream component in aluminium alloys and fuel cells.
It would mean that there are probably only 2 non-China, non-Russia scandium suppliers: Scandium International and OBM. That would leave little negotiation room for companies interested in scandium, something big companies like AirBus may not accept or smaller start-up companies involved in fuel cells cannot afford as the oligopoly may result in a higher price.
Scandium has to establish a market and prove there is a sustainable supply over a decade or 2, and asap before other other more advanced techniques may take over, eg graphene (too expensive for now but that will change). This would benefit us as shareholders (and inhabitants of this planet).
PGM has a lower cost for scandium compared to AUZ and CLQ, let them do the hard work of putting a focus on scandium, once more applied by the industry, scandium prices can climb again and PGM will be in the sweet spot..