Have they missed the boat with scandium?? MLM are ahead of us...

Have they missed the boat with scandium?? MLM are ahead of us with their SCONI project but they seem to be waiting until they have Ni & Co buyers in place as well as having Bloom on board for their Sc before pushing on. My main concern is that graphene may surpass Al-Sc as a material for aerospace use & also possibly automobile use as well. In the event that large Sc demand does eventuate, MLM have their SCONI project Sc resources, EMC have both Nyngan & Honeybugle Sc resources in NSW + their Norwegian resource. They are both ahead of us in project development.
I bought into JRV for the potential of Scandium but I'm starting to feel our future saving is through the royalties we collect from the endeavours of others.