Ann: Scandium Off-take Negotiations, page-5

SYR is at half a bill market cap with contracts for only about one third of its plant capacity. If u want investment size for the serious stuff ahead with PGM the "o" s are the way in .... and still at a discount with 5 1/2 months to run. Looks like a rebalancing of possies atm. When over you wont be able to get set for size unless you chase it. Betcha them lot of Chinese will come screaming once they see a go for plant construct after the DFS. Be nice to say to them go shove at that time. Actually maybe should say to them now there's only 5 tpa left and if they want it better pay up front haha. China is really a fun place to horsetrade with these guys. U just gotta stay tough. We have it they need it don't be conned. Doubt they have gone away haha. Looking for more piggy banks to break. Where's an insto with with some vision to do an off-market for whats available. Seems obvious where the supply is coming from and delaying the rerate.
Opinion