I had come to accept that SCY was always going to be first. They are called Scandium International in fairness. haha. But they also were always touting themselves as going to be the first.
If it makes you feel any better Shar, they have long been envious of Platina and Clean teq's land and he came out in an interview and said his biggest regret was not securing more ground. I always look at that as a nod towards our holdings.
My predictions for the order in which asx Scandium plays make it to market are as follows:
- SCY - 2019
- PGM - 2nd half 2019
- CLQ - 2021 or later (They are obviously building a cobalt focused mega mine so I doubt they are too concerned with being first.)
I realise AUZ are in the race as well but I haven't put them in there because I'm not sure about them. I don't think Flemington will ever produce Scandium oxide under AUZ, but I think they stand a chance with Sconi. I have questions surounding the entire workings of AUZ at the moment based on some of the things that happened at the AGM which makes me unsure about their long term intentions in general.
Nice wee jump to 19c this morning.
Cheers,
DMac
