The issue is the scandium market is quite small so assuming...

The issue is the scandium market is quite small so assuming prices is quite difficult. There are a number of mines like ARL where scandium is the byproduct (you lads might be familiar with one in qld, but chances of that getting off the ground are very low) and the potential to disrupt global supply is easy.

On the flip side, I've read that scandium alloys becoming more mainstream would be the result of a lower scandium price so dropping the price on it to ensure all the product gets sold at a consistent price would be good both for ARL but also the global EV trend. There's a bunch of fancy stuff one can do with scandium to reduce weight in cars...thereby increasing range and consumer adoption.

What's really crazy is a potential nameplate increase combined with the extra years of mine life. We likely don't need 80+ years of mine life, but imagine 40 at double the output at one point. That would be something along the lines of 1.6b EBITDA a year if we go off existing figures.

Love your posts keep it up!