Absolute garbage your argument is built on a combination of oversimplification, condescension, and a disregard for the actual progress in the scandium market, all while offering no real substance or analysis itself. Here's why it falls apart:
To say investors are betting on the "wrong donkey" when it comes to scandium reveals a **complete misunderstanding of emerging markets** and how critical minerals develop over time. Scandium is not some speculative side project—it's a **critical material** with growing demand, particularly in high-tech industries like aerospace, automotive, and energy storage.
While it may not yet be a widely produced or traded commodity like copper or lithium, it is precisely the **early-stage development** of the scandium supply chain that presents huge potential for companies like Rimfire.
Investing now isn't about gambling on a specifically commodity; it's about **positioning for the future** when demand for scandium increases as technology evolves and industries shift toward lighter, stronger, and more sustainable materials.
The reference to "if scandium ever comes in" suggests that the author is either unaware or deliberately ignoring the fact that scandium is already **in demand** in certain niche sectors, with **growing applications**. Scandium-aluminum alloys, for example, are used in aerospace because of their superior strength-to-weight ratio and resistance to corrosion.
The development of renewable energy technologies and electric vehicles is also driving interest in scandium as a component in **fuel cells** and other advanced technologies. The scandium market is **evolving**, and Rimfire’s long-term play is about being a **first-mover** in securing resources that will be critical in the next wave of technological advancements.
Telling others to "do some analysis" or start with "mining 101" is nothing more than an attempt to **dismiss** serious investment discussions with a patronising tone tone, rather than addressing the actual fundamentals of scandium as a mineral resource.
If anything, **Mining 101** teaches that emerging commodities like scandium are often undervalued in their early stages, and that those who secure resources and start exploration early often stand to gain the most as the market develops.
The long-term value lies in acquiring strategic assets before the broader market recognizes their importance, and scandium is no exception.Finally, the lack of any **substantive analysis** your position is based more on skepticism and dismissiveness than any real understanding of the industry or its dynamics.
Rimfire has already made significant progress in advancing its scandium projects, with JORC-compliant Mineral Resource Estimates (MREs) at Murga North and Melrose, and a well-defined path to further resource expansion.
These aren’t speculative pipe dreams—they are the **foundational steps in resource development**, something anyone with even a basic understanding of mining would know, this argument tries to dismiss serious opportunities in scandium by oversimplifying the situation and mocking those who are investing based on long-term strategic thinking. It fails to recognise the growing importance of scandium, offers no real analysis, and relies on a patronizing tone to distract from the lack of substance.
Rimfire’s strategy is grounded in **real progress** and **future-focused opportunities**, not speculation, and dismissing that is simply short-sighted.
RIM Price at posting:
5.0¢ Sentiment: Buy Disclosure: Held
