"The story has attracted market skepticism from investors who cannot understand that demand in the case of scandium is a function of supply that has been forever constrained because scandium does not easily concentrate to form mineable ore. They also do not understand the transformational impact a potentially unlimited supply of scandium oxide at a stable price, such as is currently the case for niobium, would have on demand for aluminum-scandium alloy materials. The Nyngan and Syerston deposits are large enough to each produce 200-300 tonnes of scandium oxide annually. So imagine future production capacity expansions to this level supporting $200-$400 million annual cash flow for each operation? What would that make each company worth?"
To Understand Tesla is to Start to Understand Scandium;
