vanadium talk, segregated, page-18

Hi Dexter1944,
I hope they add it to the DFS, and Platinum too. In the case of Scandium, I don’t think they will unless they secure some offtakes before the DFS is released.
At this stage there’s no guarantee we can sell all the Scandium we produce.

In the PFS back in 2016, they did include a scenario where Scandium was included in the NPV calculations (p.16). They assume $1,500US a kilo and production of 50tpa. Including Scandium could potentially bring in an extra $100mAUD per annum. It improves the NPV in the PFS by 37%, so there is no doubt that if we can secure some good offtake deals for Sc., share price should re-rate a lot higher to reflect both the additional revenue and the de-risking of the project.
All IMO.

http://clients3.weblink.com.au/pdf/CLQ/01786208.pdf