Bottleneck
Are we betting on too young of a horse? SCD has the big problem of needing a 200km highway to be built that hasn’t had nearly enough funds directed towards it. I wonder how long that might take. Don’t get me wrong, I believe in this stock massively but might it be possible that the infrastructure doesn’t get built up enough to enable SCD to deliver in time for newer energy needs?
What do you all think? I see different deals and talks being made with other companies and I’m not an executive in this of course but I’d imagine different governments and companies in like aero, transport, defense and them all being like “oh you’ll have production in a decade? Okay that hurts timelines”
Maybe I’m overthinking, as a new paradigm shift in minerals might mean scandium becomes useful forever, idk but I’m bullish yet skeptical