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Tuesday, 05/05/2015 12:46:30 AM

Tuesday, May 05, 2015 12:46:30 AM

Post# of 264
New informative interview. http://www.resourceinvestor.com/2015/05/04/why-everyone-talking-about-scandium

It has some detailed summaries of SCY and their competitors. The author seems to favour Metallica, although I don't agree that they are the most advanced nor do I think they will beat SCY to production.

I'd like to note too that the intercept lengths at Nyngan are exceptional and in many cases many times their peers. We need both grade and length to map out large tonnages and SCY has both in abundance, low costs, and an ultra conservative economic estimate.

I was interested DNI too, it's up a couple hundred percent the past couple months (added to my watch-list at 6 cents) and is based in Alberta so I might go check them out in person. $400 billion in scandium in my backyard might be something worth looking into.

I think the best way to play the coming scandium bubble is to own a basket of the most advanced scandium companies with an overweight ratio of SCY and then trade out on the spikes and use the volatility to accumulate more of the plays that are most likely to succeed and hold those long term. I believe it will be SCY leading the pack and that there will be a horde right behind them.