Really? I doubt this happened. I think it was mentioned and all the nio guys overreacted. "Relentlessly bash?" There is only a few SCY shareholders and there isn't even a CLQ board. I think what you meant by that extreme hyperbole is that one or two SCY and NB shareholders pointed out (once or twice to deaf ears) that using a more realistic, conservative estimate is better than $2000+ or whatever their number was. If nio gets $3k/kilo, all the power to them, but I don't think that is likely nor is it conducive to long term supply and demand. The sweet spot for scandium is probably around $1000/kilo or less with the first couple of years of production at slightly higher costs. Scandium is expensive and from what I can tell its cost benefit goes down the crapper over $2000/k. It is hard to sell an alloy additive to a jet maker if a small bit of that additive costs more than all of the aluminum in the jet.
So? Are third parties doing estimates on thin, opaque markets always 100% accurate and infallible? Of course not. I am a third party and I have done a lot of research and I think the NB scandium story is not impressive when compared to a pure scandium junior. Niocorp is a good company but it is a niobium company and isn't the best scandium play despite what the innumerable niocorp fanboys will say.
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