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Wednesday, 06/20/2018 2:29:12 PM

Wednesday, June 20, 2018 2:29:12 PM

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Some thoughts on a suny afternoon.. after a glass of red wine...

IBC news about Scandium tests.
Important isue because when the tests are ok they can think about special products...
They have a lot of clients and a lot of knowledge of alloys, good contacts and they know the market...
The last pp made it possible to streamline processes ....

Nio has the ore and the knowledge about mining and “cleaning” the materials...

So the verticle line is perfect....and the profit stays within both companies...as Mark insinuated.....

So in my opinion we will not see a take off of scandium or at the mist only one or some small ones. The mainstream will go to IBC...

I hope they don’t melt the companies to one in the near future..let both companies do where they are good at.....than they both have there hands full (dutch expression ha ha)

It reminds me of the start of the Philips company in Eindhoven with there light bulbs (no tulip bulbs).

One of the guys did the sales and the other one the production. Every end of the day there was the “battle” if the sales guy sold more then the product guy produced or the other way around.....its a true story....
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