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Re: Smokinjoe36 post# 62155

Saturday, 06/13/2020 5:11:48 PM

Saturday, June 13, 2020 5:11:48 PM

Post# of 113401
I’m using the most relevant assumptions out there. Go ahead and email the IR rep of any of those companies and ask for their current pricing predictions. Hint: they haven’t changed. If anything they’ve gone down.

The USGS prices today vs the prices with 5-20x supply is comparing apples to oranges.

Why are people using pricing for a single gram or a single kg to suggest it’s relevant pricing for all of NB’s 100 tpa?

The challenge remains, show me one third-party reference of Matheson being a scandium expert that isn’t simply a rehashed statement from a NioCorp PR. I’ll open it up further: Find a single reputable source not tied to Matheson or NioCorp that suggests anything near $3500/kg as a future price at 100 tpa.
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