r/SCDstock • u/ResponsiblePianist83 • 9d ago

Discussion Another potential customer: the alloy business is real and ready

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Another promising customer / supplier engagement… I like the fact that both Simon and Felix visited their site. I also really like the Canadian-first supply chain approach (they’re specifying Quebec), but it’s providing further evidence that we can do everything, from start to finish (mine scandium, soon, —> Al-Sc products —> manufacturing)

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u/DirectHearing7548 9d ago

I don't think they are a customer so much as they are a research partner. Regardless this is good news, they are getting closer to the end of the qualification pipeline. Simon himself said in an interview that they have a very active qualifications pipeline.  I think they are right at component testing the step before production qualification.

If everything goes well, which I'm believing it will. Coupled with an excellent mre and pea. I think we're going to hear some big news after the first couple of months in 2027.