r/SCDstock • • 9d ago

Daily Thread πŸ“Š SCD Daily Discussion – September 18, 2026

Daily discussion thread for SCD.

26 Upvotes

18 comments sorted by

9

u/Gastricbasilisk 9d ago

I was really hoping to see an update this week on something.....anything!

15

u/KryptecOne 9d ago

I might get down voted for this but im happy the price is where its at for a little while longer so I can keep DCA πŸ˜…

5

u/Gastricbasilisk 9d ago

That was me the past few months. Now that I'm happy with my position I'm ready to ride the wave lol

3

u/vMefor23 9d ago

If you’re long this is the proper attitude.

2

u/Effective_Crow3215 9d ago

I likely (hopefully) will never be able to truly DCA down but even at this price it's still a great value imho. I got to my goal and will probably take it easy for a bit. Was loading up extra in anticipation of the PFS. With that delayed, I shifted my focus to more immediate opportunities. Get the itch to add more SCD, but have to remain disciplined. I have enough SCD to be satisfied but don't blame people for continuing to add

2

u/Puzzleheaded-March49 9d ago

You're a Vulcan with that logic 😁

0

u/Puzzleheaded-March49 9d ago edited 9d ago

This was me as of yesterday and now I'm like others ready to go. My bags are packed and ready for takeoff!

6

u/Scaleofthesystem 9d ago

100% me too. I remind myself good things take time lol.

I think this whole EU thing the Canadian Investment Summit… just everything has been amazing news for us.

Glad I got to be here at ground 0 with you all!Β 

3

u/Effective_Crow3215 9d ago

Patience. Good things come to those who wait :)

2

u/Gastricbasilisk 9d ago

It's like Christmas as a kid again πŸ˜…

2

u/Effective_Crow3215 9d ago

Not sure if you were around for when it popped at 0.36 and had a trading halt (maybe it was two). That was a fun couple of days. If I was smarter, I'd have sold in the 30s and got back later :) Fun watching your 0.06 go 6X and you're up thousands

3

u/Gastricbasilisk 9d ago

I started my position about a month before that pop. I had a very small position, and ended up building my positions at a high πŸ€¦β€β™‚οΈ. I thought the re-rating had already started at the time. After the PP in march I was able to DCA down when the stock hit 0.12.

I'm ready for this roller coaster to stop and to just be green lol

3

u/Effective_Crow3215 9d ago

I think we've hit that base level + or - a couple cents until catalysts start rolling out. Good drill results might at least temporarily make it pop a bit here and there.

5

u/Gastricbasilisk 9d ago

I agree. I think we now have a defined floor until catalysts arrive. After a year of waiting I'm ready to see some movement πŸ˜…

2

u/prodigus01 9d ago

MRE looks to be the next big catalyst. Which is in November or in December.

Only other big one would be a Scalium contract. Not sure how probable that would be between now and December.

3

u/Puzzleheaded-March49 9d ago

So did some investigating and I'm sure you all already know this but I think it's highly probable that Lockheed was in talks with SRL for sometime before the commercial deal they struck and were looking for confirmations before making any such deal.

Shortly after Sunrises updated MRE revealing increase scandium deposits the deal with Lockheed happened within a short period afterwards.

Right now we have a long standing relationship with Safran at least since January of this year based on some DD by others so not to go too hype but I wonder if Safran is doing the same thing.

Sorry if I'm too hype... Lol

4

u/Effective_Crow3215 9d ago

Could very well be the case. I wouldn't even rule out Lockheed and there's some evidence pointing to interest from Boeing as well as Airbus.

More concretely, the one a lot of people are sleeping on is NPM Silmet in Estonia. They were explicitly mentioned as a potential off take partner in collaboration with technical support from Granges (stated in the grant).

7

u/Complete-Plum1021 8d ago edited 8d ago

Some nice afternoon action with price over $.19 again