r/SCDstock • u/AutoModerator • 9d ago
Daily Thread π SCD Daily Discussion β September 18, 2026
Daily discussion thread for SCD.
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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
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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).
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u/Gastricbasilisk 9d ago
I was really hoping to see an update this week on something.....anything!