A Mega Mine, NSW lateritic clay belt, page-97

I've listened to Kaiser a few times, and consider him kind of an oddball. He makes some very interesting and insightful comments and has a lot of experience and inside understanding, but sometimes I feel he goes off the deep end on tangents and things that don't matter very much; and he is also clearly biassed, in my opinion, in favor of SCY. From what I have heard, he is long SCY, and I have heard interviews of him where I believe his objectivity is affected on account of it.

For example, in the present interview, he said he thought it was a positive for SCY that Clean Teq would be stockpiling scandium, because then off-take partners for SCY would have supply security from CLQ, in the event SCY failed ! This is convoluted. Why wouldn't someone looking for scandium go to the project that has a ready supply of it to begin with ?

He also said that short-term, Clean Teq was "ceding the field" to SCY for early scandium off-take. He expressed the opinion that Clean Teq had a relationship with Chinalco, for long-term research that would not figure in the early game on scandium. I disagree and would go head-to-head with him on this:
I predict the opposite, that CLQ will land scandium off-take before SCY. "Dr. Scandium", Tim Langan, is on the CLQ payroll and is working with Chinalco; and the research agreement is for two years, so things should come of it before Sunrise is commissioned.

Kaiser did have some good points I agree with. He said he believes CLQ will be funded primarily from Chinese sources; he sees scandium as a driver (though this might be because of his bias to SCY).

As far as the relevance to PGM: Kaiser is very bullish on scandium, more so than most analysts I have heard; and I am also, though for scandium in the ground, I like the intrinsic value at PGM and its proximity to the CLQ autoclaves. At the moment I have no interest in SCY.