I am with Sally on this. Corey knows nothing about scandium and will be on a huge learning curve when he finally gets on board. RM had educated himself about scandium, but he is gone, along with his expertise. His Chinese contact, Grace Deng, not longer works for PGM. Dr Hardly knows the scandium business as it relates to fuel cells, but the rumour is "do not expect him to open doors back at Bloom Energy". PGM appears to have put very little effort into market development in the aluminium industry, in stark contrast to the very public efforts CLQ and SCY seem to have put in. The aluminium industry does not want scandium oxide. And what product does the proposed Owendale plant make? SCY, AUZ and CLQ all understand this and have started activities in master alloy production.
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