Well it never occurred to me that ARV might claim all or part of the SDH1 against the MM earn-in. I don't think they will, but you never can tell in this game, specially as, all IMO, ARV have themselves been dudded by Novo over that $2m earn-in.
I call PGM a buy for action in 2019 >>- but not as yet. Main problem is that Scandium is not yet hot (ie not like Li or Co or Cu) but it will be in time because by lightening structures like airframes and automobiles it becomes a new-age carbon saving material too.
I reckon AUZ will call the shots here, when their JV with a UK based metallurgy research company produces an Al .2Sc alloy. Or similar!!
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