Bullish thesis on Scandium Canada, arguing Western demand for scandium and its Crater Lake project will drive institutional buying and a higher share price.
SCD.V — LONG The author argues Scandium Canada holds North America's largest primary scandium project (Crater Lake) while nearly all global scandium supply comes from China and Russia. As Western demand from fighter jets, EVs, and 3D printing grows, companies like Boeing or Tesla would need a secure non-Chinese supply, forcing them to Crater Lake. The author claims institutions are preparing to buy ahead of a supply crunch, which would spike volume and price, targeting $1 within a few months. Main risk implied is the speculative, pre-revenue nature of the thesis.
Scandium Canada has the biggest primary project in North America called Crater Lake, so when the big companies like Boeing or Tesla need a safe supply, they will have to look here.
This Reddit post, published January 15, 2026, features u/EmbarrassedComposer4 discussing SCD.V. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/EmbarrassedComposer4 · Tickers: SCD.V