The author shorts SCD on weak cash, overhyped scandium, Russian supply dominance, and Rio Tinto competition.
SCD.V — SHORT The author argues SCD (Scandium Canada) is heading to zero because it is cash-poor, with roughly $400k cash in late 2025 and a January 6 debt payment made with stock, confirming a weak balance sheet. He sees scandium demand as overhyped, with competing aluminum mixes using zirconium and erbium reducing the need for scandium, and notes major producer Rio Tinto would dominate any needed Canadian scandium extraction. He believes Russian interests are hyping scandium because Russia holds the most scandium, making the investment case fragile.
In the exploration business cash is king, as of late 2025 they only had 400k cash. On Jan 6 they had to pay off debt with stocks confirming that they are indeed cash poor.
This Reddit post, published January 20, 2026, features u/Foreign-Policy-02- discussing SCD.V. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Foreign-Policy-02- · Tickers: SCD.V