1/23🧵
What is scandium (Sc)?
Why is it a game changer & EXTREMELY significant to $DBG.V / $DBLVF (imo)?
#StocksToBuy #stockstowatch #mining #stocks #scandium #Commodities #investments
What is scandium (Sc)?
Why is it a game changer & EXTREMELY significant to $DBG.V / $DBLVF (imo)?
#StocksToBuy #stockstowatch #mining #stocks #scandium #Commodities #investments
2/
It is on the Canadian & US lists of Critical Metals
"are the building blocks for the clean and digitized economy"
"play a significant role in our national security, economy, renewable energy development and infrastructure"
nrcan.gc.ca/our-natural-re…
usgs.gov/news/national-…
It is on the Canadian & US lists of Critical Metals
"are the building blocks for the clean and digitized economy"
"play a significant role in our national security, economy, renewable energy development and infrastructure"
nrcan.gc.ca/our-natural-re…
usgs.gov/news/national-…
3/
Sc prices:
The price varies depending on which compound it is
Sc FL compound is said to be ~US$277/gram!
For comparison gold is only worth ~US$58/gram
pubs.usgs.gov/periodicals/mc…
Sc prices:
The price varies depending on which compound it is
Sc FL compound is said to be ~US$277/gram!
For comparison gold is only worth ~US$58/gram
pubs.usgs.gov/periodicals/mc…
4/
Sc Uses
Principal uses:
aluminum-scandium alloys & solid oxide fuel cells (SOFCs)
Other uses:
included ceramics, electronics, lasers, lighting & radioactive isotopes
Sc Uses
Principal uses:
aluminum-scandium alloys & solid oxide fuel cells (SOFCs)
Other uses:
included ceramics, electronics, lasers, lighting & radioactive isotopes
5/
Sc demand is set to explode due to use in EVs.
When mixed with aluminum it makes a very strong light weight metal which makes EVs lighter & increases their range.
With EVs, range is everything!
Higher range = less CO2 from less charging
Sc demand is set to explode due to use in EVs.
When mixed with aluminum it makes a very strong light weight metal which makes EVs lighter & increases their range.
With EVs, range is everything!
Higher range = less CO2 from less charging
6/
Current Sc market is small due to the small quantity being mined.
Once supply increases, so will demand & it will be widely used due to its benefit to the EV market
As of this year, North America finally has 1 Sc producer
China is the biggest producer of Sc in the world
Current Sc market is small due to the small quantity being mined.
Once supply increases, so will demand & it will be widely used due to its benefit to the EV market
As of this year, North America finally has 1 Sc producer
China is the biggest producer of Sc in the world
9/
Rio Tinto mkt cap ~C$116 BILLION
Has a monopoly on NA Sc prod
Rio Tinto wants to become a key supplier in global Sc mkt
To become a key global supplier, will it need more Sc? Will it protect its monopoly?
Will another Major want in on this new exponentially growing mkt?
Rio Tinto mkt cap ~C$116 BILLION
Has a monopoly on NA Sc prod
Rio Tinto wants to become a key supplier in global Sc mkt
To become a key global supplier, will it need more Sc? Will it protect its monopoly?
Will another Major want in on this new exponentially growing mkt?
13/
Co said they're confident its break thru, unique 1 of a kind extraction process will produce all Sc salts incl Sc FL (US$277/gram) w/ only limited additional costs
3D IP target tonnage ~4 BILLION tons
even reduced by 50% it is....
2 billion tons = 2,000,000,000,000,000 grams
Co said they're confident its break thru, unique 1 of a kind extraction process will produce all Sc salts incl Sc FL (US$277/gram) w/ only limited additional costs
3D IP target tonnage ~4 BILLION tons
even reduced by 50% it is....
2 billion tons = 2,000,000,000,000,000 grams
14/
15/
24 Oct News
Doubleview Achieves 89% Scandium Extraction from Metallurgical Tests on Flotation Tailings from the Hat Deposit Core Samples
doubleview.ca/doubleview-ach…
24 Oct News
Doubleview Achieves 89% Scandium Extraction from Metallurgical Tests on Flotation Tailings from the Hat Deposit Core Samples
doubleview.ca/doubleview-ach…
16/
99.5% of the Sc associated with the gangue minerals reported to the flotation tailings.
Sc recovery is already at 89% at the flotation tailings & is said that it should increase once optimized.
Every drill hole in the deposit has consistent Sc & sometimes higher grade Sc
99.5% of the Sc associated with the gangue minerals reported to the flotation tailings.
Sc recovery is already at 89% at the flotation tailings & is said that it should increase once optimized.
Every drill hole in the deposit has consistent Sc & sometimes higher grade Sc
17/
Sc grade used in the test was 65 g/t.
from 9 Aug 22 PR "Assay data and metallurgical testwork has indicated that the Hat deposit contains scandium at elevated levels of 45 ppm to 50 ppm twice that normally found in crustal rocks"
50 ppm = 50 g/t
Sc grade used in the test was 65 g/t.
from 9 Aug 22 PR "Assay data and metallurgical testwork has indicated that the Hat deposit contains scandium at elevated levels of 45 ppm to 50 ppm twice that normally found in crustal rocks"
50 ppm = 50 g/t
18/
Andrew Carter of Coffey, Tetra Tech has been doing the metallurgy for about 1.5 yrs & has been signing off on the metallurgy press releases
He is the Technical Director of Coffey Geotechnics Limited
Tetra Tech mkt cap ~US$7.25 BILLION
uk.linkedin.com/in/andrew-cart…
Andrew Carter of Coffey, Tetra Tech has been doing the metallurgy for about 1.5 yrs & has been signing off on the metallurgy press releases
He is the Technical Director of Coffey Geotechnics Limited
Tetra Tech mkt cap ~US$7.25 BILLION
uk.linkedin.com/in/andrew-cart…
19/
More metallurgy results are pending (been ongoing for 1.5 yrs)- recoveries of new metals, optimized recoveries, etc.
Possible spoiler alert- due to the composition of the ore, I believe all metals will be recoverable imo
Drilling is ongoing (started in May)
Assays pending
More metallurgy results are pending (been ongoing for 1.5 yrs)- recoveries of new metals, optimized recoveries, etc.
Possible spoiler alert- due to the composition of the ore, I believe all metals will be recoverable imo
Drilling is ongoing (started in May)
Assays pending
20/
DBG's deposit is a porphyry system which is typically gold/copper but it has many other metals
Let's not forget the possible value of the large amount of recoverable gold, copper & cobalt
Future thread on possible amount of copper & gold to come
doubleview.ca/independent-te…
DBG's deposit is a porphyry system which is typically gold/copper but it has many other metals
Let's not forget the possible value of the large amount of recoverable gold, copper & cobalt
Future thread on possible amount of copper & gold to come
doubleview.ca/independent-te…
21/
With the potential value of all the economically recoverable metals the deposit contains including the significant amount Sc can add, there are so many reasons why I've been a long term patient & extremely excited shareholder.
The mkt is finally starting to notice it.
With the potential value of all the economically recoverable metals the deposit contains including the significant amount Sc can add, there are so many reasons why I've been a long term patient & extremely excited shareholder.
The mkt is finally starting to notice it.
22/
With the green energy transition coming full steam ahead, Majors NEED more critical metal projects (supply deficits are expected on many)
I believe DBG is the largest, most unique, most desirable poly-metallic deposit in a tier 1 jurisdiction not yet in the hands of a Major
With the green energy transition coming full steam ahead, Majors NEED more critical metal projects (supply deficits are expected on many)
I believe DBG is the largest, most unique, most desirable poly-metallic deposit in a tier 1 jurisdiction not yet in the hands of a Major
23/
Thank you for reading.
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Thank you for reading.
If you want to remain updated on DBG or want more research content on it, please follow me & also subscribe to my website (FREE just requires name & email address):
Independent & NOT sponsored by companies!
theshareholderreport.com/company-profil…
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