This promotional report from the Grey Swan Investment Fraternity argues that scandium, a rare metal used in aerospace alloys and 5G components, is strategically important and largely controlled by China. It profiles Sunrise Energy Metals, an Australian developer of the Syerston Scandium Project in New South Wales, which it describes as a rare non-Chinese source. The report cites a 2026 feasibility study projecting about 60 tons per year of scandium oxide, a reported $120 million development capital cost, and a conditional U.S. Office of Strategic Capital debt commitment of up to $400 million. It also notes a Lockheed Martin option on part of planned output and an expected final investment decision. The report recommends accumulating shares up to $10.00, but its projections depend on assumed prices and unfinished financing.
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