John Kaiser: ‘There’s an Enormous Latent Demand for Scandium’

At the 2015 PDAC International Convention, Trade Show & Investors Exchange, Resource Investing News spoke with John Kaiser of Kaiser Research about his outlook for scandium and the broader metals markets.

Kaiser is bullish on scandium, and spoke about what’s driving his predictions for the metal. While he admitted that there’s currently only about 10 tonnes of supply of the obscure metal, he pointed out that there’s more than just 10 tonnes of demand.

“There’s an enormous latent demand for scandium if it ever became available on a primary, scalable basis,” he said, adding that hundreds and thousands of patents have been filed regarding scandium. With big deposits being found in Australia, the story could become more prominent in the near future, with a market driven by juniors rather than major mining companies.

He also answered some questions raised by readers in response to an article on his recent presentation at the Vancouver Resource Investment Conference in January, and spoke about Scandium International Mining (TSX:SCY), which he owns shares in and sees as the most advanced player in the space.

In terms of other metals, Kaiser said he favors zinc and diamonds, and while he realizes copper has had some troubles, he suggested it could potentially move higher sooner rather than later.

Click here to watch the full video interview.

Securities Disclosure: I, Teresa Matich, hold no direct investment interest in any company mentioned in this article.

Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

Related reading:

John Kaiser: Scandium is Going to Go ‘Ballistic’

PDAC 2015: Notes from the Floor