Posted by kalkgrun on 13th of May 2026 at 11:20 am
I've got a spec play in my RE Basket
Sunrise Energy Metals (OTC: SREMF, ASX: SRL) is essentially a
critical minerals developer focused on scandium, nickel, and cobalt
projects in Australia. Their big thesis is becoming a
Western/non-China supplier of specialty metals used in aerospace,
defense, EV batteries, advanced alloys, and high-performance
electronics.
Pure-play scandium story in Australia. Scandium market remains
tiny globally and demand has not materialized at the scale needed
to justify this valuation. Retain as a watch position only —
aerospace/defense upside is speculative. Weakest conviction name on
this list.
Scandium market is still very thin. Australian explorer — not a
U.S. policy beneficiary. Years from production. No analyst
coverage. Weakest macro tailwind of all names here.
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SREMF
Posted by kalkgrun on 13th of May 2026 at 11:20 am
I've got a spec play in my RE Basket
Sunrise Energy Metals (OTC: SREMF, ASX: SRL) is essentially a critical minerals developer focused on scandium, nickel, and cobalt projects in Australia. Their big thesis is becoming a Western/non-China supplier of specialty metals used in aerospace, defense, EV batteries, advanced alloys, and high-performance electronics.
Pure-play scandium story in Australia. Scandium market remains tiny globally and demand has not materialized at the scale needed to justify this valuation. Retain as a watch position only — aerospace/defense upside is speculative. Weakest conviction name on this list.
Strengths
Unique scandium scarcity angle. Multi-metal asset (nickel, cobalt). Potential aerospace/defense upside if scandium demand arrives.
Weaknesses
Scandium market is still very thin. Australian explorer — not a U.S. policy beneficiary. Years from production. No analyst coverage. Weakest macro tailwind of all names here.