Hunterbrook is one of the few short sellers that actually puts out good content. I respect them and the'y usually right as shown in the below graphicBut they're wrong on $BEThe whole report boils down to: Bloom buys scandium from China so China has an off switch.The patent math is the whole thesis and it's wrong. The 220-ton demand number comes from scandium loadings in $BE patents. Patents disclose broad ranges to protect intellectual property, they are not the production formulation. Per Bloom

Again, within the current structure of Nigeria’s federal democratic system, electing visionary Governors is just as critical, if not more consequential to our daily lives than expending all our energy on who becomes President. This is not to diminish the importance of the Presidency, which remains indispensable for national security, foreign policy, macroeconomic direction, and overall national leadership. However, meaningful and sustainable progress cannot be driven from the centre alone. Real