Why are Sunrise & Scandium waking up?

Why did Sunrise Energy Metals jump this week?

(YouTube Audio)

Sunrise Energy Metals Ltd (SRL-ASX): Bottom-Fish Spec Value rated Favorite

Sunrise Energy Metals Ltd was made part of the 2025 KRO Favorites Collection because it owns the biggest and richest scandium deposit in the world, is controlled by Robert Friedland who raised an spent over $200 million on the Sunrise nickel-cobalt project as an energy transition strategy that is dead for now, and showed signs last year that is was pivoting back to developing the Syerston scandium deposit within the Sunrise project. The stock had sunk to bottom-fish levels because the market understood that clean nickel cannot compete against dirty Indonesian nickel supply bankrolled by Chinese money, and that cobalt was being pushed out of lithium ion batteries even as Congo was ramping up supply, again with the help of Chinese money, to such an extent that Congo suspended exports last month to allow global inventory to be drawn down and the price to rebound.

KW Episode January 15, 2025 provides an explanation why I think Sunrise Energy is the best candidate to emerge as the dominant global scandium producer despite Rio Tinto's efforts to achieve that goal, but the "missing piece" remained, how do you crack the chicken and egg problem, namely, how do you bankroll a scalable primary scandium mine without binding offtake orders to make funding CapEx justifiable, and who would sign a binding offtake agreement for a metal that has never been produced at primary scale?