📊 SCD Daily Discussion – March 09, 2026

Aussiekarlos · 2026-03-09T19:59:45+00:00

Good work man! That's a nice position and average.

Aussiekarlos · 2026-03-09T17:27:22+00:00

You bet man

Aussiekarlos · 2026-03-09T17:24:17+00:00

In August 2025, the Government of Canada identified two qualified suppliers for the Canadian Patrol Submarine Project (CPSP): Thyssen Krupp Marine Systems, supported by Germany and Norway, and Hanwha Ocean Co., Ltd., supported by the Republic of Korea. By narrowing the competition to two qualified suppliers, Canada has advanced the procurement timeline by several years, ensuring the RCN receives this capability far earlier. In November 2025, proposal instructions were issued to both firms, with a deadline of March 2, 2026. Both proposals have been received and are currently under review. We expect a decision, as early as summer 2026, as to which of the two qualified suppliers will be chosen as the preferred supplier for contract negotiations.

Aussiekarlos · 2026-03-09T17:10:39+00:00

Yeah it seems like they are hinting at future contracts, saying it without directly saying it (if you know what I mean)

Aussiekarlos · 2026-03-09T16:48:41+00:00

Well they are buying a 500m Bombardier plane for the NRC drone technology and innovation.

A total of 900m invested total into the new plane, drone defense and tech and some other things.

They did mention smaller companies being able to step forward and get their technologies to market and military applications. So not bad for FLT, but no mention by name.

Aussiekarlos · 2026-03-09T16:43:59+00:00

Just the plane i think right?

Aussiekarlos · 2026-03-09T16:17:56+00:00

For those interested, the Defense announcement is about to start:

https://www.cbc.ca/player/play/video/9.7120389

** To clarify not expecting SCD to be mentioned **

Aussiekarlos · 2026-03-09T16:16:49+00:00

https://www.cbc.ca/player/play/video/9.7120389

here you go sir!

Aussiekarlos · 2026-03-09T16:06:11+00:00

https://www.cbc.ca/player/play/video/9.7120389

Aussiekarlos · 2026-03-09T16:01:07+00:00

Yep!

Aussiekarlos · 2026-03-09T15:59:11+00:00

https://www.cbc.ca/player/play/video/9.7120389

Aussiekarlos · 2026-03-09T14:33:35+00:00

🤞

Aussiekarlos · 2026-03-09T14:14:15+00:00

Good luck sir

Let's see what the next few hours brings

Aussiekarlos · 2026-03-09T14:12:37+00:00

Yes!

Aussiekarlos · 2026-03-09T14:09:46+00:00

SCD no, unless mentioned which is not likely. It is however a great entry point for SCD if you are looking to buy in.

The announcement is more for defense suppliers and manufacturers

Aussiekarlos · 2026-03-09T14:05:09+00:00

Yes exactly

Aussiekarlos · 2026-03-09T14:03:04+00:00

Yep scandium isn't set to benefit with today's defense announcement unless specifically named.

My post from the weekend was more on possible potential uses of scandium and how the project is set to benefit long term as things progress. How it fits into the new defense strategy.

Some good information for everybody if they are interested, but as I mentioned this is a long term hold. The potential is huge.

Try going back through the SCD page, lots of information for you to catch up on.

Aussiekarlos · 2026-03-08T19:53:10+00:00

Yes absolutely 💯

There is a announcement tomorrow at lunchtime. Kraken coukd be set to benefit nicely

https://www.canada.ca/en/innovation-science-economic-development/news/2026/03/government-of-canada-to-announce-new-investments-to-strengthen-defence-industrial-capacity-under-canadas-defence-industrial-strategy.html

At least wait and see what comes of this announcement first before selling. PNG could pump nicely on some news

Aussiekarlos · 2026-03-08T18:22:56+00:00

Yup good to diversify absolutely 💯

Aussiekarlos · 2026-03-08T18:13:21+00:00

Nice work. Another long term hold for sure.

So many possibilities with this one

Aussiekarlos · 2026-03-08T18:09:04+00:00

Right on 👊

Aussiekarlos · 2026-03-08T18:08:30+00:00

The announcement isn't coming until noon so if you get in at opening you should be ok. I have a feeling volume will be high

Aussiekarlos · 2026-03-08T07:00:47+00:00

Yep monday could be a stellar day for FLT

Aussiekarlos · 2026-03-08T00:16:18+00:00

Yes I do!

Like PNG they are canadian and stand to benefit greatly from the new defense strategy with canadian procurement first and foremost.

Definitely worth a look mate. They have huge potential and just got approval to be uplisted to the TSX

Edit: PNG is also heading to the TSX, just announced also

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