Scandium, Cobalt, and Water Purification: Clean Teq Holdings,Volume 2, 2018

By hendrixnuzzles, January 31, 2018

2017 was a year of tremendous accomplishment for Clean Teq Holdings in every respect.

We saw remarkable achievements in mine construction, in finance, and in market development, with landmark contracts in every business segment;

We saw a complex business appear as if by magic, including business offices on four continents, and the launch of business website in the water division;

We were informed of superb existing and newly-formed strategic partnerships,
with the likes of Airbus, Peng-Xin Mining, Chinese state and power entities, Chinalco, and Multotec;

We were witness to a major off-take agreement with a leading battery manufacture;

We learned of an astute acquisition of a controlling interest in a VRB business by Mr. Friedland;

We learned of deep and valuable research and development support at prestigious universities and manufacturers;
and we became sure of unseen low-cost manufacturing contacts and alliances.

And oh-by-the-way, we got a listing on the TSX.

The company inspires confidence and optimism. Robert Friedland has a deep long-term strategy, and he knows what he is doing.
I am not sure what is more impressive: His strategic vision, or his managerial talent in executing it.

Clean Teq is a company that is worth following. It is by far my largest position.
There are a lot of companies with good concepts. But Clean Teq has a deep and brilliant strategic concept which is at the heart of major world trends; a revolutionary technology; and a management that executes flawlessly.
**
GOING FORWARD: SUITABLE TOPICS FOR THIS THREAD

1. CLEAN TEQ HOLDINGS, CLEAN TEQ WATER, and their interests, or related companies.

2. Miners and producers of COBALT, VANADIUM, SCANDIUM; also nickel, zinc, graphite, lithium, rare earths, silica, and manganese.

3. WATER PURIFICATION, especially when tied into mineral extraction therefrom.

4. “TECHNO MINERS” and other innovators in mining and material extraction

See notes below on thread and topic overlaps, which are unavoidable.
**
One year ago this week, I wrote an article on Clean Teq Holdings. It was a speculative company, but
one with a visionary and proven leader, dramatic potential in specific, attractive commodities,
innovative methods and IP for mineral extraction, and big ambitions in water purification.

Clean Teq Holdings defied easy categorization, and continues to do so.
One year later, Clean Teq has not disappointed. Clean Teq has exceeded all reasonable expectations.
**
If you need background on Clean Teq, I refer you to the predecessor of this thread: “Scandium, Cobalt,
and Water Purification: Clean Teq Holdings”, where you will also find the guidelines and rules for this
thread; and to the Clean Teq and Clean Teq Water websites, which warrant close examination.

OUR BIAS AND BASIC VIEW
This thread is for those who believe in the coming EV wave, light weighting of transport, and most importantly,
in the importance of energy storage and batteries of all scales;
and also, it is for those who believe that the disruptions caused thereby will be rapid.

Because of this opinion, it follows that the existing viable battery technologies and the materials needed
for them are important. We anticipate rapid change; we subscribe to the Tony Seba “Disruption Scenario”,
that suggests disruptiv changes are occuring faster.
If you disagree with the Disruption Scenario, or the eventual proliferation of EVs,
that is fine; but please do not debate it on this thread. The thread is for those who believe in the future of battery power,
and in the immediate opporunities in commodities related to batteries and energy storage.
We will be able to see in shortly whether we are right or wrong in this belief.
If it takes longer than we think, we will complain about ”being early.”

My perspective is for the next five years. That is “long term”. This is not a trading thread.
Occasionally short-term opportunities are appropriate to call out,
but short-term trading is not the emphasis here.

On the other hand should restrain ourselves from too much attention
to developments and materials for technologies that are likely to take longer than five years to have an impact.
We are looking for investable ideas, not 10 year forecasts on the Future of Civilization.
So let’s keep it down on hydrogen fuel cells and molten salt batteries for a couple of months.
**
NOTES ON THREAD AND TOPIC OVERLAPS
Our assumption is that Li-NCM, VRB’s, and zinc batteries are going to be the main battery formats purchased,
installed or contracted for in the near-term, hence the commodities needed for them are of interest.

New battery technologies are better discussed on the #batteries thread ,
unless they involve a vertical commodity/battery producer.
We are interested in what is going to have an impact in five years.

For example, if you are convinced that Google is about to conquer the world with a molten salt battery,
then come on over here and recommend Morton Salt as a buy-out candidate.

But debate whether molten salt batteries have a future, and when, on the #batteries thread.

News that shows increasing penetration on solar are relevant,
as they confirm the importance of large-scale energy storage.
But we would like to know who is getting the contracts and what type of battery they are using.

There is going to be some unavoidable overlap. Nickel and manganese sources are swing metals,
sometimes they may be better discussed on the Hard Asset thread as base metals.

If you make a post on the wrong thread, don’t worry too much, there are
no fines or jail time. I do it myself all the time and I understand it can be confusing.
You can also use Travis’ new cross-reference gizmo.

Long $CTEQF $CLQ Clean Teq Holdings

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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1721 Comments on " Scandium, Cobalt, and Water Purification: Clean Teq Holdings,Volume 2, 2018"

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edski
Irregular
569
williamstown
Irregular
172

Yes edski, progressing nicely, the IP Best Battery FGR Asx, still has awhile to go, but at this stage promising.
Currently 4/5 times better than the current market leaders, Skeleton Technologies whose best released UC is 6.7 wh/l.

sarah
Guest
0

Interesting video. The guy (with the worst wig in the world) talks about the battery being used to compliment existing batteries (not to replace them) to achieve acceleration. Sounds a bit like the role existing Hybrid batteries play with petrol for cruising once youve got up to speed.

edski
Guest
0

Yes, I agree it wouldn’t be to replace anything, but in grid situations, instantaneous power is needed for un- interrupted supply.
I believe that this is a part of the chain of operation.

motion
Guest
0

mgx doing r d on vadadium from petcoke.

edski
Irregular
569

$MGX
Here is the link….
you knew the new technologies were going to clean up the brine, so let’s get those extra minerals while we’re at it !
https://www.mgxminerals.com/investors/news/2018/377-mgx-minerals-and-engineering-partner-highbury-energy-announce-r-d-for-petroleum-coke-to-synthetic-crude-oil-gasification-with-vanadium-nickel-cobalt-extraction.htm

Griffin
Irregular
1800
$ECSIF v – eCobalt Provides Construction Update for its Idaho Cobalt Project Highlights of completed works on the mine site to date include: Activation of a manned Security Check Point at the property access road. Moving of over 70,000 tons of crushed aggregate to the mine site for construction activities. Engineering, fabrication and delivery of the Water Treatment Plant (“WTP”). Preparation of the WTP site for building construction. Establishment of a concrete batch plant on site with contractor QA/QC laboratory. Provisions on site for emergency medical services. http://www.ecobalt.com/news/news-releases/ecobalt-provides-construction-update-for-its-idaho-20180712 $ECSIF long
secretsquirrel
Irregular
1095

Mentions CLQ.

New Supply Chain Needed as Congo Cobalt Buyers Face Child Labor Scrutiny

NEWS PROVIDED BY
MarketNewsUpdates.com
11 Jul, 2018, 13:45 BST

http://www.prnewswire.co.uk/news-releases/new-supply-chain-needed-as-congo-cobalt-buyers-face-child-labor-scrutiny-687881481.html

motion
Guest
0

zinx ncx batteris from mgx to b the future now being mfg. see website

rubberworm
Guest
0
renbycage
Irregular
783
These laterite projects are no easy deal. And anyone into cleanteq or the cobalt space has taken a licking this year, ouch. But that is the nature of the beast, in the commodity space. My own hypothesis is the price of nickel and cobalt have to go significantly up from here, over the next 2-5 years, and I’ve said it before, up way higher than anyone is thinking right now. But then low and behold, someone did come out with an article that nickel will double in the next two years. I’m pretty sure the world is going to need… Read more »
sarahh
Member
11

Renby: What/when is the next ardea catalyst?

eagerbeaver
Irregular
412
Renby, I completely agree with everything you say about Ardea’s rich resource, multiple assets, and low market cap. I would also add that it has about $20 million AUD in cash. It has hired KPMG to manage negotiations with interested parties, and its flagship Goongarrie Nickel-Cobalt Project is located in Western Australia in “the tier-one mining jurisdiction of Kalgoorlie, which offers world-class infrastructure in an established mining hub” as they say on their website. Their Goongarrie resource is close to major smelting and refining facilities, some of which are owned by a potentially interested party, BHP. I hold both CleanTeq… Read more »
edski
Irregular
569
motion
Guest
0

buy more stock, this will b huge. im in

tanglewood
Irregular
287

$CLQ Mr. Stockgumshoe, Travis, made a small add-on purchase and had some positive comments;
https://www.stockgumshoe.com/2018/07/friday-file-portfolio-transactions-catch-up-2-sells-5-buys/

edski
Irregular
569

$FLC.ASX (I promise) lp
Recurring Revenue Desalination Project

https://hotcopper.com.au/threads/ann-fluence-wins-first-nirobox-recurring-revenue-desal-project.4305543/?source=email#.W0yaBtVKiM8

Funny that this announcement is not on the Fluence web sight yet. I see that often and am surprised.

edski
Guest
0

#Copper (Since we all know where Cobalt comes from…..)
https://www.bloomberg.com/news/articles/2018-07-16/the-world-s-biggest-miners-want-more-copper-but-nobody-s-selling?utm_source=yahoo&utm_medium=bd&utm_campaign=headline&cmpId=yhoo.headline&yptr=yahoo

I’ve been wondering why there haven’t been any acquisitions in our area of concern myself. Something this big would make one think that the big guyz want in desperately. Maybe after deliberating the situation of Cobalt and Vanadium, they have decided to look a little harder, or maybe not.

Keeping with copper and selling off the rest has worked well for them so far. We’ll see…..

rubberworm
Guest
0
renbycage
Irregular
783
I completed a position in Cell Cube Energy Storage Systems [CECBF], Canadian vanadium play. I mentioned this a week or two ago, but thought I missed it, as they announced a spin off of their mining division, and the price spiked up. As it turned out, the price came back down to my entry point [between 22 -23 cents], and investor relations said I would still be eligible for the spin out shares, as the board will be voting on those in the fall. They are fully vertical with vanadium, and have products of all sizes [vanadium redox batteries for… Read more »
renbycage
Irregular
783

ARFFF up 27% in 5 days for me since I tripled my position with CTEQF money sold at 69 cents. I think I saved my year with that move, but we’ll see what tomorrow brings.

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