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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Gr8Full!
Irregular
11340

Matt Bohlsen: Cobalt Miners News For The Month Of September 2018
Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BPLNF, BRCSF, BRVVF, BXTMD, CBBHF, CBLLF, CMCLF, CSSQF, CTEQF, ECSIF, FCX, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GMRSF, HLPCF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, UMICY, USCFF, WCTXF
https://seekingalpha.com/article/4207821-cobalt-miners-news-month-september-2018? #Best2YOU!

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Griffin
Irregular
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$FYI – Cobalt Miners News For The Month Of September 2018 by Matt Bohlsen @SA – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF Summary Cobalt spot prices were slightly down in September but appear to have stabilized just below US$30/lb. Cobalt market news – Any reduction of the cobalt content would likely be far outweighed by a four-to-five-fold increase in demand for batteries. Mining News – “Cobalt heading towards 2020s deficit.” DRC H1 2018 – Cobalt production jumped 37.6% to 52,491 tonnes. Cobalt miners news – China Molybdenum increases net profit by 162.95% year on year. RNC Minerals… Read more »
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rubberworm
Member
186
John
Guest
0

Sallywoofs will be vindicated ever so shortly.

edski
Irregular
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#FYI Just last week Versarian, $VRS:London had an offer to purchase shares at 20% off the closing price on 9/21 with no commission. This was handled thru PRIMARY BID, a “crowd funding” company in London. I never heard of PrimaryBid or anything like this being done, so I sent them a letter asking about procedure, since my “eligibility” test failed. Here is their response: Hi, At the moment you need to be a UK resident to participate but we are looking to expand into Europe please keep an eye out for announcements. thx Terry PrimaryBid Phone: +44 (0) 203026 4750… Read more »
Gr8Full!
Irregular
11340

We think @cleanteq is a sure bet – a once-in-a-generation opportunity..
Here’s why.. via the @The_Oxford_Club
https://oxfordclub.com/reports/how-to-make-a-fortune-from-the-coming-super-metal-shortage/

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secretsquirrel
Irregular
1191

Thanks Gr8Full!

Serious NL with a wide reach,

https://en.m.wikipedia.org/wiki/The_Oxford_Club

https://en.m.wikipedia.org/wiki/The_Agora

Any reason you added the China Rare Earth tag?

Long $CLQ.

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Gr8Full!
Irregular
11340

creqf Human 😉

bix

60

sooooooon

mistake

🙂 #Best2ALL

#tfif
🙂 #SSq# rockxz 🙂

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tanglewood
Irregular
386

Thanks Gr8Full! Makes me want to jump into my account and do the investing no-no, that is average down!
What bugs me about a lot of articles published on the internet is the lack of a date when originally written. I know there is a way to find when the article was placed on the internet but it is a pain. From the article, I can see that it must have been recent since it talks about .40 cents per share, but that could have been edited.
Long #Clean TeQ (CTEQF) at avg price .94

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4687
Gr8Full!
Irregular
11340

$AUZ.ASX Announcement – October 1, 2018
ASX announcements | Share Price | Latest Reports | Our Projects | Media Coverage | Contact us
https://australianmines.com.au/asx-announcement

ASX Announcement:
R&D tax rebate received from the Commonwealth Government
We are pleased to announce that we have received a rebate from the Australian Taxation Office of $295,765 in relation to our (R&D) expenditure during the 2016-17 financial year.
Learn More….

AU10 > https://www.asx.com.au/asx/markets/equityPrices.do?by=asxCodes&asxCodes=auz+clq+euc+jrv+ncz+pgm+arl+mei+cob+pil
🙂 b2yaz onward… 🙂

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hedy1234
Irregular
1479

CLQ up 16% overnight in AU. Nice move.

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Griffin
Irregular
2568

It was 8% when I called it a night. There has been a little movement in my Australian stocks the last few days just hoping that is a harbinger of things to come.

Griffin
Irregular
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$FYI – n Nickel Monthly News For The Month Of September 2018 by Matt Bohlsen @SA – Includes: AAUKF, AMC, AMMCF, AMSLF, ARRRF, ARTTF, AXNNF, BHP, CSSQF, CTEQF, ERMAY, FNV, FQVLF, GLCNF, HLPCF, HNCKD, IIDDY, LNZCF, MCRZF, MSMGF, NIKAY, NILSY, NMTLF, PANRF, PLM, PSDNF, RNKLF, SHERF, SMMYY, SOUHY, SRSSF, TNTMF, VALE, WNARF, WSCRF Summary Nickel spot prices were slightly down in September; however, nickel LME inventory continues to fall. Nickel market news: “Nickel’s ‘electric premium’ crushed by trade tensions. Mining.com reported: “Quadruple-positive whammy for nickel demand.” Nickel company news: RNC Minerals strikes a massive high-grade gold deposit at its Beta… Read more »
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eagerbeaver
Irregular
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CleanTeQ has just come out with another polished Corporate Presentation. Here’s the link. http://clients3.weblink.com.au/pdf/CLQ/02029547.pdf There are the usual facts that we have seen before, plus some updated charts and graphs, some pro-China statements, a page devoted to each of Nickel, Cobalt, and Scandium, a checklist checked, financing obtained to date, operating costs and technical outcomes, and a summary of the 2018 DFS. Of particular interest to me is the latest proposed timeline to production on page 14. It could be well into 2019 that financing and off takes are finalized, and first production is currently projected to be mid 2021.… Read more »
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hendrixnuzzles
Guest
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Hi all ! I have been back in the US for about a week after a really great extended time overseas. I am sorry to be out of contact. My positions have not changed by even one share in the last six weeks. I have not followed developments very closely so I have no major insight or opinions that change things. I am surprised at the stock price and have noticed the major developments so I will restrict my comments for the time being to those aspects. CLQ/CHINA…the deal with China MinMetal seems to me to remove the capital risk,… Read more »
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hendrixnuzzles
Guest
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AVOIDING POLITICS…over the last two months I have spent considerable time analyzing and researching the political situation in the US, with an eye towards the investment implications of what I think is happening. Out of deference to Travis, these political topics are to be avoided on his website. In any case, I have not arrived at many strong opinions about the financial impact of what I perceive to be the political developments…other than, I would be concerned about big tech social media tickers like Google and Facebook, which I do not hold anyway. The main issues for me as they… Read more »
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Lulu
Irregular
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Welcome back Hn: everyone should be or get acquainted with their home country political issues…..it has been quite the past two months on both sides of our borders (eh)!

secretsquirrel
Irregular
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Welcome back hn!

Unpredictable about sums it up and that’s one thing no one needs.

The USA/China situation is disruptive, let’s hope it’s resolved.

A trade war is not what business wants, nor investors here.

Simplistic view perhaps….

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secret squirrel
Guest
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https://www.cleanteqwater.com/uncategorized/clean-teq-water-expands-technology-platform-through-acquisition-of-biological-denitrification-technology-production-lines-and-patents/

Clean TeQ Water expands technology platform through acquisition of bacterial immobilization technology, production lines and patents

Long CLQ

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secretsquirrel
Irregular
1191

https://www.cleanteqwater.com/uncategorized/clean-teq-water-expands-technology-platform-through-acquisition-of-biological-denitrification-technology-production-lines-and-patents/

Clean TeQ Water expands technology platform through acquisition of bacterial immobilization technology, production lines and patents

Long CLQ

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hendrixnuzzles
Guest
0
$CLQ $CTEQF…acquires Lentikats, “bio lense” filtration tech CLQ has acquired a company that makes a bacteria based filtration system. They are indicating it will be applied in the HOYO project, also that the compoonent will be manufactured in China. What we have witnessed in the last few months with the Ionic JV, the deSalx, and now the Lenitikats acquisition is that CLQ is assembling a complete set of technical solutions in water purification and filtration. This is in addition to their formidable suite of mineral extraction solutions for mining extraction and mine and industrial water treatment. What is most impressive… Read more »
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hendrixnuzzles
Guest
0

Hi all, been reviewing the comments from the last five or six weeks.

For those who expressed appreciation, and had confidence in my sincerity,
my thanks.

For the skeptics who felt I was a “front runner” and would disappear… well…here I am.

Anyway…I am sort of adrift,”out of the flow”, as I have not been closely attending to or following my investments.

I will get back into it as I go along and speak up when I develop opinions.

skyball
Irregular
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If you study the long term trajectory for the companies that have turned out “GREAT” today – Microsoft, Apple and the ilk they all share long spells of little price movement, occasional surges and occasional drops. It’s hard to imagine any investor buying in on day one and holding until today. Conviction is always sorely tested. Clean TQ has lots of interesting attributes. It could be that it is great company in formation. Those of us who have bought into the vision need continued reason to believe that we are just in one of those perplexing and disappointing periods. I… Read more »
deanbob
Irregular
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HN, great to see your posts again. A few years back, I think I took a similar (online) pilgrimage – although I doubt mine was to the level of yours!. I think there may have been 1, possibly 2 serious skeptics . But, it is always good to hear from them to help confirm/re-confirm the reason(s) we chose Clean Teq in the first place, and evaluate anything that may have changed since then. As the price dropped more recently, I kept Renby’s .35-.37 price target in mind, hoping to be in a position to take advantage. When it did, I… Read more »
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renbycage
Guest
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Deanbob, wishing you great returns, I think you did real well for waiting, then pouncing. I have a feeling the sector and the company is due for some kind of rebound the rest of this year, and you may have hit the “low”. I hope so.

sarahh
Member
204
Interesting article circ’ed by Cleanteq IR: https://mailchi.mp/cleanteq/reuters-london-metals-exchange-moves-to-ban-tainted-cobalt?e=7bb707fe49 While exploiting child labour is certainly despicable, I have to wonder whether this is just a moral crusade or whether its more a retaliatory political move. As you should know, DRC has imposed huge extra taxes/surcharges on its cobalt. Consequently it will (has?) impacted several Western nation miners’ ability to operate/invest profitably in the country…..and theyre pretty miffed. Meanwhile China, who is also heavily invested, hasnt raised a word of objection as far as anyone can tell….why their silence? Could it be that the Western world is retaliating by strangling the DRC’s ability… Read more »
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edski
Irregular
864
$CLQ lp Money will always win, and as long as someone is making as much as they can by doing something, even exploited somethings under cover of a Happy Face, it will happen. That was one of my concerns with Cobalt 21….where did it come from ? AS for being the flavor of the month, I still think that it is way too early for that to happen, as people still see that photo (in the above mentioned link) as the current reality of CLQ…..A truck with people standing around in a field and not a hole anywhere. They can’t… Read more »
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Griffin
Irregular
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$NIOBF – NioCorp and Traxys North America Agree to Commercial Sales Contract for up to 120 Tonnes of Scandium Over 10 Years

https://mailchi.mp/niocorp/niocorp-and-traxys-north-america-agree-to-commercial-sales-contract-for-up-to-120-tonnes-of-scandium-over-10-years?e=d2703cb985

I’ve watching this company for a while because of Niobium hadn’t thought about their Scandium.

$CLQ/CTEQF long

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charliej
Guest
0

$CLQ – Thanks. This is positive info re CLQ in that it was anticipated that it would take many years before the majority of CLQ’s scandium stockpile could be monitized. The increased secure availability allows manufacturers to risk changing their manufacturing process.
CLQ too long

hendrixnuzzles
Guest
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I checked out the Niocorp deal, it is with Thyssen-Krupp.

hendrixnuzzles
Guest
0

Second deal, so Niocorp has 2 offtakes.

rubberworm
Member
186