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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1979 Comments on " Scandium, Cobalt, and Water Purification: Clean Teq Holdings,Volume 2, 2018"

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edski
Irregular
741

$FLC:AU lp
First sale of water filtration in US. Check out partnering company in link.
Could be a big sale.

https://www.fluencecorp.com/wp-content/uploads/2018/08/1828223.pdf

https://waterfleet.com/

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renbycage
Irregular
890
Holy volatility Batman. I took a pretty aggressive position with Cellcube Energy Storage Systems [CECBF] a few weeks ago, a vanadium redox flow battery play, and it almost immediately started gyrating 10-15% a day, mostly down. I had already purchased it close to its 52 week low, and for a company that is so advanced in a market that is set to dramatically grow, it was like, whats going on here. Anyway, the company addressed the stock volatility in a statement today, which included a nice summary of the frenetic activity going on with the company on a development level.… Read more »
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Griffin
Irregular
2274
Been down this path ounce already with Cellcube. American Vanadium Corp licensed Cellcube from Glidemiester. 3-5 years ago. They had Cellcube battery UL approved and they were installed in the New York Metropolitan office. Glidemiester IIRC has 200 batteries installed worl wide. If you follow PV mag artyicles I post in the storage column; https://www.stockgumshoe.com/2016/07/microblog-storage-of-electricity-batteries-big-image/comment-page-13/#comment-4986393 , Li-ion battery is the choice for battery farms. Technically the vanadium flow battery is superior for grid storage, longer life can be charged/discharged at the same time. What ever the reason, I’ve not seen a good one yet, vanadium flow batteries are not being… Read more »
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renbycage
Irregular
890

Thanks Griffin for turning me on to that thread. I’ve been dying to get hooked up with more information, I’m admittedly thin with the background insight I usually require before throwing my money into something. The recharge capacity with vanadium flow batteries to me distinguishes it, and gives it a niche. I’m trying to flow with the energy revolution, and could use a bit of a recharge on my bottom line, as this year has been much more challenging.

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Griffin
Irregular
2274

The PV mag covers a wide breath of what is going on wit the grid and renewables. On occasion there is something worth IMO investing. I have positions in $REMX, $EVSI, $RGSE, $ESNC. Tkae a look at todays article “32% tandem cell solar still competitive at triple the price”

jerome50
Irregular
156

Clean Teq (CLQ.TO)

This is the Latest from Katusa Research, looks like they have given up on this company..

We are removing Clean Teq from our watchlist.

Management were confident in their expected capital costs on the project. However, the current study delivered a significant increase to the expected capital cost, thus making the project much less desirable.

Investment Recommendation: Cancel all buy under orders for Clean Teq.

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sarahh
Member
121
So many of my Canadian/Oz mining shares are hemorrhaging. I can only assume this sell off is FEAR re Trumps battle with China/Canada/EU/etc. The big dog is no longer just snarling at individual countries, its isolating itself and trying to face down a unified world pack. Yesterday the EU told its exporters to ignore US threats and carry on trading with Iraq as normal. Maybe this is Trumps game?……to bring manufacturing back to the US and make it more self sufficient? But who will they sell to if there’s tit for tat sanctions? Supplying the home market is great but… Read more »
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Gr8Full!
Irregular
11296

$CLQ ow> Ah yes, position size again, but not too overweight. Just a scratch, thus far, compared to biotechs… #Gr8FulliAM!

I thought that if CLQ and magic beads were so Gr8, RF would have bought out or taken taken private, long ago,
Very good long term investment, no doubt.

Have an awesome day and beyond all!
#Besr2YouAlwayz

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edski
Irregular
741
Personally, I dislike using one thing to cause a stir if the markets or whatever. Too many things going on all around us to change the “what we consider normal reaction to things” to limit cause to a singular event. I just purchased a lithograph from 1892 from Puck magazine, (that will cause a moderation hold) showing the McKinley 1890 Tariff. Heh…look THAT event up! This is way too complex to figure out, but I think that we are in for a big correction….finally. At this point I will add that I lost most of my money waiting for a… Read more »
deanbob
Irregular
492

I agree. I have been and am paring positions and I have PUTs (and have had for months), and plan to add more. So far I have retained all my E metals stocks.

jerome50
Irregular
156

I did sell some of my clean teq today at about break even, had more on the block but they didnt go, the ones I still own are severely underwater and am tired of losing $$, could be awhile before this ship turns around UGH!!!!

Gr8Full!
Irregular
11296

tolga_kumova IG > The amount of respect I have for this man is beyond comprehension. https://www.instagram.com/p/BmOYQhUHDjW/?utm_source=ig_twitter_share&igshid=1os2myw50hia5

https://twitter.com/KumovaTolga/status/1027230631976157185
#PASSION #Mentorship #Graphite $SYR.asx $NCZ.asx

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wade3
Irregular
88

Thanks for sharing, Jerome. I inquired awhile back if anyone out there smarter than I (that really opens it up) had any idea why Clean Teq had been hemorrhaging so, but no one responded…Intriguing concept that few come to the rescue when something turns sour compared to something that’s considered “hot.” Reminds me of the lessons I didn’t learn in the Dr. KSS biotech “can’t-miss” Benitec-Celgene-Zafgen days (though hear latter has nicely recovered). Hopefully better days ahead…

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dunnydame
Guest
0

Wade3 – maybe we’re not smarter than you? For myself I had no idea why CleanTeq had been/is hemorrhaging and was also waiting for a word from the wise.
I will add that I have never liked CleanTeq’s association with China. I got burnt in the past with some Chinese stocks recommended by The Motley Fool that were doing well until it became obvious that the Chinese government was exerting its influence. I would be happy for management not to pursue that connection.
Penny

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edski
Irregular
741

$MGX lp
I was wondering if one of our financial guys has looked at MGX’s financials, and how they see them. I’m confused trying to figure out how well off the company is with all of “the money and share issues used” in their large purchases this past year.
Any comments regarding their financials for youz guyz?
Thanks. edski

https://www.mgxminerals.com/media/downloads/filings/FS-Q2-2018.pdf

Griffin
Irregular
2274

$MGXMF – MGX Minerals Drills Up to 105 Meters of 98.7% Silica at Koot Silicon Project

https://www.mgxminerals.com/investors/news/2018/391-mgx-minerals-drills-up-to-105-meters-of-98-7-silica-at-koot-silicon-project.html

“The relatively high percentage of total SiO2 content compares favorably with other silica deposits in nearby Golden, British Columbia. Impurity compounds of interest such as Al2O3 & Fe2O3, approach specifications required for silicon metal. Lower loss on ignition (LOI) values correlate directly with higher SiO2 values. ”

MGXMF long

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edski
Irregular
741

#FOR SALE:
One (1) small investment account, (possibly two), once believed to be a ray of hope and future financial mother load to owner. Is beaten and battered, lost most of it’s luster and feeling of awesomeness.

Needs a good home because of my personal belief that only if I sell it now, will it rise to it’s great imagined strength and wealth.

Interested parties should contact the Mother Ignatius home for the Depressed and ask for Lucky.

renbycage
Irregular
890

Blood flowing in the streets. Time to dive under the bed.

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rubberworm
Member
146

Dejokering … Jokers selling. RF and Aussie Super buying…Smart money…Aussie Super is Aussie retirement fund…they must buy and sell CLQ. They can only have a certain % in their fund. So when CLQ goes high the have to sell some. This should be a safe bet as RF and an Aussie retirement are buying here.

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dunnydame
Irregular
860

#For sale
Thanks for info about buying/selling by superannuation funds in Oz; that’t good to know. Do you have a way of keeping an eye on such transactions?

rubberworm
Member
146
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dunnydame
Irregular
860
#For sale Edski, for the sake of the rest of us with our tattered biotech & mining/commodities portfolios, could you please hasten finding a buyer for your beaten-down portfolio/s, thus allowing us other Gummies to gaze in awe at the ensuing meteoric rise in our fortunes? (We promise we’ll send a generous donation to Mother Ignatius and her Home for the Depressed, with a special indulgence to Edski the Lucky.) (If it weren’t for $APTO, $AUPH & $ZFGN I’d be donning my sackcloth & ashes, picking up my alms bowl and joining you. OMG – what did I just say!… Read more »
edski
Irregular
741

Man o man….I fear that there is more to come.
But YOU dunnydame, will never be broke, because you will always have a Penny to your name.
Be strong everyone. Let’s show em what we got!

jerome50
Irregular
156

I cleared out my Auph – even and my Apto for a healthy profit, only holding Arth now and its now bleeding, getting ugly out there but hopefully will turn, commodities are getting hammered!!

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sarahh
Member
121

HN: Its so dark down here…are you under this bed too or are you on holiday?

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gmw13145
Irregular
67

Good question, where is Mr. Clean Teq? Pump. pump, pump and then gone!

deanbob
Irregular
492
I can only speak for myself. But, nothing has changed (that I know of) since I did my initial DD, other than the price (which is still a little above my first purchase) – and I have not sold a single $CTEQF share. My entire position is in the red; but, I am in it for the long haul. I have seldom fared welcome short term trading. But, like Renby, I also believe strongly in Ardea and have been adding to my $ARRRF positions since the market CAP ratio favors $ARRRF (IMHO). People like Rick Rule say that once purchased… Read more »
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rubberworm
Member
146

I’m in long also. Found some spare coins under the car seat. Picked up a few more shares Friday.

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gmw13145
Irregular
67

I wish you well with your investment. However you may want to pick up a copy of the book “The Big Score Robert Friedland and The Voisey’s Bay Hustle” by Jacquie McNish. After reading the book you may view Clean Teq in a different light. If not, as I say best of luck.

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edski
Guest
0

Yes gmw13145. Just awful that CLQ is the only stock stock to sink this year.
Actually, I am sorry that I even answered your juvenile statement and will never again do so.

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gmw13145
Irregular
67

Oh no, how can I ever exist without a” Guest” (edski), responding to my comments!

dunnydame
Irregular
860

PS Actually, edski IS an Irregular, currently with 675 TUs.
He just posted without logging in first, which we all do from time to time (unintentionally).

edski
Irregular
741

Pfffft….ignore the child, don’t feed it.

gmw13145
Irregular
67

Excellent advice, which I shall follow in regards to you! I hope that you demonstrate more emotional maturity in your investing endeavors that you do in your comments here.

sarahh
Member
121

If you have something specific to criticize, spit it out. That comment was rude and just plain wrong. HN worked his nuts off to feed you perfectly reasonable/argued research. You should invest in a bar of soap and wash out the gaping space between your ears.
Meanwhile, theres no need for you to demonstrate youre constipated. We all already know it.

gmw13145
Irregular
67

My such a spirited defense! Why was my comment rude, and wrong just how? You correctly state that he “FED” information. He has been notably absent from this threat after publishing comment, after comment touting the stock. If you have a position in Clean Teq. I sincerely hope that it does well, unfortunately I doubt that it will end as you hope.

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deanbob
Irregular
492

Please share why you believe that, providing as much ‘evidence’ as you can. Unsupported allegations are hardly helpful – to me. I invest to make money. If I have missed something, I’d appreciate knowing what so I can correct my investment.

gmw13145
Irregular
67
Evidence, alligations, with all due respect what are you talking about? You have indicated that you have done your due diligence (DD). If so then you need nothing from me. All mining investments are a crap shoot at best, and when you add Robert Friedland to the mix I become highly concerned. Research the Voisey Bay project, and see if you don’t become a bit concerned. Also just look at a price chart for CLQ.TO, it is not pretty. Look, my intent was not to stir up a lot of controversy, if you are comfortable with you investment, I wish… Read more »
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rubberworm
Member
146

The guy asked U a question …you say read this book and look at the chart. Wow some DD. With no due respect you call HM a fake. JMHO you are a true troll. HN put a hell of a lot of real DD into this board. Maybe he got shut down talking politics. I hope that may be the case. As I hope he is ok. Btw Sama one of his picks HN did some real good DD on and shared got this … https://seekingalpha.com/article/4200714-sama-resources-still-track?app=1&dr=1

gmw13145
Irregular
67

Look, you believe what you like. I, by no means indicated that a book and the chart was the extent of my DD. I simply suggested these two pieces of information might be looked at. And I by no means called HN a fake. It amazes me how anyone on this thread who disents, is attacked. If you believe that this stock is worthy of investing, then you are free to do so. As for me I am done.

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gmw13145
Irregular
67

And, Worm, while you are carping, why not step up, pay your money and become an Irregular!

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mmck
Irregular
20

Gmw13145, forums like this thrives by sharing. you mentioned “ “The Big Score Robert Friedland and The Voisey’s Bay Hustle” by Jacquie McNish. After reading the book you may view Clean Teq in a different light.” If I may ask what in the book changed your CLQ sentiment to negative? Long CLQ.

-mmck

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gmw13145
Irregular
67

MMCK, I suggest that you read the book, it describes in detail, Robt. Friedland’s, questionable dealings in penny mining stocks. That’s why the sub-title of the book is “The Voisey Bay Hustle”.

deanbob
Guest
0

Can answer the question with a direct answer?

deanbob
Irregular
492

gmw, I believe rubberworm’s “MEMBER” denotes a Platinum membership.

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rubberworm
Member
146
gmw is right I’m a free loading member. I know very little about gumshoe and how it works. I came to this board because I own CLQ. HN did outstanding DD IMHO. gmw wrote “Where is Mr. Clean Teq? pump, pump, pump then gone!” Why would I pay to read posts like that. HN is a very smart man imho. And John who does not say much I think is very smart also. Showing up here calling HN a pumper and saying watch out for RF sets off bells and whistles to me. What difference does it make what kind… Read more »
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Travis Johnson, Stock Gumshoe
Admin
8934

Just FYI, Hendrixnuzzles has not been “shut down.” Haven’t heard from him recently, but he’s good about keeping political screeds on the politics threads and he’s always welcome.

edski
Irregular
741

Thanks for that info, Travis.

rubberworm
Member
146

Thanks good to hear that.

deanbob
Irregular
492

I read and reviewed the information that was available. Does that mean I know everything there is to know? Does that mean I may not have missed anything? Of course not. I miss things and I make mistakes . One of the ideas of this entire Gumshoe site (as I see it) is to help and share what each of us can. So, I would appreciate any specific information you might share.

sarahh
Member
121
Gmw et al: Lets try to put the tin lid on this one and move on. Two of the great problems with internet threads are that all we have are words to convey our feelings….no body language, voice tone or visual expressions. Add to this, people use words to express transient thoughts that are short and open to others’ (mis) interpretation. This ‘unfortunate’ episode started with the word Pumper. I think most people would consider this a derogatory term implying that the person is trying to influence peoples investment decisions in a particular direction for personal gain. Using it to… Read more »
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renbycage
Irregular
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I don’t like, nor do I think it is appropriate, seeing any blame attributed to HN resulting from his sharing his thoughts and enthusiasm surrounding clean teq and other stocks. I think it was obvious for anyone following him that he didn’t have any kind of hidden agenda, he was just an armchair commentator, an investor who heavily followed the company, thought he was onto something, and enjoyed sharing his thoughts and dreams. He was always honest about who he was, and he backed up his writing with decent analytics that anybody could evaluate for what it was. The unfortunate… Read more »
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Just Me
Guest
0

I really appreciated wat HN did for this group. Loved to read his insights and still have multimegatons of respect for him! Goin’ trough all of his writing here on the blog I learned a lot about investing in mining companies. Kudos for you HN. Miss your posts dude. Hope you are ok.

Lulu
Irregular
1196

Et All……Third time I thought of posting then deleted, not this time. HN is around, this I know!! Remember he has long deep positions as well. Many Gummies other than HN have offered insight, favourable and/or unfavourable. Bottom line sell, buy more or hold.

sarahh
Member
121
All: As the old truism goes; If you don’t learn something from every experience, you’re bound to make the same mistakes again. I think it would be useful to put our collective heads together and share any lessons we should have/could have learned. Face it, metals arent like bio….bio is binary ….a pure punt on an unknowable end result, whereas, irrespective of the market moves, all the metals are still down there and sooner or later they will come up ( unless EV’s go out of fashion). And what will its value be? Thats the price I hope to pay.… Read more »
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doomie
Irregular
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What you have described is exactly my experience and I presume a lot of other people having a long term view. I think you have two choices if you are not in a liberty of following your portfolio developments on a regular basis: a)invest in ETFs and blue chips and stop looking at it daily – be prepared for paper loses of 40% during the next major crisis which is probably coming soon and offset it by having lots of cash to add to these stocks / ETFs at depressed prices. b) As you stated reduce the amount of holdings… Read more »
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