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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1132 Comments on " Scandium, Cobalt, and Water Purification: Clean Teq Holdings,Volume 2, 2018"

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hendrixnuzzles
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Clean Teq and positioning with China

Important policy statement by Chairman Xi, China to be a leader in developing “Ecological Civilization”. Huge implications for Clean Teq.

Somebody should tell Bob. He’ll be glad to hear about it. Ha ha.

And look what comes up when you google Pu Neng.
A little name change. Pu Neng is now VRB ENERGY SYSTEMS. How timely.

http://www.vrbenergy.com/

secretsquirrel
Guest
0

Very interesting and regards vrb energy, if you click the Chinese symbol on their web site it still comes up – http://www.punengenergy.com/about.aspx?id=270

sarah
Guest
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‘Vanadium reserves worldwide exceed 63 million MT, according to the US Geological Survey’s latest report on the metal.’ ‘Which countries have the largest vanadium reserves? Interestingly, the three countries with the greatest reserves are also the largest vanadium-producing countries. ‘ ‘1. China Vanadium reserves: 9 million MT China has the largest reserves of vanadium and produced 42,000 MT of the metal in 2016. The country also consumes the most vanadium and has the fastest-growing rate of vanadium consumption. Indeed, between 2006 and 2014, China’s vanadium consumption grew by 217 percent. About 91 percent of vanadium produced in China is used… Read more »
Shavian
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0

Very interesting Sarah., especially the tiny mention of Brazil, home to what is I believe the only pure Vanadium mine in the non-Communist world (please correct me if wrong). Largo Resources Ltd (TSX:LGO) has just raised funds for an increase in production at Maracas Menchen mine in Bahia state, Brazil. It produced 2,214 MT of V2O5 in Q1 2018, a 7% y-on-y increase . Maybe small by China standards, but at least its new supply. That’s my Vanadium play for 2018. Long LGO, IVN and of course CLQ

sarah
Guest
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This ties in with China’s “Ecological Civilization”

hendrixnuzzles
Guest
0

China announces a major ecological civilization policy and Jiang Zhao-Bai is flying around Australasia in a private jet hob-nobbing with heads of state, just before
the Clean Teq BFS is going to be announced.

RF looking pretty good. Some guys get all the luck.

http://chinareadyandaccredited.com/top-chinese-business-leaders-accompany-president-xi-to-g20/

hendrixnuzzles
Guest
0

Look at what is happening:

China’s Chairman announces a major “Ecological Civilization” initiative.

Jiang Zhao-bai in a high-profile junket in Australia and New Zealand.

Pu Neng changes its name to VRB Energy Systems.

And the Easpring capital raise April 27.

CLQ high-profile trade exposure and initiation of coverage by analysts.

The stage is set and the lights are going down !!

sarah
Guest
0

PU NENG/Sparton: While its encouraging that PU NENG has been awarded the China VRB contract plus significant funding by HPX, has anyone any idea what the value of their contract is or whether China is kicking the tires of any other VRB companies? It could just be a showcase loss leader hoping to tempt China into buying a gazillion of them. Chinese are fickle and tough customers. At this point in time, what’s the 18% Sparton owns actually worth?
I think there’s plenty of time before I’ll be inclined to increase my toe in the water position.

hendrixnuzzles
Guest
0
Not recommending Sparton Resources. I do not believe there is a lot of risk in the valuation; the risk is in the intentions and capabilities of Sparton management, i.e. Lee Barker. Sparton has 121 million shares. Today it was 5 cents a share. That’s about a $6 mil cap. RF controls 82% of Pu Neng via HPX and has put over $90 million into it. 18% of $90 mil is about $16 mil. Pu Neng is the world leader in VRB, so they say; they have 50 installs worldwide, and seven active projects (four in China and three in Australia).… Read more »
hendrixnuzzles
Guest
0
secretsquirrel
Guest
0

Talk about all the pieces coming into play….!!

gumdaddy
Irregular
6
What would you do? I bought about 180,000 shares of PGM a while back and now it is worth about 1/3 of what I paid for it. I am thinking I should have sold when CLQ was down around $0.70 (US). At that point both CLQ and PGM were at about 50% of what I paid for them. If I had done that, Id probably be fine. Based on what I pick up on the shoe and HC, nothing but blue skies for CLQ. I am at the point where I should just hold on to PGM or sell and… Read more »
sarah
Guest
0

No point to regrets. Look at the 1 yr chart. Theres strong support at .08. My guess (and its only a guess) is that it can only head north.

sarah
Guest
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Sorry, that should have been 2yr chart. But then youre left with a choice. Set an exit price and be happy if it makes it or hang fire for a buyout. In the end its your money….only you signed the check.

gumdaddy
Irregular
6

My feeling is that just as the stock tanked, it could rise with the tides just as well. PGM shareholders hear zero news from BOD, so its hard to tell whether the stock will wind up in the toilet or rise with the sector.

deanbob
Irregular
269
$PGM … gumdaddy, a few questions to help you arrive at your own decision. Aside from the share price and the recent management change, have there been any fundamental changes in the company? How much of the price drop was more in concert with other Aussie resource stocks? If you apply technical analysis in your buying/trading, what do the charts (as Sarah mentioned) indicate to you? Have you attempted to contact PGM investor relations? On that last question, I saw some Hot Coppers posters received responses and some did not; but, you may get lucky. Please keep us posted on… Read more »
gumdaddy
Irregular
6
Other than the departure of Robert Mosig, I dont think there has been a fundamental change. Maybe that was a significant change. I cant tell for sure. It appears the share price has dropped along with a lot of other miners for no significant reason, and possibly the sentiment on the HC forums is just frustration, for which we shouldn’t make “emotional decisions”. I’d agree with many, that we shouldn’t sell in an emotional manner. Its just at this point, I am pondering “is the $ best served where it sits, waiting/hoping for a rebound to the positive”, or, “am… Read more »
edski
Irregular
379

It would depend on whether or not you only invest in the future hopes of small companies, or mix ’em up and also keep established or at least operating ones as well.
I lost most of my money chasing the dream, and should have kept a good mix in the portfolio. My mistake. But that is how I see it now, after my unfortunate decisions.

hendrixnuzzles
Guest
0
gumdaddy, what any one else would do, and what is right for you, may be a lot different. A lot of it depends on your other personal circumstances and objectives, and your finances; we do not know. We do not know how much distress the loss causes you, or how serious it is to your situation. So it is really improper for us to give advice, as we are unqualified as aadvisors and unfamilar with your situation. Let me just give my opinion on the respective companies. PGM…management, I believe, has made a mistake in switching over to scandium as… Read more »
deanbob
Irregular
269

$EUC Tolga Kumova @KumovaTolga tweet:

“The team is drilling away in the adits. Can’t wait to get up to site and see the activities.”

williamstown
Irregular
147

Euc asx Deanbob interesting three months ahead of them.
Extra land site acquisition positive.

Sarah
Guest
0
News release from Cleanteq: ‘Dear Clean TeQ News Subscriber, Bloomberg has recently published an interesting article titled, Gas Guzzlers Set to Fade as China Sparks Surge for Electric Cars, which discusses the rapidly expanding global electric vehicle market and the continuing importance of China in driving this growth. Notably, the article quotes the author of a recent report as saying, “China’s EV policies are reshaping the corporate strategies of global car makers such as Toyota and helping its battery makers get into the supply chain for global automakers.’’ Clean TeQ believes that China’s ability to deliver on their stated EV… Read more »
Gr8Full!
Irregular
11018
deanbob
Irregular
269

Very interesting. I am surprised that with a backlog of ~12K airplanes (between Airbus and Boeing), we are not hearing/reading about a company (esp a Chinese one) stepping up to fill some of the shortfall.

hendrixnuzzles
Guest
0
The pie charts on aviation market share show Airbus (Europe) and Boeing (American) at 40% plus each, with a bunch of also-rans. What is striking is the absence of Chinese, Japanese, Korean, and Russians. I think the Chinese will “leapfrog” existing technology and barge in big-time with the scan-alu alloys, sort of like they are “leapfrogging” gas engine vehicles to go after electric. Also. The military and aerospace useage of scandium will be enormous. The figures are a little more difficult to understand and decipher. But you got Lockeheed and Northrup and General Dynamics and all the rest. And by… Read more »
sarah
Guest
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Hn: Does anyone know the ratio of scandium to aluminum needed to weld? If we did, we could work out the supply and demand.

sarah
Guest
0

As I understand it, the aviation weight reduction (thereby fuel saving) is not from the scandium/ally mix per se….its that the ally can be welded which saves the weight of the riveting.

rubberworm
Guest
0

“Around 10 per cent of the weight of an airplane is accounted for by the rivets used to maintain its structure. An Airbus A380 reportedly has an empty weight of 610,000 pounds. It is believed that using Al-Sc alloy in airplanes can reduce the overall aircraft weight by 10 to 15%, so the weight reduction is substantial and would more than pay for the cost of scandium over the life of the aircraft in higher operating efficiency.”

http://www.discoveryinvesting.com/blog/2015/2/5/the-chicken-and-egg-problem-with-energy-metals-scandium-as-a-case-study

hendrixnuzzles
Guest
0