written by reader 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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Old Joe
Irregular
👍9
Old Joe

I’ve been catching the CLQ falling knife since Travis bought in and regret not getting out when he did.
Reading this discussion thread has been interesting, albeit not optimism filling re stock price futures.
Is this stock destined to mediocrity and to go down as the eminent Mr. Friedland’s biggest mistake?
Would appreciate related thoughts and outlook of you other (assumed) patient Longs.

Old Joe
Guest
Old Joe

I’ve been trying to catch the CLQ falling knife since Travis bought in and regret not getting out when he did. Reading this discussion thread has proved interesting, albeit not optimism filling re stock price futures. Is this stock destined to continued mediocrity and to go down as the eminent Mr. Friedland’s biggest mistake? Would appreciate related thoughts and outlook of you other assumed Longs.

deanbob
Irregular
👍754
deanbob

Long and WOW. For me, the only thing that has changed is the timing on the funding to build the mine. I’d like to believe the timing of building of the mine may fall MORE in line with what I see is the future upswing of commodity prices of the metals that Sunrise will produce. And an increase in importance and the use of Scandium. I am underwater on my position with a long term outlook.

rubberworm
Member
👍431
rubberworm

Very positive for Clean Teq being on this list IMHO. The Green world looks as though Sunrise project is needed as I see it.

https://www.law.berkeley.edu/wp-content/uploads/2020/04/Building-A-Sustainable-Electric-Vehicle-Battery-Supply-Chain.pdf

rubberworm
Member
👍431
rubberworm

Nuzzles SRI had some interest today. http://www.spartonres.ca/wp-content/uploads/2020/06/Sparton-Oakes-Presentation-June-2020.pdf https://www.northernnews.ca/news/local-news/forgotten-harry-oakes-property-to-be-explored I own SRI not for the gold but for this …. http://www.stockwatch.com/News/Item?bid=Z-C%3aSRI-2916718&symbol=SRI&region=C VRB ENERGY SOLUTIONS INC is a private company run by Robert Friedland. Should be a killer company. SRI owns 9.8 % of it. Interest in buying SRI in Canada today. Regarding CLQ I was a buyer today. Battery metals will be hot IMHO. Mining remains a bright spot in M&A gloom Most large mines are operating without interruption as China continues to suck in their products Neil Hume, Natural Resources Editor and Henry Sanderson, Metals and Mining Correspondent JUNE 2,… Read More »

Griffin
Irregular
👍3607
Griffin

rubberworm IIRC you do some trading on ASX

I have a position in PSL Paterson resources formerly traded as HDY Hardy Resources. HDY was delisted several years ago. The HDY BOD was removed and the PSL voted in place. PSL is in the middle of that gold folf in WA, they will relist shortly.

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