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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. โ€œTECHNO MINERSโ€ 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: โ€œScandium, Cobalt,
and Water Purification: Clean Teq Holdingsโ€, 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 โ€œDisruption Scenarioโ€,
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 โ€œlong termโ€. 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 letโ€™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, VRBโ€™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, donโ€™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 Travisโ€™ 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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dunnydame
dunnydame
January 5, 2022 5:09 pm

Hello Everyone,
Not sure where to post this in the Stock Gumshoe empire as there doesn’t seem to be a suitable page, but here’s the summary of the latest weekly newsletter from Behre Dolbear (world-wide mining industry consultants). I wish I could post it as a link, but it doesn’t seem to be possible.

BEHRE DOLBEAR WEEKLY NEWSLETTER – SUMMARY

ANNOUNCEMENTS
Behre Dolbear will be attending the Future Minerals Forum in Riyadh, 11-13 January 2022.
Please come and visit us at our booth, or if you would like to arrange a meeting, please contact Mario Guedes +973 3838 2369.

HEADLINES

Centerra Gold confirms talks with Kyrgyzstan for out-of-court settlement over mine dispute
Top iron ore stories of 2021 and what to expect in 2022
Brazil suspends mining exploration permits in the Amazon
Codelco signs multi-year contracts in Southeast Asia
Las Bambas mine in Peru to restart copper output
China Zijin starts production at Tibetโ€™s giant copper mine
Earthโ€™s final frontier: China and the deep-sea gold rush set to cause environmental catastrophe
China vows greater iron ore self-sufficiency as โ€˜deglobalisation tideโ€™ and coronavirus expose mineral supply risks
Deal on Reko Diq

For your investigating pleasure,
Penny

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Cowboy
Cowboy
January 12, 2022 2:08 pm

Thanks Dunny ! Hi Edski ! Happy New Year to you all. Looks like Sunrise Energy Metals is catching a bid finally. Glad to see that for us ! Hopefully it continues for a spell…..Cowboy

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dunnydame
dunnydame
January 13, 2022 2:23 pm
Reply to  rubberworm

Interesting . . .
Thanks for posting RW
Penny

dunnydame
dunnydame
January 13, 2022 1:29 am

Hi Cowboy! Happy New Year to you too.
I hope everyone out there is staying healthy in these plague-ridden times. My better (?) half and I have just finished our isolation times being officially diagnosed as +ve last week. And we were being careful, believe me. Being fully (3-shot) vaccinated , our symptoms were just like a mild cold, his having a strep-like sore throat and some congestion, my having a lightly runny nose and occasional cough.
I posted the next BD weekly newsletter summary on a SG hendrixnuzzles article, but I have now found how to get a link to the whole article: https://www.dolbear.com/resources/newsletters/january-newsletter-10-01-2022/

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dunnydame
dunnydame
January 13, 2022 1:43 am

Followup – I posted the Jan 10th Behre Dolbear summary on the GOLD, SILVER, COPPER, AND HARD ASSETSโ€ฆ2019 article

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Cowboy
Cowboy
January 28, 2022 7:29 am
Reply to  dunnydame

Thanks Dunny. Glad yall made it through Covid well ! Been there done that…..Twice ! All good here too. Course, Between my cows and horses, I have plenty of Ivermectin around here…Cowboy

dunnydame
dunnydame
January 28, 2022 5:19 pm
Reply to  Cowboy

Thanks Cowboy. I hope you were joking about the Ivermectin.
Back in our younger days with umpteen kids at home and them heavily involved in drill-riding, we had horses (well, one amiable quarterhorse mare and two large ponies). I’m familiar with those big plunger tubes of Ivermectin. You wouldn’t ever persuade me to swallow that stuff, even if I had worms.
We miss the horses; they’re wonderful creatures. A continual outflow of money, but wonderful still. And you learn a lot.
(Yes, ask me about lancing – and draining and cleaning – a huge abscess on a horse’s chest around midnight on a Saturday night in below-freezing weather, with pus running down her chest and freezing as it went. Good stuff. The vet assured me I could do it, and I did.)
Yup, you learn a lot.
Enjoy your animals!
DD

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edski
Irregular
February 3, 2022 6:35 pm

$ SES
Business Combination of SES and Ivanhoe Capital Acquisition Corp. Approved by Ivanhoe Shareholders

https://ivanhoecapitalacquisition.com/site/assets/files/5582/ivan_ses_shareholder_approval_pr_vfinal.pdf

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edski
Irregular
February 4, 2022 12:32 pm

$SES:NYSE
SES Begins Trading Today on the New York Stock Exchange Under the Symbol “SES”

https://finance.yahoo.com/news/ses-begins-trading-today-york-130500455.html?.tsrc=fin-srch

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donhenges
donhenges
July 3, 2023 4:12 pm

Anyone still invested in sunrise? I am. Have lost about half of my investment but still hopeful yhat both sunrise and cleaner water will succeed. Just wondering if any else still follows…

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rubberworm
Member
rubberworm
July 3, 2023 8:54 pm
Reply to  donhenges

Yup still think RF has this planned out well. When a partner steps up to his price to play ball I expect a 10 to 20 bagger.

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dunnydame
dunnydame
July 4, 2023 12:53 am
Reply to  donhenges

Yes, dh, I’ve still kept my holdings, pitifully priced tho’ they may be.
I keep feeling that they HAVE to be thought important at sometime in the future. After all, isn’t cobalt essential for electric vehicles? And we all know how vital water is.

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rubberworm
Member
rubberworm
July 4, 2023 4:23 am
Reply to  dunnydame

Cobalt added + much less chance of fire and longer miles . We like that here in the western world. Also I have noticed that smart money is looking for Nickel plays now.

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