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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renbycage
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renbycage

$CTEQF In the week before the DFS on june 25th, the stock price sat at US$.80, Upon its release, it pretty much immediately crashed to .60, and has slid down relentlessly to as low as .28 now standing at .33. Looking back, both my diligence for being ready for that DFS, my correct interpretation of what the market reaction would be, plus my quick action all came in to play to save me. I immediately read the DFS as it was released, came to the quick interpretation that the SP was going to be headed down the elevator, and acted… Read more »

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Jake
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Jake

What about tax loss selling through the end of the year. Lots of people are underwater with the stocks talked about on this thread. Could put additional downward pressure on them. Long CTEQF

tanglewood
Irregular

renbycage re $ARL.AX Ardea Resources I think you meant 70 million.

Gr8Full!
Member

Eric Finlayson, Director of @cleanteq, took up his options and bought 750,000 shares.
http://clients3.weblink.com.au/pdf/CLQ/02051196.pdf
TY https://twitter.com/MarkSita5/status/1065501455077888000

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hendrixnuzzles
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hendrixnuzzles

In passing for those who missed it, Finlayson was also installed as CEO of VRB Energy. Now Finlayson’s background is that he is a GEOLOGIST. One has to ask oneself why RF would install an exploration geologist as the CEO of a battery tech company. The main priority for VRB/Pu Neng is to find good sources of vanadium. This rather peculiar appointment made me pretty convinced that CLQ would eventually play a part in vanadium production. Now since then VRB/Pu Neng signed a deal with the major Chinese vanadium producer; but I have been unable to ascertain whether that producer… Read more »

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Griffin
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Griffin

$FYI – Nanothings Letter of Intent and IDTechEx Presentation C&P”Ionic Industries and US-based IoT technology company, Nanothings Inc, have signed a Letter of Intent for development of graphene supercapacitors for IoT applications and Ionic MD, Simon Savage presented to the IDTechEx Show! conference. Dear Ionic shareholders and friends, We’re excited to announce that we have signed an LOI with US-based company Nanothings Inc. This is a significant step along the road to commercialising our Origami Supercapacitor technology; it demonstrates clearly who is likely to be our first customer and the extraordinary size of IoT markets we are targeting. The size… Read more »

Gr8Full!
Member

#Griffin, You’re amazing. Thanks for all you do for the Gummunity. Happy #ThanksGiving!

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hendrixnuzzles
Guest
hendrixnuzzles

Crazy, CLQ is 75% of JV with Ionic. We have a friggin’ tech company and spec miner in one company.

Gr8Full!
Member

Ionic > More of what Griifin posted above: ————————————————- COOPERATION IN THE DEVELOPMENT AND IMPLEMENTATION OF SUPERCAPACITOR ENERGY STORAGE TECHNOLOGY FOR USE IN IoT APPLICATIONS BACKGROUND Nanothings has proprietary technology for printed circuitry and sensor tags, firmware, and software that enable disposable, long range, low cost applications in numerous industries. To progress this technology, Nanothings requires an energy storage solution that is not currently available in the open market. Nanothings also has significant market access for its technologies through relationships with major IoT companies including Semtech, Sigfox, Senet, M2Comm and MachineQ. Ionic has proprietary technology in the field of graphene… Read more »

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Gr8Full!
Member

Ionic November 2018 presentation pdf: http://www.ionicindustries.com.au/wp-content/uploads/2018/11/Ionic-MICRENs-for-IDTechEx.pdf Best

hendrixnuzzles
Guest
hendrixnuzzles

Latest presentation from Ionic

http://www.ionicindustries.com.au/agm-presentation-november-2018

Long… but there is no public market. May have relevance re: CLQ capabilities. CLQ has 75% of the JV.

hendrixnuzzles
Guest
hendrixnuzzles

Happy Thanksgiving everyone !

$LNZCF Sama Resources news

http://samaresources.com/news/sama-reports-on-the-completion-and-opening-of-srg-graphites-on-site-metallurgical-laboratory/

Speculation in a Friedland-related West African exploration/developer. Sama has a good property and owns 35% of a very good graphite prospect SRG.

I am long

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hendrixnuzzles
Guest
hendrixnuzzles

Ivanhoe Capital…new headquarters in China Friedland’s upstream capital company Ivanhoe Capital has opened a new HQ in China. So for better or worse, Friedland is mostly aligned there, as we have noticed from many of the agreements and alliances. I think this augurs success for his companies, although I have not as much confidence in what it may mean for shareholders. For what it’s worth, the sign on the building headlines three of Friedland’s companies: PU NENG is top billing (VRB ENERGY) CLEAN TEQ is listed second HPX is listed third As you are probably aware: the only one of… Read more »

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hendrixnuzzles
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hendrixnuzzles

$CLQ and lithium…I have noted in the past that in their menu of extraction targets, CLQ did not list lithium; and I speculated that CLQ was able to extract lithium, but for various reasons did not elect to promote this, because the lithium market dynamics were unattractive. There has been some confirmation of this recently. In recent comments about lithium, Friedland downplayed the importance of lithium, citing its relative abundance. He remarked that a couple of Australian mines could supply the entire world demand. But at the same time, CLQ is making some headway on lithium extraction, I think because… Read more »

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hendrixnuzzles
Guest
hendrixnuzzles

VRB-Pu Neng power install

From awarding of contract to commissioning took 13 months.

http://www.spartonres.ca/news/press-release-oct-31-2018/

Interesting that Sparton Resources posts VRB news releases on the Sparton Resource website.

hendrixnuzzles
Guest
hendrixnuzzles

Crusty old geezer sitting on a fortune http://www.spartonres.ca/news/sparton-update-nov-2018/ Here is Lee Barker, an old-time geologist who got 18% of Pu Neng. He won’t give up on his dreams of glory for gold in Canada. I think he is a little cock-eyed for dribbling away money on gold exploration in Canada, but the guy sits on the board of Pu Neng and has 18% of the company. Note he is independently pursuing vanadium mining contracts in China. Probably sticks in RF’s craw, but if Lee can get the deals before RF does, Pu Neng will buy from him…I imagine. I am… Read more »

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secretsquirrel
Irregular
secretsquirrel

Quintessentially Nickel and PGMs

https://www.nornickel.com/upload/iblock/1b3/Quintessentially_Ni_and_PGMs.pdf

hendrixnuzzles
Guest
hendrixnuzzles

Thanks, Squirrel. Pretty interesting, although one doesn’t know whether they are good forecasters or not. Interesting tid-bit…mentions that in their opinion there are seven new Australian projects that could be on-line by 2025…referring to nickel. One topic I was surprised that they neglected was the quantification of the relative splits in production between nickel that is suitable for batteries, and that which is not. The impression was created that the nickel needed for stainless steel was still the driver for nickel demand. My assumption, based on anecdotal figures I have heard here and there, is that the nickel that is… Read more »

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hendrixnuzzles
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hendrixnuzzles

The Grand Strategy of Robert Friedland Taking a step back and surveying the landscape, one has to be impressed with the vision, strategy, and implementation of Robert Friedland’s current strategic vision. The main elements are: 1. ENERGY METAL TARGETS…Friedland has targeted major ENERGY METALS, or metals that will play a role in battery technology or light-weighting of transport, namely copper, cobalt, graphite, platinum, palladium, scandium, zinc, vanadium. Plus water. 2. He has approached the extraction and mining business with advanced, leading edge TECHNOLOGY both in detection, survey, and production. 3. The same technology that will be applied in mining, will… Read more »

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hendrixnuzzles
Guest
hendrixnuzzles

One other thing about Friedland’s strategy: He wants the biggest, richest deposits with the best geology. If it isn’t going to be big and profitable, he is not interested in the deposit. The geology trumps politics.

Politics comes and goes. The geology and size of the deposit does not change.
Sometimes the politics messes up your timetable; but politics will not change the deposit.

Griffin
Member
Griffin

HN good to see you spending some more time here. Through all your posts on $CTEQF I’ve seen what RF is building a very large conglomerate which in itself presents an obstacle to over come for Investor Relations. IR to their credit has upped their game a bit in the last year by posting third party news releases. More has to be done if we are going to see a move in the share price before financial reports with a positive bottom line do up the SP.

hendrixnuzzles
Guest
hendrixnuzzles

The market caps on these companies is incredibly low…CLQ, ARL, any of them. I understand the skepticism in general on mining in-ground speculations…these companies have to raise huge capital, and there is usually deposit risk that seriously calls into question the underlying value. Even where Robert Friedland or high-tech exploration and experience are involved, these projects can shoot blanks on the deposit…like at Cordoba and South Voisey’s Bay. *** Taking my own mental review, thinking out loud; not especially trying to persuade anyone but myself: There are five potential problems at CLQ: (1) The high capex, there is still some… Read more »

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secretsquirrel
Irregular
secretsquirrel

Speaking of lithium and vanadium, Queensland’s world-beating battery will be four times bigger than South Australia’s

https://stockhead.com.au/resources/queenslands-world-beating-battery-will-be-four-times-bigger-than-south-australias/amp

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hendrixnuzzles
Guest
hendrixnuzzles

For us the question is “What are the metal components in the battery storage ?” The article mentions “lithium ion”, but usually this is shorthand for nickel-cobalt. As long as the nickel-cobalt formulations are still winning in contracts, we can be pretty confident that demand for the respective sulfates will keep growing. Note there are a few varieties, nickel-cobalt-manganese, nickel-cobalt-aluminum, etc. and the ratio of cobalt to nickel can vary. . I expect to see zinc-air and a few others like vanadium redox popping up from time to time. As long as these are the winning battery storage chemistries in… Read more »

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rubberworm
Member
Griffin
Member
Griffin

$FYI – Cobalt Miners News For The Month Of November 2018
by Matt Bohlsen @SA – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BH

Summary
Cobalt spot prices were slightly down in November.
Cobalt market news – Uranium levels force Glencore unit Katanga to halt cobalt exports.
Cobalt miners news – Australian Mines delivers their BFS and Cobalt 27 to buy back their stock.

https://seekingalpha.com/article/4224404-cobalt-miners-news-month-november-2018?isDirectRoadblock=true

$CTEQF $ECSIF long

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Gr8Full!
Member

Ionic Industries AGM link >
AGM Presentation – November 2018
By simons / 2018-11-27

Ionic Industries held its Annual General Meeting on 26 November 2018. We had a large group compared to previous years who were all highly engaged at the meeting. The company provided a range of updates that were very well received and generated a lot of excitement in the room.

You can download a copy of the presentation here: AGM Presentation
http://www.ionicindustries.com.au/agm-presentation-november-2018/ Best

williamstown
Irregular

Fgr Asx if anyone is keen on graphite/ graphene, spend some time on researching.
Just starting to make some inroads.
It could be a world leader within 24 mths, in its field.
DYOR/DD

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edski
Member

Totally agree williamstown!
They have accomplished actual SALES! That little word has been missing in mostly all of the Graphene companies.

williamstown
Guest
williamstown

EUC ASX AGM held today, it was quoted that Rob Jewson and Tolga both expressed their absolute confidence, in EUC, proving the commerciality of the project in Dobsina, during the 2019 year. They also have been quoted as saying, they have received many inquiries from vehicle makers, which as you can gather, would be run of the mill for all Co explorers. If they do happen to realise a commercialised project, this is fantastic news, considering the land holdings they hold. Many up and coming small companies, and larger ones too, have been hit hard during 2018. Some of them,… Read more »

edski
Member

$SER:ASX lp I just wanted to share my experience with SER with you all. I bought into it trying to “back into” Ionic, as SER owns 15% of Ionic. HN made an excellent bet on buying into Ionic directly, but I could not afford the challenge, so I bought SER instead, at .004 cents a share. Laughable, I know, but I got “in”. Funny about getting into a company with a lot of irons in the fire. I also knew of their talk of supercapacitors, and a little mining venture or two. Seemed to be going nowhere except liking living… Read more »

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rubberworm
Member
rubberworm

https://twitter.com/i/web/status/1069000279868104704

rubberworm
Member
rubberworm

I have brought up MIN or EXMGF before. It’s copper. They now have all permits done and full funding. A little DD…. https://aus.amegroup.com/Website/FeatureArticleDetail.aspx?faId=567 Our stage 1 – 25 million pounds is what? $50 mill plus the $8.4 mill JCM for $2.33 per pound installed capacity. Stage 1 going to stage 3 is $300 mill/100 mill extra pounds? So $3 a pound installed capacity for expansion. Average installed capacity is therefore less than $3 per pound. And to boot – each one of those installed pounds for Excelsior has probably almost double the margin per pound of others who may be… Read more »

hedy1234
Guest
hedy1234

The Congo announces a tripling of cobalt royalties per Clean Teq IR.

Griffin
Member
Griffin

This a link to the Bloomberg article Clean Teq IR sent out

https://www.bloomberg.com/news/articles/2018-12-03/congo-triples-levy-on-cobalt-with-strategic-minerals-decree?utm_source=google&utm_medium=bd&cmpId=google

$ASX:CLQ long

rubberworm
Member
rubberworm
Member
rubberworm
edski
Member

# IKN Folks, I hope that you have kept up with IKN and his blog. https://incakolanews.blogspot.com/ For the past two days he has posted discussions with two knowledgeable people about the mining sector and discuss what has been going on regarding the share pricing, and how we have gotten into such a mess. This cat really pens some interesting things and takes on “problem” pump and dumpsters all the time, but lately he has really gotten in their face, and now we see some verbiage from market and company higher-ups. This might help you understand why share prices is so… Read more »

edski
Member

I found these guys a little while ago but they only work within where you live and your compatible investment location. (what edski’s trying to say, is that you must live and have an account with whatever market they will offer their services in) . https://www.primarybid.com/ They are expanding, or trying, their services to other markets. It will be interesting to follow and see if this opportunity comes to the states. But maybe some of our international friends can use it’s services. If anyone has used them, please share your experiences with the group. I cannot use them, but I… Read more »

tanglewood
Irregular

#CTEQF I sold my CleanTeq shares today at .28 mostly for tax loss reasons. Now, as what usually happens, it’s onward and upward from here.

jerome50
Member
jerome50

Tanglewood pretty sure you will be able to buy back in lower in 30 days – don’t think this stock is going anywhere for awhile – been a stinker forsure!

Jake
Guest
Jake

Proven true. 4 months later – 25% cheaper.

rubberworm
Member
rubberworm

Stinker is lining up all the details. A project that will happen . JMHO .
https://clients3.weblink.com.au/pdf/CLQ/02059439.pdf

rubberworm
Member
rubberworm

Sama had #’s news out today. I’m not much of #’s guy at all. How do they look…
http://www.stockwatch.com/News/Item.aspx?bid=Z-C%3aSME-2696621&symbol=SME&region=C

Griffin
Member
Griffin

$FYI – Dear Ionic Shareholders and Friends, Working with nano-materials means that the magic often happens at the microscopic scale which is difficult to observe … however, we’ve recently developed a number of prototype supercapacitor devices using our graphene technologies, and here is a video of one of these devices in operation … sure, it’s an amateur video, but we figured we’d rather spend our shareholders’ money on doing science at this point 😉 Our inexpensive, safe and environmentally friendly supercapacitors have the potential to power a broad range of Internet-of-Things devices and those are the markets we will be… Read more »

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donhenges
Member
donhenges

Hi, I’ve been invested for over a year and have bought from .60 to over a dollar and back down to .30. I like the story and am already overweight but seriously considering adding more at .25. Would anyone be willing to share their thoughts on financing? Chances of financing not going through. Chances of dilution?
Thanks,
Don

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deanbob
Member
deanbob

Long CTEQF
Hi Don,
HN wrote a fair amount on this. The best I can recall is dilution is indeed possible; however, if it happens it will be dependent on the offtake agreement(s).

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# Clean Teq (CLQ.AX;CTEQF)
hendrixnuzzles
Guest
hendrixnuzzles

Hi Don. I have not been active posting recently but still have a large position (under water) but am considering adding at these levels. My opinion on their chances of not getting financing: Close to zero… barring a major Chinese or world-wide financial or physical disaster/holocaust. Unfortunately my opinion of the chances of a Chinese or world-wide financial or physical holocaust have increased somewhat…but in that case, everything else we have goes into the crapper also. For better or worse Friedland is now deeply embedded with China. Exposure to CLQ is based on China and commodity prices. It is, for… Read more »

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hittman
Member
hittman

Anyone else think it’s ok to get in on Aurora late while it’s at a little over $6 right now?

John
Guest
John

sam riggel very smart locking in cobalt offtake using MB pricing as it’s 40% higher than LME atm.

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donhenges
Member
donhenges

Thanks for the reply. I missed it somehow. I did buy a little more under .30 and am glad as the stock price looks to be trending up (crossing fingers). I miss your insights. I hope you find the time to share your thoughts more frequently.

Don

edski
Member

#Ionic, CTEQF, lp
How about a “booster shot” in an article regarding Ionic and Monash:

https://www.engineersaustralia.org.au/News/monash-unis-graphene-filter-may-enable-ultra-fast-liquid-filtration

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rubberworm
Member
rubberworm

Very good thanks

denton
Irregular
denton