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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. “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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SoGiAm
February 3, 2018 12:18 pm
Reply to  hendrixnuzzles

#Link to Volume for your convenience: https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/
Scandium, Cobalt, and Water Purification: CleanTeQ Holdings

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eagerbeaver
eagerbeaver
February 2, 2018 2:10 pm

Cobalt and nickel prices continue to increase as can be seen here

http://www.infomine.com/investment/metal-prices/cobalt/

and yet the stocks of CleanTeQ and Ardea, companies with rich deposits, excellent prospects, and in a very safe jurisdiction, are currently being beaten down. You would expect the exact opposite, even more so with the current challenge facing DRC cobalt and nickel miners. CleanTeQ and Ardea should be in the sweet spot IMO and I have been adding.

Long $CTEQF and $ARRRF

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d.mounts
d.mounts
February 2, 2018 2:50 pm
Reply to  eagerbeaver

$CTEQF, $ARRRF. Eager, how many, outside of the gummie community really understand the value of CleanTeq and/or Ardea? What an opportunity to add.

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eagerbeaver
eagerbeaver
February 2, 2018 3:06 pm
Reply to  d.mounts

Indeed deanbob!

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dougj34
dougj34
February 2, 2018 3:48 pm

I doubt that anyone in here has reason to think I am not high on commodities, and especially those commodities related to
developing energy storage technologies. HN and all have made a super strong case for Friedland enterprises and the approach that is being taken to achieve enterprise goals. As investors I hope all will pay close attention to bond markets and interest rates. The relationship between bond markets, interest rates, and every market in the world is of critical importance to know about. I am deeply concerned re the effect even minor upward adjustments in interest rates will have on global bond markets. I have no doubt the resources needed to satisfy energy storage needs will be huge during the coming years however I have serious doubt that a major economic downturn can be avoided. As a result, social unrest may not be guaranteed, but the probability of global social unrest exists. Pay attention to what the insiders are doing, selling several fold more than they are buying, and other indicators that suggest a very big change is likely in the not too distant future. Far too much debt has been accumulated at very low, short-term rates, to be ignored. Once that debt is turned over and scheduled with higher interest rates, we (that would be you, me, and all the other “little people”) are in serious trouble IMO. So when you are loading up I hope you will keep our current economic conditions in mind as there is a strong potential for some super buys to manifest soonly. I am not an insider, I do not even know any insiders personally, but I can see indicators that suggest we are in for a shock. What has been written here is an opinion that I would be unable to forgive myself for not sharing if TSHTF the way I see it coming. Much of my information comes from Gregory Manarino, Lynette Zang, James Corbett, and the Agora folks among others, the official bond charts are most helpful too as trends are meaningful. Best.

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dougj34
dougj34
February 2, 2018 4:35 pm
Reply to  hendrixnuzzles

Form a plan HN like you have considered re shorting. Or hold onto cash for the day those great buys become available. Keep positions balanced (of course we all have our favorites that are hard to resist), keep physical metal holdings at a reasonable level relative to total assets, keep a supply of tools (hammers & nails) that you know how to handle, maintain a stockpile of foods, purchase land if you can, and form a strong community of trustworthy people (is that an oxymoron?). We could be facing difficult times that will last years. I encourage people to decide what is important to them and act accordingly. Pay down as much debt as possible and don’t trust the bankers with your hard earned cash, they are busy creating all the reasons and means they need to keep it IMO. Basically just take steps to protect yourself, I think our situation is a defensive one that will benefit from a strong offense. There is nothing easy about what is transpiring in our world, it is manageable though if we step outside the box. I have been thinking about what China is doing in Africa and in its homeland, there are some excellent examples to be found in that culture (I cannot remember thinking this way about Chinese strategies before recent times). Best.

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dougj34
dougj34
February 2, 2018 9:31 pm
Reply to  hendrixnuzzles

That’s right, my apologies.

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tanglewood
February 3, 2018 11:33 am

Hi HN; #noticker This is a shocker! Dr KSS and Travis had a falling out.
https://www.stockgumshoe.com/2017/11/microblog-discussion-page-for-arch-therapeutics-arth/comment-page-1/#comment-4971957

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Investor Clouseau
Investor Clouseau
February 3, 2018 12:08 pm
Reply to  tanglewood

Thank you for the cross-forum link. I don’t follow the ARTH thread and that is certainly a news worthy twist of events around here. What a mess.

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niizajim
February 6, 2018 2:52 am

Yeah! That is really really too bad!! Oh well, guess I’ll use this site more for metals research now.

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tanglewood
February 3, 2018 11:47 am

Hi HN #PGM.AX Platina Resources (ASX: PGM) is an ASX-listed scandium, cobalt and platinum developer based in Australia. I don’t know if this company has been discussed before; I couldn’t find the prior thread. Their mine is close to CleanTeq’s less than 7km from Syerston. Won’t that present problems?
http://www.asianmetal.com/metal_cron/2017/index_lunshi_mosig_en.shtml

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SoGiAm
February 3, 2018 12:31 pm

$BMR / $BM1 . Just got their update. WOW!!! Grades at McAra are extremely impressive. best I have seen to date.. This is going to be huge! Iron Mask next,,, Now I am confident this will be the Co stock to have in 2018!!!
https://twitter.com/Investie1/status/958939789742387202

A compelling presentation from Gary today – company has taken a little longer to get to this point, but what was clear was the depth of geophysics and geochem that underpins the exploration program. We should expect very high drilling success rates and even higher Co grades!!
https://twitter.com/BabarczyJulian/status/959019904723664896

Lots of activity coming near $MEI’s ground in Canada, expecting some drill results from (currently private) Battery Minerals which has adjacent ground and which should be IPO’d by @HunterCapital1 in the next couple of months. #cobalt #ElectricVehicles https://twitter.com/BabarczyJulian/status/951693832814452736

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Cowboy
Cowboy
February 5, 2018 4:50 pm

CTEQF– Long….Podcast concerning Congo taxes from John Kaiser…. https://www.howestreet.com/2018/02/02/congo-launches-cobalt-tax-grab/ …Cowboy

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Cowboy
Cowboy
February 5, 2018 5:14 pm
Reply to  Cowboy

Lots of talk on Scandium and CTEQF on here too. Along with batteries…Cowboy

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renbycage
renbycage
February 5, 2018 7:04 pm
Reply to  Cowboy

My ears are open when Kaiser speaks, he is just about the only guy who presents sobering perspective on cleanteq as an investment. But I really don’t get him at all here. He makes it seem like the company can’t mine cobalt and scandium together, which is exactly what the company has said they plan to do. Yes the high grade scandium is not the same ore as the high grade cobalt. So they will be mining the low grade scandium from the cobalt pile, as a side product. What is hard for him to understand about that? They’ve already guided exactly how much scandium they will produce, and also how much scandium they could produce if they decided to give scandium its own circuit, which they will do if the market justifies it. For him to say it was the dumbest announcement ever, what is he thinking? Because they will team with a big aluminum company to explore scandium applications means they are giving up cobalt? What’s that man thinking?

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Cowboy
Cowboy
February 5, 2018 7:40 pm
Reply to  renbycage

I’m with you on this renby. I will promise you RF has his plan in place….Cowboy

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Cowboy
Cowboy
February 5, 2018 8:41 pm
Reply to  hendrixnuzzles

I have HN. I got out of some when this news came out, and eased out of some more today. I made good money,just not what it could have been of course ! I will ride the rest through RF’s speech this week. I rolled some of this over to CleanTeq today. Can’t resist the price…. Cowboy

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John
Guest
John
February 5, 2018 8:43 pm
Reply to  hendrixnuzzles

JK obviously backed the wrong horse hence his why his resentment towards CLQ?

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Cowboy
Cowboy
February 5, 2018 10:52 pm
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niizajim
February 6, 2018 9:23 am

$ARRRF Down $.24 on the Australian exchange today. Seems like a great buying opp if someone has cash available. I don’t unfortunately.

long with small position and quite underwater here.

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hedy1234
hedy1234
February 6, 2018 10:20 am
Reply to  hendrixnuzzles

HN- noting the BHP investment, are they involved with Cleanteq?

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hedy1234
hedy1234
February 6, 2018 11:03 am
Reply to  hendrixnuzzles

Thanks HN

Cowboy
Cowboy
February 6, 2018 10:45 am
Reply to  hendrixnuzzles

Nice find HN ….Cowboy

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John
Guest
John
February 6, 2018 5:05 pm
Reply to  hendrixnuzzles
Cowboy
Cowboy
February 7, 2018 1:00 pm

MGXMF–Long….Critical Investor Q & A with MGX Minerals CEO Jared Lazerson… http://www.theenergyreport.com/article/2018/02/06/the-critical-investor-q-a-with-mgx-minerals-ceo-jared-lazerson.html ….Cowboy

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