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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eagerbeaver
Irregular
👍461
eagerbeaver

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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deanbob
Member
👍690
deanbob

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

eagerbeaver
Irregular
👍461
eagerbeaver

Indeed deanbob!

dougj34
Member
👍279
dougj34

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… Read more »

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tanglewood
Irregular
👍446

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
Member
👍139
Investor Clouseau

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.

niizajim
Irregular
👍972

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

tanglewood
Irregular
👍446

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
Member
👍11365

$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… Read more »

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Cowboy
Member
👍584
Cowboy

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

Cowboy
Member
👍584
Cowboy

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

renbycage
Guest
renbycage

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… Read more »

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Cowboy
Member
👍584
Cowboy

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

Cowboy
Member
👍584
Cowboy

Kabila ready to hand over power in Congo ?… http://www.africanews.com/2018/02/05/kabila-ready-to-handover-power-set-to-name-successor-in-july/ ….Cowboy

niizajim
Irregular
👍972

$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.