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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Griffin
Member
👍3564
Griffin

$ECSIF – eCOBALT RAMPS UP PRE-CONSTRUCTION ACTIVITIES ATTHEIDAHO COBALT PROJECT

http://www.ecobalt.com/assets/docs/180423_eCobalt%20Progresses%20Pre-Construction%20Activities%20.pdf

ECSIF long

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wade
Guest
wade

I love the potential for this company and love this discussion, and I might have missed it somewhere (though I try to keep up)…but does anyone have a clue as to what’s behind the blatant downward trend in Clean Teq’s price? I haven’t come across that much negative news to justify the drop. I of course know that things don’t always just go up, but what am I missing here? I know this too is a long-term venture, but is there any relief in sight?

Travis Johnson, Stock Gumshoe
Admin
👍14492

Other than the fundraising and general sentiment about commodities, or fear that the DRC cobalt mines will expand and become more socially acceptable, I’d guess that it’s mostly boredom. Mining companies often need constant attention to surge higher. Speculators are often enthralled by exploration stories that turn raw dirt into dreams of glory, but not as excited about the actual final stages of raising funds and building and commissioning a mine. It’s entirely possible that this one will require patience over the next year or two, during which nickel and cobalt prices will loom pretty large.

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wade3
Irregular
👍120

Thanks for your response. You surmise everyone’s simply “bored,” but the drop has been so consistent and dramatic, I just thought there would be more.

Travis Johnson, Stock Gumshoe
Admin
👍14492

Could be more, but with substantial fundraising and big costs ahead you probably need new investors to get excited to drive the stock higher… which probably requires stronger nickel/cobalt prices, but we’ll see. I’m waiting for the next feasibility study and resisting the knee-jerk urge to “buy the dip” right now, personally.

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rubberworm
Guest
rubberworm

With Fidelity buying 6% about of CLQ about a month and a half ago at around at what would be 88cents US don’t think buying today at under 76 cents today for me is knee-jerk. I use Fidelity somewhat. They warn investors about the risk of penny stocks. Then Fidelity loads up here? https://en.wikipedia.org/wiki/AustralianSuper
They are a pension fund with around 5% holdings. I got into CLQ late when Pengxin Mining jumped in. A 16% holder they are. The word on my street is Chinese pay top dollar to get in on a winner.

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Travis Johnson, Stock Gumshoe
Admin
👍14492

I wouldn’t characterize your buy as “knee-jerk” either… just that mine would have been if I bought on temptation when the shares dipped a bit. With mining stocks I’m always very cognizant of the amount of capital I have at risk, even those that are, I think, unusually high potential like Clean TeQ — if I bought every time the price dropped to look relatively appealing, my total allocation to the stock would quickly get too large for my risk tolerance.

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hendrixnuzzles
Guest
hendrixnuzzles

Travis I agree with your assessment, there are many studies that track development sentiment through the entire cycle, and we may be in a lull before the final BFS and the inevitable bad news of how the mine is financed

hendrixnuzzles
Guest
hendrixnuzzles

They just issued 136 million new shares; this is dilutive; also there are other cobalt prospectives getting mauled, it is not unique to Clean Teq.

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Cleveland
Member
👍6051

What I have always hated about Australian companies they tend to gravitate towards a BILLION fully diluted shares outstanding. This one is quickly moving in that direction.

hendrixnuzzles
Guest
hendrixnuzzles

Yes…some of them have multi-billions, like AUZ. Tough to move the price with that many.

hendrixnuzzles
Guest
hendrixnuzzles

Being realistic about dilution and debt, it is obvious that The Big One is coming on mine finance for Sunrise. It has to be: DEBT OR EQUITY The feelings I get are as follows: 1, The project capex will be well over $1 billion…though there is a possibility that RF has a deal to get it for less. It will still be a large number, $800 to $1.2 billion. 2. The current dilution of $155 mil AuD will be used towards project acceleration. So the existing owner’s sunk equity, plus the current stock raise, will at least be credited towards… Read More »

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hendrixnuzzles
Guest
hendrixnuzzles

For possible short-term factors I will try to post weekly market cap movements in similar Aussie developers, plus corresponding changes in nickel and cobalt prices.

I did this for last week…there was a clear correlation to nickel and cobalt spots,
with 5 of 6 stocks; the exception was COB, which has timely news.

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SoGiAm
Member
👍11458
rubberworm
Guest
hendrixnuzzles
Guest
hendrixnuzzles

China and automobiles…I always wondered why China, with their tremendous manufacturing capabilities, did not seriously go after the automobile business.

I am coming to the opinion that they decided to “leapfrog” the ICE technology.
Instead of being a follower in gas-engine technology, they have decided to be a leader in the EV space. Why devote resources to conventional gas cars that ensure you are dependent on foreign oil, and poison your urban populations with unbearable levels of smog ?

Similar to what they did with cell phones. Why erect telephone poles and lay cables.
Just go cellular.

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secretsquirrel
Irregular
👍1229
secretsquirrel

Absolutely hn,

Sure these been posted –

https://www.bloomberg.com/news/features/2018-04-23/china-s-carmakers-want-to-dominate-world-s-next-era-of-driving

http://mobile.abc.net.au/news/2018-04-26/china-goes-electric-as-trade-tensions-reshape-auto-industry/9697974

They already tying it all up from the raw base ingredients to the final replication of which they can bury anyone on price. Having made products previiusly in China, price into market beats all your competition.

EV’s are basically computers with wheels especially when fully AI driven.

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hendrixnuzzles
Guest
hendrixnuzzles

A water ticker to check out

I just saw this company mentioned [no opinion, no position] but those interested in water companies with contracts in hand might be interested.

“…PRNewswire/ – LiqTech International, Inc. (NYSE MKT: LIQT) LiqTech and Hunan Yonker Water Co., Ltd. (“Yonker”) have signed an equity joint venture agreement to set up a joint venture company in China relating to filtration systems based on LiqTech’s Silicon Carbide Membrane technology used in water and wastewater treatment for industrial municipal facilities.

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SoGiAm
Member
👍11458

$CBBHF, OTC ticker for Cobalt Blue Ltd, 🙂 $COB.asx wow! 🙂
$AMSLF OTC ticker for Australian Mines, Ltd., $AUZ.asx, fp.

Recent Subscriber Feedback On Trend Investing by Matt Bohlsen >
https://seekingalpha.com/instablog/37628986-matt-bohlsen/5150573-recent-subscriber-feedback-trend-investing

Not a premium subscriber to Trend Investing by Matt, yet.
#ThankYOU Matt! 🙂 #Best2ALL! 🙂

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secretsquirrel
Guest
secretsquirrel

Thanks Matt,

I have been getting his free service for some time, always a good read.

Cannot find any premium service link or pricing anywhere, have you any information re this, thanks.

Best SS.

SoGiAm
Member
👍11458

#TrendInvesting by Matt Pricing from link in article: Cancellation policy
Annual subscriptions may be cancelled for any reason within the first 30 days and receive a full and prompt refund. There are no refunds on monthly subscriptions once they are charged.
Choose your plan
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Plus sales tax/VAT, where applicable

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🙂 #Best2YOU SS! 🙂 Ben @H0U3

secretsquirrel
Irregular
👍1229
secretsquirrel

Thanks Matt, appreciated!

deanbob
Member
👍705
deanbob

$NT I wonder how this increasing PV installation and VRB’s will affect the post 2020 Chinese plans for nuclear powered electricity generation.

https://cleantechnica.com/2018/04/24/china-installs-nearly-10-gigawatts-of-solar-in-first-quarter-up-22/

hendrixnuzzles
Guest
hendrixnuzzles

I forget how many nuclear plants are already in their pipeline, but it is a lot.
Remember the VRB plants store energy, they do not generate it. I saw a figure that storage capacity should be about 20% of total power generation capacity.

I think solar will cut into future nuclear installs…uranium is plentifull and cheap
but solar is free and the capex looks a lot lower and install is faster.

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hendrixnuzzles
Guest
hendrixnuzzles

“storage capacity should be about 20% “…variable; Chinese govt guidance on storage is 10%.

hendrixnuzzles
Guest
hendrixnuzzles

Rick Rule on uranium…in the link provided by edski RR thinks there will eventually be a replay on the uranium boom…unpredictable timing, of course. I do tend to agree the odds are in favor but the time frame could be very long.

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hendrixnuzzles
Guest
hendrixnuzzles

Something to track on short term moves It is only one week, but I decided to start tracking the prices of nickel and cobalt and the market caps of other cobalt-nickel spec miners. Last week: CLQ 720 707 -1.8% COB 144 153 +6.3% ARL 98 86 – 2.2% EUC 67 61 -9.0% PGM 28 26 -7.1% AUZ 235 222 -5.5% Total 1292 1255 -2.9% Nickel $6.64 6.33 -4.7% Cobalt $41.50 40.26 -3.0% To me it shows a correlation between short-term nickel and cobalt prices, and it shows that comparatively speaking CLQ held up (though COB excelled on news). Interestingly this… Read More »

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rubberworm
Guest
rubberworm

The SP most of the time always falls to PP price. And as you point out other miners in our field have also been taking a hit. I was buying Friday. Around 10 cents lower then Fidelity paid. I love it. I used Fidelity for that buy. Called Fidelity International up to see if they could give the amount of shares at the ask. Told the guy on the phone that Fidelity was in on the PP and he knew nothing about that or Clean TeQ. If he is smart he will take a look. Anyway like these tweets…. https://twitter.com/i/web/status/989716368785227777

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hendrixnuzzles
Guest
hendrixnuzzles

The figures are just for one week, obviously news and sentiment can drive an individual spec stock around like a chime in a brisk breeze. But I think it might help our emotions to keep track of the underlying commodities and a broader look at other comparable companies (Australian ni-co developers).

Funny, these figures got two comments from the few readers here (30 ? 50?)
and no reaction at all from Hot Copper, where there are hundreds and thousands of views.

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hendrixnuzzles
Guest
hendrixnuzzles

Sama Resources…long $LNZCF…..RF, HPX, and African nickel-cobalt

Here’s one under the radar. high Powered Exploration (=RF) put a whole bunch of serious money into Sama Resources this month for a 60% buy-in right on the Cote d’Ivoire nickel-cobalt project. Also remember that Sama owns 44% of SRG and their big graphite flake project.

http://samaresources.com/news/sama-resources-inc-announces-closing-of-strategic-investment-with-high-power-exploration-inc-to-develop-the-cote-divoire-nickel-copper-and-cobalt-project/

Honestly at the current market cap I have to consider adding to my position, as speculative and as early stage as the company is.

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hendrixnuzzles
Guest
hendrixnuzzles

Sama Resources $LNZCF otc… long…( SME tsx-v) While I have cooled on most exploration plays I have kept my position in Sama Resources. It has not been a “front-of-mind” position like Clean Teq and Ivanhoe Mines; but further checking is very positive, and I am inclined to build a larger position. Before talking geology and targets, let me just outline a few important matters concerning the stock and the parties involved. –First, Sama owns 40% of another explorer, SRG. SRG is on the TSX. –Market cap of Sama is about 70 million; SRG is about 100 mil. Sama stock is… Read More »

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edski
Member
👍1022

Nice writing there, HN . Well thought out.