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.

guest

12345

This site uses Akismet to reduce spam. Learn how your comment data is processed.

2.4K Comments
Inline Feedbacks
View all comments
👍 1039
renbycage
Member
renbycage
July 26, 2018 12:41 am

Well I’m down to my last 2 weeks in Southern California where I’ve spent the last 40 years,and now going to base down in Costa Rica. After “The Purging”, which ended last night, pretty much everything I own is in my 2 cars, and soon both those cars will be sold.

I hope to be traveling a lot, for both work and pleasure, so being light of possessions is the way to go. When I’m living in Costa Rica, my expenses are not that much more than the cost of food. I’m set up on the beach in an ex pat boom town. This is all the stuff I’m bringing:

1. Clothes. 
2. A box of herbs, medicinal foods, and remedies.
3. A box of personal use products, you know, hair, skin, and general hygiene type stuff, I like quality stuff so I have to bring it.
4. Two high tech insect traps and some natural topical repellents.
5. A non-lethal defense weapon that will paralyze [for about a minute] any human or animal that messes with me or my loved ones.
6. The materials necessary for my creative mission.
7. My electric guitar which runs on a rechargeable lithium ion battery, with everything built in, it docks with my iPhone.
8.. Computer and phone
9. My discs, and two professional disc baskets. Here’s me throwing my discs in my Costa Rica front yard, can’t wait to set up my baskets.

https://www.facebook.com/jackebner/videos/vb.761286191/10155131347646192/?type=2&video_source=user_video_tab

Add a Topic
144
Add a Topic
2096
Add a Topic
1614
👍 964
Lulu
Member
July 26, 2018 1:17 am
Reply to  renbycage

Do your disks come back to you or land in the ocean, if they land in the ocean, is your next trick, retrieval? Icelandic

Add a Topic
282
Add a Topic
282
renbycage
Member
renbycage
July 26, 2018 9:46 am
Reply to  Lulu

I try and avoid throwing them in the ocean. Disc throwers tend to be obsessive about retrieving them, which can involve tree climbing, ocean or lake diving, and long searches in thick foliage. But Costa Rica is not like a California park, you better be careful stomping around high grass, looking for a buried disc you might disturb the wrong snake or dart throwing frog,

hedy1234
Irregular
hedy1234
July 26, 2018 10:20 am
Reply to  renbycage

Just got back from a week in Manuel Antonia. Wonderful place!

👍 1664
renbycage
Member
renbycage
July 26, 2018 10:49 am
Reply to  hedy1234

Truly, I spent a week there the first time I was in CR

👍 964
deanbob
Irregular
deanbob
July 26, 2018 11:16 am
Reply to  renbycage

Buena suerte. Great SCUBA spots off CR Pacific. Hope you’ll continue your posting here. Ardea – WoW!

SoGiAm
Irregular
July 26, 2018 2:53 am
Reply to  renbycage

#RenbyCage, Dr. Jack, shall you share some of your music and teach us the Ayurvedic Cranial Therapy techniques with us?
#Live > https://www.stockgums