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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1867 Comments on " Scandium, Cobalt, and Water Purification: Clean Teq Holdings,Volume 2, 2018"

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denton
Irregular
383

Gold Miners Share Price Performance: Australia vs. North America

https://www.sprottmedia.com/sprotts-thoughts/

Griffin
Irregular
2036
$CTEQF – Quarterly Activities Report Successful completion of a A$150 million institutional placement to accelerate development of the Clean TeQ Sunrise Project Definitive Feasibility Study on track for completion in June 2018 Mining Leases granted over Clean TeQ Sunrise Project Key executive appointments made to support Clean TeQ Sunrise execution and operational readiness Partnership agreement with Chinalco and Chongqing University for scandium alloy development Clean TeQ Water awarded breakthrough contract with Multotec clients3.weblink.com.au/pdf/CLQ/01970038.pdf Hope this link works. There are 12 pages to the report hoppe that tides you over till the 18th. 😉 $CTEQF long
eagerbeaver
Irregular
421

Here’s the link to Clean TeQ’s report on the first quarter, dated April 11. It’s good to hear from then again.

http://clients3.weblink.com.au/pdf/CLQ/01970038.pdf

Griffin
Irregular
2036

Thanks Eager I didn’t double check. Lately the formatting has come through on my comments till the comment is placed at the end of the thread and I didn’t check to see if it did. It also appears the http: wasn’t caught when I copied the URL Travis has been mucking with the code again. 🙁

hendrixnuzzles
Guest
0
Two notable metals, SCANDIUM and VANADIUM, were NOT mentioned in the Minmetal news release. Their absence was conspicuous from our perspective, requiring some further speculation on why they were absent. 1. SCANDIUM..not an issue, because it will be taken care of at Sunrise as a by-product for the aforementioned cobalt and nickel; and because RF is all set with Chinalco, at the least. Supply will not be the bottleneck when Sunrise is up and running, at least for a while. The hold-up is now getting take-off and getting the nickel-cobalt project up and running. Scandium is a by-product and will… Read more »
hendrixnuzzles
Guest
0
CLQ quarterly activities report…there is some good stuff in there. Besides the leading bullet points we knew about, there is confirmation of some of our hypotheses and other good stuff: –They have decided to build (see use of placement money), –Fidelity’s 40 million shares may be over and above the Placement; –High capex was the reason for the BFS delay; and –The fixed price option is being pursued for Sunrise (surely with CMC) Edited quote from CLQ’s announcement this week: “Specifically, prior to FID, proceeds from the Placement will fund: • Detailed engineering and design work for the process plant… Read more »
niizajim
Irregular
968

$Cteqf long Yes, an excellent and very encouraging report. Looking forward to the June DFS!

like you said, they have certainly decided to go ahead and build the mine, but then why do they put off the FID until the end of the year? That part doesn’t make sense to me. I know that is just the official public announcement, but still, you would think it would not take them 6 months to do that.

rubberworm
Guest
0
From IR…. While we have every intention of progressing into construction, there are a number of processes that still need to run their course before our Board will be comfortable to set the project on an irrevocable pathway toward production. Once the DFS is complete in mid-June, we will need to progress our discussions with offtake partners and our debt banks, and finalise the financing for the project. We believe completion of the DFS will enable us to complete these within the 6 month window we’ve given ourselves, however as in life there are no guarantees. The Board will want… Read more »
rubberworm
Guest
0
hendrixnuzzles
Guest
0

$CTEQF…Motley Fool…great they mention it. Simple and accurate write-up. No detectable bias.

But this is what I mean when I say the analysts will consistently under-estimate Clean Teq. The MF guy does not even mention water of vanadium.; understandable, since the water announcement came two days after the MF article was published, and the vanadium deals are only visions in the HN Crystal Ball.

Griffin
Irregular
2036

$CTEQF – Clean TeQ Water – Cooperation agreement with Chinese environmental research & design institute

http://clients3.weblink.com.au/pdf/CLQ/01970859.pdf

CTEQF long

Cowboy
Irregular
418

CTEQF–Long…. Good to see that news Griffin !….Cowboy

Griffin
Irregular
2036

$STNUF Thanks Cowboy having problems posting comments but this one was simple C&P.

btw STNUF is one of a few positions that is the green.

hendrixnuzzles
Guest
0
CLQ water deal…Pretty important. Couldn’t find much on Meili Guotu design institute, but the end customer is CITIC Construction, one of the biggest Chinese real estate/construction/ development firms, and the parent is CITIC GROUP, a State Owned corporation with 44 subsidiaries. CITIC may appear again in the bank financing. CITIC will play a major role in infrastructure for the China industrial “Silk Road”. CITIC has world-wide reach. The deal probably won’t be an immediate catalyst…the traders are not even giving credit for scandium because it is too long away (!), but this is a major plus for Clean Teq and… Read more »
rubberworm
Guest
0

Your good…thanks for your DD

tanglewood
Irregular
295

Hi HN I was wondering if you would care to share what is the percent of your investment in CLQ (CTEQF) versus your total portfolio value. I am currently long at 3.1 % and may be adding.
Thanks for being our ‘eyes and ears’ for this company.

hendrixnuzzles
Guest
0
I do not think my percentage is a good guide to go on for anyone else, because the allocation of assets I have in the stock market is not going to be the same as the next person’s, and my objectives for this money is not the same as another person’s, either. I have more assets out of the stock market than I do in the stock market. But to answer your question, over 30%. It’s a little bit of a problem. I would like to diversify more, but every time I look at another resource stock and compare it… Read more »
hendrixnuzzles
Guest
0
In a Northern Miner article from last year I read that Pengxin is the largest shareholder in a major Chinese water company. I checked and it is the one below. Traded on the Shanghai exchange but not a lot of info I could find. Very opaque but has a market cap of 7 billion CNY. “Full Description (sic) Heilongjiang Interchina Water Treatment Co Ltd, formerly HEILONGJIANGINTERCHINA WATERTREATMENT CO., LTD, is principally engaged in sales of water, the provision of sewage treatment service and engineering consulting service, as well as the sales of related equipment. It also provides engineering, procurement, construction… Read more »
rubberworm
Guest
0

You are one heck of a digger. Nobody talks about water much as in investing. I think it will be huge.

Gr8Full!
Irregular
11249
hendrixnuzzles
Guest
0

All hail and credit to Gr8Full.
He started the threads on water and batteries.

I cannot keep up with him, I just try to grab an idea here and there.

hendrixnuzzles
Guest
0
$CTEQF $CLQ Clean Teq I just noticed something. I think it is important. It has been in our faces for a while, but the water announcement bangs you over the head with it. Who are the usual partners for miners ? They are capital investors, or specialists in resource investing, or other miners, or users of the product, or streaming companies. But Clean Teq is different. Clean Teq is partnering with: –Engineering-procurement-construction firms, like CMC & CITIC. –Conglomerates like Pengxin and CITIC, with broad capabilities in engineering-procurement-construction, finance, development, construction, and real estate. Usually miners treat these firms as suppliers.… Read more »
Griffin
Irregular
2036

HN, There has been something in the back of my head I couldn’t put my finger on it. You got it BANG on. When Clean Teq starts to move it is going to be very fast, RF has plan and the pieces are in place.

hendrixnuzzles
Guest
0

Whatever it is up his sleeve it is really big and takes a lot of engineering, procurement, construction, finance, land, government approvals…and Clean Teq technology.

hendrixnuzzles
Guest
0

An interesting angle on Clean Teq is the relationship of technology to applications and commercialization.

In most situations, the technology is developed, and the applications and commercializations follow.

This is also the case with Clean Teq, but there is also a distinct trend that is reversing the order of usual sequence. Clean Teq is influencing the targets and direction of certain types of research, to solve specific problems for which he knows there is going to be a wide application.

This is the case in scandium and water.

rubberworm
Guest
0
hendrixnuzzles
Guest
0

Kabila didn’t make the list.

hendrixnuzzles
Guest
0

$CTEQF $CLQ…Clean Teq is partnered with the research division of Chinalco. You might want to take a look at Chinalco’s website:

http://www.chinalco.com.cn/zglyen/index.htm

Public company but with the press releases not updated for a few years it’s hard to tell what they are up to.

hendrixnuzzles
Guest
0
Vanadium…some information I picked up… I’ve been focused on vanadium in VRBs/batteries, but the applications in rail and building also are excellent. Vanadium makes steel alloys lighter and more durable. Structural steel in buildings using 2-3% vanadium improves structural steel significantly for use in earthquake zones. High speed rail track requires vanadium steel alloys for increased strength, stability, and durability. These characteristics are interesting in view of the “One Belt One Road” initiative. The Chinese construction industry is going to be building a lot of infrastructure. I have been inclined to stick with CLQ and (and SRI, but it is… Read more »
Gr8Full!
Irregular
11249

$SPNRF > Sparton Resources – SP decreased 10.58% 0.046USD
$SRI.V Decreased. 7.14 % 0.065CAD 20180413 > #B2U

$TWOU np -2U FinvizChart > edit in

Add a Topic
2475
Add a Topic
2982
Gr8Full!
Irregular
11249
Add a Topic
2532
hendrixnuzzles
Guest
0

No recommendation on Sparton from me, even though I am long; it is too speculative.

The drop today is likely from what I expressed concern about…Barker diluted to raise dough for the Quebecois gold project.

It doesn’t jeopardize the stake in Pu Neng, it is too small. But why waste $$ on Canadian exploration when you have a real asset in VRB ?

Or at least, close a great deal on the Shaanxi vanadium. Chasing gold in Canada should not be the priority.

Gr8Full!
Irregular
11249
A Look At The Junior Cobalt Miners In Early 2018 Apr. 17, 2018 3:02 AM ET|7 comments | Includes: AMSLF, ARRRF, ARTTF, AZRMF, BAR, BHP, BKTPF, BRVVF, CBBHF, CBLLF, CSSQF, CTEQF, CUZ, ECSIF, FQVLF, FTMDF, FTSSF, GBLEF, GMRSF, HIG, HLPCF, HNLMF, IIDDY, KBGCF, MCRZF, MLXEF, NDENF, NVO, NZRIF, OZMLF, PANRF, PLM, PTNUF, RNKLF, SNNAF, TAKRF, USCFF, WCTXF Matt Bohlsen https://seekingalpha.com/article/4163388-look-junior-cobalt-miners-early-2018? Investment advisor, portfolio strategy, growth at reasonable price 10,537 followers Summary Cobalt spot price history and some background cobalt articles. A new look at the cobalt juniors that have a chance to make it. My top picks. This idea was… Read more »
deanbob
Irregular
446

2 things of note on Matt’s article: 1) $ARRRF price down to .70 USD 2) CTEQF missing from his disclosure. Maybe it is listed under another heading/grouping not included in this article?

Disclosure: I am/we are long GLENCORE (LSX:GLEN), KATANGA MINING [TSX:KAT], NORSILK NICKEL (LME:MNOD), HIGHLANDS PACIFIC [ASX:HIG], AUSTRALIA MINES [ASX:AUZ], FORTUNE MINERALS [TSX:FT], RNC MINERALS [TSX:RNX] , ARDEA RESOURCES [ASX:ARL], COBALT BLUE [ASX:COB], AEON METALS [ASX:AML], GME RESOURCES [ASX:GME], CASSINI RESOURCES (ASX:CZI) , HAVILLAH RESOURCES [ASX:HAV], CONICO LTD [ASX:CNJ], CRUZ COBALT CORP [TSXV:CUZ], BANKERS COBALT [TSXV:BANC], POSEIDON NICKEL [ASX:POS].

tanglewood
Irregular
295

Hi deanbob It’s on page 6 of 19 of the seeking alpha article. His quotes are in Australian dollars.

deanbob
Irregular
446

tanglewood, I did see the CleanTeq discussion within the body of the article; however, I thought it was odd that it did not appear the list of his long positions at the very end of the article.

Add a Topic
# Clean Teq (CLQ.AX;CTEQF)
Gr8Full!
Irregular
11249

$CLQ wow – Matt apparently did not own any of the concern when he wrote the article; nothing to disclose. #Best2YOU!

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4687
Griffin
Irregular
2036
$CTEQF – The missing CLQ from Matts’ article today between RNC and AUZ My view is RNC Minerals is a well valued speculative buy, and a strong optionality play on nickel prices (and to a lesser degree cobalt) rising. Their grade is low but they have a massive sulphide ore resource and a strong financial backing JV partner at Dumont. A rising nickel price and some patience required with a multi-bagger upside if everything goes right. Clean TeQ [ASX:CLQ] [TSX:CLQ] (OTCQX:CTEQF) – Price = AUD 1.23 Clean TeQ 100% owns the Sunrise nickel/cobalt/scandium project in NSW, Australia. Clean TeQ has… Read more »
Lulu
Irregular
1184

dean bob – I am a bit confused…..RNC MINERALS [TSX:RNX] on my stock page TDWebbroker, and I am long TSX:RNX but it is not RNC Minerals but Royal Nickel Corp. The OTC is RNKLF.
??
It’s all good. why TD doesn’t fix it ?? Sorry.

deanbob
Guest
0

Lulu, I am with Fidelity, and I am only familiar with the company name(s). So, I really have no idea.

Gr8Full!
Irregular
11249

RNC MINERALS [TSX:RNX] – They changed names according to 10-K 99.99% sure. Best2ALL!