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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hendrixnuzzles
Guest
hendrixnuzzles

Robert Friedland Inc….For better a understanding of the situation and context of
Clean Teq, the link below to RF’s private Ivanhoe Capital is worth a look.

https://www.ivanhoecapital.com/

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Gr8Full!
Member
👍11348

“I have been in this industry some time, have seen multiple cycles, and where we are positioned now, I think we are going to see a very exciting future for the company,” says Broken Hill’s MD: http://ow.ly/H4sq30jJyll #ASX $BPL $COB #cobalt #mineralsands #investors

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jerome50
Member
👍205
jerome50

CTEQF – long…trading at .65 this am…WOW how low is this going. I hold a huge position and and is now underwater…6 months ago this was trading over $1.30… Not liking this!!

deanbob
Guest
deanbob

$CTEQF I too hold a large position. But, when I see the price drop, I ask myself, “Has anything materially changed with the company?”. And my re-eval has, so far, always shown it has only grown more positive. I too would prefer the price moving the other way. Have you read Ssecret Squirrel’s most recent post?

rubberworm
Guest
rubberworm

Having a hard time watching the Aussie market every night. Been buying more at these lower prices. Better prices then Fidelity loaded up at. I think CLean Teq is working it’s butt off to get this mine up and running ASAP. Can’t see Fidelity buying in that big on a penny stock. We are holding something real good IMHO.

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deanbob
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👍660
deanbob

rubberworm, I think you make excellent points.

Jerome, I forgot to add that HN and a couple of others have pointed out that the market is soaking up (dealing with) the overflow of new shares. It is hard to say when that will be complete. It is very hard to resist nibbling at these low prices.!

jerome50
Member
👍205
jerome50

Thanks guys, I’m not concerned about the company or mgmt, just concerning how this keeps dropping, not in a position to add otherwise would prob do so..

hendrixnuzzles
Guest
hendrixnuzzles

I one has free cash and can stay short of a position size that distresses when it goes down, why resist nibbling ?

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hendrixnuzzles
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hendrixnuzzles

Ivanhoe Capital, Clean Teq, Pu Neng, Ionic Industries, HPX and Sparton Resources…”A Robert Friedland Hairball” With recent declines in my positions, I have become less active in finding new positions, and have tended to spend time re-evaluating the long-term prospects of my existing investments, rather than looking for new ones. Since I have a long-term horizon (2-5 years), as long as I find the companies to have the same fundamentals in place, I can remain fairly confident and simply wait for developments. I watch and research them closely to make sure I do not miss something new on their fundamentals… Read more »

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hendrixnuzzles
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hendrixnuzzles

“2. PU NENG BACKING…Pu Neng is a VRB manufacturer. Question: Why would a geology exploration technology company be a major backer of a battery manufacturer like Pu Neng ?” Elementary, my dear Watson. T This is the same clue that was highlighted by the fact that Mr. Eric Finlayson was the senior exec at Pu Neng. Finlayson is a geologist. He is also on the Board at CLQ. So, another question: Why would a tech company like Pu Neng have a geologist as the top executive ? ** I predict that CLQ will be the world’s largest supplier of VANADIUM… Read more »

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rubberworm
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rubberworm

“I predict that CLQ will be the world’s largest supplier of VANADIUM
within four years. I predict a development announcement this year, one year of prep, and two years to build and commission. At the outside. ” That would be a killer for sure $$$. But why CLQ. CLQ does have the tech to get Vanadium from fly ash. Is that what you are thinking? Btw I was scared to look but right now Aussie market up 6 cents.

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hendrixnuzzles
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hendrixnuzzles

CLQ…short term price action…it is hard not to be affected emotionally by negative short-term price action, but I suggest that the first thing to check out is how CLQ is doing in relationship to other spec miners in the same space over different time frames. Also check nickel and cobalt prices bear checking. I will try to do peer comparisons and commodity price checks at the end of every week. Second, the major fundamentals to watch for that could really invalidate the long-term thinking about the position are: 1. Long term secular price drops in nickel and cobalt (possible) 2.… Read more »

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keen1991
Irregular
👍172
keen1991

Thanks HN. I used to have a position and then sold out too early. I have just bought in again. Based on my assessment of TA I only see another 5% downside from here unless there is something seriously wrong. My position is small enough that I will not worry about it going down further but just large enough so that if it does make a sustained advance I will be very happy.
Thanks for putting in so much time to identify the opportunities.

hendrixnuzzles
Guest
hendrixnuzzles

keen1991…you are welcome. As long as Clean Teq fulfills a good portion of its potential, the effort will be worth it.

Something good out of Ivanhoe, Ionic, and Sparton would be nice, too.

hendrixnuzzles
Guest
hendrixnuzzles

…and Sama LNZCF.

edski
Member
👍979

HN! Do you sleep well at night? Take cat naps during the day? And the obvious question….Do you dream CLQ when you sleep? I see you having conversations with Friedland over all of it. I wonder if he feels you tugging at his shirt sleeve when HE sleeps!

Thank you for your efforts and knowledge and keeping everything tied together. Pace yourself and don’t go crazy on us!

jerome50
Member
👍205
jerome50

Edski – ditto to that. HN you have single handedly convinced me to find the funds and add to my OW position 🙂 Thx for all you do!!

jerome50
Member
👍205
jerome50

it’s OW, but if things went south I would be pissed but it wouldn’t change my life..
Arth OW went south on me ( didnt change my life) but I’m still convinced it’s a great product and will eventually make me a nice profit, much the same as clean teq – doesn’t seem to have a lot more downside with the mgmt and where things are at…but yes agree about position sizing.. Thx for being Mr. Relentless when it comes to sharing information..

niizajim
Irregular
👍972

Just an information update here. I read somewhere here that Sama has a 40% interest in SRG Graphite, but as of March 31st, 2018, that is down to 37% per presentation on SRG website. Also, remember, they are due to publish a DRA on their graphite resource in June. They also just announced a capital raise at $1.5 and the stock closed yesterday at $1.74 so there will probably be a nice buying opportunity today. It’s Canadian and I am not able to purchase the stock or else I might be interested. Might also negatively effect Sama a tad bit?… Read more »

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keen1991
Irregular
👍172
keen1991

Ivanhoe looks as though it wants to reach its 200 w sma. That would be a great place to buy/add,imo.

arch1
Member
👍7788

Here is something very likely to have an impact on #CLQ

http://www.bbc.com/news/uk-wales-43961898

This seems to be a way to make metals precipitate from water using electric pressure to cause clumping. Something entirely different than the CleanTeQ process.
It could thus pose competition.
It seems to me to be possible to use the new technology which results in a sludge to further process ,,,
that #CLQ could be used for the processing to get usable metal.
Really too soon to tell and finding info is difficult so far.

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edski
Member
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From the comment section of that article:
The company is actually KP2M Ltd. It has applied for various patents but nothing has been granted yet. The “worldwide patent” is a PCT application (not granted) with a preliminary report that all claims lack novelty or inventive step, but amendments and arguments filed at the EPO on 30 April (last Monday) suggest that something is patentable. It took a bit of research to find this all out.

michmana2
Irregular
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michmana2

These initial rejections are a matter of course. It is exceedingly rare to get a patent allowed on the application alone. It happens, just not often.

Gr8Full!
Member
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$PIRS > Form 4 https://ir.pieris.com/all-sec-filings/content/0000947871-18-000372/form4.html

eagerbeaver
Irregular
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eagerbeaver

Excellent News! CleanTeq Sunrise Project Update. Let’s hope this is the beginning of a stream of catalysts and a definitive turn around in the stock price. http://clients3.weblink.com.au/pdf/CLQ/01978222.pdf • Definitive Feasibility Study (DFS) for Clean TeQ Sunrise Project remains on track for delivery in June 2018 • Targeting substantially increased metal production over the first 10 years (compared to 2016 Pre-Feasibility Study and NI 43-101 Technical Report1) • Nameplate refinery capacity increased substantially to 7ktpa cobalt and 25ktpa nickel to maximise production optionality • Higher revenue from increased metal production and stronger price outlook is expected to offset any larger investment… Read more »

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rubberworm
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rubberworm

https://twitter.com/Cdchi1/status/991478724552941568/photo/1

eagerbeaver
Irregular
👍461
eagerbeaver

Here is CleanTeQ’s latest Company Presentation, prepared for the Macquarie Australia Conference, May 2018, and building upon their January presentation.

http://www.cleanteq.com/wp-content/uploads/2018/05/Clean-TeQ-Macquarie-Conference-Presentation.pdf

Describing CleanTeQ Sunrise and CleanTeQ Water; emphasizing Cobalt, Nickel, AND Scandium; China leading the EV race; the attractiveness of having Australian resources; CleanTeQ’s high Cobalt grades; low-risk mining; Clean IX Processing; accelerated site development; project financing; and off-take strategy. A very upbeat and impressive report.

Long $CTEQF

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niizajim
Irregular
👍972

$CTEQF (long) News out today on Clean Teq. In the announcement, I found this:

“In addition to offtake, several parties have expressed interest in project-level investment. These discussions also continue to progress well and the Company will update the market when appropriate.”

While it is good news in some ways, I hope that does not mean more dilution unless they get a really good deal!

Otherwise, announcement was very positive. DFS on schedule for June.

edski
Member
👍979

$FLC:ASX lp small
Won water contract in Beijing.
https://hotcopper.com.au/threads/ann-fluence-wins-first-contract-in-beijing.4170739/?source=email#.WusZ_6QvyM8

I first came upon FLC when researching Fluence, the company started and co-owned by AES and Siemens, (which is not listed…..yet.) Intrigued by what I found, I decided to buy a small position to assist me in following their clean water plays around the world. This is where diversification of companies and products helps expand my knowledge of differing systems.

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Griffin
Member
👍2998
Griffin

$CTEQF – Clean TeQ Sunrise Project Update & Corporate Presentation

http://clients3.weblink.com.au/pdf/CLQ/01978222.pdf

This release is for the Sunrise Project, but it appears that there is material in this update that is also in the CLQ update. In any case it looks like Clean TEQ is stepping up their ‘Investors Relations’. I think this bodes well for where CLQ is at with RFs’ guidance..

$CTEQF long and going longer soon.

hendrixnuzzles
Guest
hendrixnuzzles

$CTEQF $CLQ capital for the mine…after reading through the Sunrise project update, I am more persuaded than ever (if such a thing is possible) that the financing for Sunrise will go off without a hitch, and further that there will be dramatic announcements in the second half, after an opening salvo of dramatic and positive announcements around mid-year. Since project finance is the main unanswered question and the main item of interest at this point, I will focus on that. There is major material in the update that bears on this issue…the four top banks, lined up since November 2017… Read more »

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secretsquirrel
Irregular
👍1227
secretsquirrel

Excellent observations hn, really all we have to do is be patient (the Chinese being masters of this) and enjoy the ride as it all unfolds in the hand’s of RF.

The only real question to ask one’s self is “Do I now hold enough”….?

hendrixnuzzles
Guest
hendrixnuzzles

Squirrel…I am not sure it is possible to hold enough. You can never have enough of a stock that goes up.

Of course if it goes down, then we automatically hold too much.

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secretsquirrel
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secretsquirrel

Well that’s stating the obvious, that said we never discuss actuals here. I hold hundreds of thousands (and am happy of sorts) with that. However only see this going one way… Up. Funny how I recall my last bid of 50k which I ended up with a 4k fill. I like my varied picks mostly, but sure are a number I’d swop for CLQ ASAP. Hn’s astute diagnosis is hard to fault. To walk in RF’s shoes comes to mind. Now true visionaries do not react to day to day prices as they irrelevant. Going to be a very interesting… Read more »

hendrixnuzzles
Guest
hendrixnuzzles

Squirrel… I’d like to be in your shoes on position size. You got a good stash of nuts for the winter. I have progressively increased, currently trying to reconcile just how much capital I would be comfortable putting into this. The “unanswered questions” are dwindling: I am no longer concerned with the cap raise, even though I believe the capex will be very high. Operational problems related to Clean iX persist in not arising. Plausible reasons, even likely ones, for delays in off-takes, JVs, etc. Everything seems to be pointing towards an overall plan that is being executed superbly. I… Read more »

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hendrixnuzzles
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hendrixnuzzles

Squirrel…the woofer has been unustly muzzled again.
Thanks for your support !

secretsquirrel
Guest
secretsquirrel

My pleasure Sir!

Been thinking that some “over there” don’t like the truth, especially when there is clear price manipulation by the big boys to scoop up the recent cheap shares.

Now I’m not saying the big boys own “over there”, but when there’s so much money at stake rules become very thin on the ground.

All IMO only….

hendrixnuzzles
Guest
hendrixnuzzles

I was amazed at the level of concern over robot trading and shorts in OZ, but there seems to be something to it. Guys show trade histories with one share trading hands. Who trades one share of a $1 stock ?

The Australian market is relatively small, many of the companies are microcaps, and the rules seem lax. Good reason for the TSX listing, and thank goodness CLQ has over 40% of its float in strong hands.

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eemajin
Guest
eemajin

$CTEQF $CLQ
hendrixnuzzles, your enthusiasm is infectious and I am OW, despite Fidelity’s $55 fee every time I add. Keep up the good sleuthing work. Very much appreciated. To your health and wealth my friend!

hendrixnuzzles
Guest
hendrixnuzzles

eemajin…look at the clues, see them first hand yourself, and draw your own conclusions.

Don’t take my word for it. I make plenty of mistakes and have had my share of duds and busts. But all my observations are from public sources.

I just look for clues and connections.

hendrixnuzzles
Guest
hendrixnuzzles

…eemajin…and thanks !

Cowboy
Member
👍576
Cowboy

CTEQF–Very Long…Seeking Alpha today… A Slideshow from an Macquarie Australia Conference….. https://seekingalpha.com/article/4170016-clean-teq-holdings-cteqf-presents-macquarie-australia-conference-slideshow …Cowboy

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hendrixnuzzles
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hendrixnuzzles