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.
$AUZ fp – AUZ appoints Investor Relations Manager 3 pages 536.6KB
https://www.asx.com.au/asxpdf/20180312/pdf/43sbt3pf59sdcq.pdf
Probably the most ridiculous announcement I’ve ever read.
$JRV.asx – Good overview from Bryce on why $JRV’s Nico Young may be different to other nickel laterite (cobalt) projects. The fact it leaches potentially opens up a low capex solution that could position it very differently to its nearby peers ($CLQ & $AUZ) https://twitter.com/BabarczyJulian/status/973084688297336832
$RIR.asx – Riva Resources lodged the following announcement(s) with the ASX recently.
Investor Presentation https://rivaresources.com.au/investor-presentation/
Release of Research Report
https://rivaresources.com.au/release-of-research-report/
Independent Investment Research
https://rivaresources.com.au/independent-investment-research/
Riva Resources Pty Ltd
rivaresources.com.au
$IONIC
I came across this interesting link while researching Ionic…..and water filtration.
https://www.mattershift.com/
Nice find edski ! Lots of neat stuff in those links…. Cowboy
http://www.asiaminer.com/news/regional-news/9222-major-vanadium-flow-battery-contract.html#.WqdaqOjwbcc
Don’t know if this was already posted ….Got to get me back on E-mail list?
$CTEQF It is interesting/disappointing that Clean Teq’s institutional (discount) offering of their shares at a discount is limited to addresses in Australia and New Zealand. I did find the following that may explain why US investors are excluded:
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES
This announcement does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United Statesor in any other jurisdiction in which such offer would be illegal. The ordinary shares to be issued under the Placement andthe SPP have not been, and will not be, registered under the United States Securities Act of 1933 (the US Securities Act)
or under the securities laws of any state or other jurisdiction of the United States. Accordingly, such shares may not beoffered or sold to persons in the United States except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the US Securities Act and applicable state securities laws.
CLQ is listed in Australia and Canada…not in the US.
I suspect it is for two reasons: RF has outstanding problems with the Feds on the environmental issue from years ago; and the US is not critical in RF’s world view with respect to commodities.
$COB.asx – Putting on a fine performance. 🙂
https://www.asx.com.au/asx/share-price-research/company/COB
Ardea did the same thing Clean TeQ recently did, significantly upgraded their resource without any new dig info. They re-concepted their resource, in much the same way CTEQF did, to include additional grade combinations of cobalt and nickel. For both these companies, the resurgence of nickel prices have allowed them to add a lot more economical ore to their resource. The good news for Ardea is 1. Ardea already had more cobalt in the ground then all of Australia combined before the upgrade, and 2. They are still drilling, so there will be more upgrades upcoming. So now their deposit can be more directly compared to Clean TeQ apples for apples, and bottom line, both those deposits contain about 20 billion dollars of just cobalt and nickel in the ground, if you do the math at todays prices, actually Ardea is now up to 22 B. [And this is just the high grade zone, which is just a fraction of the overall resource]]. An interesting question is how much is Ardea worth if someone would buy it out. I think the typical buy out price for a resource is 5% of the in ground value. So at todays prices, if you did the math, at 5% GV, Ardea’s stock price would be something like 10X todays price. And again, this is just the high grade portion of their resource, and doesn’t include all the goods, just cobalt and nickel, they got scandium, and also other properties. With the management seeming very no nonsense and focused, the jurisdiction ideal, and battery story accelerating at an exponential rate, this is my pick for the best investment of 2018, but also a long term hold. I loaded up for the ride. It should double this year, and 5X in the next 3-5 years, 10X potential. That’s the way I see, that’s the way I’m playing it.
Renby…… Totally agree. I noticed the recent upgrade of their resource and have been adding Ardea. My ratio of CleanTeQ to Ardea is now 3:1 without changing my CleanTeQ position. It’s interesting to note that Doug Casey and Matt Bohlsen both recommenced Ardea last year.
Long $ARRRF, $CTEQF
Beaver, I’m with you. My ratio is 4:1 CTEQF/ARRRF and resisted all temptation to trade some CTEQF for ARRRF, since I do think ARRRF will do better this year. But sold other stuff to finish my ARRRF position, trading IVPAF in for ARRRF was a very timely maneuver, I figured who needed the african risk, and wow, just got out in time, and with a nice profit of over 50% in a year. ARRRF is now my #2, so you can see how absurdly over bought I am with CTEQF, but that’s how I’m playing it til I hit my first CTEQF target.
Renby…Wow, that was certainly prescient of you selling Ivanhoe just in time and purchasing more Ardea. If Ardea stock pulls back, i will certainly add some more. I’m sitting with a slight loss on Ivanhoe right now but I don’t have a very big position and have actually been adding at these low valuations. I will probably hold IVPAF for the long term because I believe that the stock is seriously undervalued a) considering the value of Platreefs alone which is not in the DRC and b) all the good that RF and his people have been doing in the Congo should hopefully be rewarded. Clean TeQ’s SP has been much more volatile recently compared to Ardea’s and has taken on the appearance of a rolling stock. I don’t have the patience to watch it rise and fall like the tide, so when it has been rolling I have been buying a tranch around .93 and selling for around 10-15c profit. I have been doing this with about 20% of my CLQ position and it has added some excitement and reward.
Long $ARRRF, $CTEQF, $IVPAF
Still off E-mail list since since CLQ site moved here. Who runs this site? Click me in please. Anyway …China comes in late here. China pays top dollars for sure bets.
https://roskill.com/news/nickel-cobalt-clean-teq-raising-a150m-us118m-to-advance-sunrise-project/
Enjoy this ride.
#CLQ ow – #RubberWorm, Subscribe to the thread by clicking ‘Subscribe’ at the bottom of the thread… #Best2YouAlwayz! – Ben
Thanks lots of smart guys here IMO. Took a small holding in this from reading the board here. Should be interesting ….https://smallcappower.com/videos/editors-pick-video/sparton-resources-stock/
$COB.asx fp – Trading halt until possibly Monday 19th, ’18 regarding Thackaringa upgrade: https://www.asx.com.au/asxpdf/20180315/pdf/43sg2gnfr394c4.pdf Hope HendrixNuzzlez is doing ok! Where are ya, Chief? #Best2ALL!
Hi all, been trawling around poking at cobalt plays, and waiting for the opening of my Oz brokerage to put in some dough on Ionic.
The long and short of it is, with respect to cobalt, that my viewpoint has pretty much converged with Renby concerning CLQ and ARL. The situation is fluid and events are accelerating, but in the end as things stand, these are my 1-2 with CLQ
far and away the larger allocation. My viewpoint on the others is as follows:
AUZ…somewhat skeptical of the details, management is thin for what they have to accomplish; but they did make a giant step with SKI, and in my opinion SKI will exercise for 19.9% and put a new floor under the stock at 13 cents or so. So I think it is a decent buy at 10 cents or thereabouts. No position at the moment. Big capital raise coming, the SKI money in the option is completely inadequate even as a down payment on the Sconi construction. The $65 mil will be a dilution that keeps AUZ alive until Sconi is financed; it may be used to advance Flemington. I am very doubtful they will be able to keep pace with CLQ on project timelines…that fact is, CLQ has been going full-out for over a year. Show me the Autoclaves.
PGM…don’t want to overpay but a good in-the-ground speculation. Would like to re-enter.
COB…in researching the Thackaringa deposit touted by AUZ, it looks to me that
AUZ’s position in Thackaringa is quite inferior to that of COB. COB has the bulk of the geography, and AUZ will have its hands full bringing Sconi to the finish line and getting Flemington on track. But COB is now on may radar, no opinion at the moment.
COB is interesting, but watch out for your tendency to chase. BKTPF is on my radar if I want to add a North American pure cobalt play. They look very interesting, they kind of broke out, but have retracted a bit. If it fell close to .20 I would then go into deep DD and see if it is as interesting as it looks. AUZ and Platina don’t have management that I would give money to. I owned Platina for about 4 months, but when I realized that they didn’t even know they were a cobalt stock, and found myself up almost double, I liquidated.
renby…agree PGM and AUZ are optionality plays with management mostly irrelevant. I don’t see how AUZ can avoid a takeover by SKI…how is a company with a cap of $325 mil gonna finance a billion dollar project ?
High vol. to upside today Aussie market. CLQ
CTEQF–Long… CleanTeQ Community Newsletter.. http://www.langdonwithers.com/cleanteqsunrisenewsletter/ ….Cowboy
CTEQF–Long….From Reuters and Mining.com, on Cobalt from the DRC. Hopefully it helps us in the Land Down Under…http://www.mining.com/web/cobalt-declared-strategic-mineral-congo/ …Cowboy
Suffering with Ivan. What can you do ? …I’m not selling at $2.20 but can’t put any more into it
with all the opportunities around.
US suburban real estate for Australian outback ?
I have been quiet while assessing a fairly major new initiative…I have sold some US real estate and have been mulling over what to do with the proceeds, if anything.
I have already decided to put part of the proceeds into Ionic and I am favorably inclined to more cobalt exposure, as well as several other resource stocks mentioned in the thread.
Probably will just keep tabs on everything and watch until late next week when my transaction closes. Cash is OK too.
VIC ASX not recommending as such, but just putting it out there for anyone who would be interested.
Web: http://www.victorymines.com
In a good position surrounded by AUZ , JRV, PGM
Sp .018c aud
Interesting play – DYOR, DD
Canaccord highlights tight #cobalt market supportive of elevated prices for the foreseeable future:
“We forecast the LME cobalt price will breach US$50/lb into 2019, with companies with near-term development projects or physical exposure best placed to benefit.” | TY https://twitter.com/StefiTrenberth/status/974438914571124736
$CLQ ow > Spreadsheet longs shall appreciate 🙂
An NPV example for @cleanteq $CLQ suggests a $10.5bn valuation. Check it out: https://docs.google.com/spreadsheets/d/1cpPCfV8SWfzXm35s54CMv5ps8bj5Hi5YXs2nTGaseqk/edit#gid=0 | TY https://twitter.com/MarkSita5/status/975166343187017729
A billion here, a billion there. It adds up.
What about water, virtual mines, vanadium, and JV with Ionic ?
Clq ASX HN, what do you estimate in your opinion, the sp maybe in two years?
Hmm. Well, let’s imagine what is likely to be the conditions in two years…
First we can imagine highly elevated cobalt prices, with CLQ leading new sources to near production.
Second we would expect important water contracts to be announced.
we can expect lucrative take-offs in scandium, even though first production is not underway…same as cobalt, in two years they will be near commissioning.
Fourth, not for sure, but I expect something could be in the hopper on vanadium.
Fifth, there will be JVs in extraction contracts, and the Ionic deal.
Sixth, since Sunrise is being figured as a nickel project, it is not hard to imagine nickel prices a few bucks higher than it is now.
And most of all, we will have an indeterminate increase of investor awareness about the company.
While these are hard to quantify, it is hard for me to believe that the price will not be
at least three times what it is today. I would be very surprised if it does not triple, that would still only be a cap of $2 billion.
On the upside…well, your guess is as good as mine. I have seen a number of
reasonable valuation methods that put the market cap at $9, 10 billion.
These I don’t think are likely even though one can argue for them. In the end something between $2 billion and $6 billion is likely….three to nine times current value.
My strategy is to hold until full cobalt production is achieved, then take a look. The market will react in ways we cannot predict; but just think, there aren’t any real profit numbers until Sunrise is at full tilt production, and the cobalt, scandium, and vanadium
upsides will only get stronger as time goes by. The cobalt situation could be absolute pandemonium in two years, with all the car companies going electric and no new non-Congolese cobalt coming on line in the near future.
Derailment: the worst things for the future of CLQ would be
(1) Reversal of political problems in DRC that release cobalt export constrictions,
(2) Health problem for CLQ leadership, in particular RF,
(3) Serious political turmoil in China,
(4) Unforeseen technical issues with Clean iX with nickel/cobalt process.
Maybe there are some others. I do not think any of these are especially likely, although I do worry about (1) and (2).
Thanks HN, summarised like only you can do.
Nice to think your kids, and grand children, will benefit in the long run from your astuteness.
Ha. One of these days I will post about my older daughter, she was a few years ahead of all of us and I didn’t see it.
HN you can’t take all the credit for your daughters genes!
I’m happy with a 50% interest.
$FYI – Cobalt27 Is A Unique Opportunity To Invest In The Cobalt Boom With None Of The Risks Associated With Mining
by Matt Bohlsen @sa
https://seekingalpha.com/article/4157506-cobalt27-unique-opportunity-invest-cobalt-boom-none-risks-associated-mining?uprof=46&isDirectRoadblock=true
This is for those that are not experienced metals investors and want to get into Cobalt boom.
ECSIF long
$CLASF – Colorado Resources Files Proxy Circular and Releases Letter to Shareholders; Warns that Dissident Ex-CEO Puts Investment at Risk
As a subscriber of Colorado Resources I received an email from:
Kingsdale Advisors
130 King Street West, Suite 2950
745 5th Avenue, 19th Floor, New York, NY 10151
Toronto, ON M5X 1E2
Canada
Since Colorado Resources has been a topic here I thought it should be posted unfortunately I couldn’t find a link and all of the copy and paste didn’t come through. Here is the summary of the email;
” Urges shareholders to vote their BLUE proxy in favour of Colorado’s five qualified and experienced nominees who shareholders can trust
Outlines plan to create long-term value for all Colorado shareholders
Cautions that recently-terminated CEO Adam Travis was caught using Colorado’s resources for his own personal benefit; his interests are not aligned with Colorado shareholders”
additional information:
“Do not vote the Yellow Proxy or Voting Instruction Form sent to you by Adam Travis.”
If you have questions or need help voting contact Kingsdale Advisors at 1-800-775-3159 or contactus@kingsdaleadvisors.com. There is a team standing by to help.
Sincerely,
“Lawrence J. Nagy”
Huge purchase of Clean TeQ stock by FMR Co. Inc. This is Boston-based Fidelity Management and Research. Grand total: 40,833,364 shares! This is a massive vote of confidence in Clean TeQ.
http://clients3.weblink.com.au/pdf/CLQ/01963426.pdf
Long $CTEQF