written by reader Scandium, Cobalt, and Water Purification: Clean Teq Holdings,Volume 2, 2018

by hendrixnuzzles | January 31, 2018 1:09 am

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

Source URL: https://www.stockgumshoe.com/2018/01/microblog-scandium-cobalt-and-water-purification-clean-teq-holdingsvolume-2-2018/


  1. 3356 |
    Avatar
    Griffin
    Jul 24 2019, 06:32:40 pm

    $FYI – Cobalt Miners News For The Month Of July 2019
    by Matt Bohlsen – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BRCSF, BRVVF, CBBHF, CBLLF, CMCLF, CSSQF, CTEQF, ECSIF, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GMRSF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NMREF, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, UMICY, USCFF, WCTXF

    Summary
    Cobalt spot prices were slightly higher for the month of July.
    Cobalt market news – Experts forecast a cobalt deficit post 2022.
    Cobalt miners news – DRC military step in at Katanga’s mine to control illegal miners after tragic accident. Fortune Minerals finds a new discovery at NICO.

    https://seekingalpha.com/article/4277183-cobalt-miners-news-month-july-2019?isDirectRoadblock=true

    $ASX:JRV, ASX:CLQ, ASX:ARL,

  2. 3356 |
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    Griffin
    Aug 7 2019, 12:28:59 pm

    $NIOBF – NioCorp Announces Success in Producing Aluminum-Scandium Master Alloy in a New Test to Prove Out a Commercial Production Pathway

    “The recent alloy production was the second such AlSc master alloy production test run performed by NioCorp and researchers at Ames Laboratory’s Materials Preparation Center. NioCorp is currently developing its proposed Elk Creek Superalloy Materials Facility in southeast Nebraska, which is expected to produce approximately 95 tonnes of Scandium Trioxide annually once it is constructed and enters commercial operation, according to the Company’s April 2019 Elk Creek Project Feasibility Study. Current global production and consumption of scandium is estimated by the U.S. Geological Service (“USGS”) to be approximately 10-15 tonnes per year, most of which is believed to be produced in China.”

    https://mailchi.mp/niocorp/niocorp-announces-success-in-producing-aluminum-scandium-master-alloy-in-a-new-test-to-prove-out-a-commercial-production-pathway?e=d2703cb985

    NIOBF np

  3. 3356 |
    Avatar
    Griffin
    Aug 7 2019, 05:45:20 pm

    $FYI – INDUSTRY BULLETIN: US Government to support creation of new North American Rare Earths Supply Chain

    “The United States’ Department of Defense is now conducting a wide assessment of North America’s critical infrastructure supply chains, including the main barriers to market experienced by domestic business. As the Request for Information (RFI) states, “the domestic industrial capability to provide critical materials for use in essential citizen applications is vital for national security.” The department will use the information gathered to propose recommendations for a healthy manufacturing and defense industrial base, including potential government investment in relevant projects.”

    http://www.avalonadvancedmaterials.com/news_media/bulletins/index.php?content_id=883

    $REMX long

    • Avatar
      hendrixnuzzles
      Dec 15 2019, 07:37:56 pm

      I wish the US government would kiss and make up with Robert Friedland. (I THINK) He avoids the US on account of a court finding years ago against him on EPA violations for a gold mine.

  4. 264
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    eemajin
    Sep 2 2019, 01:05:31 am

    Regarding nickel…

    “However, the deficits that have recently characterised the market could disappear for a couple of years as new projects in Indonesia start to produce nickel that can easily be turned into battery chemicals.

    Projects in Indonesia include a high-pressure acid leach smelter in Morowali financed by a consortium led by China’s Tsingshan Group.

    “Things are happening quickly in Indonesia and at current prices, which aren’t really high enough for many Western projects,” Wood Mackenzie analyst Andrew Mitchell said.”…

    Excerpt above is from mining.com. As a CleanTek long, not liking the sound of that. What do you guys think?

    https://www.mining.com/web/new-projects-for-battery-material-nickel-need-a-price-spur/

    • 3356 |
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      Griffin
      Sep 2 2019, 01:48:00 am

      The LME inventory is down, more nickel is going to used in the cathodes, how many battery factories are planned and how many are going to be coming on line, auto manufactures have got people making more $$ than I am in the market and they are getting into the mining business, it’s all about demand. I’ll publish a link to Bohlsens’ EV monthly as soon as I get it..

  5. 3356 |
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    Griffin
    Sep 10 2019, 11:56:47 am

    $FYI –
    2019 September Update and Graphene Enabled Smart Cities
    Dear Ionic Shareholders and Friends,

    It’s been some time since our last update, however rest assured that we have not been sitting idle.

    On the water treatment technologies, NematiQ continues to work toward commercialisation goals directed by our JV partner CleanTeQ. At this sensitive stage of their work, and given CleanTeQ’s requirements under ASX rules, it’s important that we don’t steal their thunder by giving any details about NematiQ’s progress, however we look forward to more updates from them in the near future.

    We have also been busy on our supercapacitor work, exploring options for manufacturing the devices with several potential partners and also developing new intellectual property around manufacturing processes to handle the advanced materials that we’re working with. Much of this is subject to commercial-in-confidence discussions at this point but we’ll be sure to share more as soon as we’re able.

    Lastly, Ionic has been proud to support the Australian Graphene Industry Association through its early development and more recent maturity and we’re delighted to be part of its second conference focused on graphene enabled smart cities. The conference will address a number of themes that touch on how graphene technologies will shape the fabric of our society in the near and long term. You can read more about the conference here: https://grapheneindustry.org.au/conference/
    You can also get early bird ticket pricing, but only for the next 24 hours, here:
    Early Bird Tickets!
    All the best,

    Your Ionic Team

  6. 3356 |
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    Griffin
    Sep 16 2019, 09:16:28 pm

    $fyi – Further Nickel Supply Disruptions

    Dear Clean TeQ News Subscribers

    Further Nickel Supply Disruptions

    As reported overnight by Reuters, Tawi-Tawi Province, a nickel mining hub in the southern Philippines which produces mostly high-grade nickel ore for direct export to China, has suspended extraction operations indefinitely. The Philippines was the world’s second-largest nickel ore producer in 2018 after Indonesia, with both Southeast Asian nations as the top two suppliers to biggest buyer China. In 2020, when Indonesia bans nickel ore exports, China is expected to rely mainly on the Philippines for supply of the material for stainless steel and electric vehicle batteries.

    Less than three weeks ago, Nickel prices surged as Indonesia, the world’s largest producer, said it would ban exports of raw ore in December 2019. The South East Asian country will bring forward a planned 2022 ban in an effort to attract more processing business rather than just exporting raw materials. Indonesia was forecast to export over 200,000 of contained nickel in ore this year, approximately 10% of global production.

    This latest development in the Philippines serves to highlight the risk for downstream users in the nickel supply chain, including the rapidly emerging EV industry.

    The full transcript of the article is available here:

    https://www.mining.com/web/nickel-mining-indefinitely-suspended-in-southern-philippines/

    Regards,

    Investor Relations

  7. 3356 |
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    Griffin
    Sep 18 2019, 06:18:15 pm

    $CTEQF – Sunrise Battery Materials Complex featured in Citi research report

    Dear Clean TeQ News Subscribers

    Sunrise Battery Materials Complex featured in Citi research report

    Clean TeQ’s wholly owned Sunrise Battery Materials Complex has been featured in a research report published recently by Citi. The report provides a detailed analysis of the long term supply and demand situation for Nickel and presents Sunrise’s favorable economics relative to its peers – both in terms of capital intensity and operating costs. The Citi research report is attached for your reference (see Citi’s comparative global ranking of Sunrise in Figures 77 and 79 on p41).

    Read the report HERE;
    https://gallery.mailchimp.com/6b234a59bc4b0bc555986937a/files/2f2bd8c2-fa83-4614-9354-27f07af33fa1/EV_Metals_Equities_Outlook_09.2019_.pdf

    Regards,

    Investor Relations
    Clean TeQ

  8. 3356 |
    Avatar
    Griffin
    Sep 22 2019, 06:06:55 pm

    $FYI – Cobalt Miners News For The Month Of September 2019
    by Matt Bohlsen @SA – Includes: AEOMF, AMSLF, ARRRF, ARTTF, AZRMF, BBBMF, BHP, BKTPF, BRCSF, BRVVF, CBBHF, CBLLF, CMCLF, CSSQF, CTEQF, ECSIF, FQVLF, FTMDF, FTSSF, GBLEF, GLCNF, GMRSF, HNLMF, IIDDY, KATFF, KBGCF, MCRZF, MLXEF, NDENF, NILSY, NMREF, NZRIF, OZMLF, PANRF, PLM, PTNUF, RGARF, RNKLF, SHERF, SMMYY, SNNAF, UMICY, USCFF, WCTXF

    Summary
    Cobalt spot prices rose strongly in the month of September.
    Cobalt market news – ERG says global cobalt mine supply at risk of disappearing, needs a sustained price above US$15/lb, and US$20/lb to encourage new miners.
    Cobalt miners news – China Molybdenum reports net profit amounted to RMB773 million, a decrease of 78.52% year on year, mostly due to lower cobalt prices.

    https://seekingalpha.com/article/4292876-cobalt-miners-news-month-september-2019?isDirectRoadblock=true

  9. Avatar
    Old Joe
    Oct 7 2019, 09:08:23 am

    Any thoughts on how best to vote at the upcoming Annual meeting?
    For example…..
    Do Spreadborough and Loader deserve re-election?
    Does Sam Riggell really deserve all those performance Rights?
    Is Spill Meeting advisable or is it a serious threat to long term futures?

    • Avatar
      Curtis
      Nov 16 2019, 09:24:41 am

      Hi Griffin.
      You and rubberworm are the most active here !
      Do any of you know what the founder of this page and our mentor is doing atm.
      Personally I miss him and his comments !

      • Avatar
        Old Joe
        Nov 16 2019, 11:01:50 am

        Hey Guys:
        I also follow this thread and have recently more than doubled my beaten down CLQ holdings due to what lately appears to be a much more positive outlook, at least for a year from now. I think Travis has also hung in with his original buy but, has been strangely silent recently about his current outlook. How do we best convince him to give us an update?

        • 3356 |
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          Griffin
          Nov 16 2019, 04:31:15 pm

          No, I’m not aware of what HN is doing last mentioned was that he was spending time on property holdings. Considering that the Junior miners sector has been down for months there is not much good to say about it. One source I has said that gold would USD$1600 by end of year it seems to be retreating from $1500 now. That source also recently said that Juniors sector would turn by end of year don’t hold your breath. The only bright spot in my holdings is $SAND.

          • 998 |
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            dunnydame
            Nov 17 2019, 02:46:36 am

            @Griffin et al,
            $SAND is doing OK for me too. I’m a little sorry that I sold off a big chunk of my holdings last year, but isn’t that the story all the time?
            $KNTNF is also doing OK, and it’s the same story, that I sold off a chunk of my shares last year too, sigh.
            Penny

          • 340
            Avatar
            rubberworm
            Nov 25 2019, 12:29:25 am

            John where is your link to RF going to SpaceX ? Here is a link to the low prices of which SC should be going for. https://investorintel.com/sectors/technology-metals/technology-metals-intel/scandium-the-new-rare-earth/ You are only hurting a lot by posting with no links. Where is your link he was there ? You can’t put it up shame on you pal. Shame on me for taking you as real. Where IS YOUR LINK PAL ? I can’t find it it . Put up or just shut up John . Where is the link! If you can’t put up link I’ll have know respect for you posts at all. Post’s links

          • Avatar
            rubberworm
            Nov 26 2019, 02:30:50 am

            I do Chat them. Not about this. Another SH just sent me this when I asked him for a link… “This was mentioned at the Clean TeQ AGM. ” An another SH had this to say this about SpaceX … “Sc has a lot of benefits over regular alloyed Al. If Elon uses Sc-Al for rockets to reach Mars, that would be good for marketing, but it is a nothing burger as far as demand goes. I believe it will take at least a decade to see any appreciable growth in Sc demand. A bigger driver would be a commitment on the part of F-150 and other truck manufacturers to begin using Sc-Al in frames. ” I own CLQ never sold a share. When Sc gets used on a large market CLQ will be a king and at low prices IMHO. Now if Musk uses Sc. in all his cars and trucks that would be interesting IMO. Both RF and Musk seen to be very green. That just makes for a good team . You post” Never fear Elon is here.” No links , no thoughts , that is the way you always post. That kind of posting hurts the stock. It looks like hype your posts. CLQ has lots of shares out. CLQ can’t build mine without a new partner taking up to perhaps 50% more of what I own. I like the stock but I don’t like hype. And there is no link and I found out this without talking to the company.

          • Avatar
            hendrixnuzzles
            Nov 20 2019, 08:02:57 pm

            Hi Griffin and everyone,

            Active and happy though not in mining speculations.

            Still way long $SAND, $IVPAF and Cleanteq.

            Not selling, I will just be patient on CleanTeq and Ivan. Up well on Sandstorm but obviously Clean Teq is hurtful. No way I will sell out, adding a little.

            Trimmed a lot of others but still holding Erdene, MUX, MAG, and a few others.

            The lag time between mining projects, commodity prices, and stock prices is just not what we imagined.

            Current prices are not for selling, and Sandstorm is a gold holding for me, not a speculation.

      • Avatar
        hendrixnuzzles
        Dec 15 2019, 12:25:18 pm

        Hi Curtis et al,

        Since I am in these positions for the long term, and do not want to put more money into the sector, there is not a lot for me to do.

        I am a bad trader. I’m up in Sandstorm but not selling; I’m way down in Clean Teq, but also not selling; about even in Ivanhoe,again not selling.

        Same situation with positions like MUX, MAG, ERDCF, and so on.

        Some of the others, I cannot recommend them even though I am long…they are really speculations of even greater risk, and do not want to discuss in way that might appear as an endorsement or conviction.

        I have a positions in Sparton, for example, and I did a private unit in Ionic Industries, which might be worth more than 4 cents someday.; MGX; Tsodillo, and a few others.

        Overall, I have had a few good hits. But let’s be frank, the batting average on mining speculations is low. And even when you are right about the deposit, commodity prices can destroy your payoff.

        And the market may take a long time to come around to your point of view.

        So it is fun and interesting but the odds are against you.
        ______________________________
        Basically, I follow Rule’s Rules.

        -Develop experience (expensive but I have some now)
        -Don’t confuse a bull market with brains (corollary: a depressed market with stupidity)
        -In commodities, you are a contrarian or a victim
        -Inevitable is not the same as immanent (therefore be patient)
        -Buy a stock for a reason. Sell, if the reason goes away
        -Buy companies run by owners
        _______
        The well-known cliches also are true, you have to have an amount invested that you are comfortable with, don’t speculate with money you cannot afford to lose, etc.

        It took me years to learn this.

        You must have the emotional makeup or trading style that enables to to keep your equanimity and conviction when things go against you.
        _____________________________

        I take a lot of comfort in Rick Rule’s experience with Paladin.

        Rule believed in the value of the company when it was ten cents. Felt sure it was at the bottom. Too much value, he was sure the bottom was in.

        But then it started to drop.
        FDrom ten cents it went to nine cents. Then eight cents. Seven cents.

        He started to doubt, rechecked everything.

        The stock then went to six cents…five..then four.
        But don’t you know, the stock price went ALL THE WAY DOWN TO A PENNY. One cent !

        Rule stayed in. He eventually made a fortune on Paladin.
        But he was right, and he had the knowledge, conviction, and therefore the stomach not to get shaken out.
        And he had to be patient.

        I

        • Avatar
          dunnydame
          Dec 15 2019, 04:21:22 pm

          Hi @hn – Good to see you posting here, adding a little life to the boards. It’s been quiet.
          Yup, I’m hanging on to my $CTEQF too, and like with $ARTH, I hope I live long enough to see the eventual confirmation of our faith in the product. Yes, I wish everyone here good health and long life!
          FOOTNOTE: As part of my Required Minimum Distribution, I moved over the $RNKLF shares from my IRA to our joint account . Wouldn’t you believe the SP went up, so now $RNKLF is looking quite good from the new lower base in the joint account. (This also happened with 4 of the biotech stocks I moved over for my RMD.)
          Penny

  10. 12 |
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    donhenges
    Dec 4 2019, 07:27:48 pm

    I listened to the presentation today and heard they are now targeting to close their financing in 1st half of 2020. Didn’t they say they were going to close by eoy 2019 before? I was looking to double up my position here but now I’m more hesitant. Does anyone have any thoughts on why it’s taking so long to get a partner here?
    Thanks
    Don

  11. Avatar
    hendrixnuzzles
    Dec 15 2019, 07:33:48 pm

    Thoughts on the Chinese disaster, subsequent delays for Sunrise, and Clean Teq stock

    When Friedland went with China Metallurgical, it made a lot of people including myself pretty nervous. The Aussie engineers on Hot Copper were extremely sceptical, a lot of them had first-hand experience and were very leery.

    So maybe they were right. There was a break-up, “they could not reach agreement”, so it is back to Square One and now the FID is pushed back to mid-2020.

    Here is what I make of the situation, it is mostly unanswered questions.

    PROJECT: how much of the fancy technology will be used in the project, versus conventional processing, is a little unclear to me. This has a direct bearing on the capex and the eventual costs per unit of production, because the tech was going to deliver industry-low costs.

    CONTRACTOR: Very comfy with Fluor, but the capex must be higher than previously, how much higher is anyone’s guess. Friedland probably was enticed to go with China to begin with because he could flash low capex and high returns on conservative commodity prices.

    FRIEDLAND’S RELATIONSHIP WITH CHINA: This is an important question I cannot answer. Friedland has many other deep ties to China and I cannot tell at the moment how
    much of it is going off the rails over this. Pengxin’s director is out; again, can’t tell if he got fired over this or some other reason, or if Pengxin is also out altogether.

    These big Chinese companies are agents of the state,
    and Friedland has a lot going other than Sunrise with China (aluminum, scandium, copper, vanadium, etc) so I would like to know how bad the rift is, and whether it is isolated to Sunrise.

    COMPETITORS: with the delay in the FID to mid-2020, the plant is not likely to operate until 2022. The doubts and delays are reflected in the stock price. Clean Teq appeared to be the lead horse in the race to production; but not following the sector that closely, I do not know which projects are going to be on-line earlier. I did feel that speed to production was important, but that was assuming the boom in commodity prices would occur in 2020 or 2021…see next paragraph.

    COMMODITY PRICES: there were spikes in nickel and cobalt but things seemed to have calmed down. Nickel meanders around $6 and cobalt also has retreated. The good news is that a delay in the rise of commodity prices may actually result in better timing for returns on the project.

    OUTLOOK: The failure and crack-up of the project timetable is disappointing.
    I am disappointed, but not distressed over it. The reasons are:

    — the the metals are still there…nickel, cobalt and scandium;

    –I am still bullish long-term on the metal prices;

    –the project has not failed because of the technology (the project feasibility is in question in its application to a large nickel laterie project);

    –there are numerous other metals for which the technology can be applied…such as scandium,

    — the water purification technology and potential is still there;
    I have not heard that the technology does not work. The issue is one of capex and commodity prices, as applied strictly to a laterite niickel project. If you look at the company as a tech company, or as a mining speculation, the market cap is a bargain…$150 million or so, with way more than that raised in cash in the last two years.

    My position is under water badly, but at 15 or 20 cents, I would rather buy than sell.

    I started the column with a five year time horizon. We are near that now but have not gone way over. I’m OK with holding.

    Many others may want to bail and move on, and I do not want argue with them.

    Happy holidays to everyone !

    • 3356 |
      Avatar
      Griffin
      Dec 16 2019, 01:35:22 pm

      HN good to see you again. I’m in the same boat you are. My portfolios are down 40-50%. $MUX looks strong and getting stronger but I don’t think I’ve seen its SP lower. $SAND has been strong. Gold Investment newsletter is of the opinion that the Juniors are going turn around next year or sooner. Then it also said gold was going to be $1600 by the end of the year. In did have a biotech surprise me with a good move on trial news, I thought it was temporary so I took some my original $ out unfortunately I still don’t have enough to to take real advantage of a peferred stock offer that will pay 12% quarterly. I’ve also invested in the ASX using the old shotgun method I haven’t got lucky there either.

      I worked for a retail computer company in Silicon valley that bought their IBM clone boards from Taiwan, as Asian minds probably one and the same with China. Taiwanese companies assumed that if you were a customer it was long term without good reason to be otherwise. I don’t know if that still applies or not we would have to be privy to contractual agreements and verbal nuances associated with.

      Just got a notice from IBKR that there has been a change from a few analysts that Clean Teq has one analyst saying buy and two out perform for what ever that is worth since they don’t mention Who.

  12. 3356 |
    Avatar
    Griffin
    Dec 19 2019, 06:16:20 pm

    $CTEQF – Best wishes for a safe and happy holiday and a successful 2020.

    via my email:

    “Dear Clean TeQ News Subscribers

    As 2019 draws to a close we would like to thank all of you for your ongoing support.

    We are committed to ensuring that we engage productively with all our stakeholders, including the members of the communities in which we operate to understand their priorities, inform them about our activities and look for opportunities to create shared value. Attached for your interest is our latest Sunrise Project community newsletter which showcases some of the recent work of our team in the central west of NSW where the project is located.”

    https://gallery.mailchimp.com/6b234a59bc4b0bc555986937a/files/c8a7f9fe-5a10-459d-a5e9-438b1c4ad2b7/CLE0051_Newsletter_November_2019_PFO1_LR_1_.pdf

      • 3356 |
        Avatar
        Griffin
        Dec 29 2019, 11:01:33 pm

        Magnesium is one of the battery metals they have projects other metals. In fact, they just spun off a gold projects to GRL that got 500 of said spin off which I doubled. It appears the gold bull everyone has talked about for the last 5 years may have finally started.

      • Avatar
        renbycage
        Dec 29 2019, 11:21:20 pm

        Full of magnesium? Where did you come up with that? I say you are spreading misinformation for some reason, so provide the source and prove me wrong.

  13. 35 |
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    monty5235
    Dec 30 2019, 03:56:18 am

    where are you getting your information about the Magnesium from.. whilst its true lateritic ores such as ARL are mining at their big project contain significant other metallic oxides they are easily dealt with in processing . One can even go down the BHP path on their expired US patent 5571308. ARL are hardly going to produce a globally significant amount of Ni and Co if they cant purify it to acceptable EV usage standards

      • Avatar
        hendrixnuzzles
        Jan 20 2020, 10:44:07 pm

        [Double posted to put in a current spot]

        SRI…I did quite a bit of due diligence on SRI, a ways back, as much as one can do sitting at a keyboard.

        I have not been following closely and things might have changed, but here is a recap of my take on SRI:

        On top of the usual geology/deposit risk, there is a substantial risk in the structure of the company because Lee Barker retains control of SRI through an impenetrable Caribbean legal structure that is designed to protect himself from predators. This makes sense for him, but creates some lack of transparency to investors.

        The guy has some valuable assets in the company, most notably (in my opinion) an 18% interest in a Friedland-run vanadium enterprise in China. This is by virtue of the fact that he (Barker) held some vanadium-related stuff Friedland wanted, and sold it to RF but got an 18% stake in the resultant company (Pu Neng). This factory is real and is a leader in vanadium battery production, they have real tech and real orders.

        Barker also has exploration and some type of “in” involving Chinese vanadium deposits, but in the vanadium sourcing sector he is competing with Friedland, even though Barker is on the board of Friedland’s company.

        This was the primary attraction for me…the vanadium plant should be worth a zillion someday and Barker has 18% of it , held through Sparton. For me, SRI is a back door into the Chinese vanadium plant operated by Friedland, which otherwise cannot be invested in by folks like us.

        The gold prospects in Canada are a sideshow for me…the vanadium interests in mining and production are what got me interested. If I were Barker, I would have dumped the gold prospects and waited for Vanadium Redox Bonanza, but Barker is an old-time rock hound prospector looking for the big gold strike and doesn’t want to give up the Golden Dream, even if the darned things drain cash. I have no interest in the gold properties and look at them as cash drain and dilution to the juicy 18% vanadium stake. But I figure, Barker cannot spend so much on a couple of Canadian gold prospects that he will spoil the vanadium asset…though he could dilute a lot getting partners for the gold projects. And he might strike it rich on the gold properties…it is possible.

        All-in-all, very risky. Too risky to recommend or express conviction. But I took a flyer and have 150,000 shares of SRI that I paid 6 cents for. I look at it as an investment in 18% of Pu Neng.

        Not for trading, will sit on this for years if I have to. Even if Barker hits the jackpot on the Canadian gold, I would not sell, because it is the vanadium interests that I am interested in. A hit on the Canadian gold just relieves me of anxiety over Barker wasting money and mortgaging the value of the vanadium, and will give a profit for sitting and waiting for the vanadium.

        • 340
          Avatar
          rubberworm
          Jan 20 2020, 11:11:51 pm

          ” On July 12, 2019 VanSpar received a new financing and debt conversion notice from VRB whereunder in order to maintain its 18% share interest in VRB, it was required to subscribe to the purchase of an additional 31,331,863 VRB shares at a price of USD$0.065 per VRB share for a total cost of USD$2.036 million to VanSpar.
          VanSpar did not participate in the financing and now retains its original 31,953,488 VRB shares representing a 9.8 percent share interest in VRB Energy.” That is a post in the link I put up in above post here.SRI website is not updated to that as I see it. If true SRI should update site. Anyway if VRB hits it big that 9.8 still should be a nice bang for the buck in SRI’s pockets.

          • Avatar
            hendrixnuzzles
            Jan 20 2020, 11:24:19 pm

            Thanks, Rubberworm.

            Obviously a significant development…rough math is that Vanspar was diluted from 18% to 10%, the price was $2 million….which means the putative cap value of VRB Energy is 25 million, and SRI has 10% of that, =cap value of $2.5 million.

  14. Avatar
    hendrixnuzzles
    Jan 20 2020, 10:20:17 pm

    SRI…I did quite a bit of due diligence on SRI, as much as one can do sitting at a keyboard.
    I have not been fllowing closely and things might have changed, but here is a recap of my take on SRI:

    On top of the usual geology/deposit risk, there is a substantial risk in the structure of the company because Lee Barker retains control of SRI through an impenetrable Caribbean legal structure that is designed to protect himself from predators. This makes sense for him, but creates some lack of transparency to investors.

    The guy has some valuable assets in the company, most notably (in my opinion) an 18% interest in a Friedland-run vanadium enterprise in China. This is by virtue of the fact that he (Barker) held some vanadium-related stuff Friedland wanted, and sold it to RF but got an 18% stake in the resultant company (Pu Neng). This factory is real and is a leader in vanadium battery production, they have real tech and real orders.

    Barker also has exploration and some type of “in” involving Chinese vanadium deposits, but in the vanadium sourcing sector he is competing with Friedland, even though Barker is on the board of Friedland’s company.

    This was the primary attraction for me…the vanadium plant should be worth a zillion someday and Barker has 18% of it , held through Sparton. For me, SRI is a back door into the Chinese vanadium plant operated by Friedland, which otherwise cannot be invested in by folks like us.

    The gold prospects in Canada are a sideshow for me…the vanadium interests in mining and production are what got me interested. If I were Barker, I would have dumped the gold prospects and waited for Vanadium Redox Bonanza, but Barker is an old-time rock hound prospector looking for the big gold strike and doesn’t want to give up the Golden Dream, even if the darned things drain cash. I have no interest in the gold properties and look at them as cash drain and dilution to the juicy 18% vanadium stake. But I figure, Barker cannot spend so much on a couple of Canadian gold prospects that he will spoil the vanadium asset…though he could dilute a lot getting partners for the gold projects. And he might strike it rich on the gold properties…it is possible.

    All-in-all, very risky. Too risky to recommend or express conviction. But I took a flyer and have 150,000 shares of SRI that I paid 6 cents for. I look at it as an investment in 18% of Pu Neng.

    Not for trading, will sit on this for years if I have to. Even if Barker hits the jackpot on the Canadian gold, I would not sell, because it is the vanadium interests that I am interested in. A hit on the Canadian gold just relieves me of anxiety over Barker wasting money and mortgaging the value of the vanadium, and will give a profit for sitting and waiting for the vanadium.

    • 592 |
      Avatar
      Cowboy
      Feb 10 2020, 09:35:20 pm

      To further the above link. I did find a interesting line under the ,”Who We Are “drop down…( Under Profile ) I found this on the last paragraph. It reads….In addition to additive manufacturing, we market innovative projects and technologies from Airbus Group Innovations. APWORKS GmbH is located at the Ludwig Bölkow Campus in Taufkirchen since 2013. Wasn’t Clean-Teq working with Airbus on some uses ?! ….Cowboy

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