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. 3084 |
    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. 3084 |
    Avatar
    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. 3084 |
    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

  4. 264
    Avatar
    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/

    • 3084 |
      Avatar
      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. 3084 |
    Avatar
    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. 3084 |
    Avatar
    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. 3084 |
    Avatar
    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. 3084 |
    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?

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