Some thoughts on Ukraine and what that means for our investments, plus Annual Review updates on a few holdings.... and one new buy
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Friday File: The Curtain Comes Down
Competing with Beijing’s Death Star — What’s “The Laser Defense Firm That Will Let You Retire Early”
Friday File: Time to Buy the Data Center Growth Story Again?
Buying a new Optical Equipment stock, adding on to a couple other holdings to the Real Money Portfolio... plus updates on ANET, NOK, IIPR, OR, SPOXF, TSLA, HSY, BA and more...
13 Comments Read MoreGrant’s Conference – Notes and Ideas (and one related buy, so far)
Several ideas sounded compelling to me at the conference this year, and one was compelling enough that I was inspired to buy its biggest competitor
14 Comments Read MoreSeptember “Idea of the Month” Ready to Fly?
Borrowing an idea from Alexander Roepers' Value Investment Congress presentation
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Should i invest inhave already spent thousands on there recommended trades from the padt however i hsvent recieved any c...
$FYI - A Look At The Emerging Electric Aircraft Sector by Matt Bohlsen - Includes: BA, EADSF, EADSY, ERJ, EVTNF, ...
CLQ scandium....Good news from old newsI saw some of the old CLQ announcements about scandium. One was December 2016...
We are both speculating. As usual I am a little more optimistic than you are; this time, on the timing for the scandium...
Bloody predictive text. I meant Airbus, not ainus, which used to be part of British Arsopace.Did you hear that the ...
I started your post above and a Scandium off take would be out standing. The off take would have to be for a significant...
SCANDIUM...when it takes off !It's pretty futile watching my screen and waiting for CLQ to recover, so I thought I ...
renby et al: When the BFS ComesI think the CLQ announcement is going to be pretty complex, there will be at least ...
Yes there is savings from rivets; there is also increased strength-to-weight depending on the amount of scandium.Mo...
"Around 10 per cent of the weight of an airplane is accounted for by the rivets used to maintain its structure. An Airbu...
The pie charts on aviation market share show Airbus (Europe) and Boeing (American) at 40% plus each, with a bunch of als...
Very interesting. I am surprised that with a backlog of ~12K airplanes (between Airbus and Boeing), we are not hearing/...
$CLQ...perspective on scandiumIt is striking how much scandium is downplayed in the recent presentations, communicat...
Hedy... I do not know of an ongoing arrangement. Some time ago I saw that the license had reverted to Clean Teq. This is...
$CTEQF...scandium...One thing I would bet on, and I literally mean I would make a wager on this, is that Clean Teq...
Niiz, there will be nothing in the DFS financials on that rely on scandium, I am pretty sure of it. They do not need s...
Research and Development...Clean Teq now has Monash University in Australia and Chongqing University and Chinalco R&D in...
More fur in the Chinese hairball. We can now be sure of 2 off-takes for the scandium...one to Airbus, one to Chinalco....
Edski, caution is a very good investment trait, but this announcement is not an isolated surprise.Clean Teq is alre...
Found this post on SLASHDOT Posted by timothy on Tuesday June 23, 2015 @11:27AM from the up-in-the-air-all-the-same dept...
I would rather that Boeing do well than Airbus.Boeing is an American company in Seattle. They employ a lot of peopl...
Airbus is in a bind right now. Boeing headfaked them by announcing they were going after the super jumbo jet market.so a...
It is good for them but don't get too excited. They are years behind behind Cleanteq and Airbus R&D. Airbus is alrea...
#Sc $CLQ.asx $ARL.asx #AirBus $EPA:AIR #$BA $LMT $UA https://cdn.technologyreview.com/i/images/jacob-valerio-383DOT.j...
On Travis blog today his subject was LEO Low Earth Orbit satellites and way to invest in an emerging technology. If you...
Toyal-AP Works collaboration...IMO bottom line is it is bullish for scandium. Great find, rubberworm.I never heard...
Why does he say that ? What facts are the author's opinions based on ?In a "normal" situation with a new alloy with...
Cleanteq and the mentality of persuasion...one thing that I simply adore and greatly respect is Friedland's attitude abo...
Cleanteq heavy mining equipment: the thought occurs, that they have Multotec as their African distributor. They can plac...
rubberworm...not sure but it looks to me that the SCY take-off is to a strategic partner who is going to work on develop...
sure, that's why I am confident scandium will be a fantastic growth market for a long time. I'm also thinking there wil...
Renby, I surmise two things about the scandium situation.First, there is already scandium being produced at Cleante...
It is definitely fascinating that airbus has their own patent on an aluminum scandium manganese alloy, and it bodes well...
Airbus Licensing is advertising and taking orders for scandium powders for application in 3D printing. They are not goin...
A scandium offtake with Airbus would be kind of like winning the Super Bowl. Only the best even get there to have a chan...
I went against my own principles and predicted WHAT and WHEN in the same prognostcation:A scandium offtake agreement...
Airbus licensing is selling it. Therefore Airbus is already using it.Off-take agreement on scandium from Cleanteq to...
Squirrel, great find. I would say a take-off agreement for Cleanteq to Airbus on scandium is now imminent....
Airbus Group.SCALMALLOY®RP ALUMINUM-MAGNESIUM SCANDIUM ALLOY POWDERhttp://www.technology-licensing.com/etl/int/...
$CTEQF...now that they have cobalt and scandium off-take for sure, they are in a strong position to persuade Airbus or s...
Agree, big long-term water or mine contracts will open peoples' eyes to the monster potential of CleanTeQ. Or a long-ter...
Agree, big long-term water or mine contracts will open peoples' eyes to the monster potential of CleanTeQ. Or a long-ter...
$CLQ $CTEQF Cleanteq autoclave announcment...tell you the truth, at first I thought it was odd that Cleanteq made an ann...
Squirrel...I agree with the Hot Copper assessment, although I think he is making a classic mistake to use the multiple o...
$Cleanteq equipment...They knew. They had to send people to a Pacific Island east of Australia to do due diligence on th...
If they get Airbus that would be blockbusters... http://www.asx.com.au/asxpdf/20160830/pdf/439rkc9x7nlrp9.pdf As one...
I meant Airbus for scandium off-take. For nickel and cobalt sulfate, off-take could come from anywhere but my guess is t...
Alan, please be nice to Hedy.There are a lot of reasons one might be disappointed that Friedland is getting his mai...
Russia is leader in using carbon fiber for wings. No it does not shatter per se but it does not hold up to abrasion with...
$CleanTeQ..one more subjective commentI stated recently that I think it best to restrict my comments going forward t...
I think the Airbus thing is closer than they let on, although it will start with interior components before they start b...
Near term the market will react to cobalt and nickel. Scandium won't get much credit till Airbus or Mercedes or somebody...
Hendrixnuzzles, it is thanks to you I stumbled upon Clean Teq. Owe you a Belgian Beer for that! The more I read into it,...
Renby, the distribution scheme is logical but there are certain parties they will surely not farm out. The big aerospace...
Robert Friedland Inc.:“We have a strategic relationship with one of the world’s largest aircraft manufacturers a...
Johnn...sample amounts of CleanTeQ scandium oxide have been produced and are in the hands of Airbus...probably a few oth...
$CTEQF...$CLQ...It is hard not to be amazed by Robert Friedland when one looks at the vision, preparation, strategic pla...
$CTEQF...It becomes apparent that Friedland has a very specific strategy for developing the scan/alu alloy potential. He...
$CTEQF CleanTeQ...news release from December 2016...Scandium alloys, Airbus, 3D printing, and hot motorcycles...what's h...
Best for you to review their materials on the website concerning the process. To your questions:(1) Ionization is co...
$CTEQF CleanTeQ, Universal Alloy Corporation, Alu Menziken...the release cited above from a year ago has some very tel...
We have plenty of gun control laws. What we need are crazy control laws where the safety of the public outweighs the pat...
There is a fly in the ointment nobody has mentioned yet, the makers of airplanes who need to get them up and flying in o...
Thanks for the info, om. Arcam publ AB, AMAVF:OTC Pink From Scottrade: Arcam publ AB is a Sweden-based company that...
The overnight solar backed Flight has been reported by Reuters:Solar Impulse, whose wingspan is the same as an Airbus A3...
ctripper, speaking of domestic Chinese travel, it can't be coincidence that your nickname is the so similar to China's b...