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.
$FLC.ASX (I promise) lp
Recurring Revenue Desalination Project
https://hotcopper.com.au/threads/ann-fluence-wins-first-nirobox-recurring-revenue-desal-project.4305543/?source=email#.W0yaBtVKiM8
Funny that this announcement is not on the Fluence web sight yet. I see that often and am surprised.
#Copper (Since we all know where Cobalt comes from…..)
https://www.bloomberg.com/news/articles/2018-07-16/the-world-s-biggest-miners-want-more-copper-but-nobody-s-selling?utm_source=yahoo&utm_medium=bd&utm_campaign=headline&cmpId=yhoo.headline&yptr=yahoo
I’ve been wondering why there haven’t been any acquisitions in our area of concern myself. Something this big would make one think that the big guyz want in desperately. Maybe after deliberating the situation of Cobalt and Vanadium, they have decided to look a little harder, or maybe not.
Keeping with copper and selling off the rest has worked well for them so far. We’ll see…..
Government funding ?
https://twitter.com/PRIME7NewsCW/status/1019135939610890240/video/1
Heh…the reporter almost claims it at the end. But can you imagine the screams and howling from other companies if that happened?
The government may just become a “streaming company” of sorts!
IR said this about that….”A range of funding opportunities is being assessed – including those from government sources.”
Excellent news indeed.
I completed a position in Cell Cube Energy Storage Systems [CECBF], Canadian vanadium play. I mentioned this a week or two ago, but thought I missed it, as they announced a spin off of their mining division, and the price spiked up. As it turned out, the price came back down to my entry point [between 22 -23 cents], and investor relations said I would still be eligible for the spin out shares, as the board will be voting on those in the fall. They are fully vertical with vanadium, and have products of all sizes [vanadium redox batteries for different applications]. The SP has ranged this year from a low of 15 cents to a high of 60 cents, and has a book to price ration of 2.7. They have a new management, and have been on a spree buying up strategic assets that give them all they need for full vertical integration. About a US$30M market cap, and ambitions to grow big.
ARFFF up 27% in 5 days for me since I tripled my position with CTEQF money sold at 69 cents. I think I saved my year with that move, but we’ll see what tomorrow brings.
$ARRRF > Ardea Commences Mount Zephyr Gold Exploration Program
https://www.asx.com.au/asxpdf/20180719/pdf/43wmd0850kwbty.pdf Best
$ARRRF Long … While I haven’t added the same % as you, I too have taken advantage of this price gift. But lacking that ‘neurotingle’, I haven’t sold any CleanTeq. It will really be interesting to see how both fare 3-5 years from now.
#Graphene….
Am I missing a separate link for Graphene discussion? I’ll leave it to the experts here to come up with one if you think it would be beneficial.
Since we have posted here about it, I’ll add another link:
$VRS np
http://ir1.euroinvestor.com/asp/ir/Versarien/NewsRead.aspx?storyid=13994546&ishtml=1
check out those collaborations.
Here’s the WIN News report of the recent visit of Michael McCormack, Australia’s Deputy Prime Minister, and Matt Canavan, Resources Minister, to Clean TeQ’s Sunrise location near Fifield.
https://www.facebook.com/WINNewsCentralWest/videos/1718298041619720/
I was interested to see the test tubes samples of the mineral salts derived from the ore. The red substance is probably Cobalt (II) Sulfate and the greenish one Nickel (II) Sulfate. The cream/white colored one could be Scandium (III) Oxide. I don’t know what the gray and brown ones are. Any suggestions? Otherwise I could inquire of the company.
Long $CTEQF
The visit is now directly reported by CleanTeQ on their website.
http://clients3.weblink.com.au/pdf/CLQ/02001027.pdf
Long $CTEQF
https://sputniknews.com/us/201802241061946253-trump-turnbull-cooperate-mineral-extractions/
As an American, I am distressed at our late reaction to startegic development of resources, but relieved DJT is aware of them.
We are late.
$VRS np knowledgeable persons..update
http://ir1.euroinvestor.com/asp/ir/Versarien/NewsRead.aspx?storyid=13996148&ishtml=1
$FYI – Thieves made off with $10 million worth of cobalt in a warehouse heist
https://www.msn.com/en-us/news/crime/thieves-made-off-with-dollar10-million-worth-of-cobalt-in-a-warehouse-heist/ar-BBKRZeD
Now we are getting down to the ‘Nitty Gritty’.
A couple of things on the cobalt theft.
1. When I was in retail and a new item came onto the floor, if it was a target of shoplifters I know it was a hot selling item..
2. That thieves would steal such a commodity means there is a criminal network for them to sell it.
3. This highlights the fact that much of world cobalt trades hands outside of the LME and also shows how difficult controlling sourcing will be. I have been skeptical of the impact of DRC sanctions; if finished cobalt cannot be controlled in Holland, how is anyone going to enforce sanctions on artisinal ore in the DRC ?
Speaking of criminality.
Anyone interested in the political situation in the U.S. should spend some time surfing around the internet. Politics are off-limits here, but the situation is historic, unprecedented, and is happening now, although it is hard to see what is actually happening.
China’s cobalt dominance meets blockchain-backed resistance
https://asia.nikkei.com/Spotlight/Asia-Insight/China-s-cobalt-dominance-meets-blockchain-backed-resistance
$COB > LG Chem invests $2 bn to build 2nd EV battery plant in China http://m.pulsenews.co.kr/view.php?year=2018&no=455222 … #pulse
ty https://twitter.com/MisterG_8/status/1020706171777355776
#CobaltBlue 🙂 #Best2You! 🙂
http://www.benchmarkminerals.com/panasonic-reduces-teslas-cobalt-consumption-by-60-in-6-years/
http://www.benchmarkminerals.com/nickel-v-cobalt-the-secret-ev-battle-for-the-lithium-ion-battery/
$FYI – Cobalt Miners News For The Month Of July 2018
by Matt Bohlsen @sa
Summary
Cobalt spot prices fell again in July.
Cobalt market news – Darton forecasts 40% growth in cobalt demand in 2018. Tony Southgate (ERG) says: “The cobalt boom is guaranteed for the next seven to 10 years.”
Cobalt miner news – Clean TeQ delivers their DFS and Cobalt Blue their PFS. Market sentiment remains weak.
https://seekingalpha.com/article/4189172-cobalt-miners-news-month-july-2018?isDirectRoadblock=true
Lot of good stuff here Aussie market seems to like it…
https://www.nasdaq.com/press-release/clean-teq-holdings-quarterly-activities-report–june-2018-20180723-01055
$CTEQF – Most interesting paragraph for me:
“With the DFS completed, Clean TeQ’s focus has turned to finalising offtake discussions for the production which remains uncontracted and securing funding for the Project. Once developed, the Project is expected to produce substantial volumes of high-purity, battery-grade nickel and cobalt sulphate – products in high demand from the electric vehicle industry. The Company is engaging with numerous parties in the electric vehicle supply chain who have indicated strong interest in securing a reliable source of supply from a safe jurisdiction. The Company is highly confident of securing binding long-term sales contracts for the uncontracted portion of production during the second half of 2018.”
Are they still downplaying the scandium?
$AMAT $COB.asx $COB.asx $CLQ.asx #Cobalt
“The cobalt story is certainly interesting, for not only those investing in the metal itself, but also those investing in electric-vehicle or semiconductor stocks. Cobalt may very well be the most controversial commodity of the 21st century, so all tech investors should be monitoring the metal’s supply and demand.”
https://www.fool.com/investing/2018/07/22/applied-materials-bets-big-on-cobalt.aspx
ht ty https://twitter.com/BH_Prospecting/status/1021575762397278208 Best
$LGORF
Vanadium producer POPS!
What the heck? Yummy!
Well….THAT was fun for a couple of minutes!
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=142420109
https://hotcopper.com.au/threads/vanadium-stocks-on-asx-ultimate-guide.4314648/#.W1d4tmjTU1I
I happened to check on my portfolio at just that moment when it started going up, and thought my computer was acting up!
Amazing is that it was going up before they hit air with Mr. Cooperman, unless he was talking before the video posted, which I assume he was. I didn’t find the earlier portion on CNBC , but funny to watch it run up.
https://www.cnbc.com/video/2018/07/24/lee-coopermans-new-idea-largo-resources.html
$STNUF/CECBF – CellCube Appoints Neylan Chairman of Spinout Company, V23 Resource Corp.
https://www.cellcubeenergystorage.com/cube-press-release-07242018
“CellCube has now completed the incorporation of V23 Resource Corp. and appointed Mr. Mike Neylan chairman of the company. Mr. Neylan has over 20 years of extensive financial, legal and international corporate experience. Most recently, he was a portfolio manager in the private equity division of Sprott Inc. (“Sprott”), a leading alternative investment manager with over $11 billion in assets under management, where he was primarily responsible for establishing Sprott Asia. While at Sprott, he helped raise over $500 million of institutional investment capital from China and Korea and executed over $300 million of investments predominantly in the resource and renewable power sectors.”
$CECBF long
Nickel Is New Headache for Automakers as Cobalt Fears Abate
https://www.bloomberg.com/news/articles/2018-07-24/nickel-is-new-headache-for-automakers-as-cobalt-fears-abate
Nickel looks set to double by 2022 amid shortage: WoodMac
Long CLQ
Long AUZ
Long GGI