Very nice to see it all recapped. A great quarter for everything but the stock price.
New things I noticed:
--First mention of lithium extraction. Previously lithium was not listed as a potential target.
If their technique is economical we will have another ace-in-the-hole...faster than brine evaporation, cheaper than hard rock lithium.
--Mobile demonstration plant for a plant in China. Coal-to-chemical application.
--Talk of manufactured components for an installation was referenced.
I had a crazy speculation a long time ago that manufacturing of components for their installs would greatly accelerate project implentations and lower costs. Seems to be migrating slightly in that direction.
--JV on big Chinese water project going slower than hoped.
--No mention of vanadium; I guess the previous announcement with Pangang will be
all I get for a while.
Overall very satisfied. Potential everywhere.
We need the financing, EPC, and off-takes.
CLQ Price at posting:
69.5¢ Sentiment: Buy Disclosure: Held
