The Business of Water in the ASX - A Critical Resource - Clean Teq Water Limited (ASX: CNQ)

Coffee with Samso Episode 153 with Willem Vriesendorp, Chief Executive Officer of Clean Teq Water Limited (ASX: CNQ) is all about our most precious resource, Aqua - Water.

 

There is a common understanding that water is a resource that we cannot live without. However, if you ask your average investor in the Australian Stock Exchange (ASX), what is the most critical resource, you will be surprised that many, if not all, will not mention water.

 

Investors talk about critical metals and resources but they forget that without water, nothing will work. No mining can happen if you do not have the correct form of water. You cannot even drill the holes without a good source of water.

 

Willem brings across the business of cleaning water. The business of desalination, nutrient removal, zero liquid discharge and hardness removal may seem unimportant, but these are big revenue generators when you do it for governments and companies. The revenue that can be generated is a lot more than one would expect. I would go as far as saying that the revenue margin is a lot better than most mining projects.

 

Clean Teq currently works with a focus on municipal wastewater, surface water, industrial wastewater and mining process water.

 

What is most important is that Clean Teq is a technology company that is doing business in the water industry. The company creates the tech and they are the innovation. This is the point of difference.

 

Water treatment for industries has to be the most important aspect of the new world. Investors are preparing for the electrification of the next generation, but they must also learn that without water, there is no next generation.

 

 

Chapters:

00:00 Start

00:20 Introduction

01:20 The Clean TeQ Water Story

02:59 Is water a critical resource?

05:52 The core business of Clean TeQ Water.

11:35 How does the business work?

15:02 Reaction from potential investors.

19:44 Does this new technology work?

22:10 History and success of metal recovery.

25:12 How should investors look at Clean TeQ Water Limited?

29:44 Are there any competitors?

31:59 What are the downsides?

34:15 News flow.

37:36 The image of CNQ.

41:06 Conclusion.