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Oxford Catalysts Group Share Chat (OCG)



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bakoven
Posts: 4,253
Opinion:No Opinion
Price:160.00
Mr Shrewd
24 Sep '13
Until the winter months come round there might be little input from me. I took two days off to focus on three companies, one of them mentioned below. An attempt will be made to produce notes tomorrow night, time permitting. I certainly know a fair amount about this subject although the last hands-on was down at UCT years ago. There should be a reference to it a few pages back. Any topics written on elsewhere doesn't necessarily mean I am invested in them. Some of the stuff is cautionary as many of the numpties jump in with little or no grasp on anything.

Maybe more tomorrow . . .
 
MrShrewd
Posts: 592
Opinion:No Opinion
Price:160.00
RE: Bev88
24 Sep '13
I agree. We should put some more input on this BB. iii.co.uk do but it is the same 3 folks all day long.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:160.00
Bev88
24 Sep '13
Ditto on SASOL. You must have been on the Reef. However, we should quickly remember - largely owing to crude @ c$30/barrel - their development was mainly strategic at the time without any profit margin for years. I shall continue to watch emerging flaring legislation in the Bakken and other features. Unfortunately my concentration lately has been very much on MAGP and a handful of others.

The bb has been notable for neglect and silence. We really should produce more research notes on it.
Bev88
Posts: 276
Opinion:No Opinion
Price:160.00
Maybe could be shrewder!
24 Sep '13
Whilst nothing in life is certain-I have watched Sasol emerge in Jo'burg over the last 40 years , converting coal into petrol while cheap coal was the most readily available and cost effective fuel.
Things have changed-especially in America where gas is now the fuel of choice. OCG has developed the same process to make conversion of gas into liquid fuel practicable on a local scale where gas fracking takes place . Having proved their world leadership and credibility with orders coming in from America, where they have a powerful partner, they appear to be in the sweet spot and the sky could be the limit as to how far this could go- no doubt potential preditors will have taken note !
MrShrewd
Posts: 592
Opinion:Sell
Price:146.00
Sold my OCG
24 Sep '13
I sold my OCG 2 weeks ago to invest in MONI and I have no regret. I made a loss on the trade. I believe in the technology and the Management team however the time frames for actual income have become to long and ambiguous. We have been here before with the 15,000 bpd plant in February 2012 that OCG just stopped discussing (http://www.oxfordcatalysts.com/financial/fa/ocgfa20120214.php)

I think this will take off but I will buy in again in 12 months or so when actual income is logged in the books. There will be plenty of time to jump on the ban wagon then for the upside. If the BTL plant for London comes in and a GTL plant order (Somewhere/anywhere) comes in the company might be ok for funds 18 months from now.

The Ventech reactor order in April was just a tokenry order to keep the investors happy (and not feel misled) and not a credible purchase for an actual plant being commissioned.

I will keep this share on my watch list and RNS updates for the time being.
finbarr
Posts: 299
Opinion:Buy
Price:145.00
SP Rise
23 Sep '13
It's back on again.
finbarr
Posts: 299
Opinion:No Opinion
Price:137.00
SP Rise
17 Sep '13
Er, perhaps the momentum is taking a break.
finbarr
Posts: 299
Opinion:No Opinion
Price:147.00
SP Rise
11 Sep '13
OCG has been in the doldrums in recent weeks but it's clearly building momentum now.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:145.00
rename
5 Aug '13
OCG ticker will change to VLS on 25 September 2013.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:147.75
flaring regulation
16 Jul '13
On April 26, 2013, North Dakota Governor Jack Dalrymple signed House Bill No. 1134 (HB 1134) into law, amending the state's flaring and oil and gas production tax statutes to promote reduction of natural gas flaring at the state's oil and gas wells.
While earlier proposed versions of HB 1134 included a reduction in the flaring grace period from one year to six months, the final legislation maintains the one-year grace period.
Upon the end of this grace period, a well operator's options are currently limited under statute to either: 1) capping the well, 2) connecting the well to a gas gathering line or 3) equipping the well site with an electric generator consuming 75% of the gas from the well, all subject to an "economic infeasibility" exception.
The final version of HB 1134, which becomes effective July 1, 2013, expands the state's list of permitted activities for an operator to undertake at the end of the grace period to include:

A. Equipping the well site with a collection system that intakes at least 75% of the gas and natural gas liquids volume from the well for beneficial consumption by means of:
Compression to liquid for use as fuel.
Transport to a processing facility.
Production of petrochemicals or fertilizer.
Conversion to liquid fuels.
Separating and collecting over 50% of the propane and heavier hydrocarbons.
B. Other value-added processes as approved by the North Dakota Industrial Commission that reduce the volume or intensity of the flare by more than 60%.

HB 1134 further creates an oil and gas production tax exemption under N.D.C.C. § 57-51-02.2 for a period of two years plus 30 days for all gas that is: 1) collected and used at the well site to power an electric generator that consumes at least 75% of the gas from the well; 2) collected at the well by a collection system; or 3) collected by other value-added processes. The two year plus 30 days exemption will also apply to oil extraction taxes assessed under the Century Code against liquids produced from a collection system that utilizes absorption, adsorption or refrigeration.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:147.75
gas & gtl
16 Jul '13
There seems to have been a sudden dip to 137.5p at the bell, which could make tomorrow interesting.

The Bakken, both ND and MT, has unique flaring problems owing to its vast area. Any news emerging is constantly followed. One recent introduction is by a Billings company -

http://www.g2g-solutions.com/pressreleases.html

Statoil (Brigham) - active in the Bakken and North Sea - pursue various policies and innovation on utilising surplus gas emissions.

http://www.statoil.com/annualreport2011/en/sustainability/casestudytheshalerevolution/pages/casestudytheshalerevolution.aspx
"We are also planning to reduce the flaring of associated gas in our tight oil operations by capturing and commercialising the gas. Our plans call for significantly reducing flaring proportionate to production by the end of 2013 . . . ".
gmarchy14
Posts: 557
Opinion:No Opinion
Price:151.50
bakoven
16 Jul '13
thanks for that, really appreciate it... dont some digging into them and obvious risks but looks very promising from a commercial perspective... will keep a watch out
bakoven
Posts: 4,253
Opinion:No Opinion
Price:154.00
current stats
15 Jul '13
From NDIC - Data just published by the commission points to US gas prices remaining low.

Natural gas delivered to Northern Border at Watford City is down $0.31 to $3.20/MCF.
This results in a current oil to gas price ratio of 30 to 1, but the high liquids content
makes gathering and processing of Bakken gas economic. Additions to gathering and
processing capacity are catching up, but the percentage of gas flared remained at 29%.
The historical high was 36% in September 2011.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:154.00
BOTAK/gmarchy14
15 Jul '13
Although heavily invested in HAWK and MAGP I am seriously considering OCG as another long-term candidate. SASOL on the Witwatersrand with its coal to fuel liquid products has been followed for 30+ years. Their early entry and hurdles had much to do with high production costs competing with average c$30 WTI crude at the time. Progress was very slow. The position today is very different with WTI having nudged $106. The Louisiana plant will be massive and you will note a line on Velocys -

http://www.ventures-africa.com/2013/06/sasol-north-america-issues-21b-contracts-for-gtl-plant-construction/

"The construction of separate mini-GTL plants by Velocys and CompactGTL, is also on-going, needing only a fraction of the above-mentioned capital outlay".
(Hazarding a guess I'd say the GTL conference, scheduled for October, may herald a sea change.)

On BTL, OCG "has been selected as the Fischer-Tropsch (FT) technology provider for the design and possible construction of a commercial Biomass-to-Liquids (BTL) plant in the USA.
"The BTL project was recently awarded a $4.1 million grant from the US Department of Defense (under the Defense Production Act Title III Advanced Drop-in Biofuel Production Project), which will help fund detailed engineering for a 1,100 barrels per day (bpd) BTL facility, following which the project will have an opportunity to apply for a further grant of up to $70 million to construct the proposed plant".

(At the same time I am keeping an eye on PHE developments - refer to their website. It would seem that Q4 is to be a key period on both subjects. Reverting to GTL you should look out for sundry news on Williston Basin, ND, flaring legislation. Burning off heavy volumes of gas has to be reduced. New drilling permits in the basin stand at 1218 for H1 in ND. All of them will add to emissions. It does not include permits issued across the border in MT where most allocations are for Elm Coulee in Richland Co.

Additionally it is assumed, provided spot price for crude remains at $105+ and mcf market prices for gas stay low, that SASOL are very likely to do the same thing with GTL as they did with Sasol fuel in SA.)

Some serious examination is required.
BOTAK
Posts: 3,528
Opinion:No Opinion
Price:154.00
gm14
15 Jul '13
The sp went down to the mid 120s from 200, then a slight bounce to mid 150s ,would say this share has Huge potential ,to echo the CEO,s comment Expolsive Growth but when ?
gmarchy14
Posts: 557
Opinion:No Opinion
Price:154.00
buy?
15 Jul '13
What do we think? a good time to invest in this co? would appreciate an investor overview here...
finbarr
Posts: 299
Opinion:No Opinion
Price:144.00
SP
12 Jul '13
The share price after a drop seems to be ticking up nicely. Perhaps the share purchase in June by director Sandy Shaw (note: different person to the one-time Eurovision singer) in June is indicative of things to come. I certainly hope so.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:139.00
apologies
8 Jul '13
Oops. Wrong board.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:139.00
devonman
8 Jul '13
re: My earlier note on MAGP investment diversification - OCG are now on the brink with BTL and GTL (small scale). A colleague has invested substantially in the company, quietly anticipating developments on GTL. I note today a $70m grant is possibly available for BTL startup funding.
bakoven
Posts: 4,253
Opinion:No Opinion
Price:139.00
7% up
8 Jul '13
bakoven
Posts: 4,253
Opinion:No Opinion
Price:133.00
mcf flaring
1 Jul '13
bakoven
Posts: 4,253
Opinion:No Opinion
Price:130.25
watchlist
1 Jul '13
http://www.investegate.co.uk/oxford-catalysts-grp/rns/board-appointments/201307010700132131I/

"With our Company nearing possible explosive growth, a significant part of our success will depend on technical and operational excellence. Paul Schubert, as Chief Operating Officer, will add to the strength of the team of Executive Directors at this important juncture for the Company's progress."
bakoven
Posts: 4,253
Opinion:No Opinion
Price:161.00
sasol
10 Apr '13
bakoven
Posts: 4,253
Opinion:No Opinion
Price:160.00
note
29 Mar '13
Anyone in touch with RL. Please forward. Looks as though this small-scale tech is targeting the Bakken and Mississippian later in the year.

http://www.linkedin.com/pub/joseph-farley/55/453/59
MickTKipper
Posts: 2,563
Opinion:No Opinion
Price:160.00
RE: SOLID RESULTS...
27 Mar '13
Oxford Catalysts plans waste-fed factory

By Peter Marsh

A new manufacturing era, in which small plants produce oil and plastics from waste materials, is about to dawn in the UK, according to Oxford Catalysts, the chemicals technology group.

In announcing the company’s 2012 results, chief executive Roy Lipski said he hoped to finalise at least one contract for the building of a $250m “commercial-sized” plant – capable of making up to 120,000 tonnes of oil or plastics a year from waste streams – in the next nine months.

Oxford Catalysts is among the leaders in a clutch of businesses trying to find a way to convert relatively low-value carbon-containing materials into higher-value diesel, jet fuel or industrial chemicals.

Its technology works by using such substances as rotting vegetables and household waste as source materials, or flare gas from oilfields that would normally be wasted.

These ideas have already excited interest both in the energy industry, and in chemicals manufacturing.

In the second of these areas, Mr Lipski said his company’s technology could assist in parts of the world that are distant from conventional chemical feedstocks.

“It’s possible to envisage ways of using our technology in small distributed plants that, by forming a source of materials for other factories fairly close by, could help to shorten manufacturing supply chains,” said Mr Lipski.

One of the companies evaluating such ideas is Calumet, a US maker of speciality chemicals that is trying out some of Oxford Catalysts’ technology.

Calumet is among a number of possible candidates for announcing the construction of a full-scale production venture by the end of 2013.

Formed in 2006, Oxford Catalysts raised £30m this year in investments to further its technology, and has so far failed to make a profit – with Mr Lipski refusing to disclose when this might happen.

He was speaking after the company announced that its losses, adjusted for depreciated, amortisation and related payments, rose 2 per cent in the year to December 31 2012 to £7.9m, after £7.7m the year before.

However, the company made progress in pushing up revenues 61 per cent to £7.6m in 2012, from £4.7m in the previous 12 months. The loss per share was flat at 11.5p (11.4p).

Oxford Catalysts will soon take on the name of Velocys, a subsidiary business. Between them Oxford Catalysts and Velocys – which has its headquarters in the US and was bought in 2008 – have spent about $300m on developing technical ideas over 15 years.

Copyright The Financial Times Limited 2013.




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