Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Looks like drydocking about to happen then HF, Dalian does fit scrubbers and is way off being part of the current INGWE service that Leandra is currently on, Quindao is the last call for this service with Dalian some 330 Nm further North, this fits well with her current Hull inspection due on the 21st of this month.
Port Dalian is the biggest port in North China.
Video of drydocking in port Dalian:
https://www.youtube.com/watch?v=XirZQ-kegnE
MSC lLeandra is due to dock in Port Louis this evening. She then leaves for Singapore on the Thursday scheduled to arrive 24th March.She is then due to leave on the 25th arriving at Port Dalian in China on Friday 31st March. Port Dalian is hopefully the destination for the drydocking,
Just come across this, probably been up before but some time ago, interesting for newbies
https://www.innovationnewsnetwork.com/decarbonising-shipping-industry-crude-sugar-oil-e-fuels/26352/
I have no particular issue with the name change but given the importance of other news the BoD must have fully anticipated flack from shareholders
I’ll allow my reaction to be tempered by an assumption that management confidence on other news remains high. Hope I am right - otherwise this will look like a poorly timed prompt that will further encourage the cynics
BP sounds like insect urine :?-?D
Got it.....cheers
Oh well, back to the drawing board then:)
No, it's Shell Alumni, so a network for former Shell employees.
Im a bit out of it regards to supply for msc....could this webinar be an indication that qfi/msc might be in comms for shell to supply?
Or is it likely that the webinar has just come about because the organiser just wanted to put 2 different solutions together to discuss why a different mix will be required going forward?
Shell. Sounds more like something you find on the beach.
Quadrise Plc, . sounds more like a four post car lift manufacturer,
https://www.garageequipmentonline.com/products/4-post-lifts/
Agreed. What's in a name? Something, to be sure. But not much.
????????????????????-?????????? ?????????????????? ???? ?????????????????????????????? ???? ????????????????/???????????? by Pieter Kapteijn, Co-Founder of Maritime Performance Systems, and Jason Miles, CEO of Quadrise March 17, 14:00 - 15:00
https://www.linkedin.com/posts/dagmar-mekking-683937_shellalumni-shellalumninetwork-shipping-activity-7040638513515491328-m3Ov?utm_source=share&utm_medium=member_desktop
If that's the case why not put Eco or Green inberween Quadrise and Fuels. Its all minutiae. All bones and no meat.
Haggis
Yes
But also essential for investment
Think about the financial houses that had a flutter on QFI very recently. Ouch! Fingers burned.
Ok but you’re going to need to change your name lads!
Broker advice methinks
“So is it also a cryptic message to investors?”
Haggis does the Famous Five.
Will,
So is it also a cryptic message to investors?
MSAR = effectively proven
bioMSAR = effectively proven
Either highly confident, or the Morocco trials are going well?
Or in Haggis's case after a ramp...
"Quick Everybody, Dump!"
I’m chuffed the board are Pursuing a strategic change of name at this juncture just as we expect commercialisation to start and as significant successful test results have been returned. And incidentally as the shipping sector states that it is ready to invest to help its suppliers deliver new fuel technologies.
Q.E.D. Is used to show that something has been effectively proven or established. Notably at the end of a scientific paper.
People that have studied Latin, usually the people that run the bigger companies and financial houses,
Will get this . . .QED, it is the right thing to do!
When do the trials start Haggis ?
After LONO trials for sure.
I'm looking forward to seeing the day the following article is updated to reflect BioMSAR as one of their products:
https://www.msc.com/en/sustainability/enabling-logistics-decarbonisation/journey-to-net-zero
And then more of these deals being penned:
https://www.dbschenker.com/global/about/press/db-schenker-and-msc-seal-important-biofuel-deal-832010
OHS
AKHM,
"Unless this is a recommendation from someone in the know for some reason that many of us can not work out."
My guess is it is a recommendation from the broker, as a way to get ii's to notice the company and add it to funds covering anything related to decarbonisation, as it's a hot topic for fund managers.
"The renaming of the Company is part of the Board's initiative to emphasise Quadrise's position in the energy decarbonisation space amongst customers and investors and to acknowledge the material contribution that the Company's technology solutions can make to reducing carbon intensity in marine, power and industrial applications."
Quintessential Equity Desirable
Just going back to this having slept on it.
"Worst case scenario: 2000 BPD at a small £10 per barrel to QFI is £600k per month. Outgoings are only £240k per month."
If I remember correctly we were looking at $10/bbl profit for MSAR many years ago, is that right?
Does anyone know the profit on bioMSAR? I suspect not, as I've not seen anything from QFI advising that.
bioMSAR is a premium fuel that saves money on a premium fuel (Biofuel), whilst significantly reducing CO2 emissions, and reducing Particulate and other emissions.
Biodiesel is multiples of the price of HFO and VLSFO by the looks of these:
https://www.neste.com/investors/market-data/biodiesel-prices-sme-fame#ffb486b1
https://shipandbunker.com/prices#IFO380
So my thoughts are that I would be very surprised if QFI was not making £5 to £10/bbl on bioMSAR after costs.
At £5/bbl to QFI, we would only need Morocco to use 1,578 barrels per day to cover the cash burn of £240k per month. The minimum QFI state for Morocco needs is 2,000 barrels a day.
Here's how it looks for the range given by QFI at my minimum level:
2000 at £5/bbl = £304k per month
3000 at £5/bbl = £456k per month
4000 at £5/bbl = £608k per month
5000 at £5/bbl = £760k per month
Anything above £240k per month is adding to the cash in the bank. £10/bbl and we are laughing all the way to the bank.