Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Yeah we all have our own timings. I just need to sell a little tbh, and can be December 31st, no problem.
Ideally i could do with it a month earlier in November as Mortgage deal ends then. What I have invested in here would clear it. Just need to get above break even first though!!! Probably still wouldn't sell them though lol
So I'll be honest, I've held this since...no idea, 2016? And it's always needed to happen for me by the end of this year for personal/tax reasons. Not that I'm going to sell it all or anything, but I do really need some of this money by December 31st. So I've been pretty relaxed until now, but will become less so as the year progresses.
"We could create our own RNS's"
We have to. No one else seems to be up to the task.
'ETA Dalian updated to midnight on the 2nd April Lt'
So a week today she will be in drydock. We could create our own RNS's !!!
Yo ho ho and a bottle of rum
"Only skeletons for a crew"
A skeleton crew perhaps? Otherwise....
https://youtube.com/watch?v=Nlp_xU_BQok&feature=shares
ETA Dalian updated to midnight on the 2nd April Lt
"20:00 eta on 31st"
3pm UK Summer time - just in time for an announcement!
Indeed she has
20:00 eta on 31st
Only skeletons for a crew
She has just left Singapore, due in Dalian on 31st, draught of 9.3 m so she’s pretty unladen just as hoped
I’ve given that a tick up
Took me back and Made me laugh
The return of Jackanory, missed it!
Just a thought
Two tankers alongside . . .
What if the delays in Leandra docking, extended delivery service, was waiting for suitable fuel delivery to Dalian (or Singapore) in time for the finish of the dry dock?
POC could start post dry dock in China with the start of a far east/EU loop and replenish in Rotterdam (for example) or CEPSA in Gib or wherever.
It’s about time we had something positive happen in our timeline.
Come on Quadrise plc chuck us a bone!
Could be for different oil products such as lube oils, etc.
AIUI, Leandra would only use 150tpd going at high speeds, which she almost never does. You're looking at 70-100 for her typical speeds according to JM (depends on vessel load, speed, weather, etc).
Leandra has a second bunker barge alongside, Sea Solidarity, Hai Soon 16 was alongside this morning just after she berthed. Wouldn’t have thought she would take on too much fuel for dry docking, the journey to Dalia is 3100 Nm, 6-7 days at 150 tonnes a day, one barge holds vastly more than that.
Well if the recent developments on the chicken & egg scenario are to be believed, then hopefully we can produce it from a terminal and then move on to a refinery.
Otherwise its more greenwashing BS to speak at a conference.
Agreed, but it would get the trials underway which gives time for a MMU to be set up at a refinery, announcing a partnership with a refiner or shell would be welcome and a massive confidence booster.
I would still rather it be produced in partnership with a Refiner. If Qfi are going to produce it in Denmark, its not a big confidence booster to me.
So it would be nice to think that the PoC volumes have been or are being manufactured. Less than a month for both 1000t volumes. The Maersk PoC fuel came from Latvia via train if I remember correctly
jackg its in Denmark and produce 5 tonne/hr i think
The arrangement for trials does not necessarily need to be the same for commercial. Could be a more ad-hoc temporary arrangement at a refuelling terminal for PoC and LONO, and then transition to a full refinery installation later.
So there was a MMU set up for the Morocco trial, that should still be available for the PoC volumes. Any clues as to whereabouts and size
Dust - see my earlier post below which states similar:
“The POC tests will commence in H1 CY23 after the Leandra returns from its scheduled maintenance and regulatory class inspection in a dry dock. This is slightly later than the Q4 CY22 start shown in our March note because of the time taken to purchase the Leandra. Assuming that the results from the POC tests are positive, MSC will then finalise agreements with third parties for trial and commercial fuel supply and conduct lengthier trials (4,000 hours of operation) to provide commercial operating experience, potentially culminating in obtaining LONOs from the engine manufacturer, Wärtsilä. Management expects that the LONO trial will take around six to eight months to complete. As the trials progress, Quadrise, MSC and other key stakeholders such as refineries will hold discussions, which are likely to commence in CY H223, regarding the supply of bioMSAR and/or MSAR for use by MSC’s global fleet. A single vessel would consume 0.6kbpd of fuel.“
https://www.edisongroup.com/research/key-role-in-transitioning-to-net-zero/31706/
OHS
The arrangement for trials does not necessarily need to be the same for commercial. Could be a more ad-hoc temporary arrangement at a refuelling terminal for PoC and LONO, and then transition to a full refinery installation later.
Reading the latest business update suggests (but by no means is clear) that there is some need to agree the post-LONO commercial arrangements before the parties will get involved in the trials.
We still don’t know who the fuel supplier is going to be… and what about MMU installation lead-times etc? May sounds very aggressive but would love to be wrong