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Started: Willow1974, 6 Jun 2023 17:12
Last post: boyporche, 9 Feb 2024 16:18
Yes get off this board
Not true.
Look under correct thread following name change.
QED finished up at 2.1p today 23/06
This share is dead. Most investors pulled out months ago when it hit 1.4p. Now having its slow disappearance from AIM. Matter of time
Where are we at with things at the minute I haven’t visited or looked at this share for a long time now but price wise doesn’t seem to be going well?
Started: MacF1, 28 Mar 2023 09:19
Last post: bignose58, 1 Apr 2023 02:03
Or Simply put Quite Easily Done....lol
The Q.E.D being MSAR / bioMSAR
I think QED is a big hint to investors, without actually stating anything. Either that or it's targeted at clients.
"Q.E.D. is an acronym for the Latin phrase quod erat demonstrandum, a fancy way to show off you just logically proved something"
Changing the company name - fair enough.
But why change the ticker??? I don’t understand why anyone thought that was a good idea!?
And to choose one that was being used by a now bankrupt company as recently as 2015 seems even more crazy.
Anyone googling “QED Stock price” or similar gets a load of stuff about the busted company Quintain. Oh dear.
I’ve been invested in companies that change their ticker before.
It takes a few days or more for things to get updated.
Some investment platforms might take a week or more to change over and their investors will be wondering what’s going on in the mean time.
I use Investing.com and they’re still showing QFI with zero movement and no charts, while QED doesn’t exist on their platform yet. Wry confusing for many.
So any fantastic RNS that’s due really wants to wait a week or two now, before getting released, or the news will get lost in the kerfuffle.
Started: haggismchaggis1, 30 Mar 2023 08:19
Last post: haggismchaggis1, 30 Mar 2023 08:19
See Tomco's RNS today.
There's no way they would have got this convertible loan deal without significant proof that the deal is 99.99% going to go ahead and is virtually there. Just need to sign off on due diligence and sort the paperwork and the deal is done.
"as the Board seeks to finalise due diligence and documentation in respect of its preferred arrangements with a potential financing party for a funding package to enable the Company to execute on its previously stated development plans"
Started: colins, 29 Mar 2023 13:15
Last post: dai2belts, 29 Mar 2023 23:45
New Name and ticker code QED
https://www.lse.co.uk/SharePrice.asp?shareprice=QED&share=Quadrise
Started: MacF1, 28 Mar 2023 08:45
Last post: MacF1, 28 Mar 2023 08:45
Does anyone know how to get in touch with the leaders at LSE to ask if they can delete the old QED forum listing and change the name of this one so that it’s not all split over the two of them??
Needs to be done asap.
I didn’t know there used to be another failed company with the QED ticker. That’s a shame.
Started: Frankseluk2, 28 Mar 2023 08:27
Last post: Frankseluk2, 28 Mar 2023 08:27
That the company announces, that the company announces, that the company announces, that the company announces, that the company announces, that the company......
Started: 46Gillingham, 28 Mar 2023 08:24
Last post: 46Gillingham, 28 Mar 2023 08:24
https://www.quadrise.com/
Not yet working fully
Started: 46Gillingham, 28 Mar 2023 08:04
Last post: maggulus, 28 Mar 2023 08:06
New name, new ticker, new forum
https://www.lse.co.uk/SharePrice.asp?shareprice=QED&share=Quadrise
Tried this morning to see the RNS's and was asking for a password?
Is anyone else having the same problem or is it my computer??
Started: 46Gillingham, 27 Mar 2023 11:41
Last post: manu19, 28 Mar 2023 02:00
Haggis
you say - "...especially when we are on the cusp of commercial sales to Morocco, "
- on the cusp! not even been told trials have been started and even if done could be months before proved successful and then to secure fuel and a commercial agreement - who are you the personified Mr QFI imminent?!
WS,
With the really low overheads of QFI and it's licencing model, dividends could come quite quickly once the money starts flowing in, as QFI won't have much else to spend the excess above operating costs on. And I think the BoD want to pay dividends as quickly as possible, to reward the long term shareholders that have kept on backing them. Plus of course, they hold shares too, so a nice bonus for finally achieving the success.
SR,
At the time of Maersk trial we were told that MSAR could save $1m per vessel per year. Also we were told that QFI, Refinery and Client would split the savings. So if we said QFI got a third, that's $333k/£277.5k per vessel. For a MCap of £388.9m that is 1,404, and if you said a P/E of 15 you be looking at 93 vessels. So not really pricing in Maersk with around 600 container ships at the time.
"QFI estimates that MSAR will save container vessel owners $1m/vessel/year in fuel costs"
https://www.edisoninvestmentresearch.com/?ACT=18&ID=6263&LANG=
"As of 2023, MSC operates 721 container vessels"
https://en.wikipedia.org/wiki/Mediterranean_Shipping_Company
I agree with the last few posts I get the correlation with sp and dividends but I don’t see us ever paying a divvi
I think we will be bought out before MSC rolls us out to its fleet but after we have realised commercialisation on a few of its ships plus Morocco et al.
30p sp and 25x earnings on any deal will probs price the t/o at 155p or thereabouts
Cue celebration, retirement and that bottle of DP opened at long last!
I will say though, that leading up to the Maersk trials, success had probably been largely priced in. So if MSC takes us up in an moderate way we can expect c. 30p share price. Obviously if MSC rolls us out in a major way or we get other deals, we can expect multiples of that.
Last post: asimpleinvestor, 27 Mar 2023 22:04
I do hate predictive text. I will write that again.
Wrong country, not much point sticking a link up about Hinkley Point when comparing to Mexico. To be honest Hinkley shouldn't be built anyway. Its not the best idea to build a nuclear reactor on sand, especially when the rest of it is on granite..
haggismchaggis1 - Wrong country, not much pint sticking a link up to Hinkley point when comparing to Mexico. To be honest Hinkley should be built anyway. Its not the best idea to build a nuclear reactor on sand, especially when the rest of it is on granite..
I don't think it's worth spending any time comparing MSAR and nuclear.
A few MMU's and some bioMSAR looks far cheaper to me.
https://www.power-technology.com/news/hinkley-point-c-project-costs-rise-again
How long does it take to build a new Nuclear Power plant (including the standard 10 years of delays), and how much does it cost in the end?
Time and Money that Mexico won't spend.
https://www.reuters.com/business/energy/edf-says-hinkley-point-start-now-june-2027-costs-rise-2022-05-19/
Started: Hotfinance14, 27 Mar 2023 14:22
Last post: Hotfinance14, 27 Mar 2023 14:22
The MSC Leandra schedule is now showing arrival at Dalion on Saturday 2pm with no further destinations afterwards. This must confirm the drydocking is at Dalion as we expected.
Started: 46Gillingham, 27 Mar 2023 11:43
Last post: 46Gillingham, 27 Mar 2023 11:43
I will be very interested to see the cash balance and current burn rate on the next update.
Started: colins, 27 Mar 2023 11:06
Last post: colins, 27 Mar 2023 11:06
https://gcaptain.com/fueleu-maritime-marks-the-beginning-of-the-end-for-dirty-fuels-in-shipping/?subscriber=true&goal=0_f50174ef03-e21e3b4238-170322386&mc_cid=e21e3b4238&mc_eid=a2c0b667f7
How QFI are not riding this wave I will never know, but of course we could have tsunami any time soon .
GLA
Started: Hotfinance14, 26 Mar 2023 15:02
Last post: semaphorRed, 27 Mar 2023 09:33
"Some have speculated that this might be shortcut somewhat by having the same supplier for MSC and OCP"
MSC made an announcement recently, I'll see if I can find it, that included what I saw as a very pointed statement about bunkering requirements which I read that there is no supplier as yet and there needs to be. However I don't think a supplier is a hurdle there. If MSC says "we need to buy this product and it needs to be available in these quantities and in these locations", oil majors will be queuing up. It's literally what they're there for.
"That too, but we’re not expecting crude oil assay results from Morocco unless we’re drilling for oil."
True. These so-called trials in Morocco are barely anything. Certainly it isn't a deal that hinges on whether MSAR works there. It works. The deal hinges on something else, probably various politics and decision making trees that I'm not aware of.
Morocco trials are very simple, I seriously doubt it will take months of data trawling. How many dollars of fuel were required to get the product to required dryness; was the equipment undamaged, and were all operational and logistical aspects conducted successfully.
I personally expect that commercial negotiations with customer and supplier will undoubtedly take a good while. Some have speculated that this might be shortcut somewhat by having the same supplier for MSC and OCP, but I guess it's too early to know how likely that option is.
Will be interesting to see what they have to say for themselves tomorrow (or shortly thereafter).
"I think there will be a lot of disappointed holders if the trial has not started yet. Personally I am confident it has started and that the assay results will be announced soon."
If the trial has started I would assume there would be a gap fo several months between the end of the trial and the results announcement. Trawling through data to completion doesn't tend to be an instant process.
That too, but we’re not expecting crude oil assay results from Morocco unless we’re drilling for oil.
Last post: semaphorRed, 26 Mar 2023 14:47
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
Started: Hotfinance14, 25 Mar 2023 06:33
Last post: semaphorRed, 26 Mar 2023 12:58
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
Started: haggismchaggis1, 24 Mar 2023 09:13
Last post: Salinger, 24 Mar 2023 22:34
No bother eh, it’s only been three and a half years to get to this point, what could ploddingly go wrong!
No need to even think about a raise yet. Morocco trials and then supply agreement, should all be done and dusted fairly soon, and then, at a much higher price, QFI might decide to grab some cash from the market off the back of it and whilst MSC is at an advanced stage.
Roll on the results and update next week, then we'll see how long a cash runway remains, but should be past year end minimum I'd say.
Agreed. We were so long in the 6p to 9p range with so much less on the books.
I would participate in a raise at these levels.
Worth it on msc alone.
Yes it's not moved as quickly as we would have liked.
But haven't had any bad news and it's the world's largest shipping company we're dealing with.
Not so convinced on the other projects so any development is all upside for me.
The only people who are going to sell are the day traders. The rest of LTH's are of course are going to wait. The question is are we going to invest more in a fund raise dependent on what Monday brings or do we just stick with what we have.
That is a far more important question.
Started: Hotfinance14, 24 Mar 2023 13:52
Last post: Hotfinance14, 24 Mar 2023 13:52
MSC Leandra is not far away now from Singapore and is due to arrive Saturday morning. After a short stay she is on her way to China. The results next week should hopefully state she is now on her final journey for the dry docking. They will probably state the dry docking is imminent.
Started: jackg123, 24 Mar 2023 11:11
Last post: jackg123, 24 Mar 2023 11:11
Started: Hotfinance14, 24 Mar 2023 09:09
Last post: Hurrycane, 24 Mar 2023 09:12
Moving up nicely and good volume
Good to see a rise in the SP just before the results. Let's hope the results show strong momentum in the projects.
Started: Hotfinance14, 22 Mar 2023 09:57
Last post: haggismchaggis1, 23 Mar 2023 19:54
Jack,
"Find out one way or another on Monday"
Or Tue/we'd?
Results last year were on 28th, the year before on 29th.
Might even get an operations update tomorrow or Monday, results separately?
Not even close, and that’s from the last Edison note, not the AGM as claimed. Detail matters.
Perhaps form this statement:
“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
“"we've been told refiners are waiting in the wings for Leandra's route to be determined."
I was present through the last agm and the above comment was never said openly to those present.
If someone claims Jason or another bod mentioned that to them then it’s the first I’ve heard it. Perhaps that person might confirm the detail?
If not it sounds like another HF14 piece of fiction.
I would like to add that surely MSC woulf not install a scrubber to the ahip if there was no fuel supply agreement in the wind.
Started: FoMo, 23 Mar 2023 16:27
Last post: haggismchaggis1, 23 Mar 2023 19:38
Not yet by the looks of it:
"This document is being processed and will be available in 10 days"
Do we get a new chat board now?
Indeed. I just got a notification from companies house that the name has changed so RNS in the morning.
Last post: haggismchaggis1, 23 Mar 2023 19:36
Great to see Redliner telling it how it is!!
https://oilandgasmagazine.com.mx/2023/03/dan-15-dias-a-pemex-para-presentar-plan-para-reducir-contaminacion-en-cadereyta/?utm_content=buffer5c7be&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
The government of Nuevo León and Pemex agreed to meet in 15 days to define the action plan to follow on the issue of the Cadereyta refinery.
https://www.linkedin.com/posts/lizzouli_dan-15-d%C3%ADas-a-pemex-para-presentar-plan-para-activity-7044702283191750657-2JGB?utm_source=share&utm_medium=member_desktop
Started: jackg123, 23 Mar 2023 08:20
Last post: haggismchaggis1, 23 Mar 2023 14:07
Mac,
Absolutely!
No reason to get the fuel delivered unless it was guaranteed to go ahead, QFI would not have gone to the great lengths with Customs to get fuel delivered if there was any doubt of it going ahead, so the client has clearly repeatedly told QFI during the delays that it will still go ahead.
https://shipandbunker.com/news/emea/641774-eu-institutions-reach-provisional-deal-on-fueleu-maritime-regulation
Now only if there was a fuel available that could save the marine sector some dough in 2025..........Hmmmm
Yep I don’t think next week will be ground breaking but I still have faith belief again that eventually we will see especially MSC get this trial going. The latest media around Carbon reduction, taxes etc and the change to better fuels really should put us on a plate. As much to my thoughts that they still fail to promote and communicate the product I just hope a trial somewhere should deliver us on the front stage. Question is when, and with the ‘cash call’ required by year end, how will they manage it. Can we seek funds from elsewhere to promote the fuel change, other ‘interested’ companies or outfits. Let’s hope the name change has been asked for a reason, maybe we will find out in Q2. Will they even do a IMC call this time, who knows what’s round the corner but at least the outside media and global shift is going in our direction. Can we keep up with it and put our product on the global map! We can help with marine, power and industry, all the big nasty CO2 people, we can help.
Vince I am very confident you will not be wrong.
The frustration at the last AGM over continual over promising and missed deadlines is totally ignored by the rose tinted glasses brigade , everything is good, everything is progressing quarter after quarter. Belief and Hope are not good investment strategies.
All of us have put significant amounts of money into this company and to just sit back and have faith is complete and utter BS as an investment strategy.
When the facts change, my attitude will change. But past experience is a good indicator of what to expect on Monday.
If I'm wrong, I'll hold my hands up and admit it. So let's hope I'm very wrong.
Started: Hotfinance14, 23 Mar 2023 09:24
Last post: Hotfinance14, 23 Mar 2023 09:24
Europe close to sealing ‘world’s most ambitious’ shipping decarbonisation deal:
https://splash247.com/europe-close-to-sealing-worlds-most-ambitious-shipping-decarbonisation-deal/