The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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"There hasn't been a delay here yet to my knowledge, "
Well we shall have to beg to differ as its been delay after delay and thats a fact.
LS-MSAR produced in Utah has the potential to be huge for Quadrise as it is a toehold in the US home market renowned for being fast to adopt and adapt to new sources of oil. The opportunity dropped in their lap last June while they were still focussed on chasing chimeras in the Saudi desert. Remember the drum roll accompanying the Arabic translation of the web site? To their credit Valkor recognised a way to make synthesised bitumen pay is cut out the refiner and emulsify it onsite into LS-MSAR for direct sale to end users. The timescale has always been long as the Uinta railroad spur will not arrive until late 22/early 23; by which time MSC, OCP and BioMSAR will all be up and running.
Really! Why would anyone be looking forward to samples from Utah? I am not. This gig came left of field and was never ever part of the investment narrative.
The bigger picture here is on the real and proper analyses ( plural) of what this company is going to be about regarding not only industry partners, but market cap, and the rewards it will bring.
Utah is nice to have but not essential for success.
Thanks for the valuable input Barking. Trust you’ll be the first to congratulate the team once news of fuel development commences and MSC start burning MSAR?
O dear 1 down 2 to go. Indigo you must be delighted, chance to top up again. It's amazing how everyone was looking forward to getting samples from Utah and now it seems it doesn't matter as it was never the real prize. So when Morocco hits the buffers for whatever reason then that won't matter MSC was always the one we really wanted.
Then its Mearsk all over again.
Never good news always delays.
Not in the least bit concerned with recent drop as I was "looking" for the share price to be 4.5-5.0p by end quarter 2. It has been nice to see recent rises but these appear to have been primarily on word of mouth, rather than progress reports on potential opportunities.
Panic suits the MMs and they will earn handsomely on any perceived snippets of bad news. As has been said, the Tomco Utah RNS will have very little effect on whether or not Quadrise ends up a valuable company in future. Much bigger fish to fry. The LTH know the prospects and potential but those who have recently joined on the recommendation of some shares guru, are far more likely to bail at the first sign of retraction.
We know only too well share prices do not go up and up and up. There will always be reverses. If you believe in the future on QFI, hold on tight and enjoy the ride....
I’m inclined to agree Indigo. Also, for Quadrise, Utah has never been the target or main prize. MK only even started properly acknowledging it a few months ago..
I’d love Utah to come off but for me it’s all about MSC right now. Let’s get fuel production started and the MSC fleet burning MSAR, I don’t care about anything else until then.
Great to see share price holding up nicely, mainly a sea of blue,,,,,,,,,,,,,,
Agree - looking at the bigger picture, I used this morning as an opportunity to top up.
With the exception of Utah, for which QFI have no control over, there are no reported delays.
MSC trial definition due for completion before end Q2. Morocco industrial trial and phase 2 studies due end Q2. BioMSAR VTT testing & Glycerine production due End Q3.
Tis only 1 of a few pies qfi involved with. Scaremongering is what it is and mm's reaping the benefit. Hold those tickets tightly znd go back to sleep for couple of months..
Sp getting decimated again on delays