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Hydrogen now? Hydrogen? Cars and Trucks are going to from batteries to a gas with zero network? Costs a fortune for ships to be retrofitted, the fuels expensive and it's not needed for non ECA areas. Really don't see a future for hydrogen at all the, for small vehicles it'll be batteries powered by nuclear plants.
Thanks Nimrod. I'm also in ITM, McPhy, AFC, Ceres and Nel, and doing well out of those shares. I'll check out Bloom too. Agree hydrogen has a great future, but there is still a need for transition fuels.
and sold QFI many times in past years, and always thought as an engineer that not having any Carbon residue after combustion was a great idea, and that QFI would be a winner. BUT it was game over when Maersk dropped out. The future has moved on and its now going to be Hydrogen in one of its many forms. I'd suggest not wasting time or money with QFI and get invested in the Hydrogen revolution that's taking place e.g. Bloom Energy Corporation (BE) NYSE - Nasdaq Real-time price. Currency in USD. Up 30% already today in less than one hour's trading. 40% since Monday. Bloom Energy, Corp. is a company that provides solid oxide fuel cell technology. The Company's technology generates onsite power from multiple fuel sources. quote from conversation on Yahoo Finance "• Bloom Energy is entering the commercial hydrogen market by introducing hydrogen-powered fuel cells and electrolyzers that produce renewable hydrogen. These products will be first introduced to the South Korean market in 2021 through an expanded partnership with SK Engineering and Construction (SK E&C), an affiliate of SK Group. Bloom's existing partnership with SK E&C has already sold 120 megawatts (MW) of fuel cells in South Korea, generating over $1 bln in equipment and future services revenue for Bloom. • By the end of 2020, Bloom expects to ship a 100 kilowatt pilot Server to South Korea to power an SK E&C facility in early 2021. The second phase, a 1 MW hydrogen Server installation, is targeted for a 2022 deployment. Both companies have committed to fully fund and resource these two phases. Less" McPhy Energy S.A. (MCPHY.PA) On the Paris exchange. Up 226% in the month. Up over 500% in two months. McPhy Energy SAS is a France-based company that develops hydrogen storage and production solutions for the merchant hydrogen market and renewable energy markets. The Company sells solid-state hydrogen technology to provide a way for industrial gas renewable energy storage. There are several other Hydrogen energy companies out there and most are taking off. Ships, aeroplanes, trucks and cars are all going to be using it in one form or another. Don't miss the boat, take a look at QFI's SP graphs over the last few years.
It's going to be a joint venture with Valkor. I imagine if they succeed with the trial, provide a solid independent economic and engineering report for their project, they'll be able to raise the money in a variety of ways that may not just be equity (bonds, banks, investment houses, etc).
It's basically a risk thing; if they can prove it's a safe investment, then heavyweights will weigh in with their cash as a long-term investment.
I don't know enough to say what the likelihood of any particular outcome/option is, but just pointing out that equity isn't the only possibility.
The same goes for QFI; if they land a bunch of solid prospects with long-term contracts, merchant financing becomes an option (basically a type of invoice financing).
Yes but they have both and the market cap is small. Trouble is they have a history of dilution and very poor shareholder communication, that is why I moved to QFI, I still want to be on the oil sands journey but not with a company that has no regard for holders. They will dilute again imo.
Yes, the 5% of gross seems a pretty fair deal for PQE. Especially if they can then sell this tech to other companies. You could imagine this is a good combined product offering in a variety of contexts (MSAR + Petroteq).
Not sure if the POSP is covered by this, but I imagine it should be.
"" On July 2, 2019, the Company announced that it had entered into a non-exclusive technology licensing agreement with Valkor LLC (“Valkor”), a company based in Katy, Texas. The Agreement grants to Valkor the right to use Petroteq’s proprietary patented technology to engineer, construct, operate and finance oil sands extraction plants (individually, a “Plant”) to transform highly oil saturated feed ore recovered from mining operations to heavy crude. Under the Agreement, Valkor agreed to pay Petroteq a non-refundable license fee of US$2 million per Plant in two payments, with 50% payable upon start of construction of a Plant and 50% payable upon first production of such Plant. The Agreement further provides that Valkor will pay Petroteq a five percent (5%) royalty based on annual gross sales, excluding solvent and or water, for so long as licensed technology is covered by a valid claim in the country in which it is used. ""
I am a shareholder in PQE - was a shareholder in QFI years back, fed up waiting, lol - will come back in here soon as the testing continues at PQE plant in Utah.
PQE are technology based company - having designed, tested and patented the technology their job is essentially done - probably $60M has been invested to get to this point ($100Ms has been spent by other companies who have failed to extract from yje oil sands) - PQE should reap multi-millions in Licensing and royalty payments. Certainly MSAR is another opportunity in the making, near term. Valkor are effectively the engineering arm - they are instrumental in the next few weeks.
Anybody interested in how the tech works check this video from the CEO - fascinating:
Petroteq is listed in Canada and US - but you buy in the UK via Hargraeves Lansdown and other brokers; they are not far off their all time low so I am expecting serious returns from here. But obviously do your own research.