The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
XPB: I take it from your comment that you consider any opinion that differs from yours (which is itself a moveable feast) to be wrong, regardless of any supporting documentation etc. , which gives you licence to post incessantly as almost nobody else on this board agrees with you. Can I suggest that you get a bigger window box (you obviously don't get out much) to provide you with something else to do other than incessantly bombard us with your opinions dressed up as facts (for the most part).
Why are you so interested in this share though? To be proved right? You're arrogant enough to think that you know more than everyone else? Then why waste your time shooting comments down? You clearly have an agenda or you're completely wasting your life away on here. Investors should support this project because it's a bloody good idea, and UK aviation needs this.
The more abuse and poorly informed comments I get, the more I want to stay and shoot them down.
Keep them coming.
Expat . Its kind of you to show us the error of our ways , but you are starting to clog up the board now , so be a good fellow and jog on . I'm sure we will all be happy to make our own mistakes .
Stealing? You are all grown ups. You can either chose to ignore my comments or consider them in context of what they are stating.
Typical ramping hearsay. If you know how VLS works, they won’t be spending money on other land and PP activity with the limited funds they have available. They can’t even walk yet, nevermind run.
Why is anyone even listening to expatbrat anymore? If you go through the history of his/her posts, the opinion changes on which way he/she wants the share price to move. Earlier on in the year, before the results of the planning meeting, expatbrat was also saying that BA and Shell would see VLS as a no brainer. Now with that bit of news out of the way and back into "short" mode, expatbrat wants to make money out of share price movements in that direction too with some negative sentiment.
If you want to invest and not deal with these traders stealing your money, ignore the opinionated bullsh*t and stay long with what you think will be the market cap in the future.
Been there and done it ex, it’s much further developed than you have any idea
Watch for pp at the newly rebranded Oxford London Airport near Kidlington
This is punt money. Seed capital. They are investing to enable themselves to realise an objective. Unfortunately, the project is so far away, it will probably be in vain.
The science park is lab scale facility. Not relevant to a commercial scale plant . Unless you fully understand what is being proposed here (which you clearly don’t), you’d better pay them a visit yourself and ask these questions.
BA would be fools to let this fail after their experience with Solena. Velocys would have been subjected to some due-diligence prior to any decision by BA to invest. They haven't invested anywhere else. Why are you so active here, Ex?
I suggest you visit the Oxford Science park, this project is much further advanced than you realise
I really wish you guys have a detailed look at the company and process in which you are investing. The Velocys process is only one part of the entire, fully integrated waste to fuel process. It’s the fully integrated process which is being touted here, not just the VLS equipment. The VLS equipment only, has been proven, but apart from 3 reactor sales in 15 years, isn’t flying off the shelf.
Again, explain why others, who use a combination of technologies, not just their own, manage to fund their projects?? There’s more to this that government backing and good messaging.
Absolute nonsense exprat , Velocys technology is proven and finance will not be an issue
Detailed planning permission is in progress and costing is 90% complete
Velocys, BA , Shell , Government and local government are in close agreement on rolling out a fleet of sustainable fuel processing plants
Altato is just the first of many
It’s not a no brainer. This process is unproven and Velocys have no experience in developing large scale projects. Those two things alone make it an unlikely proposition.
For a non holder you certainly spend a lot of time saving the adults who are invested here!
Sebo. Lanzatech has commercial sized plants built and operating. Look it up. Their core process is proven at scale and they have a large plant in China.
The Velocys Waste to fuel process is unproven and as such, the financing of such a large first plant will be nigh on impossible.
Expatrat, what is your agenda? You are constantly posting on here. Yet you have no investment? Weird. I don't know much about Lanzatech, but aren't they private? Their tech isn't proven at scale either and seems to be more complicated than what Velocys has? Making fuel from every gas imaginable including those produced in steel making? Wow, that's ambitious... The main advantage I can see here is that BA is onboard. They want green aviation fuels at competitive rates irrespective of the crude oil price. Velocys will enable BA to purchase these clean burning aviation fuels at below open market rates with the help of the RTFO. If this works it won't be economical for BA to go anywhere else. The UK plant won't be struggling to find customers. BA tried this once before with another company and failed, second time lucky with RTFO I reckon!
I love your optimism. The Natchez plant has been fully permitted for quite some time now, and no wealthy investors in sight.
To be fair, they’ve probably all gone to Enekam, Fulcrum and Lanzatech. This collective seem to be the one making inroads with financing. Why is that?
That is where you are mistaken. The stage of acquiring funding for the project cannot begin until the planning permission process is entirely completed.
We are still working towards attaining the signed and sealed Final Decision Notice. We can't pitch the project to wealthy investors without this as they will most likely want to see this as part of their due diligence.
All of this has already been clearly mentioned by Velocys representative in the interview with Proactive Investors.
I agree JTB. It is a big deal.
Once PP is signed sealed and delivered, plus a bit of positive PR from BA and or Shell (they need something to celebrate right now!), this should move up.
Best wishes all,
Mr T
VLS have already announced a 'successful' outcome to the application. The formalities will have little effect once announced.
The arduous task of acquiring formal planning permission from the council is actually still in the process of being completed.
If anyone thinks otherwise then they are clueless about the legal complications that are involved in seeking planning permission formally.
The finer details surrounding the planning permission are still being deliberated at length with the council as to what will and won't be allowed.
Formal planning permission is a legally binding document that is prepared by solicitors that specialise in this very specific field of law.
Dont counts your chickens. Planning Permission is old news now and BA/Shell have bigger things to worry about.
I'm really hoping this rises in June. Once the planning permission is formalised I'm expecting an official statement from BA & Shell. A nice kick up the backside for the share price......