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But worth adding that there is a slump across the board for many other green energy stocks. Even though many of the companies are preforming very well. With no fundamental bad news, I suspect the industry as a whole is going through some profit taking and things will resume to the upside in due course. Fingers crossed VLS will rise with the rest.
Not quite true sense. It's more a case of what is more likely, the downside or the upside? Buying a lottery ticket could return millions but what are the odds. An extreme example but right now what are the Odds with VLS? Stiff competition coming in and VLS losing investor confidence with no solid news updates (Especially after the Shell blow). Even BA is now partnering with Lanzajet, a direct competitor to VLS. Theres definitely a feeling of the hype after the announced planning permission last year now wearing off.
My understanding is that they are looking for policy initiatives and funding following COP26 in November.... if so then really next year is the big year but happy to be told otherwise. Thanks
If you invest in 10 stocks you believe have the potential to at least 10bag, you can be wrong 90% of the time and still breakeven. You only need to be right 20% of the time to make yourself into a profitable investor.
It's not nailed on here no, but definitely has 10 or even 100bag potential (If one site gets the green light it's highly likely they'll then expand globally). It's a risk though for sure. Like I say, roughly a 50% downside but a 1000%+ upside.
Key question is will there be enough pressure and incentives from governments to drive investments. This is why I am keen on listening to Rishi Sunaks speech on 3rd March, some big big numbers anticipated for developing green infrastructure and he is supposed to be confirming the mandate of the Northern Investment Bank.
Maybe you're right, who knows. I am just hoping that the urgency to achieve netzero and to build green infrastructure is going to drive investment in this space. Big year for VLS this. Like you say though, they have their FT business to fallback on which is growing itself although doubt MCap would be justified at this level.
It's about risk/reward isn't it. If just one of the plants gets the green light we're talking at least 10x from here (my opinion based on own calculations) and if no plants get the go ahead then we're down to what, 2-3p so 50% downside and 1000%+ upside. That's how I look at it anyway
sorry for the terrible English. Iphone woes.
It sounds positive Sense, however the reality is that they've been trying to find investors in this project for years - unsuccessfully. The waste wood to fuels market is sound in the US and this is demonstrated by the ability of Red Rock to achieve financial close on their plant. VLS, for some reason, just don't seem to have the ability to attract finance and its look like this trend will continue whilst others on-board more strategics - like Fulcrum managed to do with Essar.
I honestly think the saving grace for VLS will be third party reactor sales and not project development. But given the small potential sales numbers and the obvious might if Shell with their version and BP with theirs, it wont be cash cow.
https://www.transportenergystrategies.com/2021/02/17/velocys-on-scaling-up-net-negative-carbon-capture-ready-fuels/
Just watched this, lot of talk about tax credits and becoming net negative.
Drew Miller (Project Finance Director) confirming the Bayou site will have access to CCS tech through a partnership with Oxy Low Carbon Ventures and that, to my surprise, Bayou will be a biomass to SAF plant! It was my understanding it would be predominately making diesel however that's not what he said. Things shifting in the US now seemingly