Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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New to the forums, but been invested since Jan this year. It's been an entertaining read with some of the comments!
I'm with Sean83. It's clear the North/South divide has already influenced some of the HS2 decision making. The local council for the first time in 74+ years became conservative in the last election, and they have not only approved planning permission, but have been actively supportive of this project. For the government to not add jobs and an economic boost to an area of the country that has been without investment or a thriving industry for decades would be shooting themselves in the foot politically.
Not to mention, the obvious data for cleaner air/reduced pollution that will come from the lockdown will increase the support for green energy even more than before. I don't see this project not getting government backing in terms of some financial support.
To me the current price doesn't make much sense, but not complaining as it means it's a great price to buy more!
This is very disappointing for the potential here, similar in a sense to how ORCP has played out, massive project but will take time and SP slides after the news, happy to continue and hold long term and add if we drop any lower
Strange drop again this morning on no volume....will be adding more on the drop for the long term.
Back to pre-approval price again which is a joke.
Haha.
If this isn't your buy in price, nothing is.
Can any of you lot with the big brains / sophisticated trading insights provide any comfort that buying momentum is building under the surface, and that this will prove to be a blip?
As soon as expat has got his buy in price he’ll be back with his “get ready for launch” posts.
Good example. The powerhouse tech is small scale and was derived from bench testing. That’s the way to do it.
The broker rating BEFORE planning permission was granted was 15p.
Looks like peeps are taking heed of expatbrat knowledge and selling out. Need all the weak holders to sell up and move on to other shares. Excellent rns last week with the approval. This should be in the 4-5p plus range. MMs also playing this share. Trying to bring this down as soon as they can.
The Velocys (LON:VLS) share price has risen by 23.4% over the past month and it’s currently trading at 3.875. For investors considering whether to buy, hold or sell the stock, the question now is whether this price run will continue.
According to the company’s analysts, there are certainly reasons to think it will continue to perform well in the year ahead. In terms of trading recommendations, Velocys currently has:
• 2 Buy recommendations
• 0 Hold recommendations
• 0 Sell recommendations
This suggests that analysts are generally positive about the outlook.
expatbrat In relation to your 08.21 post I do not hold shares in VLS I have it on monitor for future investment when funds allow. However if I may query your suggestion that waste to energy does not work. PHE is developing a technology that will convert any carbon waste product into syngas. This syngas can either be used only to create electricity or using PSA convert some to 99% pure hydrogen. This processhas been validated by DNV GL a respected independent international verification company. The engineering experts at Peel Environmental are also convinced it will work. The first plant should be operational next year. I am pointing all this out to show that there is a body of opinion that converting waste to energy does work. I have read an academic paper from China that supports this view.
You correctly point to the failure of Air Products I remember reading about this. My vew is that the faikure was due not to the technology but to how it was applied. From the previous failures mytake away is that even where the process can handle mre than one waste type you should not mix waste types I think this may be where Air Products went wrong.
Thurg - "The converse, there is NO proof that it will not work,..."
Allow me to point you in the direction of AirProducts Teeside. Yes, the waste to syngas project that failed and cost the company $ 1 billion.
Thats quite a large piece of proof.
Im afraid you're not quite correct Sean83. Syngas produced from the gasification of waste is far from sound. During my time in the waste industry, there have been numerous failures, notably AirProducts, that wrote off $1b on a failed waste to syngas project. This is AirProducts. If they cant do it, nobody can.
There are a number of Japanese gasification projects operating in Japan, however these produce very low grade syngas that is burned to power a gas turbine, not the high quality, clean syngas you need to produce fuels.
Its important to differentiate the difference between a homogeneous biomass and heterogeneous waste. You cannot compare the two.
Yes, the remainder of the process is proven, but the the syngas generation - to a composition and quality that is suitable for a FT reaction, is not. This is why smaller scale testing is imperative to prove the concept first, before going all out on a massive plant. Given the history of gasification, particularly that of AirProducts, the VLS project will not get financed.
Exp is going on filter now. Some people think he is just bringing some reality to help everyone else out and there is something valuable in what they're bringing to the board.
I just think they're clearly unscrupulous and will say anything relevant to their own position which makes anything that they say unreliable trash. As Eyeguy has stated you can make your own minds up from the following comments:
[Has no position]
"Below 1p soon enough"
"Getting planning permission in place wont affect the sp whatsoever "
[Has a position]
"This will be 10p+ by the end of May, once Planning Permission is secured. Having PP in place adds a significant amount of value to the company as the approval will be considered as an asset to the business."
XPB: I have refrained from joining in the chorus of derision your most recent posts have engendered. However, I cannot let your latest comment, " the aspect that everyone apart from a few in here that are familiar with complex petrochemical infrastructure, is that there is NO proof that it will work", pass unremarked. The converse, there is NO proof that it will not work, given the amount of work done by Velocys and others on the individual stages of the process is also a reasonable claim. I would refer you to Sean83's latest post, which would seem to debunk your claim conclusively. You continue to make unsubstantiated claims based on an expertise that you have also failed to quantify. Somebody earlier in this discussion suggested that Ervington had averaged down to 67p. If this is true RA's holding amounts to just under 138 million shares and he is currently looking at a loss of around £85 million on current prices. yet he, and other IIs continue to hold. I value their judgement rather higher than i do yours.
There's no logical reason BA and Shell would have got this far on a project they thought wouldn't work. I'm sure many people with knowledge of complex petrochemical infrastructure have filled in gaps a self appointed expert on here can't comprehend.
Nothing wrong with a dose of realism/
Everything wrong with mixing up that realism with "stock going to 10p by end of May" then promptly selling and going back to the negativity.
Wouldn’t be surprised we close in high 4s this week
Very well said, Sean83. Part of the problem is also share ownership. The AIM listing keeps many of the big and potentially more stable investors at bay and Velocys has not done enough to raise its profile sufficiently to garner a wider following of retail investors (or inspire those institutional investors to take an off benchmark bet). There are many risks, but this is an exciting project and it would be great for the UK to make a success of it.
Should be getting a tr1 possible tomorrow imo. Decent churn and looks primed to move
Well here we are down 1% on the day.
What you lot seem to be continually overlooking is the technical readiness of what is being proposed by VLS. I agree with all the reasons why such a plant should be built and In an ideal world, it would. But the aspect that everyone apart from a few in here that are familiar with complex petrochemical infrastructure, is that there is NO proof that it will work. Again, why is everyone so blinkered!? At such a large scale and therefore cost, it’s too risky for a bank to lend on. Build something for a 1/10th if the size, get it working well, then scale up. This is what every other technical industry does to build confidence in the investor market. Why does VLS think they can shortcut the norm?
Anybody who disagrees with what you've said is deluded.
Notwithstanding that, I am also happy with the risk/reward balance. I believe Altalto will go ahead. I think it is the future. Decarbonising the aviation sector whilst clearing waste, with an economic boost to boot. Moreover, there is value here aside from Altalto (US business and reactor sales). In my view, these are undervalued anyway so even if I was more pessimistic I would still be in.
GLA!
Mr T
GLA!
I think a dose of realism is useful from time to time. There are clearly risks in obtaining funding cannot deny that and to ignore it completely is a bad idea.
Only have to look at the countries darling of yesteryear sxx to see what can happen when you don’t get it.
I’m happy with the risk reward but that’s not to say it will 100% go ahead.
Expatbrat is that wgs84 or osg36 possibility of wrong tent unless you disclose the spheroid used for your co-ordinates, perhaps download the “my 3 words app” it’s simple for you to use.
exprat is filtered.
It is rather surprising how much the board has thinned out without all of his or her repetition. I do hope that he or she finds that there is more to life.
GLA!
I’ll tell you why exprat shouldn’t be trusted.
The arguments he put forward as to why you shouldn’t buy the shares (which I think are not true anyway) applied to when held the shares.
If the arguments as to why you shouldn’t buy the shares apply, then he would not have bought any. Simple as that. Bipolar traders I have no time for.
It’s either a strong buy or strong sell dependent on whether they are in or out. Cannot be trusted at all.
Share4 kindly posted the proof for everyone to make their own conclusions. Best to ignore exprat imo