Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth Watch the video here.
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As a recent investor I looked at the facts behind QED. Concept = Proven, IP = Protected, Regulation = Increasing, Need for replacement engines = none, Infrastructure requirements = minor, competition = limited, discussions with major players = ongoing, potential market = huge, path to commercialisation = direct.
What's not to like?
A board of Directors who need to learn how to communicate with shareholders. I can put up with that.
Ncikf
It's more than just communication with shareholders.
I and many others would agree with your summary points and yet QED have repeatedly failed to deliver a commercial contract over many years, hence the frustration and market concern - reflected in the SP that they ever will.
The SP indeed speaks volumes.. a BOD that managed to drive the SP from 40p down to 1p in ten years...
The thing is here as all LTH know, the SP gets hammered on ny non-amazing news and then miniscule volume so as SR has said many times before once a tangible piece of news comes out i.e a commercial agreement or contract the volume will increase hugely and the price will move very swiftly. Think he said before but anything around these prices is irrelevant.
People moaning (or fake moaning as many on here do regularly when they trade out some/all) make me laugh.
REAL investors look at the FUTURE not the past.
REAL investors BUY LOW and set themselves a price target, NOT a time limit.
Right now, QED is DIRT CHEAP with a paltry Market Cap of £26.82m.
EVERYONE here KNOWS what the Market Cap should be if MSC trials are successful.
The odds are way better than 50/50 or it would never have got this far.
Either take the gamble or do one, go invest in something you trust, something that does not affect your mental wellbeing, something you consider 'safe' and are happy with the BoD and their communication, that will leave others not having to read the daily whining.
AKHM
It is "dirt cheap" for a reason - the market has long since lost patience with the jam tomorrow story with elastic target dates that somehow are never reached.
Stockcheck: Quote ." REAL investors look to the future not the past"
Confucius: Quote. " Study the past if you would define the future"
i.e those who do not learn from the past are doomed to repeat it.
What are we expecting the MC to be? 👀 if and when the MSC contract gets signed?
Nobody can 'expect' a market cap, the market will do what the market will do, and we will just have to watch and see where it goes.
However, the current £26.82m market cap is genuinely pathetic.
It hit £350m at the end of 2013 with the Maersk trial lined up, but the market as a whole has dropped a lot since then with all the money flowing out of London to foreign markets, but even then, £100m or £150m would not be obscene for QED in this market with the MSC trial signed off. Will it get there, no idea, I'll watch and see where it goes, as I'm already fully loaded for the ride.
A few UK stocks I holding are considering re-listing in US to get fairer valuations, more visibility and credibility, and better access to markets. Sadly, UK listings are not seen in the same way they used to be. It is a sensible thing for management teams to consider once they reach a certain size and sustainability.
RE: "It is a sensible thing for management teams to consider once they reach a certain size and sustainability"
For sure, but as with anyone in the finance industry I'd rather the powers that be fixed the UK market.
RE: "A few UK stocks I holding are considering re-listing in US to get fairer valuations"
I asked the following question on a recent Investor Meet Company meeting for another company:
"Have the board considered listing on NASDAQ to attract more institutional investors?"
Part of the answer was that the view is a NSADAQ listing would usually be looking at a market cap of minimum $500m usually closer to $1bn.
So if your companies are mid caps of that size then they could move, but if it's less than $500m then not so likely.
When QED get that big, I'd hope for a dual listing, maybe USA but because of Vertoro and the Biofuel bunkering there then maybe Netherlands on Euronext (Amsterdam). The Euronext 100 has done really well since the financial crash in 2009.
https://live.euronext.com/en/product/indices/FR0003502079-XPAR
Thanks, Brian.
Listing requirements are a complex topic; there are multiple standards, and they have very different mcap requirements depending on specific route taken. And NYSE vs NASDAQ rules are quite different. e.g. https://www.nyse.com/publicdocs/nyse/listing/NYSE_Initial_Listing_Standards_Summary.pdf
There is also the approach of reversing into an existing listing/shell, which was discussed as an option by management for a couple of the companies I hold.
To be clear, I am not predicting it's on the cards for QED; just agreeing with the previous comments that LSE has sadly dropped down the list in terms of ability to raise funds, poor valuations, and a lack of overall attractiveness. It's also sad to see some of its most famous constituents relist elsewhere.
I agree that Euronext listing could be an interesting option in distant future, if the company opts to remain independent. Too far into the future to be anything other than reading tea leaves.
Have a good long weekend, all.
Dustofnations,
My name isn't Brian, not according to my birth certificate, driving licence, company access card, or anything else, so kindly call me by my handle on here 'StockCheque', which is all that has any relevance to me of this board. Do I call you Bartholomew or Cuthbert? No.
"in distant future" is all very subjective. It all depends how quickly QED reaches a MCap that would make it worth listing on Euronext, which would be much lower than that expected from a NASDAQ listing.
These are the average MCaps that companies list on these markets:
Euronext Access® & Access+® €39m (£33.48m)
Euronext Growth® €89m (£76.41m)
Euronext® €2.7bn (£2.32Bn)
https://www.euronext.com/en/raise-capital/how-go-public/choosing-market
So either of the first two could be done if everything goes to plan, once the MCap goes up to those levels, which may be "in distant future" to some but not to me. 'Distant' to me, from an investing perspective, is over 3 years away.
'Euronext Growth' would be ideal, as QED would be a growth stock once the fuel starts rolling out to MSC.
Brian doesn't like it when you call him Brian, maybe try another from his long list of active handles.
It's baffling as to why someone on an anonymous forum or bulletin board would be referred to as anything other than their handle. Some kind of infantile gotcha?
Still feeling raw mademoiselle?
SemaphorRed,
Yeah, calling me names that are not even my name is really weird to me, hence pointing it out and hopefully that will be it. but if it continues then it demonstrates an ulterior motive which I will never understand.
Anonymous board = anonymous people. Not sure how some don't understand that when they themselves are anonymous, especially the abusive trolls that are only here to try and wreck the board rather than contribute worthwhile posts to it.
"Still feeling raw mademoiselle?"
I have never denied that I am un oiseau français as we like to say
Most of us on here know who he is, his past history of ' totally loyal, expert on everything ramp up and run' to reappear later under new nom de plume.
Its his job after all
The tuck ups speak for ourselves!
Time to invest?
Today definitely 😂
Enjoy your day off folks!
Who cares about tick ups and who he actually is. As long as they post informative info on the company who gives toot hoots. Give it a rest for gods sake.
Surely it's 'his life'? It certainly his world!!!
Maybe they could make a film of it?
Have/should QED contacted Trio Petroleum with the MSAR/BioMSAR offering or does Valkor have exclusivity in the area?
https://www.youtube.com/watch?v=H8d1HcAbFqU
From the original Agreement RNS
The original Commercial Development Agreement ("CDA") between Quadrise and Valkor, announced on 11 April 2022, defined the joint intent to complete commercial scoping to deploy Quadrise's technology at the Primary Project Site in which Valkor holds an equity interest ("Phase 1") and then to license Quadrise's technology to Valkor on a conditionally exclusive basis, with Quadrise providing services, additives and technical support for production and use of MSAR® and bioMSAR™ fuel in energy applications ("Phase 2").
So depends what the exclusive conditions are but I’m thinking no one will get a sniff of our tech in the Utah area until and before Valkor have fully developed its use in their applications.
As always it’s end-users that will decide whether it succeeds or not. So far all we’ve been told is general intent, nothing specific. When they announce an end-user trial is when the potential starts to be released.