Quadrise Share Chat (QED)

"Hopefully it happens next week!!!" - except we hope that the SP is into double-digits when it happens

Woke up this morning and I’d had a dream, it was a about Semi MSC trial, can’t remember what the RNS said but when I woke up the SP was 6.14p, there was 4 RNS, just big shareholders buying in. It felt absolutely real, until I woke up and reminded myself it was Saturday. Hopefully it happens next week!!!

What correspondence was that ? The last I heard was they were just replying that the started laid out was being adhered to and people are busy blah blah blah

Yorkie...In recent correspondence with our CEO from an investor it suggests thuis.

I believe there is a problem that is obviously too sensitive to share. As long as that problem does not manifest as frustration within MSC at the "inability of the tiny partner 'QED' to execute" then I am content to wait longer.

Whatever the problem, if MSC are cool with further, delay then this investor is too.

'Close' has gone for sure and from what i can gather at the moment they are still not near to 'close'

What have you gathered to make you think QED are still not near to close HF?

'Why say these things if they are patently not going to happen.

Vince..I am sure it is the case that they say these things as that is what we want to hear. This has been going on for years.

'Close' has gone for sure and from what i can gather at the moment they are still not near to 'close'

The only thing that is imminent is the next monthly payment of £320k with most of this being staff costs.

But is it all still imminent?

We are now mid way in Q226. Below is what we expected in this quarter and what we know now :

1/ MSC trial agreements to be signed soon. We now know it was 7 weeks since Peter said 'soon' and right now we are not near 'soon'.

2/ OCP trial agreement. You could grow a beard that laps the M25 before we get any news here.

..

3/ Valkor sample testing results ( JM stated samples are imminent). in the recent IMC we had the below Q&A :

Question 21:

We were told the Valkor samples were due in Q425 then Q126 and now Q226. What is causing these delays and will we actually receive them in Q226 ?

Valkor have experienced some delays getting their drilling operations, technology and pilot plant up and running. We now understand these issues have been resolved and the sample material is now being collected for shipment in Q2 2026.

So the samples were imminent 7 weeks ago and still no news. I suggest this is because what Tomco stated in their recent results on 31st March which was after the IMC:

Valkor is also trialing various techniques to drill for oil below the oil-sands layer with a view to optimising a commercially viable methodology during 2026.

4/ Panama - not sure if a timeline was given for the refinery/commercial agreements. Not much more known.

I see the clown is spouting off again on LinkedIn - now 4 posts on the latest QED post.

As Peter states, “We are losing valuable time if we insist on finding the ‘perfect fuel’ to the exclusion of transition technologies that offer early emissions reductions.”

No QED is losing valuable time...everybody else like ENI are quite fine thank you......

We must be very nearly almost close now...

Our CEO Peter Borup has shared his insights with ship.energy following the recent MEPC 84.

As the discussion regarding the implementation of the IMO’s Net Zero Framework progress, Quadrise continues to stress the importance of implementable measures and incentives that give shipowners and operators the confidence to invest.

As Peter states, “We are losing valuable time if we insist on finding the ‘perfect fuel’ to the exclusion of transition technologies that offer early emissions reductions.”

Read the full article on ship.energy here: https://lnkd.in/eiV8FTE3

#Quadrise #Shipping #MEPC84 #Decarbonisation

Sorry, not 'alludes' but "qualifies other articles.. "

Interesting article applies to a lot of wells impacted by delays in goh... small relevance to our joint interest in QED - the link alludes to other articles warning of 'long term damage' of current problem. Leading to higher oil prices and good for all alternative fuel suppliers. https://oilprice.com/Energy/Crude-Oil/The-Oil-Wells-That-Will-Never-Recover.html

Am I being too gloomy , or is this very bad news for Quadrise ?

Dandanman 👍

Red.... My 'shorts' WTF!

Your seeming inability to recognise a bit of sarcasm leads me to think that maybe you're the one with shorts - as in: you're wearing them cos mum won't let you wear big boys trousers yet. 😂

"if I may paraphrase Peter"

You may indeed. I see you've closed out your shorts.

Sounds like an extract from a Yes Minister sketch!

As far as I can tell, formulating the plan of the model going forward is in the final stages of being prepared for completion. The delay in finalising the formulations preparation is - if I may paraphrase Peter - about pragmatism, not about principle.

It’s six months since he stood up at the AGM and said he hoped to get the signatures by the end of January. He also admitted we had no leverage. Signatures could come tomorrow. Equally the next AGM could be signature free. We have no way of knowing. Exit strategies are filling my mind unfortunately. I’m hoping for a happier ending . Come on Peter !!

Half of Peters options become available in October (at 5p).. will be interesting to see where the SP is at that time

What we do know about our new CEO is his project milestone timeline expectations are just as bad as our previous CEO's.

"I think even the most optimistic would be seeing a fading light by then."

Nope, not while Valkor are still in business, and trying to turn their bitumen into shipping fuel using our process

Thank you HF Js, I’ll be long gone if Peter is still in post and we are still waiting for news by September. I think even the most optimistic would be seeing a fading light by then.

46G is actually one of my other logins so it’ll be and old fashioned twos-up

Give HF14 a shout, maybe get a threesome with 46G in his garden. 👍

Oh Patrica, take a chill pill and go out and enjoy the sun. I’m in the beer garden planning a new agenda . I’ll let you know next week all about it .

Says everything that the guy supporting you is none other than HotFinance, the resident doom monger and dimwit. You know what you are DavidShipping, and nothing you say will change that reality.

As you know, everyone is free to speak on this board and do, including your take on things. Your “worries” etc, and having done so in some detail, no doubt to inform us idiots who can’t read for ourselves, yet you feel the need to keep spouting it. No long term holder in their right mind would do what you’re doing. We all have a moan from time to time but a constant attack on the companies fortunes is another thing altogether.

Maybe HF14 can share some of 46G’s tips, you guys should talk, I feel you’d get on really well.

Ah good morning@WhiskyMan reigning king of the nefarious agenda seeking dimwit brigade !!! Shorters and Rampers at every turn !! Only long term genuine pure as the driven snow long suffering investors who have personally propped up this company since 1642 are allowed to speak !

PFFTTT!!!! There’s a writer called Patricia Cornwell who spent $6,000,000 trying to find out who Jack the Ripper was. She concluded that it was a painter called Walter Sickert . The whole world fell about in laughter for a full year non stop. You guys should think of yourselves as a Temu/Poundland version of Patrica Cornwell . If you think Jack the Ripper / brian haggis/ mad dog / whoever please keep it up . Now where’s @Whithorn when you need him ?

Things are getting real bad when even the likes of Whiskeyman are warning us: "Never has been a guarantee with Quadrise..."

Are you telling us in your own inimitably simple way that our money is not safe?

Is all this talk of 'One Thick Pony' a coded message telling us its all a scam?

“SceneReport = DavidShipping = MadDogMc The evidence is there in all of their posts if you look carefully!”

I thought at first it was Alan Hall, but I agree, that’s exactly who it is. Jeez, imagine owing Alan Hall an apology!

"Really? Then why do you feel the need to post your worries all of a sudden? There are plenty of ..... blah blah The people who do what you do invariably do so to meet their own agenda .... blah blah. You are just the latest iteration of “worried holder”. So yes, please do f.uck off and spread your shyte elsewhere."

Ever the reasoned argument from Pump&DumpyMan Lmao. Spelling's rubbish!

Why would a “long term holder” of QED wish to “wind up” other shareholders by pointing out doomsday scenarios they already well understand are possible and have been for years? Motive is always the key and it’s clear to anyone reading this what yours is. For whose benefit are you posting this information about how risky things are? If you’re so well informed, then you’ve already worked out that it’s a stick with it or sell scenario and you will already have made your choice. Anyone claiming to have stuck with it and coming on here posting what you have is inherently implausible. That leaves the other scenario and the reality of your position. Sold out, not hard to work out really.

Since we running with this, thought i would correct the spelling

Not so far 🥴

Seems the share has gone into a coma with less than 350k traded this morning. Might be joining it soon if we don't get any news.

What’s the rationale for posting such ridiculous things in the comments section?

Alan Hall is a well known shyt stirrer. It was he who made a call to Saudi Arabian partners while the KSA negotiations were taking place. It created difficulties for the company and I’m sure some embarrassment. He’s a dangerous ignorant man, so no surprise to see him quote HotFinance, two sides of the same coin.

Deleted.

The poster's job title on LinkedIn is "NOWHERE but open to offers". Tells you everything you need to know!

So I’m a fan of these people developing consultants

Back In The day I was a pleb climbing through the levels and we had a similar intervention.

I was identified, targeted with training and development and I got on fast. So did other key people. The business grew exponentially and we sold out in a PE takeover that made us all eventually.

PB is bringing proper help to bear in this business.

It won’t be long.

Humanostics ✖️ Quadrise

We are very proud to announce our new PI client Quadrise Plc.

Quadrise stands out not only for its mission to deliver commercially competitive net-zero fuel solutions and achieve a zero carbon footprint by 2030, but also for its strong commitment to investing in its people.

This combination of innovation, responsibility, and human focus is truly inspiring.

Together, we look forward to driving meaningful progress at the intersection of performance, sustainability, and people development.

Peter Borup and Quadrise Plc – thank you for trusting us.

#PeoplePoweredPerformance

Interesting that various publications are all coalescing on the veracity of the supply chain... whatever the alternative is . I shared a very similar from IEA couple of days back.

Almost like - its not a problem which alternative fuel is selected, but just make sure there is plenty available!

Seems exactly what QED is 'wrastling' with right now!

As shipping moves towards lower-carbon fuels, the investment case is increasingly tied to trust, measurement and commercial readiness. For owners, fuel suppliers, ports and financiers, the key issue is not only whether green marine fuels are available, but whether their emissions benefits can be verified across the full supply chain.

The Global Centre for Maritime Decarbonisation is focusing on this challenge through an assurance framework for green fuels, informed by end-to-end biofuel supply chain trials under commercial operating conditions. The work is designed to reduce the risk of emissions savings being overstated or counted more than once, a concern that becomes more material as fuels pass through production, transport, storage, bunkering and final use.

The framework focuses on three areas: the quantity of fuel blended and delivered, the quality and compatibility of fuels in existing operations, and the greenhouse gas abatement achieved through traceability, authentication and emissions accounting.

Near-term decarbonisation opportunities are expected to come from biofuels, ammonia and energy efficiency technologies. Biofuels remain particularly relevant because they can be used with existing vessels and infrastructure, reducing the need for major upfront capital expenditure. Alternative feedstocks such as cashew nut shell liquid and tallow could help expand supply beyond used cooking oil, although their use in marine applications still requires testing for compatibility and operational reliability.

“Then you’ll offload millions of shares and start talking about the new worries you see ahead, and so it goes on.“

Is that to me Whiskyman? Are you still thinking I’m SC? I forgot where you were up to on that one. I’d love to have millions of shares and if I did I wouldn’t be selling any, but on the other hand I won’t be buying anymore either, not because I don’t think it will succeed, I still think they will fly when the signatures come in along with other projects, I just don’t have the spare cash. My post was just trying to say how much longer!

I’ve seen what SC does, along with the other side of the coin Adams, believe me or believe me not, I’m neither of them.

46G changes his opinion more often than he changes his G-String. I wonder why...

To be fair I don’t think many would be able to have much success in talking the share down if the agreement is signed soon. There is a significant difference in the time and planning in the run up to signing this deal compared with Maersk. Maybe it’s because MSC actually plan to use the fuel after the trial 👀

Well done Whiskyman.. for seeing through the pump water

Then you’ll offload millions of shares and start talking about the new worries you see ahead, and so it goes on.

One was mine…

The economics of blend on board (BoB) are not as compelling for MSAR Classic; a key economic driver for is use of cheap residuum from a refinery (or directly from the heavy bitumen, etc). You can't do that with BoB.

Use of BoB for bioMSAR may be more viable.

I agree with Willswag, BoB is not a priority right now.

PS the last six trades of the day were all buys. Two of them were mine

We’re blending the trial bunkers at Antwerp MAC2 site from HFO. that has been stated in the recent past.

We haven’t even tested or trialled blend on board as yet and that will likely be on a tramper vessel at a n other time in the future.

But I'm waiting for the cash for my roof top garden in sunny Tynemouth...

"but I only see a green line" Does that mean that you are filtering yourself now?

So if you only see green lines you must again just be talking to yourself like you do on the other boards. Just like the other so called investors, but traders talking s..t for their own self worth. How did your last trade into Zen and All go for you? Let us know when you buy back in, good lad.

I'm sure there's plenty on nonsense and abuse behind those lines of green I see, but I only see a green line, so none of it enters my world.

No uptrend lasts forever or we'd all be billionaires by now.

Every break from an uptrend whether a break upwards or downwards is an opportunity, some investors consciously take the opportunity, automated trading software always does, automated trading software is used by millions of investors so automated trading is 'the crowd', it's not people looking at screens all day. The chart tells the story of the crowd, of the millions of automated trading systems that make the trends and swings in small cap stocks. A lot of people misunderstand Charts, so there is lesson 1 for them.

Meanwhile, I'm looking at a possible Pennant forming now, it's not fully formed yet but if it does form then I'll do a new chart that shows it and post it on here.

Plenty of decent sized trades today, not beer money trades.

Imminent? Its been 'imminent' for over a decade according to the rampers! I'd put money on it that it won't be signed this year!

What is imminent is a a raft of new identities from you you nutcase! This plan B is it?

You're now slagging yourself off for 'selling up' 🤣🤣🤣🤣🤣

Less than a 10 minute drive from the conference location to MSC HQ if he did want to pop in with a pen! ;)

AKHM hf basically can`t take a joke, it also doesn`t suit his narrative that progress is being made. I actually believe Peter is going there for a reason, we don`t know if anything is actually being signed on the day but at some point those signatures must be delivered. If not tomorrow then so be it, but I don`t think he has gone there to sit behind a stand waiting for someone to come and say `hi`. Lets just hope more `progress` is made. As QED comms are `not great` any surprise RNS would be amazing but all we can hope for is yes one day that big juicy agreement moving to the next stage. TBH I have no clue when it will come but still banking on it coming at some point! I hope the day is wroth while for them attending!

Was kind of joking HF. But any day is as good as any. Who knows!!

MSC HQ is in Geneva, it's not exactly beyond the realms of possibility that Peter pays a visit during his trip. It doesn't mean we'll necessarily get the signatures, mind.

AKHM..your clutching at straws.

HF

I thought I’d edited that to read “bunkering framework” before I posted it. Obviously not.

I think people get the gist of what I’m saying

Grumpy..you stated the below :

'I’m not being argumentative, but I didn’t say we needed the bunkering set up for the trial.'

But you stated before that :

'however as I understand it, we won’t get the MSC signature until the bunkering is set up in the far east.'

Hi DoN,

I’m not being argumentative, but I didn’t say we needed the bunkering set up for the trial. However, I do think MSC will want some indication or assurance that we will be able to put in place the required bunkering post trial before they sign off on the agreement. Otherwise why do the trial.

This is all my opinion as I work through why it is taking so long.

The teams just been to Singapore....Wonder why?

@GrumpySod The trials don't require bunkering in the far east. You're thinking of post-trial commercial negotiations and rollout plans, which hopefully will happen if/when the trial succeeds and Quadrise looks to deploy MSAR to the wider MSC fleet.

Peter's view was that once we reach the commercial phase, it is essential for us to demonstrate to MSC that we have a robust bunkering presence in the Strait of Malacca (to supply their vessels throughout SE Asia on their journeys from China <-> Europe, etc). There are several good options in that region, including Singapore, but plenty of Malaysian and Indonesian refineries and terminals are now trying to get into the game as well.

Clearly, from where we stand today, these feel like "nice problems to have" :-).

Whats with these 100K AT trades that keep taking out the bid. It's like someone is trying to keep the price down.

The event's tagline is: "Where dry bulk deals are sealed".

We live in hope...

Our CEO Peter Borup will be at Geneva Dry tomorrow 28th April.

As shipping navigates decarbonisation, Quadrise is advancing practical, ready-now solutions that can deliver impact today.

If you're attending, do connect! 🚢

https://genevadry.com/

#Quadrise #Shipping #GenevaDry

How long is that piece of imminent..?

Look like mostly buys from what I see

Imminent. Otherwise it'd have been signed.

Where's the imminent signing...??

'Deep Joy, great start to the week - not!'

Barking...This was expected as QED goes into radio silence mode.

Hi All,

Depending on which publication you read, the market disruption will last from 2 years to forever...

I believe all shipping companies are evaluating alternatives based on conversion costs, supply chain with sustainability credentials probably last on list IMO...

https://oilprice.com/Latest-Energy-News/World-News/IEAs-Birol-Says-Iran-War-Will-Permanently-Cut-Into-Future-Oil-Demand.html

CMB.Tech CEO Alexander Saverys is betting on Ammonia https://shippingwatch.com/regulation/article19229208.ece

We are betting that MSC sees a different route.

Yorkie90....place a bet, it's a 5/1 shot? GL

“ Is that right? 'caught with their pants down' 'if news came monday morning.' Fat chance this monday or any other!”

What day you reckoning then? I think it’ll be a Thursday.

We appear to be in the same cycle where after an update their is much excitement and the SP increases then the radio silence begins and the SP starts drifting again. This cycle has now gone on for years.

Is that right? 'caught with their pants down' 'if news came monday morning.' Fat chance this monday or any other!

Let’s be honest 3p 2p 4p is irrelevant if news came Monday morning. Whoever is deciding to sell a boat load today could easily get caught with their pants down. If a few sell trades of 10 - 20K can move it down so quick imagine how a thousand buy trades of 20-30K would move it the other way.