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From that semaphore. Morocco are between 1-2 MMUs equating to roughly 1500 tonnes of msar per day. If Quadrise are getting $50 per tonne Morocco will get at least the same. So the saving to Morocco is in the region of $75,000. Per day set aside the environmental benefits.
"If our fuels are taken on by MSC you can guarantee other shipping companies will follow suit."
And other industries. Every company is desperate to burnish those benighted ESG credentials. And if they can actually save money instead of spend it...
From the updated website link i get the impression the Aqufuel tests are complete.
Indeed MSC Leandra left Durban and is due at port Coega SA at 10pm tonight. She is then scheduled to leave on Monday to Port Louis arriving next saturday. She is then due to leave the same day and hopefully to China.
Marine Traffic's forecast route is to Port Elizabeth! Hmmm
Posted lots over the years about how Msar is a perfect fit for Mexico ( mainly on the forum, but a few posts here in the past). Even acting as a central hub for surrounding areas using HFO as fuel especially the Panama/Honduras opportunity. Mexico could be raking it in by now, selling Msar to their local electricity producer CFE who are keen to use it, and other South American/ Carribean users of HFO, thus alleviating Mexico's diesel problem.
Still waiting for Pemex to get their act together.
There are some cool new video clips and data on this page now for bioMSAR — well worth checking out:
https://www.quadrisefuels.com/biomsar/references/
Leandra is finally leaving Durban now.
Says that linkedin post is just 1 day old too,
In attached with that is "Pemex records in January the second largest production of fuel oil in the last 9 years"
So is it
Pemex records in January the second largest production of fuel oil in the last 9 years
MSAR®? will always make sense for PEMEX. It's a cheaper, cleaner and smarter way to create value from the bottom of the barrel of crude oil.
- In a single refinery switching to MSAR could save 30,000 BPD of diesel
- $200 million in savings
- 35% reduction in COPE production
- NOX reduction, 0 soot
If our fuels are taken on by MSC you can guarantee other shippping companies will follow suit.
"So price of 2 GBP is possible in 2025."
Agreed
MSC Leandra was scheduled to leave yesterday.Hopefully she will depart Durban over the weekend.
be nice to pull this off aswell as MSC
https://www.linkedin.com/posts/redliner-desazolve-tuber%C3%ADas-%26-drenajes_msar-siempre-tendr%C3%A1-sentido-para-pemex-activity-7037156583910367232-VNc6?utm_source=share&utm_medium=member_desktop
MSAR®? will always make sense for PEMEX. It's a cheaper, cleaner and smarter way to create value from the bottom of the barrel of crude oil.
- In a single refinery switching to MSAR could save 30,000 BPD of diesel
- $200 million in savings
- 35% reduction in COPE production
- NOX reduction, 0 soot
This 10m t/y are not much…. We have to be ready for fast growth.
So it is important to choose a good partner for distribution, and I hope shell will jump in as we talked few times until now would be a natural partner for QFI team and Nurion, …
My estimate in combination with next year regulations that we can achieve 10% market share in first year, or in other words 20 M t/y for start…. If we can achieve the fast scale up.
So price of 2 GBP is possible in 2025.
She's been in Durban for 154 hours now. Is this unusual?
Nice to see $50 per tonne revenue to Quadrise, not seen any revenues mentioned for some time, given MSC use 10 million tonnes per annum, back of a *** packet quick calculation is a savage amount to us, certainly more than proactive is giving us credit for.
Agreed Rob. He didn't grasp it at all did he.
"I may be wrong"
No, you're correct. Which doesn't make it any better.
I may be wrong, but I don't think Proactive Investors have understood what the guy from Shore Capital has said, which is:
“The opportunity with MSC could be worth more than double Quadrise’s current enterprise value in potential annual revenues if only a small percentage of the shipping company’s overall fuel demand was switched to MSAR or bioMSAR."
Quadrise's "enterprise value" is currently £14.81M according to Yahoo Finance. Shore Capital are saying that the annual revenues from MSC could be more than double this amount, if only a small percentage of MSC's fuel demand was switched.
Quadrise's share price would be SIGNIFICANTLY more than double what it is now if that ever became the case. Unless I am reading the quote incorrectly.
"It will be far more than double the current market capital."
And can we now use this to put to bed all the rest of this internet rubbish? I think they outsourced the writing of this article to the people who staff my bank's call centre.
Trading volume certainly picked up on today's news although it baffles me why anyone would sell below 1.5p at this stage. Unless of course they are short-term profit seekers who bought in recently at 1.2-1.3p??
It will be far more than double the current market capital.
Thanks semaphorRed
"No. They are likely to announce its completion though."
"No release on Twitter or LinkedIn as yet"
Excellent. They need to stop this nonsense, it isn't worth the 15 seconds it takes. I'm gratified to see they haven't done a Tiktok either.