focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
What will happen toooo the SP when we actually get some real news?
PR
Fingers cross your prediction is 100% correct
Currently underway an Investment Bank is helping the board secure a strategic partner to accelerates growth. At the meeting I think it was implied the BOD are trying to get a partner onboard before Mid-Q1 to help with the cash possition and give confidance to all about the future. Just wonder how private investors will fair with this process?
Junes update
Focus of H2
Junes update
• Business development continuation in North America and
Europe, with progress expected in H2 2022?
Market and Growth Opportunities Customer Estimated Annual Opportunity ($m)
Qarbon Circa $25m
Safran (Additional) Circa $25m
GKN (Additional) Circa $25m
RTX $50m +
Boeing (all US Sites) $50m +
Gulfstream Circa $20m
Spirit $100m +
This was from the October update still all quiet on western front
"The Board is pleased to announce that it is in advanced discussions with a large, global Tier 1 composites manufacturer with multiple sites in the US on another agreement. Further announcements will be made, as appropriate."
The above is from a RNS in JUly were is the news?
Have been reading bach through a number of emails I sent to both Jason and Andy over the last 18 month below is a little passage from the March email many had a simular message:-
"Just maybe it may be worth exploring bring in a significant partner to help you get these project over the line. They would give you financial certainty, commercial and negotiation clout and no doubt many more commercial opportunities. Initially as a minority strategic partner. I know this is not a simple exercise but has it ever been looked into?"
If the Investment Bank assist in helping QED BOD land an strategic partner our future should be secure
From my post yesterday morning Dec has the following possible updates:-
Valkor
Dec 2023 Waiting for multiple permits for drilling expected imminently
Dec 2023 Sand Oil partner in progress final stage of finance
Morocco
Now -April 2024 Commercial supply agreed
MSC
Dec 2023 Forward looking sign agreement with MSC, Major Trader & Terminals
Dec 2024 Scoping of refineries refueling – Base for Marine supply from Singapore.
Bio MSAR Product Development
JDA with BTG & BV more to follow.
NOW underway with an Investment Bank to secure a strategic partner – Accelerates growth ( I got the impression an announcement could be just around the corner)
Aqua fuel more published material to come.
Finally it could be good and 2024 could be fantastic
Wonga
Great question I would sell enough so the remaining balance of shares i hold cost nothing if thats an option?
I also liked the Marine Supply network thats building up Europe, Singapore, South American its slowly coming together
Hotfinance
On Jason graph at the update it showed Jan - April for singing so anytime over this period. Im please for once he's built some fat into his dates
Agree Fantastic couple of weeks.....Looking forward to this month and next year watching the SP growth
I guess something should be annouced within the next couple of weeks
Jason Update Nov 2023
Valkor
Dec 2023 Waiting for multiple permits for drilling expected imminently
Dec 2023 Sand Oil partner in progress final stage of finance
Jan-April 2024 Equipment delivered & supply agreement signed
Morocco
Nov 2023 Trial successfully completed for site B
April 2024 Commercial supply agreed
Sept 2024 Intend to complete other site trails
MSC
Dec 2023 Forward looking sign agreement with MSC, Major Trader & Terminals
Q1 2024 kit on site for trial
May-Dec 2024 Start & Complete trail 4000 hours burning = 500hours Ave per month.
American’s
Panama Opportunity Power plant plus base for Marine supply
Jan – June 2024 Commercial test agreement signed with equipment delivered for test
South-East Asian Refineries
Dec 2024 Scoping of refineries refueling – Base for Marine supply from Singapore.
Bio MSAR Product Development
JDA with BTG & BV more to follow.
QED has Blue Chip ambitions.
Future
NOW underway with an Investment Bank to secure a strategic partner – Accelerates growth ( I got the impression an announcement could be just around the corner)
Cash will run out Q1 2024 or June 2024 with Valkor
All current projects taken longer than planned. However all active & will be transformative “looking forward to delivering all by next year”
Bio MSAR Zero Launch by 2030 – Good progress should deliver well before this date.
Aqua fuel more published material to come.
Just bought an additional 400,000 & 250,000 fingers crossed
Jim89
Appreciate your post. Ive already top-up a few times may do again in the next week or so
Adamskioo7
very well done. I bought my inital holding at £1.25 so also very happy and the remaining at higher prices...However still very pleased to see its still going north today
Jim89
Very happy if your are correct. Ill keep my finger crossed for us both
Just filter out the rubbish. Makes reading the good stuff so much easier
WongFC
Ive just placed a small order for another 182,795 to round up one of my holdings to all zero so its easier to add up