Member Info for 46Gillingham

Tugboatpete....That would give QED a market cap of £1b+.....Think you may be waiting a while....Many Many things need to happen well before this coulds happen, however nothing wrong with dreaming

Think we will see a larger than normal number of purchases tomorrow

AKHM

Lets hope you are happy many times over the next few months

I don't think comments on this board make any difference to the sp. Real company positive News is the only thing which will make a worth while difference to the share price.

BarkingCrazy

With the end of the tax year approaching, there may be some increased activity as investors finalise ISA allocations and position for the current & new financial year.

We often see larger chunks going through in the £10,000 to £20,000 range as individuals make use of their annual allowance. Alongside this, there may be some “bed and breakfast” activity as investors optimise tax positions either side of the deadline.

I wouldn’t expect this to have any meaningful impact on the overall share price, but it could provide a modest uplift in the near term, which would be encouraging to see.

That would be me

Https://www.linkedin.com/posts/quadrise-international-ltd_interview-quadrise-set-to-scale-biomsar-activity-7442861675155722240-fVA9?utm_source=share&utm_medium=member_android&rcm=ACoAAAGLGXIBN5wSVYPF91iloW7DvSi0AsKV7kw

I’m looking forward to your presentation later today.

Ahead of that, 

I wanted to ask your view on the MSC and Cargill trial. There has been sustained focus on getting this started for several years now. From where you sit, what do you think is the likelihood that, by the time of the AGM in six months, the trial will still not have been signed or commenced?

In other words, what percentage likelihood would you assign to us being in broadly the same position then as we are today?

Best regards,

Good morning Peter,

I’m looking forward to your presentation later today.

Ahead of that,

I wanted to ask your view on the MSC and Cargill trial. There has been sustained focus on getting this started for several years now. From where you sit, what do you think is the likelihood that, by the time of the AGM in six months, the trial will still not have been signed or commenced?

In other words, what percentage likelihood would you assign to us being in broadly

I’m looking forward to your presentation later today.

Ahead of that, 

I wanted to ask your view on the MSC and Cargill trial. There has been sustained focus on getting this started for several years now. From where you sit, what do you think is the likelihood that, by the time of the AGM in six months, the trial will still not have been signed or commenced?

In other words, what percentage likelihood would you assign to us being in broadly the same position then as we are today?

Best regards,

Any ideas why the sp is dropping every day

Do you have a link to their report

Yes he seems to have forgotten this

The key question remains: what exactly are the employees and the board doing on a day to day basis month after month?

Fifteen months ago, this felt effectively “in the bag,” particularly around the MSC trial. Yet here we are still waiting. What has actually changed? Why has nothing gone live? And why, month after month, is there an additional £300,000 being deployed without clear, tangible progress?

Equally concerning is the lack of straightforward communication. Investors are not getting clean, consistent updates just broad statements about ongoing work. At this stage, the gap between expectation and delivery is becoming difficult to justify.

If this pattern continues for another three months limited progress, limited visibility I would expect the share price to drift to sub £0.01.

Conversely, the situation could re-rate quickly. If one or two trials genuinely commence, with evidence of execution rather than intent, I would expect the share price to move materially potentially north of £0.05.

Im not around next week so it will be interesting reading the posts after the Interims

As for next week’s interims, expectations should be realistic. It is likely to be more of the same narrative rather than substantive new developments. That, in itself, will be telling.

It looks increasingly likely there will be no meaningful trial news before the interims. If that is right, the interim commentary may be largely a repeat of the existing narrative: projects remain live, but timing continues to slip. That does not prove Peter has hit the same operational wall as prior management, but from an investor’s perspective the pattern still looks like recurring execution delay. I away skiing next week and really thought last year that Peter would have this sorted by now. No early Birthday present for me while skiing

I am writing as a long term shareholder who supported Velocity because of the strategic vision you set out several years ago, particularly the ambition to become “the supplier of choice to all high value composite manufacturers globally for value engineered raw materials.”

However, looking at the company’s performance over the last two to three years, it is difficult to see meaningful progress towards that goal.

Historically, Velocity communicated a strong pipeline of opportunities expected to convert into revenue, yet few appear to have materialised into significant new business. Revenue growth has remained largely flat and there is little visible evidence that the company is gaining the commercial momentum implied by the strategy.

While the company has clearly taken steps to control costs and improve operational discipline, cost reduction alone is not why investors backed this business. The investment case has always been about growth: winning new programmes, expanding the customer base, and leveraging Velocity’s capabilities and infrastructure.

Against that backdrop, several issues are increasingly concerning:

• The lack of significant new programme wins in recent years

• The disappearance of the previously reported opportunity pipeline

• Continued senior appointments without a corresponding increase in commercial traction

• The risk that one of the company’s largest customers may internalise some of the work currently carried out by Velocity

Velocity now has significant capability in place, including facilities in both the UK and the United States. From the outside, this appears to be the platform of a business that should be scaling materially.

What shareholders would like to understand is where the next phase of revenue growth will come from, how the company plans to secure meaningful new programmes or customers, and what the realistic timetable is for delivering the commercial progress that investors have been waiting for.

I would welcome greater transparency around the sales pipeline, the status of key opportunities, and the concrete steps being taken to deliver sustainable growth.

I would appreciate your thoughts.

NimbleNana....I just wish we knew the answer sadly we dont

Ordinarily, when a company is being positioned for future investment, I would expect management to spend time meeting potential investors rather than simply giving broad updates on what has been discovered or how the business is progressing.

My view is that a funding round is unlikely in the immediate term. Peter’s priority, as I see it, will be to build confidence in his strategy for moving the business forward. The key catalyst will be getting the trial underway. Once that happens, I would expect sentiment to improve, both among private investors and institutional investors.

At present, there is little for investors to commit to. Until there is more tangible progress, the investment case remains difficult to crystallise. In the meantime, as the current issue is worked through, Peter needs to begin building a credible pipeline of future investors, particularly institutional investors, supported by a clear narrative on how the trial is coming together and why that creates a stronger basis for investment.

"Last week, the Quadrise team had a highly productive visit to Singapore, strengthening strategic relationships and building momentum for the commercial scale-up of MSAR® and bioMSAR™.

During the visit, the team met with representatives from the Maritime and Port Authority of Singapore, as well as leading think tanks and other government-backed organisations. All of which reinforced the clear and growing role for biofuels in shipping.

A consistent theme throughout the week was the importance of transparency and proof of origin within biofuel development, which represents a critical factor in accelerating broader industry adoption.

Meetings with Singapore’s leading shipowners, operators and other strategic stakeholders further underlined the region’s importance to the long-term growth and development of Quadrise technology. "

Just putting the final pieces of the jigsaw together. Great news. Please carry on the good work and let’s get this over the line soon.

Many contributors share thoughtful analysis, and I have filtered my feed over the years, so I probably only see around half of daily posts. That said, one contributor who consistently demonstrates strong knowledge of past events and a good sense of timing around potential signings is HotFinance. His views are often unpopular when they run against prevailing sentiment, but they have generally been factually accurate.

For my part, I think it is unlikely that anything will be signed in the next few weeks. The recent interview with Peter was very well received. However, if a signing were imminent within a week or two, I doubt he would have done that interview. My view is that he has likely been responding to significant shareholder enquiries about progress.

On that basis, I suspect we are now looking at Q2 for meaningful news on the trials, and if we are fortunate, perhaps the second half of March at the earliest.

In terms of funding, I believe the company probably has sufficient cash to operate through to early 2027. My assumption is that the monthly burn rate has reduced somewhat. When the last raise was completed, part of the funding was intended to support several projects, and none of those appear to have required substantial additional capital so far.

The current share price is largely noise at these levels. Trading at one or two pence suggests the market is pricing in failure. However, once there is credible positive news on any of the major projects and a clear path to meaningful commercial revenues, I would expect a significant re rating. That is ultimately what most investors are waiting for including me

Buy recommended in the IC