The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
I got out at 2.48p in April 2022 with a sizeable loss. Took the uncomfortable hit then. Thank goodness I didn’t listen to the ramping on here and stay in.
Good luck if you are still in. I hope it comes good in the end.
No golden nuggets in that RNS with yet more promises of jam tomorrow. Another AIM shower.
Things are starting to happen. Interesting times for shareholders.
Shell starts up Europe’s largest PEM green hydrogen electrolyser
Jul 2, 2021
The project, backed by a European consortium, will accelerate hydrogen production and contribute to Europe’s goal to achieve climate neutrality.
Europe’s largest PEM hydrogen electrolyser*, today began operations at Shell’s Energy and Chemicals Park Rheinland, producing green hydrogen.
As part of the Refhyne European consortium and with European Commission funding through the Fuel Cells and Hydrogen Joint Undertaking (FCH JU), the fully operational plant is the first to use this technology at such a large scale in a refinery.
Plans are under way to expand capacity of the electrolyser from 10 megawatts to 100 megawatts at the Rheinland site, near Cologne, where Shell also intends to produce sustainable aviation fuel (SAF) using renewable power and biomass in the future. A plant for liquefied renewable natural gas (bio-LNG) is also in development.
https://www.shell.com/media/news-and-media-releases/2021/shell-starts-up-europes-largest-pem-green-hydrogen-electrolyser.html
Shell starts up hydrogen electrolyser in China with 20 MW production capacity
Jan 28, 2022
Shell has started operations at the power-to-hydrogen electrolyser in Zhangjiakou, a joint venture between Shell (China) Limited and Zhangjiakou City Transport Construction Investment Holding Group Co. Ltd.
https://www.shell.com/media/news-and-media-releases/2022/shell-starts-up-hydrogen-electrolyser-in-china-with-20mw-product.html
Linde has previous form with big oil. Shell also looking at hydrogen plays.
https://www.shell.com/business-customers/chemicals/media-releases/2020-media-releases/linde-and-shell-team-up-to-commercialise-lower-carbon-technology.html
LINDE AND SHELL TEAM UP TO COMMERCIALISE LOWER-CARBON TECHNOLOGY FOR ETHYLENE
Oct 15, 2020
Technology could lead to lower carbon emissions, offers a catalytic alternative to steam cracking.
Linde GmbH and Shell today announce an exclusive collaboration agreement on ethane-oxidative dehydrogenation (E-ODH) technology for ethylene production. The catalytic process is an alternative route to ethane steam cracking, offering the potential of economic advantages, acetic acid co-production and significantly lower overall carbon footprint through electrification of power input.
The two companies have been developing E-ODH independently for many years and this new collaboration brings together their complementary patent positions, expert know-how and common commitment to a lower-carbon future. The agreement will enable accelerated deployment of this novel technology across the wider chemicals sector, with Linde marketing to customers under the name EDHOX™.
"With the EDHOX™ process, we have not only developed a cost-efficient alternative but are also providing the petrochemical industry with a low-emission process”, said John van der Velden, Senior Vice President Global Sales & Technology at Linde Engineering. “For decades, we have been actively developing technologies for more sustainability in this industry - from efficiency improvements to carbon management and new process routes. We are convinced that Linde´s EDHOX™ technology position will be strengthened by Shell´s intellectual property and know-how in this area."
Thomas Casparie, Executive Vice President of Shell’s global chemicals business, said “Base chemicals are transformed into a range of finished products that help society live, work and respond to climate change. We look forward to our Shell in-house innovation going on to contribute to the collective reduction of carbon emissions from the manufacture of chemicals. It’s been great to work with Linde on this ambitious and creative combination of technology.”
Defensive energy stocks including new upcoming hydrogen onstream potential are the position plays for me at the moment. PHE is top of the list. GLA.
"today announces NEW fecal microbiome analyses from the completed Phase II trial of Blautix®"
"Phase II study represent an interesting and important finding, further establishing the mechanisms through which Blautix exerts its beneficial effects in both IBS-C and IBS-D."
“The additional microbiome analyses from the Phase II study represent an interesting and important finding, further establishing the mechanisms through which Blautix exerts its beneficial effects in both IBS-C and IBS-D. The results show that administration of a single strain Live Biotherapeutic can have significant positive effects on the composition and structure of the microbiome in these patients,” said Prof. Eamonn Quigley, Head of Gastroenterology and Hepatology at Houston Methodist Hospital and the Study’s Chief Investigator.
Phase III a given only a matter of time.
Phase III a given.
I think with Blautix the first results were missed by the market. However this additional analysis released today makes it far more compelling. 4D firmly back on the big pharma map IMHO.
Blautix Phase III FDA approval based on those further Phase II results I would say it is a given simply a matter of time.
+14% Boom
Pour on time as stated and already clearing the small debt.
Cash machine.
Met stated timelines which gives confidence.
The next news item -
Company expects to receive the required Export Permit within this 15 business day period. Further announcements will be made in due course as and when appropriate.
Now a gold producer!
The Company's first smelt and gold pour produced gold bars weighing, in aggregate, 14.46kg (approximately 464.90 Troy Ounces). This production now enables the Company to meet the interest payment demands for the US$3 million secured gold loan announced on 22 June 2020 with Asia Investments Management Services Limited ("AIMS"), subject to the Company receiving its Export Permit. The total interest payments in respect of October and November 2021 comprise 11kg of gold, which is due to be paid today, as announced on 20 September 2021 and 1 November 2021.
Inflation driven by quantitive easing will push gold to new heights whilst GRL keeps ramping production.
Hold for gold cannot be an understatement here.
Could be a surprise on the amount to be processed...
Moving!
Ready to go?
GRL about to become a high margin low debt producer.
Too cheap here.