Member Info for DerSack

Top question, Heath23!

The industrial production of methanol takes place almost exclusively through the addition of H2 to CO. The raw material used is accordingly ... tatatata ... Correct: syngas.

So: yes, you can do that without any problems, syngas-2-methanol has been the industrial standard for decades, and the process will celebrate its centenary in 2023.

Syngas for methanol production is currently mainly produced from natural gas or coal. If it would be made from waste instead, the "gray" methanol could certainly get blue or even green.

Methanol could have a great future in fuel cells: rich in hydrogen, liquid at room temperature and not half as dangerous as ammonia. In the end, all that remains is something with carbon, where otherwise only nitrogen or water could just be released into the environment.

I would not see that as an "additional distraction", that syngas is already our actual end product and our BoD has shown more than once that with scalability at the individual sites it also means a sideways scaling, i.e. not an increase in energy production, but the issue of additional products.

Alex Cunningham MP @ACunninghamMP
Fantastic to meet @EQTEC last week to find out about its innovative #NetZero #Billingham facility.
When operational it will turn non-recyclable waste to #cleanenergy without burning.
Also pleased to hear EQTEC is already talking with Unite about local employment opportunities
https://twitter.com/ACunninghamMP/status/1468187785047646208

EQTEC plc (LSE:EQT)@eqtec
Our team inc @DavidPalumbo @VanderGazoo were honoured to show @ACunninghamMP around our project site in Billingham, #Teesside recently, where we explained more about our forthcoming contribution towards waste reduction & #cleanenergy generation in the local area #syngas #NetZero
https://twitter.com/eqtec/status/1468194252630933505

Logik Developments @dev_logik
Delighted to further our partnership with Eqtec and enhance our site with a hydrogen production facility.
https://twitter.com/dev_logik/status/1468194341579599874

It is part of the plan. There was a simple slide at the interims presentation which showed where we stand right now, what is already behind us and where we are going to: The "Eqtec Roadmap".

https://my.hidrive.com/lnk/9WBplO09

keleko, thank you very much for your revision. I will apply the changes to my original document tomorrow.

And yes, the licensees thing is big. It would be the final step in EQTs roadmap, that's what we are really waiting for. There was a slide explaining this during the presentation of the interims. I have seen my little typo re licenses / licensees directly after posting, but unfortunately, lse does not allow editing. Since I thought, the context makes it clear, i didn't see a reason for another posting.

By the way: You seem to be really interested and not out for some short term profit. If you like to, feel free to join our beautiful telegram group. It's a nice place to be with lots of information, and currently 729 members of which aproximately 100 are active sometimes and half of them regulars:

https://t.me/eqtec

i know it means a new app to many people. It did mean the same to me (I'm not a social meadia freak), and I am glad I did it, as it helps me to take care of my investment :-)

Oggs, we don't need to discuss the journalistic value of the source. I'm not assuming that Proactive lives solely on the membership fees of its subscribers. I don't think anyone does. Much like most of the research reports from brokers and economists are certainly not real research.

But both types of sources have their value anyway:

The Proactive things come as easy-to-understand video answers, you don't even have to know where to look, you can just listen. To date, many investors have not even read the EQT website in the slightest and have not yet fully grasped the concept. Many actually still believe that EQT mainly build, keep and operate power plants and derive their profits from them, They have no idea that linar profits of a powerplant cannot give them exponetial returns, even if it's 14% p.a., and cry tears as soon as EQT sell parts of their project spvs. Off-the-shelf interviews can help clarify this.

Besides this, in such an interview you can also say things that you would not write on your website in this way, but still want to get said, e.g. that you have more orders than you need and how you think about your business partners.

Same is for the reports, such as Brokers or researchers like Arden et.al. These are always nice summaries of what the companies provide to the researchers. And they contain the predictions for the forthcoming year (s) that companies cannot or are not allowed to make themselves for legal reasons.

In this respect, these two sources are very valuable as long as you don't forget who feeds them.

Katie:
All right. And what can we look forward to next?

DP:
Well, I think, as I said, we continue to work with a number of very interesting partners. The more we announce these partners, the more the market will understand the difference between a development partner or go-to-market partner technology partner, which some of them could be more than one.
For us, these partners are the future licenses of our technology, and we are very much focused on 2021 and 2022, less in creating more demand because we already have more demand than we can fulfill and focus it on building the platform for growth and the ecosystem where we can deploy the technology and take much more of an innovation and creative role in the application for our - we call that our 'solutions business models' instead of 'market business models'.
So we'll develop more of these solutions, such as combining power, biochar, hydrogen, synthetic natural gas. An then this solution business model will be deployed in partnership with some of these strategic partners.

Katie:
All right, David and Jeff, thank you so much indeed, for breaking all of that down for us from Eqtec here on

DP & JVL
Thank you very much.

Katie:
Would you say this is a signal, a significant shift for you in your business position and strategies?

DP:
I wouldn't call it shift, I think it's an evolution for where we are coming from. Most of the pipeline that we announced in the past, which continues to grow, is based on combined heat and power and thermal and electrical applications.
However, all process engineering, our ability to control the composition and the quality of the syngas is critical, the more you go higher in the value chain, the more you produce things like hydrogen and synthetic natural gas. What we always be careful is not to just chase the next shiny thing, and we felt a little bit like hydrogen, there was not yet a real demand localized for the offtake.
Well, now we have two sites in the UK, a third of that where there's a real localized offtake demand for chemicals from either being methanation, being a specific component of the synthesis gas or hydrogen. So now that we have a real commercial demand for it, it makes sense for us to pursue with the likes of Wood, and we will see more engineering companys and more delivery companies that have that process engineering that comes from Petrochemical, which is much more relevant to what we do than just power and heat.

JVL:
And if I may just add to that as well, it fits very well with our strategy of growing our strategic partners. Wood is a very well established, very well known, very reliable engineering company, and we are now talking to a number of similar, large scale, well established companies to do similar perhaps to what Wood do, but also to do a variety of other things. So we have gotomarket partners. We have delivery partners. We have technology partners and other engineering partners.
We have technology partners and other engineering partners that we will work with, and it's very important to get Eqtec's technology out there implemented in more places more often because, as we always say, it's a real technology for the here and now as well as for the future.

Since it is not always easy to understand our BoD, specially for non native speakers like me, I spent some time to note down the interview. Makes it also easier to find or quote information. Two or three words are missing which I really coulnd't even guess:

Katie:
Hello there, Frank. Good morning. You're watching Proactive London. And joining us today from EQ Tech. Well, we have got both David Palumbo and Jeffrey Vander Linden, so a warm welcome.
And we're talking about this deal with collaborative agreement with the engineering firm Wood, with the two companies working together to develop and deploy clean waste of synthetic natural gas, or waste to hydrogen solutions as well. So we're going to break down all of the details. Maybe kickstart with David, perhaps, and just explain why you've made this announcement now.

DP:
Hey, Katie. Good morning. Nice talking to you.

We have indicated in the past how important are strategic partnerships for us. We've been working on this with Wood for the best part of the last nine months. So 'why now' is: We see it on the market, obviously, there's a lot of interest around hydrogen and syngas-to-chemicals and synthetic natural gas. What we always say is we need to find and develop partnerships to be able to deploy this technology, to be able to give us the ability to scale on the capabilities that some of these technologies have: In the case of Wood, with the Vesta technology, which is a methanation technology that is downstream from the production of our bespoke syngas.

Katie:
How did you select Wood then, as a partner? And sort of what do you expect to get from this partnership?

DP:
Well I think Jeff's has been a labor of love of the last nine months, so let just explain you.

JVL:
As David said, you know, we've been working with Wood now for the better part of nine months on this. And I think Wood is one of the leading engineering companies in the world, so it's a real pleasure to be partnering with them. I think also, though, it's worth saying that over that nine months, they've really grown a deep appreciation and understanding of Eqtec's syngas technology.
I think that really sets them apart because they not only see the application of technology here and now, but they see the positioning of that in the future and the real scalability see the positioning of that in the future and the real scalability including synthetic natural gas, including hydrogen, but also including biofuels and other applications.

A lot of people are quite happy to see our team at California these days. To be serious, I don't like the US sites that much and would prefer some bigger French plants instead.

Anyway, as you know, Napa is also one of our Californian projects. We do not have much information about Napa. But it looks like others are looking very much at what is planned and happening there.

If you need information on Napa, best look into the City of Willows, Ca "Biomass Cogeneration Facility Feasibility Analysis and Business Case". Napa seems to be some kind of blueprint for them and is quite often mentioned and described here, including facts about Napa we didn't know before:

https://www.cityofwillows.org/assets/resources/City-of-Willows_Biomass-Feasibility_To-City-Council_08192020.pdf

Guess, Willows would be a good candidate for an EQT site. And they are surely not the only ones watching.

Stuttgart is at Bid/Ask 1.7ct/1.9ct, which is aproximately 1.45p/1.62p
Ten minutes to go... :-)

Remember that our 1.5p closing sp yesterday comes from an uncrossing trade at the closing auction and that we were at 1.475 according to MMs bid an ask. We'll see the difference of -0.025 as first change and be slightly read (ca. -1,66%) on the bell before we can try to leave 1.5p behind us today ??

Stuttgart is at Bid/Ask 1.7ct/1.9ct, which is aproximately 1.45p/1.62p

Good morning everyone, the announced EQTEC Link archive is ready so far. For reasons of maintainability and hosting, the whole thing is hosted as a folder with several PDF documents. The links in the PDFs can be clicked after downloading.

This Folder and future documents are subject to the following disclaimer:
https://my.hidrive.com/lnk/2LBplg6h

And of course everyone involved in this is invested in Eqtec and has an interest in the company's value increasing :-)

The archive folder can be found here:
https://my.hidrive.com/share/byb2x5w9vi

In addition to the links, there is a document with a timeline that has just been started and is updated as soon as a date is mentioned in current documents or an old document accidentally crosses our path. Of course, this does not claim to be complete or correct, especially not with regard to data from older RNSs.

There is also an archive with links and information on the individual sites / projects in progress. We have already put some of these documents online. The rest follows as soon as the respective sites / projects come into focus.

Many thanks to Aandy for his support and RollonRetirement for his tireless work in putting together and maintaining the pdf documents.

From our archives:

https://my.hidrive.com/lnk/xmhJFmBU

"ICYMI: We've now added the details about our upcoming project in Karlovac, Croatia to our website. Browse info on all our #gasification plants, which will variously convert #agricultural & forestry #biomass waste and municipal waste into #greenenergy https://bit.ly/2Q6RW4q "

15 minutes old and on LinkedIn. I followed the link, but couldn't remember the old website, so I couldn't find the delta.

They can only play this as long as we have low volumes. As soon as there are higher volumes the shareprice will not be nailed to such UT for hours, but maybe for a few minutes, because the SP is normally refreshed and set back to its position between bid and ask whenever one of the MMs changes the bid or ask. Unfortunately this only happens very few times a day due to nearly zero volume.

Once more they did it: We were pulled below the sp of 1.225 down to 1.21 yesterday via an uncrossing trade at the closing auction and should have opened blue at 1.225 on the bell.

Instead they give us a second UT at the morning auction at 1.178p (which is far below what the seller would have received from the MMs offered and stiill offer an unchanged bid 1.20). So once more we are red without reason.

Hey Ho, some users of the channel next door are currently putting together a kind of knowledge base to keep a rough overview of what is going on and how.

Due to current events, here is an overview of the Sligo project to get a first impression:

https://my.hidrive.com/lnk/KlhJFgFa

This and future documents are subject to the following disclaimer:

https://my.hidrive.com/lnk/2LBplg6h

CharlieBrown10, you should reconsider the value of this source. This is automatically generated text from a few key data that actually says nothing, except that you are asked to spend money for further information, no matter what link in the text you click on.

Google the first sentence. Google in Germany finds 198 articles starting with exactly the same sentence:
https://www.google.com/search?q=%22Broker+research+is+an+important+consideration+in+the+strategies+of+many+investors%22

Besides, please don't be too hard with the research reports paid for by the respective companies themselves. Of course, whoever pays them also determines which direction the journey will take. But at least they contain some real first hand information since the reason for such reports is quite simple:
As a company, you are simply not allowed to state your expectations or make predictions in terms of expected sales and profit for the following financial year (s). And the same may be true for other information (I don't know the UK laws well enough for that ). So you just need someone who determines these numbers and data through "research" and then publishes the "research" result as a report.

I don't even see the intention to influence people. These reports are just one of the very few legal ways to say it without saying it.

This is a transcription of Q4 from the interims Q&A session, which is only availably as lq audio otherwise.

Q4:
With COP26 starting on October 31st next month, what marketing campaigns are in place to showcase EQTEC's technology to the world?

Q4 Answer:
Well, let me start by saying that the single biggest "marketing campaign", if I put that in quotes for us, is execution. So what David was just saying about "all chips in" and delivering the results this year and going into Q1 and beyond that Q2, and driving the growth that we just said is the best way to prove the value of what we do.

Let's remind ourselves that we are advanced gaspication in a sector that has traditionally not proven to be commercially viable.

We are commercially viable.

We know we're commercially viable, and we are in the process of proving that again and again and again. The more we do that, the better the marketing for this is. But I think it's also important to talk about how we engage with policy makers because that needs to be on their radar.

Looks likesomeone isn't happy with our current rise:

On friday they used the auction to move the SP up, just to let us look red on the opening, when the sp is put back to the middle between Bid and Ask.
Today, they initiated the usual second step and used the 9h auction toforge the next uncrossing trade to get it to 1.23.

And now we look like being down 0.05p or 3.91% though neither bid nor ask changed and, even better: We have one MM less selling at 1.3, since Canaccordchanged their ask from 1.3p to 1.4p earlier this morning.

Well done boys, but ii don't care and pi are better informed than in the past and no longer impressed by such tricks.

There seems to be need, and it looks like California is out mainly for 3MW and 5MW plants:
https://www.tuolumnecounty.ca.gov/DocumentCenter/View/11982/NDRC-BUF-Feasibility-Study-013019

Once there is a first plant running, these could pop up like mushrooms on old wood all over the place. We know from RNS that there are at least two plants to follow (Napa and Wilseyville) and we know that there are further potential sites looking quite exactly at what happens at North Fork and Napa.