The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Business opportunity is all in here Molson. If you believe it you’d better get in quick.
https://www.proactiveinvestors.co.uk/news/downloadResearchPdf/430664
Im crossing everything that I’m right Y-Alam.
An RNS along this lines would be nice:
„Quadrise Fuels and Shell’s Biofuels Division, now lead by new CEO Mark Whittle, are pleased to announce the signing of a licencing agreement, giving Shell access to Quadrise Fuels advanced MSAR/BioMSAR fuel technologies.. The deal involves a substantial initial payment to Quadrise and subsequent royalties based on production quantities of licenced MSAR products, which Shell will produce. This agreement is further validation of the environmental credentials of the Quadrise MSAR family of Advanced Fuel Products, focussed on moving industry away from established & environmentally inferior HFO offerings. Shell Biofuels is looking forward to the Quadrise Fuels products playing a substantial role in it’s quest to decarbonise industry and supply chains for Shell customers.“
Probably wrong, but nice to dream of such an RNS. I live in (almost perpetual with QFI) hope!
This was the most interesting part of the RNS for me:
We thank Mark for the key role he has played in the development of Quadrise and wish him well in his new role. Jason and I will continue to lead the business to ensure that we deliver the projects as planned. We do not expect any changes to our project timetables as a result of Mark's departure."
It looks like they know where he is going. No timescale changes He departs on agreed contract terms (nothing underhand it would seem). He told s ex-Shell. Shell/MSC put out a decarbonisation PR which gets friendly support via Tweet from Quadrise.
Maybe he‘s going back to Shell to lead Shell‘s efforts on implementing QFI MSAR/BioMSAR - time will tell! All a vague theory and probably wrong!
Well done Smart Inv. I hope we came see similar action on FTC as Itaconix over the coming months. The CEO is Richard Gibbs - new CEO and ex Honeywell (where I know him from) and a good guy. Back to ITX: I note on Jim Gordon‘s LI profile there are also J&J and DuPont connections, as well as him being ex-Unilever himself. I guess that might be why he is a good fit in the Itaconix team.
And this may have already been posted elsewhere, but the patent coverage for this runs until 2036
https://patents.google.com/patent/US9932421B2/en
Hi all, stumbled on this from 2012. Old, but even more relevant now than then. A key line in the abstract is
„ Itaconix has successfully produced stable alkylitaconate bio-based latexes using its patent-pending green emulsion polymerization process. The current performance of these latexes is not sufficient to overcome marketplace inertia favoring the well-established petroleum-based latexes.“
9 years later think the inertia is now firmly in our favour. The time is right.
https://www.research.gov/research-portal/appmanager/base/desktop;jsessionid=GqTGbN1Rp1SY7fmBpKnKWy9l2wTz0b1KKL8h3vLp7TdG9RKhdhn3!-1365147999!2108582032?_nfpb=true&_windowLabel=awardStatistics_1&_urlType=action&wlpawardStatistics_1_fedAwrdId=1214843&wlpawardStatistics_1_action=viewAwardDetailEvent_rsr
It’s a fascinating time as we wait for news of growth. I’ve been hunting high & low and sleuthing to no avail - and so my take is that NPD activity & news is being managed very very tightly. So in the absence - so far - of finding concrete things on NPD releases and R&D, I did come across this from a while back which makes compelling reading
https://www.proactiveinvestors.co.uk/news/downloadResearchPdf/430664
Of particular interest is the revenue growth curve which has obviously moved out to the right. By how much is the question...!
Thanks AJP. Stuff will be happening though and sometimes I stumble on a new ‘known unknown’ such as this conference from April 2020, where Yvon Durant & Jim Gordon were presenting in a session chaired by Mark Sivik, Proctor & Gamble Research Fellow.
https://annualmeeting.aocs.org/Documents/Meetings/AM20/SD_Programming.pdf
Here is my input:
Thank you for your question following the OTCQX presentation. Please find the answer provided by the Company below:
Q:
“Your sales team of 30, who are hitting the road next week, what kind of annual sales target do you see each of them having?”
A:
It's a very large market with lots of potential. At this stage of the rollout, it's too soon to provide specifics and those are ones that we'd be unlikely to disclose.
Not sure the iPod analogy is a clever one Indigo. Apple (in contrast to us!) made HUGE sales, before their own managed product roadmaps (and compete substitutes) called the day on the iPod. After all these years we haven’t made ANY sales on MSAR and it is now being (it would seem) substituted by BioMSAR. I hope it delivers big time, before it falls victim to the same fate as MSAR. This is my first post on QFI after years of being 50% down on a modest painful holding.
A trademark presentation by John - good to hear Laura saying a bit more too and their chemistry is good. Key points: they are making & selling out of NH for the foreseeable future & have capacity growth available/will not licence. New II cash being used on raw material working capital headroom. Tremendous opportunities from our chemistries “for years to come”.
I’m happy, and still hanging my hat on 20/25p by maybe late next year. If sentiment drives it on quicker, I’m ok with that too!
Here is my take Ivor. A trademark presentation by John - good to hear Laura saying a bit more too and their chemistry is good. Key points: they are making & selling out of NH for the foreseeable future & have capacity growth available/will not licence. New II cash being used on raw material working capital headroom. Tremendous opportunities from our chemistries “for years to come”. He gave some pretty strong signals I thought on announcements could follow in H2 and given the selling cycle (enquiry to product sold) as he intimated can be anything between 1 - 5 years, that could be anytime.
I’m happy, and still hanging my hat on 20/25p by maybe late next year. If sentiment drives it on quicker, I’m ok with that too.