The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Easter 2022 Potter said TOM were anticipating closing out on financing. One has to wonder whether this has become a lifestyle company in the intervening time.
Far from it, Pigfase. Betrays you how little you know about the sector.
Leandra has one of the biggest and best two-stroke marine diesel engines ever made (and it's digitally controlled). And she's only 17 years old.
The average age of scrappage for container vessels is now about 30 years, and is trending higher. Better materials, engineering, and upgradeability means longer lifespans.
So, she's likely only at the midway point of her anticipated lifespan, and probably less given the trend for longer service lives.
Thanks Crownos, I've got your 2 pics! Will compile them together with the others who are looking to snap pics in Glasgow and Bristol, and give you full credit for your contribution. I'll let you all know when I pull it together and post the article/images.
BTW, her she was before being put into dry dock (almost 1 year ago 😭): https://quorumzine.gitlab.io/quorum/content/2023/03/07/msc-leandra-test-vessel-pictures-in-durban.html
Crownos — would be glad to.
I suggest uploading them at the best quality you have into WeTransfer and drop me the link via private message on the Quadrise Shareholders' Forum — or whatever is the most convenient way (e.g. username at outlook.com).
She's going to be in Greenock soon, and a few people seem interested in seeing if they can also snap some shots.
Can put together a little article/album of Leandra's UK visit.
If you look at the structure of a sugar vs a hydrocarbon molecule, they aren't actually that different structurally. For example, hexane vs glucose.
It's fascinating that their properties are so different due to different intermolecular bonds, and no doubt other factors that quantum chemists might weigh in with.
Either way, they both contain a lot of energy per mass and volume.
BTW, VBL's post on LinkedIn that jackg is referring to can be found here: https://www.linkedin.com/posts/lee-vicky_quadrise-highlights-key-partnerships-as-it-activity-7164315912991432704-iI50
Great comment from the Chief Operating Officer of the Euthenia Group, Mr. Luis Lopez García:
https://www.linkedin.com/posts/luis-lopez-garc%C3%ADa-09338533_business-strategic-agreement-activity-7163919759674073090-KSqo
"""
It is amazing!!!! Great BUSINESS STRATEGIC AGREEMENT between QUADRISE & BTG & EUTHENIA. The Future for our Biomass is closer. It is a pleasure to work for this important Project in Spain.
"""
BTG Bioliquids Managing Director - Mr. Muggen's , comment:
https://www.linkedin.com/posts/gerhard-muggen-11a519_project-development-agreement-with-euthenia-activity-7163887283870384128-sTo0
BTG Bioliquids Business Development Manager - Mr. Bevers' comment:
https://www.linkedin.com/posts/activity-7163936728804757504-PLxu
I gave you the data, review it for yourself. You can find constituent companies there on the XLS download.
You pulled your bold assertions from thin air, but expect me to serve you additional data on a platter. Absolutely not.
The data simply says you are wrong.
And yes, CROs, trials companies, and similarly categorised organisations need to win new contracts every few months in order to fill their pipelines into the future. I'm not sure how you can try to spin that as being a negative, it's getting silly. The model is sound and well-proven.
e.g. IQVIA = Heathcare Information and Technology category (4.76 P/S ratio category)
Kilman — it isn't a crazy valuation at all. Especially when you consider the £80m weighted orderbook.
Typical biotech p/s ratio is around 6.4 for biotech and 4.5 for pharma. Our margins are pretty similar to a pharma company, but certainly some biotech elements. We're not close to either of those p/s ratios even today (~3.57), and the results demonstrated very healthy margins.
(BTW, figures are in GBP/£, not €; I'm sure that was just a typo in your post.)
Data: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/psdata.html
SZ — Once you factor in market spread, trading fees, etc, it's about the same (as of writing, 27.85 + spread of about 0.4). Respectfully, you're overthinking small fluctuations.
Steady delivery and growth is the name of the game for HVO (esp. with increased II shareholding); not worth fretting over.
How long can Maersk investors tolerate below-par performance, wonders Linerlytica
https://container-news.com/how-long-can-maersk-investors-tolerate-below-par-performance-wonders-linerlytica/
Wah wah waaaaah
You aren't likely to see anything reported until after the offer has closed. Large transactions typically qualify for deferred publication anyway, and you'll see from the flags that on London Stock Exchange website.
And as we can see from the RNS just published, there was plenty of demand as they far exceeded the minimum of 14 million shares, with nearly 30 million of their shares sold to IIs.
Just FUD being needlessly spread.
All trades have to be reported, even if they do not take place on the exchange itself.
Likely won't leave until Saturday morning. But nothing official has been published yet. Be aware that schedules often change at the last minute, so it's always a bit of a gamble.
Crownos, I could publish your pictures on Quorum if you want somewhere permanent to share them publicly. If you're interested, PM me on the forums.
Wazaaa, as others have pointed out, it is 1/3rd of the required agreements. A critical and necessary step forward, but by itself it is inoperative. It seems the parties decided to split things into parts instead of trying to make one mega agreement.
JM hinted that we should see regular newsflow given what's in the pipeline. Let's see...
That was already outlined in the RNS:
"""
Subject to the conclusion of the remaining required agreements, **including a toll manufacturing agreement between Cargill and Quadrise in respect of fuel manufacture**, Quadrise equipment is expected to be delivered to the MAC2 site to enable the Trials to commence in Q2 this year
"""
I suspect the arrangement is more likely to be:
- Cargill provides raw feedstocks at their own expense;
- Quadrise processes them for a fee per tonne (tolling);
- Cargill still technically owns the resulting fuel and it is sold to MSC (hence need for Cargill and MSC to agree terms, as per RNS).
- Fuel is created and stored at the MAC^2 marine terminal facility, with some fees presumably going to MAC^2 for that service (in addition to the other elements mentioned).
- Bunkering by Cargill from MAC^2 to POC and LONO vessel(s).
Usually the party performing tolling is responsible for all of their own capital and OPEX costs. So, Quadrise would need to provide their MMU, chemical costs, operational costs like staff and maintenance subcontracted, etc.
The upside of tolling is that we take a larger slice of the pie than with a pure licensing agreement. The downsides are that there are numerous costs and responsibilities involved in establishing and maintaining the facility, as well as various risk factors (operational, counterparties, etc).
Featured in DM
https://www.linkedin.com/posts/quadrise-international-ltd_market-report-daily-mail-activity-7160960860826255360-fkaw
Hi, Brian.
Very important to note that Maersk Tankers are a completely independent company to APMM the container ship company. APMM divested of Maersk Tankers way back in 2017.
https://www.manufacturing.net/supply-chain/news/13118856/ap-mollermaersk-divests-oil-tanker-business
Hi Willswag, you can find a standalone website here: https://www.mac-2.be/
Https://www.linkedin.com/posts/quadrise-international-ltd_marine-project-update-activity-7160562108210794496-SYLQ/
"""
Quadrise is pleased to announce that it has signed a collaboration agreement with Cargill and MAC² for the production of our MSAR® and bioMSAR™ fuels for our forthcoming marine vessel trials with MSC Mediterranean Shipping Company.
We look forward to playing our part in the decarbonisation of the shipping industry.
"""