Member Info for expatbrat

No pension fund will invest in unproven processes. For anything unproven, you need to be prepared to lose your investment, so this tech is best left to the VC’s or other funds that have an appetite for significant risk.
Once that first plant in operating, then I’m sure the Pension funds will be lining up, but definitely not for the first one. Imho of course.

Easy tiger. If there is no good news, I’ll check back in with you on Friday...

This’ll be 5p by Friday. If it ain’t moving now on JetZero there’s only one direction.

...of their Ft system. Not the AltAlto process. Ok.

Indeed they have exported it to Japan - their FT reactor, not their waste to jet fuel process. They might be licensing tech but as was stated earlier at only £750k a pop, it won’t set your pants on fire in terms of Global Revenue.

YBD. What is the IP you’re referring to ?

Technically, VLS is not wholly British by origins. They designed a catalyst, but the rest of the FT ‘kit’ was designed by an American firm. This also explains why VLS has a substantial US presence. It’s also a bit contentious to suggest VLS can export their tech, when a good chunk of what they have chosen for AltAlto comes from overseas.

BA keeping the wolf from the door.

https://uk.finance.yahoo.com/news/british-airways-owner-raise-2-124750767.html

This is standard VLS operating procedure. A rise on the news, then a taper off until the next announcement. As Sean says, you can only have a long term view on this one, but you'll need to be very patient. A Shapps effect pop (5p to 16p) will not happen again in the near term, as I cannot see any news items that will expose the stock to the entire British public in one go. I also suspect that Shapps has had his knuckles wrapped for publicly mentioning the company live on the TV.

VLS has some money to burn now and needs to get on with it. The JZC membership should help move things along, but it remains to be seen if it directly results in additional funding, over and above the F4C pot, which still has quite a bit left in it.

Support is already in place. It’s called the F4C.

In my opinion, the obvious candidates for the Council from a sustainment fuel perspective are BA, Velocys, Shell and Lanzatech. These are the companies arhat have the support from the Dept of Transport via the F4C. Clearly, if Shell are on there BP will be too and probably Virgin Atlantic. Then you’ll have the academics and Airport CEO leaderships. All these rampers will be balanced by the ever present NGO’s.

Some insider trading for sure...
2 huge punts the day before the announcement of the first jet zero gathering and an announcement of a £350m green recovery package? !
Hmmmm.

Let’s hope that actually is a buy and not a sell. The accuracy of the displayed trades hasn’t been good of late.

Gosh, the local reporters are really flogging the same news article to death. Also, where has the £200m figure suddenly come from? One minute the project was supposed to be £500m, then it’s £350m, then the ‘plea’ was said to be £500 and now its suggested its only £200m.
Not exactly consistent with the facts...

For the UK, the bond market is us usually focused on large infrastructure projects, such as the one you cite. These projects benefit the public directly. They also tend to be much lower technical risk. The VLS project still has huge technology risk due to lack of smaller scale demonstration testing and does not benefit the public directly.
In my opinion, VLS will need to attracted a considerable amount of project capital (maybe 50% of project costs), before trying to raise debt.

Looking again, Ruffers have been in VLS before. Not sure if they’ve sold out and re-entered or have simply upped their stake recently and become more visible.

He mentioned jet zero but not that VLS was in it, as Draft implies in his post.

Can you please provide evidence that VLS is on the Jet Zero Council? (even tho details on such a Council has not been divulged)

Rampy McRamp face! Old articles.
Can you post something that we’ve not seen before?
On jet zero, I’ve not seen any detail in this since Shapps announced it.

I personally wonder why BA and Shell have not yet exercised their options for AltAlto - at least as far as we know.