Member Info for Fyoz

Exactly DoN, the potential is colossal

In the recent interview Mike did, he reiterated the saving to KSA, by fully switching over to MSAR, is $800 million per annum. How is that not a priority for them?

"Apart from the conversion problem and the prospect of more equity being raised it's an amazing price to get in at just now.....its a question of buying just now and riding the storm or not buying and being shut out if it goes right"

Amur, I think most LTH's here have averages way higher than the current SP and are happy to hold. Your money, your choice, but while you're waiting, if you find another share that can potentially 10 bag on one decent contract please come back and let us know. TIA

"Double figures by year end? Hmm? This would take market cap south of £100m & is a big ask."

Easily do-able, sign one decent contract and then it's all about potential

Torre

Don't forget Mexico (Redliner) and the European refiner

Surely at least one of them has to get over the finishing line

'It, (RBD) hasn't even hit 1.5p never mind 2p.'

6.75p in 2013 if we're being pedantic

" Strong synergies with metals recovery from power station ash - including vanadium, which is a critical component for the manufacture and deployment of renewable energy storage batteries in the KSA and the region."

I have shares in another Vanadium stock (BMN). If Vanadium can be recovered from the ash economically, then it's a valuable bi-product, as the vanadium electrolyte is the most expensive part of the VRFB battery

On the old iii board there were a couple of posters that seemed to be well connected with the BoD and major shareholders. They intimated that the exit strategy for the large holders would preferably be a buy-out by an oil major. At what price though? I seem to remember £4 being bandied around, but that was largely based on Maersk and KSA both coming good, and a possible bidding war between CEPSA and KSA

With potentially Mexico, Morocco, Ecuador and Utah all on the radar now, plus Maersk and KSA still on the back burner, maybe that's still a viable proposition

"especially those new to trading go into the market with their eyes wide open"

Oh I see, it's a public service you're offering, to get potential new investors to do some due diligence?

"Who is we?"

Really Persi? That's nearly as bad as your 'Carillion' gaff

Dust

Any idea how many ships a 10,000 bopd plant could supply?

Is this part of the problem? A fleet owner would be asking about guarantees of supply for X number of vessels before signing up to MSAR. So would targeting a smaller sector not make sense at this point just to get MSAR rolling out?

I believe the LONO is a requirement of the engine manufacturers in order for them to maintain the warranty

Maybe there's a big enough market for older vessels that are out of warranty?

Maersk are the biggest players in the container shipping sector with around 600 ships, but that's quite a small percentage of the 50,000 merchant ships globally

"c19 is just a nightmare and is the reason it is not up and running now. That cant be blamed on anyone."

What about the f*cker that ate the bat?

I'm not sure how much MSAR would wholesale for, but if it were around $400 per tonne then 5% would net about £8m for each 10,000 bopd plant. But, 5% sounds a bit low for a process that makes the whole operation viable. 10% has a much better ring to it and doesn't sound too greedy to me

The more I read and get to understand this opportunity the more I like it. If the whole process works, and produces 'ship ready' MSAR fuel it will be a 'company maker' for QFI and the JV partners. So why is the SP not rocketing? Is it the lack of a formal contract or is it the unproven nature of the process. We usually get to hear about residue testing at QFI's facility, which is the precursor to an insitu trial at client premises. Is that what we're patiently waiting for then? Some kind of confirmation from QFI that the output from the Petroteq process is suitable for converting into MSAR. Or is that a 'given' and it's the bean-counters deciding who gets what share of the revenue?

Buying pressure raises the SP. Supply and demand, raise the bid to encourage some sellers, flog those shares on to new buyers

But what creates the buying pressure? Actual news obviously, a contract announcement, director buys etc. But also fear and greed. Fear of missing out of a rising SP, and greed to make the most out of it. Which is why this share can rocket without an actual contract, as we've seen before with the anticipated KSA contract

New investors buying into QFI now, well done for finding a potentially multi-bagging share. Traders looking to make some money out of QFI's volatility, good luck to you as well, but 'buy and hold' may well be the best trading decision you ever made. If Maersk hadn't changed it's policy on compliant fuel this share would be 50p now. If we'd got the last 2 of 7 contracts signed in KSA it would be £1 now

Still all to play for though

"i beleive the sp would be over 3p here if we were not on sets"

Is that your exit price then?

If you're looking for real 'life-changing' gains then why fret about a couple of pence?

"But don’t you think anyone seeing the many sells will be discouraged to invest?"

I think you're confusing traders with investors. The spread may discourage traders. Real investors will be looking through RNS's, company reports, conference calls etc to get the true picture

Give it a rest with the SETS thing

I'd rather them be working towards closing deals than trying to manage the SP

Torre

The upside is mind boggling

Just 50 ships for Maersk would bring in around £13m, that's an EPS of around 1.2p, use a PE of say 20 (reasonable for a growth company) and you have an SP of about 24p

Maersk have 600 ships

I hope they're too busy doing actual work than wasting it on PI enquiries