focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
The coming green energy transition is inevitable, but…...at what pace?
It’s becoming increasingly clear that a faster and more efficient energy transition is going to be driven by a combination of:
A) Bottom-up customer-driven pressures.
B) Top-down regulation.
Much of the change and technological innovation that has occurred in the past few years is customer-driven.
In the marine sector, large companies such as Amazon, Nike and IKEA are leading the charge for lower carbon shipping because their consumers expect it.
Regulation can create a system that enables and supports this change.
For example, the IMO’s new Carbon Intensity Indicator scheme assigns a rating to large ships based on the basis of their carbon intensity. Customers like Amazon can then choose lower carbon-intensity shipments.
In parallel, new EU marine regulations are tracking and increasing the cost of carbon emissions.
Taken in combination, this incentivises the adoption of lower carbon transition solutions, such as our bioMSAR™ technology.
The marine sector is demonstrating that the energy transition can be accelerated more quickly if the right measures are put in place and by stimulating customer demand.
...and if I were trying to identify the Bond villains , I'd probably start by looking at those that spend an unhealthy amount of time trying to discredit the opinions of others, rather than making meaningful contributions to this board. The ladies that protest too much. As ever, news will come when the squabbling reaches its peak. I just hope its meaningful and profitable.
For what it's worth (which isn't a lot) I think you are wrong on 46G. I have read his posts for a number of years and heard him speak at AGMs and I think he is just a shareholder who has a significant amount of skin in this game that is fed up with lack of progress and overambitious timelines. Just my twopence but not everyone is some Bond villain trader thinking they can control the world from their keyboard, though it's an easy narrative to peddle.
I wonder if today's RNS will warrant JM donning the QED gilet and getting in front of the camera for an interview. Might be a good opportunity to provide some more meat on exactly where we are with MSC / Morocco, which I'm sure we'd all appreciate.
My sense is that this is another classic case of slightly ambiguous communication by the company that has led to further confusion of shareholders. They probably issued the MSC RNS due to multiple enquiries from shareholders to kill many birds with one stone (and/or guidance from the NOMAD), though it has been received negatively because we are ultimately in the dark. I do think there are sufficient irons in the fire for us to get some tangible progress this quarter and we'll just have to wait e.g. there should be progress in Utah now re: drilling. They just need to keep the momentum up and start closing. Easiest way to shut us all up!
https://www.***************************/quadrise-plc-buy-rating-reiterated-by-vsa-capital-underscoring-potential-growth-trajectory/4121153808
directors talk interviews dot com
Funding had become an issue and was likely holding us back, both in terms of credibility and potentially project manouvrebility. That is now sorted, thankfully rather successfully.
We now have more "options" than I can remember and I'm confident we will break the dam on one of them soon. Hard to say which first but we are edging forward. The battle between investor impatience and the nature of the industry we are trying to crack has made it a frustrating ride for many of us, but I do think the prize will be worth it. I don't think the board are a shady bunch, well paid surely, but I think they want what we want, which is all i need to know. The best move is to back and encourage them.
The price rose nicely after the Utah news, but there's lots of people on AIM looking for a quick buck. The volatility doesn't concern me. Some of us are here for the big prize.
I still think we have a product the world needs and fortunately the IP seems to be well protected. The price of the product makes economic sense it fits the narrative. Our influence is almost certainly limited by our size, though this has likely been to our benefit as investors (and the amount of money we have had to put in for the level of overall dilution). A number of big big companies seem to see the opportunity, which is a welcome endorsement.
The current price, in my view, represents a superb opportunity for new investors given the prospective upside. All in all, I think it's coming. This year. And I think we deserve it.
https://www.***************************/quadrise-ceo-jason-miles-delighted-with-pioneering-valkor-project-video/4121152889
Great to see the price finally heading north again, which is long overdue. Hopefully the start of some nice news flow over the next couple of months as we await updates on MSC, Morocco, Panama, Singapore and the new shipping trial.
https://www.***************************/quadrise-provides-update-on-msar%c2%ae-project-with-valkor-technologies-in-utah-usa/4121152317
It's like watching a three horse race, and I can just hear the commentator saying:
"Moroccan Star made a slow start and looked like he might fall at the first few. Leandra, the favourite, seems to have dropped off the pace over the last furlong, BUT NOW UTAH SUGAR'S COMING UP THE OUTSIDE..."
Yeehaa!