Thanks Basher - I am optimistic about the future, though suspect the LinkedIn activity is a result of an advised strategy, rather than just JM's own personal bullishness. I suspect our posts crossed but see my post at 11:23 below.
Saw JM also liked the following post, which probably explains his recent reinvention / thought leadership posts on LinkedIn:
This post is an intervention.
If you’re posting on your company socials and expecting people to see it,
You’re deluding yourself.
The algorithms across all social media channels in 2024 make it near impossible for company accounts to achieve organic reach and engagement.
Why?
Because they want you to pay for it.
So what can you do?
1. You could pay for it.
However, “boosting” content posted on company socials is like pouring money into a bottomless pit.
The moment you stop paying, the reach and engagement stops too.
This is not sustainable for any business.
2. Build a personal brand.
Company content shared by personal brands on social media can earn
- 561% more organic reach
- 8x more engagement
than the SAME content posted on a company’s social media channels (MSL Group).
For free.
Simply put, personal branding is the only way that makes sense to get your company content seen in 2024.
The world of engineering has always fascinated me.
Engineering isn't just about building structures or machines; it's about solving complex issues that affect our planet and its people.
My desire to become an engineer was driven by the realisation that, through this profession, I could make a tangible impact on the world.
After I graduated as a chemical engineer, I joined BP in a joint venture with PDVSA, the Venezuelan state energy company; and embarked on a journey with cheaper and cleaner emulsion fuels called Orimulsion®.
Using engineering principles to solve the problem of transporting and using heavy bitumen, the Orimulsion team built the business from scratch, reaching a production of 100,000 barrels per day (a value equivalent to $1.8 billion annually today) with plans to expand four-fold.
When political upheaval in Venezuela in the early 2000s led to the disbandment of this business, the key team joined Quadrise Plc to build on the potential for emulsion fuels with the development of MSAR® technology.
We have used engineering and technology to solve challenges including lowering fuel costs, reducing harmful emissions and improving fuel efficiency in engines.
Our MSAR® technology has been utilised in applications ranging from electricity generation in Lithuania, to powering a containership across the North and Mediterranean seas, and recently heating a large furnace in Morocco.
The technology has evolved to embrace new technologies and environmental needs, resulting in the launch of our lower-carbon bioMSAR™ fuel and our accelerated progress towards developing a fully net-zero bioMSAR™ blend before 2030.
Climate change, arguably the most urgent issue of our time, demands innovative and affordable engineering solutions.
At Quadrise, we blend creativity with technical expertise to address this challenge head-on. Quadrise engineers are uniquely positioned to advance our contribution toward a sustainable future.
This chance to make a meaningful impact is why I’m still proud to be an engineer (much to the surprise of my university lecturers I’m sure!).
There is also the binding terms sheet for the BTG shipping trial we were told would be signed in the next month or so:
"A binding term sheet is expected to be finalised and signed within four months of signing the PDA to cover the larger diesel engine tests, the marine vessel trial and the future commercial relationships between the parties."
That would also be pretty significant news!
JM positively gushing - can hardly get his words out quick enough! Most excitable I've seen him. He knows it's coming.
Re: MSC - Terminal permits in place and site prep work ongoing. Just need that signature and we're away.
Am delighted with this news. OCP have outed themselves, hopefully leading to further publicity. They've committed to installing an MMU. They've given us what we need to hopefully reassure CEPSA to come back on board in the form of the agreement. Think it's very hard to argue they aren't interested now and I look forward to watch the squirming doubters try their best!
Https://www.proactiveinvestors.co.uk/companies/news/1048492/quadrise-signs-framework-agreement-with-ocp-for-msar-supply-and-commercial-trial-1048492.html
Also one on direct ors talk but I am not even going to bother trying to post that link!
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!