The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
My two Penney's worth, looking at this with 2 - 3yr investment view.....won't be selling anytime soon. I've only just started adding from here on in with BooH ...Just as I did with IAG last month...
Happy to stay.
Waiting most interestingly for Next supply chain comments which are not mentioned in the trading update today .. Bloomberg said everyone waiting on this
I thought the opposite, most sensible move ..Cash is king , SP moves up .
Strange think today,... can't buy in volume ( tried for 15mins) ..also most unknown trades look to be buys and sells also buys ..cheap as chips
The southwest agreement...They will take as much as they can get and as soon as possible..same as iag
Southwest opportunity to purchase significant volumes of SAF from future Velocys facilities.
"This agreement is a major advancement in our environmental sustainability strategy, furthering our goal to replace 10 percent of our total jet fuel consumption with sustainable aviation fuel.
Project Altalto a good read for newbies
https://www.altalto.com/
2018 ....contactor issues on poor installation, nothing to do with Velocys.
The design and engineering of the integrated plant by Ventech, the EPC contractor, created significant operational issues that needed considerable effort and additional investment to resolve. Without the Velocys team, the decision that has now been made by the ENVIA Board, would likely have been made many months ago. Nonetheless, the Oklahoma City plant has demonstrated the scalability and commerciality of our technology, providing a strong strategic foundation for Velocys to deliver our UK and US biorefinery projects.”
Now listed @ 08:46 ....Great price
Nice ....
Aviation part of the conference start at 14:00hrs today. Grant Shapps earlier this morning mentioned shipping will go the same way decarbonizing...
BA CO Sean D, joins Transport Transition Summit
By Josh Deacon Colleague Communications and Culture BP Mon, 10 May 2021 14:51
Sean joins Transport Transition Summit
Tomorrow, 11 May, Sean is joining a panel of industry experts at the Transport Transition Summit to talk about how sustainability will be at the heart of our recovery.
British airways internal news & twitter 22nd April ba.com-/earth day
from BA news home page 22nd April ... Earth Day
"Investing in the development of sustainable aviation fuel to reduce emission by 70% or more
As a group we’ve committed $400 million towards the development of sustainable aviation fuel in the next 20 years. We’ve also invested directly in two first-of-a-kind plants with Velocys and LanzaJet, which could start to deliver sustainable fuel from as early as next year with life cycle emissions that are 70% less CO2 than fossil based jet fuel. "
Got the cold shoulder from Panmure Gordon,
If anyone has any updates tomorrow please share, Thanks
My reply .....
Dear Mr *******
Unfortunately this event is only open to institutional investors that are clients of Panmure Gordon. As such, it is with regret that I will not be able to send registration details. Please accept my apologies in this instance.
If it gets anywhere near 70% blend for SAF ..I'll be amazed .... Anything above 15% to start with is a success
Not sure that's been announced yet by Southwest.
Not really ... Mr Pink
The research team say they are planning to scale up the production of the new fuel and aim to have test flights with Southwest Airlines in 2023.
Interesting article yesterday night from BBC ..stems from USA side, SAF 70% blend ..wow
https://www.pnas.org/content/118/13/e2023008118
I emailed the marketinghumber.com on friday
This is the reply I got ... Very positive
Good afternoon Mr ********
A member of my team passed this on to me, thank you for getting in touch.
The Velocys "Altalto" biofuel project is an exciting proposition for the region and one we are keeping an eye on. Although not currently within our network, we are hoping to include this project in our future promotion of the region for investment.
Yep ... can't even buy small quantities from 2 different brokers