Member Info for Hotfinance14

Excellent find Kolonik.

He states they will exercide the 20% option so i assume this is the funding that will be over $15m.

'Even if you own 1 share you have part of the company. Technically connected. What a ridiculous argument.'

Utter nonsence.If you have 1 share you are invested in the company but to say you are connected is sheer drivel.

'If I owned 10% I'd have a seat on the board, I'd definitely be connected'

But you are not on the board so currently you are not connected to the company.However you do FEEL connected to the company.Maybe you also feel connected to the BBC assuming you pay a license. All utter nonsence.

Fyoz...So it was you that stated your feel connected to the company.Good lord.The office postman is just as connected as yourself. None of us are connected to the company no matter what shareholding we have,Good lord.

'I prefer the clutching at positive straws than the clutching at negative straws.'

Woedwick..my point is there has been posts where the author has been totally over optimistic. We had posts :

1. MSC and Cargill at the same conference so will likely, get news. This was never going to happen.

2. Lots of bog trades today so news in the morning ? This was never going to happen

2. We even had a post where they stated things are so positive and i feel i have a connection with the company. Connection with the company ? What utter nonsence.

The rational long term holders can 'read' through all these posts and know it is basically ramping.

Do not be suprised if we do not get the MSC trial fuel agreement in Q2. There is obviously a big issue getting this signed off and anybody that still thinks it is due to the lawyers is barking up the wrong tree.

I very much doubt the production of a sustainabilty report will be tied into a new fuel trial agreement. Lots of clutching at straws recently.

Dividend up 5% and a good outlook statement :

FY25 outlook reiterated

· The new financial year has begun in-line with our expectations, with improved momentum in Identity and Location continuing from the final quarter of FY24

· For the year as a whole, we expect mid-single-digit revenue growth on a constant currency basis, which will drive high single-digit growth in adjusted operating profit given the operational efficiency gains achieved in FY24

Hopefully there is also a modest increase in the dividend.

'It's scheduled for H2, so why post a negative comment like that?'

JM also stated it is ecpected to start early Q3. looks like his widened the goalposts again.Obviously we would like it to start in July rather than December!!

So no delay in the start of the MSC trial. When is the MSC trial actually suppose to start ? If it is H2 that is a 6 month time span.

IMHO easily over 10p.More like 20p.

Illuminate....the SP is not 2.5p.Morelike 2.2p

No as it would not be classed as material. Same as the permits in UTAH it is not material news.

Regarding JM stating no delay in the MSC trial is this regarding the trial starting early Q3 as we were informed or H2 which has also been stated recently ?

Talking about traders have you noriced that any post SC does not approve of he calls them traders.You couldn't make it up.

This took 6 months to be approved.It was worth the wait.

'MSC and Cargill both want to be assured the Antwerp port authority regulatory process has been completed and the permits are in place"

I don't recall this ever being mentioned by JM.Maybe somebody can correct me.

Simleinvestor...I recall the $50 being quoted also. I put in a figure of $10 to be prudent.

'Do we have any figures...for example how much fuel each uses and how much money per ton Quadrise is, at a guess, likely to make?'

From the RNS :

Quadrise will supply and install equipment (including a 5 tonne per hour MSAR® Manufacturing Unit) to emulsify locally available heavy fuel oil using MSAR® technology. A 30-day MSAR® combustion trial will then be carried out on a kiln at the Site. Execution of a Commercial Supply Agreement is conditional upon successful results of this trial.

If you assume the MMU is running at full capacity for the 30 days then pro rata it for a year then apply this to 8 kilns and use say $10 profit a tonne you have your estimated figures.

If we get the commercial contract with OCP with all 8 kilns using MSAR I would expect this will make Quadrise cash positive with no more funding required unless it is for capital linked to projects.

SC..Nobody cares about your averages or profits.