Member Info for iantobach

Agree. But the use of the MMU would lead to ongoing revenues wouldn’t it?

Yes it so frustrating and I have waited longer than most on this board. However, I do get the impression that there has been good progress recently.

- we are on site in Morocco and can only assume that the trial is imminent. The client would not be wasting their time and money if they didn’t believe that the product could provide them with significant benefits

- progress with the fuel supplier felt slightly more tangible than before. Again, MSC would not be progressing the trial with all the associated costs at their end unless they were very serious

- Valkor fleet more positive than I thought it would be. I liked the sentence “with commercial revenues expected UPON SIGNATURE of the Valkor agreement.

The long wait continues.

Jason looks like the cat that's swallowed the cream!!

Did anyone who went to the AGM find out why he was booted out?

Welcome to the future shipmates!

When she leaves Durban she is changing from "India To South Africa" to "INGWE Service". Hopefully this is significant!!

https://www.dnv.com/news/eu-ets-preliminary-agreement-to-include-shipping-in-the-eu-s-emission-trading-system-from-2024-238068?utm_campaign=MA_23Q1_GLOB_PROM_EU%20ETS%20TRN%20to%20DCS%20Campaign%20members&utm_medium=email&utm_source=Eloqua
Screw beginning to turn.

i was also told China by Phil Hill at the AGM - MSC may have changed the plan since then of course.

https://www.**********.co.uk/articles/trader-s-cafe-with-zak-mir-stocks-for-2023-countdown-10-to-6-881d199

.....is on its way to "TGLFL". Due on December 14th, and appears to be staying for nearly 2 weeks. Does anyone know what TGLFL stands for?

Excellent summary. The Directors really respected and engaged with the shareholders on the day. To quote an old Ian Williams message - I think we are very close to a "tipping point".

China is correct. This was confirmed to me at the AGM. It is due at the end of December / early January.

Yes.

Based on past experience I doubt that Jason would have said more than he should have. However, as we get closer and closer to the trials,there must be an increasing number of people involved in them who will be able to see what a huge opportunity QFI has compared to its very low share price. Hopefully word is getting around............

..has just rounded the Cape of Good Hope.
https://www.vesselfinder.com/?imo=9313943

https://twitter.com/QFIPLC/status/1590276005440036865

Feel so much better when it's over USD 1,700 oz.

Interactive Investor wouldn't deal with TP either.

"However, as a rough guide, based on data from the company, our scenario analysis calculates that even modest adoption of MSAR or bioMSAR could generate material revenues and take the company to sustainable profitability. For example, adoption across only 9% of MSC’s global fleet could generate around $84m in licence revenues and require minimal capex. "
Nice!!

Very reassuring. Feels ilke we are very close to that "tipping point" that Ian Williams promised us all those years ago.