Member Info for Jakito

Depends when you jumped in swamp I suppose!

We also didn't have a planned trial with the worlds biggest shipping company a year ago...

or multiple institutional investors on board...

or an NDA with the Mexican National Oil Company...

Out of interest what contract are you hoping for by Friday?

MSC LONO agreement to be signed Q4
Morocco site B trial to be undertaken Q4
Secure Utah fuel clients Q4

These are the latest projected timelines given by the company so nothing due by Friday that I'm aware of.

I fully understand everyone's frustrations here but I personally am willing to give them until at least the end of the year for news on at least one of the above.

SP was sub-2p a year ago, so +50% for the year not too bad is it?

Perhaps the Moroccans continue to be over cautious and aren’t allowing third-parties on site? (as was the case previously, even including their own staff/contractors). Not a lot Quadrise can do in this situation other than prepare as much as possible, which is what they’ve been doing.

They’re obviously rightly concerned about keeping their operation running, let’s just hope they’ve relaxed enough to allow this trial to get going.

I honestly think this is a possibility, by buying out these two small companies, even if it costs you £2bn, you are basically buying the key to unlock 2 trillion (yes, trillion) barrels of oil equivalent which is the worldwide estimated oil sands reserve total. I'm watching the Petroteq situation very closely.

They can have mine for £1.

Well I didn't expect to see sub 3p again, seems like a good opportunity to add when the general sentiment is low, I'm banking on a Mexico MOU before the end of the year to re-ignite the share price. The MSC trial will be ready when its ready, Mexico and Utah (in fact all tar sands worldwide!) will be massive markets for us, keep your eyes on the prize(s) folks.

Should be good support below 3p and especially around the placing price,

https://investors.lilium.com/news-releases/news-release-details/abb-and-lilium-team-revolutionize-charging-infrastructure-0

Inclined to agree around using an arbitrary PE for valuation - but you have to start somewhere! I believe Tesla's PE topped 1000x earlier this year.

I prefer to be conservative and then pleasantly surprised.

However there's so much going on here that valuation methods could easily go out the window when things get going on multiple fronts. As you mention the addressable markets are huge and growth could be rapid given the right circumstances.

(For reference I assumed a PE ratio of 15, on 10% of Mexican HFO production of 240kbpd, via a tolling business model.)

Hi All,

Feeling positive after last weeks call, lots to go though and much to look forward to.

Getting increasingly excited by the prospect of MSAR roll-out in Mexico, the more I research this the more it feels inevitable. (which I understand is a dangerous word to use when investing on AIM).

After some very rough numbers, conversion of just 10% of their HFO production to MSAR could add 20-25p to the share price here. They appear to be screaming out for a solution to their supply glut of HFO, they are also in my view desperately in need of the potential ESG benefit MSAR could bring.

If news of a trial there is announced I expect fireworks, especially if it comes amidst other positive news flow from the current suite of projects.

GLA

Had communication from the company today, at least we won’t be waiting until the full year results in July…

“ If any of our key projects had been cancelled we’d have had to announce this via RNS.

Our planned update announcement is expected relatively soon, and well ahead of the financial results for the year.

Kind regards,

QFI IR”

Got pretty much the same email response last week

“ Now that sales quality oil has been produced at POSP we are expecting to receive samples at QRF for further testing imminently.”

Orlsega, this is very interesting as I have been researching the legitimacy of the PQE offeror, are you able to point me in the direction of where I can see some of the evidence for the legal SPA's?

Cheers

Ah great, good to know this is not an abnormal delay!

SP holding up very well considering the recent run, I have slight concern that the market is expecting a higher dividend (5p+) and anything lower will disappoint and result in a pullback. Still a decent yield at 3-4p however, do they pay out a final and interim dividend here? the dividend history on Stockopedia is a bit confusing!

Just bought in on Monday and already loving this share (increased holding on both Tue & Wed also!) seems there’s a lot of optimism towards an increased dividend, excited to see the final results!

All the best.

Definitely heating up here the last few days, just need the MSC trial roadmap announcement to keep the momentum going.

Sticking with 20p target for year end provided all trials progress as planned. So plenty upside in the medium term.

50p+ by the end of 2022.

ATB Longs, happy days ahead.

*bpd

From memory, when I last spoke with Tomco I was quoted 12-18 months for the 10000kpd facility, which consisted of two 5000kpd lines on the same site. No reason why other sites couldn't be built on the same timeline but I expect the initial site will be used as a full scale proof of concept with multiple sites to follow. Best case the first facility commissioned by summer '22 imho.

Thanks for this!

Found Steppe through a dividend screen on Stockopedia over the weekend, this podcast helped my decision to pull the trigger this morning.

Excited to see what their results this week hopefully including an increased dividend. Though this has a great yield already as it is!

Cheers

give it a rest, your posting history is a joke, whats your agenda?