Member Info for Magpie1862

Especially!

Not arguing littleman, just educating. There is a difference.

Yep like "argueing" Oh my ha ha Use spell check mate.

Ha ha ha " intelligenton amoungs us" do you see how ironic that is!

Can we all start posting our buys and sells, what a wonderful bb this will be? Obviously we will not inflate our buys and our sells will be just at the right time! Or is that me being skeptical!

Never understand why people extend so much energy creating a toxic environment! Imagine if you put all that energy in to a company you believe in, you might make a few £!

Nice but all insignificant until we have proven commercial helium at sustained rates. Lets get the helium to earth, before we shoot for the moon!!

No worries, presume it does not take up much time, cutting and pasting from AI.

I have read shorter novels!

@Ezhik is that just a rant or you want me to logically break it down? You seem to have arguments for and against heaped in one paragraph?

Let prove we have helium at commercial rates first, then I will get excited.

Sorry to save me trawling through weekend posts, What are the thoughts on those very large after hours trades on Friday?

Would have been nice to see the perforation string being run, hey ho as long as all on track.

Just checking in after the weekend and I cannot believe seeing a heap of green boxes posting over a weekend! Do these guys not even take a weekend off from their sadness & bitterness. Strange really strange. I have vested interest here but still take a breather on the weekend! GLA

A 30% gross margin is not weak in this sector, once the asset is built operating leverage improves. Profitability does not require gross margins to jump to 60–70% It is scale, utilisation, and time. So basically funding and timing is the biggest risk. QDE’s path to profit depends on bringing assets online fast enough to cover financing costs.

5 trades 27 chats! Sums up NFX at the moment.

Thanks all have a great weekend, hopefully more positive news next week. Onwards and Upwards!

QDE's biggest threat is success, which is a great threat for PI's. Their niche is small‑to‑mid‑scale, fast‑deployable, flexible gas generation aligned to AI data‑centre power demand. As far as I can see they do not have a direct competitor at present and big companies are unlikely to chase small AI generation unless they upscale massively. So basically the threat to QDE is not other smaller operators but the larger utilities moving down market if the AI data centre needs gets anywhere near the forecast, by which time QDE will have made their money and Mcap will be multiples of today. All IMO.

Sorry last question as do not like flooding a board. But looking at QDE projects the only one that I see as fitting the immediate category is Hindlip just requiring equity contribution to bring in to operations. That will immediately add 7-8MW of production? So presume that is the reason behind the equity raise?

As I said yesterday I have invested here after the placing and doing some research, But must admit this area is not really my area of expertise so please shoot me down on calcs if totally off.

But according to the factually figures already disclosed & forward looking statements, if QDE hit their 300MW target, taking todays prevailing range of£650 - £800 per kW my estimation = £180m - 300m Enterprise value, so even worst case of heavy dilution/debt gives a MCAP 60-100m? But if fully funded operational then this increases massively. Obviously fully aware of the risks along the way, of funding, construction delays etc. But surely a risk worth taking here? Time will tell GLA.