Member Info for Mikemine

I was going back over some old news and found this

http://www.greenaironline.com/news.php?viewStory=2473

This quote struck me and reminded me of the demand there is for biofuels and how young and undeveloped the industry is. The number of potential partners out there must be large, at the AGM is was said that VLS has had in excess of 200 enquiries this year, so even with the likes of Fulcrum offering serious competition VLS must be in with a great shout to link up with serious people who recognise the potential market and that the time is right.

" in an interview with the New Zealand Herald, Air New Zealand Chief Executive Christopher Luxon said the airline had wanted to buy 20 million litres of SAF by 2020 but no-one had been in a position to offer biofuels on that scale and by that time."

Scad, I take it you haven't started buying yet or maybe decided against it. Waiting for DHC maybe. All the best whatever you decide.

Trances should read tranches although trances might be a preferred way to proceed.

Here's something to ponder. Is this the start of a trend or merely a continuation

http://www.biofuelsdigest.com/bdigest/2018/08/14/andeavors-petroleum-refinery-switch-over-to-renewables-in-the-heart-of-bakken-shale-what-are-the-drivers/?utm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork

Scad, with the volume we've seen lately I reckon buying £150K of shares in trances would see this near 12p.Bandwagon effect added. Only my opinion.

Laptop15, what are we supposed to be looking at?

VLS are presenting again

https://www.nepic.co.uk/event/nepic-international-bioresources-conference/

I'm not sure if these presentations do any good. It depends on who's in the audience I suppose.

I wish I had some spare cash. I'd gobble these up at this price.

Late trade of 284K shares. Could be a buy or sell but my money is on a BUY

Decent volume today.

It would have to be at a substantial premium. I don't know about RA. He certainly doesn't need any more money so why is he investing in all these alternative energy companies? Lots of rich people try to do good works, sometimes for people directly and sometimes for the world generally. Maybe he is one of the latter in which case, if a company with deep pockets offered to buy VLS and develop the existing technology much quicker than VLS could, I could see him agreeing to that. I don't know about the rest.

Its all speculation but right now they can have my shares for 20p. Solve the leak problem and get the Envia plant back to full production and I'd want more.

Where is that Envia RNS. Its been ages.

Sitting duck at £30mn especially with the cash they now have. Very interesting to see who did buy in to that 15%. Any stake building for a bid would be hidden for now.

Jimzi, yes its boring (no important news) and low but what made you buy?

Unless they've all been taken up to maintain existing percentage then there should be a RNS to say someone had changed percentages or breached the 3% limit. Clearly someone has bought them as the issue wasn't underwritten.

Its a bit of a side issue though. We know what we are really looking for.

Another tick. It doesn't seem much but these processes have to be gone through. Its a step by step process which slows down the project but is necessary. Any financial backers will be looking for these boxes to be ticked. Its de-risking the SP but won't seem much to the market which is waiting for the leak problem to be finally sorted and full production to be resumed IMHO.

Nice piece of news though. Progress.

From VLS's Tweet

https://techcrunch.com/2018/07/05/bioproducts-are-seeing-major-tailwinds-in-renewable-tech/?guccounter=1

They have also referred to that New Energy insurance article again. Got to be telling us something.

A

If things go to plan, you've got a bargain I reckon. Even if they only get one of the projects off the ground I think you'll be money and then there's always Red Rock who might come up with another order. Good luck

The Tweet gave the links for a reason. You'll have to determine what the reason was and come up with your own answers. For me it says that VLS has limited exposure but they can't tread on ENVIA's toes by saying so. If it doesn't say something along those lines why did they post it?

Could be Stew200. Won't know until its all done and dusted but it doesn't look nearly as bad as we first thought. Maybe not bad at all.

Shareholders are voting on the placing. " A General Meeting is being convened for the purpose of considering the relevant resolutions at 10.00 a.m. on 8 August 2018 at the offices of Mayer Brown International LLP, 201 Bishopsgate, London, EC2M 3AF"

Listen to recent conference call "https://arkadinuk.sharefile.com/share/view/s3c06a52210f44c9b"

Mention of new partner for Natchez plant before year end. We are waiting for the final resolution of the Envia situation. Could come any time. Other news could come any time also. You are going to need patience for this one.