The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
And again I go to sleep and see ya in 6 months when we know better :D I hope on the next AGM we can take a drink together and speak with Jason why the hell has it took so much of our patience for a brake through … I just hope that this investment story of mine will be in the end positive and a proof that all the big gains have to be paid in tears over and over, until the payday comes …
It’s not just 2%. If you take in account all motors and production plants that can use MSAR or bioMSAR the impact is much larger. Take in account that for refining oil you need energy, rotary kin as Morocco project, all the generators for electricity, and some trains can use the same product…. So the reach is far more then shipping industry…
How I see the market, there is just Quadrise with multiple sources and multiple variations of a product in alternative fuel sector. This point gives the MSAR and BioMSAR the ability to be produced in sufficient supply, all other have problems with reliability of sources or the source has to be first produced with high energy input, that is nowhere available at this point. So let it be :)
“To prepare for the expected growth of MSAR® and bioMSAR™ sales, a structured process is now underway to seek commercial partners that would allow the Company to be able to quickly scale up once the key project milestones have been met and we look forward to updating shareholders on this exercise in due course.” Just this statement made my day. From technology part we have proven technology, from the commercial part we are week, that the company knows that, and prepare for it now is for me a game changer. Now is just a question who will it be and what are his resources. If we get on board with shell, the SP is overnight worth 1GBP upwards. So let’s wait for it…
If I read correctly, the test shows that with using this fuel, the customer achieves the environmental limits. Just this statement shows why the customer was so patient. If he would have to do any other changes it would be much more expensive as few pumps and new fuel. So from the perspective of commercial development I do not see problems, because now is the customer above environmental values, so he must do something fast.
110GBP/M for costs of a small company is not to much… and I saw that some have forgot we are active on Morocco project. Just a good combination of good test results and a fuel supplier for MSC and Morocco together would show a total different financial picture of next month’s as some are speculating.
We all know the BOD has troubles to provide results, we all know that the trust has to be again earned from their side, but we are on the same boat. We can trust the captain and his team or we can throw them of the boat, but does someone a better direction?
This bad mood on this chat is not helping.
I belive in QED product and in financial interest of company’s/customers. If the customer see that he can have in X% less costs he will jump on it. When one jumps many will follow immediately. So the market will tell what kind of product we offer. And the market will tell how much the QED stock is worth. Everything between is just speculation. So I still say… if the technology is not worth it, we will be broke next year, if it’s what we think, then…… and we do not have more time or money to prolong the time of results…. So see you in 6-8months :D … or when some investor comes puts an offer on the table …
In the moment when we start to get Cashflow, all the Tax reserves of 60M start to get value… if we consider that the MCAP is not even there, then I do not see anything under 30p realistic with a contract from anyone (Morocco, MSC, ….)in the pocket. But I still believe that with first Cashflow big institutional investors will come on board. And there is just a question where the MCAP can be. But we have to be patient and realistic, I’m to long on board to jump on every peak, but I’m waiting what will happen in next 6-8months.
i’m in the sm club to… so i stick to the end with this company :d … if investment or the energy business would be easy, everyone would do it. doing business, invest or push new product in “old” industries is difficult and risky. i believe in the product, yes the timeline delays are crazy. but we all bet on a new product and in a potential of multiple investment return.
i still want to test the theory, study fundamentals invest, and stay until the end on the path. if ****ed up, you know it, but you are not jumping from path to path without fix direction and you never achieve the goal…. so yes i’m in the sm community and will walk to the end. i just can hope, as we all do, that the path will be worth it.
Just a bunch of pointless discussions… and all time low… so if you didn’t wanted to buy in you didn’t miss anything… and you can go for next few weeks for some news and few months for the times when we all know if we are richer or poorer:D
With Morocco sign of contract the company has enough to survive and minimum of 50m/year income. So the statement of 100% SP raise for Morocco is much to low. With tests compleate we need to come on 0.05-0.1GBP, with contract sign 0.1-0.5GBP. This is just my assumption or meaning, now everyone can add theirs, but we do not sit on a stock with potential of 100%, but in the same timeframe next year we can have the SP on 0.000000000, or 0.5-1GBP
No idea what will be first. First money can come from Valcor, first contract from Morocco. If/when Tests with our shipping partner starts I’m sure that SP will go substantially upwards.
But because of lack of informations I will be quiet until something happens. The money should not be a problem for now, but we lost now years with the timelines multiple times changed.
And we do not know what is happening behind the curtains, I hope a lot. But we will see, I think the time margin is used up and the company has to show results in next months, or our investment goes bust.
But I’m still here because I belive in the product, and I believe this product has future. If the product or my bet is placed in the right company I’m not sure anymore. We will see… For the new ones on other hand you have the option to risk small money on the potential, for us it has to be a big change upwards, that we see our investment back.
Lets hope that the company can provide and stops with excuses.
From my view I think the same… I truly believe in the product of QED… because of this I’m heavily invested and have big losses until now…
But as I said once, this is a test for me… I’m testing my patients :) and I hope I set on the right horse… if not I have to rethink my strategy, and speak with my wife how much of the money I put on this horse :D…
So yes I can not see another product on the market that would solve some trouble in the industry… But yes, let’s wait until end of 2024, so I/we can tell what we where thinking ;)