Member Info for Nejc113

Biofuels are nothing new, so they are standardised, but the problem of sufficient feedstock, price … stays.

But products of QFI are new and need to be proven.

My money is on success in 2023… For a grate success there have to be a great pain to… If it would be easy to hold a stock in red times, then all the people would have success on the market, but they don’t. So all good comes with pain :D is my strategy.

DaProphet what forum?

Old studies: https://pubs.acs.org/doi/abs/10.1021/acs.est.0c08237#

With the price of 6.7UDS/MT the e-Methanol today costs abbaut 1500USD/MT.

If Maersk will go the E-Methanol path, they will have 3-4x higher costs as to use BioMSAR or MSAR.

And the similar calculations are with other new Fuels.

This is just for the people who are posting the news from Maersk and co. .

The amount of 390000 production/year is not possible to achieve in 20years… there is not enough energy, space or feedstock for this….

Why Maersk wild go with more expensive fuel as MSC? Methanol is not possible to produce cheaper as MSAR or BioMSAR. The answer is just “are they stupid” or “they will use MSAR after all”.

And what has to be done? From my part I can buy more of QFI stocks ;D

If nothing else, Morocco is good for working in December, they do not have christmas ;D, so we have some more time.

Easy money doesn’t exist. If it would be easy to hold when you loose, if it would be easy to hold when the stock falls over 50-80%, everyone would make money.

My strategy is buy in on fundamentals, not stock price diagram movement. Until QFI holds the fundamentals, my money is with them.

Ok, I agree on the timescale, but not on the importance of the projects.

But as I want to see if my investment in QFI can bring Dividends… with steady progress over next 5-10years… For me this potential is important. Because there is not more a lot of easy oil in the world. So we need to make technological progress to achieve/maintain local production capacity . Or US and Canada will sit on oil and import it from far away :D

PharaohRocher I’m not sure if Utah is a side show. If we combine oil sands potential in US and Canada, the basic technology problems with extracting oil from it, the market demand for oil and of curse technology from Petroteq and QFI. I think this has the potential for a big story.

If 8% of MSC is 100M/Y, then 500M/Y is possible in the whole market. With PE 10, the stock could be from 0.69GBP to 3.44GBP in 2024.

For those who want to see some numbers.

Off curse this is just my assumption, what is yours I do not know :D

In my professional live I come from chemical plant engineering and I know how big companies are thinking, working, schedule and make things done.

This business is hard to deal with and I admire the QFI team for their willingness to fight. Yes it is difficult and yes it’s expensive, but for all to understand this is just as bad as it is now, a good think for our long term future and stability. All new products have to make the same fight as QFI does now.

So we need to brake the wall of commercial development and we are not far away.

I heard news today what where imports to me (wear test), so the MSC and other project have just come before money runs out. If I look the development on projects in one year, I think next year we will have a party in London :P

This is the only news I needed. So the fundamentals for the MSC are standing, with Maersk the 50% LONO was done.

So I do not see any technical obstacle that project with MSC would be at risk. There are other aspect (financial, competition…), but I’m confident in my investment.

Let see what will bring next 12 months.

I’m not interested abbaut big news, but I want to hear something abbaut the wear test in Italy.

From my point of view this is the only critical point that could stop our progress in next year.

Big promises but I do not see a technology what would be capable of this performance.

In the global business environment I do not see even the possibility to build so many ships or infrastructure to achieve the set goals. There are to many problems with supply chain and financial problems.

Is the same with all cars should be electric by XXXX and other idealistic idea’s.

MSAR and BioMSAR are designed as transitions fuels for existing fleet, but as the shipping industry is slow and expensive it will stay for longer as we are thinking now, as the ships will need to work few more years as planned because who, with what material, who’s money and who’s workforce will build new ones.

All products of QFI are safe and there are patents in place, do not be afraid of copies. It’s cheaper to buy the whole QFI now as to copy it, make development or test new fuel. And if I would be Maersk I would buy out a big chunk of stocks max in beginning of next year.

Nico9 exactly, if they want, they can get it, but not under any special conditions, for sure not better as MSC.

Business is business, but they wanted to get hands on patents and other rights for nothing. Then they let the QFI project fall. Now they are a company as any other and I would not give them any special conditions, just if they compensate somehow the trouble.

There are all the ingredients for success. QFI contact with Shell, Shell connections with Nurion, Shell green change and the demand on the market, new partnership in Amsterdam….

I think this will come. The question is just in what form as there are many options. From buyout to partnership, and everything in between.

I do not know what exactly I expect, but I want to hear some news from wear test, maybe some news on Morocco.

I’m not sure what is going on in Utah, but until no bad news I’m confident that in one year we can make a party in London:)

Problem with Maersk were the patents and oder rights. They will come again, but they will have to pay this time.

We can be happy that QFI board has stoped to work with Maersk, if not there would be no QFI today.