Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
I don’t think COP is the place to make commercial announcements. I think it’s more to do with pledges.
I think that announcements can be made to coincide with COP -snd that’s why I think the tripartite agreement will be made outside of COP28 tomorrow or Friday; but then alluded to by Bud Darr in one or both of his Saturday forums. Or if could come on Monday first light after Bud mentions the plan in passing on Saturday.
I think the next RNS will answer that problem.
it might be coincidence, or it might be planned- but qed's news management appears to have moved up a gear.
first it was news of ocp's successful biomsar burn in morroco- even after its storage tank had sat on the quayside for a year. not bad for an emulsion of immiscible fluids.
second was the news today that aquafuel testing of biomsar in its different guises in a cummins engine was successful.
third - imo - is the big one - save the best till last - best things come in threes, etc. - the tripartite anouncement of qed/msc and the global tradng company (gtc) or major trading company (mtc) (see todays' rns - 'biofuel samples are being supplied by an mtc' . global? trading? major? dutch tax credits for using certified renewables in biomsar? existing collaboration with msc? who could that be? the clincher for me is the existing collabotion wih msc. why would the gtc /mtc want to pass by an open goal and cede the advantage to a competitor. it would be up there with decca's rejection the beatles, whose executives felt that "guitar groups are on the way out" and "the beatles have no future in show business".
factor in bud darr's double header on saturday in dubai, and who - in bud's loafers - would not want to pass the opportunity to strut around like the **** o'the north on a global stage?
that leaves two shoping days left to invest in a company that has laid out an accelerated path for shipping companies to achieve net zero six years early, at a fraction of the cost (and availability) of green methanol (step forward maersk - backing the wrong horse- again) and ammonia - for which no infrastructure exists.
If you were going to announce a tripartite agreement between QED, MSC and a global trading company / major fuel supplier, you’d make today’s announcement first.
That leaves tomorrow and Friday before Bud Darr takes the stage in Dubai on Saturday morning.
"Delighted to see us hold on to around the 2.5p mark - looks like the spike to 3.2p was based on speculators. We want long term sustainable growth rather than the 10p / 20p takeover brigade."
I'd be delighted for speculators to speculate their way up to the previous speculatory 48p high point. Some of us would happily welcome the 10p/20p takeover brigade on board so we could de-risk our massively underwater positions having been speculators 10 years ago.
We are still in penny share territory at 3p. To paraphrase The Wolf in Pulp Fiction - let's not start givng each other hand jobs just yet. When we get to 30p on the back of rock solid news on multiple fronts and £5 million net CAPEX to spend then we can start to ponder the what -ifs.
The auguries are there.
Bud Darr - MSC GVP is a spaeaker at a COP28 side event at Dubai this Saturday morning 09 Dec at 11:30 local time.
Hang on to your hats for the "maritime value chain perspectives on increasing availablity of alternative fuels to ensure achieving the reduction targets in the 2023 IMO GHG Strategy'.
Tortured syntax I know. You could be forgiven for thinking that Professor Stanley Unwin is the meeting moderator
That leaves tomorrow Tuesday through Friday for a pre-meeting announcement as I'm sure Bud would like to be seen by his peers as a man who walks the talk.
Predictive text!
That should read MSC.
Sorry.
I don’t think news of the tri-partite agreement between Maersk, Quadrise and ‘Global Trading Company’ (GTC) will be via the standard 07:00 Hrs QED RNS.
It will more likely be a son et lumière production, beamed live mid morning from COP28 and fronted by senior members of MSC and GTC as the next stage of their collaboration to decarbonise shipping, along with a host of other initiatives such as green corridors from Rotterdam to Singapore.
In the chair tossing the scripted softball questions will be a jobbing BBC presenter.
QED will be represented by JM as a bit-part player with a third act walk-on role alongside the likes of officials from the Ports of Rotterdam and Singapore.
This will be no flakey dog and pony show hosted in the bowels of an anonymous South Bank hotel.
Our RNS will be timed to coincide with the spectacle.
Sticking my neck out here…
MSC is the key to our future prosperity as a company and as individuals.
I do expect 2.5p this pm as no-one wants to miss Monday morning’s RNS -maybe.
Next week I expect a coordinated PR roll out by MSC and Shell ( yes, Shell, I’m sticking to my guns as I’ve just re-read their All Hands On Deck 2.0 decarbonising shipping pdf) all to coincide with COP28 and precede Bud Darr’s sideshow on 09 December.
Shell have an MSC net zero collaboration video I’ve just watched -again. and I just can’t see Shell passing this opportunity by when it dovetails so neatly with their stated aims.
Dutch tax credits.
Vertoro in a Shell incubator business park.
MSC/Shell co-venture to decarbonise shipping and develop biofuels.
Shell provide oil and bio components.
Shell have the terminals and bunkering.
JM will only say global trading company because if he said ‘Oil Major’ he might as well have said ‘Shell’ - and our heads would have exploded.
I could be falling prey to confirmation bias and I’m only seeing what I want to see.
Next week -week after - should reveal all.
Who will be the first on this BB to be the wise old Sage and state that 'I wouldn't want to be out of ths share before Monday comes around' ?
Jeez! The number of times over the past ten years I've told myself that.
No news today it would seem. The guessing game continues as to the identity of the tri-partite agreements' third member.
Dutch tax credits. Global trading company. Bunkers. A terminal in which to install the MMU. A supplier of both the biofuel and oil components.
Meanwhile, 2p p/s hoves into view in anticipation of a barnstorming Monday 07:00 RNS.
US markets open at 14:00 /15:00 our time. Valkor / Utah news release due?
“Industry Leviathans MSC and Global Trading Company are pleased to announce their tripartite collaboration with plucky Essex based R&D minnow Quadrise to tap into their world class emulsion technologies and power their ships with 30% water”.
I agree.
There will be ( IMHO) a slow and steady rise in the sp in anticipation of the next RNS to confirm the identity of the global trading company and confirmation of the seaborne BioMSAR trials.
It’s difficult to underestimate the transformative effect the next RNS will have on the sp, especially if it’s accompanied by a full-on PR blitz to coincide with COP28 and burnish the credentials of all involved.
MSc contract and its effect on the sp.
Eh at’s different this time is the regulatory environment. Shippers have to change the way they power their ships.
Low Sulphur is so last decade.
This decade it’s low Carbon, and it’s not optional.
What’s the same as last time with Maersk are fear and greed.
Fear Of Missing Out (FOMO) on a penny share that could be worth 10x that in very short order. ‘You’d be crazy to miss this opportunity’!
Greed. To buy a penny share and cash it in at 10x the value in very short order.
Not many shares offer that return.
Let’s face it chaps. We bought our stake in QED for those two reasons. None of us envisaged or wanted to spend the next ten years building up stakes of hundreds of thousands or millions or multi millions of shares. And none of us could foretell the frustrations that that would involve. Buying into sp drops - convinced we were doing the right thing, analysing successive RNS’s, (was that a commercial test burn, an industrial burn or a Chinese burn? ). Setting the alarm for 06:59, etc.
There will be a new generation of shareholders who will spot the RNS, read the Edison reports and jump in thinking ‘this is the deal of the century’.
And I think they could be right. I wish I’d bought at this price.
Lucky b*stards.
That’s why I think the sp will move a decimal point right. Sure it will overshoot and fall back; but not to today’s level.
The filter is a welcome feature and makes this board worth reading and contributing to.
The filter is set to two dozen or so names as it’s a game of Whack-a-Mole as repeat offenders re-register with different aliases. They can’t disguise their writing style though. Knobs.
That reply was in response to
“If it does go ahead and papers are signed. What would be the re-rate…..”
A decimal point shift…. To the right.
A couple of caveats.
The timing of the announcement. To coincide with COP28 rather than at COP28- huge effect on sp.After COP28- large effect on sp.
The identity of the global trading company. Shell-huge effect on sp. Vitol-large effect on sp.
It’s a bold statement to make that an agreement will be signed in December when December is a two week month.
Unless everything is already completed and a date has been selected to coincide with a big eco-themed gathering next month.
Checks diary…
Ah, COP28 in the UAE. Thursday 30 Nov to Tuesday 12 Dec.