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Indeed, but imagine the logistics in getting Quadrise fuel to every little marina fuel station worldwide…
Well, if a Focus boat refuels, their largest one would carry 264 gallons of fuel… if one of MSC’s refuels, what is that? 2 million gallons?
While the application is interesting and the outcomes will surely be leveraged for big customers, it is a niche application, so I understand the low effect on the SP…
We need MSC news…
On the other hand, if a lot of rich yacht people hear about QED in Cannes in September, perhaps they will think it is a good idea worth investing in ;)
“So a brand new yacht will be built for the trial. Don't they take at least a year to be built ?”
That’s called “imminent” for JM’s standards 😂
3 trades only.. not triggering vast enthusiasm on the market…
The SP indeed speaks volumes.. a BOD that managed to drive the SP from 40p down to 1p in ten years...
Some Morocco news could save us for now...
This is also outstanding for a while now...
“Continued efforts in respect of our project mean that we do not expect any material delay to the overall MSC vessel trial programme at this time.”
I like the “at this time”… not ruling anything out…..
Right HF14.. negotiations still ongoing..
My feeling is that they had to issue something because investor relations were getting flooded with questions….
3p if we finally get the MSC RNS sure.. else I doubt it..
Definitely does not sound like being in the final stages with just a signature pending....
In the video about MSC:
MSC:
"we were expected to conclude the agreements at the end of March, but religious holidays and availability of the stakeholder resources over the period has meant that this has taken a little bit longer to conclude, but discussions are progressing...."
So it is with the lawyers or discussions with the partners are still ongoing.. what is it now??
A hypothetical discussion at QED's Headquarters:
AM: Our investors are getting nervous.. have you heard from MSC?
JM: I think they are ghosting us..
AM: What shall we do?
JM: Just write something about Valkor, that’ll give our investors something to chew on…
:-)
I am surprised QED didn’t write that Valkor‘s funding was “imminent”…
I could understand MSC having second thoughts to sign with a company that makes bubbles in heavy oil from a kitchen using cheap equipment and that took 3 pumps to make it work at another client's... Hahaha..
I see the overall MSC progress since July 2022 as rather poor.....
With such a delay, wouldn't QED have to issue some kind of official RNS to explain the delay?
it clearly has an impact on the SP....
Since JM said twice in the last meeting that the Agreement would be signed in Q1, I guess it is Q1 2025 now :-)
A one year delay wouldn't be unheard of...
The lawyer excuse start reaching its limits IMHO...
Good that the end of the Aztec calendar is behind us, else we would be waiting for that too before getting some MSC news.......
I don't see any big movement coming until (or if) we get the long awaited QED-Cargill-MSC Agreement RNS... it will only crab away until then..
I meant this year…