Member Info for Phlandomobalpus

Www.msc.com/-/media/files/sustainability/reports/2024-msc-sustainability-report.pdf?rev=23fa8d62cc4548a8872d1f8b39df728a

Www.msc.com/-/media/files/sustainability/reports/2024-msc-sustainability-report.pdf

No mention of quadrise, or QED..

This is a bit odd too:

"It has successfully piloted biofuels with blended fuel comprising up to 30% biocomponent for possible deployment."

Not QED's obviously..

Of course this is reporting for 2024, but still...

You can't always get it right, but at least this time the research was rather impressive and worth praising..

Exactly

Imagine a week we get a MSC sustainability report with Quadrise written all over it, a signed MSC/Cargill agreement, a completed Panama trial, clear dates on Morocco and finally some viable Utah samples...

Meanwhile 2024 was the first year the planet exceeded the Paris 1.5 'C climate objectives, with a registered +1.62 'C above pre-industrial times....

If they read this board, I am really worried.. I hope they have better things to do...

You think it is a way for them, instead of communicating on progress, which they can't yet, to convey the idea for us to keep faith?

Or.... we will get an RNS tomorrow morning stating that everybody is happy, the agreements are signed and the trials are starting..

That would be my preferred option of course..

When there is money at play, no company would ignore it..

so either one of the partners has other interests and wants to promote other technologies

or one of the partners is too greedy and wants a bigger part of the pie

or QED did not do a good enough job at communicating the economic benefits

Or all of the above..

The delays also show that at least one party is not really interested in getting things moving…

I they all were convinced about the economic benefits, they would have brought it over the finish line much sooner..

I think someone should ask GROK for a second opinion.. lol

Collectively, there is not much we can do.. IR always reply with some standard message..

only strong message would be a massive sell off... that QED would notice.. but to what point?

Actually, hottie is right.. from their last business update:

"Following signature, the trial equipment will be installed and commissioned at the MAC2 site in Antwerp, ahead of the commercial-scale marine trials commencing in Q3 2025."

We would have known if they had signed... so nothing happened...

I only assumed so, how do you know for sure?

Wouldn't the finalisation of the Mac2 installation be worthy of an RNS?

In the RNS of April 1st, there were also talks of permits, etc., which could mean delays (just guessing)

But also bunkering for other customers...

All that is definitely news-worthy...

So in my books, nothing is operational/ready yet in Antwerp...

We will at the latest get some updates just prior to the AGM in Nov., to also prepare for the next funding round in early 26..

Imminency redefined..

You're right MacF1, we just perhaps didn't quite understand it would be 3.4m for JM, we understood that he would sell the 1.7m of USOP but we didn't quite know what + taxes, etc. meant...

... at least we are done with it, and the SP seems stable today...