Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Mad dog, yes there is. Just google 'Quadrise Shareholders' , it comes up about 4 places above here.
Not been on here since Thursday, sorry to say SockCheese but Whiskyman(not fond of the stuff personally) isn't me , nor is anyone else I'm afraid. He's probably another lurker fed up with your bull. Please demonstrate your level of paranoia to the mods, I'm perfectly happy with that.
Anyone with an ounce of skill can look at the grammatical style of the 3 way self conversation posted on Friday and see it was the same individual (AI can do it even quicker ) He may hide behind a VPN but they will all show the same IP for that session to the mods. I also have never paired Semaphorered (thats the same colour as Indigo btw!) With SC/Haggis/Saville/Brian, he has a sense of humour at least!
I wonder what causes such an intense degree of paranoia??
JM replied to me in an Email question I posed shortly after the AGM..
"All the mods on the vessel have been completed for the POC and LONO trials.
MSC have plans to bring the vessel into dry-dock in the coming months for further upgrades that are unrelated, but impact vessel availability in Q1."
Worth a re look https://ibb.co/NVGLz3Q
Looks like the Red Sea business is maybe holding up Leandra's planned trip to dry dock, which should have been completed between May '23 and the end of this month according to the AGM slide.
Anyone see any manifest schedules past 1 Feb?
VERY possible in fact. First attacks on commercial vessels were on 3 December https://apnews.com/article/red-sea-houthi-yemen-ships-attack-israel-hamas-war-gaza-strip-716770f0a780160e9abed98d3c48fbde
Though how this would affect lawyers working 24/7 already, who knows
Ah of course, silly me!
MF. ..Mandy Forrison!
I really must research better.
'damp squid' LOL. I bet bonfire nights down the sty are interesting?
Wouldn't want to be there when he tries to light the Romanian's candle though! :-0
Can I smell crackling?
Must be his shorts burning Dusty!
HF1.4. "What recent events ? Absolute garbage"
Ermm, how about successful test results of various blends of Biomsar with stunning CO2 reductions and efficiency increases just before the COP agreement to transition away from fossil fuels??
Still struggling?
HF14. .."What utter nonsence". ..what's that?
If you think its utter nonsense that QED will have the sentiment to secure funding then what are you doing still in here? Now would be the best time to sell in that case. Cheerio
Clearly some FUD is being spread on our toast by some usuals this morning.
Ask yourselves, what other company can demonstrate a clear pathway to green fuel transition for heavy oil users? Recent events have assured that future funding won't be a problem.
QED were NOT at COP due other commitments.
Thanks to informative and insightful folks on the forum.
Only one word worth posting about that event..
'Transition'
Great news for the one-stop low carbon transition shop for heavy fuel users.
"Does he not know that it is against the rules of this site to take screenshots of it's members only forums and post that information on other sites?
I know its also aginst the rules to have multiple usernames and logins but, hey ho!
And the chief protagonist of the "signing at COP hype " is blaming MSC for it!!! Incredible! https://ibb.co/r0YzQB7
Seems I'm living in his head rent free, can we emulsify 1000 empty pizza boxes?
Bud DID say, however that "its all about the fuel" .. "we have to create a whole new midstream that doesn't even exist"
Midstream is a term used to describe one of the three major stages of oil and gas industry operations. Midstream activities include the processing, storing, transporting and marketing of product.
Make of that what you will.
HF14: "What further work has to be done at the drydocking ?
I am also wondering after the POC what the time gap will be for the actual trial to start."
Leandra is fully MSAR POC/LONO trial ready. The drydocking is for " further upgrades that are unrelated, but impact vessel availability in Q1." But I reckon we'll be waiting for the MSAR supply to be ready then.
Last time (and I've done a lot of brain scraping back research on this and cant beleive the timescales!) ..
Wartsilla POC got underway in early August 2014 The SP then was just off its peak at 43p
....TWO YEARS LATER!!
August 2016 LONO on the then Seago Istanbul got underway. The SP was around 10p.
It'll be different this time as POC and LONO fuel should be coming from the same source unlike in 2014 when POC fuel came from the Lithuania refinery where it was shipped by train to the port. LONO fuel came later once agreements were signed with CEPSA and MSAR produced in San Roque.
I have a very interesting (and depressing! :-o ) chart of historic milestones in SP history including when the 'Brian' abandoned the forum to die!
Remember, Leandra has to make a visit to dry dock before trials commence. Cant be long, keep a lookout.
CFP,
One of many possible reasons the AGM was held on a Monday for the first time that I recall.
From just the venue being cheaper to key staff unavailable on other days!
An event we're promised a repeat of next month. Could lightning strike twice?
https://imgur.com/KUQyIKW
Just a shame the SP is a tenth of what is was ten years ago! So 4p in 4 months time???
44:44 Jason: "We are in the process of finalising the agreements, and as they are announced in December, you will get to appreciate some of the people that we are dealing with"
Stand out bit from the AGM for me.
I was there, as were around 40 others, mostly 'long termers'. BOD were more than approacheable as ever, in fact I'd go as far to say they were the ones doing a lot of the approaching, both before and after the event! Does seem to show an air of confidence.
The first two working weeks of December are going to be critical.