Member Info for Rainman7

Hold the line Braveheart style. Buy more this is a good price IMO

@2phevs where do you get this info?

https://www.ttgmedia.com/news/news/virgin-atlantic-boss-blasts-govt-for-lack-of-sustainable-fuel-focus-31587

You said low 8s not mid 8s

@showme. Once the sellers sell out we golden. Black Friday sales. Let the rest pull out for thanksgiving and Christmas shopping. Keep buying!

I've topped up as well. I'm on this journey 100%

@NOFEAR can you send link of where it's confirmed as a buy?

I think this is ripe for a takeover. Below 100m market cap. What do people think a big investor would need to pay to clear everyone out? Pump money in building plants earlier to get SAF production before 2026?

@convb what is the right place you'll buy at?

@aadi because I don't know. Trying to get an understanding. You are good at citing sources so thought I'd ask.

Was also trying to figure out how many long term holders there are as well. Outside the big players I felt there's about 280m shares in PI hands but from what you said about HL ownership sounds more like a fund of PI's. Would be great to see a big name investor jump in to fully back the board and Velocys

@aandi since Hargreaves Landsowne is a majority holder and also a broker does that give them greater influence to control/manipulate price? Or is that "not allowed".

Do you know How long does an institution have to issue a TR1?

https://cen.acs.org/energy/biofuels/Southwest-Airlines-deal-Velocys-presells/99/i42

http://voxbikol.com/business/31239/gas-to-liquids-processes-for-chemicals-and-energy-market-report-2021-examines-latest-trends-and-key-drivers-supporting-growth-petrosa-company-sasol-limited-compact-gtl-primus-green-energy-nrg-en/

Converting **

I agree with this. People don't know much about this. And more so covering household waste and woody biomass into SAF.

Big delays in the House on signing the bill. Prob part of the reason I'm the drop.

Anyone note that the reactors Velocys created and patented are originally for space colonization ? Just thought this was interesting

Everything starts somewhere. Bit far fetched saying what their stake will be. The end of the day it's their knowledge and technology that will at the forefront and that's what they'll use to leverage themselves to reward their shareholders. Oh and save the environment ;)

@convb do you know revenue/cash flow profile of AMTX ... with some of discussion on VLS we had today and with numbers included what's the differences and similarities between the two? I think you said you've invested in a few that have started earlier and have taken off do you see similar trends between them all in terms of SP sensitivity and growth?

@convb I believe that you are invested. I'm just having discussion. Unfortunately we only know from the info provided and we make assumptions on the basis of that info. I am still learning and trying to figure out new things. I am interested in this new market, the environment, and trying to learn more about the entire industry.

What appeals to me about Velocys - is they seem like tech experts and to me that is a big intangible asset. How this is monetized. Through licensing with various parties Engineers, SAF producers, Waste management firms. This could be paid up well in advance and investors like to see long term incremental revenues. High margins. Also revenues from % of SAF produced/sold from other SAF producers that use their tech. I think people underestimate this side of the market.
-Reduction of house hold waste in landfills (fairly unique to velocys) as other players are using ethanol, dairy, oils and fats (cleanish output - but how clean is it to actually make the output?) - Therefore Carbon credits it can sell on and I think its really good for the brand to help win contracts. I'm not sure how much you can get for carbon credits but I think this maybe underestimated as well but also highly profitable.

Along with the above - project management services and having the capability to stay ahead in technology.

Also Velcoys has its foot in 3 big continents Asia, Europe and the Americas - there is value to this

Overall I don't think 2026 is that far off in my opinion. We will see.
As a side note - I appreciate all constructive views on here and people who try to give insight into the industry and the company.

@convb producers still will fall short from manufacturing the demand for years to come. My point is it's going to be a massive market and royalties and licensing will have a big say in the game. You find 2026 a long ways out while I don't. There's a lot of challenges and producing first doesn't necessarily mean success or winning the race. From what I've read there's a lot of issues at presence and I think VLS have focused more on technology which gives them an upper hand. Only time will tell