Member Info for Rainman7

@Convb From what I gather these producers are facing large operational losses compared to VLS who are achieving operational gains and controlling cost

I don't think Airlines are ready yet for the short term. There's a lot of supplier issue. Qualiry and getting it right first time is important. Producers may also need technology. I think VLS has that licensing and tech advantage they will exploit in term before 2026 IMO

Shell and other oil companies may have the capital but do they have the patents and the technology to produce a high quality product. They are still overly dependent on oil and going through a massive industry issues of their own. Covid situation along with supply issues will probably benefit VLS as opposed to oil giants IMO. I don't think it was a case of Shell pulling out either it was a case of both parties doing what's best for themselves.

A beefy licensing contract could be on the cards as well

@MikeBarso I'd like to think it won't as I don't think we hold any debt (I don't think) and projects don't immediately. It will drive up fossil fuel cost and put more focus on SAF lol. I think the inflation is mainly driven by fuel and maybe supply chain issues

@convb isn't the reason why US underperformed today due to media on US inflation?

I wonder if waste and landfill companies would be of interest to this technology. I.e purchasing reactors and doing it right on site. The infra would be there.

Well said. I expect a lot of acquisitions in this industry to achieve market share, tech rights and value added synergies

Is 4 years really a long ways away though ? Couple years ago people weren't even thinking of decommission fossil fuel. That time is now here. Finally contract announcements. I think the ball is rolling now and contracts legally binding in advance will be imperative to both customers and suppliers going forward. I believe more announcements soon and the path for investors will be a lot more clear IMO

To be more specific contract between VLS and redrock to provide reactors to RR.

Can anyone clarify this for me/validate. Reading up on some of the players in the market their SAF involved ethanol / vegetable oil/ fats where VLS is household waste woody biomass (no ethanol / fats/ veg oil required) ?

Also anyone have more information on RedRock using Velocys reactors? Isn't Shell partnering with Redrock? Any info on the contract between Velocys is it still on going etc?

The retrace has already happened IMO. It was up to 17p. What I gather from the chat are a-lot of people on here in it for the long term (it's s project). This is where the big rewards are. A lot of support in the 12p, 13p, 14p range IMO.

There's a lot more consideration from Airlines, government, public to go green. So ethics, eco and subsidies will offset this risk

I agree having the technology is very important. Having plants increases operating expenses and FC and decreases margins especially if you are reliant on big Airlines brands who maybe able to dictate the supply change ? Going to research more. Should be able to have good margins selling technology and after sales services etc. These reactors can't be cheap!

It has to be in the technology that stands out. The first commercial flight was flown with SAF produced by Velocys technology. Why wasn't any of the current producers selected? Any info?

Ah good spot on the date. Thanks

Can someone explain the trade at 14:41 for a volume of 100k shares purchased at 15.0375p? Why would the purchase price be higher then the current share price? Is that to full a successful order at that volume? Thanks in advance

CONVB I don't think you have read the articles. From my understand VLS agreements will bring in revenue from SAF production, Licensing and technology sales, possible greenhouse gas credits. Why would a firm go through with building plants to produce SAF if they are going to only receive a fraction of production royalties?

I totally disagree with you. Licensing and reactor sales are important and helps provide expertise in the global market. Demand is high for both technology and production. Look at Rivian and other Alt energy firms. You don't need sales today to increase your market cap. The demand is a lot higher then you think. The market share will be in the trillions in this industry easily. Investors, regs and government will put the backing in. The agreements recently signed are worth billions today. 4 years is not a long time away.

I think £1 before 2026 is achievable. I think commercial sales on technology licensing etc can take off way before SAF production. We are in a market with extremely high demand. Airlines should be fully recovered by 2023 and will be rushing to do deals ASAP or risk shortages in SAF. Also I can see revenue regulatory credits as another revenue source. I think we should be able to hit the 20m revenue mark next year with out SAF production.