Member Info for semaphorRed

@Jsrsuperstar - all of this is exactly correct, plus the fact that the higher the volume, the stronger and more important the price and the more inertia it has.

Nah, there's no evidence of any meeting - I'm not falling for this one again.

Sn88 you're free to link the page here. I've located someone by the same name who was a BDM type role for the Swiss market many years ago.

"Linkedin showing up a new Technical Director, outside of my reach so cant give specifics"

Big thread, big vitriol, not a single link or source.

There's no new "technical director" or other staff member at Quadrise.

"in the long term?"

This is the key word here. Orinoco bitumen requires either mixing to syncrude or cracking in a state of the art refinery. Extraction and refining hardware hasn't been upgraded or renewed in Venezuela since the 70s I think you're talking about 5 to 7 years for Venezuelan oil to come back online in any significant quantity. That's not to say it won't or can't happen - Athabasca oil sands in Canada are even heavier than Orinoco bitumen but they have the infrastructure to make use of it. But Venezuela don't and I really don't believe we'll see a crude price drop in the next week or month because of this.

"so why sell?"

Most commonly because people are trading the stock, they've made their 5% and are cashing out and looking for the next thing. These are not people who do any research or know anything about the company itself. However their sales provide the liquidity for people to buy.

"what do you think the SP will go to if we get signatures?"

Huge.

I wish you all financial success with Quadrise, and peace and light with everything else in the new year.

"but I reckon you should hang on in there"

Yep, not that far to fall now, lots of room to rise.

The company has never made any promises. Try be more careful.

"Will I see some results before my time is up"

I dunno - do you do a lot of extreme sports?

"Don't be too surprised if we are quiet over the Xmas period,"

Which is the most basic "cold hard truth" that could ever be told. End of Q1 sounds about right based on the *facts* as presented.

@sn88 - they're a boutique M&A firm specialising in transitional energy. Hard to find a company more suited and helpful to us than them - certainly they don't have household name status but they're known by the people that matter.

"17.5% is a pretty big drop"

But on the typically low volume we see here it's much less relevant than it looks. And I'd say the same on a 17.5% rise. A couple hundred thousand pounds of total trades at maximum on market cap of 50-60 million is small and it can rise by 20% easily enough on small volume too. Big volume will be achieved by *news* alone. And that's the important thing - we're not waiting for a share price rise directly. We're waiting for company progress that *generates* a share price rise. So, yeah, I'd ignore share price rises and falls that don't occur on the back of positive or negative news and that are consequently low volume.

"Eejit heed, ur the numpty, is that single brain cell working overtime again, a bit lonely in that cranium. Your so desperate you sound like Trumpy bum from across the pond. Even if there us another raise absorbed by bootlickers, 2026 is the end. Your just to dam scared to admit it"

I know it's the Christmas period and I wish you all well but that brandy's for the Christmas pud, there'll be none left at this rate.

"A successful fundraising round often dilutes overall share value and rarely benefits existing holders, as seen with Quadrise"

Uh... it benefits existing shareholders in that their shares don't fall to zero in the face of corporate bankruptcy.

"Since the last round, there’s been stagnation and a massive drop in share value"

There was a 9% dilution and a 50% drop in share price - rationally a fund raise + dilution shouldn't cause a share price fall at all since the dilution (9%) is matched by a 9% increase in company value (more cash). Share prices, especially pre-revenue, can and do act irrationally, but unless you're looking to sell before commercial contracts are signed, that's largely irrelevant. Fundraising is always a good thing because the alternative is not enough money to continue operating the company.

"SP is going nowhere any time soon. Be honest!"

I mean, it's not a matter of honesty, is it - it's just looking at the data, whether RNS or things the directors have said at the recent AGM, and based on all the information I'd take an odds on bet that we'll have signatures by the end of February 26.

That's where I've arrived based on what I've heard, just my opinion after all. What isn't opinion is that you're the snake that the salesman got his oil from.

"Before anyone gets too excited — clearly, these are also good ships"

Oh absolutely. But also seen in the context of the announced reason for the delay as MSC being concerned about sufficient quantity of MSAR availability post-trial, this potentially puts this multi-ship acquisition in a new light.

"It's a short month"

It is, and December too. I know, from my own business, begging and wheedling and promising and threatening to get people to sign forms and contracts and make money transfers and fulfill buy and sell orders before the looming and much talked about "holiday period". Yes, most people are still working, but when you're in business you're in a spider's web of moving parts and it takes only one or two people to fulfil the dreaded "Out of the office, limited access to emails, back January 10th" to see everything lurch to a grinding halt. November, then, seems to meld into February as the next truly working month.

The aim of the company is singular: to achieve any regular revenue from any source, that is: to become commercial. We've come close repeatedly but been frustrated each time. Each frustration has led us closer - we've got a top class CEO. We've got a suite of products that work together. We've got a pipeline that's not only large but - critically! - varied and diversified, spreading the risk. But I do feel that we often, as shareholders, trip ourselves up. I've regularly seen - and this is over the course of many years - offhanded comments from members of the board about targets, targets which are completely valid but about which they have little control, metamorphosed into absolute deadlines by the time they reach this board. And it's setting ourselves up for more disappointment where none need to have existed. Yeah, there's a January aim for MSC. It's not a promise, a guarantee or a deadline, there are other parties to the contract. We know for sure that the 2025 delay was due to MSC *assuming the trial would go well and wanting to make sure MSAR bunker supply was assured when they go commercial with it.

That's just incredible. But, it might also happen in February. This has been an incredibly tough slog for all long term investors. Let's not make it even tougher for ourselves by inventing hurdles where none existed before.

And always that solitary up vote from their other login