Member Info for semaphorRed

Do not engage with or question the madness.

All: a merry Christmas, an MSC contract, a happy new year, and a £1 valuation by the time it's warm.

Willswag, my aim was always £1, and while we've issued many more shares since then, I also believe we have much more profit potential versus 2016 too, including increased margin, broader market and more products. About a fifth of my holding I really feel uncomfortable with so I would like to get rid of it sooner rather than later. And a chunk I would like to hold onto indefinitely to see where we go. And the rest is probably around the £1 mark. I genuinely believe we'll hit it over the next year.

Same prices that I'm holding out for without an investment bank. A fifth of my holding at 30p, a fifth never, and the rest in-between. I've had a while to strategies this.

And my rationale for this still happening in December is simply that I try not to speculate beyond RNS information. If all we've been told is it will happen in December, I'll run with it until we're told something different.

I believe the contract will be signed and announced in December. The number of working or market days is irrelevant.

"

"There was a slim chance there would be news announced today as some speculated. The chance of news between xmas and the new year is even slimmer"

What position are you in to be giving these odds?

Already posted...on the 19th.

"Not much time left to announce anything"

There are ten days left of the year. Trading days have nothing to do with anything. You can announce at 1am on a Sunday morning if you want.

Wow. You definitely wouldn't want to be out of this during the next few days/weeks/decade.

Https://1lo.co/tAsDq

"I thought squids were meant to be damp "

That'd be a squib, a small dynamite explosive which you wouldn't want to be damp, not a squid which is always damp.

not sure if anyone has posted this yet

https://www.***************************/quadrise-plc-sustainability-report-2023-aims-for-net-zero-by-2030/4121136346

Quaaludes are a hell of a drug

And doesn't need to be for Quadrise to sign a contract

Yeah this is starting to stress me out

"I shall effort further in future"

"The solution is for these carriers to reflag to nations that actually have navies that can protect them."

It'd be nice. But it also smacks a lot of protection money. MI, Panama etc would respond to global pressure over their registries the way tax havens did. But safeguarding the high seas isn't charity work by the world's great power(s) - they're doing it for themselves, to maintain the world order and thus maintain their wealth.

Grim. The great powers have let this key shipping lane get progressively more out of hand for the last couple of decades, there's little point in generating power projection across the world if you can't even safeguard shipping lanes.

"I'm beginning to think we've been led a merry dance by Jason"

A great post for mid January. Just plain odd for mid December.

"Even if we only supply 10% of MSC's fuel needs, we're looking at potential annual revenues of around £50 million."

Even if we only supply 0.5% of the fleet, we've covered all our operating costs and completely derisked the company, leaving all other contracts in pure profit. One of the reasons I like this company so much is the low/fixed costs and blue sky upside.