Member Info for semaphorRed

"Which is debt finance, not revenues, big difference"

Huge difference (small difference) but the subject was raising money. And getting a bridging loan because a MNC *owes* you money isn't in the same ball park as throwing your hat in the ring for another dodgy dilutive AIM fundraiser.

That is all.

If they can show an executed contract for services rendered they can approach the debt markets for funding instead.

"The contagion is only relevant to those holding bonds that they are losing money on"

And only then if they need to sell them *right now*.

"On a serious note , if the markets go tits up as a result of the Silicon Bank default and contagion soreads,then Qfi are going to have a really hard time with a fund raise unless we have some concrete news on a lot of fronts."

No, none of this is true. The contagion would have to spread to a pretty unimaginable degree. And you can then say that about anything

"I am expecting :"

Don't think your expectations influence much.

The problem with methanol, like Hydrogen, is that it can really best be thought of as a liquid battery and like a battery, it depends how it's charged as to how green it is.

Yeah we're all absolutely f*#ked

Yeah yeah nobody died from baked beans either but it may not be the best to sail around the world dumping thousands of tons of it into the deep blue. That said, he's correct, sulfur in these concentrations is a natural part of marine biosystems and is not a pollutant.

Yeah, not sure we should be measuring millions of gallons of discharge by Pellegrino bottles but we all know that and it's the clever turn of phrase that is why people like that make the big bucks.

30x earnings.

Yes, that's about our costs so completely derisks the business for a start.

Ah, some of this I wasn't aware of. I did think the collision was a sort of convenient excuse not to complete the LONO. Although it still seems a bit opaque to me. Never mind in any case.

"This was NEVER an Excuse by QFI or Maersk"

Wasn't it? It was true, obviously, but then wasn't it used as an excuse by Maersk to discontinue? At least the two things seemed to be contemporaneous.

Sailing up the coast towards Durban now at 13kts

And I'd rate the others less than 50/50 and Morocco much more.

"Like you saying there would be no RNS Fact about Msar being released from customs."

There probably shouldn't have been but for all the public concern. I really wouldn't expect a running commentary.

The numbers that stick in my head are $10 or $20/ton for Quadrise. Although that may now be particularly out of date due to the spreads having changed so much.

"could charge c.$50 per tonne for licensing its technology.”"

I've always found it difficult and confusing to keep track of RNSs from long ago. But I believe there was (official) talk of a licensing and BOO fork at some point and I can remember the last time there were numbers attached to revenue splits - are there any that are still valid? $50 a ton is coming from a (sort of) third party and explicitly for licensing. Are there any BOO opportunities currently on the books? What's the latest from the company regarding revenue projections/splits?

"If our fuels are taken on by MSC you can guarantee other shipping companies will follow suit."

And other industries. Every company is desperate to burnish those benighted ESG credentials. And if they can actually save money instead of spend it...