focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Good idea - the issue is cash burn and we don’t hold the levels of surplus cash that MS have. In fact quite the opposite, they’re constantly tapping shareholders for more cash. So nothing really to convert to Bitcoin. Also even if the BOD were to get their heads round this strategy (and have cash), they’re late for everything - by the time they managed to execute, it would be the crypto winter again and again shareholders would be screwed
"The time of the meeting at Utah Division of Oil, Gas & Mining Hearing 8/23/2023 has now changed from 5pm to 4pm UK time"
This must be a 1st!!!! 1st time anything linked to Quadrise has moved ahead of initial scheduled timeframe!
https://www.theguardian.com/environment/2023/mar/22/pressure-grows-on-shipping-industry-to-accept-carbon-levy
Noise is getting louder on this topic - surely MSC / Maersk need a solution akin to MASR!?
Nice to see the PR machine ramping up.....
"Optical combustion and engine wear tests of Quadrise's lower carbon bioMSAR fuel has recently been carried out by Wartsila.
For more information, please here"
"The extensive tests undertaken by Wartsila clearly demonstrate the suitability of bioMSAR for use in both marine and power plant applications. This is an important step in clearing the fuel for commercial supply"
great find - this clearly shows the value proposition of MASR technology - bang in the right space!
https://www.thearmchairtrader.com/quadrise-fuels-international-share-price-turning-corner-5oct22/
Managed to buy another £5k at 0.7 this am...........a bit gutted I didn't buy when it went below 0.6 this week but after listening to the interview, I'm convinced that we will be in the pennies within weeks. This has a bagger written all over it - just look at PQE.
I believe many LT investors invested in a company which was ahead of its time.........before getting buy-in to their product / technology was not as well understood. Now with the drive towards sustainability and climate change, with funding certainty in place, I think we are in exactly the right space. If Greenfield proves to be a success and Phase 2 is also implemented, this really could become really high profile and sold a Global problem across the shipping industry.
https://wp-quadrise-fuels-2020.s3.eu-west-2.amazonaws.com/media/2020/03/09154522/GB00B11DDB67.pdf
The above broker note is a good summary - I think the compelling economics still are completely applicable here. Just 1 refinery adopting MSAR would net QFI $15m EBITDA........this blows away todays Market Cap.....just think what our net-back / valuation would be if a few more refineries (who already have heavy fuel as a by-product which they can barely get rid of) come on board. GLTA