Member Info for VINCE72

A good update from JM, I have no cause for complaint on where we are. I fully expected OCP to be in the New Year ( end of January) the SE refinery to be in Q1 and Valkor to be sometime in January.

I was hoping for the bilateral agreements to be signed as a natural consequence of the tripartite agreement, but they come when they come.

So an exciting 2025 to look forward to.

More excellent news abounds, and more importantly an updated test on a MAN engine which will show definitively that it works equally as well on these engine types.

This is what JM must have meant when he said he had a plan for testing MAN engines in the future.

It really all depends upon what Cepsa did after they dismantled the MMU from the the residue feed lines. Did they just tie them off, have they been maintained are they corroded. If Cepsa are onboard at what point do they start to inspect and maintain those feed pipes.

Also being a refinery add in the Health & Safety red tape so I'd rather be way out and proved wrong, than say it's 3 m9nths and it ends up being 6.

I'm concentrating now on the bigger picture, rather the day to day nitty gritty...the only thing I'm thinking about is this time next year, we'll have multiple contracts producing hundreds of thousands of tonnes of Msar/ BioMsar and the doubts, uncertainty and low SP will be a long distant memory .

It's perfectly understandable, the interim LONO is entirely upto MSC to use as is, they have been given Tentative assurance by Warsila who have said that upto 1300 hrs there are no issues so far with MSAR,it MSC's decision to then say fine we'll take that as is. And then approach insurance companies saying they want to use it,but will have to pay a higher premium to do so.

But the crux if the whole argument is, even if MSAR is good to go after the POC, it's the Mediterranean hub that is crucial for its supply, hence getting the refiner on board, and if it is Cepsa then it will take at least 6-8 months for the installation of the MMU, fits another refiner it will be longer because a plan for the refinery configuration has to be analysed.

Bottom line, the BioMsar LONO will be completed by the time the refinery gets an MMU installed and starts to produce MSAR, so it doesn't matter either way.

Was that based on the proviso that the Tripartite agreement was going to be signed by end of year, even if they had an idea it would be well before that.

Now it is signed I would expect at the very least that the tolling agreement between Cargill and QED could be signed.

As well as all the great things in the sustainability report, what's good as well is the timelines so far have been in line with what JM says they would be, so communication and timelines are slotting into place slowly but surely.

I still only expect OCP to be mid Jan, for me I really want to see the MSC bilateral agreements wrapped up and cemented in place, if we get Valkor money and/ or Panama/ East Asia in Jan , I'm fine with that.

It's just having that MSC agreement fully in place and the thoughts of the coming year with all its developments that's really exciting to look forward to.

Https://shipandbunker.com/news/world/527814-promoted-moeve-stands-up-for-the-energy-transition-in-maritime-transport-with-hvo-100

Really do hope we get into partnership with Moeve/Cepsa.

Probably the reason Fyoz why I had my doubts when things didn't look so fantastic.

I was in another game changing company, some may have invested in, a company called Corac, they had technology called the Downhole gas Compressor that could extract stranded gas in depleted gas fields.

This had real potential and did my research and put my money in, difficulties in getting it to work, but eventually they got 140 hrs continuous use before failing.

But by this time, Shale gas was rapidly on the up and the technology was to difficult solve, so....they shelved it.

Potential doesn't always come good and once bitten twice shy.

The company then changed track, renamed to TPG group and now us no longer in buisness.

Ask one of my good friends who also invested in Corac, who now invests in QED about Corac, in fact don't, he's inly just calmed down about it. LOL

But QED is defo on the Royal road to success and excitedly looking forward to the story unfolding over the years.

Sorry the podcast was aimed as a general overview for those in the shipping industry who know nothing, any investor who happens to catch that would get a good overview.

Never said they weren't unknown to the big boys, but that podcast wasn't aimed at a general overview to those who are know nothing about QED or what it does.

So any Retail investor can get a general overview and either decide to dig deeper or just dive in. Very few investors do due diligence and this is as deep as some go.

Lots of typos there...sorry no specs again.

Not all new investors have the technical knowledge or can be bothered doing research to investor. They want nice soundbites which makes them feels its a good investment. As well as long term holders old and new, we also need momentum traders who with euphoria when thing really start moving can push the SP to new heights..we had it in the deflationary direction of selling, now is the time for the revers with buying.

I don't think it matters if it is AI, it puts across very well in a way people can understand in terms of potential and enormity how big QED could get.

Americans are just natural at PR, these 2 make it sound even better with the way they get what QED are on the cusp of achieving.

With at least the bilateral agreements, the sustainability report and one of the projects Panama/South East Asia refinery to come by year end and Report of successful Morocco trial, and Valkor money by end of January. It would make sense to raise money at the end of January.

Get Xmas out the way. But Jason was fairly confident on Valkor getting their funding by year end and his trip out to Utah will find that out.

But all these developments will encourage those other projects to expedite their projects tout suite.

Pretty sure OCP are very aware of the MSC trial and how it ties in with MSC in the mediterranean and the need for a Refinery in the region ( Moeve) to get onboard.

Also with Utah, SB can go to his financers and say look QED have signed with Cargill/MSC to do this trial. Utah oil is needed for another variant of Low Sulphur BioMsar, so let's get this done. Hopefully it goes that way.

Am I correct in saying institutions start to get intrested at the 100 million market cap value.

A truly groundbreaking RNS, we have a 100% blend biofuels product that produces astonishing results, which according to the shipping market they are scrambling to find, LNG,Green Methanol,Green Hydrogen etc and here we have a easy to make, relatively cheap compared to those drop in fuel, surely the market and shipping companies have to wake upto this and see what's cooking.

Great news and we'll done to Jason and the team once again. We are defo turning the corner towards being a truly awesome company.

Https://www.bioflexfuel.fi/

More info on Bioflex. Might be grasping at straws but interesting to see why we team up with auramarine.

Sorry pasted that same part twice.

Here's the 2nd part

The BioFlex is a three-year collaborative project between Business Finland, VTT Technical Research Centre of Finland and the participating companies Auramarine, Fortum, Neste, Pohjanmaan Hyötyjätekuljetus, Polartek, St1, Valmet and Wärtsilä. It aims to bring together all available knowledge from this collaboration network to determine the most ecologically and economically sustainable way to replace fossil fuels