RE: LinkedIn post and video19 Feb 2026 13:07
No matter how Stockchump, The Foz , Mad Puppy and SOS 2019 dress it up, this never has been as straightforward as Jason Miles has made it out to be and he played that narrative of Near Final Form ( like anybody on here understood exactly what that meant in its entirety) and Imminent....( so is the nxt Coming) and ran with it all through 2025 on an oversubscribed placing.....He himself said that the Bilateral agreements naturally fall out of the Tripartite agreement because they are already contained within it.....and Yet we discover that Cargill don't have a Bunkering licence ....a Year later....
Also we are still in the Chicken & Egg scenario with Refinery/ Client production volumes...how long is a piece of string....that's a problem we've been trying to solve for 2 decades.
Now what about Morrocco....nothing, zip, nada...not even a passing mention...We signed a new contract to FAST TRACK the trial in 2024...and yet months stuck in customs, moving to a new part of the site, OEM's taking months to decide approval, waiting for a production window.....BOTTOM LINE.....they don't want to be first movers...if any type of mover.
I'm open minded on Panama and Utah, i think they will eventually come good...but on a much longer timescale than we anticipate.
So those who keep saying "It could drop nxt week" give your head a wobble.