Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
Again my previous question: does anyone have news of Ythe CTO? He is the key ring in the chain: without him nobody knows how to handle EQT gasification tech and in all the mess happening it looks like he disappeared from the radar.
My professor of industrial chemistry used to say: "economy is when you can produce at a lower price than your competitor and therefore you win, politic is when you want to sell your product that costs more and performs worst of your competitor".
If you rely on politic you will always remain a beggar and risk too much...
In my industrial consulting role, I have seen many times BoD members having the gut to say "we screwed, we leave" or even better BoD members arriving and saying: "1€salary per month until the situation is improved, then we will get a salary"
Here nobody has the gut, and from the interview I have seen on youtube is clear that DP is a pathological liar, YA convinced his tech works despite the evidence and JVL somebody there by chance that has no clue on how to do things
Any news about Yorge Aleman? Never mentioned in your last posts
Then forgive my mistake, I read something similar this morning in the chat here but I can be wrong
No, can you do mass balances and energy balances? What did you study?
They claim they want to sell Italy MDC, that is also a move I do not understand since it could generate >2 million € revenue per year. Has anyone an idea? The whole site cannot be sold for more than 0,9-1 million €, since no buyer will get their investment back if they pay more, and this assuming it works perfectly with 90% or more capacity time, so pure fairy tale. I think the company is doomed now
Just for the record: is this the lowest ever value reached?
Again self deluded, you are not able to do a mass-balance. Take one barrel of oil, only 5% goes into plastic. Now you tell me that of that 5%, part recycled, part lost in nature etc you will power a decent size fleet of cr. As I said, people with no technical understanding are gullible and lose money in dubious companies...
Do you have a PhD in engineering? I do, thereofre I know H2 better than you and you are self deluded
Holy Mary, please infuse some knowledge in this self deluded person. H2 as fuel is dead, every engineer knows that. Even for boilers at home. H2 buses: 4-5 times more expensive per km than electric buses, same for cars & trucks. The poor lds that bought a Mirai are regretting their choice.
H2 it is important for industrial chemistry. Do you know M. Liebreich and his "Hydrogen ladder"? Start from that to study
h2 is not the future, anyone with an excel and 2 hours study on a industrial chemistry book can understand it. if some people are gullible and let themselves being ****ed, no problem with that. the only thing i ask you if you like to keep yourself ****ed is to put some lipstick and some thigh highs, at least you will look pretty.
i state some facts: h2 as fuel is dead and for home heating is dead, so 2 large markets are already gone
I agree, I remember I started to comment in this chat since I was worried for the investors, and my worries materialized. The tech for me was their weak point and I remember many joking about me whereas I was indeed right
Hydrogen as road fuel or home heating has no future, people tried for years to sell the hype but now the hard reality is fighting back. Denmark closed H2 fueling stations, another study demonstrated that H2 for home heating is not economically viable in UK, Germany scrapped H2 powered trains etc.
Their only market remain H2 used in the chemical industry, but even there there is fierce competition and PHE is not going to win that competition
I do not think they will sell Italy plant that easily. It has 15 years of incentive and now I think only 6-7 years maximum before the feed tariff expires, thus from a buyer perspective there is not enough time to recover the investment. Either they find a gullible investor or they will not sell it. It is plenty of gullible people around though, so with a bit of luck...
I know the answer, but I will not post it here. I want to know what people here know, as simple as that
I just want to verify what EQT reveals to their investor and what not. Markets work when there is information flowing, when there is asymmetry of information market and thus stock exchange do not work properly.
Does anybody know if the production site in Italy is up and cashing the feed in tariff? That would be a nice info to have to estimate their profit/losses this year.
In theory it should earn more than 2 million €/year if it works, not a negligible amount of money
Do you know what it will be the outcome of the French project? That the wood --> syngas --> biomethane will not be an economically viable route, like any other project that investigated such a route so far
Dead cat bounce