Tolling Manufacture by Quadrise in Antwerp-Bruges8 Feb 2024 15:13
having listened to the ************* interview a few times i’m particularly struck by the revelation that an agreement is being constructed to manage the toll manufacture of fuel for the trial by quadrise with fuel supply to msc and feedstocks supply to the manufacturing unit by cargill.
so we would not be selling the mmu but rather using our kit to manufacture fuel and selling the fuel product to cargill to bunker into msc.
exciting concept where we can, as i always understood, make more money/profit on revenue from tolling model than the other models involving licensing and selling kit.
any thoughts out there on the implications of this revelation?
we would be funding the mmu i guess.
but we would be inflating sale price of the products by amortisation of the kit into our offering.
we would need manpower on site after initial technology transfer and training.
but it seems logical for a multinational commodity trading company such as cargill to want the quality fuel product manufactured and supplied where it needs it in the volumes it requires.
power to your elbow qed