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Great position if you have current 20k tucked away in an ISA already
I have room for the next offer if there is one
Institutions might be falling over each other if it’s Shell and we get a good re rate
Everything will be back on
Potentially including the house of Saud too after MSC and Morocco client have been first movers 🤞
Kolonik
I think we need one full LONO to go commercial. Halfway won’t be insurance proof. But the time saved getting a full LONO on BioMSAR (that’s the one MSC needs for full environment benefits) Will I believe allow a read-across (scientific term for an equivalence in data) on the existing half LONO on MSAR without doing the balance, so allowing us to be commercial on both as BioMSAR completes satisfactorily. 😊
Another big point that was clarified
The tripartite agreements for Fuel supply to the marine trial is Residue supplier Big Oil co, the terminal siting the MMU and the bunker supplier transport
Three things clearer then for me if I heard it right;
1. Same Big oil might then be involved supplying both MSC trial and Morocco (Pharoah Rocher point😊) as it’s residue. I had assumed processed fuel.
2. Terminal is our MMU converting synthetic fuel I thought it was going to be at refinery and terminal was just storage.
3. Bunker is stand alone transport out to ships.
But we’re close. Please be December 🙏😊
My second point
Valkor are in final stages of securing finance for any one of two projects Downnhole drill and oil sands, and possibly a third project?!
So early Q1 funding was a discussion failing that not a fait de comply!
Also negativity on social media restricts the boards communication to us!
Who said negativity on here doesn’t affect the share price - great question re if Valkor doesn’t come through, but Geng gets his 1.18p
Good lord!!
Biggest point for me
We can’t cut RandDspend as our future (higher) value rests on RandD delivery of CSO and Wood residue oils delivering capacity for the likes of MSC to sustainably support future fuels delivery.
“Biofuels Industry will be Starved of molecules due to SAF demand for example
Where we come in with CSO etc delivering sustainable volumes for marine”
That’s where my £1 comes from so no Lionel you can’t shut down QED R&D!
A very positive takeaway from the very long delays in getting fuels to Morocco site and then overcoming technical issues that have markedly damaged sp
“ The stability of MSAR and bioMSAR, maintained for over 12 months, further attests to the fuel's reliability.”
👍
Lots of profit taking from players, traders and trons on here and why wouldn’t they?! Some playing here purchased at a perceived bottom around 0.8-0.9p with a view to trading any rise.
The MM’s opened this at a price they thought would generate trading
It did and will be hit again when the news sinks in with investors methinks
We need news always have!
The nay sayers have been right for too long
I only need to be right once! 💵
Hi PharoaRocher
I’m not so sure we’ll see same supplier for Morocco client fuel as for MSC
MSC fuel will be ready made inland and bunkered locally to ship route.
But our fabulous Morocco RnS states;
The parties will now enter into discussions for long-term commercial supply, in conjunction with reaching agreement for testing at the client's other sites to expand supply opportunities for MSAR® and bioMSAR? fuels. In parallel, the Company will continue work to ensure the supply of appropriately located and priced residual feedstock.
So for this customer in Morocco we’re looking for a residue supplier to feed a MMU(s) I’m sure at the Clients site/locally.
Another sale, another supplier and another distinct revenue stream methinks 😊
Nice one AKHM 😉
MSC trial in progress along with all the ‘good news releases that implies will get you your 20p in my opinion.
Bolt on Morocco having been in commercial supply by then and other sites coming on board, with Valkor cash 💰In bank and first drills being processed successfully into locally supplied synthetic fuel oil.
And with sufficient fund raise as well as early commercial revenues having put us on a financially sound footing.
Will get us your 50p
But I’m not stopping there. . .
Lignin oils and woody residues oils should have progressed and developed to near commercial state by then and with MSC flogging the environmental benefits for our fuels . . . Boom 💥
There’s your quid 💷
Happy days coming with a reasonably fair wind shipmates ⛴️
I’m more concerned with a report coming out in late October that still references in our chairman’s report a key trial starting in Early October
Our use of language is seriously questionable
🤨
If we get a RNS announcing completion of said trial in coming days well great! But come on QED board you have to manage the information better!!