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I agree, IMO we are still many months away from significant progress, on the ground, in Utah.
QED rising probably due to expectation of major announcement on MSC fuel trial as well as potential commercial contract in Morocco in not too distant future.
"Dont worry guys....jm and the team have put huge work into this and they wont sell for pennies."
JM and the team will have little say in the matter due to their pitiful shareholdings.
Great to see the continued upward move this am, let's hope it continues and grows.
Hypothetically speaking, if on Monday there was a hostile takeover bid for QED with an open offer to buy your shares @ 10p. Would you sell some, none or all?
I know the potential is there to go higher but bird in the hand and all that????
Well, despite the strong and now sustained run there are still many paper hands selling out. It beggars belief why anyone would sell under such momentum and still to realise potential but hey ho, nowt like folk.
This is exactly what I hoped for, a good run prior to news release, so any future multiple gains will happen from a much better starting point. I'm holding firm, no one's getting my shares at this stage. The more that do the same, the more likely the run up will continue??
On the AIM top daily risers chart again! All good for bringing new eyes to the stock. The excitement since the AGM is very indicative of just how bad a place we LTSHs have been in.
Had we been told 18 months ago the SP will be 2p, we would have been distraught but having been to much darker places, 2p now seems great.
Oh the highs and lows of long-term Quadrise involvement...
They also seemed a bit flustered when it was pointed out to them, (they would know already) that if Valkor cash did not materialise cash would run out Q1.
Maybe as you say, they are arranging further finance alongside the agreement but could not say anything at this point, which left them fumbling for a response??
Or is that just my wishful thinking?
Not surprised to see continued upward pressure on the SP but I find it strange that anyone would want to sell at these prices after the bullish statements at the AGM.
The confidence behind the expected December announcement was refreshing, (no woolly "imminent" or "in the coming weeks/near future" etc.). This coupled with the mention of a re-rate for the SP when it's announced who we're working with, all leads me to expect a potentially significant rise to come. Why sell now??
I disagree, they should let the significance of any announcement sink in and allow the news to spread, hopefully driving up demand for shares and with it the SP. If they can get the SP to 4-5p on the back of the "tripartite agreement news", then if required they could look at best financing options from there. At that time it may be much easier to arrange a bank loan, venture capital or a private placement as a more cost-effective way of raising any further funds? required.
Good to see those who supported the latest fund raise at least get back to the offer price. I hope they, like the rest of us LTSH are rewarded for their support. Should the MSC trial fuel production agreement details actually be declared before the year end, I would expect the SP to move above 4p initially.
We may be in the last few weeks of being able to buy QED at these ridiculously low prices. As I've said before, I have more than enough shares and although tempted by the potential short-term gains which could be available, I am comfortable with my current holding.
For those yet to dip their toes in, or seriously considering topping up their QED position, now could be a great time to buy. Obviously, no guarantees and a failure to deliver on the expected December announcement could see the SP tumble again. As ever, "you pays your money and takes your chances"
There was brief mention of an investment bank becoming involved. If Shell are the mystery 3rd leg on the footstool, (there was mention of a SP re-rate on announcement) then I would expect it to be much easier to raise capital from other sources.
Another surprise for me was that BioMSAR feedstock is cheaper than oil residues. If so the BioMSAR could end up cheaper than MSAR to produce, which if then sold at a premium due to greener credentials, could be far more profitable?
Also, does our Chairman not possess an alarm clock? had the appearance of getting out his bed at 11.50 this morning. Or maybe he reversed through a hedge in the car park for a short cut to the meeting?
"I read the above as commercial partners being a source for funds instead of going to the market. Do others interpret this differently ?"
I didn't HF, I read it as They're stumbling about in the dark hoping someone will agree to join in their science experiments on a larger scale. "A structured process" all sounds good but means nothing to me.
Before we have one contract for MSAR we muddy the waters by introducing BioMSAR which is bound to take the potential client's eyes off the MSAR offering. Now before we have sold a drop of BioMSAR, we're tempting potential customers with a future BioMSAR Zero. We seem to be a great R&D company with next to no business acumen and to base the company's future on speculation that another company can raise finance for their projects is more evidence of the head buried in the sand, (or science lab) approach to achieving commercial success.
For me, the sooner the company is bought out by a professional organisation the better.