Quadrise Fuels International Live Discussion

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the_old_trout 08 Jan 2019

Video interview with Mike Kirk on QFI progress and O/O Can’t disagree with that Sagwa, and if I hadn’t already committed to the open offer I’d be piling in to buy some more, just like whoever bought that tranche of over 407k today. We should now at last see some trades going through at above the offer price in the coming days imho. ATB, Tot

Sagwa 08 Jan 2019

Video interview with Mike Kirk on QFI progress and O/O I believe mike came over very well also very confident good interview mike well done and good luck

dustofnations 08 Jan 2019

Video interview with Mike Kirk on QFI progress and O/O

dustofnations 07 Jan 2019

Are you getting involved in the Open Offer? I am interpreting the RNS literally; it seems quite reasonable given the proximity to EoY shutdowns that occur at many companies and institutions.

manu19 07 Jan 2019

Are you getting involved in the Open Offer? created extra time for a positive RNS before closing date ! ?

dustofnations 07 Jan 2019

Are you getting involved in the Open Offer? O/O has been extended to enable a major SHer to transfer the funds. Likely caused by the Christmas and New Year holiday period slowing everything down (e.g. if they needed to liquidate some holdings and haven’t received the funds yet). [link] Further to the Company’s announcement of 7 December 2018, Quadrise announces that it will extend the latest time and date for receipt of completed Application Forms and payment in full under the Open Offer, or settlement of the relevant CREST instructions (as appropriate) from 11.00 a.m. on 11 January 2019 to 11.00 a.m. on 18 January 2019 in order to give Qualifying Shareholders who have not yet applied for Open Offer Shares the opportunity to do so.

the_old_trout 07 Jan 2019

Are you getting involved in the Open Offer? Cheers Fillpot, I made the election in my ISA this morning and hope I get the additional £5k worth. Mid price is now above the offer price so that is encouraging. There seems to be a clear plan to get to commericialisation here without diluting shareholders or Directors, and no-one can argue with that. Let’s hope that the news flow recommences soon after the results of the offer have been announced. ATB, Tot

Fillpot 07 Jan 2019

Are you getting involved in the Open Offer? ToT It certainly does look as if we shall be close to target or over subscribed here. I might just get my 25% extra?! I look forward to us going to the institutions for more cash as in the words of MK on the call, ‘although this OO is the best way to satisfy existing shareholders and reduce dilution. But potential funding of specific projects particularly build own operate (BOO) or back to back produce/consumeMSAR we can then look at debt which will suit perfectly and not dilute shareholders’. The cash is in and I see that the sp has rallied today

the_old_trout 05 Jan 2019

Are you getting involved in the Open Offer? Well I’m taking up my basic allocation in both my ISA and Holdings account. The shame is that I have no spare cash to throw at the excess facility in my holdings account and only around £5k to throw at it in my ISA. As long as the larger holders and Directors are taking part(upon which we have been re-assured) I suspect those who are bidding for excess will offset those who have said they are not taking part. Ergo it should be taken up in full or close enough to get some projects over the line before they go to the institutions for more cash imho. Tot

979matagordabay 04 Jan 2019

HSFO Demand declining Just adding to this thread with this S&B article:- Ship & Bunker IMO 2020: Enough 0.5% Fuel Available at the Right Price Investment bank report joins others in pointing to a higher price for IMO 2020 compliant bunker fuel. In essence enough supply of LSFO will be available at a small premium above current HSFO and costing slightly less than MGO. Longer term HSFO will be cheap as chips. Did I interpretate correctly.

979matagordabay 04 Jan 2019

HSFO Demand declining Posted a couple of links from S&W on LSE:- A total of 11.786 million tonnes of HSFO was traded in Singapore in 2018 over Platts’ market-on-close (MOC) price assessment process, often called the “window”, down 46 percent from 21.935 million tonnes in 2017 and 34 percent from 17.834 million tonnes in 2016, according to data provided by Platts. [link] Come 2020 what are the Russians going to do with this Surplus H.S Crude - [link] President Vladimir Putin has pledged to double spending on Russia’s long-neglected roads over the next six years. That could expand the market for paving-grade bitumen produced from high-sulfur fuel oil. “The overall bitumen market in Russia is 6 million tons a year, and even if it doubles, you could not dispose of all Russian high-sulfur fuel oil like that,” said Scherbakov. Coming to think of it we could fix our own roads with that surplus…… So prediction is that the spread between HSFO & LSFO will be considerable. Having just checked the spread its currently 10% premium. As demand increase do we expect that spread to increase or decrease? The demand for HSFO is diminishing. It looks like we will have a high surplus of HS residuals / Bitumen so demand will be low and supply high which to my mind would translate to low pricinf for residuals thus making the economics more favorable for MSAR. Have I got this right………thoughts welcome.

979matagordabay 04 Jan 2019

Are you getting involved in the Open Offer? Almost a sweepstake. From what I see the OO will be either fully subscribed or very close to it.

dustofnations 03 Jan 2019

Are you getting involved in the Open Offer? Are you subscribing to the O/O? Are you going to use your excess facility? Yes Yes, and with excess facility No 0 voters

stocks 21 Dec 2018

17th December Conference Call: Post-Event Discussion Quadrise Fuels QFI - please read: Investor call Mon 17th Dec Market Discussions A few queries I hope can be rasied in the coming call: Q1: Are Cenkos Securities plc the best Advisors to advise seeing that their company saw 90% pre-tax profit loss owing the the EU regs? How were they nominated/ by whom? How are they equipped to be a positive force in the short-term coming decisions? It is said that if QFI do not gather the required investment, the business could wind down by EO January 2019. Q2: I would like like to also ask about the building move MAERSK was involved… Actually, the crazy pub lady had a few fair points: WEBSITE in the onset of raising FUNDS looked particulary well worth investing into. Investment was raised, suddenly shares slumped after a raised and webiste changed. Investors had a deal to pull out when shares were high, but they fell and stuck and website was changed to reflect a less lucrative company. The new Cenkos Securities plc saw a -90% slump in profits and have been brought into advise. MAERSK House was demolished around the time of inception and I wonder if Stock money was invested and then pulled around that time. JUST A THOUGHT form a crazy pub lady

dustofnations 19 Dec 2018

17th December Conference Call: Post-Event Discussion MK did mention something about chartering HMS Quadrise to trial and get there own LONO as being discounted on costs, that makes sense but couldn’t they go to a shipper and offer MSAR at cost (perhaps even slightly discounted) and make it attractive in that respect, after all the infrastructure for producing the fuel is currently in place, tried and tested at CEPSA I’m sure the refiner would be onboard with that considering longer term sales. Mike misunderstood the questioner, who was asking about a refinery burning MSAR to power their own refinery operations, rather than the idea of chartering a vessel to burn MSAR for a LONO. AIUI, the costs for chartering a vessel, let alone the fuel costs, are way beyond our current funding capabilities. couldn’t they go to a shipper and offer MSAR at cost (perhaps even slightly discounted) and make it attractive in that respect, after all the infrastructure for producing the fuel is currently in place, tried and tested at CEPSA I’m sure the refiner would be onboard with that considering longer term sales. I’m sure the team will offer something like this, I imagine it’s about finding someone willing to take what they (incorrectly) perceive as a risk from a “new” fuel with their engines, and to ensure sufficient bunkering availability. I’m sure if/when we kick something off in the power sector and our financial position improves, more innovative solutions could be offered to incentivise MASR (e.g. indemnity to engine damage caused by MSAR).

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