Aktiesnakken — December 2021
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Copy/ paste fra facebook: "Quantafuel formalised the MoU and names partners
Yesterday during trading hours, QFUEL announced that it has signed the previously disclosed MoU. It also disclosed the partners which are Dubal Holding (100% owned by Dubai Investment Corp, the 10th largest sovereign wealth fund in the world with USD ~270bn in assets) and Enoc Oil (oil company 100% owned by the Gov. of Dubai). -
It also stated that Saipem would be its EPC partner on these plants. The United Arab Emirates has announced a net zero ambition (2050) and has plans to develop a 1.9mtpa waste-to-energy project to be commissioned by 2024. As we understand it, QFUELs contribution would be one or more P-t-L (Plastic-to-Liquid) plants within this project.
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Hence, the timeline could be similar. While this is only a MoU, we understand that it has started to mature plans including investing areas to establish the plants. The partners look very financially robust with high ambitions and hence appears to be a credible growth arena in a new market for QFUEL. On our current assumption, a typical 100.000 tpa P-t-L plant is worth NOK 10-11 per share (51% share) , but the ownership structure in Dubai may differ from this. (ABG)
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"
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Det kan jeg faktisk ikke lige huske, mener DB havde 112 NOK
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tror de mener den ejer model som QF hidtil har fremlagt at de ønsker
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det er ejer strukturen de henleder til
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som sætningen også slutter med "but the ownership structure in Dubai may differ from this"
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så typical = typiske ejerskabs fordeling
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klart
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Jeg har solgt en blok mere. Ingen opfølgende artikler hvor det bliver uddybet. Så kommer den til at nærme sig 30 igen indenfor et par dage
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jeg solgte halvdelen i går og regner med samle lidt op i dag
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NPV skal også gerne stige mere end 10kr per ny fabrik der er opført
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Med forventningen om PoC rundt om hjørnet kan jeg ikke se hvorfor aktiekursen ikke skulle stige så småt op mod nyheden ..
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