Aktiesnakken — Februar 2022
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Summary af Lars præsentation: https://ibb.co/Z1v8mBm
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👍
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Fik du set streamen AL ?
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Ja, det gjorde jeg. Det var en god præsentation. Lars har format. Jeg blev ikke mindre overbevist om, at det her bliver godt.
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Alt er on track. De sidste to linjer i skive kommer endda i gang hurtigere end forventet.
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Ramp-up i Kristianssund er on track. Markedspriserne for mechanical recycling er højere end forventet.
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Der bliver konverteret mere end 100 tons plastikaffald om ugen i Skive - bliver godt at se økonomien i det via kvartalsrapporten.
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Stærk pipeline til industriel udrulning.
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Super! Tak for opdateringen.
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Bestyrelsen og ledelsen er meget selvsikre i fremtiden.
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Global interesse for samarbejde med Quantafuel.
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Aktier/middag: Danske Bank siver i højrødt marked
https://www.proinvestor.com/investornyt/775659/aktier-middag-danske-bank-siver-i-hojrodt-marked -
Ja, helt sort er det ikke
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"Vores" første fabrik er jo faktisk i drift og det er fedt, selvom vi ikke er hvor vi skal være endnu, er det da stor fremgang. Og for mig en smule de-risket
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Omkring Skive i sin præsentation var der meget solide udtalelser, vil jeg mene.
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“The volume and figures we see today speaks for themselves”, Lars.
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“The remaining two lines are planned to be ready for operation during the second quarter”, Lars.
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“Stabilizing the operation and removing root causes to achieve higher uptime is ongoing. When we experience a trip or a maintenance issue, which is quite normal in an initial production phase I would say, we must resolve these very quickly to avoid a situation where we loose the heat in this continuous process. If not, we phase a re-heating period before we can re-introduce plastic feed. These re-heating periods have impacted the uptime, but it is causing that the proof of concept timer has to r
79% load på 2 linier er stærkt så tidligt. Oprindelig plan var 1 linie over 90% i Q1. Lyder mega lovendeHello! It looks like you're interested in this conversation, but you don't have an account yet.
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