Grønne Aktier — Maj 2021
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TKN.. godt indspark.. og der vil naturligvis være konkurrence derude.. på den anden side, vil jeg gerne se den konkurrent der har samme partner setup. Tillige, analyse fyren nævner at de andre kunne sætte sig på affaldet.. det er til gengæld helt ude i skoven.. vi producere ca 400 millioner tons plastic affald pr år og det vokser og vil vokse mod 1000 mill tons. Så der er vist rigeligt at tage af. Kender iøvrigt ikke nogen succesful industri, hvor der ikke kun er een virksomhed..
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Glemmer det vigtigste element i sin analyse, hvis du kan kalde det en analyse. Certifikat på "renhed", ingen andre har det i EU, ingen er tæt på og naftaen er det reneste af det rene, alle vil have det, fly og bilbranchen, fødevarebranchen, kemibranchen og energibranchen for at nævne nogle få.
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Enig Mcjean - hvis det ellers var Medium Invest du dissede. De afslørede da lige at de slet slet ikke har gravet nok i konkurrerende teknologi og markedsdimensioner. Ikke at QF er i mål, men lige nu tyder det aldeles positivt. OG at det tager tid ved enhver der har arbejdet med lignende processer
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QF: ABG Sundal Collier sænker kursmål fra NOK 85 til 75. Købsanbefaling beholdes. https://investor.dn.no/#!/Oversikt/Direkte/83672
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20 virksomheder er ansvarlig for 55% af verdens engangsplastik https://industryeurope.com/sectors/chemicals-biochemicals/20-companies-produce-55pc-of-global-plastic-waste-research-reveals/?fbclid=IwAR2q8qb1stAyM7W1VnFZ0_igQNAloz4CfOcqcc3sE5sywo-dJ9ESiFfBDE0
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Fearnley today:
Quantafuel (Buy, TP NOK 95/sh)
Environmental Impact application for Esbjerg site approved
Further to QFUELs positive Q1 update to the market at the end of last week, the company announced yesterday that Esbjerg City Council has unanimously approved QFUELs Environmental impact application for their planned new recycling plant in Esbjerg, with the project consisting of a feedstock pre-treatment plant integrated with a chemical recycling plant. -
Whilst stable and continuous production (on two lines) at Skive is the key trigger point to our mind next up, we view the news as a clear sign that things are being set up for the next plant location. This news also follows key members of the management team (Dr. Christian Lach, deputy CEO and CCO and Kristian Flaten, CFO) buying shares in the company – a strong sign of support for the company’s plans. The market has clearly agreed with us on the 1q21 update and subsequent news, and our view is
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