Aktiesnakken — Februar 2022
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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
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reset. So when these events happen we kind of start all over again on our attempt to make proof of concept. The criteria we have sat for reaching proof of concept is tough, but we will continue convert plastic waste on a daily basis and despite it takes longer than we had hoped the stability is improved week by week. That said, there is no doubt that the setup in Skive is working and based on the learnings we have in Skive, Quantafuel management and board of directors are now confident in
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continuing the planned plastic to liquid projects.”, Lars.
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Jeg er blevet langt mere rolig efter dagens udtalelser, det er professionelt arbejde af ledelsen for første gang i laaaannng tid, det giver mig ro i sindet, og jeg kan sove trygt om natten med mine mange QF aktier. Er fortrøstningsfuld omkring at de nok skal give stor profit indenfor de næste 2 år.
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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