Aktiesnakken — April 2022
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<br>side 11- The Board has during 2021 held eleven meetings, with additional six resolutions by circulation<br>side 13 Outlook -... in our Kristiansund plant we are increasing capacity on sorting and working on a chemical recycling plant planned to be operating alongside the existing mechanical recycling plant.
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quantafuel notices a rapidly growing interest from major players across Europe that might lead to new partnerships and FEED studies for integrated plants during the next months.<br>side 56 Government grants - It is expected that BtL grant will be used to partly finance the Biomass to Liquid plant to be developed under the Avinor agreement.
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<br>side 60 - Geminor - BV 171,8 mill
<br>side 62 - Note 28 "Collaboration agreement" between BASF and Quantafuel. Total project cost for 2021 in relation to collaboration agreement is EUR 5.3 mill of which BASF covered half, Eur 2.6 mill (2020 BASF covered eur 365.000 of EUR 730.000) -
<br>side 63 note 30 Events after balance sheet date. Quantafuel Skive APS from 1.1.2022. A change in valuation and book value may apply.
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Slut.
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Udgivelsen af regnskabet blev flyttet fordi bestyrelsesmødet "lidt sent" blev flyttet til i går og årsrapporten skal offentliggøres når den er godkendt (fra Lars Rosenløv)
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Tak for updates DT
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Det jeg nok lige primært hæfter mig ved er denne " It is expected that BtL grant will be used to partly finance the Biomass to Liquid plant to be developed under the Avinor agreement."
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Biomass og avinor?
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Det er en aftale fra 2019 http://biomassmagazine.com/articles/16282/avinor-enters-agreement-with-quantafuel-for-jet-biofuel
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Ja, det er noget gammelt noget de rodede i (kan huske det stod i prospektet)
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men åbenbart ikke dødt
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Og så at BASF har dækket 2,6 mio euro til R&D
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ja det er en god slat. Mon ikke det er for at øge renligheden så den matcher BASF's nye specs?
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og meningen at BASF skal være partner på Kristiansund PTL
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Tænker det er en kombination af øget renlighed og så den store opdatereing der skete på linje 1/2 i Q4
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"Quantafuel is expanding the toolbox for future development to include a product range from purified and non-purified pyrolysis oil" - vil det sige, at de planlægger ikke kun at levere den bedste olie på markedet, men nu også vil konkurrere med Pryme, WPU, Agilyx osv. på den 'ringere' kvalitetsolie?
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Det lyder til det
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Måske Vitol hellere vil rense det selv? ved ikke om det er det der meningen med den olie de skal have fra WPU?
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Det er en heeeelt anden boldgade at skulle ud at konkurrere i det felt. Det ser jeg egentligt gerne de mere eller mindre holder sig fra. Vi ved der i forvejen er mangel på virgin oil. At der er flere store mastodonter der gerne vil lancere produkter med virgin oil, men der er for lidt til rådighed af det
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