Aktiesnakken — Maj 2022
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av av til den sidste
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- Progressing with full speed on named projects internationally <br>
- Positive operational cashflow from the plants expected within second half of 2022 <br>
- Skive 2022 production volume target adjusted to be in the range of 6,000 - 8,000 tonnes
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Targeting positive operational cash flow from the plants within
second half of 2022 -
Det må vel være den mekaniske recycling der giver så meget mere når Skive kun når 6-8k i 2022
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Macroeconomic trends are in favour of Quantafuel’s growth plans. Quantafuel continues to
experience high interest from major international companies within petrochemical, refineries, and
fast-moving consumer goods, and even more so after reaching PoC. Also, on the sorting and
mechanical recycling side, we are seeing high demand, supported by increasing market prices for
receiving plastic waste, as well as highly attractive sales prices for sorted hard plastic PE and PP
products -
We have gained invaluable
learnings from the Skive plant and are in the process of finalising the concept design for the next
generation Quantafuel PtL plants, leading up to a first Final Investment Decision (FID) later this year. -
Stepping up in load without negatively impacting stability requires thoroughness and continuous
optimisation. This work will continue through the next quarters with onboarding of the third and
fourth production line in Q2 2022 and Q3 2022 respectively, with the target to exit the year at a run
rate equal to nameplate capacity. Testing has not revealed any need for significant plant upgrades to
reach this target -
Nåh men de Skive holder til 16.000 ton per år. De har bare haft nedetid i Q1. Starter 3 i den sene ende af Q2 og fokusserer på test af forskellige urent husholdningsplast. Skive holder. God thanks!
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ja, desværre ikke rigtigt noget opløftende ellers.
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bange for vi får flere tæsk i dag, medmindre andre i markedet havde forventet værre nyt
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Det er noget af nedjustering på produktionen og det tyder på de har svært ved at få et stabilt højt output. Så igen igen har de været for optimistiske
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samme med AAlborg sorterings linje, som de forventer i drift slut 2022
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Desværre opsummere det meget godt. - Synes nu ikke Rosenløv skal gå
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Vi kan ikke skfite direktør hvert halv år, nu er manden ved at være godt inde i stoffet
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Han er da i den grad ved at få skuden ovenpå indenfor det næste halve år. Jeg tror hans strategi holder. Skive er en pilot og FID PtL 2022 ! Hvor meget mere fart kan man ønske sig med de sten der er blevet lagt i vejen.
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Så længe vi ikke ser konkrete partner aftaler, så kan den deadline blive skudt
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Desuden vil der skulle massiv udvanding til for QF's egen financiering, når vi skal ligge og rode rundt i kurs 10-12 kr
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Finansavisen er klar, sammen shorterne https://finansavisen.no/nyheter/energi/2022/05/13/7865921/seksdoblet-inntektene-bunnlinjen-blodrod
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