Aktiesnakken — December 2021
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Formuleringen af MOU kunne have været bedre men det er stadig en god nyhed da mængden indikere det er mindst 200,000 ton fabrik mere som potentielt er færdig i 2024. D.v.s 6-7 fabrikker i 2024. Den forsigtige investor kan selvfølgelig afvente at Skive får produceret de 12,000 ton i 2022 som de har lovet og hoppe ind omkring kurs 100. Den mere spekulative type er allerede med fra kurs 25 niveau inklusig migselv
Jeg er vel inde med ca. 4% af porteføljeg så selv hvis Qfuel går i kurs 12.5 -
mister jeg kun 2% af min portefølje. Rykker Qfuel i 300 inden 2024 snakker vi lige pludselig +20% af porteføljen - kommer selvfølgelig an på hvordan porteføljen arter sig næste 3-4 år men ud fra risk beregning snakker vi 2 til 20 forhold . Miste max 2% versus potentiel gevinst på 20% stigning af porteføljen sådan i runde tal
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På tidsindeks 00:23-00:24 i videoen https://dwmc.ae/watch-45-of-dubai-waste-treatment-centre-worlds-largest-waste-to-energy-project-completed, oppe til venstre i blå skjorte med briller, en som ligner veldig på QF COO Terje Eiken, samme frisyre og hårfarve https://resources.mynewsdesk.com/image/upload/jh30tvnilzhx323iej3p.jpg
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Hah, godt set @Reserven. Det ligner meget godt.
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Ser ud til at ABG sætter 51% ejerskab af en 100000T fabrik til 10-11 på QF kursen.
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Copy/ paste fra facebook: "Quantafuel formalised the MoU and names partners
Yesterday during trading hours, QFUEL announced that it has signed the previously disclosed MoU. It also disclosed the partners which are Dubal Holding (100% owned by Dubai Investment Corp, the 10th largest sovereign wealth fund in the world with USD ~270bn in assets) and Enoc Oil (oil company 100% owned by the Gov. of Dubai). -
It also stated that Saipem would be its EPC partner on these plants. The United Arab Emirates has announced a net zero ambition (2050) and has plans to develop a 1.9mtpa waste-to-energy project to be commissioned by 2024. As we understand it, QFUELs contribution would be one or more P-t-L (Plastic-to-Liquid) plants within this project.
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Hence, the timeline could be similar. While this is only a MoU, we understand that it has started to mature plans including investing areas to establish the plants. The partners look very financially robust with high ambitions and hence appears to be a credible growth arena in a new market for QFUEL. On our current assumption, a typical 100.000 tpa P-t-L plant is worth NOK 10-11 per share (51% share) , but the ownership structure in Dubai may differ from this. (ABG)
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"
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Det kan jeg faktisk ikke lige huske, mener DB havde 112 NOK
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tror de mener den ejer model som QF hidtil har fremlagt at de ønsker
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det er ejer strukturen de henleder til
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som sætningen også slutter med "but the ownership structure in Dubai may differ from this"
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så typical = typiske ejerskabs fordeling
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