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Aktiesnakken — December 2021

Planlagt Fastgjort Låst Flyttet Aktiesnakken
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  • StockBullS Offline
    StockBullS Offline
    StockBull
    wrote on sidst redigeret af
    #750

    I det hele taget kan jeg ikke forestille mig at jeg holder aktien helt ned til 12.5nok så der skal ske noget helt super dramatisk i Qfuel for at jeg mister 2%. Qfuel skal nærmest ryge i 12.5 i på 1 dag for at man kommer i en sådan situation

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    • StockBullS Offline
      StockBullS Offline
      StockBull
      wrote on sidst redigeret af
      #751

      Så set ud fra det synspunkt er risk/reward nok nærmere 1 til 20 for mit vedkommende 🙂

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      • ReservenR Offline
        ReservenR Offline
        Reserven
        wrote on sidst redigeret af
        #752

        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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        • D Offline
          D Offline
          Daytrader_DK
          wrote on sidst redigeret af
          #753

          Hah, godt set @Reserven. Det ligner meget godt.

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          • D Offline
            D Offline
            Daytrader_DK
            wrote on sidst redigeret af
            #754

            Ser ud til at ABG sætter 51% ejerskab af en 100000T fabrik til 10-11 på QF kursen.

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            • D Offline
              D Offline
              Daytrader_DK
              wrote on sidst redigeret af
              #755

              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).

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              • D Offline
                D Offline
                Daytrader_DK
                wrote on sidst redigeret af
                #756

                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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                • D Offline
                  D Offline
                  Daytrader_DK
                  wrote on sidst redigeret af
                  #757

                  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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                  • D Offline
                    D Offline
                    Daytrader_DK
                    wrote on sidst redigeret af
                    #758

                    "

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                    • StockBullS Offline
                      StockBullS Offline
                      StockBull
                      wrote on sidst redigeret af
                      #759

                      Mon ikke de mener 10-11NOK her og nu for hver underskrevet 100.000 ton fakrik. Når fabrikken er oppe og køre kan man regne sig frem til en væsentlig hjøere EPS

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                      • StockBullS Offline
                        StockBullS Offline
                        StockBull
                        wrote on sidst redigeret af
                        #760

                        Var det ikke ABG der tidligere havde target på 100NOK ?

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                        • D Offline
                          D Offline
                          Daytrader_DK
                          wrote on sidst redigeret af
                          #761

                          Det kan jeg faktisk ikke lige huske, mener DB havde 112 NOK

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                          • StockBullS Offline
                            StockBullS Offline
                            StockBull
                            wrote on sidst redigeret af
                            #762

                            Hvad mener de for øvrigt med typical ? der er jo tale om noget helt nyt

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                            • D Offline
                              D Offline
                              Daytrader_DK
                              wrote on sidst redigeret af
                              #763

                              tror de mener den ejer model som QF hidtil har fremlagt at de ønsker

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                              • StockBullS Offline
                                StockBullS Offline
                                StockBull
                                wrote on sidst redigeret af
                                #764

                                Typical kan være et stanbdard diesel anlæg hvor indkomst er en del mindre

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                                • D Offline
                                  D Offline
                                  Daytrader_DK
                                  wrote on sidst redigeret af
                                  #765

                                  det er ejer strukturen de henleder til

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                                  • D Offline
                                    D Offline
                                    Daytrader_DK
                                    wrote on sidst redigeret af
                                    #766

                                    som sætningen også slutter med "but the ownership structure in Dubai may differ from this"

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                                    • D Offline
                                      D Offline
                                      Daytrader_DK
                                      wrote on sidst redigeret af
                                      #767

                                      så typical = typiske ejerskabs fordeling

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                                      • StockBullS Offline
                                        StockBullS Offline
                                        StockBull
                                        wrote on sidst redigeret af
                                        #768

                                        jo, men de skriver ikke noget og det er virgin oil eller diesel og der er jo en mega forskel på indtjenings potentiale

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                                        • D Offline
                                          D Offline
                                          Daytrader_DK
                                          wrote on sidst redigeret af
                                          #769

                                          klart

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