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Velocys Share Discussion Threads
Showing 3801 to 3824 of 3825 messages
|gac141, if it is of any consequence, I suspect that there will be legal challenge to this latest stamping of feet - from what I have seen so far, Mr Trump has a pygmy intellect and a mendacious and very dangerous man. As for his ridiculous hairdo......
The bloke is an idiot. His "policies" are falling at the first hurdle and I would not be surprised if his attempts to bully legislation through Congress will simply be like wading through molasses.
I doubt if he runs full term - nepotism is pretty evident to me and his inability to distinguish between fact and fantasy is almost hilarious. My money is on Michelle Obama standing against him next time.|
|I just wanted to give some prospective to the current “Chat” about out illustrious Donald T and his executive order.
I do not think that he will impact on our business as I think we have a strong and robust technology that will endure all that “He” can try and change..
I have some bullet points I would like to share with you through my own investigations.
•The Renewable Fuels Standard remains current until 2022, after which the Environment Protection Agency (EPA) has the ability to set its own mandates. Its future is pretty secure; recent actions by the administration such as Secretary Pruitt’s approval of the 2017 Renewable Volume Obligations(RVO) , and word in DC, provide a consistent view that a repeal of the RFS or significant modification of the RFS cellulosic fuels mandate is highly unlikely , since it stimulates employment creation especially in rural states and improves U.S. energy security.
• The 2017 RVO mandate was set for 312 million gallons on just March 21, 2017.
•President-elect Trump campaigned as a strong supporter of the RFS and despite concern by some of his nominee for EPA Administrator Scott Pruitt, Governor Brandstad of Iowa was recently quoted as saying "First thing Trump told me is don't worry about him he's going to be for ethanol... I think that was a condition that he laid out when he appointed him."
•On RFS’s – take into account republican supporters of the RFS are in key congressional positions - John Shimkus senior member of House Energy and Commerce along with Joni Ernst, Mike Rounds, and Deb Fischer are on Senate for Environment and Public Works (EPW)- The leadership will be looking to promote and compromise legislation that amends rather than repeals the RFS.
Taking all into account and with sound information….I believe Velocys position in the world is unchanged and the future is as exciting as it ever has been.|
|Certainly seems to have support here, EJ. For time being.|
|My timing still sucks..... this time next year, Rodders, eh?|
|Good to see a steady stream of buying today.|
|A good run of 3 GTL speakers after the PM coffee break on day 1 so hopefully delegates will be awake plus have less accumulated hangovers and Neville's talk presumably just before bar presence is exercised i.e. will be fresh in peoples minds. Not a bad slot IMHO.|
|Gastech 2017 - Japan.
Velocys has been to Gastech over several years but this year it is different!
For the first time in our history we have been selected to present a technical presentation at the main conference on ENVIA... it looks like the world is definitely interested in what we have achieved at East Oak..Well done Velocys!|
|EJ, indeed the USA comprises only 4.5% of the world's population, although admittedly more than that of the world's wealth and power.|
|Understood GAC.I'm highlighting risk. I think it could be relevant for the following reasons:1. Red Rock received government funding. Perhaps this will dry up limiting future projects? On the other hand, the funding came from the Pentagon so this may do better given the increase in funding for the military demanded by Trump.2. Velocys is reliant on RIN and LCFS credits as can be seen on the presentation you posted:http://www.velocys.com/press/ppt/ABLC2017_Velocys_web.pdfLCFS are Californian (so seemingly protected), but Trump is certainly contemplating changes to RIN:https://www.bloomberg.com/news/articles/2017-02-28/trump-said-to-consider-biofuel-plan-between-icahn-ethanol-groupNot sure whether this will affect Velocys. GAC - can you contact IR?|
|Double bottom anyone ??|
|What you have to realise MusardDJM is that firstly Trump certainly does not get his way on many of his plans ; seen already and he probably won't on this.
Secondly we are going to produce highly valuable waxes and other products not just bio diesel...something people on this board routinely forget. We do not sell ourselves as the salvation of the planet.
Thirdly we help people monetise stranded gas and turn it into something valuable.
Forth We do not rely just on Trump and the USA for our future business.|
|Yes I agree.. this could head up to a 100p+ very quickly with the right sort of news.........
make your own decisions...|
|Maybe time to add or buy a few now the price has dropped back and taking a breather. It got to 100p in quick time, so more likely to restart the northwards trek than to fall any more, IMHO. (I'm still holding.)|
|I think results will be early April..Maybe some good news before that???|
|gac141. I agree and think VLS are better focusing on FT waxes/diesel/jet fuel. this also has the potential of pulling in new investors with a sustainability angle.|
|Further to my post 139 which I copied from iii site.
I have done my own digging on this and my response is as follows.
Velocys have published a summary of their strategy, and it doesn’t mention drilling fluids.
I have heard that they are certainly capable of producing high-quality products suitable for that market, and it may be something for the future.
However it is my belief and understanding that they are focusing on markets where they see a more compelling case for multiple plants in the short term, namely waxes and renewable jet fuel and diesel.
This is most definitely a very exciting time for all long term holders and investors. Traders will make some money but it is my belief that the investors will make the most gains.|
|What do people think of the operational costs vs revenues? How attractive, or otherwise, are these in this industry?|
|thanks gac141. interesting slides.
1. shows how reliant on RINs etc so plant funders need to have confidence that Govs won't row back on these. or feedstock has to be cheaper e.g. gate fees for waste
2. red rock being mentioned suggests maybe that it is getting a bit closer ?
doubtless Gloomy will have something to say on this...;)|
|In case you have not seen..
|The Govt did say some months ago( Originally May/June I think) that they were doing a study on it....
|I wonder if the budget will contain good news about RTFOs?|
|Waxes can be used in many ways-
To name a few..And new ways are being developed all the time.. It is definitely not too late.|