Oxford Catalysts Share Discussion Threads

[gac141] 06/2/2013 10:38

If anyone doubts the caliber of the partners we have and their capability to scale out business- Then see what Ventech are up to..

[dmor] 04/2/2013 12:00

good question craffert - i know Linc are big in coal to liquid with the Chinese but ...?

[hawkwind4] 03/2/2013 22:32

WES1 1318-1332. If this is what is happening then is this not criminal and a disgrace. Sounds like this is could be an ideal opportunity to reduce world wide fuel costs for a long time to come and reverse out of control debt Come on OCG make the call we owe it to our futures and our children and we all can make a few bucks along the way.

[craffert] 03/2/2013 20:40

worth a read....



Is Linc a customer of OCG?

[dmor] 01/2/2013 17:37

strong end to week hope period consolidating the rise is complete and will pass £2 next

[gac141] 31/1/2013 17:29

Jdb2005 we are on the threshold of something very significant in the history of OCG- If it comes good and personally I think it is when (and not too long) that we will see the years of effort being rewarded.

[jdb2005] 31/1/2013 15:54

gac that is really optimistic but as OCG is leader in its field you can see it at least advancing quickly towards £3 by September. We know that a few more orders will lead to higher uptake of their GTL technology.
I share your confidence in their mgt team after listening to CEO's presentations to the Oil & Gas Leaders.

[gac141] 31/1/2013 12:14

The Management team are the best I have ever come across. Very well grounded indeed and highly focused on the goals. This is already a winner for me but I expect to see this be a multiple of where we are over the next three years. A couple of years ago I stated that I thought this would hit £10 over the next 3-5 years. I believe I will be proved right.

[yachtie8078] 31/1/2013 11:54

Nice tick up :-)

[jdb2005] 31/1/2013 08:39

Thanks for update gac - confirms that CEO has some interesting developments under way. New personnel will take a while to have an impact but existing management team have the bit between their teeth.
Think we will not have too long to wait for news.
Decided to add more OCG this morning.

[gac141] 30/1/2013 12:13

This just out....
OCG SpeedRead
January 2013

OCG is the only smaller scale Fischer-Tropsch (FT) provider to be announcing selection for commercial projects, so it is little surprise that we ended 2012 with an oversubscribed fundraising, achieved under difficult market conditions. The £30.6 million share placement is a huge vote of confidence in our technology and potential. We are delighted by the very significant support received from existing shareholders, several new major institutional investors and our new strategic investor, Ervington Investments, owned by Roman Abramovich. These funds will allow us to accelerate forward, consolidating our market lead and driving the commercial roll out of our technology. The markets are beginning to appreciate our potential – OCG stock has been the best performing share in the AIM 100 over the past 6 months (up 161%). 2013 promises to be a landmark year for our business.

Roy Lipski, CEO
What's new?

Ventech Collaboration
After working closely together for over a year on the design of a fully integrated, shop fabricated, modular Gas-to-Liquids (GTL) plant, in November OCG solidified its relationship with Ventech by entering into a series of agreements. As a result, OCG's US-based subsidiary Velocys has become Ventech's preferred supplier of FT technology in North America, and Ventech agreed to place an order by 29th March 2013 for a set of FT reactors for use in the first commercial modular GTL plant. Furthermore, through Ventech Project Investments LP, $200 million was made available to make equity investments in energy projects, including co-investment in GTL plants.
GreenSky London Progress Update
As a follow-up to our selection in July 2012 as the sole FT supplier for GreenSky London and future sustainable jet fuels plants developed by Solena Fuels, in November British Airways (BA), a partner in the GreenSky project, announced several significant milestones. BA confirmed its commitment to purchase the sustainable jet fuel produced by the plant for ten years, a contract worth $500 million (£315 million) at current prices. They also confirmed that consent work has begun on the site for the plant, Pre-Front-End Engineering and Design work has started, and a target production date of 2015 has been confirmed.
Mourik Agreement for Commercial Catalyst Handling
In November we announced the signing of a service agreement with Mourik LP to provide catalyst handling services for commercial FT reactors. The replacement of spent catalyst with fresh catalyst every two to five years is required for all FT technologies, and we are very pleased to be working with a worldwide leader for this vital activity as we ensure our readiness for commercial roll-out.
£30.6 million Share Placing
As already mentioned, in December, OCG was pleased to announce the successful placing of new shares to raise approximately £30.6 million. The oversubscribed placing had significant support from existing shareholders, several major new institutional investors and a new strategic investor. The naming of the new strategic investor, Roman Abramovich's Ervington Investments Ltd, at OCG's Shareholder's General Meeting on 3rd January 2013 attracted widespread media attention. See 'In the press', (below).
On the conference circuit

Steve LeViness, FT Product Manager, presented at Energy Frontiers International Gas-to-Market & Energy Conversion Forum on 22nd October in Houston, Texas. His talk was entitled "Opportunities for Modular GTL in North America".

On 12th December, Tad Dritz, Business Development Manager, presented at the Pemex - World Bank GGFR Gas Utilization and Flare Reduction Workshop held in Veracruz, Mexico.

In addition, Neville Hargreaves, Business Development Director, represented Oxford Catalysts Group in a panel discussion at the World GTL Congress in Doha, Qatar, 13-15 January 2013.

Coming soon:
We will be presenting at the Natural Gas Conversion Symposium (NGCS) in Doha, Qatar that runs 2-7 March 2013.
In the press

The Group received wide coverage from the UK national print and broadcast media in early January 2013 following the announcement that Roman Abramovich's company, Ervington Investments Ltd was OCG's new strategic investor.

Neville Hargreaves, Business Development Director, was interviewed by BBC South Today and BBC Radio Oxford. The news received coverage in The Times, The Financial Times and The Sun (UK's most widely read paper), amongst many other UK national papers.

On 5th January, The Financial Times ran the article "Abramovich invests in 'gas-to-liquids' in UK. Roman Abramovich, the billionaire owner of Chelsea Football Club, has invested £5m in a small UK technology company that specialises in..." (Full article for registered subscribers).

OCG's shares continue to be featured and recommended in the investor media; for example see Red Hot Penny Shares in December and Small Company Share Watch in January.

During the past quarter, OCG, Gas-to-Liquids and Biomass-to-Liquids continued to attract wide coverage in the technical and business press:
Roy Lipski is quoted in an article that appeared in Forbes entitled, "Gas-to-Liquids Plants: No Longer Exclusive to Larger Players", on 17th January.

A feature article discussing OCG's collaboration with Ventech entitled, "Modular design of smaller-scale GTL plants", appeared in the Q1 2013 edition of Petroleum Technology Quarterly.

Roy Lipski was interviewed by World Gas Intelligence in Vol. XXIII, No. 51 on December 19th headlined "Small GTL's Market Reach as Great as Opec's, UK Firm Says".

On 20th November, Biofuels Digest asked "Little Big Tech: Can Fischer-Tropsch technology work at smaller scale?"

Company news

OCG continues to expand as we ramp up activities related to the commercial roll-out of our technology. New employees include Brian Cody (Senior Business Development Director) and Matt Davis (VP of Manufacturing) in the USA and Louise Gould (Marketing Manager) in the UK.

[gac141] 30/1/2013 11:37

There are those that question how competitive Compact GTL is with or own technology- Here is a post today on another website that clears this up in my opinion.

"Everything I have seen from CGTL suggest that they are not a main competitor. I attend as many conferences as I can and I also check their commentary in their announcements and website.

Last year at the Gastech event they emphasized that their product enables them to deal with associated gas and the specifically talked about return on investment that comes from incremental economics- Thus the benefits to the Oil industry of improving oil production as opposed to the economics of GTL conversion alone.

It must be taken into account that what they say about their costs and productivity of their operations and plants, it seems highly likely they are targeting niche positions where their technology can make a financial return on oil production and certainly not "Shale Gas"

With this in mind I do not feel worried or threatened by CGTL and it would appear that OCG may be the world leader in its field." Investmaster

[fern5] 29/1/2013 17:26

Thanks dmor, Wes

[wes1] 29/1/2013 06:47

Fern5
Taking just one project for starters - Solena and British Airways have been working together for the last four years on "GreenSky" that has the aim of converting London's MSW to jet fuel by using Solena gasifier and FT.

Stage 1 - the Solena gasifier heats MSW to 5,000 degrees C. At this temp MSW melts and then disintigrates - forming Syngas. (no incineration)
Stage 2 - FT is used to convert syngas to fuels.

Selection of "Best of Breed" for FT was undertaken by Fluor on behalf of Solena/BA.

They have done all the work and decision making - if it is good enough for them it should be good enough for others in the pipeline
They chose OCG
(Rentech was one competitor that I know of for sure but I assume all other FT technologies were looked at for this £200million project)

No one company will get a monopoly but OCG will get more than enough (IMO)

Assuming London is up and running smoothly then Solena has already agreed to use OCG elsewhere (Rome, California Stockholm etc)

[dmor] 28/1/2013 20:49

they are beginning to use OCG products Fern5 ( see advfn news section - leading American supplier of oil based products , Gazprom in Russia and British Airways in this country etc ) and the only real competitor is CompactGTL ( also based in Oxford ) although as their system is based on considerably larger gas to oil processing chambers they target a slightly different market

[fern5] 28/1/2013 17:56

Thank you all for the great welcome!

Super and Wes, clearly OCG could help russia, america, et. al resolve this problem. Two questions, how likely is it that they will use OCG products and secondly are there any competitors to OCG?

[supernumerary] 28/1/2013 13:30

Interesting report front page on the FT today - do these guys like burning dollar bills by the million?

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Shale gas boom now visible from space

By Ajay Makan in London and Ed Crooks in New York

Oil companies at the heart of the US shale oil boom are burning off enough gas to power all the homes in Chicago and Washington combined in a practice causing growing concern about the waste of resources and damage to the environment.

The volume of unwanted gas being flared off in North Dakota, the state leading the shale revolution transforming the outlook for US energy, rose about 50 per cent last year. The surge at the state's Bakken formation is being replicated in other shale regions with the Texas state regulator issuing 1,963 permits to flare in 2012, more than six times the number of 306 in 2010.

The rapid increase has made the US one of the world's worst countries for gas flaring. The volume of gas flared in the US has tripled in just five years, according to World Bank estimates and is now fifth highest in the world, behind Russia, Nigeria, Iran and Iraq.

The flaring is a result, in large part, of the low price of natural gas in North America, which can make it uneconomic to build pipelines and tanks to handle the gas released by oil production. Flaring is often the safest way to dispose of it.

[continues...]

[gac141] 28/1/2013 13:26

I can vouch for that- They have always been very kind and helpful to me!!!!!!!!!!

[dmor] 28/1/2013 13:09

should it interest Fern5 i once asked a question by email and OCG sent a polite and informative reply - private investors aren't always treated like this !

[arf dysg] 28/1/2013 12:31

gac141, I feel that I've come quite late to the game. I noticed OCG a few years ago but only bought in recently. The potential was always huge (What? They make OIL? Licence to print money!) but now they have some actual contracts it all starts to look very real.

[gac141] 28/1/2013 11:34

Now that is very funny Arf Dysg. You have been here a long time so you know the potential here....

[arf dysg] 28/1/2013 10:40

So you're not afraid of the sky falling on your head? :)

99p by christmas!