Quadrise Fuels Share Discussion Threads

[kreature] 11/12/2015 15:21

pcjoe.......residue is not to be disposed of. they bung on the roads. No interest in the first dedicated fuel water emulsion engine then?

[argyll eagle] 11/12/2015 15:07

Yodhaha

I thought you had me filtered. lol

As if you could.

[tradeyodha] 11/12/2015 14:54

My view:
Please dyor

[tradeyodha] 11/12/2015 14:38

BTW, 15p as predicted against all RNSs/AGMS/NEWS/HYPE bullsh*t. Except for two minor trades, all of my QFI trades have been multi fold profitable so far.

To all who were were saying "In Your Dreams":- you carry on "Hope and Pray" and I will keep on making money while dreaming. :)

[argyll eagle] 11/12/2015 14:19

PC

You are correct about the residue having to be used in the most profitable way. Also, every tonne of crude that the Saudis burn carries a huge opportunity cost, i.e. the lost profit from that crude being refined. The Saudis have awakened to that fact and they are increasing refinery capacity so that they can produce and export more refined products rather than crude. Problem is that the new refineries are geared to complex refining resulting in the wrong type of residue for msar.

[pcjoe] 11/12/2015 13:52

Re Saudi project - a bit of a puzzle re why they still produce HFO for electricity production ( hopefully to be soon substituted by MSAR) - Given that they can produce crude so cheaply ($20 per barrel out of the ground?)- Why not just use 100% crude for elec production?

Only reason I can think off is that residue is valued at zero production cost (just viewed as waste product of refining process?) & has to be disposed of somehow - with possibly the HFO/MSAR elec production route as best solution for disposal/value add on? - all as opposed to road building products etc

Oh and burning residue product seems obviosly more prudent & less wasteful than burning the family jewels which is crude.... - maybe some longer term thinking going on?.

one for IR maybe

[argyll eagle] 11/12/2015 13:07

Yodhaha

If you want everyone to do their own research, why are you always trying to provide them with yours? You wouldn't be trying to influence the share price would you? LOL

[tradeyodha] 11/12/2015 12:08

Added half size Long Position. This is due a possible bounce now. Please dyor

[kreature] 10/12/2015 22:00

Sept 2015

combined EGR and 'water emulsified fuel' :



A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;A532;
page11

Man / Kawasaki diesel engine running on 'water emulsified fuel'
'Water in Oil (W/O) Emulsion'

[pcjoe] 10/12/2015 18:48

& all very expensive no doubt - I heard that there maybe a very good, very viscous and pretty cheap fuel coming to the market soon - forget it's name though....

[kreature] 10/12/2015 17:56

P.14

'Which Fuel, Oil or Gas?
Now more that 10 % of our order backlog are GI types We have Methane, Ethane and Methanol engines.
Why consider other fuel than HFO ?
Price or to control CO2, SOX and NOX ? Which is most important?
Can or should new technologies be retrofittable ? Will other fuels be available ?'



P.36

'New Fuel Types < 0.1% Sulphur
A range of new low sulphur fuels has been launched.
These new types are not just distillates, but new blends with:  Higher viscosity than distillates.
 Might contain cat-fines (Al- & Si-oxides).
 Some have high pour point.
 Compatibility to other fuels?

[pcjoe] 10/12/2015 15:53

cheers salad - was re-reading the rns 7 was thrown but the plural ref - The AGM obviously cleared that one up

[kreature] 10/12/2015 13:55

I thought that the whole idea of delaying the start of the LONO program......was to avoid the more costly batch production approach/?

[sallad3] 10/12/2015 13:53

pcj

The AGM said one Wartsila engined boat refueling every month for LONO followed by MAN boat. Therefore not continuous production.

[kreature] 10/12/2015 13:41

They? are probably going to look more like this if we have to wait much longer for the full commercial roll-out IMO

[sallad3] 10/12/2015 13:38

AE

They? Pray tell us who is/are "they".

[pcjoe] 10/12/2015 12:37

This from update re Lono contracts signed

"This will be followed by installation and commissioning to enable Marine MSAR production and supply to participating Maersk vessels as early as possible. Since these vessels will be operating a regular commercial service, the MSAR fuel loading will be determined by their operating schedules. It is anticipated that LONO approvals will require around 4,000 hours of engine operations equating to a trial duration of approximately 9 to 11 months from MSAR fuel availability."

Probably not news to most here, but just twigged myself - "Vessels" (plural) are referred to for the Lono test - unlike the solo vessel POC test - Now if i remember right, the initial lono is only being carried out only on the engine from one major manufacturer - Wartsilla I think - But as "Vessels" (plural) are involved, then surely the Lonos are being carried out on a range of Wartsilla engines? - or are other more obscure manufacturers engines involved as well?

The MMU will likely be a 1k Tonne/day unit - can we look forward to that MMU working flat out over the Lono period & a subsequent 365 day x $10per T (guess)
addition to our bottom line over the course of the Lono? - approx 6 months? - this would equal about approx $3.5 mill - Is this possible if several vessels involved?

Just passing the time of day........

[argyll eagle] 09/12/2015 23:48

Sallad

They sent you a message, they know the R & D facility is not in Harwich.

[gaz6666] 09/12/2015 19:16

Barony go fluck yerselve

[argyll eagle] 09/12/2015 19:09

Sallad

You use so many usernames that it's hardly surprising that occasionally someone may get one wrong. Do you know what has happened to Adoubleuk? I fear the poor fellow may have drunk himself to death.

And you never tell lies? By claiming that I think you told one. lol

[kreature] 09/12/2015 18:22

They should really update the websites, the photos look out of date imv

[sallad3] 09/12/2015 14:40

AE

You seem to be posting a lot on the LSE board and adding to the confusion on what will affect the economics of MSAR.

You might help some of the more numerate readers by sending them to:
www.statoil.com/en/InvestorCentre/Presentations/Downloads/Refining.pdf

and then updating the prices from the eia.gov website
eg www.eia.gov/dnav/pet/pet_pri_refoth_dcu_nus_m.htm

Also do tell them I am not adoubleduk

[tradeyodha] 09/12/2015 10:56

yes sallad. That is correct that is my opinion too. I have seen indications in past few days that 10p/9p could be on cards. At some point in last week I also got an indication of 6p too which coincides with my old chart from Nov 20 as below. So as soon as 14p level is broken I will go with full short position. Just my opinion.



Please dyor