Velocys Share Discussion Threads

[goodgrief] 31/1/2017 12:13

Keep on going up like this and management will have to issue an RNS to say that they know of no reason why the share price has taken off vertically!! :)

[realfreeloader] 31/1/2017 12:04

Per my previous post 3580 apologies if it sounded flippant about PI,s. Some regular LTH here obviously have a vast amount of knowledge about this company, I have DMOR and have learned a lot from other posts TY, but there are so many aspects to this now that I have no knowledge about, so am tucking away long term.

[gac141] 31/1/2017 11:34

I am certainly holding for the long time. This has plenty of potential from here.

[fern5] 31/1/2017 11:32

didn't see your message until I'd sent mine Fluky.

Would you be up for the analytical challenge?

[fern5] 31/1/2017 11:30

I think what we need to analyse and understand is 1) what is VLS producing that they aren't and 2) where the products are common what is their quality/cost effectiveness of production as compared with VLS.

TRI will hopefully use the outputs of 2) to determine who they use (bearing in mind existing contractual arrangements and so forth). If VLS quality and cost effectiveness is more favourable then forget 89p, it will be a multitude of this. No ramping intended. DYOR

I'm not qualified to do this analysis, anyone want to take the challenge?

[realfreeloader] 31/1/2017 11:26

Too risky to sell now IMO and get caught on the wrong side of the bet. Switching off and will just look at closing price, rather than fuss over every sale and buy. To be honest if you have done your research why assume anyone else has a better idea than you about the correct value for this share. I will not be selling until I see one of the big II,s or RA offloading, assuming they have far more access to up to date info on the progress of the company than any PI. GLA

[fluky] 31/1/2017 11:23

Emerging Fuels Technology FT technology is less sophisticated than the Velocys one. They use a less active catalyst, which is still more active than the Shell one, and a more classical multi-tubular reactor. Juniper GTL also uses EFT's technology
By the way I mentioned in my post #3508 that Fulcrum Bioenergy uses TRI's gasification technology...

[gac141] 31/1/2017 11:22

Not 100% but don't think they can make waxes. They do base oils and lubricants.

Velocys offers a much better alternative.

[fern5] 31/1/2017 11:11

anyone done analysis of VLS outputs vs Emerging Fuels Technology?

[gac141] 31/1/2017 11:05

Currently Emerging Fuels Technology....

[sheep_herder] 31/1/2017 10:42

Who supplies Fulcrum with their FT tech currently? Or is it done in house?

[fern5] 31/1/2017 10:17

Nice find gac

[gac141] 31/1/2017 09:57

Further to the above..

Fulcrum Bioenergy and Cathay Pacific signed an agreement in 2014, helping the airline meet its biofuel supply targets, with a purchase of 375 million gallons of biofuel over 10 years.

I see Fulcrum Bioenergy is a partner of TRI.... hmmm make of that what you will....

[gac141] 31/1/2017 09:45

Oh BTW thank you Mick33- A very useful find!

[gac141] 31/1/2017 08:47

The market is clearly expecting good news on at least one front (ENVIA) but I have a sneaking suspicion we may be pleasantly surprised in other ways too....

[beeezzz] 30/1/2017 22:52

EJ....Thanks for your analysis....will we get new highs me wonders. RA having a considerable holding, lack of free float could see share price squeezed much higher on demand, just hope the news isn't a let down....when it is announced...

[brucie5] 30/1/2017 22:44

Gosh this has been fantastic, but I'm inclined to agree with Erogenous: temporarily overbought. However, I'm not selling any of my relatively small holding, which has now doubled. Likelihood of a cash call, surely, and most probably on good ENVIA news, which would be time possibly, to pyramid up. I see this as having a lot further to run in due course.

[gac141] 30/1/2017 22:39

I think if is very difficult to appreciate or estimate what the shares will do. They are not conforming to standard practice. Excited to see what the newsflow is and the demand will drive the share price ....

[beeezzz] 30/1/2017 17:37

EJ...What do you reckon...is this looking a bit over brought, RSI=99 anything over 80 is stretched; Charts showing what; is it cup and saucer or could it be more news leaking out; hisssssssss

[runthejoules] 30/1/2017 13:47

Little money rolling out, A bit of top-slicing, still seems to have leveled off. Not worth selling now at a 2/3p spread. Looks like this one's worth holding on long-term.

[gac141] 30/1/2017 12:22

ENVIA news is certainly due..this price surge confirms it.....