Velocys Share Discussion Threads

[brucie5] 04/5/2018 07:22

Wakey wakey: Red rock licence out. Interesting day ahead?

[fluky] 03/5/2018 23:27

You are correct that EFT does not manufacture their proprietary catalyst, neither does Velocys. They state that clearly in the "Catalyst" page under the Licensing tab that their catalyst is made by two major catalyst manufacturers, again like Velocys.

EFT is a process technology provider as is stated on their GTL page: "EFT provides a COMPLETE, start-to-finish solution based on “commercially proven” components that are sound, verifiable and project financeable as further described in the Technology Section."

I suggest you call EFT to verify my points.

Another suggestion is that Velocys talks to EFT to incorporate EFT's catalyst/reactor technology in their biorefineries. Maybe Velocys should embrace EFT's philosophy to “employ the best, develop the rest” in order to provide a solution based on “commercially proven” components that are sound, verifiable and project financeable.

[spurious] 03/5/2018 21:46

Fluky
I may be wrong but I maintain EFT do not manufacture FT catalysts but licence them in from a major FT innovator,(as stated by them) then tailor them to suit their clients needs. If you read my opening para EFT clearly states it has the right to practice and sub licence GTL and XTL technologies licenced from this major innovator.
Nowhere on their website do they state they manufacture FT catalysts but act as a middle man /consultant role as to Fulcrum
I did not suggest Velocys and TRI had an exclusive partnership but suggested it was interesting to see they were apparently working with potential rivals where they enjoyed close partnership status as with ourselves.
My suggestion was that I think this will be unsustainable in the long term unless we have an understanding with Fulcrum or indeed are supplying the FT package to them
I have to disagree with you and suggest you misunderstood my post
Always enjoy your contribution
SP
.

[fluky] 03/5/2018 21:14

Spurious: EFT has developed their own FT catalyst/reactor process technology. They are a direct competitor to the Velocys technology. EFT will not select Velocys technology for Fulcrum. In addition, Velocys is not the major FT innovator EFT mentioned.
EFT supplies also the FT catalyst/reactor technology for 1,100 bpd Juniper GTL plant in Lake Charles, LA.

Waste Management has taken an equity position in Fulcrum in 2011 and is sourcing waste to Fulcrum from their Lockwood Regional Landfill.

TRI and Velocys have an non-exclusive partnership.

[spurious] 03/5/2018 20:13

s
Product Upgrading
Process Integration
Intellectual Property
Emissions


Intellectual Property
EFT has designed all of our technology packages, systems and sub-systems with a thorough review of prior art and the existing IP of others. We are acutely aware of the need for designs that our licensees can execute with confidence that they will have “freedom to operate.”
In addition to EFT’s portfolio of patents, know-how and proprietary technology, the company also has an agreement with a major FT innovator giving EFT rights to a patent portfolio of several hundred patents covering a broad range of FT related process technologies and end products. The agreement provides EFT the right to practice and sub-license of GTL and XTL technologies. This portfolio includes patents on the production of fuels, solvents, drilling fluids, and base oils from FT syncrude.


Found this on the Emerging Fuels Technology website.
EFT and TRI and Waste Management are partners with Fulcrum who are due to open large new bio refinery in 2020 using FT technology
EFT licence the FT technology (see above) and are working hand in glove with TRI one of our partners (see Fulcrum partners web page)

There appear to be many overlapping interests and it all seems a bit incestuous
Are we really all competing or collaborating ???

EFT states above that it has an agreement with a major FT innovator giving the right to sub-licence it's GTL technology

Does this mean as I strongly suspect we are that major FT innovator.

Could it be that we will be supplying the FT systems for Fulcrum's new bio refinery via EFT with plans to roll out another 8 refineries.

This would be worth tens of millions of dollars to us it goes without saying.

What I find really interesting though is if this is true and we are sharing partners and technology then surely it can only be a matter of time before 2 becomes 1

Perhaps guys I have had too many meth flambees but I have always managed to hold my drink!

I will leave you to dig further as the links are all there to see

Short and long term very exciting times ahead

Let us hope I am right and EFT have selected our FT systems for Fulcrum

[kirk 6] 03/5/2018 16:42

14p now on the offer

[kirk 6] 02/5/2018 12:36

Haha predictive typing maybe my phone is correct and 22p is a consolation level

[kirk 6] 01/5/2018 20:57

Really nice consolidation here next leg up imminent! Next leg will be an 6-8p rise to next consolation level

[jace86] 01/5/2018 16:40

1 trade as well... some news would be nice.

[kirk 6] 01/5/2018 14:38

About to move higher

[gac141] 01/5/2018 14:29

Seeing a few off market trades creeping in. Are we due some news ....

[gac141] 30/4/2018 12:31

From the iii board. Thanks to Donatron

I emailed Ricardo last week to find out what's going on with the F4C Stage One announcement. They replied this morning:

"Due to the high volume of applications and the complexity of some of the proposals received we are unfortunately not able to communicate the outcome of the competition according to our original timeline. Therefore, we would like to advise you that we are now aiming to announce the outcome of the competition in May."

hxxps://ee.ricardo.com/transport/case-studies/f4c

I think it HIGHLY likely that we have our hat in the ring for this.

[meijiman] 28/4/2018 11:46

Brucie-I agree and I certainly saw the Ervington position as a positive. But I extrapolated too far and assumed RA had a master plan which would result in huge sales into Russia etc. I have mentally written this off so if it ever does anything that will be a bonus.

[kirk 6] 28/4/2018 09:58

Luckily I never heard about VLS until it came on my radar with the drop on placing day. And started building a large position from 9.4p - 11.5p after quite a lot of researching. My main strategy on aim is smash and grab but this looks to good medium to long term now its fully funded. I'm expecting 200-300% minimum by Q3. Hold a few mil here aswell so got money where my mouth is.

[brucie5] 28/4/2018 09:22

meijiman, and the same could be same could be said of so many others. Yet Ervington/Abramovitch was suffiently impressed to take a big stake. Who was to argue with that?

[meijiman] 28/4/2018 09:18

This should never have been allowed to float-it was probably five years too early to market. Lipski was full of hot air and no delivery. I think for many the real killer is the thought of what you might have done with the money instead eg bought say Scapa, Dart or Avon at the time you bought into this.

[brucie5] 28/4/2018 09:05

beeezz,
I can second that emotion, if not that proposal. There certainly should be an alignment of interest and risk of both bod and shareholders, with no sleight of hand in the form of exorbitant pay for no results. As to your second thought about being robbed, yes, this seems to be commonplace on AIM. TGL was simply suspended and with absolutely no compensatory mechanism for shareholders. Not bankrupt, liquidated, but suspended. I had a small speculative amount of money there and so no sleepless nights, but can't say the same for others. I've simply written it off; but it does feel very much like theft by any other name.

I now have a holding in VLS, which I have re-entered from current levels, as I sense this bowl will work out, given that the technology works, the demand is there, the backers have been willing to see it through, and there is sufficient likelihood of good news. So don't know, obviously what your situation is, but I would suggest it's probably worth holding on for a recovery, which could happen very fast, and move up to 20 or 30p on the chart. FWIW, good luck with whatever you decide; and risks of course remain!

[kirk 6] 28/4/2018 08:48

Have you not heard of averaging down? Do you not do your due diligence about the finance required? If you'd bought plenty of shares around 10p it would have a been a great average down. Expecting 25-30p to be reached shortly Agreed about aim though however it's your money and you invested it. You can also make a lot of money on Aim

[beeezzz] 27/4/2018 22:14

In my view we are in for a long long haul here, not sure I will ever get my money back, I've been robbed personally.

AIM is finished unless some regulations are put in place where directors have to take share options as major part of their remuneration....living the high life on shareholders money is not playing cricket..

[kirk 6] 27/4/2018 16:53

Nice buy above offer

[gac141] 26/4/2018 12:17

Pleased to report that #Velocys’ Neville Hargreaves has been invited to join the panel “Capitalising on opportunities for high-value fuels and chemicals from waste” at the World Waste to Energy and Resources Summit on 24 May in London

[gac141] 26/4/2018 11:06

Industrial Bio Technology World Congress US July 2018

We are on the panel

Development of Biorefinery Projects to Convert Forestry Residues to Renewable Fuels
Philipp Stratmann, Velocys, Taite McDonald, Holland & Knight, John Gallagher, SMBC, Jon Cozens, New Energy Risk

Velocys’ first biorefinery using forestry residues as feedstock is being developed in Natchez, Mississippi. It is being designed to convert around 1,000 tons/day of dry biomass to >20m gal/year of renewable fuels and >30m D3/D7 RINs/yr. Velocys has made considerable progress towards its aim of achieving FID decision around the middle of 2019.

The Velocys technology that will be deployed in the Mississippi biorefinery is the same as that used at ENVIA’s gas-to-liquids plant, which produces renewable fuels and waxes from landfill gas and natural gas. The plant started to make regular sales of finished products in Q3 2017 and the RINs produced at the plant were verified under the QAP in March 2018. Velocys’ reactors and catalyst at the Oklahoma City plant are performing in line with performance requirements at commercial scale, reducing technology risk at future plants.

Velocys and its gasification partner TRI are also operating an integrated technology demonstration in North Carolina.

Date:Wednesday, July 18 Time:1:30 PM - 2:45 PM Location:201 B Session Type:Breakout Session BIO Track:Advanced Biofuels and Biorefinery PlatformsCompany State:TexasPresentation Abstract:VelocysR17; first biorefinery using forestry residues as feedstock is being developed in Natchez, Mississippi. It is being designed to convert around 1,000 tons/day of dry biomass to >20m gal/year of renewable fuels and >30m D3/D7 RINs/yr. Velocys has made considerable progress towards its aim of reaching a final investment decision around the middle of 2019. During the panel, representatives from Velocys and its advisers will discuss possible financing schemes for biorefineries, using the approach taken by Velocys’ biorefinery in Mississippi as one example. The following will be discussed: • Federal funding mechanisms available for biorefinery projects. • The role that leading project finance bank SMBC is playing as lender of record for the USDA loan guarantee that Velocys is applying for. • The part that insurance could play in enabling deployment of renewable energy.

[kirk 6] 25/4/2018 16:48

The trades go through a broker then straight onto the book on certain occasions due t trades