Velocys Share Discussion Threads

[tromso1] 06/9/2022 16:01

About time for another huge spike up....

[raleigh43] 31/8/2022 14:27

Seems the site says their capacity will be 35 million gallons from the 2 sites. What's the optimistic and aggressive plan to ramp that up? Depends on licensing partners...

ITM also very interesting. More and more large companies moving to Hydrogen power.

[tomboyb] 30/8/2022 11:06

You are not going to get away from Green Tech -

Interesting article that has got some interest going here -

[talldarkslim] 30/8/2022 10:52

Buys outweigh sells by nearly 3/1

[skinny] 30/8/2022 10:28

Link added in post 5788.

[raleigh43] 30/8/2022 10:16

I like the product, the evolution and the timing. Just bought more. My only thought is that they need to ramp it up and get moving. Just saying.

[talldarkslim] 30/8/2022 09:51

The trend is up and brokers are recommending. To increase holding is a no brainer.

[skinny] 30/8/2022 09:32

Post 5786 :-



Click on "Our reference projects".

"The plant will produce enough to fuel the equivalent of over 1000 transatlantic flights every year."

[tomboyb] 30/8/2022 09:27

Buy green tech -

[dogwalker] 28/8/2022 20:54

That's 1000 flights ever; or every other day? It's the rate that counts.

[raleigh43] 28/8/2022 18:45

On the VLS website it says that the UK site will produce enough fuel for 1000 transatlantic flights. They will need to be producing a lot more to cater for all the flights as that doesn't seem a lot.

[mikeh30] 28/8/2022 14:29

Velocys is trading at more than a 50 per cent discount to peers in new and renewable energy."We believe [it] is at an inflection point," said Shore's Akhil Patel, who forecasts "significant cash inflows as a number of large, commercially scaled projects begin. https://www.thetimes.co.uk/article/green-fuel-firm-may-finally-be-taking-off-fdg855tdm

[tomboyb] 28/8/2022 09:25

I've been buying up energy and green tech -

Retailers this year will go through a torrid time. That is unfortunate -

[skinny] 28/8/2022 09:23

Its been a long wait .....

"Still, analysts are so optimistic about Velocys that they pencil in revenues — £8.3 million last year — hitting £46 million by 2026. Shore Capital claims Velocys is trading at more than a 50 per cent discount to peers in new and renewable energy.

“We believe [it] is at an inflection point,” said Shore’s Akhil Patel, who forecasts “significant cash inflows as a number of large, commercially scaled projects begin”. He expects Velocys to have more cash coming in than going out by 2024, with positive underlying earnings by 2027.

It’s dicey, yes, but Velocys now appears to be embarking on a new phase of unrolling its capital-light, asset-light licensing model in a market with high barriers to entry.

Buy ... but be patient and prepare for turbulence."

[tomboyb] 28/8/2022 08:06

Good writeup in the times -

[bloomberg2] 28/8/2022 07:18

Green fuel firm may finally be taking offhttps://www.thetimes.co.uk/article/a776e6d2-2604-11ed-a44e-83ef2a2167ff?shareToken=5f32189b1eb627a501e304bbe969287d

[raleigh43] 25/8/2022 07:24

Write up in today's Shares mag.

[talldarkslim] 23/8/2022 15:29

Topped up again just now as this looks like one for the future

[mikejoseph] 19/8/2022 14:19

Waste biofuels to be ‘key driver’ in energy transition
By Dominic Ellis18 August 2022

Waste-based biofuels could be a key driver of the energy transition transforming today’s limited supply of low carbon transportation fuels and creating a local, circular economy, according to a new Wood Mackenzie report | Currently biofuels only account for 3% of today’s 100mn b/d liquid fuel demand.

hxxps://www.gasworld.com/waste-biofuels-to-be-key-driver-in-energy-transition/2023624.article

[mikejoseph] 19/8/2022 14:17

Aug 19, 2022

Waste-based biofuel could be key driver for global energy transition, Wood Mackenzie says | New biofuel source has the potential to provide for 20% of liquid fuel needs by 2050, the consultancy says

hxxps://www.thenationalnews.com/business/energy/2022/08/19/waste-based-biofuel-could-be-key-driver-for-global-energy-transition-wood-mackenzie-says/

[smackeraim] 19/8/2022 12:45

As announced in November 2021, Velocys has already secured long-term offtake arrangements for 100% of the SAF output expected from the Bayou Fuels facility with Southwest Airlines (a 15-year agreement) and IAG/British Airways (MOU for a 10-year agreement) avoiding 8.8 million tonnes of CO(2) over the term of the off-takes. This new climate legislation is expected to allow finalisation of conversion of the MOU to a full offtake agreement.Won't be long..

[smackeraim] 19/8/2022 12:37

https://biomassmagazine.com/articles/19261/biden-signs-new-saf-hydrogen-clean-fuel-tax-credits-into-law