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Quantafuel

Quantafuel / goood articles on the future of chemical recycling of plastic / goood articles on the future of chemical recycling of plastic
2021-05-31 16:28
If you follow my posts, you know by now, that I am bullish chemical recycling of plastic. The reason is simple. We can not ship the used plastic to China nor dump it to the sea. I just saw to good articles that summaries the bullish case for the plastic recycling:
https://www.mckinsey.com/industries/chemicals/our-insights/how-plastics-waste-recycling-could-transform-the-chemical-industry#
Copied from www.fitinvestmentideas.com
Recycling and the future of the plastics industry | McKinsey
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 40,6 3,45%
Quantafuel / Summary of Fearnley bullish research on Quantfuel / Summary of Fearnley bullish research on Quantfuel
2021-05-21 12:29
Elliott JOnes is the best analyst on Quantafuel. His bullish research summary below:

1st Operating Revenues at Skive: a Major Statement Made

QFUEL recently announced their 1q21 results, posting first ever operative revenues delivered from BASF for Skive product. Total sales were NOK3.4m (inc. Geminor additional income of NOK1.7m), EBITDA of NOK-30.5m and an adj. net income of NOK39m. Skive guidance for stable production of 2 lines by the end of this quarter is reiterated (a major milestone), whilst capex is held steady. Kristiansund’s chemical
recycling pilot plant has produced first oil, whilst the company’s primary strategic partners remain as supportive as ever. We push back timing of full utilization Skive and Esbjerg, however these revisions are insignificant to long term value. We reiterate Buy, TP of NOK95/sh, with an unchanged investment case but a better entry point.
MOre details on
https://fitinvestmentideas.wordpress.com/2021/05/21/summary-of-quantafuel-bullish-research-report-by-fearnley/
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 37,35 12,45%
Quantafuel / Quantafuel announced yesterday it is now running at full capacity / Quantafuel announced yesterday it is now running at full capacity
2021-05-20 10:32
Quantafuel is active on their FB in last days. Yesterday post reads:

.....Last week, we were able to reach full line production capacity of 625 kg per hour in a controlled and stable process. Now we are focusing on increasing operational uptime at high production capacity into weeks, and then months. Watch this space!.....

https://www.facebook.com/QuantafuelASA

The information was copied from :
https://fitinvestmentideas.wordpress.com/2021/05/20/quantafuel-running-on-100-capacity-on-line-one/
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 34,6 21,39%
Quantafuel / Fearnley: Quantafuel Environmental Impact application for Esbjerg site approved / Fearnley: Quantafuel Environmental Impact application for Esbjerg site approved
2021-05-19 17:13
Quantafuel newsflow continues. If you are interested in the company, do follow their FB page. I discovered that only yesterday. They do publish some interesting news flow there. Today, Fearnley Securities published the following note on Quantafuel:

Fearnley today informed that Quantafuel gained approval for the new plant in Denmark. Very positive.

More details here:
https://fitinvestmentideas.wordpress.com/2021/05/19/trades-for-the-next-week-quantafuel-hovseth-and-biovica/
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 34,2 22,81%
Quantafuel / Quantafuel Deputy CEO and CFO bought shares today / Quantafuel Deputy CEO and CFO bought shares today
2021-05-14 17:00
Dr. Christian Lach, Deputy CEO and Chief Commercial Officer in Quantafuel ASA, has today bought 13,500 shares in Quantafuel ASA at a price of NOK 34.98 per share. After the transaction, Dr. Christian Lach holds 13,500 shares and 450,000 options in Quantafuel ASA.

Kristian Flaten, CFO in Quantafuel ASA, has today bought 3,000 shares in Quantafuel ASA at a price of NOK 34.70 per share. After the transaction, Kristian Flaten holds 3,000 shares and 200,000 options in Quantafuel ASA.
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 35 20%
Quantafuel / Watching Q1 call is a must / Watching Q1 call is a must
2021-05-14 12:21
Watching Q1 presentation is a must for anybody intersted in QFUEL:

https://www.quantafuel.com/investors/reports-and-presentations
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 34,8 20,69%
Quantafuel / Quantafuel - very positive Q report / Quantafuel - very positive Q report
2021-05-14 09:47
QUANTAFUEL REPORTED Q 1 -GOOD PROGRESS – QFUEL WILL NEVER BE SO CHEAP AGAIN

I enclose the important parts from the report:

We have operated a production line in Skive, Denmark, at full capacity with the right
balance between gas and oil production and increased operational stability. With these
major achievements we target proof-of concept in Q2 2021 and full production end of
Q3 2021, as announced earlier.

We are also pleased to confirm that we have started feeding plastics into the new technology test plant in our second plant in Kristiansund, Norway Quantafuel’s strategy is to build large-scale Plastics-to-Liquid (PtL) process plants at multiple locations throughout Europe, and in due time expand into other high-interest geographical regions. With NOK 577 million in cash by end of Q1 2021, and strong support from our three strategic partners, BASF, Vitol and Kirkbi (LEGO foundation), we are in a strong position to continue our journey shaping the chemical recycling market for plastic.

In Skive, Quantafuel has built the first, and to our knowledge, only fully automated and continuous process plant transforming mixed waste plastic into high quality products. We are convinced that this approach is essential in our strategy to become the market leader within chemical recycling of plastic.

Now that we are getting increasingly closer to this point, we have started to firm up our roll-out plan for Europe by signing an agreement with Corepla and Saipem for the Italian market and with BASF and Remondis targeting the German market, as well as other potential markets.

We are working on a feasibility study with VTTI, a subsidiary of Vitol and ADNOC, with the aim of bringing a project on their zero-emissions site in Amsterdam to Final Investment Decision (FID) as soon as possible.

During the first quarter, we concluded the purchase of 40% of Geminor, a Norwegian logistics- and recycling company with a presence in 11 countries and an annual turnover close to EUR 200 million, with an option to acquire the remaining outstanding shares. Besides better-quality feedstock that in turn will improve product quality, we will considerably improve prices for feedstock. How much this will be is difficult to determine as it will change from contract to contract, but in certain cases we find it likely to improve financials with EUR 100 per ton or more.

Europe has set a target of a 55% recycling rate by 2025. Denmark’s target is even higher, with
a requirement of 65% for packaging material – post-consumer waste.

The Kristiansund plant is currently recycling and producing plastic fractions from industrial and
private plastic waste from the north-west coast of Norway. At our plant in Kristiansund, we are also testing new reactor design for future plastic-to-liquid plants. The chemical recycling pilot and reactor design testing is conducted in partnership with BASF.

Esbjerg plant – Quantafuel has been working on establishing a first large-scale plant in Denmark for the past two years, and after assessing more than 40 potential sites we selected a plot outside Esbjerg. Building and environmental permit applications were submitted six months ago, and we expect to receive final approval soon.

Copied from : www.fitinvestmentideas.com
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 32,3 30,03%
Quantafuel / QUANTAFUEL WILL NEVER BE SO CHEAP – TWO DAYS TO Q1 / QUANTAFUEL WILL NEVER BE SO CHEAP – TWO DAYS TO Q1
2021-05-12 10:35
I expect that on Friday the company will report several positives:

First revenues from product sales to BASF – not sure how material the sales will be, but this is a proof that the product is as promised
Reiterate their goal to have continues production by Q2 end – the continues production will be the game changer for the company and its shareholders fortunes
Update on production – I understand from talking to broker’s analysts that they are making a good progress towards a continues production
BASF deputy CEO introduction – the appointment of Dr. Lach is very significant for Quantafuel. He comes from the position as Project Lead ChemCycling in BASF. He was on the board of three plastic recycling companies. He choose Quantafuel, because it is the most ambitious company in this area. He knew what Quantafuel does and what the others do. His arrival is rubber stamp on Quantafuel future. I expect him to speak at the Q1 call for the first time.

copied from: https://fitinvestmentideas.wordpress.com/2021/05/12/quantafuel-will-never-be-so-cheap-two-days-to-q1/
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 30 40%
Quantafuel / Quantfuel should rebound after Q1 report on Friday / Quantfuel should rebound after Q1 report on Friday
2021-05-11 13:14
The company should report positive news to the market on Friday. Both plants are now in trial production. The Skive plant has delivered the first products to BASF, so there will be the first tangible revenues this quarter. I also believe that they will reiterate their guidance that Skive will be in continues production by the end of this quarter. I believe that the stock price is bottoming now and I bought on again on today’s mkt weekness. I believe that once they reach continues production the share price will break 100 NOK and once they announce one large plant construction with a strong partner (BASF, Vitol) the share price will start quickly approaching 200 NOK. I am very bullish Quantafuel.

copied from the link below, more info there: https://fitinvestmentideas.wordpress.com/2021/05/11/quantafuel-reporting-on-friday/
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 29,8 40,94%
Quantafuel / Stöd / 45/42/35
2021-03-17 18:58
...tycker mig se potentiella stöd där (utan att ha inblick i orderdjupen där)

men vad vet jag...
Quantafuel / Stöd / Stöd
2021-03-17 18:09
Hej, Någon som känner till stöden neråt? Finns påtaglig volym wurrar nånstans som lurar?

Tacksam för svar

Mvh
J
2021-03-04 18:33
Undra vad skillnaden till CIELO är förutom att det är Canadensiskt...

https://www.avanza.se/aktier/om-aktien.html/924545/cielo-waste-solutions-corp
Quantafuel / QFUEL acquisition of Geminor is much bigger deal / QFUEL acquisition of Geminor is much bigger deal
2021-01-13 09:58
Today announced QFUEL acquisition of Geminor is much bigger deal then people realize

Geminor is the market leader in plastic waste trading, logistics and sorting. This way Quantafuel insures, that it will have a supply of sorted plastic. Not only for their Denmark plant, but for other plants as well that Quantafuel plans to build with their partners.


Copied from here:
https://seekingalpha.com/article/4378135-quantafuel-global-leader-in-chemical-recycling-of-plastic-backed-basf-and-vitol-potential-to
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 72,4 -41,99%
Quantafuel / Very bullish acquisition for Quantafuel / Very bullish acquisition for Quantafuel
2021-01-13 09:14
Fearnley summary:
Yesterday, Quantafuel announced that it has agreed to acquire 40% of Geminor for c.NOK170m, with the transaction being settled primarily in QFUEL shares (two thirds at a VWAP price of NOK65.2 per share, one third at a pre-agreed price of NOK55 per share), with a further small cash consideration (c.NOK2m).

Geminor is a market leader in waste trading, logistics and sorting, with offices across Europe. Established in 2004 (HQ in Norway) the company has offices in 10 European markets and trades volumes in 12 countries. Geminor also has a proven track record, boasting a top 3 position in the UK waste market and accounting for c.70% of export flows from Germany to Denmark. In terms of financials, the company expects 2020E and 2021E EBIT of NOK34m and NOK48m respectively. Furthermore, Geminor and the company have already been working together for c. 2 years, including on the 10,000 tonne Grønt Punkt contract.
Geminor – a pan-European firm, with a proven track record

Our initial take – ownership of the supply chain primes QFUEL for a Euro roll-out
The QFUEL shares rallied yesterday on the news (ending the day up c.12%) – a rally in which we believe is warranted. We see the plastic waste feedstock segment of the system as a vital cog in the chemical recycling wheel – something QFUEL clearly knows and has thought thoroughly about. In our view, we see strong positives in the Geminor investment for the following reasons:

1. The acquisition firmly strengthens QFUEL’s plastic waste sourcing operations
2. Provides a large amount of control for QFUEL in this section of the process: provides optimisation to plastic feedstock predictability, sorting and pricing
3. Facilitates access waste streams across the continent – ideal for the upcoming rollout
4. In Geminor, QFUEL has also chosen a pan-European company with a proven track record
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 75 -44%
Quantafuel / Quantafuel / Greenwashing Alert: Is Chemical Recycling the Solution to Plastic Pollution?
2020-12-21 14:52
Look out for this
Did BASF Greenwash Chemical Recycling LCA?
BY AXEL BARRETT
December , 2020
Was BASF caught with their hands in the bag? Understanding the Environmental Impacts of Chemical Recycling. Ten concerns with existing life cycle assessments.
Värdepapper Senast bet. % idag Senast bet. vid publicering % sedan dess
Quantafuel 42 -1,64% 60 -30%

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