Qec - forventinger til kvartalsrapporten


Hva forventer dere av kvartalsrapporten?
Kursen har gått ned og ned i det siste ..
Håper i det minste at dem selv har tatt ansvar med kostnadskutt i lønn ol.

Rapporten er da offentliggjort. Eller er der noget, jeg misforstår?

oslobors.no under “Meldinger og rapporter”.
Vikingen
13.05.2020 kl 17:22 2231

Du har helt ret - tak 😊
Graces
13.05.2020 kl 18:14 2148

Synes ikke akkurat det var så mye positivt på kort sikt. Clean tech å Quebec mest trolig en gang neste år, å jordan kan man vel bare glemme før oljen er på 60 dollar+, hjelper lite med konsesjon med dagens pris.
Litt cash har de enda men gud hjelpes de blør penger også.

For Questerre pr i dag er det vel å kutte kostnader å ungå konkurs som gjelder.
Håper de klarer dette, men tror Mr.Binnon må dra opp noe veldig spesielt fra hatten skal det være liv laga. En emisjon? tviler egentlig på at det er aktuelt pr i dag, så jeg har ikke peiling på hvordan de skal skaffe penger.
mofi1
13.05.2020 kl 18:18 2132

Litt positivt går det an å trekke ut:-)

We are now more optimistic about our Clean Tech Energy project. The pandemic has stressed the importance of supply chains and self sufficiency in Quebec. As the Government seeks projects to improve their independence and stimulate economic growth, we think the timing for our project could be getting much better.

Jeg ser det som positivt, at der har været relativt lidt skriveaktivitet her på forummet. De mest storslemme baissere skulle nok have meldt sig med dommedagsprofetier, hvis rapporten alt for åbenlyst havde lagt op til det.
Graces
13.05.2020 kl 18:50 2058

Helt enig med deg ang dette, å skulle de få dette på plass er det en game changer DELUXE! Får bare håpe at Qec holder stand lenge nok med lav oljepris til at dette blir en realitet.
Redigert 13.05.2020 kl 18:51 Du må logge inn for å svare

Vi ser nok ikke Qec over 1kr igjen, husker dere lo godt da jeg satte kursmålet til 1,20.....det er vel en drøm for dere i dag ;)) blir spennende å se når binna tar Qec under armen og spaserer til skifteretten eller rømmer han før den går helt under....
Redigert 13.05.2020 kl 19:20 Du må logge inn for å svare

Synes du virkelig, det bliver spændende Stevepick? Hvad vil du dog gøre den dag, QEC ikke længere eksisterer, og du ikke længere kan gøre folk kede af det med dine ondskabsfulde spydigheder herinde på forummet?

Pete09 skrev Innlegget er slettet
... Men der skal altså snart til at ske noget, hvis vi andre ikke skal gøre det samme.
njn-
14.05.2020 kl 00:24 1610

Fra mitt ståsted er 1. kv. positivt.
Vi klarte brake even.
Hadde ventet en liten minus.
Nedskrivning er en regnskapsmessig postering, som i neste opptur vil gi en oppskrivning.
Binnion og Jason er dyktige bank menn, og har foretatt de forhåndsregler som må til, i dagens situasjon.
Sitter rolig i båten, med is i magen.

Er der ikke en af storbaisserne herinde, der hævder, at olieprisen skal være 60 USD for at QEC opnår break even?
Redigert 14.05.2020 kl 05:51 Du må logge inn for å svare
Nsxnsx
14.05.2020 kl 06:27 1473

De aller fleste her hadde jo ventet et gigantisk underskudd. Det ER det som er priset inn i hvert fall, så her burde det komme et massivt rykk oppover.

Brake even i disse Corona tider er jo milevis over forventning. Bare å slette ALLE salgsordre så kommer oppturen, alltid noen som vil være med på oppturen :) La de få betale for å være med...
Niky
14.05.2020 kl 07:27 1403

Ny emisjon i 2020. Bare vent.

Kanskje de setter den til 1 nok?

Jeg har QEC-askjer primært pga potensialet i Quebec, og det tror jeg de fleste andre aksjonærer også har. Det er store verdier der, og om de skal lykkes med utvinning så er det minst 10 gangeren på kursen. Sånn sett var kvartalsrapporten ok, og jeg deler oppfatningen om at krisen påvirker myndigheten positivt ifht å kjøre igang en pilot.
Niky
14.05.2020 kl 10:09 1131

Spørsmålet vi skal stille oss er. Hvor mye taper Qec i 2.kvartal? Jeg tror tapene er store. Økonomi har aldri vært Binnions sterke side. Han sløser ekstremt med penger og det kommer ingen resultater ut av pengebruken.

Enig i at han har levert svært dårlig så langt. Ifht Q2 så er det vel begrenset hvor mye de kan tape med kostnadstiltakene som er iverksatt.

Om de skulle gi opp Quebec og vil selge seg ut, hvor mye tror dere dette vil være verdt?

Der er ikke så meget til salg lige omkring RT. Derimod er der mange på købersiden.

If oil and gas are dead, so is much of Quebec's economy

Special to Financial Post Jean Michaud and Germain Belzile
May 14, 2020 9:40 AM EDT


By Jean Michaud and Germain Belzile


“Oil is dead,” declared the leader of Canada’s Green party recently, after hydrocarbon prices collapsed. Maybe. But it’s more likely that reports of its death are, as Mark Twain would have said, “exaggerated.” The eventual decarbonization of the Canadian economy may be desirable but in the medium term it will run into hard realities — in Quebec as everywhere else.

Right now, 56 per cent of the energy consumed in Quebec comes from fossil fuels. Electricity accounts for another 36 per cent, with biofuels at eight per cent. The transportation sector — primarily cars and trucks — is responsible for a large part of this.

Transportation is the first big obstacle to the energy transition. Hydro-Québec’s total “reliable” generation capacity (not including wind) is around 44,000 megawatts (MW), which roughly corresponds to its current needs, including some leeway for unexpected surges. Supposing the number of vehicles in circulation remains the same as it is today — although before the pandemic it was actually growing three times faster than population — Quebec would need around 37,350 MW just to recharge its converted electrical automotive fleet every day. That’s almost as much as the province’s peak demand in winter!

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Even if smart electric meters helped spread the recharging out over 12 hours, this would still generate an additional demand of over 3,000 MW each hour. And that’s without including trucks, which would double this figure. In sum, Hydro-Québec’s leeway would disappear.

Add to this the effect of electrifying the rest of the province’s economy. A study published in 2018 showed that doing so would require Hydro-Québec to increase its production capacity to around 70,000 MW. In theory, harnessing all of Quebec’s major rivers would make this possible. The province’s full hydroelectric potential is estimated to be a little over 80,000 MW. But the social and political obstacles to widespread new damming would likely be insurmountable, not to mention environmental considerations and the fact that certain rivers are protected.

Another big problem is that heating accounts for an enormous share of the potential demand for electricity, which can be nearly three times higher in December than in June. This fluctuation means a significant portion of our electricity production must be reserved for a fairly short usage period and left unused the rest of the year. The Chair in Energy Sector Management at HEC Montréal has estimated that fully 15 per cent of Hydro-Québec’s capacity is used five per cent of the time. Nor can the demand for electricity for heating be met by intermittent sources of energy like wind or solar.

Yet there is a solution that could maximize use of the province’s electrical potential without our having to dam all our rivers or give up on the idea of improving our greenhouse gas emissions record. Quebec has significant recoverable reserves of natural gas, estimated at between 250 billion and 1,150 billion cubic metres. At current rates of consumption, this gas could cover our consumption for at least the next 40 years. Moreover, the reserves are located close to consumers and access to them could be facilitated by the existing gas pipeline network, which could be expanded as needed.

If natural gas development were to prove profitable, there would be no good reason not to pursue it — not even in the context of the large-scale electrification of the Quebec economy and the fight against climate change. In fact, using Quebec’s natural gas to replace some of the electricity currently used for heating would free up electricity to replace oil, which is more polluting.

Given current market prices, the revival of the gas industry in Quebec will probably not happen in the short term. But it certainly represents a chance to create high-quality jobs here at home when the economic recovery does get going. Political leaders naturally are zeroed-in on COVID-19 at the moment but somewhere in our various bureaucracies officials should be thinking about how, after the crisis has passed, Quebecers can take full advantage of the economic and environmental opportunities offered by this supposedly “dead” fossil fuel.

Jean Michaud and Germain Belzile are associate researchers at the Montreal Economic Institute.