LTT LER long
“Here are new slides from the Advanced Biofuels Leadership Conference – ABLC Next 2014, Leaf Energy
What’s Up? Sugars are the new oil if sugars can be cheap enough to replace the old oils. Leaf think they have cracked a part of that puzzle with massively advantaged yields for C6 sugars. Why Hot? The absence of competition – only a handful of companies have technology for breakthroughs on sugar costs – here’s the wonder from Down Under.” http://www.biofuelsdigest.com/bdige...t-slides-from-ablc-next-do-the-show-and-tell/
Most of below is from their recent investor presentation: Disruptive technology that produces cellulosic sugars
GlycellTM process delivers a 35% reduction in cellulosic sugar costs1
GlycellTM process produces clean sugars opening up multiple opportunities
Cellulosic sugars feed many, multi $billion, fast growing markets
7 agreements to share information and/or samples signed
The reduction is expressed in cost at $80 per tonne cheaper than their nearest competitor.
Sugars are used for bio-based chemicals, Market growing by 20% pa exceeding $500 billion by 2017 plastics Bioplastics – a 3.5 Mt $2 billion market in 2011and fuels. Global biofuel markets in 2011 $83 billion1.Market prediction in 2021 $185 billion"
Their by product is cardboard quality pulp.
Their business plan is to license their technology. Can be retrofitted to existing plants.
On their boardin addition to the main boys Ken Richards As CEO of Norgard Clohessy Equity Ltd took the company from a start up with capitalisation of $60,000 to $50M and Alex Baker are
Dr Marc Sabourin
Executive VP – Business
Development (Americas)
29 years professional experience in research & development,
process engineering and project execution. Formerly held positions
in process and research engineering in the pulp & paper industry,
including senior roles at Andritz. Bachelor and Master’s degrees
in chemical engineering, Ph.D in science specialising in energy
reduction mechanisms in thermo-mechanical pulping
Dr Les Eyde
VP – R&D
25 years professional experience in research and development in
Australia and in the US. Internationally recognised - since 2007 held
the position of National Task leader, International Energy Agency,
Bioenergy Task 39 – Commercialising Advanced and Conventional
Liquid Biofuels from Biomass.PhD in carbohydrate chemistry, expertise in biofuels production processes and sustainable biomass supply.
I have held these from .09 to .22 when they announced a CR for .11. sold out at .18 and bought back in around .13. i know i could have timed it better.
Has risen sharply recently on the recent presentation but seems to be stabilising at around .18.
although a thinly traded stock it can rocket. (Bloody commsec stopped me placing an order at .045 cause it was too far above market so i put it in at market and it was .091 before they got around to executing it 1 and a half hour later.)
When they announce some agreements it will rocket again in my opinion. $20 mill market cap excluding options.
