Co2 Solutions Inc COSLF

New warrants for GasTran-good but what about other warrants

[oimbert]

New warrants for GasTran is a good news so at least the collaboration is still alive .. as we dont have really news from RPB for a Bigger CO2 Tonns per day .... but what about Other Warrants (at 0.25$) that will expire in July 3rd and that were already extended once for a year! do we have to say good bye ;-( Hopefully some other news to come other than St-Felicien , ... and VCQ . What about 30Tons Alberta project where still 15M$ to find, and Port-Daniel Cement Plant whithout any known co2 investments ... hoping and waiting ...

[HealthyPlanet]

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[Co2Harvest]

Not bad. 3 years from the start of their partnership they bring Rpb to market. That's really good in my view, for a game-changing solution. They'll have it running in q4 for demonstration. I look forward to 2019. 

[HealthyPlanet]

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[Co2Harvest]

Agreed. This will be a fourth market differentiator for them (fastest, cheapest, lowest environmental impact and finally the smallest installation size per tpd). Portability might be a fifth differentiator. Imagine a demo unit that could be trucked out to prospective clients on a flatbed truck. I hope the price is right!

[HealthyPlanet]

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[HyperCube]

My understanding is that the advantage of the rotating packed bed isn't so much its lower cost. It is its smaller size. Most factories don't have a big large empty space to put a packed tower. It is much easier to sell a much smaller RPB. I do think that the RPB will capture CO2 for less per tonne than the packed tower. But I think it will only by a little less. We should know within a

[Co2Harvest]

I agree - the size factor is a big deal. I wonder how much capture capability they can cram into a shipping container? If they could fit 30tpd into that form factor, it would meet the needs of a sizable portion of the market. Cost wise, CST has only stated cost per tone at 1250TPD scale ($28 CAD). At $8.5M a Gen 1 30TPD unit is much higher cost than $28 per tonne (more than double if I recall), so

[Co2Harvest]

Minor correction - the $116M is 1250TPD CAPEX and 300TPD is $30M if my memory serves. In any case, the Gen 1 seems most viable at 300TPD and above and RPB could serve the 0.5 to 300TPD market if the price is right.

[HealthyPlanet]

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[HyperCube]

Yes, but the RPB has some extra costs of its own. A big tank isn't all that expensive. A motor adds costs. A tank that spins needs to be built stronger than a fixed tank. Then you have the seals which will wear and tear. It is smaller but more complex. Overall, I do think the RPB will cost less to operate. But I don't think that is the important advantage it has over the packed tower. I

[HealthyPlanet]

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[HealthyPlanet]

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[Co2Harvest]

Good points. We know from earlier communciations that the enzyme makes RPB a possibilty because of its speed, and that it performed well on a small scale but that's about it. I wonder if (someday) they will end up creating different versions of the enzyme each optimized for different types/mixes of flue gas? 1T1 seems to have been hardier than expected in packed tower configuration, I hope

[HealthyPlanet]

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