Ray schreef op 4 september 2025 10:35:
@Pitmans, ik ga hier even verder over OM.
Offtake- agreement:
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On July 15, 2025, the Company and Origin Materials signed the agreement to replace the offtake agreement. The agreement signed is a non-binding umbrella sales and purchase agreement for PEF & FDCA. The agreement has an effective date of June 30, 2025.
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Licentie: nog steeds de oude tekst over de volgende mijlpaalbetaling van 7 mln EUR (beoordeling eind 2024). De volgende betalingen zijn wel voorzien van een recentere datum in de tekst. Bewust zo gedaan?
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The full consideration of the contract amounts to €28.5 million. At
year end 2024 management has re-assessed the transaction price and concluded that the second milestone payment of €7.0 million remains
unconstrained. The remaining installments of €14.0 million will be due at various stages after delivery of the PDP by Avantium Renewable Polymers and constitute variable consideration depending on whether Origin will terminate the contract at any stage, and is considered
constrained at June 30, 2025. Management assessed this contract and it does not contain a significant financing component.
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Maar wel
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all license revenues associated with the Origin Materials (OM) license have been removed from the licensing model, to reflect the decision to halt OM revenues
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En ook dit
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Avantium strives to have 4 license agreements in place in 2027
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Er is tot nu toe echter altijd gesproken over, uit mijn hoofd, 5 verwachte licenties, eerst 2026, later doorgeschoven naar 2027.
OM is doorgestreept?!