Intelligent Energy Share Discussion Threads

[ibug] 23/9/2016 13:41

Look up WTFOVER posts and you will see what I mean.

Your impressions were very different imo. However, I prefer the AGM presentation perhaps you should take time to read it to gain more insight into the company.

[filster] 23/9/2016 13:31

@ibug - are you trying to say I'm "de-ramping" this share? FFS! I merely gave an open and honest opinion from my visit to IEHs facility in the UK. You have selectively chosen to post information from the LSE poster who attended. He really liked the product but disliked the management team. You are not being impartial here and are attempting to floss over anything that gives a -ve PoV of the company.

The current Share Price reflects the current state of play. They are burning cash at a currently unsustainable rate. They have (as I've stated) between 12 and 15 months (with the expected Tax Credit due) of money left - they know this and are looking to deal with it.. It may well be that they can eek out 1 or 2 months more business but there's nothing in the past performance of the company to indicate that they can do that - but of course this is the new IEH.

I am a holder btw and as mentioned will purchase on dips. I don't see the share price rising greatly until deals are announced.

Maybe a little less Copy and Pasting and more doing? I was at the Briefing, first hand, I spoke to the Management Team members and also some of the technical staff involved in the demonstrations. I asked different questions and had a different PoV to the LSE poster. Where were you?

ETA : Which LSE poster are you referring - the one that said he wasn't impressed by the presentations or the management team?

[rainbow bridge] 23/9/2016 13:04

Hydrogen is the next big thing, yes.

[a.fewbob] 23/9/2016 12:59

One to watch I think.

They also are working on new platinum free fuel cell catalysts and have just released a solid state lithium micro battery for "the internet of things"

[ibug] 23/9/2016 12:29

When the company land their first major production contract the share price will then rise several times higher than todays Price.



Looking for at least in the region of a pound or more.

[ibug] 23/9/2016 12:21

One guy posted a dire AGM visit report most likely as a de-ramper, imo, yet a poster on LSE attended the same event and posted GLOWING reports...that is why the share price fell a bit but it will recover in a few days back to higher levels.

Dean nice to see you back.

[dean windass] 23/9/2016 12:18

Catching up on what's been going. Been trying to post on a tablet for days with, apparently, no success.

[ibug] 22/9/2016 14:16

It may be said that the company are waiting for commercial news from past JDA's with various high profile manufacturers. In the meantime they are hunting for commercial deals in the phones, drones market using the miniature H2 cells and remote/ backup power markets using the 20KW HFC.

However, the market is gaining traction. Yesterday Germany launched the first HFC train and last week saw the first HFC powered light aircraft and there have been numerous stories in the media about HFC powered road transport.

There are plenty of opportunities for a marketing team to pursue and the most lucrative might be industrial and medical IoT devices using the low power membranes.

[filster] 22/9/2016 14:07

The Drone market is interesting for IEH as it can 'move' now. They can sell the cells and the Hydrogen tanks right now and get something in the air really quickly - it will add funds to the balance sheet. We are talking months as opposed to years. Other projects are potentially quite a long time ago.

I think the best approach with this company is to buy on the dips and wait for the news to come - the main problem would seem to be the lack of news or even the burying of news. The Met Police Trial was allegedly announced earlier in the year - but no one seemed to be aware of it - we were surprised at hearing about it and IEH were surprised by us not knowing about it..

IEH were keen to stress that they felt that deals would be coming in the next 12 months, so the balance sheet should be healthier... and therefore the money won't run out as early as 15-16 months time away. But how large will those deals be? No one knows, apart from those in the company.

and who knows maybe the Full Accounts for 2015-2016 will contain something of interest - but probably not!

[scrutable] 22/9/2016 13:53

If the IEH fuel cells are "brilliant" as our friend from SE emphasises, perhaps someone will tell me why. There are dozens of firms making fuel cells, none seemingly distinguished from the others except that IEH seems to have done something unique in designing some of them for tiny work loads down to 1 Watt (and even less) to compete with batteries for extended life and CWR with their lower temperature operating system which permits the use of a steel body and can therefore be punched out of sheet and screen printed with the electrolyte in mass production and will be cheaper and quicker to make.

I have a hunch that CWR will be the UK's front runner against Ballard and others in the US competing for vehicle drives I think they have won Honda and are best placed with Nissan, having JDAs with both and with KD Navien the giant boiler maker in S Korea for domestic heating purposes. I wonder who Daimler are using for the seven Mercedes launching in Q1.

At least the drone sector seems to have emerged yesterday as the most hopeful for IEH, if they can mobilise effectively and GO FOR IT NOW while they have the lead for light weight versions.

[ibug] 22/9/2016 12:02

Interesting, two people attended the same AGM and left with very different impressions.

The key document about the AGM is of course The Investors Presentation:

[filster] 22/9/2016 11:53

@fission453 and you're evidence or reason for the 100% mark up is.....?

[fission453] 22/9/2016 11:48

There will be a 100% mark up shortly. Get buying now before the herd arrives!