Redt Energy Share Discussion Threads

[pierre oreilly] 25/10/2016 08:02

Sheesh, my auto spell checker on my tablet really does too much correcting, to the extent of making my posts undeciferable! I hope my points get across though with a bit of translation.

[pierre oreilly] 25/10/2016 07:55

I know it's been posted a lot, but I think from my pov I'd say there's only now reasonable evidence which suggests there's more than just pis buying into red. I think the sustained daily rises at the recent peak each day needs more than a few pis buying in to make it happen. I'd guess that on average, traders are selling, but overall there are large net buys. Silly traders! I doubt there are many institutions allowed to buy below 100m market cap, so unlikely to be any of those (we have probably seen real of those waiting for the cap to read h that so can expect a kick up when we get there), so I'd guess it's another company accumulating. Even they have to buy in ( many) small lots, possibly bots, so as to not let the price run away from them.The spiral up someone mentioned is due to factors like limits on funds being breached, moving onto fully regulated markets, getting into different indices etc etc, hence how prices can rise for years for the right companies.

[dogrunner11] 25/10/2016 05:50

Parsons, couldn't agree more, Scott is a rarity!!

What seems be missed by most is this....

• Capacity scaling for large orders,GW capacity

Add in Scott said this is ready to scale, I'm expecting some pretty special orders over the coming few months, without doubt most exciting share I've held.

[parsons4] 25/10/2016 05:37

One other thing --the only problem IMHO is that some clever mob bids for the company as it can never be at full value at this stage !!!

[parsons4] 25/10/2016 05:37

dogrunner11 long may you post, just read the report once again. Such a well thought out long term plan. Others here say Scott Macgregor is one of the best CEOs around there is no doubt in my mind at all. This really is one of the most exciting investments I have seen in my 50 odd years of investing. And the thing is this is not yet out there with the general investment community. The hard thing is NOT to sell any on any minor setbacks as this is real wealth making territory !!! GLA

[dlg3] 24/10/2016 20:07

A good day today, one of many....

[dogrunner11] 24/10/2016 20:03

Shrewd - think Chas is referring to a press article that I'm sure many had been expecting, I do agree though they had only attended the press day at PNDC showcasing our product, I seriously doubt that has anything to do with our buyer.

Talking of buyers I had at 8p tipped this share to a couple of large investment friends based off-shore where I used to work a few years back, one is a stock broker for a small family firm and the other manages several billion pounds of investments for very high net worth individuals, a million cash in bank won't get you through the door!

If it is either of these I have no idea, I haven't discussed it since. Whoever is buying knows a bargain when they see one.

[dogrunner11] 24/10/2016 19:58

Spoole - Redflow Australia is trading at a market cap of £110m plus, yet has nothing more than we do today, in fact IMO is heading into a much harder market place then us and certainly need many more sales/admin etc in order to achieve similar sales goals.

If we take the fact that most companies have taken £100m plus to get to a lesser commercialisation stage we are sitting at bargain level without sales.

Let's not forget we are in Scott's words the cheapest on market, have a fully outsourced manufacturing, very low cost base and secured following as per investor presentation....

Secured
• Tier 1 manufacturing long term partnership
• Strong balance sheet for production working capital
• Quality manufacturing ISO,QMS,UL
• Capacity scaling for large orders,GW capacity
• 90 manufacturing sites globally for low cost and short lead time
• 10 year lease finance facility for customers

[spoole5] 24/10/2016 19:51

Bound to be plenty in the know, and with not much stock about doesn't take much to move the price. News is clearly coming. The higher it moves the better the news will need to be to justify the rise.

[shrewdmole] 24/10/2016 19:44

Back

You can't say that without substance.

It implies insider knowledge.

You may have information about discussions but that sort of comment doesn't help.

It implies there's about to be huge news and someone's been buying who is in the know.

If it were a signed deal it would have been announced.

So far it hasn't been announced so id hazard a guess it's still in negotiation.

Sm

[backdoorbill] 24/10/2016 19:39

I agree.

There is one news article that has not been published and surprisingly around the same time as the buyer came to fruition.

They have clearly accumulated a very large holding here.

My opinion only.

Chas

[shrewdmole] 24/10/2016 19:27

This isn't pi driven at all, the same pi buying was going on at 8p.

The chart breakout has added to the momentum and probably causing the buyer issues.

The spread being opened as it did at the days and 12 month high is a big indicator.

It puts off buyers and therefor attracts sellers who think it's peaked.

Sit tight as this has more to go.

S

[backdoorbill] 24/10/2016 19:11

I feel MARL was posted on a comparable with regards to share price, or should we say possibilities.

I have to say, I completely concur with shrewd, regards to the interesting buying we have all witnessed over the past few months.

We should have received a holdings RNS by now, unless it is a group of investors. My thoughts only.

Chas

[littlepop] 24/10/2016 15:59

Sorry, just read the earlier posts re MARL. If we are comparing the two I would say that we seem to be in a virtuous upward spiral here (RedT) where because of recent rises, more people are noticing the share (52 week high reached, etc.)and investing because the prospects look good and that in turn is boosting the price which is attracting even more investors and so on. Don't think that exists at MARL where the gains are more erratic and pedestrian.

[littlepop] 24/10/2016 15:48

MARL was a 10 to 1 consolidation about 3 months ago. Current rises are based on their Hot Maden Turkish gold prospect which is apparently "the best gold discovery this decade".

[dogrunner11] 24/10/2016 15:31

Nice delayed 150k buy just appeared, push on towards late teens this week then.

[shrewdmole] 24/10/2016 15:22

It's almost too quiet.

[dogrunner11] 24/10/2016 15:10

few trades over on ISDX....

[dogrunner11] 24/10/2016 14:51

Sales of Gen2, update on seeding units, installation of Gigha, first Gen2 system installed, confirmation of re-sellers... etc etc.

Sales of Gen2 will be the biggest push of price, expecting a few RNS's on that front that should continue well into the new year and beyond.

[dogrunner11] 24/10/2016 14:49

Correct SM, 1 for 10, I actually sold them at 2p which was the previous placing price, I hadn't researched them so dumped at placing price, should of held... still a decent 5 bagger from the lows.

Still intrigued by what Scott said during the investor presentation with the large units, he specifically mentioned mining type stocks and said the 100mw plus hours of storage thereof would make it comparable to some mining projects, "why not" he said.

Get one of them as a £100m plus project in addition to standard unit sales this will ten bag plus over night I would have thought.

[shrewdmole] 24/10/2016 14:41

Dog

I don't think it was a consolidation.

Someone tipped it to me at 2p and mentioned it a week or so ago at 62p.

Thing is a decent order isn't a few grand here.

Turnover projections for next year are bullish, once the orders get traction it will motor as the growth will be high.

So many things to take into account above and beyond the actual business itself.

Will jabil back into them, will a major o and g decide red is something they want etc etc and subsidies and geopolitical pressures.

It's intriguing to try and decide on a mid term valuation here, basically nothing would surprise me.

S

[dogrunner11] 24/10/2016 14:32

Land a decent contract or serval contracts can see this doing a MARL, that went from 1.2p to 12p odd (3.8p to 12p in a week) over a very short period. It's sitting over 60p but assume that was a consolidation.

[dr darkstar] 24/10/2016 14:21

I've just looked at the Elliot wave projection for this move over the recent weeks and I can see the potential for a rise to 35p here; not of course in a straight line and over a few months ... but its there as a distinct possibility

[shrewdmole] 24/10/2016 14:16

That spread has been opened for a reason, to take the buying pressure off.

I'm here for the long run but the day to day level 2 data is making for very interesting watching.