Redt Energy Share Discussion Threads

[alchemy] 15/12/2016 13:51

The installation of the first gen2 sale is key. Easy to knock selling two. Much easier to worry had we sold none. Decision makers , in the main , need reference sales.Yes the volume has to zoom many fold.But the zoom has to be caused.Capital goods sales come when the purchase cycles and the sales cycle coincide. This can be about sign-offs, contract issues, credibility - the fund raise will help in some measure there. Timing of board meetings, sign off levels, etcetera.I hope we have a framework contract for the big deals ...so just calling off more units is "a doddle" . I also hope I am wrong about the purchase cycle complexity for smaller orders..and that through the learning curve it is shelling peas in a year's time.And of course that some sales are merely pull through from E-on like organisations and imbedded in solar pc sellers routines.--------Personally I don't like loose-ends and I'd love to know Gigha is fully up and working.

[dlg3] 15/12/2016 13:22

I know it says in the rns that only one director will take up their shares in the open offer, but it does not mean the will not buy in the placing..

[dlg3] 15/12/2016 13:17

not all placee,s will sell, I wonder if Anthony Millar is taking part???

[dlg3] 15/12/2016 13:16

a 37.5Kva generator costs around £6000 then to run a tower fuel wise would be around at lets say 3kw would be in the region of around 10 litres an hour...so the fuel for the year would amount to $38,000 in the states working on $2.2 a gallon....so one year without maintanace will cost around £36,000 then £30,000 on fuel every year after...

[dogrunner11] 15/12/2016 13:13

Depends on who's selling, strong support at 8.

Roll on those holdings RNS's.

[wardy333] 15/12/2016 13:04

Looks like it will drop to the placing price or less, 150 million overhang ain't good, up to H/Q to stop the rot but will they??

[dogrunner11] 15/12/2016 13:02

Using our tech with solar/wind will save them a small fortune and a lot of hassle.

[dlg3] 15/12/2016 12:58

American Tower offers generators in sizes up to 50kw and Cummins estimates that the typical load profile of a basestation in North America is in the 20-60kW range. These numbers seem very high.

[dlg3] 15/12/2016 12:57

Just my own perception, but:
There are many variables, however I think the 1 -4 kW is an accurate average for the communications power itself, but would also depend on how many providers are using the site or tower. If a site also requires AC power for lighting, air conditioning , etc. the power requirement will be a good deal higher.
I was not aware that towers were using backup generators as high as 40 to 70kW, would be interesting to know the load breakout on these...
The Motorola document refers to many of the emerging alternative power solutions such as solar, fuel cells, etc. As a reference point, most of the fuel cell backup power solution providers (Altergy, IdaTech, Dantherm/Ballard, etc.) have offerings in the 2 - 10 kW range and the "sweet spot" right now seems to be 3 - 5 kW. I believe these are designed to support communications function when grid power goes down, rather than powering an entire tower with lighting and other AC demands, although they can do so depending on configuration.
BTW, if anyone knows the relative power consumption of the smaller Urban rooftop antennas compared to a large cell tower I would appreciate any input. I'm also trying to find out if the rooftop antennas have their own backup systems or are depend only on grid power.

[dlg3] 15/12/2016 12:54

as you say dogrunner11 payback in 2-3 years...now that sound inviting!!! they will not be able to get them installed fast enough, the machines will sell themselves...Next house I build, I am having one!!

[dlg3] 15/12/2016 12:50

dogrunner11 would be the size ot the old copper water tank!!

[dlg3] 15/12/2016 12:49

work this one out, this is using an example from the states where fuel is so cheap!!


Most modern portable diesel generators are fairly fuel efficient – such as the Generac XD5000E, which burns through less than half-gallon of fuel an hour while running at 1/2 capacity, allowing it to run for 32.4 hours on 12 gallons of diesel. That works out to 2,500 Watts, 24 hours straight, for about $20.

so thats $20 a day, 7days a week, 52 weeks a year = $7280 a year to produce 2500w... one electric fan heater!!!

X 10 years not allowing for inflation, $72,800 plus the cost of buying the generator and maintanace....

now you should be getting a feel of how cheap REDT,s battery,s will seem to buyers....

[dogrunner11] 15/12/2016 12:39

What was that payback? 5 years or 2-3 years? Revolution happening right here, how many will have one of these installed at their homes in a short few years, lithium is pants, only thing is you will need a little extra space, bit like houses having coal storage not so many years back.

[dlg3] 15/12/2016 12:30

I mean what other option have they?? they have no power lines to thousands of these masts....no other thecnology fits the bill...eg. hydrogen, besides you loose half the energy producing hydrogen..for every 2 units of power you get one in return of hydrogen..then you are back to using generators again, where REDT,s machines have very few moving parts and little to go wrong..

[dlg3] 15/12/2016 12:19

doggrunner11 the telecom company will order, they will replace all those costly generators with something that cost,s less and is environmentally friendly, needs less maintanance and does not break-down....

[pierre oreilly] 15/12/2016 12:14

Then should be gnn

[pierre oreilly] 15/12/2016 12:13

Then, I think it's standard practice for some vulture capitalists taking part in a placing to short Thier allocation as soon as it is known. They don't have to be existing holders. The shorting imv is shaft has driven the price from 17p to where we are now.The price at times of LTS of shares being exchanged could go anywhere until the issue is digested, which is a month away. After which the price will begin to adjust to the new company value imv. I.e. holders have to take unpredictable and highly volatile prices for a month or so.

[pierre oreilly] 15/12/2016 12:06

Folder, red isn't at the stage of mass sales yet. It is growing into that over the next 4 or 5 years. Scott has already told us the capital requirements over that period will require another fundraising. All successful growing companies need to raise cash in order to grow until the stage of generating profits, which is a while off yet.

[gnnmartin] 15/12/2016 12:01

There have been some very large share sales, in the millions of shares and the hundreds of thousand pounds, since the offer was announced. My guess is that some of the subscribers are already holders, and are dumping existing holdings to match the shares they know they are going to get. They make 10% or more on the exchange, plus get the extra tax advantage of buying 'new' shares (roll over relief) and maybe EIS advantages too (though I don't know whether EIS applies here).

It does make one wonder if the placing could not have gone through at a slightly higher price, but people sitting in the back seat often think they could handle the car better than the driver.

[dogrunner11] 15/12/2016 11:58

Only just launched, first one hasn't been installled for anyone to look at!!!

Besides you can't buy online as yet, only register interest, might just answer your question, those two sold are to both very impressive companies that could well be ordering thousands in the near term.

[brucie5] 15/12/2016 11:56

Yes, two sold doesn't really amount to 'sales' in the greater scheme. Though I trust that more will follow. I have also been revisiting ITM, which does actually have sales to speak of, though not yet profit. They will both succeed or fail together, imho, according to how storage takes off.

[folderboy] 15/12/2016 11:55

"besides they have already sold two!" - brilliant product, great price - they have sold 2 - you are being ironic?

I hold very many of these still but do continue to worry about sales . . . should be in the 10s or 100s not the 1s, 2s or 3s

[brucie5] 15/12/2016 11:55

Can you remember, there a private investor/high net worth person who bought in size when the share price was around similar levels, shortly before it took off..? Can you remember what that level was?

[pierre oreilly] 15/12/2016 11:52

Yes, I don't think the price will be driven by orders yet. The price imv will be in the underlying value to a competitor or someone wanting to move into this from a related area. Imv, and at the risk of being called a ramper, I'd say the company after the successful placing will be worth double it was before the placing, and that won't be reflected in the market cap for a while. Scott alluded to that saying a successful cash raising these das on aim is a significant and confidence demonstrating event, owtte.