Eqtec Share Discussion Threads

[city chappy] 08/6/2020 09:35

EQT Presentation and Interview,
12/5/2020



1) Slide at 11 min 58 sec:

Waste to Energy Market Opportunity for EQT - Europe:

a) 500 existing plants at €70bn: Serviceable Available Market to EQT = €20bn. 3% Serviceable Obtainable Market to EQT = €600m next 10 years.
b) New W2E plants: 2020 - 2030, 200 projected at €30bn. SAM to EQT = €7.5 bn

b) Waste to Energy Market Opportunity for EQT - Rest of World:

a) 1500 existing plants at €150bn: Serviceable Available Market to EQT = €30bn, 1% Serviceable Obtainable Market to EQT = €300m next 10 years
b) New W2E plants: 2020 - 2030,1000 projected at €100. SAM to EQT = €20 bn


2) Slide at 17 min 24 sec:

EQT Target Verticles with Secured Project Pipeline

Agric + Industrial Wastes = €18m next 3 yrs + €18m (O&M) next 10 years

Biomass = €13m next 3 yrs + €7m (O&M) next 10 years

Municipal Solid Waste = €40m next 3 yrs + €9m (O&M) next 10 years

Total = €71m next 3 yrs + €34m (O&M) next 10 years

To which you would then add, for starters, extra projects subsequently mentioned in the 28/5/2020 press release, including:

-- 13 potential new projects in Balkan region.
-- 10 new commercial enquiries Q1/early Q2 2020 with potential sales value €120.
-- European Infrastructure Operator selected 3 potential projects.

plus any other projects they subsequently secure.


3) Comparison with ITM Power (Market Capitalisation £1.55 bn on 8/6/2020):

ITM Update, 8/6/2020:

-- ITM have a backlog of just £52.4m, comprising £21.8m under contract and £30.6m in negotiation.


4) Conclusion:

-- EQT heading for a £multi-billion valuation.

[highly geared] 08/6/2020 09:24

PHE motoring and c, 4.5x our market cap. This anomaly makes EQT so undervalued.

[philjeans] 08/6/2020 09:21

Added - way undervalued here.

ITM valued at £1,5B - losing money fast and completely overblown!

This tiddler at £20M.

BUY

[sja123] 08/6/2020 08:44

They mention steam powered turbines here for creating power....but if they are looking around for the best clean tech solution, gasification has to be in the mix.....

[bmnsa] 08/6/2020 08:42

I kept my word-
I made it my 7th buy in 7 days early on:))

Edit: 8th buy,2nd today
Getting very top heavy now,but go with the flow.

[gspanner] 08/6/2020 08:24

And interesting that ITM has been hammered this am... As I recall the figures - £1.5bil mcap, £25mil yearly sales, £30mil in negotiation (to be fair most of these are converted to actual sales) and £17.5mil yearly loss!

[tell sid] 08/6/2020 08:16

Dafad, EQT will be as big as ITM soon but are even better in some ways. ITM just produce green power, whereas EQT both produce green power and also eliminate waste materials in the process.

[highly geared] 08/6/2020 08:14

£100 million market cap for starters will be in order if we see some of the multiple enquiries convert to deals over the next 3 months. 5x the current share price should be achievable over the next few months.

[tell sid] 08/6/2020 08:12

EQT return to 30p soon.

[tenapen] 08/6/2020 07:49

Posters on the other thread are again trying to link EQT with ITM Power. To confrm, EQT is waste to syngas company, it isn't even a green waste to syngas company as it uses wood pellets ..... Brown Syngas. ITM is a fuel cell company.

Take care.

[dafad] 08/6/2020 07:10

From ITM trading update out today,looks good in terms of climate change mitigatio
n for us


Dr Graham Cooley, CEO, ITM Power plc, commented: "The emerging trends in different industrial sectors, together with increasing acceptance by governments around the world that green hydrogen is an essential vector to achieve their carbon reduction commitments, bode very well for the electrolysis market. Against this background, ITM Power with partner Linde is very well placed to capitalise on the major opportunities we expect to arise from the continuing drive towards climate change mitigation."

[snoopy12] 08/6/2020 06:40

Morning CC thank you for the reply.

[city chappy] 07/6/2020 23:19

They received Eur770,000 in May 2020 for equipment sales to one of the California projects. They also havel a £10m loan facility with Riverfort, most of which is undrawn. Cash not an issue.

[snoopy12] 07/6/2020 22:10

Looking into these, moving forward what is the cash position. I don't want to see a placing coming with the rising share price. Over to someone who is here for a while.

[17902] 07/6/2020 21:32

Timing is everything and I believe now is almost as good as it gets from an investment perspective

[bmwman3] 07/6/2020 21:23

Big week coming for us here! Anywhere under 0.50p tomorrow is a good entry I feel! Rest of the week we will be trading ever nearer to 1p lmho here's to a good week!

[sharetalk] 07/6/2020 19:40

Thanks hoimebrew. I have now included the quote in my post above and the heading info.

At 48 sec he also says they could produce hydrogen syngas, including for use in fuel cells. More future proofing.

[homebrewruss] 07/6/2020 19:18

Sharetalk, thanks.
I posted a direct link to the video file the other day where you can fast forward and rewind, here you go:

[sharetalk] 07/6/2020 19:03

The CEO mentioned that he expects 'COBRA' or another similar company to take-over EQT and that it has already been talked about but he feels it is too early at present - implying he wants to see some growth first, so they can get a better price.

Webinar on 12/5/2020, at 43 min 02 sec (in respone to questions at the end):



"If you look at COBRA and people like that scale, their modus operandi is after two or three projects together, they will make a bid for the whole company. We would not say that conversation has not already taken place, we just don't believe that now we are at the right valuation to exit - either for shareholders or ourselves [management]...In due course, I think an exit will come from one of those large partners." (CEO, Interview Q&A, 12/5/2020)

[tenapen] 07/6/2020 16:18

Eh !

I'm not deramping eqt, I am though highlighting the Ramp as I see it.

Eqt are short of cash to fulfill Thier obligation and MOU's if they go into production !. Why else would eqt put back payment of *loans due by one year only. What sweetener was given if now the loanee can not exercise the warrants ! as it will take them over the 30% threshold and have to make an offer for eqt. Could this be why the company is paying Align for positive boardering on ludicrous Research. And imho paying for paid posters on Advfn / l s e - we all know it happens, to get the share price higher and then have the fund raising !. This would Good for eqt & Altair company who could then exercise without going over the 30% . Bad for the FOMO investors who are buying the nonsense. For Align to link eqt with ITM Powers share prices outstanding rise is outrageous. Eqt burn waste / wood pellet and the like. The syngas the produce isn't even green. The whole operation relies on a third party giving them the waste or eqt / site operator having to buy the wood pellets to keep the fires burning. At least Biffa have Thier own waste collection division. If Peel decided to have the second DMC near Billington ! Billington would be worthless, imho.

I made c£400 and would have stayed longer if it wasn't for my blinkers being removed along with 'questioning' posts on the other thread. It's always a Red Flag when posts are deleted / moderated.

Imho it's a Ramp and people can choose to do what they choose, but at least this thread provides an alternative view, of which people can add or take away from.

*


Written on my Moto E phone.

[tell sid] 07/6/2020 14:57

tim, I'll look up the quote for you later today and perhaps st will also incorporate it into his heading with the quote right at the top about someday attaining FTSE status.

[cmackay] 07/6/2020 14:37

And yet after making a 3 figure profit on a 3 figure trade, you have come back to deramp EQT. Not very consistent of you.

[cmackay] 07/6/2020 14:35

tenapen - 29 May 2020 - 16:01:53 - 13071 of 13206
Tewkesbury & cmackay, well done making good profits from phe. You say you have move All or most of that money into eqt !. I hope it works for you both. It's not good that you've come back here to stir the pot with the basher's. Isn't it a unwritten rule of these boards to keep to keep to the company thread. Only the paid for posters, dart all over with Thier tips !.

Have a good weekend all.