Eqtec Share Discussion Threads

[sharetalk] 08/6/2020 13:37

COMMERCIAL PROPOSITION FOR SHAREHOLDERS

EQT Presentation & Interview (12/5/2020):


1) Slide at 11 min 58 sec - Waste to Energy Market Opportunity for EQT:

a) Europe:

-- Existing W2E plants = 500 @ €70bn: Serviceable Available Market to EQT = €20bn.
3% Serviceable Obtainable Market to EQT = €600m next 10 yrs.
-- New W2E plants (2020 - 2030) = 200 projected @ €30bn: SAM to EQT = €7.5 bn

b) Rest of World:

-- Existing W2E plants = 1500 @ €150bn: Serviceable Available Market to EQT = €30bn,
1% Serviceable Obtainable Market to EQT = €300m next 10 yrs
-- New W2E plants (2020 to 2030) = 1000 projected @ €100bn: SAM to EQT = €20 bn

2) Slide at 17 min 24 sec - EQT Target Verticles with Secured Project Pipeline:

a) Agric + Industrial Wastes = €18m next 3 yrs + €18m (O&M) next 10 yrs.
b) Biomass = €13m next 3 yrs + €7m (O&M) next 10 yrs.
c) Municipal Solid Waste = €40m next 3 yrs + €9m (O&M) next 10 yrs.

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

To which you would add 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 backlog = £52.4m (£21.8m under contract + £30.6m in negotiation).

4) Conclusion:

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

[royalalbert] 08/6/2020 13:28

Jrrhya we are talking pounds? also six years away from posting, you must be confident.

[snoopy12] 08/6/2020 13:23

Probably show up later. Good luck

[bmwman3] 08/6/2020 13:19

Nice good luck! Great timing!

[jrrhya] 08/6/2020 13:09

Invested 49k just now

[bmwman3] 08/6/2020 12:25

Mom's collecting for next leg up! Don't sell them cheap!

[32campomar] 08/6/2020 12:17

As good as the story Is no share on the planet can treble in less than a fortnight without a pullback. Hugely overbought in the short term.

[dafad] 08/6/2020 12:05

25 MILLION @ .47..DATED 5TH

[dafad] 08/6/2020 12:03

Massive trades gone through

[bmnsa] 08/6/2020 12:02

Fishing op over,going up now after collecting a few from weak holders.

[mikepotash] 08/6/2020 11:57

All those folks from fjet with a bit of cash to low!

[bmnsa] 08/6/2020 11:41

I'v thrown Everything at it already, earlier on today.
Sold several other holdings to get ahead of the crowd,which will continue to follow us in here.

[tenapen] 08/6/2020 11:41

Garth, Thanks for taking the time to post, ill take a look later.

EQT is still a red flag to me. Posts being deleted for raising questions on the other thread, Never a good sign.

Good Luck

[skinny] 08/6/2020 11:39

From A TA point of view, its looking very over bought.

[bmwman3] 08/6/2020 11:36

Little pullback! Buying opportunity

[bmnsa] 08/6/2020 11:03

Go with the day by day continuous rises,eqt's prospects, the green energy vogue + charts and the northerly flow :))

[tell sid] 08/6/2020 11:03

EQT return to 30p+ soon.

[garthgreyling1] 08/6/2020 10:41

https://eqtecplc.com/wp-content/uploads/2019/12/EQTEC-Gasifier-Technology_Brief_EN_Dec19.pdffor your benefit tenapen - see page 16

[garthgreyling1] 08/6/2020 10:36

tenapen,1. EQT can produce syngas from plastics.2. Hydrogen can be produced from syngas so syngas can be sold with this in mind.

[juju44] 08/6/2020 10:34

Bought a week ago expecxting a recovery . Never expected it to be this good so quickly . When the force is with you ......

[philjeans] 08/6/2020 10:19

Amazing chart - where we've come from.

And where we're going!

[gspanner] 08/6/2020 10:16

Trading defo feels a bit different today... No one is selling!

[sharetalk] 08/6/2020 10:07

thanks cc. I have added a "COMMERCIAL PROPOSITION FOR SHAREHOLDERS" section to the heading based on that information.