Eqtec Share Discussion Threads

[homebrewruss] 09/6/2020 10:19

a healthy pullback, had to happen at some point

[neilyb675] 09/6/2020 10:01

hope no-one has a stop loss on this

[tonsil] 09/6/2020 09:48

Naive BS! 60 million volume 90% sells. A more intelligent comment might have been that such a pull back is inevitable for any share that has more than doubled in a short period of time.

[carlisle44] 09/6/2020 09:47

I suggest its time to reload

[bmwman3] 09/6/2020 09:41

Mm's orchestrated drop imho not selling a singie share!

[neilyb675] 09/6/2020 09:17

for the love of God, stop moderating this thread....both good and bad needs to be able to be said

[highly geared] 09/6/2020 09:03

£multi billion is fanciful but no reason why this shouldn’t be at £100 million in the next 6 months if some of the huge pipeline is converted. Was overbought short term so there will be traders selling out but on a 2 year view, this looks a compelling investment especially if Billingham is transacted at that will justify an ongoing valuation of £20 million on that contract alone..

[bmwman3] 09/6/2020 09:01

Blatant deramping is just as bad if not worse!

[sharetalk] 09/6/2020 08:02

New info added to the heading yesterday, incase you missed it:


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?

[gspanner] 09/6/2020 07:56

Looking for some news of Greek project financing agreed this week/next.

Lovely 36% on portfolio ASX share overnight, strong US markets, can’t see any reason why this shouldn’t continue to rise until above valuations of peers given projects in motion....

[tell sid] 09/6/2020 07:31

Looks like EQT are now on the growth curve.

[m4rtinu] 08/6/2020 19:04

Not easy to read on phone. Looks like Inava reduced by 1%. Missed the date, I'm afraid.

Edit: 1/6/2020.

[mick sturbs] 08/6/2020 17:22

Holdings RNS

[crosschris] 08/6/2020 16:25

Happy with that, smallish gains most days are where it's at! Don't want it taking off too quickly. We'll be over 1p soon and then multiples in time.

[bmnsa] 08/6/2020 16:18

Where's Sid ?

[bmwman3] 08/6/2020 16:16

All aboard for tomorrow

[bmnsa] 08/6/2020 15:48

Sell your losers buy your winners.North channel on graph looking ace.

[aja2] 08/6/2020 15:45

Possibly, but it's still significantly undervalued based on it's near term prospects let alone further afield; depends if people are able to hold their nerve.

[bmwman3] 08/6/2020 15:26

The markets collected lots of shares to sell to you much higher! Do not sell on false drops!

[sharetalk] 08/6/2020 15:00

This new slide taken today from EQT's twitter posts, indicates potential €106.5m revenue to EQT across at least 11 projects in 2020 & 2021.

Includes Billingham 'RDF I' (€41m) + 2 other decent size RDF projects: 'RDF II' (€21m) & 'RDF III' (€13m).

[k1ngkonggb] 08/6/2020 14:30

RA, it's an outstanding return....the issue is with my staying power!!! :P

City, ITM is so overhyped and overvalued by a bloody mile. As you quite rightly point on here, EQT seem to have a very good pipeline if they all come to fruition. Again, not so sure on £1bn MC but certainly 200M is and will be achievable within 12 months or so.

[bmnsa] 08/6/2020 14:19

What's not to like:))

[city chappy] 08/6/2020 14:15

I think EQT could surpass £1bn market capitalisation quite quickly (i.e. within weeks) based on their pipeline and projects under discussion. Afterall EQT's pipeline is now bigger in financial terms than green energy company ITM's, and EQT's is only going to continue to increase within what is a growth sector.

Billingham is worth £40m+ to EQT upfront plus £1m pa to £2m pa for O&M fees, and they have several other projects in the pipeline, eg California, Greece, Balkans, France, etc. Also in the press release on 28/5/20, they seem to be getting serious enquiries and following up with detailed commercial offers on 2+ new projects per month now, worth on average €12m each (10 in Jan - May 2020 worth EUR120), meaning another potential 24+ for this year alone potentially worth €288m - and that is just the modest sized projects, without the Billingham scale ones.

"10 new commercial enquiries have been received by the Company in Q1/early Q2 2020 and full detailed commercial offers, with an aggregate potential sales value of c.€120 million, were made by the Company during that period." (EQT, 28/5/2020)

[royalalbert] 08/6/2020 14:08

With interest rates at present, that's a good return kk LoL.