Eqtec Share Discussion Threads

[tell sid] 10/6/2020 07:18

EQT is the place to be now. Let's see if we can go up 20% to 30% today. Return to 30p+ soon.

[dafad] 10/6/2020 07:13

Some big director sells rns out at ITM,Quote from rns

Directors dumping stock as part of 'wealth diversification'

Moving their money over to EQT!! LOL (my quote)

[bmwman3] 09/6/2020 15:49

We were both spot on with timing and reasons for drop he called me naive then missed the boat!! You couldn't make it up! Say no more! Karma!

[carlisle44] 09/6/2020 15:17

Tell a lie mine was 9.47am post 883

[carlisle44] 09/6/2020 15:16

Aja2. Well pointed out. I think he made a negative comment after my post that it was time to reload at or about 9.46am!

Upward and onwards.

[carlisle44] 09/6/2020 15:12

How much time Sid?

[meganxmas] 09/6/2020 15:12

This is a completely different type of company to ITM so any comparisons other than green energy sector are completely disingenuous. This is like a PFI /PPP model whereby there are several income streams ... upfront consulting, ongoing facility management and operation fees and equity returns on project investment. It could be very lucrative especially if Eqtec have genuinely world class IP protected solution ... that is what will win them the projects and positions to benefit from above income streams and / or make them very attractive for a take out. As for financing each individual project will be separately financed and the hope is that Eqtecs equity element in each will be covered by fees earned elsewhere. 3rd party debt will provide most of standalone project finance alongside 3rd party and equity. Personally think company has chance of becoming very substantial but invest in it for what it is not for unsubstantiated comparisons or ramps. I have and am.

[highly geared] 09/6/2020 15:12

If they grow rapidly in the next 2 years to say £100 million revenue with high EBIT at say £20 million , and the market ascribes a racy growth PE of 50 then it could happen.

The key is quickly converting the large pipeline to confirmed orders (next 6 months).

[tell sid] 09/6/2020 15:04

The value of EQT's order book is already greater than ITM's, which are themselves valued at over £1bn. Just a matter of time before EQT becomes £1bn+.

[tell sid] 09/6/2020 14:55

And landfill is no longer an option.

[tell sid] 09/6/2020 14:54

EQT return to 30p+ soon. The difference now is EQT have multiple projects proven, on the order book and in discussions, all old incinerators will have to be replaced by gasifiers, and all new plants will have to be gasifiers. EQT's time has come.

[highly geared] 09/6/2020 14:52

Agreed! If things go well over the next 2 years, 7.5p might be achievable, but anything over that is a bit fanciful.

[tell sid] 09/6/2020 14:43

EQT return to 30p+ soon.

[neilyb675] 09/6/2020 14:41

5p seller here

[aja2] 09/6/2020 14:17

The interest in H2 and EfW has only just begun. Valuations may seem high for some companies such as ITM however they are on par with other companies in the sector in Europe and the US. Most of the companies will be re-rated upwards over the next 12 months once the large orders are confirmed. There is still a great deal of divestment to occur from old and dirty technology to investment in clean tech.

[otemple3] 09/6/2020 14:11

I've bought back in. Think the hydrogen bull run is still in full flow and this is by far the best value of the options imho. Think the rerate has only just begun here.

[highly geared] 09/6/2020 14:09

The trouble with ITM et al is they’re way overvalued based on “ not much” whereas EQT is Considerably undervalued based on a combination of huge market potential, confirmed opportunity pipeline and actual project conversion to date ( that proves the commerciality of the technology).

[tell sid] 09/6/2020 14:05

I was loading up.

[whiteslice] 09/6/2020 14:01

Afternoon Sid, where you been all morning..? I was behind the settee with my eyes closed after buying more yesterday.

[tell sid] 09/6/2020 13:56

Blue finish and a swift return to 30p+.

[aja2] 09/6/2020 13:51

You made a comment on here at 9.48am this morning during the fall so you had your chance if you so desired.

[tonsil] 09/6/2020 13:41

Boogar!! was gardening during the drop to low 40s and missed out on the top up.

[bmwman3] 09/6/2020 13:38

Well done to all who kept the faith and didnt sell. Many will be buying at a premium now.