Eqtec Share Discussion Threads

[juju44] 25/4/2022 16:31

Very fragile here

[stevea171] 25/4/2022 15:09

There are 4 EQT plants that should start up operations this year (not 2).
Italy MDC. H2.
Croatia MDC. H2.
North Fork, USA. end August.
Larissa, Greece. H2?

The last two are a bit off the radar. North Fork is much delayed but it will be a huge relief to see it operational. Larissa is in final construction stage as of February followed by fit out and commissioning.

[skinny] 25/4/2022 14:43

Canaccord Genuity Speculative Buy 0.83p 1.80p 2.00p Reiteration

[davidblack] 25/4/2022 14:19

They are now looking for the second course tomorrow.

[juju44] 25/4/2022 13:45

Looks like buyers have left the building

[juju44] 25/4/2022 10:30

Decent buying but not doing much for the price

[jakecat1] 25/4/2022 10:09

If PHE, a much smaller company with far fewer fingers in pies is £100 million at the moment - I would say at least that. In fact I would go beyond it and say currently we would be very good value for approx double where we are now. So £140 million. Longer term significant multiples of that as a global green energy player in my view. This is just my own thinking. What are your thoughts?

[davidblack] 25/4/2022 10:02

Dull as ditchwater

[juju44] 25/4/2022 09:23

I added some more to my shed load

[damian12345] 25/4/2022 08:52

Agree, but what do we think the market cap should be ??

[jakecat1] 25/4/2022 08:49

Excellent update. Current market cap of 70 million GBP for a global player in this huge field is plain ludicrous. Has to rise significantly from here, surely...

[juju44] 25/4/2022 08:48

More positives than negatives .Hopefully some recovery from here

[ashtree2] 25/4/2022 08:12

on IG cannot currently get a quote for 100,000

[stevea171] 25/4/2022 08:10

From LSE: Arden research note, price target unchanged at 4.5p.
2022 revenue forecast €30m,
2023 revenue forecast €45m

[stevea171] 25/4/2022 08:02

EQTEC revenues grow four-fold as demand increases



The company is now active in seven markets, and in 2021, delivered two new projects to financial close with financing for a third in progress, two Market Development Centres under commissioning, three additional plants under construction and 12 projects under development.

[stevea171] 25/4/2022 07:34

New announcements:

To support our Go-to-Market entities, we focused global partnering efforts on Tier 1, multinational technology and Engineering, Procurement & Construction (EPC) partners. On 26 November, we announced a technology partnership with Wood, for development and sales of waste-to-synthetic natural gas (SNG) and waste-to-hydrogen solutions. Our joint pipeline already includes a dozen opportunities.

Additionally, we worked through much of H2 2021 with three, Tier 1 EPCs on our larger projects in the UK and France, and expect to announce their engagement in one or more projects in due course.

Projects under development

USA:

The Company and its local partners appointed EPC contractor Infinity Project Management Inc (IPM) as owners' representative for the Blue Mountain Electric Company LLC opportunity in Wilseyville, California (BMEC). The project is expected to complete front-end engineering design (FEED) in H2 2022, toward financial close in the same year.

The BMEC plant will convert c. 24,000 tonnes of forestry waste per year into c. 2,400 tonnes of high-quality biochar and 3 MWe of power for the local community, whilst contributing to prevention of forest fires.

[skinny] 25/4/2022 07:01

.

2021 HIGHLIGHTS:


-- Delivery of c. EUR9.2m revenue, 410% of c. EUR2.2m revenue
in previous year
-- Reduction in EBTIDA loss with an increase in net assets
-- Growth across 7 geographies
o 2 new projects led to financial close with financing
for a 3(rd) in progress
o 2 Market Development Centres under commissioning
o 3 additional plants under construction
o 12 projects under development
-- Establishment of platform for growth
o Formal legal entities in Croatia and Greece established,
with two more expected in 2022
o Advancement of strategic partnerships including collaborations
with Wood, Toyota, Logik, H2
o Recruitment of engineering and project development talent
o Successful placing raised GBP16m applied towards market,
project and capability growth

[bradders51] 23/4/2022 06:49

I've had my IMC invation this morning.

[m4rtinu] 22/4/2022 20:25

Confirmed by Eqtec on twitter. A link to which is in the header above.

[skinny] 22/4/2022 14:34

I had to double take! 🙄

[m4rtinu] 22/4/2022 12:00

Full year figures for 2021 on Monday according to a couple of posters on LSE. With links to back up. What, if anything, will we learn?

[bradders51] 22/4/2022 10:04

Skinny - I've sent an email to IMC.

[bradders51] 22/4/2022 10:03

The most interesting one will be the InvestorMeetCo.
We can actually ask (difficult) questions about the loan.