Intelligent Energy Share Discussion Threads

[colin12345678] 10/9/2016 12:49

anyone remember ARM at 50p i think this has the same feel

[filster] 10/9/2016 12:46

The best use for IEH will be as an enabler to allow mobile devices to remain charged for a week or weeks and not days. That is a massive game changer and everyone wants that be it on a phone, tablet or laptop.. If Apple were granted patents then it would be interesting to see how this plays out over 12-18 months - or whether it's a longer time to market. If one smartphone maker came out with a battery which lasted a week then all the others would have to follow suit.

As for Samsung's "untested" tech - it's not untested tech, but more a packaging issue. They've obviously squeezed a tolerance somewhere and it is failing spectacularly and publicly. Hydrogen-hybrid fuel cells would seem to be the future, but they need to get out there with them otherwise something else could come along and steal their limelight and chance of making money.

Let's just hope that the jobs on offer are part of the 21st September announcement and that they can start showing a decent roadmap to market with a 'game changer' application of their tech.

[miahkaysor] 10/9/2016 12:23

There seems to be other hydrogen fuel cell companies operating in India, what makes IEH so special?Ibug or Dean can you shed some light?I heve heavily invested on Friday.

[qs99] 10/9/2016 12:05

Well something has perked it up? Maybe the share price has tried some of FUMs gel haha

[ibug] 10/9/2016 10:36

The hydrogen infrastructure in Germany is growing steadily. Just recently in July another station in Ulm was opened. Last week the groundbreaking ceremony for a new station in Rostock was held. H2 MOBILITY’s roadmap provides for the establishment …


Take a look at the hydrogen infrastructure being developed in Germany:



THE WHOLE WORLD IS GOING TO CONVERT TO HYDROGEN FUEL CELLS......imo.

The hydrogen infrastructure in Germany is growing steadily. Just recently in July another station in Ulm was opened. Last week the groundbreaking ceremony for a new station in Rostock was held. H2 MOBILITY’s roadmap provides for the establishment of the first 100 hydrogen stations by 2018/2019. A total of 400 hydrogen refuelling stations are to ensure nationwide coverage across Germany by 2023 - as the map shows - , and pave the way for an electric mobility future.

[ibug] 10/9/2016 10:24

tAKE A LOOK AT THIS INDUSTRY NEWS CHANNEL:

[ibug] 10/9/2016 10:13

Just for the record on September 6th and 7th two buy orders were completed at an offer price of 105p for a total of 1.250 million shares. That was followed by quite a few orders of 50,000 and 100,000 shares.

It looks like somebody was accumulating quite heavily when the share price just started to lift after bottoming out.

However this stock may be considered a turn around story that has huge potential given that hydrogen energy is going to take off worldwide powering cities such as Camberra , Autralia, cars, ships, drones and so much more.

The auto industry and hydrogen distributors are targeting 2017-2018 for this fuel source to start being a commonplace feature in the landscape of energy production. By 2035 every car and truck will be hydrogen powered and every diesel powered ship will replaced by hydrogen by 2050.


HENCE THE GROWTH POTENTIAL OF THIS STOCK WITH ITS 2000 PATENTS IS MASSIVE imo

[bismilallah1] 10/9/2016 08:44

Dean with all due respect its all old news ????

[filster] 10/9/2016 08:43

I don't think cell towers are 'it' either.. It needs to be something pervasive or generic to do with battery tech. They need their paperclip moment.

[dean windass] 10/9/2016 08:43

Why IEH were smart to set up E2 / Essential Energy India rather than find a local "partner". If this means Ballard are having difficulties in China, maybe that creates opportunities there for IEH

[dean windass] 10/9/2016 08:34

More on cell towers

[filster] 10/9/2016 08:21

Monday? I would have hoped that something is announced over the weekend or at the very latest an hour or so before the market opens.

[dean windass] 10/9/2016 08:21

Good article on global cell tower market

[qs99] 10/9/2016 08:16

ok lets see what transpires Monday

[dean windass] 10/9/2016 08:03

Some people will try and deramp this saying hydrogen is expensive and environmentally hostile to produce

" Hydrogen: Fuel for telecom towers
Aditya Birla Group pioneered the idea to use hydrogen (by-product during the manufacturing process of caustic soda) as a fuel to power Idea Cellular's telecom towers. The 'Green Idea' initiative was launched in Nagda, to provide uninterrupted power supply to Idea's telecom towers, which would otherwise consume diesel to run its generators in the absence of grid supply."

Hydrogen only needs producing when WASTE Hydrogen, a bi-product of various industrial processes has been used up.

Imagine the potential for profit powering Hydrogen Fuel Cells on free hydrogen compared to having to buy diesel for generators?

[dean windass] 10/9/2016 07:57

Like someone owning a large portfolio o quite dormant shares which could spark into life suddenly, IEH have their fingers in so many pies that any of the pies could be ready to eat now. QS99, it could be a combination of a few of IEH's projects maturing or one of them being "discovered" by a cash rich company looking to acquire patents and expertise .... I reckon, personally, IMHO, a takeover is in the offing simply because it has been said in the past that IEH is vulnerable to takeover. Post-Brexit, with sterling tumbling in value and then recovering slowly, we have a situation where the world has been alerted to the "15% off" tags on British companies and those tags reducing almost daily as sterling strengthens ... wait too long and the world misses it's chance to buy up UK firms on the cheap

[dean windass] 10/9/2016 07:46

"According to a report by Navigant Research, there are approximately 5 million cell phone towers (also called mobile base stations) worldwide, including 640,000 off-grid base stations at the end of 2012, most of which are powered by generators using diesel fuel."

[dean windass] 10/9/2016 07:36

IEH is very hard to value. I'm a great believer in the phrase "everything is worth what you can get for it". What are their patents worth? In the event of bankruptcy would they be sold individually or as a job lot? What is Essential Energy India, IEH's wholly owned Indian subsidiary worth?

I'm encouraged that there are so many markets around the world where IEH can start local versions of Essential Energy India. Bluntly, if disposing of Essential Energy India financed starting similar operations around the world, I'd be in favour of that. India is a huge market so E2 (Essential Energy India's "other name") could be worth a lot of money ....

The point I'm making is that it's hard to value IEH ... which is why the Capital Markets Day on September 21st might be a good move for everyone ... get a load of smart people and their laptops together ... tell them what you're doing, what the costs are, what the revenue is, the profit, local taxes, etc. and then, I presume, we'll have fresh broker ratings.

Brokers don't bother rating many AIM companies so the fact IEH actually IS of a size that warrants brokers' attention shows it's one AIM company perhaps capable of progressing to becoming a FTSE 250 company.

When IEH was floated ... with twice as many staff as it has now, brokers reckoned it could go to 415p per share. Now the company has half as many staff and is focusing on generating cash. On top of that, the interest in IEH's products and services since dieselgate might now be bearing fruit. IEH "regulars" have noticed the company is hiring new staff quite vigorously in the UK and the US.

[dean windass] 10/9/2016 07:21

This explains

1. How other parts of the world run remote telecom towers on diesel generators, much as is the case in India where IEH's wholly owned subsidiary Essential Energy / E2 is powering telecom towers with hydrogen fuel cells.

2. If desired, hydrogen can be produced on site reducing the need to refill the hydrogen supply and reducing maintenance costs. Periodically, the HFC needs to have encroaching vegetation cut back etc. if applicable.

The possibility for extending telecoms networks almost anywhere is very attractive for remote communities, governments (desperate to cut costs by moving government administration online and boost trade) and NGOs. The days of laying copper wire between telegrapgh poles are over. Even building fibre-optics into roads is now obsolete.

In times of war or natural catastrophe, access to telecoms can be restored quickly via hydrogen powered telecoms towers.

[dean windass] 09/9/2016 23:39

IEH are into HFC powered mopeds (Suzuki), Cars (Citroen / Peugeot), powering consumer electronic devices (phones, laptops etc.), share patents with Apple, drones, HFC powered off-grid mobile phone masts, water purification, I suspect the "emerging smartphone OEM" they're working with is Turing Phone (see specs for the Cadenza etc.). The drones have garnered quite some media attention ...

The departed CEO Henri Winand said IEH wanted to do the mobile phone mast thing in other territories apart from India. He also said that "dieselgate" had loads of companies getting in touch with IEH. Apart from the long charging times that pure EVs need, the batteries require elements which, on Earth, are not that plentiful. Using SMALLER batteries constantly charged by HFCs gives vehicle better range and gets rid of long breaks whilst batteries are charged from the mains.

Perhaps the main development has nothing to do with IEH and everything to do with Brexit and sterling's fall in value. If IEH was vulnerable to takeover earlier in the year, it's even cheaper now but with sterling edging up in value vs other currencies, it (a takeover) will be getting more expensive every day so any buyer may have decided to move quickly by sterling recovering.

There are all sorts of cash rich companies looking for bargains .... maybe Amazon would rather buy IEH AND a drone manufacturer .... maybe Apple would rather own IEH and launch the iDrone .... the iCar is, allegedly the worst kept secret in the car world ( www.techradar.com/news/car-tech/satnav/everything-you-need-to-know-about-the-apple-car-1292674/2) .... that article is fascinating since it shows how Apple could buy IEH like a smoker buys a box of matches. the same might be said for Samsung who might have thought that compared to the estimated $billion the recall of incendiary devices will cost them, moving over to hydrogen / battery hybrid powered devices may make business sense ... who would have thought in 2016 a device that proves to be a fire hazard could even make it into production? Hydrogen may be unproven but it seems the latest batteries demanded by power-hungry smartphones are also unproven.

As I have said earlier, IEH have their fingers in so many pies .... and they've been criticized for it but, like someone who has a bottom draw full of shares that have done nothing for a while, IEH have projects that tick along and one of them might suddenly ... due to Brexit, dieselgate, Samsung-burning-batteries-gate etc. cease to tick along and become a quick and easy solution to new problems.

Henri Winand has been saying for years IEH was ready ... it just seemed it needed the rest of the world to wake up to the possibilities .... dieselgate etc. probably hastened the need for alternatives.

[dean windass] 09/9/2016 19:42

The take-over story makes sense for me. Post Brexit and the fall in sterling, UK companies are cheap. Sterling is slowly recovering so I think it's quite possible someone has decided to buy IEH cheap rather than let them recover (along with Sterling making them more expensive by the day as it recovers) to be a competitor. I reckon the buyer will be from the Far East ... or it will be Apple ... who want to power iCars and all their other stuff with hydrogen ... BUT ....

I got into this LONG .... because I had a load of dosh i wanted to leave somewhere it could slowly grow ..... of course, IEH, like a lot of shares promptly fell apart but I stuck with IEH and averaged down .... I honestly have no idea why this should "pop" now but something is definitely afoot. Having been in this for nearly a year, I have seen sells increasingly being soaked up to the extent that if anyone thought they could short IEH or buy loads of shares in IEH cheap, they were having to compete with too much demand from about 6p and upwards.

Existing holders averaging down, others getting in at "the bottom" .... anyone who can go back far enough might see this was being held down for quite some time ..... for whatever reason, it has been decided, probably the day before yesterday, to let this go or, quite simply, there were no more shares to be had at about 7.75

The BOD are in a bit of a difficult position. Maybe there has been a leak of information but WHAT information? IEH are involved in so many projects that could make this go pop it's be hard to pinpoint which information was leaked and by whom .... it could simply be someone, somehow getting hold of materials to be handed to anyone attending the event on the 21st. I think that might be the reason ..... lots of little things, not worth RNS individually combining to show analysts that IEH is actually in a very strong position .... it may be nothing to do with IEH .... if Panasonic, for example are releasing a product which uses some of IEH's patents, it might be Panasonic themselves who have bought a load of IEH shares knowing an announcement Panasonic will make soon will make it clear IEH will be due a lot of money from licensing patented technology .... it's all very complex .... I really don't know ...... but, I come back again to the recent Directors Deals ... they only have a small window when they can buy or sell shares ..... something must have convinced them the shares were undervalued ... certainly there was no way the share price was likely to fall much .... anyway, if you find anything interesting over the weekend, let us know .... I think drones are too small a market to be responsible for this though they may be a PART of it ..... cars? Not yet ... unless there is an announcement of EU-wide hydrogen infrastructure and the EU project has come to fruition and IEH's HFCs are some kind of EU "industry standard" to be approved for autos ??? ... nah, can't see it ... I reckon the news is not just about India but also about powering mobile phone masts in other territories .... maybe a huge deal with finance already in place ....

[apfindley] 09/9/2016 19:07

SAME RAMPERS FOLLOWING THE TOP RISER STOCKS.They have not been interested in any of these companies before. The jump onto rises, and do no research, but somehow arrive with massively inflated target prices.BEWARE miahkaiser and colin12345-666.

[colin12345678] 09/9/2016 18:54

think i have some research to do over the weekend

[filster] 09/9/2016 18:30

@broshm - read the link above..

"The company will be welcoming visitors to Intelligent Energy’s stand(301) and will have its hydrogen fuel cell powered UAV on display, along with some ultra-light weight fuel cell stacks to demonstrate to visitors just how light the technology is, especially when you compare to a battery."

hxxps://fuelcellsworks.com/news/intelligent-energy-showcases-light-weight-fuel-cell-stacks-for-uavs-at-interdrone/