Invinity Energy Systems Share Discussion Threads

[doctorbgreg] 07/3/2024 15:15

Bought about £800 today. Cannot buy anymore. I'm feeling pretty damn lucky at present. Consequently, I will be highly disappointed if I don't see a strategic investor and at least 500 MWH of orders by next week ;)

[gclark] 07/3/2024 13:43

In the comparison with lithium two things strike me, apart from those stated previously.
First, on-going insurance costs of a fire risk lithium site compared to a safer vanadium site
Secondly, local opposition to a fire-risk lithium site compared to vanadium.
I've bought more.

[megaman2] 07/3/2024 11:15

That being the case why is arguably the leading vfrb supplier in the west with no debt only worth £45 million...

It's a conundrum for sure ..

[wheeze] 07/3/2024 07:40

Money being ploughed into battery storage- hard to believe this will all be lithium.. https://www.theguardian.com/business/2024/mar/07/uk-green-power-industry-pledge-natpower-battery-storage?CMP=Share_iOSApp_Other

[megaman2] 06/3/2024 17:54

It's not helping the news vacuum on lodes which they won 11 months ago but hangs on finding a commercial partner for the other 50% of the money and the last news was that the "preferred partner" still hadn't made their investment decision ..considering this contract is supposedly to be delivered this year and those monies incorporated in projected cash this is very concerning.

[dacs40] 05/3/2024 18:28

www.pv-magazine.com/2024/03/05/standard-energy-unveils-vanadium-ion-battery-with-1-degradation/?utm_source=Global+%7C+Newsletter&utm_campaign=d8537a6bbf-dailynl_gl&utm_medium=email&utm_term=0_6916ce32b6-d8537a6bbf-159341341

[robertspc1] 04/3/2024 16:01

Trading back down as I guess no reason to buy ahead of the strategic partnership deal, unless it is done at a premium. Company must be reasonably confident of getting funds as recruiting a Principal Research Scientist, PHD with 15 years electrochemistry experience etc

[megaman2] 01/3/2024 20:30

Do you understand what dilution is ??? Clearly not ...

The market makers ...another Muppet ..

chester3 - 20 Oct 2023 - 08:18:25 - 5508 of 6057
Market Makers at it again!!! just bought 7500 shares & 2400 shares both transactions down as sells!!!

Absolutely clueless...
Don't reply .filtered . I don't have time for complete novice Invrstors who think they know stuff.

[guppygould] 01/3/2024 16:53

In an ideal world that is what would happen, but I've been up and down (a lot) with this share to assume the best by now. Hoping for the best, preparing for the worst...

[chester3] 01/3/2024 13:48

Megaman2

Dilution?the share is .25p!!! No dilution required it’s as cheap as chips. That’s way it’s at this price now, market makers driving the price down for a large investor!! Guess who!!

[megaman2] 01/3/2024 09:44

I'm expecting a huge rise after the inevitable dilution and strategic investor announcement which looks nailed on ..

The question will be what to do then....
Be a nice question to have ....

[brucie5] 29/2/2024 09:24

Hope, nice to be reminded; but I don't think any of the long term followers here doubt the opportunity. In the end it comes down to the business model: sales, profits, scalability and balance sheet. Items 2 & 3 are pressing.

[hope1815] 27/2/2024 17:05

Well justa bit more research I came across this Market beat Edge of the Street 27 Febuary 2024.I listed as read the link would not copy paste sorry

Vanadium: The Overlooked “Miracle Metal” Analysts See as a Potential Market Changer in Grid-Level Energy Storage[1]
Whether we like it or not, the world is quickly moving to a renewable energy economy.

Solar and wind energy are booming “green” industries. However, their power source is not constant. The nature of wind is unpredictable – and solar energy is produced only during daylight hours.[11]

So how do we store all this renewable energy and release it later at a controlled rate according to demand?

That’s the energy grid storage market in a nutshell.[12]

As McKinsey and Company point out, the market for battery energy storage systems continues to grow at a rapid pace.[13]

And while lithium-ion batteries currently lead the market in rechargeable energy storage…[14]

Some experts claim a better answer to large-scale energy storage lies with the overlooked metal called “vanadium.R21;[15]

With their unique properties, vanadium compounds are particularly efficient storage materials for batteries.[16]

That makes cutting-edge vanadium redox flow batteries (VRFBs) likely to gain significant market share on more expensive lithium-ion forms.[17]

Asset management firm Capital 10X goes so far as to predict that these vanadium-containing batteries will be “the future of battery tech.”[18]

VANADIUM PROMISES TO BE A MAJOR PLAYER IN THE GREEN ENERGY STORAGE TRANSITION[20]
The U.S. government keeps close tabs on minerals it considers critical to economic security, national defense, and a future of energy independence.[21]

As you no doubt realize, the public’s attention has focused heavily on lithium and its role in electric vehicle batteries.

Invinity Energy Systems has been mentioned and DOE has given Funding for Projects in the USA across several sites back in 2023.

[doctorbgreg] 27/2/2024 16:48

I’ve picked up a bit more this morning at 28p. A little bit of an eyebrow raise with such a small rise in the share price. Mistral on track, MoU now converted, and I loved the confidence of putting a time frame on contracts for strategic investment. Must admit, I’m still a little puzzled, more than happy to buy more below 30p.

[vatnabrekk] 27/2/2024 16:08

And I thought we were starting to head in the right direction!

[megaman2] 27/2/2024 06:49

Hoping for some more rns like buses to follow with positive news on lodes and advancement of us contracts.

[purchaseatthetop] 26/2/2024 17:26

The 14/9/23 RNS said
“However, as the order will now be fulfilled by Invinity's Mistral product, the Company expects that the sale will achieve a greater gross margin than previously anticipated.”

This will now only be a royalty. What gross margin will that provide?

[vatnabrekk] 26/2/2024 17:05

Well perhaps, but to be fair there is a difference between a MOU and a signed agreement!

[itsriskythat] 26/2/2024 16:27

A new strategic manufacturing MOU with Everdura was announced on 22nd Sep 2023. Today we have a strategic manufacturing agreement with Everdura which supercedes the old MOU. A case of stirring the same pot to generate some bubbles of excitement in the shares!

[megaman2] 26/2/2024 15:51

Probably has enough money until July so an investment in early April is not as tight as previous dilutions but still pressing and what many will be waiting for .

[tom_w3] 26/2/2024 15:45

Yes and keep the high tech IP somewhere better protected and more controllable

[boadicea] 26/2/2024 14:55

... why would you set up expensive production tooling in other locations unless there are sound economic reasons.

Quite so, and that is very probably the situation.

The product appears to have distinct features, two of which are relatively low tech and bulky (an electrolyte tank and the electrolyte itself or its solid ingredients) and a more compact high-tech part (reaction chamber, membrane, electrodes, sensors etc and the associated control electronics). Switch-gear, power invertors etc reqired for input/otput connection are also reasonably standard processes.

It very probably makes very good sense to manufacture the low-tech features locally in lower cost places and additionally save on transportation costs.

[purchaseatthetop] 26/2/2024 14:47

Game Theory in negotiations means knowing the counterparties next best alternative (NBA). What is IESs NBA in this case? That will determine whether any strategic investment is good for existing PIs.