Invinity Energy Systems Share Discussion Threads

[indiestu] 03/5/2024 08:34

Who is going to take up their open offer shares? I'm deciding if I need to draw a line under it or go in for a penny in for a pound. Is there any legal reason stopping them releasing news on orders if they receive them before the open offer completes?

[replicas1967] 03/5/2024 07:56

No idea 😂

[indiestu] 03/5/2024 07:53

Who's Sammy?

[sidelinebob] 03/5/2024 07:34

Sammy took the bait hahahahaha! Hows your trade now mug !

[sidelinebob] 03/5/2024 07:24

Sammy been played like a fiddle hahaha!

[gnnmartin] 02/5/2024 21:56

Today's FT reports that Microsoft has agreed to spend $10bn to bring online 10.5GW of renewable energy generating capacity, to power (or offset the power) of their AI ambitions. I suspect the other AI players might be embarrassed into similar actions. IEV is definitely in a market that is taking off. They suffered the disadvantage of being decades too early. There's still the risk that deployers of battery storage will be looking for a quick return, so go for cheaper lithium and not value the long life of IES batteries. They might feel that in 10 years time there will be better, cheaper solid state batteries.

[wheeze] 02/5/2024 20:59

It says a lot that Asia is streets ahead of ethically broke UK plc. We would rather spend money making war than saving the planet.

[coddish] 02/5/2024 17:05

https://x.com/james_bg/status/1786028625915007312?s=46

[gbcol] 02/5/2024 16:36

That’s difficult to deny robertspc1. The only question each of us has to ask ourselves is will it be different from here. You remain negative which is understandable given the bruising we have taken with the share price Personally, I’m much more optimistic, albeit my optimism has been rather costly to date. I think the management have underestimated (repeatedly and massively) what it needed to get to this point and how long it takes to get orders over the line. I think they have been naive rather than deliberately trying to pull the wool over our eyes. I don’t think a change of management is warranted or beneficial at this stage. There may have been a time for that but not now at this stage IMO.

[penrith] 02/5/2024 16:31

GBCol,I agree with your analysis. The large raise would not have been achieved in my view if those orders were not imminent. Would not be surprised with a gradual rise from now on.

[robertspc1] 02/5/2024 16:03

Everyone seems to be forgetting the most important thing. Management. They have destroyed massive shareholder value and haven't sold a single battery on genuine commercially profitable terms. They present well but constantly fail to deliver

[mab] 02/5/2024 15:19

New presentation on website..

hxxps://invinity.com/wp-content/uploads/2024/05/IES_Investor_Presentation_0424_WEB.pdf

Slide showing Invinity 6Gwh pipeline

2.4 Gwh Asia
1.9 Gwh North America
1.09 Gwh Europe
803 Mwh Australia
505 Mwh UK

[gbcol] 02/5/2024 14:54

The share price is evidently going to hover around 23p until this is all officially completed and signed off later in May. So not much point in announcing orders etc before then IMO. There probably aren’t any ready yet anyway. However hopefully in a few weeks we’ll get these much talked about “imminent̶1; orders signed and announced. That’s when we could see the share price take off, although might take a while to get back to the 60p we hit nearly a year ago, let alone the higher levels we had before that.

There have been some big orders talked about. They have run out of excuses for delivering them now this is in place. You have to believe that the likes of Schroders have been given the lowdown on these and were happy to stamp up yet again. I’ll be following suit and taking as many of my allocation as I can fund.

[74tom] 02/5/2024 14:49

Very bullish, the deals lined up piece does make sense & would explain how they were able to obtain such a huge amount of capital. For once, a UK listed company that isn't undercapitalised - if they can get those orders in ASAP and execute then this could be the start of something special.

[megaman2] 02/5/2024 13:28

Broker very very punchy ..a must listen .a circular incoming with more info and main point orders pending after funding confirmed in the short term..if that's true it's happy days .talking about £100 million Orders in short term .we have no.issues here if this is true ....

Also other big companies who completed all DD and liked what they saw but it wasn't possible to bring in but are in the wings and want to work.with ies but they are not talking about more dilution. Talked about the difficulty of bringing in more than 1 big player simultaneously

Also.kip is in bed with yosun who are a strategic partner. Mentioned the forums 😂🚀 probably our posts ..

[kemche] 02/5/2024 13:20

"The Company just raised money, ffs. This isn't a preparation for a fundraise, though of course, in order to increase the Company's ability to fund its future growth, this kind of high-level, non-deal, professionally organised roadshow is a crucial first step. IES has a decent footprint in the US and having a trusted gatekeeper introduce the story to proper US institutions now and hopefully get them to build positions - even small ones - in the market with the understanding they will look at funding a growing deal pipeline in the future, is long overdue. IES needs to break the bonds of this miserable AIM market environment by leveraging its increased profile in the US in order to be able to access the smartest capital in the world, and then even to lay the groundwork for a long overdue re-listing on NASDAQ."


Aherrm.

[mab] 02/5/2024 13:11

Latest report that the G7 was leaning on..market very lithium dominant.

hxxps://www.iea.org/reports/batteries-and-secure-energy-transitions

Uk infrastructure bank looking to give invinity a leg up in the slow moving
vanadian battery space.

John Flint, CEO at UK Infrastructure Bank said:

"Electricity storage technologies have a crucial role to play in balancing the energy system in response to volatility in supply and demand as the UK transitions to net zero. However, the market of investors in more nascent longer-duration technologies like vanadium flow has developed more slowly than for lithium-ion batteries. Our cornerstone investment has helped Invinity to mobilise the additional private investment needed to scale their manufacturing, supporting the development of a promising new longer-duration technology."

Couple of today's headlines from google

"UK residential market moving from solar-coupled to 'battery first', says GivEnergy"

"UK battery storage pipeline expands to over 95GW"

[marktime1231] 02/5/2024 12:58

That is a surprise, encouraged by the level of institutional interest from the likes of Schroders, no doubt with an eye on averaging down their holding price like we mere mortals do. Maybe punters will take that signal and subscribe to the open offer after all, the market buy is holding 23p+.

I hope the influx of cash does not see Invinity splashing it about, but a stream of front-foot news will surely follow now the board have been enabled. We are due some sales and trading detail after a 6 month hiatus. And they will be ready to drop FY23 accounts now going concern has been assured.

But this is still not the strategic partnership with a global industrial powerhouse which we have been promised, who is going to sell and deliver this across the two big markets eg US and Europe. The situation feels incomplete.

[mab] 02/5/2024 12:08

Think this long duration energy play will take a long duration, maybe to 2030 to
play out :-) Massive need, build out and gov / G7 support behind it but will take
time.

Another bubble in the sector would help :-)

The odd mention of Ai in a few rns wouldn't go amiss either

[mab] 02/5/2024 12:01

The 432 Mwh ...."company selected as the supplier - site planning underway"

see "Invinity now commercialising" [advfn bb] for 25 page Vox markets report

[cerrito] 02/5/2024 11:47

I do not want to push the analogy too far but shades of ITM. A weak board dominated by a CEO who was failing to do what he said he would.
The difference is that ITM were able to use their 16pc shareholding and board seat to get their man in who has improved the company vastly.

[mikemine1] 02/5/2024 10:57

Short article on Forbes



"Tripling the renewable energy capacity worldwide means installing more than 1 million MW annually by 2030—double the record set in 2023. That will require $1.5 trillion yearly, almost three times more than we spent in 2023."

"“As we increase renewable energy integration, we will need more than four hours of storage capacity,” says Julia Souder, chief executive of the Long Duration Energy Storage Council,"

It's all set up for Mistral I reckon.