Invinity Energy Systems Share Discussion Threads

[gbcol] 03/5/2024 10:49

Well from the RNS we know Schroders took 32million of them.

“ The issue of 32,810,630 Placing Shares to Schroders Investment Management, a substantial shareholder of the Company, constitutes a related party transaction under the AIM Rules and the AQSE Rules.”

Holding RNSs aren’t relevant because it hasn’t gone through yet.

[megaman2] 03/5/2024 10:47

Responding to zingaro

Kemche ...he keeps quoting posts from his idol and repeating them...one of them from years ago regarding a 175 p placing whith no relevance to today or one I can work out and we are meant to fill in the gaps !?

Roger
Over and out

[mikemine1] 03/5/2024 10:39

Some chunky trades going through, all over 23p (just).

[zingaro] 03/5/2024 10:39

megaman2: who are you referring to in 6478 - please always (when responding) put the posters name to whom you are referring.

[indiestu] 03/5/2024 10:14

I hope it's not such a tongue twister as the last.

[megaman2] 03/5/2024 10:14

You posted that multiple times now ..

The other quote must have been from years ago so I don't understand the relevance ..and from its contents it hasn't turned out so great ..you also posted that twice with no explanation of why you are posting a post from years ago referring to a 175 p placing

Even if he is an idol of yours try to keep it relevant

[kemche] 03/5/2024 10:12

"sp being forced to chop through some forced selling due to fund redemptions, but those are easing and in no way diminish from the fact that this Company is reaching critical mass of course. Notice how 'payments in advance' that allow IES to purchase components and NOT have to suffer the historic problems of working capital deficits where material orders would cause near-term cash strains. This is a reflection of the Company's improving stature in the marketplace and therefore leverage in negotiations. Great, great news."



More thoughts from a great man.

[megaman2] 03/5/2024 10:10

Fair point.its going to be a struggle if that's the case . Tr1 or lack of them in the future will give us a clue plus the sp!

[indiestu] 03/5/2024 10:08

How do we know if II's purchased? There has been no RNS yet to show any change in major ownership. My guess would be most of the shares have gone to boiler rooms who will be working together to offload on to PI's and turn a quick profit. The requirement for the accelerated book build would indicate so. Ie. No strategic investors.

[kemche] 03/5/2024 10:03

That quote was from a market professional who works for a bulge bracket brokearge. He goes by the name of Baron Barry echoridge von Rothschild-Cazenove.

[gbcol] 03/5/2024 09:58

I’ll be taking up all or most of my allocation. It’s slightly complicated by the fact all mine are in SIPP and ISAs so will need a bit of juggling around but there is no doubt in my mind that there will be significant newsflow in the next few months - you don’t get IIs stumping up £50m on a wing and a prayer, so they must have been given a very clear steer on what is coming down the track.

[kemche] 03/5/2024 09:50

The bottom looks to be in now what with the overwhelming institutional demand and everything.

[indiestu] 03/5/2024 09:37

Maybe just quoting as an example of how it is all rigged to bleed PI's dry. Of course we all make our own choice whether to spin the wheel.

[megaman2] 03/5/2024 09:30

If he has posted a post from.years ago of his what's the point ...as his claim that paying 170+180-190 makes no difference in the long terms was proven a bit daft at 23 p....

Best disregarded ..

Most will.hold now from 23 p barring short term traders ..we don't know who all the placement institutions are but my guess is they are not in for 10% and the longer haul.

Fag packet stuff but £1 share price is c £450 mkt cap post dilution
Pe of 20 needs £22.5 mill net profit ..I think pe of 20 is not ott for the size of the market and growth potential ..

But 40 -50 p can easily be seen if half that advanced becomes base ..I'm not sure other partnerships will move the share price ..for me it's all about the base sales now and delivery as another posted there is no excuses now

Real stab in the dark would need 450 MWh in a year to hit this (£22.5 net profit)..432 mwh in advanced so not out the question..
I'm buoyed by the brokers enthusiasm ..but he has form here and is the broker after all..from 30 years of aim investing im a confirmed cynic.

[indiestu] 03/5/2024 09:25

hxxps://www.businessgreen.com/news/4204146/uk-battery-storage-pipeline-expands-95gwIt seems the press pump has begun. I guess there are a lot of shares out there that need to be unloaded on to PI's at a higher price after the placing. There could be a quick trade here whilst keeping hold of your longer term investment. Let's see if they are able to generate significant price momentum ignition.There's likely to be some pumping on the bb's coming. With the amount of shares now in issue IES is going to trade like your average penny share. Unless...... there is some order news.

[yump] 03/5/2024 09:24

The whole post is in quotes, so its referring to something said on another occasion. I believe that is the way literate people use quotes.

The bit missing is the date or post reference.

[robertspc1] 03/5/2024 09:23

Didn't they raise previously at 175p

[owenski] 03/5/2024 09:14

from here to get back to 150, which is where a lot of mug punters bought in at, is a +600% rise, and equates to a +560m market cap. That's before they're in the money.

That's quite an ask.

[indiestu] 03/5/2024 09:07

I guess it's talking about Wednesdays selling when there was a big drop, likely a leak and an individual will make a packet. You wouldn't have had much luck trying to sell yesterday morning. Think the post refers to a previous offer reading the final line.

[owenski] 03/5/2024 09:05

The company states that this fund raise will see it through to cash flow positive.

I've said a few times that this could still be a couple of years away from 'profits'.

So, in all the excitement of this huge dilutive fund raise - 50% dilution - VSA capital has come up with some projected numbers, no doubt after discussion with the company as source.

Still two years away from profits and even then it's in the +170m ball park for revenue to generate an +Ebit of 5m

Current market cap after new shares, if this share price stays the same, will be +90m, priced at a PER of 18 in two years time.

If all goes to plan with Mistral, then this'll be worth keeping an eye on.

Zulch has been uber postive on promises but hasn't delivered so far, that needs to change and in fairness, maybe things will start to work here.

These 'Green energy' stocks have always been problematic there are far easier 'working' stocks out there to make money on.

[megaman2] 03/5/2024 08:56

What's this guy on about 175 p??? It's 23p..
Has he got the wrong board?
I'm dumfounded.

"that selling pushes the market price down near, or even below, the 175p issue price where even more legacy holders may decide NOT to apply. The headache comes by trying to figure out whether"

Just reads like gibberish ...175??.? It surely must be the wrong board ? Makes no sense at all..

[kemche] 03/5/2024 08:50

"Like I said, there is a somewhat defendable rationale for small legacy holders to sell the amount they can get in the open offer at any price higher than 175p and lock in that 'profit' by taking up their allocation (there is one other possible side to all this: some of these same holders and some clever clogs, may well have attempted to 'oversell' their allocation; ie., sell more shares than they are technically entitled to apply for in the open offer - effectively going short for a week or so - in the hope that everyone will NOT take up the offer and so they would be able to over-apply and get more than their initial allocation. This then gets into headache territory if - as has almost occurred - that selling pushes the market price down near, or even below, the 175p issue price where even more legacy holders may decide NOT to apply. The headache comes by trying to figure out whether the selling is mostly inocent activity or something a bit more sinister. This all may seem a bit technical but it is a very common strategy among hedge funds and other sharpish traders. It can cause short-term disruption, but its all part of the game). That relatively minor 'arbitrage-style' selling should have been more than made up by professional buyers who understand however, that that small selling pressure is (very) temporary and the sector - and the company - remain on fire, and paying 170/180/190 makes no difference long-term. For some reason unfortunately, the market decided to obsess over the 23rd and effectively wait until it is done and dusted before getting involved. In my mind, that is no longer the case as equally sharp shareholders have been woken up to the situation. We'll see"



And we saw.

[vatnabrekk] 03/5/2024 08:38

I'm fairly sure I'll take up the offer and probably apply for an extension. The company is now in a strong financial position so I don't see a problem.