Invinity Energy Systems Share Discussion Threads

[smackeraim] 12/5/2024 10:31

https://www.thisismoney.co.uk/money/markets/article-13407621/Britains-nascent-battery-industry-receives-shot-arm-Government-foreign-investors.html

[tom_w3] 12/5/2024 05:21

Thanks for sharing megaman. Interesting about the possible royalty percentage. I'd like to think that would be applicable to the licensing only and the sale of the IP protected stacks would be an additional income stream on top of the royalty percentage for these non-core markets.

[gbcol] 11/5/2024 10:57

Cheers megaman. You have to believe that the IIs were given a very good steer on what is coming up. After the recent history of ever lower placings and tumbling share price, they would be mad to stump up £56 million on a wing and a prayer. That’s what I’m relying on plus the fact that the pipeline remains strong and growing. We all know that they have struggled to get deals done but none of those potential orders have apparently fallen by the wayside and getting this funding in place could just be the thing to release the log jam.

I thought the last placing could be their last chance, I’m sure this one is. So for the reasons above I’ll be taking up my full allocation and if I can stretch to it, may try for a few in excess - “he who dares” or “fools rush in”? We’ll find out in the coming months IMO.

[1teepee] 11/5/2024 06:07

As described by Invinity, the lab will be investigating and assessing various use cases for vanadium flow batteries over the next 10 years under its Lab Call platform, including applications for grid operators and microgrids.

[1teepee] 11/5/2024 06:06

So they are doing a ten year study. Does that mean we have to wait ten years for significant orders?

[brucie5] 10/5/2024 15:37

Well, in for a penny - I've doubled up. If they can't deliver I will have made a bad mistake and so will the UKIB; but I dare say one it's one I can live with. Still seeing asymmetric potential here though my rose tinted.
;)

[smackeraim] 10/5/2024 15:21

showing a tiny sign of life. hopefully things churn out over next week

[mab] 10/5/2024 09:52

For the share price to rise meaningfully from 23p, Invinty has to start nailing down the 400+Mwh to justify the soon £100mill m/cap. If it's another year of emptiness on actual delivered Mwh the share price could fall to 10p as IES burns through another cash pile.

Mistral was meant to be launched, now "late" 2024. If IES starts knocking down the ducks as they do seem well lined up, and over delivers , price could easily do 50p and maybe 100p over next year. Market and sector trends major variables also which will play into Invinity's good or bad fortunes.

[guppygould] 10/5/2024 09:03

Thanks a lot Megaman, I'm definitely interested in what happens. I've had to write this off as an investment because I backed it too early and can't really average down in any meaningful way now, but I'll be watching developments nonetheless...

[gbcol] 10/5/2024 09:01

Thanks megaman, useful posts. I have spoken/ communicated with IES IR many times over the years(although not for some months), and they are always willing to discuss and explain as much as they can without divulging anything not in the public domain of course.

[megaman2] 10/5/2024 08:47

So the newsletter said people can email any questions . So I did about the rationale for $18 mill dilution to stake UK contracts including the 50 % matched lodes win.

I got a prompt reply with a paragraph which I won't copy because I didn't get permission . But certainly not anything not unknown.

Basically it was I have already aluded to. That's the state of play in the UK and they are doing this to get a foothold in the market in anticipation of near term market changes and being in a strong position to capatilise on that when it happens .

Said it was more easily explained and they could call me . I left a non uk number and said they could call anytime . Not had a call yet but I have my answer and had already come to that conclusion.

It is what it is. I understand why they have done it makes business sense but clearly there are no guarantees here moving forward if there was the share price would be much higher . Dyor I'm mindful that the likes of vsa job is to be optimistic let's hope this time it comes true and in a timely manner . If I get a call and gleen any further perspectives I will relay it .

[megaman2] 10/5/2024 08:02

"next Steps For Flow Batteries
On its part, Invinity is anticipating widespread use for its flow batteries. The US electric cooperative system is a good place to start. The five utilities tapped to host Invinity’s flow batteries are just the tip of an iceberg composed of 900 rural electric cooperatives that trace their roots back to Depression-era programs aimed at uplifting impoverished rural communities. Because these utilities are member-owned, not-for-profit entities with a community benefit mission (socialism!), they tend to have more leeway to experiment with potentially beneficial new technologies."

[tom_w3] 09/5/2024 22:31

You're going to have to wait until after the open offer closes for any movement

[indiestu] 09/5/2024 14:23

How dull. FTSE 250 breaking out, risk back on. IES going nowhere.

[gbcol] 08/5/2024 12:44

Indeed. The orders are still there if you believe the latest pipeline, 50MWh close to signing and another 432MWh in advanced discussions. So why have they taken so long to get across the line? Maybe the need for fundraising was preventing clients signing up. In which case, that obstacle is being removed. It could be they are waiting for launch of mistral, but that is less likely IMO for the imminent ones, as they have already signed up mistral orders plus the 50 MWh ready for signing doesn’t seem large enough to fit into the mistral size sweet spot.

It’s very, very frustrating that they haven’t nailed these orders that were signposted at the end of last year, and the failure to do so meant the placing was at a much lower level than it would have been but there is some comfort to be taken that they orders are apparently still there and the pipeline continues to grow significantly.

[megaman2] 08/5/2024 11:25

Completely agree mike that's the crux of the matter..

Orders asap and news on existing ones.timelines keep getting put back which is disastrous for cash flow and has to improve substantially . No excuses now.

[mikemine1] 08/5/2024 11:23

I doubt if VSA is allowed to buy as been suggested.

[mikemine1] 08/5/2024 11:21

GB, well reasoned but where are those orders? IES have stated that it takes about 6 months from initial enquiry to placing an order. Fair enough, so where are the orders they have been flagging for months? They need to start closing these sales and soon.

[indiestu] 08/5/2024 11:20

That is a lot of volume over three days all on the buy side. Why would VSA risk purchasing over a million in share value after their big pay day? To support the price? Do you mean keep it over the open offer price so the available shares are fully subscribed? That being the case you must be assuming the share price would tumble without said support. Why would that be? Doesn't make sense to me. Maybe it is punters buying in the market, genuine interest. Rebuilding positions. Does anyone have level 2. That should give an indication of where the sell side prices are sat and when this could move.

[gbcol] 08/5/2024 11:00

It will all depend on the newsflow once this placing and OO is finalised IMO. Also, there could well be positive press at completion, along lines of this weekend’s in Sunday Times. Well funded company and with a very healthy pipeline, that should hopefully generate significant buying interest. On the other side, many will be tempted to sell their 23p open offer shares when they can get 10%, 20%, 30% profit, so may take a little time for things to shake out.

However, we know how quickly the share price can move (both ways!), so if they start landing some of the rumoured £100million orders - or indeed any orders - we could see a significant re-rating.

[itsriskythat] 08/5/2024 10:34

There could have been some forward selling at 24p a couple of weeks back.

[itsriskythat] 08/5/2024 10:30

The current buying is likely the broker VSA Capital supporting the share price until the new shares are traded and the open offer is closed. Paid enough in fees to take a small hit.

[doctorbgreg] 08/5/2024 09:56

I need to pick someone’s brain! I appreciate the share price isn’t going to move really until the open offer is concluded. Just as a hypothetical, what happens if this level of buying continues in the mean time? Will the share price remain flat for the next few weeks, then sky rocket? Will the share price be forced up during these next 2-3 weeks?
I’m not expecting anything, just more of a hypothetical question for my learning.