Invinity Energy Systems Share Discussion Threads

[indiestu] 04/7/2024 15:07

I'm done! I've bought enough to get my average down to 40 pence. Should be at break even by the end of the year. lol. A great couple of weeks with news from Invinity and as always balanced debate and well researched contributions on this board. Good luck all. Have a great weekend, enjoy the tennis, Friday is fun day and the pub is open!

[greenmachine2] 04/7/2024 14:55

Owenski re post #191. I agree with your cautious comments on the webinar presentation yesterday. If management is correct in their analysis and predictions, then there might be growing sales. Things are more positive in many ways than at the merger in April 2020 but the cash they have asked for since is huge, it needs profitable Mistral sales to get to 46p which is double the 23p entry price for the recent open offer and placing. We can live in hope.

[gbcol] 04/7/2024 14:08

There was talk yesterday of orders in the £millions and tens of £millions where the potential client had concerns over financial strength of IES prior to the placing. These are the orders they need to nail down asap. No more excuses.

[megaman2] 04/7/2024 13:31

I wonder if the 430 mwh advanced is there a big order lurking in Canada ? They have a 200 mwh facility there.

UK there is 96 mwh staked supposedly with the 34 MWh lodes already in the near term pipeline leaving 62 mwh plus USA doe 84 MWh totals 146 mwh of c 430 MWh in the advanced ..284 mwh unknown and what I'm.waiting to see if it's real and will come to fruition asap.

[itsriskythat] 04/7/2024 11:54

Launch first, manufacturing from September, then shipping by end of year.

[hamidahamida] 04/7/2024 11:19

Mistral from the wording yesterday could take up until YE to launch.Delays

[itsriskythat] 04/7/2024 09:56

I did not pick up on any delay.To ship Mistral before year end would require manufacturing to start in September?Planning a launch and inviting guests and press makes more sense in September than it does in July or August.

[indiestu] 04/7/2024 09:39

The market likes the presentation. Looks like she is going to blow finally! Enjoy! ??

[goodgrief] 04/7/2024 09:10

Basically they are going full blast at production testing of Mistral to ensure no expensive post launch remedial works.The UKIB funding was instrumental in the most recent order. Those ordering can now be reassured that Invinity has the financial wherewithal the process their orders and still be around to maintain it.

[gbcol] 04/7/2024 08:15

One last point, re mistral - as well as the launch they are still working on 1st shipments this year. Probably back end, but that’s me reading between lines.

Perhaps they weren’t as definitive as we would all like. You could say they are leaving the door open for slippage, or just being cautious about unforeseen events.

[gbcol] 04/7/2024 08:08

There was quite a lot of “same old” and waffle in the presentation. Two points I took away.

The growing licence & royalty model for outside of core markets will be significant. Margin for those will be >10% based on what they have with Everdura.

The other one was that they have been having discussions with Labour over the last months and it would appear that both VFBs generally and Invinity in particular are known to them. So with GB Energy and more focus on net zero, that may be one positive from today.

As I said, not a great deal of substance in the presentation, maybe a bit more to come by the Capital Markets Event.

[gbcol] 04/7/2024 07:57

I would agree that there wasn’t much substance or new info in the presentation. However I would argue that the fact that none of the potential orders from/via Siemens Gamesa are included in the published pipeline is a positive. Although they obviously aren’t certain to become orders, it does mean that the pipeline should get a significant boost when they are included.

At least we know SG are still very much involved and their sales team “excited”;.

None of that takes away from the fact that we need orders and we need to start getting them very soon.

[owenski] 04/7/2024 07:38

Mistral release date seems unclear, sounds like end of the calendar year if no delays.

Admission of problems at OSH was expected but also concerning as it sounds like they're learning as they go, but they are learning.

Not getting the impression of profitability any time soon, it's also entirely possible they'll burn through the latest funding and raise again, I wouldn't rule it out. Their intentions are one thing actual delivery is another.

[megaman2] 04/7/2024 06:39

36.15...on video..

No Siemens Gamesa projects in pipeline ...
No doubt some daft rampers will just ignore this and continue jumping up and down about siemens making stuff up because they can't read ...
Dyor

[owenski] 03/7/2024 19:39

Larry at Invinity is the equivalent of Joe Biden. The CFO is the most switched on guy there maybe he should be moved over to CEO.

[hope1815] 03/7/2024 15:58

Ah well, Mistral is not on 23 July 2024 but the model testing of 160 seems they making sure there are no mistakes which is good. The outlook for orders and partnerships seemed to suggest good times ahead.



Happy Investing

[hope1815] 03/7/2024 12:24

Actually yes if Mistral is to be on display on 23 July 2024. They did develop it as well I would think they would be there. What was your point again?

Happy Investing

[megaman2] 03/7/2024 11:46

Hope do you read any of the links you post ?

"Siemens Energy, which was spun off in 2020, has seen its shares fluctuate massively as it grapples with issues at its loss-making wind turbine business Siemens Gamesa, which in May unveiled sweeping changes as it strives for profitability."

Mistral.is with Siemens Gamesa ..not siemens energy

The sweeping changes in may where to stop spending on any non core business . That surely includes vrbs. The wind division is losing money & people simply keep refusing to read what they have actually said or are simply not able to understand & keep jumping up and down shouting out Siemens energy because they are a big company . From all I can see is they put in a few mill which is peanuts ..


Siemens will contribute 0 imo.

[mikemine1] 03/7/2024 09:34

I do like conspiracy theories, although I don't necessarily go along with them. Here's one while we wait.

We have been disappointed by the lack of orders that were flagged but not closed but, as we now know, some of the past orders have resulted in losses and therefore a drain of cash.It is conceivable that the management decided on a policy of not vigorously trying to close certain orders, preferring to take the inevitable shareholder flack to save cash. Being charitable, they were probably surprised at the rate of decline of the share price as a result.

As I said, it's only a theory to while away the time. To give more meat to it we would now expect an increase in the news flow regarding orders as they now tell us future orders will have either flat or positive margins.

The event later this month should be very interesting.

[chester3] 03/7/2024 08:30

Worth a read.

[goodgrief] 02/7/2024 22:30

"It seems Seimens will be attending that event".Maybe someone can ask IES at tomorrow's IMC webinar whether Siemens will be attending the Capital Markets Day?

[mikemine1] 02/7/2024 21:56

It's reading like a John Le Carre spy novel.