Invinity Energy Systems Share Discussion Threads

[mab] 08/7/2024 16:35

Some of the biggest volume days in the last year off recent lows. A 5mill, 3m,2m, and a 4m up day today. Should be a bottom in place for now, need some big news to keep the momentum and buying going

[mikemine1] 08/7/2024 10:14

If anybody, like me, has been concerned that Trump would pull the rug from under the renewables legislation, this article should provide some reassurance. It would certainly have been classed as a risk for IES in some quarters so that looks unfounded.



"Democrats will no doubt roll out fright messages to the faithful about Trump wanting to repeal all the green energy subsidies contained in the 2022 Inflation Reduction Act and 2021 Infrastructure law, but that’s nonsense. First, doing that would require a 60-seat GOP super majority in the Senate, and that is not in the cards. In addition to the Senate filibuster, the legislative process provides the minority party an array of tools to delay or kill unwanted actions.

Trump has repeatedly said that, while he would take a look at some of the costly IRA provisions, he has no intention of attempting to repeal that bill. Many funders of both the Trump and Biden campaigns are already benefitting from some of those incentives and would oppose efforts to repeal them. Politics in Washington is the art of the possible, and a full repeal of the IRA is not possible."

[wheeze] 08/7/2024 08:57

Some very large trades going through which should help get us going. Look forward to seeing the twenties behind

[mikemine1] 07/7/2024 12:24

hxxps://www.windpowermonthly.com/article/1869311/radar-eize-de-vries-siemens-gamesa-likely-produce-no-longer-secret-21mw-direct-drive-turbine

[mikemine1] 07/7/2024 12:21

Indiestu, your link, although probably helpful, are not accessible in the format you are using. This is a peculiar site and I have to choose Https instead of https. Others seem to be successful with other choices.

[indiestu] 06/7/2024 09:32

hxxps://www.powermag.com/siemens-gamesa-reportedly-developing-21-mw-offshore-wind-turbine/The race is on. All of this generated power needs a home.

[indiestu] 06/7/2024 09:29

hxxps://www.windpowermonthly.com/article/1869311/radar-eize-de-vries-siemens-gamesa-likely-produce-no-longer-secret-21mw-direct-drive-turbine

[indiestu] 06/7/2024 09:22

hxxps://renews.biz/94077/siemens-gamesa-15mw-turbine-gains-certification/

[megaman2] 05/7/2024 18:05

Ive read the USA $100 mill looks similar to the UK lodes competion 50% matched funding with 3-15 suppliers $5 mill-$20 mill per project . Nothing to be sniffed at if ies win some could be lengthy process .

Not sure with the existing doe award they might not figure as they already have demonstrations models in play with 100 % grant .

[dacs40] 05/7/2024 17:07

hxxps://www.pv-magazine.com/2024/07/04/us-doe-allocates-100-million-for-non-lithium-long-duration-energy-storage-pilots/?utm_source=Global+%7C+Newsletter&utm_campaign=df2cb836f5-dailynl_gl&utm_medium=email&utm_term=0_6916ce32b6-df2cb836f5-159341341

US DOE allocates $100 million for non-lithium, long-duration energy storage pilots
The US Department of Energy’s (DOE) Office of Clean Energy Demonstrations (OCED) has issued a Notice of Intent (NOI) to fund pilot-scale energy storage demonstration projects, focusing on non-lithium technologies, 10+ hour discharge systems, and stationary storage applications.

JULY 4, 2024 MARIJA MAISCH

No mention of IES in text but photo of Invinity units included as illustration.

[underdog1] 05/7/2024 16:53

Why do you keep spouting the same verbal diarrhea megaman2? Almost as if you have a vested interest… The reality is that the partnership with Gamesa continues and Invinity are still developing and recovering R&D costs associated with Mistral from Gamesa(see 2023 results rns). The recent Investor Meet presentation also mentioned that Gamesa have presented alongside Invinity at a number of tradeshows and conferences and that the Mistral sales pipeline specifically associated with Gamesa will be included after the launch of Mistral. Your talk of divestment is completely unrelated to Invinity or Mistral.

[megaman2] 05/7/2024 16:07

"Siemens Gamesa: An energy leader
Jochen Eickholt, Siemens Gamesa's CEO, said it is “part of our strategy to divest non-core activities and to focus on our core businesses: design, manufacturing, installation and maintenance of wind turbines”.24 Apr 2024"

That's not going to include hydrogen or vfrbs.

Ive posted this several times now and people seem unable to digest and read it ..
That's why ies won't say anything . If it was the other way round they would be jumping up and down..they are not you have to use your noddle all the information is in plain sight .


They have put the Indian arm for sale already . They looked at selling all of it but decided it was in too bad a state . They just laid off 4100 staff .

Dyor
They are supplying inverters and some other parts .

[megaman2] 05/7/2024 15:54

Siemens Ganesa have already said they are concentrating on their core business and not spending on anything else in their review in may.it included cancelling their investment in hydrogen . People are just making stuff up.
There is zero Siemens contracts in the 6gwh pipeline that's been confirmed and nothing up their sleeve. They have even stopped selling wind turbines for the last period due to issues and are concentrating fixing things for a possible disposal.

Just ramping. Which imo is unhelpful.
Indiestu you are talking nonsense ...they could have bought in at 23 p with everyone else . They didn't because they are concentrating on their core business from now on.

[mab] 05/7/2024 13:24

Should be some more contracts flowing Invinity's way over the next few years as Labour roll out there clean and energy independent plan. Having the UK Infrastructure Bank as a "strategic" investor could work out pretty well!

"To deliver our clean power mission, Labour will work with the private sector to double onshore wind, triple solar power, and quadruple offshore wind by 2030. We will invest in carbon capture and storage, hydrogen and marine energy, and ensure we have the long-term energy storage our country needs"

"We will embrace the future of energy production and storage"....

hxxps://labour.org.uk/change/make-britain-a-clean-energy-superpower/

[indiestu] 05/7/2024 09:27

1 for 8 reverse split.Siemens exercise their option for 10 percent at 1.75 costing them 9,6 million.Siemens have de-risked, investment given at the point of product release and move to break even.Share is now attractive to institutional investors UK and US. They can split as profits grow.This is what my crystal ball tells me.

[mikemine1] 05/7/2024 09:16

The big one is what does Gamesa have up its sleeve. IES wouldn't be drawn on what orders Gamesa has nor what its build capacity is likely to be. Siemens is huge so their engineering capacity is almost limitless in VFB terms. If Mistral is as good (and reliable) as IES says, it's no wonder Siemens' sales guys are getting excited. They might know more than we do.

[mikemine1] 05/7/2024 09:07

The new facility is quoted as having a capacity to build 500MW but does anybody know whether this is per year, per month or what? I assume it is a year.

[indiestu] 04/7/2024 14:10

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!

[indiestu] 04/7/2024 14:07

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 13:55

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 13:08

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 12:31

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 10:54

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

[hamidahamida] 04/7/2024 10:19

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