Invinity Energy Systems Share Discussion Threads

[aja2] 12/9/2024 19:01

The biggest issue is still LFP and sodium. The former has plummeted in price due to Chinese companies cost cutting and demand for lithium less than supply and the forecast is that it will continue to gradually reduce in price. A report comparing these technologies vs VRFB from just 3 months ago was already out of date on the cost per kWh of LFP and sodium. As a result some LFP tenders have increased in size and duration encroaching on pure play LODES. Sodium cells are also dropping in price due to CATL, BYD and even US producers scaling up and that will inevitably be less in cost than LFP at the same production rate yet has potential for improved safety, much lower and more stable material cost, wider temperature bandwidth and higher lifecycles. It's lower volumetric energy density isn't such an issue for energy storage either. I don't doubt their VRFBs work but can they be cost competitive in this environment and the environment going forward?

[owenski] 12/9/2024 18:09

As said, cash pile is diminishing at 1.8m per month. If there are any restructuring costs, then that'll eat into this further, plus they were also investing in production.

Be interesting what they say about cash - if they fess up - at the 27 sept. results, post cut off period, it'll already be 5.4m less than the recently stated figure, just for the wage bill alone.

[owenski] 12/9/2024 18:02

What happens when even your 'broker' is completely in the dark and wrong footed -



Quite embarrassing, and goes to show that due diligence is in a large part based on what the company is telling you in the first place, Monk mentions how many participants got it wrong - and that includes UK finance.

No wonder Zulch got the boot, Zulch spun a story not based on reality, the facts are now coming home to roost.

Sounds to me like their business model is going to have to shift, too many unknowns going on, even though Monk still tries to placate, but that's based on a hope reliant on aspects of a business model and story that have massively disappointed, nothing's reliable for assessment at the moment.

Invinity are going to have to dig themselves out of a deep hole at the moment - I hope they do, but it's a bit of a bargepole until otherwise proven.

[megaman2] 12/9/2024 17:22

I dont think they can just sack everyone...as much as most would like to see some.more heads roll...

Regardless of who is in charge the whole thing might be flawed due to lithium battery Price falls vs vfrb & v Price.

[megaman2] 12/9/2024 17:08

Funny that hope...there is a poster on lse called oldtrader who rambles on like chatgpt about holders..endlessly

He also posts here under the same moniker

You and him where doing a double act backing each other up on here

You wouldnt stoop that low and pretend to be 2 posters to back yourself up?

Surely not...
Happy investing

[vatnabrekk] 12/9/2024 16:12

This seems to be RedT all over again!

[megaman2] 12/9/2024 15:47

We Will never know exactly whats gone on but the board & ukib probably told zulch to forget about USA and license there..need a uk based ceo...they need to slash admin costs asap license eveeywhere except ane pray Daily for a miracle. They likely backed zulch into a corner.

[megaman2] 12/9/2024 15:30

Vsa capital described rns as a horror show...the house broker...

Monk who is close to zulch said it was a sudden shock resignation!

Thats probably why they promoted internally imo.nobody was lined up...

Doe contracts look dead..? Said licensing model in north America..thats new

Just uk focused and Big delays..if ever..

A "horror show" worse than my commentary & from the house broker..

They are blaming the company for the info..some b.s. here
I think monk is suspicious of the info ..made a comment aboiy things dont suddenly change like that..maybe they never where..
Vsa just back from a nice holiday..spending some of the £ 2 mill fee...

[pdud] 12/9/2024 11:10

ZERO THE NONCE!!!!!!

[pdud] 12/9/2024 11:09

SHOW YOURSELF ZERO THE HERO YOU COWARD!!! !!!!!!!

[kemche] 12/9/2024 11:04

There is a huge, well documented rotation out of mega cap tech in particular and into smaller cap value in the US. We don't have the depth and variety in the market over here, but IES certainly ticks a lot of the boxes on the buy side, and so this has combined pretty powerfully with the other bull points in IES's favour - a delayed positive reaction to the original fundraise, which in my view was wildly bullish and so the share price should never have fallen below 20p, the good news SINCE that fundraise and of course, the change of government - to create what is fast becoming a rally with real legs.

From a self confessed market professional and adviser to hedge funds on long/short pairs trading.

[kemche] 12/9/2024 11:02

Clearly there is a huge, well documented rotation out of mega cap tech in particular and into smaller cap value in the US. We don't have the depth and variety in the market over here, but IES certainly ticks a lot of the boxes on the buy side, and so this has combined pretty powerfully with the other bull points in IES's favour - a delayed positive reaction to the original fundraise, which in my view was wildly bullish and so the share price should never have fallen below 20p, the good news SINCE that fundraise and of course, the change of government - to create what is fast becoming a rally with real legs.

[aja2] 12/9/2024 09:32

I doubt it. I'm sure whoever expressed interest and asked for quotes/tenders are interested but they're weighing up their options and seeing how IES improves their offering both in terms of performance and financial viability. Mistral is still price competitive on a long term basis despite the significant decrease in cost of LFP.Whether anything gets translated into orders is still up in the air but if it does then the current share price which is below the cash reserves makes the company undervalued. There is less than zero potential priced in. If time goes on and they show no sign of sales or committed orders then that is another matter. Given the strategic government investment it's in their best interest to deliver a financial mechanism for LODES as soon as possible.

[owenski] 12/9/2024 08:51

Sometimes wonder if this is RedT all over again, same dynamics and systemic problems, just at a larger scale with more punter funding pouring into the black hole.

Maybe??

[devano] 12/9/2024 08:22

They just need to keep that going for a couple of years to pay school fees.

[dr darkstar] 12/9/2024 07:46

Manipulation or gross misrepresentation?

[megaman2] 12/9/2024 07:02

The absolute worst case scenario i envisaged for next year ie no sales & doe & staked battery get deferred...

Thats what the brokers are now projecting..
The pre raise broker notes and company.pipeline where complete fiction...

Anybody who thinks otherwise are naive & wet behind the ears..there has been a huge manipulation of the facts & reality..

[megaman2] 11/9/2024 17:00

Hope this is very very weird..

You copied a Big part of one of my posts and presented it ase your own..why?

Having digested more info.my guess is the sales team went out and built a pipelone of mistral orders at a Price offering that is now not viable.

Everything is now up in the Air.