Redt Energy Share Discussion Threads

[alchemy] 18/5/2018 11:14

I was high up in Wharfedale. Curlews,lapwings , skylarks. ---- Next move is up. Imho .

[alchemy] 18/5/2018 11:12

Yes , "sell what's in the book". Gen 3 only any next gens a hard launch please. If solar energy capture falls then the more over-speccing there will be . If the fact of night continues the more storage will help.I think night is a given. By reducing our storage cost from a user prospective so much the profit of the combined system approach is much enhanced. Hope our margin is sufficient forusto become a phenomenon.

[brucie5] 18/5/2018 10:50

Did anyone else hear the conference call?

[darkdogs] 18/5/2018 10:17

Still in but if they mention gen 4 before any sales of gen 3 , will be out

[pugugly] 18/5/2018 10:13

PO:> A fair assessment - Risk (imo) if that the Gen3 machine is a long term options (20 years I think is the claimed life) and so many new developments are coming out of reseach centres that technology might well be overtaken and redered obsolete well before amortised by ourchasers - Just look at the fall in the costs of solar.

[pierre oreilly] 18/5/2018 09:58

You can always sell if you don't see rewards in the future.

The company is much bigger than last year in all respects (except the share price!).

These aren't priced on profit figures at this stage. p/es mean nothing. The price is based on sentiment, and sentiment hasn't been good. Also, there seems to me to have been a big seller consistantly, probably the director? who left a couple of years ago.

not one for grannies or income seekers. I'm still in because of the almost infinite market. Sentiment can change, and - not wishing to ramp - it does look a great target to me for any electricity/renewables player who quickly wants a storage arm. (is that a ramp? If so, not sure how else to state my opinions on this).

[chicken01] 18/5/2018 09:32

Pierre...I was thinking just that a year ago, and here we still are!. Where are all these orders and mega orders?... Truth be known, I think all of us are sitting on losses, and don't see a decent return in the imminent future, despite all the ramping on the other thread.

[dlg3] 18/5/2018 08:34

netcurtains Flowgroup that was the ultimate boiler room scam!!!! pun intended..

[netcurtains] 17/5/2018 20:12

FLOW GROUP....
Should this group be of interest to REDt

[ianous] 17/5/2018 18:51

I doubt a recording will be available, it wasn't last year even though several investors asked.

Another point that Scott seemed very buoyant on was about UK grid balancing. He said they had thought the ability to do this cost effectively was a few years away, however their new model (which he mentioned he would patent if it was possible to patent a model) showed they could do this now.

[brucie5] 17/5/2018 18:20

Today's retrace could provide an interesting platform tomorrow, if Scott 's forward vision is well received. The market will be looking at next six months.

[brucie5] 17/5/2018 18:17

Excellent, thanks. The 50% reduction in price should please Owenski. 😉 Will this webcast be made available?

[ianous] 17/5/2018 18:08

I thought the investors call was excellent and good to hear first hand that Gen 3 will be half the price of Gen 2. Clearly 2017 was all about gearing the company up towards G3 launch and understanding their customers requirements. Also interesting to hear that they now consider themselves to be the No1 (or 2) flow machine company globally.

The only point that I think Scott didn't come across so confident was the question about Vanadium prices. His response was pretty much the same as last year saying the vanadium market had got in front of its self and will settle back down. Last year he said they weren't hedging vanadium prices which I think is a mistake.

I like the company's measured approach and am very happy to hold here long term.

[cheek212] 17/5/2018 16:59

Good to hear that Jabil have seven times more capacity to build Vanadium machines than Tesla d to build their Lithium batteries - sounds like we might need to test out that theory soon!

[dlg3] 17/5/2018 16:46

edale looks like that.... lithium does have its place, just as long as you are aware of the downside of lithium, I have always said lithium has its market, it is not one solution fits all...

[edale] 17/5/2018 16:37

Interesting reference to lithium-ion below. Are they offering a pure lithium-ion option as well as the hybrid. If so wonder who is providing the Li-ion units ?

'Our foundations set us apart from our competition and this differentiation has enabled redT to rapidly attain a position as one of the leading flow technology solutions for businesses globally. Furthermore, as we move through 2018, redT is quickly being recognised as an expert and trusted energy storage solutions provider across the full range of energy storage technologies, including lithium-ion and hybrid systems, as well as our own, patented flow machines.'

[dlg3] 17/5/2018 16:17

Brucie5 Scott did say H2 for big sales, we wait and see..

[gspanner] 17/5/2018 15:00

Yarp.... and it has always been Scott’s way, not to gild the lily, so I am not surprised there is little forward guidance. Just waiting for the deals to be signed.

[brucie5] 17/5/2018 14:54

I hope the conference call is more informative. Nothing really, to report in today's figures, except that ground is cleared for take off, and take off continues to be pushed out... to H2 on sales of gen3. Demand ain't going away, though; and runway to sales was always going to be in back end of 2018. I was expecting a larger drop today, as short term momentum stalled, but the bottom seems to be nailed on in the chart at 6p. So now expect 7p to hold, and with the funding done and dusted, its going to be a question of waiting for those sales to come in. Ongoing concerns about profitability of the gen 3 won't go away until we see the potential of hockey stick growth further substantiated. But that's why we find ourselves down here...innit.

[ianous] 17/5/2018 12:37

Just got a response to say they will be sharing log on details shortly.

[cheek212] 17/5/2018 12:30

I registered a few weeks ago and had confirmation but have not received the dial in details yet. I will chase later if not heard by 2pm

[ianous] 17/5/2018 10:51

Anyone got the log on details for this afternoons investors call. I've emailed the address given but no response

[cheek212] 17/5/2018 09:50

The E11m at end of q1 is just Gen3 orders and doesn't include any gen2. The figure at the end of dec17 included both. So not the case of a reducing figure at all but Scott hasn't told us what the total orders are for Q1 just the gen3 orders.

[discusser] 17/5/2018 09:31

Looks to me like an excellent company laying secure foundations for wide-ranging expansion based on GEN3. No complaints.

[pierre oreilly] 17/5/2018 09:07

Encouraging results imv. We're no longer a nanocap, more a growing microcap - more staff, far more deliveries and far more orders than last year. Gen 3, so profitable. Fingers in lots of storage areas. The hardest step for a microcap is getting the first orders when no machines are deployed. Well, we've now passed that, and orders are and will come quicker since several are out there to be observed. Lifetime of 25 years to match the tech it's linked to - indmills, tidal or whatever, so no complete battery replacement after 10 years as with lithum (although i expect the lithium bolt on to gen 3 machines will be a replacable module after 10 years).

I'm sitting on a loss, but i expect to get that back with much more at some stage.