Redt Energy Share Discussion Threads

[owenski] 24/5/2018 09:34

Maybe Halfords can get in the energy game, they seem to have loads of car batteries sitting around going flat by the time a punter wants one in the winter. lol

[alchemy] 24/5/2018 09:33

The worn record. The melody lingers on . Some of it quite sweet.We have references. And empirical evidence boosting our claims. Also that slide saying degradation is more important in long term economic out-turn than efficiency is key. Yes there's some left before lift-0ff.

[troutisout] 24/5/2018 09:29

I think as Pierre used to point out that car batteries take up less space and are far cheaper. Can you imagine 22MW of REDT batteries, it would be a container park....

That's right isn't it Pierre?

[2350220] 24/5/2018 09:14

Following on from this informative and in depth discussion over last couple of days, I've closed out of my small position (just £2k).
I would like to thank all the contributors of this thread for all of their reasoned debate on both sides of the argument.
GLA and all the best,
John

[owenski] 24/5/2018 09:11

Lithium and established technologies still doing well, VFM is a new and relatively unknown technology, it is an uphill road to sell these systems, Gen 1&2 were trials and seeding systems even though oreally called me a liar for saying such. However time and company evolution tell the correct story. Gen 3 still to be released. As often said, this is a slow story and very early days. Red will be diluting your shares a few times more yet.

[pierre oreilly] 24/5/2018 08:30

The same reason why every car isn't a ford.

[morgank] 24/5/2018 08:27

Swedish power company Vattenfall announced this week it has successfully connected 500 BMW i3 batteries to the 228 MW Pen y Cymoedd Wind Farm in South Wales, providing 22 MW of energy storage in what the company believes is the UK's largest co-located onshore wind and battery storage project.How come RED are loosing out ?

[pierre oreilly] 24/5/2018 07:54

Please could you repost any post of mine saying the tech won't work. Tia.You can't, because I've never said that.

[brucie5] 23/5/2018 22:07

Keep going...🚚

[murdo mcsponge] 23/5/2018 13:43

Spot on Pierre. You are absolutely right!

[pierre oreilly] 23/5/2018 12:29

trout, sharholders sanction the general approach the company can take and the directors are paid to work out the details. You and i don't know all the details, only those details they have to legally publish.

The difference between you and me is that i know we can't know a great deal about what the company does, and you seem to think you can google all the detailed actions. You can only google the details specified by legal requirements, which is a timy amount of what goes on.

I'm afraid if you don't like being very largely in the dark, then don't invest in the stock market. or you could do what dig does and google pointless info like where vaguely related companies have their registered address.

We're all in the dark with every company - take it or leave it.

[alchemy] 23/5/2018 10:11

So £2,715 k costs? 355 plus 59 times 40 ?

[alchemy] 23/5/2018 10:03

I propose to use a billion shares and then recall with 800000Opex with 60 folk ? I'll take ideas.£355 plus 59 times x . Humour creeping in.

[alchemy] 23/5/2018 10:01

Ok spreadsheets .How many shares to start modelling ?A round number above the present number?Also. "Bear with" but I'll have to use a P/E ratio at some stage.The thing about a spreadsheet is that it can have all its variables moved. So disagreement about figures amongst us can be handled.It's - The logic is kind of fixed. So any comments on...? :- I'll use price times volume gives turnover.Turnover minus product cost = Margin Margin minus (operating spend (opex) plus overheads) gives profit.Divide by shares to give eps and the by a p/e ...voila!

[troutisout] 23/5/2018 09:54

Pierre, You seem to have a great opinion on something you don't know a lot about.....As for being sanctioned by shareholders, the specific options and pricing are not sanctioned by shareholders and are very difficult to change.....

What p@ is talking about is the options that were due to expire have been carried over on the same terms, that was not sanctioned by shareholders and shows a sleight of hand by the Management. If they hadn't got to a price/outcome where options could be vested then why should they be carried over. They should lapse and a new issue new options should occur, but as p@ says there is a limit to how may they can issue in a year and they wouldn't be able to award as many as previously due to these other options being issued......

In shareholders interests???

[p@] 23/5/2018 09:48

The 3p is my demonstration of what could happen in the future if this moving of the goalposts is repeated.

[pierre oreilly] 23/5/2018 09:41

I don't know the details of the options situation. What i do know is that it has been sanctioned by shareholders and that those with the most to lose - the large shareholders/institutions - think it's ok else they would have booted the lot out.
I haven't seen any documents about the 3p fund raising you mention, what date is it?

[p@] 23/5/2018 08:54

PO-To move the goal posts on old options (probably to get around the 5% Annual issue limit) says to me they spend more time on how can i get get a perpetual lottery ticket without risk.Will they do the same thing on these options when they raise more money at 3p?

[pierre oreilly] 22/5/2018 20:24

Brucie, i asked if all the bod were on high salaries - you just chose the ceo's salary.

What's the salary of the rest of the bod?

btw, i'm not 'putting on a brave face' or defending anyone - i'm just explaining the business as i see it. Try to view things as the big shareholders do, that's the key imv.

And not the inane ramplings of anyone else. I mean, can't you see the utter business immaturity and naivity in dig and dogs posts? Not only now, but over the last couple of years while they were ramping, or trying to?

[dogrunner11] 22/5/2018 19:51

Don’t forget the options Scott gained for last years performance, I would hate imagine what he will get if he actually achieves something.

It will all be in his interest though to lower the share price in order to qualify for extra rewards.

Decent CEO’s who achieve FA take shares as salary, not ours, too busy arranging finance to buy knock down price businesses paid for by share holders.

I still hold BTW, partly anyhow, until next rise then I’m off.

[costax1654x] 22/5/2018 19:44

Guys have a look at Aeg as well.Last RNS was amazing.Potential multibag in 2018

[brucie5] 22/5/2018 18:30

Again, yes and no. I'd call 350k quite a lot of a not yet profit making company of 50m mcap. That's Scott's basic, is it not?

Directors' job is to lead from the front.

But your other points are well taken. I continue to hold, having expressed my disquiet. I will now let Scott get on with it in the hope of my more optimistic reading of the current scenario!

[murdo mcsponge] 22/5/2018 17:26

I agree with you cheek.