Redt Energy Share Discussion Threads

[ts0mev] 03/6/2018 23:17

Brucie5, I suppose if you are talking about carbon-neutral fuels then yes nuclear is probably the best option... if you can a nuclear power station built, in budget, within the next 2 years. It would be nice to see renewable energy sources providing a significant contribution in the meantime, no? Over the past 5 years I have been following tidal energy, again in the field of power electronics, looking at Alderney. Has anyone got a location for the project that RED will be supplying a 0.6MW, 3MWh redT flow machine system? Grid services is a complex market focused on demand side response and security of supplies in the capacity market. RED is a potential storage technology, however you are right that it lags behind more mature alternatives such as Lithium. That said, the lag is of the order of two years in some markets and significantly less in others. Will it become a mainstream consumer product offering? Very doubtful unless scalability becomes affordable. One of my recent posts noted RED as a low value stock. In the field of short durarion storage this is true, but much less so in longer duration applications such as tidal and wave projects.

[brucie5] 03/6/2018 19:59

I hope AIMFORPROFIT from the LSE board will forgive this copypaste, but perhaps I could ask tsomev to comment on it. Interestingly (to me) I've just been having a conversation with a lecturer in engineering, who sees the needs for storage, but has never heard of REDt, or, apparently, of the underlying technology. He was mainly singing the praises of nuclear power (!). If I was a graduate again, I think I would looking for every opportunity to market REDt's technology, to an ignorant public!

The most interesting sentence from this excellent post, from someone apparently involved in the industry, seems to be this one:
"I think a lot of that is down to the uncertainty of revenues and grid services. As soon as this is clarified and structured properly from National Grid I believe the orders will roll in quickly (assuming that Grid's input is positive, which I believe it should be given what Grid actually require)."

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23 May '18
In my job (in renewables investment and these days focusing mostly on batteries) I regularly meet all sorts of different people from across the value chain. Recently, and on many occasions, including as recently as yesterday, I have been asking people if they're thinking of flow 'machines' and who they would consider. Almost without fail everyone (including many people/companies who have already developed/constructed/owned lithium ion battery projects) now says they believe the future of the battery market is flow machines and that they are considering them very closely. I mention the potential equipment suppliers to gauge where Red are perceived in the market and without fail everyone says they are focusing on RedT's machines. It really seems that the market believes in this sub sector and also in RedT, it's just extremely frustrating that everyone I speak to seems to be 90% of the way there but is struggling to get that final 10% of commitment required. I think a lot of that is down to the uncertainty of revenues and grid services. As soon as this is clarified and structured properly from National Grid I believe the orders will roll in quickly (assuming that Grid's input is positive, which I believe it should be given what Grid actually require).

[dlg3] 03/6/2018 10:16

Brucie5 nothing wrong with the company, it is the management I have my reservations about!!!! selling Camco to company directors is not on in my book.....will they shaft the shareholders here just the same, use the shareholders money to get the company into a stable position then sell out cheap to find it ending up as a private Ltd company held by the directors....

[ch1ck] 02/6/2018 15:14

I agree, we are seeing a stream of good news being released with new investment from institutions.To date this boom and bust share price movement is being driven by speculators and short term investors.I have been part of that but am aware that at some stage the price will push into a steady climb that the point that we will see serious investment coming in.Keeping confident with a falling price is a challenge

[ts0mev] 02/6/2018 14:41

Agreed on holding.

[ts0mev] 02/6/2018 13:16

Brucie5, been buying RED for the past 2 years - never selling. Been following this thread for about 18 months. To be honest, there's been the endless optimism and a pinch of pessimism. I am guessing some are like me and believe in the product/technology. I work with technology and as noted recently started looking at energy storage; I also sit on committees of the IEC in related fields, but not TC120.
On buying and selling. it's usually not the technology shares. Bought and sold MUL and BOO for example, and also looked at funds like Smith & Williamson Far Eastern Income and Growth B and Baillie Gifford Japanese B were good ones. I'll keep RED for another 3 years, and then sell.

[brucie5] 02/6/2018 11:14

ts0mev
2 Jun '18 - 10:30 - 6511 of 6511
0 0 0
Redt is described as a low value stock. Either the business will transform or not. There is potential but Scott isn't known for breaking news so a breakthrough is some way off
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ts0mev: interested to read your posts here, and notice that you only post on RED, and have only done so since May 29th. What is it that attracts to this share, and not to others; and why now?

Thank you.

[ts0mev] 02/6/2018 10:30

Redt is described as a low value stock. Either the business will transform or not. There is potential but Scott isn't known for breaking news so a breakthrough is some way off

[ch1ck] 02/6/2018 10:27

Brucie5You are right, next week the share should show it's hand. Nothing has changed in the fundamentals so the share remains a buy I think people were taking a bit of profit and we should see a strong bounce on any news

[brucie5] 02/6/2018 09:31

Almost returned to base now: the quadruple bottom at 6p!

[ts0mev] 01/6/2018 15:00

Boadicea, power converters typically fall into line-commutated (switched) or self-commutated. The former are current-stiff and the latter are voltage-stiff. Line-commutated converters are rectifiers and static switches of the line voltage.
Ignoring load-commutation, inverter use a voltage-stiff source and an oscillator to determine the output frequency. The oscillator may be voltage controlled (VCO) taking a voltage level that is derived from the mains frequency (when available) or a preset voltage level when free-running. As you note, the output frequency of the inverter is variable so that it can synchronize to the mains subject to defined operating limits and provided that the rate of change of frequency (aka slew rate) is within the response time of the inverter. I agree that in theory wind power generators can be synchronous, but this would require them to control the rotating speed of their alternator (a mechanical, spinning machine) in response to mains frequency variations.

[boadicea] 01/6/2018 12:04

On the question of frequency control raised above, sources generating dc power require an inverter and this should be able to generate any required frequency to match a clock source and will be optimised for frequencies around 50 Hz using the supply main it is feeding into as the clock.
Wind power generators normally generating ac may use a variety of systems which can in theory be synchronous or alternatively asynchronous e.g. operating via a dc link. The optimum type may depend on a number factors including wind instability which may be site dependent (land sites with surronding topography effects may be more gusty than sea, etc).
A google search will find plenty of references for those wanting more technical background, e.g ~

[gspanner] 01/6/2018 09:40

Ts/Pierre,

I enjoyed your conversation, thank you.

[ch1ck] 01/6/2018 08:43

This is looking better with even more buys coming in.I bought in but its not showing as yet

[ch1ck] 01/6/2018 08:24

Two nice buys first thing, this looks like it is bottoming at a line of support.I would not be surprised to see this back to 7p very soon.If i see more buys coming in i will buy

[cheek212] 31/5/2018 16:17

Gutted - I'm on holiday when the AGM is on!!

[fieldhouse] 31/5/2018 13:50

p@
Your contact spot on.
Let the company get on with selling the technology.

[alchemy] 31/5/2018 10:47

Regranting RNS , trust that lowers the anti temperature.

[shavian] 31/5/2018 07:22

A comforting video on the various battery materials from Katusa Research in the USA. His comments on Vanadium are particularly relevant to RED.

[alchemy] 30/5/2018 20:52

Launch not til after July 1st.....but t'would be good.

[cheek212] 30/5/2018 18:07

I hope you're right but I've heard that before! Needs some news to get this moving.

[ch1ck] 30/5/2018 17:20

Strong buying coming in the afternoon. I bought some as it looks like it may turn

[ts0mev] 30/5/2018 17:10

Another point worth noting on VR flow machines vs Li-ion is that the VR flow machine can be cycled from 0% - 100% multiple times each day without significant degradation.
Li-ion batteries are known for their fast recharge times, but they need to cool down over a period of 12 hours or more before they can repeat a discharge cycle. If you were looking at a technology for grid balancing services, VR flow machines offer the highest level of availability.

[ts0mev] 30/5/2018 14:33

@bmcb5, thanks. Variable speed and grid integration is via power electronic converters. Power is regulated by torque and speed. In order to run synchronously with the grid using such an unpredictable energy source, I presume it would be necessary to operate at a (nominal) partial output using pitch control of the blades.