Redt Energy Share Discussion Threads

[alchemy] 28/7/2018 18:38

Turnover £250,000,000Gross Margin @ 15 per cent37,500,000Opex Overheads etc 12,500,000 Net £25,000,000 Number of shares , allowing for a pretty handsome raise 1,000,000,000.PE 40. Gives £1 per share. Numbers for polishing ..total spend.----

[jimflint] 28/7/2018 18:31

Brucie....I like to be invited over too. To actually share meaningful thought on the company and its direction.

VSA has reiterated its forecast share price of 22p. We have a fully diluted share base of 650m shares. So a projected market cap of £143m. VSA forecast 500 units in FY 2019. Each unit sells for €50,000 and if at net margin of 15%?, bringing in €37m. Let's assume development, admin etc of 50%, so EBITDA of €20m or thereabouts. At 10x EDITDA we should be looking at a market cap of around £180, so assuming the same share base, of around 27p per share. The VSA projection looks very conservative. But there are production risks etc and these are early days. But if things pan out, do the maths, things look highly advantageous. REdT say 80 Mwh cost £50m so £1.6m per Mwh. The guaranteed indexed price for Hinckley Point is £92.50 Mwh. If this pans out the big buys will be fighting over this. They couldn't afford not to.

[dlg3] 28/7/2018 18:15

not this weed spud... bet you can not filter me though spud.. they can not filter the creator of the thread.

[spud] 28/7/2018 17:59

Of course you can filter him! I've at least 5 people on filter here. If you don't water the weeds (ie respond) they eventually wither & die. spud

[dozey3] 28/7/2018 17:46

I learnt at the AGM that even after the lifetime of a redT machine the vanadium solution is not degraded at all and can be reused indefinitely. This apparently is not the case with lithium. They are clearly very robust, no corners are cut, and performance is remotely monitored. Ancillary components (eg pumps) may need to be replaced at say 5-10 years, but machines are expected to function for 20 years plus. They do not suffer from over-use, ie thousands of charge/discharge events, (like lithium) which makes them ideal workhorses to be part of the integrated energy-management infrastructure. The cheaper wind and solar energy harvesting become, the greater the economic benefit of management through redT machines.
The future looks bright, it’s redT.

[dlg3] 28/7/2018 17:46

you know I like a bit of entertainment, the wife has gone to Australia so have lotsof time to kill, bad news for you boys and girls..

[dlg3] 28/7/2018 17:44

get a grip???? what you inferring???

[dlg3] 28/7/2018 17:43

owenski just because you have bought calm down yourself, I had a good teacher...hahaha

other contracts will come along, so no big deal......

[dlg3] 28/7/2018 17:41

The Secondary Control Reserve is a mine field, there is no guaranteed revenue, creating volatile cash flow, this alone hinders bank-ability......so the chances of a company without a large cash balance raising funds will be near impossible..

[dlg3] 28/7/2018 17:30

Any of you morons read about the German Secondary Control Reserve market??? might enlighten some of you!!!

[chicken01] 28/7/2018 16:43

Whoah!...so good to read some positive posts, dlg3 and dogruunner (who appear to be the same person ) should stick to the other board...onwards and upwards next week I hope!. Any negative comments please use the other board...

[tidy 2] 28/7/2018 16:41

Afzal valli and Steve larrit ramping this. One to massively avoid on that basis alone.

[ts0mev] 28/7/2018 15:51

Brucie5 thanks for the heads up. Other thread was just garbage from dlg and tbh felt myself being dragged into senseless arguments.

[jimflint] 28/7/2018 15:10

ADVFN should block postings from his IP address?

[zingaro] 28/7/2018 14:37

Which thread to move to to escape dig’s rantings ?

[pdoc] 28/7/2018 14:24

I think the past few emails prove the point made earlier - dlg3/dogrunner11 deliberately wreccking the board with their incessant posts.

I will say it again with updated numbers:

Counting the last 2 pages, 29/45 posts are from dlg3. There must be people who are responding as he has't had to resort to posting as an alter ego to have a conversation with yet much today. It it happening though - dogrunner11 has 6 posts in the past pages in conversation with dlg3.

Check back through the posts - you are not going to find many examples of dogrunner11 posting without dlg3 posting directly before or after within minutes. It is as if they coordinate their times on the board. If anyone can think of an alternative reason why dogrunner11's posts are always at the same time as dlg3 posts it would be great to hear.

I can't think of a reason at all for this unexplainable coincidence...

[pierre oreilly] 28/7/2018 14:21

If anyone's in any doubt, dig posts lots of nonsense to bury any sensible red posts.

This should keep him busy burying this ...

[dlg3] 28/7/2018 14:11

or did not agree with the sale of Camco to the directors, I would put money on it that Camco International ends up at Verco, or the contracts they hold

[zingaro] 28/7/2018 14:11

Yep. Moving here to flee from dig’s ranting.

[dlg3] 28/7/2018 13:58

the company has a few things to hide, one more not going to make any difference...

Perhaps John found out that the some directors are involved in the Bio-gas sale... another one..

[dlg3] 28/7/2018 13:56

dont know dog but there looks to be some rift there... kenna only credited John ward with 2 years in the RNS... I would not trust Kenna one mm....