Redt Energy Share Discussion Threads

[dogrunner11] 28/7/2018 20:53

Spot on DLG, Pierre will be well aware that finance for none guaranteed income is not bankable

Specially not for a company that has zero trading history or assets, hey Pierre?

[dogrunner11] 28/7/2018 20:52

Wonder what’s happened to posted redT001?

[dlg3] 28/7/2018 20:51

you boys having a good time , if you read the regulation regarding the German Secondary Control Reserve market you would see that there is no way they are going to raise finance..ask pierre, he recons to be in the mix, the expert, come on pierre give it to them ......you are the same as owenski it is only that you are locked in at the moment... 5p placing on the way...

[cheshire] 28/7/2018 20:46

The deal just announced could run to the supply of 9,195 , 75Kw units. You can get a rough estimate of unit costs from the Annual reports which looks to be around £50k. So the total cost of supply could be in the region of £460M, hence why the finance still needs to be arranged. This is just one customer, and represents just 1% of the market.

[dlg3] 28/7/2018 20:40

All those years promoting REDT

[dlg3] 28/7/2018 20:11

yes he was dedicated to seeing REDT work..

[dogrunner11] 28/7/2018 20:06

I mean yes

[dlg3] 28/7/2018 20:00

dogrunner11

yes

[ts0mev] 28/7/2018 19:56

Jabil had just come on the scene when I got on board. Wasn't sure how long things would take to ramp up (no reference to the share price there) and Italy was also unexpected but I see what you mean about jabil, e.g. hxxp://www.morningstar.co.uk/uk/news/AN_1490953754998749700/redt-flags-lack-of-impact-from-jabil-plant-closure-ahead-of-delivery.aspx
Anyway, spent some time with Scott who explained his vision and he was very relaxed about it. Not going to happen overnight, things going to be done properly etc. Made me wonder if he'd had his fingers burn't. Yes, the share price dropped, but I doubt Scott has been phased by that. Now RED will need need Jabil more than ever as they expand, and believe me when I say they are in the business of growing.. What did Scott say in the video you posted? A billion what? I'm here for the ride and its going to be a long but comfortable one from here.

[dogrunner11] 28/7/2018 19:55

He funded this yet now he deleted his twitter account, sad really.

[dlg3] 28/7/2018 19:53

chicken01 someone mention my name???? we are not the same person!!! I am better looking than doggy boy, he will tell you different....thought this thread was minus us then some silly idiot mentions our name and it sets my web search alarm off, you see I have a key word search programme running 24/7 thats how I get my info, my sons can turn a computer inside out upside down and spin it around at the same time, google amazed by him......

[pierre oreilly] 28/7/2018 19:39

The answer from owenski depends on whether he holds or not.

If he holds, the funding will be a breeze, but if he sells and make 2p profit next week, the funding will be impossible.

He'd stab his own granny in the back for five bob, aint that right owenski.

[dlg3] 28/7/2018 19:36

you see REDT was based in Ireland 16 The Seapoint Building,
44-45 Clontarf Road,
Dublin 3

[dlg3] 28/7/2018 19:30

doggrunner11 you know John Ward did all the early PR for REDT......

[pierre oreilly] 28/7/2018 19:29

ts0mev- yeah, the way red have structured their business and jvd with jabil makes breaking into almost any foreign market very easy, even for a small but rapidly growing company like red. Jabil are all over the world, so they can build in almost any market with local labour.

I'm also invested in ceres power. They made a big mistake imv by assembling their own product. Thsat will hold them back and make growth very slow - a stupid move. Before i invested here, i checked that red were outsourcing production and pleased to see they had a jv with jabil who exist all over the world. The rate of growth by doing that is potentially almost unimaginable with red punching well above its weight.

[brucie5] 28/7/2018 19:21

Owenski, I'd like to know more about how this deal is to be financed. Presumably Scott is bringing a 3rd party to supply the capital, given projected cash flows at 15%. I wonder if Fieldhouse has can help us there, or anyone else who went to the AGM..

[brucie5] 28/7/2018 19:19

We got two threads going now - aside from the corrupted one. Happy to go with either. But can we choose one?

[cheshire] 28/7/2018 19:14

I think you might find the deal just announced could run to this figure if it is fully delivered

[ts0mev] 28/7/2018 19:08

still believe China/Asia are a huge opportunity just waiting to happen. Yes, there is competition already there, but there is room for another one.. No disrespect for other regions, but I know China is investing heavily in developing energy storage systems. They also invest a lot, e.g. HVDC transmission on a huge scale. Very deep pockets with a seemingly limitless scope in engineering.

[dogrunner11] 28/7/2018 19:05

Bang on DLG, revenues are not guaranteed and therefore not bankable.....


While the described updates in tendering conditions and publication requirements for Germany’s SCR market are a definite improvement in market conditions for energy storage players, we still consider the SCR market a very challenging field for battery energy storage.

At current price levels and reserve activation frequencies, economic viability of SCR as a stand-alone use case is still hard to achieve. The aforementioned updates will likely intensify competition in a market with constant demand and thereby lead to further price declines.

Furthermore, SCR remains a merchant market with uncertain and volatile cash flows and thus hampers bankability. On any given day, it is never certain how much money – if at all – a storage asset can and will generate.

[alchemy] 28/7/2018 18:43

PEs are unfashionable for disrupters so when discovered 40 could be way to low Big question is how long to get to the point where a £350,000,000 turnover can be "seen" or discounted?Any ideas on that?Finally when other geographies join in....eh?