Redt Energy Share Discussion Threads

[alchemy] 20/8/2018 08:25

Journey continues.

[trendspotting] 20/8/2018 08:15

Significant news here and not many have understood the magnitude of this partnership in the UK. Anything in single figures now are golden tickets. I expect a solid flow of news built upon this from here.

[crystball] 20/8/2018 08:00

Interesting news. Out of this acorn may come a big oak tree.

[gspanner] 20/8/2018 08:00

Ah well thank you, hats off to you... Better researched than me.

[greenmachine2] 20/8/2018 07:52

I read this article , published May 2018 a while back re Anglian Water and vanadium flow machines. I hoped then we were a/the supplier. We are, as today's RNS confirms.

[ts0mev] 20/8/2018 07:52

gspanner actually "alongside a collaborative partnership agreement to optimise energy storage across their water utility sites" is very significant.

Remember hxxps://www.gridchangeagent.com/anglian-water-to-trial-flow-battery-storage/

"This will initially entail a small-scale pilot at one site, which will have a solar installation built later this year."

[thebigchap] 20/8/2018 07:46

this is only the start! I expect regular news flow now

[dogrunner11] 20/8/2018 07:41

Edit as wrong


Good luck guys

[ch1ck] 20/8/2018 07:40

This is the news needed to push the share higher and is just the startWhat a great way to start the week

[gspanner] 20/8/2018 07:38

Small but good!

[elbillo] 20/8/2018 07:36

Well I'm happy with the RNS

[cheek212] 20/8/2018 07:24

Nice start to the week - onwards and upwards.

[ts0mev] 16/8/2018 14:17

chicken, there was an update of sorts as hxxps://redtenergy.com/ceo-interview-proactive-investors/

[chicken01] 16/8/2018 13:57

A follow up to the recent RNS would now be a professional approach, detailing finance and expected delivery to site timeline. Without this, the share is going nowhere in the short term.

[sleveen] 15/8/2018 14:16

Placing button needs to be pressed before the share price falls any further.

[spud] 15/8/2018 14:11

More than happy to continue buying 100k blocks on the dips.

spud

[winnings1] 13/8/2018 16:07

Just one bit of positive news on further progress with the German deal and the share price will rocket. The German Company opted for Redt storage for good reason, i.e. they consider Redt's storage machines best for the purpose

[dlg3] 13/8/2018 14:04

PLACING ON THE WAY ABOUT TIME, NEWS FIRST, THEN STIFF THE SHAREHOLDERS..

[pierre oreilly] 12/8/2018 23:16

The machines for the recent german contract will earn, according to the rns, a mid teens irr (so 16%pa). Since red isn't being run by Musk, i think we can believe that is a true figure.

The secondary reserve market is just one of the services the machines will supply with the service mix being the most profitable at the time, with red supplying the expertise.

pug, gerd to what degree would you say germany is in need of primary and secondary reserve?

[brucie5] 12/8/2018 21:09

But I think also underscores importance of 'the specific business model'. Red would lead us to believe that this is their field of expertise

[pugugly] 12/8/2018 18:51

gerd212 - Thanks for analysis and link -(imo) reinforces the runding risk for the German Company.

[gerd212] 12/8/2018 18:08

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.

All in all, we do not expect the updated SCR tendering conditions to open up a big new stand-alone opportunity for energy storage in Germany. To what extent SCR can serve as an add-on to one or more other use cases, however, depends on the specific business model and must be assessed individually.