Redt Energy Share Discussion Threads

[ts0mev] 26/10/2018 11:12

ZtH, as an investor I share the frustration of RED being undervalued. That said, a few months and we should see confirmation of the financing for the German deal. That should generate interest. Ideally a small win announced before then would be nice, however as I am not trading RED it does not concern me as the price is decreasing slowly.

[zero the hero] 26/10/2018 10:25

Correct murdo, Jabil don't have to spend too much except what they have in abundance, organisation and the plant space. The others on this BB have already made the point that efficiency brings lower costs.

Red gain everything, the market gains a large scale producer. Just need everyone to get a move on as the share price being this low is very frustrating.

[alchemy] 26/10/2018 09:20

I think the fall was down to the Fed reducing the size of the punch bowl and maybe the fraught Italian situation.Had I the funds I'd add at this point in Redt VRS and start nibbling in SEE. But , a Chacun ses Gouts , as I believe the French say.Name the one month where we're not in BST and the days shorten. Yes November. How much more weak November sun shine and raging arctic winds will be saved in Vanadium potions in two November's time?

[quanglewangle] 26/10/2018 08:58

Agree about the physical assets (and they will JIT, I expect) but the considerable training and organizational expenses would be largely wasted if the project fell through.

[murdo mcsponge] 26/10/2018 08:49

I appreciate the organisational and quality control issues involved, but my point was that Jabil don't actually have to make/construct/manufacture/create anything significant. Looking at it from their point of view, if the whole project was to fall through, they wouldn't be left with equipment and machinery that was used for the sole purpose of makeing something for RedT's products. Thus the manufacturing process is lower risk than might be thought. But I appreciate the quality and organisational effort involved.

[quanglewangle] 26/10/2018 07:55

My feeling is that this is the hard part. We are transitioning from the phase of building the units in the back yard, which I have no doubt mcsponge could tackle, to real manufacturing. This will make a boring and frustrating watch, but it is vitally important.

Jabil is a Six Sigma outfit - they would not make a pot of coffee without a plan and review mechanism in place. The manufacturing process will be smooth, repeatable and predictable, and boring - not at all like investing and so hard for us to watch.

The payoff will be close to zero defects, which are expensive and damming to Reds reputation. It will set us apart from the "under development" segment of the industry and give real, deep, first move advantage.

We are going to play with grown ups.

[backdoorbill] 25/10/2018 22:30

Couldn`t agree more dlg.... However, what is the cost for the core of redt storage?

Does it make other storage solutions appear expensive?

Does pumped storage have their own down sides to fires?

Comparing the two is difficult, as the one has high sales and reviews and the other has next to nothing.

I look forward to hearing your response

Chas

[tradermel] 25/10/2018 19:02

Tooling up is basically establishing a production line designed for efficiency, like any good manufacturer. Large scale production will need planning and that is where Jabil will excel as Quanglewangle says.

It also is bragging rights for Red being able to boast the first real large manufacturing capacity outside of China.

[quanglewangle] 25/10/2018 18:33

Tooling up: Doing _anything_ in large numbers with zero failure rate takes planning and preparation i.e. time.

Jabil will want a "Right first time" approach from, at best, technician-level operatives, perhaps new hires, so there will be quite a bit of training needed. As someone has pointed out earlier the last thing Red need are extensive, or indeed any, recalls of the machines, which are meant to run for years.

[murdo mcsponge] 25/10/2018 18:02

Can anyone tell me what "tooling up" is needed? As far as I could see at the AGM, nothing had to be actually "manufactured". The entire system was composed of more or less "off-the-shelf" components, all held together by software. I reckon I could build one in my back yard if I had the plans. I think no, or very little, actual making of any of the individual components is involved. I would have thought that Jabil could knock them out very easily. Of course buying stocks of the "bits" which requires bargaining over prices, and then some financing, which is where Jabil's clout comes in. As sulphuric acid is involved, I guess there is some process involved in handling that, but nothing extremely difficult, I would have thought. So producing them in numbers doesn't hold any great difficulties from what I could see.

[tradermel] 25/10/2018 17:07

Well I am not selling this year unless it goes nuts! I just could not justify selling at this point.

> Financing should be finalised on the German deal.
> Jabil to announce tooling up Italian plant to manufacture Gen3
> Mid Nov should see an RNS based on Centrica results for the year
> Strategic Partner announced

A mixture of these should see the share price completely turnaround.

[jimflint] 25/10/2018 17:00

Brucie. Good defensive move. If my judgement is correct, RedT has bloated overhead, when the profitability just isn't there. And I have doubts over the authenticity of the management. Market cap is £43m when break-up value is peanuts. I hope I'm wrong of course and this really is a winner.

[zero the hero] 25/10/2018 16:27

Very wise Brucie5, I don't have a massive amount invested here so I'll stick with it as the potential before Christmas is too great. Thoroughly wish I had not been greedy with another of my holdings from 300% up, down to 60% in credit, what an eijit.

[jamieboy12] 25/10/2018 15:40

The thing that gives me peace of mind is schroeders investment into redt,, big companies like that don’t just pump money into any old company,,

[owenski] 25/10/2018 13:37

RED remains an interesting stock, but, working out how the money flow here works remains elusive, as such it's difficult to build a position with conviction.

[owenski] 25/10/2018 13:35

Sensible move

[brucie5] 25/10/2018 13:31

I remain very excited by this company, but have this morning taken an axe to my portfolio, and my holding here among them. I'm now over 50% in cash, having seen over 30% wiped off the value of my folio in little over a month. Too much exposure to specific tech stocks, and failed to take good profits when offered.

It's been a great year, and I want to hang to some of what I made! I will continue to watch here. Fully expect the news flow to be good, but just don't like these markets.

[mikemine] 25/10/2018 13:19

Uncle John, a quick Google (does anybody else find that funny?) failed to find a reference. Have you got a link?

[ts0mev] 25/10/2018 10:26

I don't believe anything has happened. This is AIM and until RED grows the MMs are dictating the price through their trading strategy. I hope to see some good news to appear before the share price hits 6p, but the point is the company growth is not happening in 2018, but post 2019. Buy low and hold.

[uncle john] 25/10/2018 09:51

Recent reports on the price of ferrovanadium/vanadium indicate that there are severe difficulties for operators to achieve realistic cost savings.
Has anyone posted any analysis of the cost of components on total cost of a unit?
Tia.

[chicken01] 25/10/2018 09:48

Yep, someone just dumped 750k...

[jamieboy12] 25/10/2018 09:44

Full day yesterday there was only 97k shares traded and 10 o’clock today there’s already 1.5m traded,, something has happened

[chicken01] 25/10/2018 09:00

Well we've been well mugged by the MM's...again!. We will now need a string of good news to get back to anything decent...deja vu!.