Redt Energy Share Discussion Threads

[quanglewangle] 03/1/2019 12:48

The timescale to profit is of less importance than confidence that there *will* be a profit.
This board taught me that, with the admonitions to be patient.

[ts0mev] 03/1/2019 12:17

3106
"over what timescale will we see profits?"
Between 12 and 24 months away.

[brucie5] 03/1/2019 11:12

I don't doubt the German deal will come through, nor that we'll see one of more decent strategic investors. I think the technology and its existing partnerships, installations and pipeline is far too attractive and advanced for this not to succeed. Main question is over what timescale will we see profits, and of course one simply never knows about the need to funding - they have to surprise in order to milk their investors.

On an optimistic note, unless things go badly wrong (eg. emergency funding requirement) 5p looks to me like the bottom of the chart. It could go to 4p, but I think that would be taking the Michael, given all we have been told to look forward this year. 5p also looks like a promising double bottom, with potential to bounce significantly on good news.


I have topped up recently, without going overboard. There are risks, but I like the story very much. Perhaps a little too much for my own objectivity, but I've followed this for years now.


(:-

[shy tott] 03/1/2019 10:46

Happy new year. There seems to be some risk averse people posting what I consider their feelings in their bones rather than evidence based risk assessment. Still, this (and all aim companies) isn't for grannies or the risk averse. It's for those who are happy with aim investment, and what some assess as the least risk versus the possible reward on aim. Those who can accept the risk of the confirmation of the funding for the German order will, in my view, be very well rewarded, both initially and in the years ahead. Red is at pre-order certanty stage, it will be a different transformed company post-order certainty.

[bluechimp1] 03/1/2019 09:49

There seems to be a lot of people saying it's 50/50 that this year will be boom or bust for redT and I can understand why. But I find it hard to believe that Shroders simply spun the roulette wheel last year and put £5m on red. The odds are in favour of red for now in my opinion and as ts0mev says there should be (good) news sooner, rather than later.

[brucie5] 02/1/2019 19:59

I guess in a shifting market, it wasn't looking for a strategic investor six months ago... And BMN weren't yet quite the success story the market seems to see now. But it could all be smoke and mirrors!

[ts0mev] 02/1/2019 16:43

3101
doesn't RED already have contractual agreements for the supply of Vanadium?
has RED qualified BMN as a potential supplier?

I understand the strategic advantages of such a partnership, but surely it would have been better to sign that 6 months ago when the price of Vanadium was lower?

[bluechimp1] 02/1/2019 15:51

A tie up with BMN would make sense, but I'm not sure they fit the global players hinted at.

[ts0mev] 02/1/2019 15:22

I calculate they'll make a big announcement at the start of February, 5 weeks time.

[sleveen] 02/1/2019 15:04

Sounds about right.

[owenski] 02/1/2019 14:59

I calculate they'll need funding again end of February, 8 weeks time.

[brucie5] 02/1/2019 14:23

Bluechimp, that would be a very interesting tie up. It must have been considered, and/but would introduce a considerable overlap of interest, given RED's other African interests. Simultaneously, expanding BMN's area of interest to Europe and Australia.


Well spotted. Would also make total sense in terms of securing rental supply of Vanadium electrolytes, wouldn't it?

[bluechimp1] 02/1/2019 14:16

I hope redT will tie up with a larger strategic partner, but I note Busveld Minerals' business plan for 2019 states, 'Assembly of VRFBs through an investment of the construction of an assembly plant for a VRFB product (that will be operated by another party). This activity could involve DIRECT INVESTMENT INTO A VRFB COMPANY OR COMPANIES that would own the facility as well as the technology.

[brucie5] 02/1/2019 11:27

Don't forget, we're also waiting on news of one or more strategic investors, who would be taking a decent stake, no doubt at a preferential rate. But that would also underwrite the business for the German orders.

I've taken a few more this morning.

[gspanner] 01/1/2019 21:52

Now corrected ;)

[chestnuts] 01/1/2019 21:41

Well from tomorrow we as shareholders should be on alert for completion of the German order, and hopefully shortly followed with news of the funding for the £120m combined orders and a funding partner, all are price movement news. I am looking forward to Red coming good this yr

[quanglewangle] 01/1/2019 21:13

3090 - shy predictive text fail :-)

[gspanner] 01/1/2019 20:58

Shy Tott - very well put; AIM investing describes in a nutshell.

[alchemy] 01/1/2019 18:50

Crikey that's a positive post . I won't ask how you know , and I trust you're right.Any idea on where along the spectrum immediate to distant we might be?

[bluechimp1] 31/12/2018 18:58

Re. Funding for the German order. Redt will almost certainly receive an advanced payment. The fund behind the German deal is almost certainly Gore Street. They recently funded two other deals where a large advance (£4.5m (50%?)) was paid for initial costs and it follows that the same will almost certainly be the case here, if the deal gets over the line.

Link to other deal referenced above:

[shy tott] 31/12/2018 13:48

If you want to analyse to that degree, then you can't invest in the stock market, let alone the aim. Such facts and figures and the underlying state of aim companies are simply unknown to a very large degree and unanalysable on aim disclosable data (and they have to disclose little). Aim prices move on perception and confidence. It's a game of risk. Invest when the price (or rather tke market capital) seems low for the risk and when there are possible/probable price movers on the horizon. You'll still be posing your questions after the price has moved substantially due to the German funding announcement, when hopefully it comes.

My thinking to address all your concerns is that when the German project is funded, a percentage of the cash will go to Red who then pay Jabil up front for any tooling or other setup fees, with further fees to red and from red to Jabil being paid on acceptance of each battery. In addition to all that, red as the funding intermediary, will take a commission of the total amount raised on completion. But as i said before, whether that comes about or not is irrelevant to the near/medium term price performance of red.

[shy tott] 31/12/2018 11:40

Tesla is fully valued and the money has been made. Red is ready to go and just needs the initial spark in the form of funding for the massive German order.

[shy tott] 31/12/2018 11:26

I'm in. Funding for German order = Share of 2019 for me.