Redt Energy Share Discussion Threads

[zero the hero] 08/2/2019 13:42

He only says about low profitability after been corrected last time he tried to deramp Red and realising the business model after sales is very attractive proposition, but he cannot bear to acknowledge a positive but try and spin it the other way.

I would love to know the motive though? It would be easy to surmise it is to boost his short (via spreadbetting) or he is a paid knocker (that always sound like BS to me) but sadly I have come to the conclusion that some people just love to wallow in other people misery.

For balance just to sum my own feelings about Red, I am pessimistic about them going forward now for various reasons and no news on several fronts has me feeling my investment here is written off. But I have no facts, it is just a feeling.

Edit: Johnyo, Vanadium prices are NOT a concern, research renting for the answer

[johnyo] 08/2/2019 13:40

If Vanadium prices don't normalise/reduce does that mean we are out of business not competitive ?Redt desperately needs sales & investors need to see the batteries working

[zero the hero] 08/2/2019 13:08

Also do not bull that you have called this right about placings as you were corrected last Autumn with the timing of said placing NOT being in 2018 but probably not until May this year.

Get back to deramping Debenhams and all the other threads you post negative on

[zero the hero] 08/2/2019 13:03

Owenski you have consistently deramped redT, its is obvious you have a negative agenda. Don't come on here bulling that you do not and you also NEVER back up with any facts.

Funny its a down day so here you are posting "your view" again, never see you posting when the price goes the other way.

[chestnuts] 08/2/2019 11:30

Its news whats needed not attacking each other like other threads

[owenski] 08/2/2019 11:26

ts0mev. It's an opinion not an agenda, how else does one learn about any business if one doesn't actually bother to study them, not every business I look at leads to an investment but I do learn from the process and from bothering to pen an opinion.

So far, I've called this right especially wrt dilution, but that's because I bother to have an indepth look in the first place.

It's a shame that any viewpoint that isn't a light weight ramp is met by hostility and a discussion about the poster rather than the business.

Regards

[ts0mev] 08/2/2019 11:17

3377
reading Owenski's dilution and no prospects post you'd think so. Still at least he's consistently said he's unsure. If I had that much doubt I'd be investing my time elsewhere, but I guess he has an agenda?

[ts0mev] 08/2/2019 10:42

3376
Sounds like news is on its way if you feel the need to deramp.

"RED's business model...is a low margin contract maintenance outfit."
I've not seen any evidence of RED focusing on maintenance.
Why bother developing best in class technology?
The rest is supposition.

As disappointing as it seems, the lack of news is the only issue.
Each to their own, so that only leaves one question:

Are you invested or not? As you have consistently sat on the fence for some time now I would say you are an opportunist waiting to trade.

[alchemy] 08/2/2019 10:40

Certainly something awry . Perhaps Germans want to see the Brexit storm over?As long as Gen 3 and Anglian water hold good I remain in.

[murdo mcsponge] 08/2/2019 10:31

Bad news on the way, or a rumour of such.

[owenski] 08/2/2019 10:00

I'm of the opinion that RED's business model isn't so much VRFM and energy related but is a low margin contract maintenance outfit. With the uphill battle of not having any maintenance income until it sells the infrastructure required to obtain its income.

Unlike other disruptive businesses, which sell services into already existing structures, RED have to create the structure in the first place before they can earn some sort of return from servicing it, strikes me that this is a truly uphill battle and RED will remain loss making for some years.

RED need large scale infrastructure deals to earn their money and that money looks to me to be low margin contract type work, likely recurring in nature, but an awful lot needed to generate the type of premiums that shareholders require to accelerate a share price.

There are two parts to this business, one is making money from energy sales using VRFM installed estates, the other is the holding PLC of RED which is essentially a project management business which includes arranging financial backers.

The bulk of any earnings are being paid out to financial backers to offer necessary incentives so that projects can be funded in the first place, RED are acting as middlemen only.

That leaves a PLC reliant on lower margin maintenance work.

Also, these are long lead time orders and the time taken even for modest machine orders to actual commissioning dates can be close to a year.

I'm still of an opinion that whilst RED might be operating in an important energy space, whether it makes the sort of earnings and cash flow to make this a multibagger, I'm still not convinced.

Meanwhile, more dilution coming.

[alchemy] 07/2/2019 08:12

Right! Thnx

[chestnuts] 06/2/2019 21:26

Alchemy

An NR7 is a very small candle it normaly preludes a change of direction

[greenmachine2] 06/2/2019 20:44

This article suggests that network charging plans from ofgem will disproportionately affect storage and renewables. Let's hope that the plans are modified, if they are right.

[alchemy] 06/2/2019 18:32

Not sure how that view arises.

[spud] 06/2/2019 17:24

I'm afraid he has nothing to tell us.... As I said before, securing finance in the current economic climate is difficult even for those with a proven track record (which he hasn't). It'll probably be taken over for pennies on the pound. Oh for a creditable MD. spud

[chestnuts] 06/2/2019 17:04

Its also a NR7 day which is bullish

[ts0mev] 06/2/2019 16:30

The October 2018 placing was necessary to keep the momentum going, but as that runs out should Scott be asking whether or not he should stand down? Trading update is overdue.

[cheek212] 06/2/2019 16:09

Alchemy's lock-in period ends this month so expecting more shares to be dumped onto the market soon. Scott needs to pull his bloody finger out!!!

[mikemine] 06/2/2019 14:01

Interesting article outlining HMG's thinking. Small is beautiful apparently.

hxxps://www.energylivenews.com/2019/01/08/claire-perry-from-power-stations-to-solar-panels-the-future-is-local/

[alchemy] 06/2/2019 13:33

It'll re@ch 10p in an hour on full German news.At that price marcap is still less than 100 million.Not to say things can't go wrong , but fundamental and charts could be in harmony.

[chestnuts] 06/2/2019 10:58

Mdalos

Charts patterns are greed and fear in man and it as shown that man over the centurys still show greed and fear in the same patterns.

It was the same on the ftc thread when the chart was 20p and i posted a chart telling every one it was going to crash because the chart pattern showed this as it was a triangle and about to break down. And there was several posters who came on and ridiculed me which is fine i have broad shoulders, and 2 days later the share price crashed to 5p.

I suppose you could say it was luck,