Redt Energy Share Discussion Threads

[dontay] 18/11/2019 12:56

I have a transcript of the interview that I could try to post here...if anybody wants one.... but it's very, VERY long!

[aja2] 18/11/2019 12:51

I would buy both REDt if it re-emerges and BMN. I see REDt increasing a larger amount in percentage terms (dependant on the SP/market cap once the suspension is removed) than BMN but it will still of course be higher risk then BMN. BMN appeared to be very confident (which they would, naturally), in the sector going forward, but also confident in the REDt/Avalon deal, not interfering in management and how their backing would enable REDt to capitalise on the tenders they have received.

[aja2] 18/11/2019 12:43

I wish I was employed in this sector as I'm passionate about it; I've tried! I'm now looking at setting up my own business instead. I hold a masters in the environment sector and have followed renewable energy, energy efficiency, energy storage and the HCFC sector for over a decade, visiting companies, understanding the technology, going to related trade shows...if I had a pound for every seminar...they're just incredibly interesting sectors to me.

[dontay] 18/11/2019 12:41

The Crux interview... 2 for the price of 1... is now available on BMN site.HTtp://www.bushveldminerals.com/videos/

[brucie5] 18/11/2019 12:28

Thanks. Will take a look.

[ts0mev] 18/11/2019 12:27

Brucie5, I think you mean this:

[brucie5] 18/11/2019 12:12

aja, thanks, but can you supply a link?

Taking the liberty of reading your back posts both here and ITM, I see you are employed in the field. That gives you a lot of credibility, in my book. Are you, like Dontay, preferring BMN to Redt as the way through to VFRB tech?

And how do you see an investment in BMN as against the one in ITM? I hold both.

[aja2] 18/11/2019 11:52

I've just watched the Crux interview. Very informative. I particularly liked the 6 revenue streams BMN talked about. Regarding REDt, stating that Larry Zulch was a thrifty CEO was very comforting and reassured me that there will be a much tighter rein on operating costs going forward.

[brucie5] 18/11/2019 08:05

Thanks, Dontay.

[dontay] 17/11/2019 23:30

Brucie5, I think it's important not to forget the other partnership that BM has with a battery maker. UET (UniEnergy Technology) are the USA company that supplied the battery for the Eskom trial. And of course it's projected that Cell Cube's Enerox will also be coming to the table. Up to now It was probably natural to believe that as UET already had 'feet under the table' they would have first dibs at what's coming up! Now the recent moves may have changed that view somewhat... BUT it could well still be the case that UET will still have a big part to play. But there again, if it all pans out as seems be doing there will be sufficient numbers of batteries required to keep everyone happy! Whichever way you look at it, you obviously makes your choice and pays ya money... but yes, it seems to me BMN are the ones to invest in because they are the driving force behind all this, they are the ones building the bricks, they are the ones who have the V to supply the industry, they are the ones that seem to have some very heavy hitters behind them, and they are the ones who will have it all sown up whatever whichway the cookie crumbles! And as far as SA is concerned... there would seem to be little or no competition! GLA.

[brucie5] 17/11/2019 21:16

Thanks Dontay. So you're effectively saying, I think, that BMN is your preferred route back into the VFRB market for the foreseeable..?

I will be following your commentaries with interest. So please continue to post.

[dontay] 17/11/2019 18:38

Unfortunately the link reverts posted. It's an interesting read though!

[dontay] 17/11/2019 18:34

The background:http://www.bushveldminerals.com/wp-content/uploads/2019/02/Bushveld-Minerals-standing-front-centre-to-grow-a-world-class-vanadium-business.pdf"Moreover, Bushveld Energy is looking to invest in the construction of an assembly plant to assemble and manufacture VRFBs as a critical next step in the process of accelerating Bushveld Minerals' growth into the battery storage market in South Africa".This longer term opportunity is dependent on the market demand and how quickly that grows, and could involve direct investment into a VRFB company that would own the facility.The company will in 2019 execute a techno-economic study to evaluate how cost-effective this would be and identify which components should be imported or sourced locally, should

[guppygould] 17/11/2019 18:26

Just to add to the discussion that I originally bought RED as an investment that I would be making money in 2024 which is when I learned that the decentralisation of the UK grid would likely take place. Obviously other places will see earlier advances. DYOR

[ts0mev] 17/11/2019 17:32

1624
"it’s going to take at least another 3-5 yrs before V flow batteries start to rock ‘n’ roll and cause any real disruption to the current renewable/storage energy market across the RoW."
Perhaps looking at this from BMN, but with RED/Avalon there is already a presence outside of SA so I would say 2 to 3 years; less in Oz.

[dontay] 17/11/2019 17:09

Hi Brucie5... yes, I do hold BM. I do not hold RedT. For RedT it would seem virtually everything hinges on the merger with Avalon going through, but If you read the recent positive narrative from both sides... it looks a sure fired bet that it WILL go through. BM have also had a strong working relationship with Avalon for a considerable time... and the worlds first 3 way V electrolyte rental agreement between Avalon, their client and BMN earlier this year... is conclusive proof of that.So I also think these partnership moves have been under consideration for a considerably long time. As I said... it's all been a means to an end, a very lucrative end for all concerned imo. I believe all concerned know exactly what they are doing and where they are going. But imo it's going to take at least another 3-5 yrs before V flow batteries start to rock 'n' roll and cause any real disruption to the current renewable/storage energy market across the RoW. The current players in the market are not going to give up easily, they are not going to lay down and die, they are going to fight back tooth and nail, even run at a loss for as long as they can... and that shouldn't, IMO, be underestimated! Although I do expect some limited in-roads, especially into OZ. But there is no established renewable/storage energy industry in SA to disrupt! BM knows full well that it has a clean slate right on its doorstep. Imo it doesn't take much foresight or imagination to forsee BM's new manufacturing partners building a new assembly facility rIght next to BE's new chemical/electrolyte plant at East London! There's room there for all! The Eskom/SA commercial scale business is going to be huge in its own right, that is now all but nailed on... but if you then consider the wider potential for small mini grids similar to BM's own scheme at their Vemetco mine... also remote telecom mast/stations etc. and then add all that potential to the wider African continent consisting of around another 54 countries, the vast majority of which are also hurtling down the same renewable/storage energy avenues.... the opportunities for all concerned in this venture are vast to say the least.With the obvious attendant low shipping/transport costs for being on the same landmass/continent... whose gonna need need the RoW anyway? But it's from the experience and knowledge gained from an established SA platform that will eventually see success and serious in-roads also being made into the RoW markets. BM and any partners in crime... have imo, a very real enormous storage energy market opening up before their very eyes... and one that even now is gearing up to be all ready and waiting for them to walk in the door. All this should start coming together and taking off around next late spring, early summer.IMO, it's only when the market sees all this starting to roll off the production lines that it'll be reflected in the share price levels.

[brucie5] 17/11/2019 13:18

Dontay, I take it you're invested in BMN. What's your reading of the investment case for REDt going forward?

[dontay] 16/11/2019 23:03

With BM magnificently well positioned and all set to grab large chunks, maybe even all phases of the upcoming Eskom business... there is obviously gonna be equally large portions of battery manufacturing required... and much of that is now going to fall straight into Avalon/RedT's lap! Much quicker and far sooner than would have otherwise been envisaged or expected. It's all a means to an end... there is massive World Bank funding behind this, it's a HUGE contract that's coming up and it won't be allowed to fail... they are going to have to be gearing up for this as soon as the merger is completed... if not before! It's S.A. that is going to be the showcase for these storage energy projects. S.A is going to come first, front and centre... and imo its the success of that which will see this V battery tech making serious in-roads into the storage energy market and rolling out across the RoW over the next few years.

[brucie5] 16/11/2019 16:10

Pierre, I'd like to see what revenues they can furnish, and then a precise time to profits backed with pipeline of contracts, and cash to breakeven.

And some revisiting of those promises made by Scott around huge German contracts.

[pierre oreilly] 16/11/2019 14:07

I'll buy in as soon as, or if, they return from suspension. They'll be well funded, cheap, and be a bigger stronger company than before, available at a lowered (probably largely lowered) price.

[brucie5] 16/11/2019 14:01

Certainly vents shareholders' cash. I think the time to consider getting back involved, maybe, is when/if BMN decide to take their 20% maximum allocation, and we see some actually sales traction.

[pierre oreilly] 16/11/2019 13:58

They could have gone for an anagram of the two, I'd suggest Red Anal Vent Plc (well, almost).

[brucie5] 16/11/2019 13:44

Ok, thanks. I wonder why the chose to retain the name of the weaker company.