Redt Energy Share Discussion Threads

[howdlep] 17/10/2016 15:40

Some taking profits, others arriving seeking their capital gain. Break above c13p tomorrow and watch the momentum traders arrive to push this quickly higher.
I am happy to sit back and watch this develop.

[aishah] 17/10/2016 15:30

Run your winners long term imo. Only the beginning here. Hopefully Scott & Co will successfully execute the massive opportunity that is in front of them. dyor

[cheek212] 17/10/2016 15:24

A sudden increase without any buys - does this mean there is a buyer out there but nobody parting with their shares?? The MMs will have to push the price up further if they want some of mine!!

[shrewdmole] 17/10/2016 11:19

couple of large delayed buys to show. one at 12.25p and one at 12.37p.

couldn't resist whilst its relatively quiet.

s

[fieldhouse] 17/10/2016 10:17

Excellent post Pierre.

[pierre oreilly] 17/10/2016 09:45

I don't know why people think in terms of 13p for an aim share currently trading at 12p. Each to their own, but selling out for a penny or two is just a sure way to ensure you never have the possibility of making substantial gains. Of all the traders in any share, i'd say the number who sell on a high and actually buy back in lower can be counted on one hand, and even then it's down to luck on the timing imv. I think investing in these tiddlers (and this is the only tiddler i hold, due to having knowledge of the business area and seeing the enormous potential), it's sensible to think in terms of ten bagging, i.e. prices aroung a quid/1.20 in the foreseeable future.

These aim companies are obviously high risk (a few years ago I'd say i'd never venture into the theiving aim market again). Knowing more now that when i invested several months ago, I think Scott is (vastly) different to some other aim bosses. He's careful, downbeat, steady as she goes, one firm step at a time kind of bloke in my opinion, even reluctant to release rnss to (temporarily) ramp his company's share price.

The scale of the problem (intermitency) is vastly greater (tens of thousands of times) than the solution, one method being battery storage to convert intermittent into dispatchable). Red is taking tiny steps to full solutions. Another way of looking at that is to say that for pragmatic reasons, you could say the demand for storage is infinite (it's not, but it's extremely large). So the product, if cost effective, sells itself, everyone wants it. That's not true of many things which need expensive sales forces to sell.

We are lucky here, the story (surprisingly) still hasn't reached the general investment community. Two or three likely rnss on red's progress/gov incentives etc will put that right over the coming year imv.

[alchemy] 17/10/2016 09:15

We don't need bad practices to make this fly.

[chicken01] 17/10/2016 08:24

The current weakness in the pound will only help sales...and as already stated, we just need MP's to buy some of these shares, and they will, then this will fly as subsidies are applied to energy storage. Positive outlook ahead.

[howdlep] 17/10/2016 08:23

A good start. I think there may be sustained interest over the coming days and a breakout above 13p. Let's keep an eye on that volume and press coverage re those news reports. Looking good

[dogrunner11] 16/10/2016 19:41

The committee also called for sweeping reforms to the government’s regulation of the energy market, which include a “capacity market” for ensuring there is sufficient electricity supply and contracts awarded to suppliers through an auction. While these systems were supposed to reward renewable energy companies and reduce the carbon emitted by electricity generation, in practice some of the main beneficiaries have been generators using diesel oil, which is one of the dirtiest forms of generation but very flexible.

[dogrunner11] 16/10/2016 19:32

There is an incredible opportunity for the UK to become a world leader in these disruptive technologies, yet our current energy security subsidies favour dirty diesel generation over smart new clean tech solutions.

[alchemy] 16/10/2016 19:06

I wouldn't mind feet in air ! For a while.

[backdoorbill] 16/10/2016 18:55

Looking at SXX as a comparable. They command a market cap of nearly 1 billion and yet there is a 3-5 year wait for any revenue. Nothing wrong SXX, but looking at comparable`s .......

Let us keep both feet on the ground though :-)

Chas

[alchemy] 16/10/2016 18:19

Governments can be run by events,dear boy. E-on using our "stuff" could be independent of what Hammond does. I don't look to this taking off because of subsidies. Buy on the fact this is the necessary adjunct to solar and wind. But yes don't run away with enthusiasm. The markets job is to look ahead but how far?

[citymoose] 16/10/2016 17:21

Investors shouldn't be carried away just yet. Hammond has to rule on the continuation of the carbon tax in his Autumn Statement next month. Given the weakness in £, he might try and give the voters a break by reducing the carbon tax, and damaging renewables. Anything is up for grabs by Ms May and her Brexiteers, like running the economy into the ground for political dogma. As a result expect to pay alot more for everything, with alot less in your pocket. I'd vote for referendum based on reality.

[howdlep] 16/10/2016 16:47

The Maui News (October 16)

Experts say energy storage is the future for solar power

[spoole5] 16/10/2016 10:56

Was tempted into selling a couple of weeks back, pretty glad i didn't now, seems like the action is about to kick off.

[shrewdmole] 16/10/2016 10:24

One can.....

We can.

I'm expecting a flurry of news between now and the end of the year, there's so much going on here.

[citymoose] 16/10/2016 09:47

If one can turn intermittent renewables into firm limitless energy at an embedded cost, the rewards for the technology will be vast.

[chicken01] 16/10/2016 09:42

As soon as the MP's have massive shares in the likes of RED, then they will push through this technology with subsidies en masse...so we just have to wait for the "ones in the trough" to get on board, matter of time only.

[tullynessle] 16/10/2016 08:54

Interesting to note the volatility of Crude Oil Prices in Sterling over the last year. (Note: Could only find a 180 day graph, however prices for last 2156 days appear towards the bottom of the page)

Notwithstanding the environmental benefit, replacing a high percentage of fossil fuel generation with a renewables & energy storage solution would eliminate significant exchange rate and crude price volatility risk from electricity costs in the future.






ExchangeRates.org

OIL GBP History | Crude Oil Price in Pounds History


Extract:

15 Oct 2015 - Crude Oil Price in Sterling was £30.644/bbl

1 Jan 2016 - Crude Oil Price in Sterling was £25.406/bbl

15 Oct 2016 - Crude Oil Price in Sterling is £41.273/bbl

[dogrunner11] 15/10/2016 22:26

Anyone suspect the market might have missed this from the investor presentation, GW capacity secured?

Secured

• Tier1 manufacturing long term partnership
• Strong balance sheet for production working capital
• Quality manufacturing ISO, QMS, UL
• Capacity scaling for large orders, GW capacity
• 90 manufacturing sites globally for low cost and short lead time

[spoole5] 15/10/2016 19:14

I have a feeling next week could be very interesting.

[backdoorbill] 15/10/2016 16:26

Excellent find Spoole :-)