Redt Energy Share Discussion Threads

[alchemy] 25/10/2017 18:33

Difficult to work out the net results of all that. Many positives and some negatives.In someways still early days, but also some roots well-planted.Oaks from acorns stuff. Certainly the thing I bang on about - the learning curve - is being exploited well. I don't like the quoted margins....turnover has to be massive before profitability.But the market looks ahead and generally this has to be hold and buy , if you can! , on dips.Interesting whether the investors there were institutions as well as Gary - to whom thanks - there.The 1800 % figure is wonderful - for the human race.

[alchemy] 25/10/2017 17:54

More thoughtful thoughts to follow.

[alchemy] 25/10/2017 17:52

Thanks Gary .

[aardvark63] 25/10/2017 17:42

Here are my notes from the Investor Presentation, hope it's of use and makes sense.Installation9 weeks installation - delays due to parts not delivered on timeG59 Testing, not sure what that means. Not yet on grid. Planning permission for grid connection came through 10 days ago. If I understood things correctly it will be 2 weeks before being on grid. Currently connected to diesel generator to charge units and then discharged through load bankThe Olde HouseGen 1 product. System not designed for their needs but meets peak power. 1800% extra usage from solar panels since installation of RedT units. 6 x 15Kw units for the 90kwh systemGen 2 product would only be 1.5 unitsNegatives / PositivesThe odd fuse blowing. The odd sensor failing but nothing serious. Confessed to being poor at marketing, getting betterNot rushing to scale up production, want to get it right.Unclear whether Gen 3 units will be compatible with Gen 2 for future Gen 2 upgradesBusiness ModelMultiple revenue streams1. CAPEX - Product Margin for Gen 32. Finance - Electrolyte Rental and Leasing at 2% pa3. 20 Year Annuity Return3a. Operation Warranty 1-2 % paService and Maintenance 1-2 % pa3b. Value Added ServicesEnergy Trading up to 20% paGrid Services Revenue up to 20% paManagement Analytics 1% pa if customer wants itRedT very keen on 3bTemperatureGen 1 uses an Argon layer to cool the sealed electrolyte, Gen 2 uses Nitrogen. Units are cooled by design when charging, discharging produces some heat. Units in Oz and Africa will be connected to external Air Con if deemed necessary. Software will power down the system in extreme temperature conditionsDistribution Partners12 partners selected with existing order booksCommitted to sell units otherwise no longer a distributorI got the impression there will be more sales within months from this avenueOther6 months lead time, hope to het down to 3 monthsThere will not be an RNS for every saleAny future hybrid will be built based upon user requirements and not as a default productStack lifetime of 12-15 years.FutureJoe's team is developing a new website based around Energy Solutions. Units possible be used in future to power electric charge points and placed underground 2-3 years away at least.Best Gary

[dlg3] 25/10/2017 17:40

hope your sleeping well and not wearing them....

[dogrunner11] 25/10/2017 17:08

DLG, pampers are not as good as sainsburys own brand, they tend not hold as much liquid during the night period.

[dogrunner11] 25/10/2017 17:02

One on LSE, not much said, still better then nothing. All positive.

Roll on the orders.

[alchemy] 25/10/2017 16:31

On other stocks I have seen full reports; don't give up hope.

[dogrunner11] 25/10/2017 16:25

Problem with these penny investors who attend these things they want scott to tell them what orders are going to be announced and should they buy or sell, just like they did at the interims.

That’s not the game folks, he’s much wiser then that.

Hence he said slowly slowly then dropped a MW system on us a few days later.

[dogrunner11] 25/10/2017 16:04

Never have done so far, unless you can recall, apart from myself of course who does report in.

[dogrunner11] 25/10/2017 15:47

You gotta be kidding Cheek, nobody does that!

[cheek212] 25/10/2017 15:41

Gone a bit quiet today with a wee bit of profit taking I suspect whilst we await the next RNS. I was possibly expecting an update today or an RNS given the investors day and hopefully those that attended have had a good day, and if possible it would be grateful if you could share your experience with us?

[alchemy] 25/10/2017 12:59

Spent a week at Damar Bay. Great part of the country drove past Wadebridge on way back in July knowing fate of my investment largely being determined there. But beyond this personal reflection Centrica love us to bits.And they must know to the decimal points or to more significant figures what's what here. I think an ordebook from them is hugely likely.

[dlg3] 25/10/2017 12:51

looks nice might visit when I am next in the UK....


WADEBRIDGE TO PADSTOW
A flat, gentle 5 mile ride.
Open views across the estuary, amazing wildlife, stunning scenery.
This is the most cycled off road trail in the UK and when you visit its clear to see why. The stunning scenery is second to none and the flatness of the trail makes access to all ages and abilities easy. It does get very busy in the summer and our evening rides are very popular and perfect for those wanting to enjoy a quieter trail.
Padstow is a beautiful fishing village and is well known for its gastronomic delights. There is plenty to see and do. Bikes are left outside the village and a short walk takes you into the harbour and the array of beautiful shops and eateries. From Padstow you can enjoy some fantastic cliff top walks or catch the ferry over to Rock and Damar Bay.

[cheek212] 25/10/2017 12:50

Lunch and Q&A must have started now. Bon Appetite.

[dlg3] 25/10/2017 12:48

T-shirt weather...

[dlg3] 25/10/2017 12:46

The weather in Wadebridge Cornwall, near to The Olde House looks very sunny at the moment...view here...

[escapetohome] 25/10/2017 12:05

Its nice these are heading back up!
Fell too far.
I am a long term holder here , must have held since prior to red t name

[pierre oreilly] 25/10/2017 11:51

it may look like that, but no, it's not charging and discharging.

When on charge, the mains will power any use and also charge the battery.

[grabster] 25/10/2017 11:46

".. Why would one ever want to charge and discharge a battery at the same time, even if possible? .."

Excuse my ignorance, but isn't that what happens if I use my mobile phone while it is being charged? Likewise the laptop on which I am typing this - it is plugged into mains, via charger, but as I understand it the power is always drawn from the battery. Or have I got that wrong? (Don't laugh - my tech knowledge is near nil!)

[pierre oreilly] 25/10/2017 11:35

I doubt you'd ever charge one while discharging the other - even that makes no sense afaics.

I think or guess that it works like this ...

The outside world will see two terminals only, connected to the lithium. All the flow/lithium management will be internal.

The logic will be something like

charging - charge lithium till full then charge flow

discharging - discharge flow until the flow max power, then discharge lithium for remaining power.

Additionally, at any time when possible, the flow will charge the lithium if not full.

Basically, the lithium is there for peaks of demand.

[boadicea] 25/10/2017 11:13

Why would one ever want to charge and discharge a battery at the same time, even if possible? - It's a total red herring. Either there is a surplus of power demand (=discharging) or of supply (= charging) for that battery. Of course in a hybrid system with two batteries of different characteristics in tandem it may be sensible to be charging one while discharging the other to balance the characteristic requirements, but that is a different matter.

[owenski] 25/10/2017 10:24

Pierre

Thanks for the answer.