Redt Energy Share Discussion Threads

[parsons4] 04/1/2018 19:24

Looks to me like a possible RNS in the morning !!!

[ducatiman] 04/1/2018 16:19

But someone else is taking them cheek

[cheek212] 04/1/2018 16:03

Someone is still offloading large lumps of shares today but nice to still see an up-day for a change!

[ducatiman] 04/1/2018 15:31

Some nice buys going through today

[ducatiman] 04/1/2018 15:30

Some nice buys going through today

[chicken01] 04/1/2018 11:54

SP going up, some news must be on its way???...

[cheek212] 04/1/2018 09:18

Every team the price goes up a big seller appears. I wonder if this is the same person??

[fieldhouse] 03/1/2018 14:19

my pleasure owenski

[alchemy] 03/1/2018 13:55

Indeed.Hero.I was doing the model anyway and using him as a foil only when he posited 20 margin and ex nihilio number for covering some costs. No longer. We are ideally placed!

[owenski] 03/1/2018 13:31

Alchemy, your numbers seem to be some sort of fantasy.

[owenski] 03/1/2018 13:27

fieldhouse

Thanks for the clarification,

[zero the hero] 03/1/2018 13:23

Alchemy I do believe you are wasting your time with him. He gets shot down by one poster only to wriggle along and try and deramp with other factors. His last line of his last post is typical lies as we know they are not RNS'ing all sales and have secured over 40 .....

It is infuriating seeing such rubbish being posted but I guess he is free to short as much as we are to buy. It just not being honest about it when posting that sticks in the gullet

[alchemy] 03/1/2018 13:08

OwenskiI am not immodest but I've blown your model out of the water.When I say model I mean unsubstantiated repeat of 340 units to pay the wage bill.To answer your question .Sell 450 at "your" margin and at a p/e of forty were worth a Marcap of£46 million. At 40 p/e 92 million.Now read that article .450 is a tidgy number, imho.Model 1Volume450Price £48,000 Turnover £21,600,000 Contribution £4,320,000 Opex and HQ costs £2,000,000 Profit £2,320,000 £ then Marcap at p es at various numbers46,400,000 £92,800,000 £185,600,000

[alchemy] 03/1/2018 12:55

Very very good reading, thanks.Spoiler! The last line. It reads the boom times are ahead.

[dogrunner11] 03/1/2018 12:38

Page 40, good interview.

Anyone spot anything else? He’s cracked Australia wide open, that’s not one sale IMO.

[fieldhouse] 03/1/2018 12:33

They are working on orders worth 16.5 million euros
Pipeline of 323 million euros.
323 million euro order equates to 4500 units.
Yes ,they would not talk of these numbers if jabil were not capable of producing them.
Yes ,that equates to a small profit in 2018 and a very substantial one in 2019.
These numbers are from the Olde House Farm presentation

[owenski] 03/1/2018 12:21

If they need to shift circa 340 units just to pay the wage bill, what do they need to shift to justify a present 50m m.cap?? 500?? 1000?? Let alone the kind of m.cap. investors are dreaming about.

These are large items and not quick build stuff, how many can Jabil reasonably make, they haven't got an idle conveyor belt waiting, it requires a physical footprint and factory space. Is there a physical constraint to the number that Jabil can handle???

So far they've cranked out 5 containers = 9 units. Bit different from cranking them out in the hundreds.

[alchemy] 03/1/2018 10:58

If the Camco figure is revenue it doesn't help my quest.I know Tesla got it operational...etc.They may have diverted batteries already made .It's chalk and cheese we have to build engines after order.Looking to Tesla's model doesn't help answering my question.What I tried to say yesterday was I had modelled something where breakeven came below Owenskis 340. We'd be in profit at his figure. I'm sort of happy I have a model I can refine as reality and declarations unfurl.The fact I'd really like is Jamil's i.e. our book to ship time.

[fieldhouse] 03/1/2018 09:36

When revenue exceeds expenses we have a profit!
The 340 units will have as you say 20% margin, not profit at this stage.

[fieldhouse] 03/1/2018 09:30

Revenue Alchemy.
I would think that a doubling of staff will add at least 50/70 % costs.

My point about tesla was the 100 days from order to operational.

[alchemy] 03/1/2018 09:08

Was that turnover or profit Fieldhouse?How did headcount leave opex? Higher yes, but how much higher?The Tesla gimmick hardly relates to our story except it will be fun getting true orders of that magnitude.---The Camco figures affect the model every 8k profit reducing this year's shipment need to break-even by one tank.

[fieldhouse] 02/1/2018 20:03

Alchemy,
Six month results end sept 17 reported 4.5 million euro from camco .As per forcast.ie
9 million for the year.
Headcount up 97%

Tesla got the Australian battery farm up and running in less than 100 days !!!
When signing the contract he stated that the project would be free if not completed on time !!