Redt Energy Share Discussion Threads

[dlg3] 27/1/2018 15:20

You need to come up with a better comparison Brucie... your choices have had me laughing.... our old friend trouty that post under a different user name now, maybe Brucie!!!! but his Ip address pops up quite regularly.....

[dlg3] 27/1/2018 15:13

Brucie VLS had a market cap of nearly £100 million on a turnover of £1.46 million how does that work out, VLS was just a correction of an overpriced stock...

They have huge infrastructure to pay for and to maintain, how could you use them as a comparison... Jabil will bear the cost of manufacture of REDT,s machines...

[alchemy] 27/1/2018 13:17

Free speech is welcome .

[brucie5] 27/1/2018 12:54

This is still blue sky as a business proposition and Owenski has been right thus far to ask the hard ball questions. On certain threads know to us all, such questions are a sign of intellectual questioning, and so get closed down as quickly as possible in the interests of maintaining an unswervingly bullish stance. I hope that won't happen here.

On the other hands, those of us who have bought in, will realise that it's in an unfolding story and patience is required. In my experience, fwiw, investors at this stage always underestimate the capacity of a new tech company to eat up shareholders money, so I'm never fully assured by peeps who tell me that we're safe from a cash call. The day we know we're not, the price will be far below what the company would need to make it viable, so they will doubtless be very opportunistic about any rise in price. When it works, as in the case of VRS, it's fine, because off the back of a rising share; when it doesn't, like TERN, it's disastrous.

What I like here is Scott's energy and willingness to communicate his passion and confidence to investors. Obviously, I also like the technology and the market opportunity, in as much as I understand it. However, a brief look at what happened recently at VLS will remind us all of the risks, if sales and income are not forthcoming, or shown to be so.

[tradermel] 26/1/2018 22:13

You need to review your economics.

1/ Increasing orders = increasing revenue, hence 2 years not being the deadline. We know the orders are increasing to 40+ back in December.
2/ Camco did not yield any profits ( well tiny in truth) re-read recent RNS.

2018 will (imo) be the make or break for PI's to realise the faith invested in Redt and actually see the value in the share price

[pugugly] 26/1/2018 21:47

tradermel: May I suggest you re-read the 2017 interim accounts - Cash available (if I have read correctly) is much closer to 2 years - Balance at 30th June 2017 €13.2m - EBITDA loss of €3.2M so annualise say €6.4M but going forward probably much higher as staff increased by 97% also Camco which produced virtually all for the revenue (see accounts for exact splt) has been disposed of - 2018 will (imo) be the make or break or more funding required year.

(Edited 27/1//18 to correct €63.4 to €6.4 -- Typo error)

[owenski] 26/1/2018 20:48

Another nail in the red painted shipping container, lol

[alchemy] 26/1/2018 18:08

No nail , no coffin .

[pugugly] 26/1/2018 17:51

Vanidium prices moving up - So fluid should be more expensive - Possibly another nail in the coffin?

[owenski] 26/1/2018 17:37

"And why are deeper pockets needed?"

Is that a serious question.

[alchemy] 26/1/2018 17:35

And if they were not to go bust?

[alchemy] 26/1/2018 17:34

And why are deeper pockets needed?

[dogrunner11] 26/1/2018 16:56

They contributed around $300k, so hardly peanuts and looks like they have sold one that we are yet to find out.

[owenski] 26/1/2018 16:41

Giving their units away for continuous seeding trials is not the same as sales.

Gigha was a massive dud and CNA could be evaluating Olde Farm for some time.

They need to shift hundreds just to achieve breakeven, how's that working out so far.

The product may be good, but there is competition out there and they have deeper pockets.

[costax1654x] 26/1/2018 11:11

I think after FFI with Massive directors buys and loads of cash,this one is one to watch as well!

[alchemy] 26/1/2018 11:05

Oh yes? Well you have the right to say it. But I'd like your proof or at least the reasons you can plausibly adduce that.

[bobby.ifa] 26/1/2018 11:00

Glad I got out of these last year for the very reason orders were not forthcoming & reading the thread again, the same prevails. Better technology elsewhere, these have been overtaken & have lost their once 'first-mover' advantage.

[alchemy] 26/1/2018 10:56

You'll need the reply of Others. Here's my partial one.I couldn't bear it if this were just another Aim "con". That's the emotion out of the way. Orders.Big orders. The buying cycle for large capital goods orders is as relevant here as selling and marketing activity. A sale maybe as likely in December as in March the next year. But because it's over a certain figure it has to go before the FD before the The Board meeting , with papers in the right format etcetera. On January 22nd the papers were ready but the FD had gone ski-ing. (But the internal engineers had been told to plan space for thirty containers).The FD comes back asks Redt some questions. He okays it for the board, it sits on March 24th. Little orders, they're accumulating subject to ratification of Gen 3 spec? Maybe.There's nothing to order for three months maybe.EtceteraI look forward to what others say

[dogrunner11] 26/1/2018 10:43

And..... we have more large buying and of course continued selling going on, wouldn’t it be nice if that was Centrica buying....