Verditek Share Discussion Threads

[rogerramjett] 06/10/2020 12:32

Added 35k shares this morning giving me a nice round figure.

I had a price target of 33p by year end. Have done since June, with a 12 month target June 2021)of 77p.


The catalysts being large order of 1Mw of greater which we have already received. I think Verditek need to demonstrate that their sales strategy is working and get a few more orders signed then I think you are right Astral, before the end of the year we will be much higher.

My initial price target and 12 month (in my head using my calcs) did not include anything for the potential of a Paragraf commercial PV JV. This would clearly propel the SP


So, you are considering the Paragraf JDP and I am considering sales as the catalyst. It would be great if both were right !!

[astralvision] 06/10/2020 10:58

Calm before the storm?sp has settled down, looks like quite a few folks are happy to add at these levels, and why not?Another way of looking at things is to say how much would a jv in the worlds first graphene enhanced Commercial pv be worth?A lot more, as in orders of magnitude, than the current rather derisory £25m or so market cap.Got a feeling these are going to take off again before the year end and we won't be looking at 18p, much higher if they can deliver news on the JV front.Of course the existing business chipping in with more orders will help things along as well. GLALTH

[cyberbub] 06/10/2020 10:44

Interesting Shoelaces but it refers to a conversion efficiency of only 15% which is unremarkable - although ultimately in many applications it's only the overall cost per kWh that matters.

[shoelaces] 06/10/2020 10:37

https://interestingengineering.com/worlds-first-graphene-enabled-perovskite-solar-farm-in-greece

[wuzy] 05/10/2020 22:58

Point taken.

[shoelaces] 05/10/2020 19:36

Thanks for the update and direction, Roger.Given me a few points to look further in to. Seems like a really exciting share and company.

[shoelaces] 05/10/2020 18:17

Like Cyberbub recently. I'm thinking to invest here.Have been doing my own research but I was wondering if any of the longer term holders can speak about the huge rise and fall in recent months also offer me their opinion on some issues. I know the AUS deal was the reason for the rise but, was there any news that ive missed which lead to the subsequent dip?How important is the Graphene aspect of the product? In my experience Graphene and most associated tech is a long way off true commercialisation.Anybody brave enough to venture some ballpark figures on share price in 6 and 12 months?Solar power and sustainability are obviously very important but, how can this company fair against some of the flab giants in this space?

[rogerramjett] 05/10/2020 17:58

Yes, it's much better when things are quiet on here.

We all know they are working hard in the background. Here is lokking forward to the next deal or Paragraf update.

Be patient.

[cyberbub] 05/10/2020 17:33

Generally a nice quiet board means that only proper investors are posting...Take a look at the madness on AMGO or SYME as a contrast....

[wuzy] 05/10/2020 16:46

Why is that good 32camp

[wuzy] 05/10/2020 15:58

So so quiet,

[dubois] 05/10/2020 11:09

This is from the EEE BB. Just shows that the actual opportunities for us are growing as well as our ability to provide.

a mini-boom period for exploration in Western Australia

Mike Struthers, CEO, said: "It is reassuring to receive the results of the initial soils surveys which confirms the current drill targets at Eclipse and Houdini, but which has also identified two new targets. It is likely we will follow these new sites up with more detailed soils grids before committing to drilling. Regarding our drill programme, it's frustrating to be experiencing these delays at this early stage but we are fortunate to have secured a drill rig during what is a mini-boom period for exploration in Western Australia, and we look forward to providing an update on the drilling shortly."

[rogerramjett] 03/10/2020 08:42

cyberbub. RR and the team will be working hard in the background to secure some major orders. RR is looking to grow Verditek into a world class business. That would indicate a company with an MCap in the £bn's and not 10s of £ms. To do that VDTK will not be chasing low margin business and will be looking to tackle the offgrid High value sectors. Maybe low margin business can come in the future but will perhaps need the manufacturing costs to come down through volume and economy of scale.

He seems to be a very straight guy and has tried his best to return emails to concerned shareholders when raised about some of the recent underhanded posts from a certain individual.

I have confidence in the man to deliver and most of all he is a shareholder so has significant skin in the game so to speak. Too often companies are led by CEOs that do not have this.

There is plenty of business opportunities to go round and just think if they can commercialise GISPV with the Paragraf JPD. This will open up the global market especially if efficiency is >30%. Transformational that would be. But we must be patient with that for now. Rome was not built in a day so to speak. Not enjoying the sub 10p price but just looking at the market size over the next 20 years I am comfortable that Verditeks strategy will be one that works and there are plenty of opportunities for a few Verditeks to do well.

[cyberbub] 02/10/2020 22:49

I suppose there must be a concern that Verditek is a bit of a minnow in a rapidly growing pond??On the other hand you could say that there's plenty of demand to go around, if they can just build some orders. And at a 20M market cap they don't have to conquer the world for the share price to do well.

[32campomar] 02/10/2020 16:46

Another tweet from Verditek in last hour. Are they trying to tell us something?Solar and wind: Total learns from previous renewable venturesTotal aims to have 35GW of renewable generation active in 2025, predominantly solar photovoltaic power.https://www.power-technology.com/news/total-renewable-investment-energy-transition-solar-floating-wind-ev-charging-orsted-biofuels/

[1teepee] 02/10/2020 16:41

In theory, the best graphene solar can be double the efficiency of the best silicon solar. Remember graphene can produce Two electrons for every photon

[32campomar] 02/10/2020 16:34

Another good fight back after an early fall. Looks like we are putting a bottom in, hopefully next week we may start to inch northwards again.

[rogerramjett] 02/10/2020 12:47

cyberbub. You are correct. Anything above 25% is significant, greater than 30% is transformational.

The JDP up to mid 2019 had successfully integrated the graphene in the PV. The following JDP was to create a commercial scale process and improve efficiency.

What is that worth if succesful ? A lot more than £25m MCap i can tell you.

[cyberbub] 02/10/2020 12:38

Well I don't imagine that they will be going to all this effort with an aim to increase efficiency by 1-2% say. They must hope for at least a 5%+ jump, which (if patented/joint patented by Verdi, or under an exclusive production licence), and assuming that production prices don't increase significantly as a result, would mean a moonshot in the SP, I agree. Quite a few 'if's in there I will concede!

[rogerramjett] 02/10/2020 12:15

correct Astral. The >30% is aspirational and as you state was mentioned by PH.

As far as I am aware neither Verditek or Paragraf have committed to a figure and are just keen to improve efficiency.

It will be interesting to see where they have got to.

[astralvision] 02/10/2020 11:15

Cyberbub CyberbubVerditek and Paragraf have not given a figure.Paul Harrison, a founder shareholder of VDTK has given a figure in an interview, link is in the header. From memory he said thirties/ low forties.40's seems very high to me.Low 30's would be a game changer, in fact any significant advance over current 22% or thereabouts would be great.Worth bearing in mind that PH has no official position at VDTK and therefore his comments are just those of a shareholder, albeit a substantial shareholder who should be aware of developments. But it could also be he got a little excited, so we need to hear from official channels before attaching too much weight to what he says.