Verditek Share Discussion Threads

[astralvision] 08/10/2020 19:43

Interview link is in the header!

[trad3m3] 08/10/2020 19:15

Any chance you could post link with that interview?

[meijiman] 08/10/2020 18:02

Anyone got a link to the WHI note? Find it hard to get their research..not sure why when other brokers are happy to disseminate.

[32campomar] 08/10/2020 18:02

Yes you would be sick as a parrot with the timing of that one!

[trad3m3] 08/10/2020 17:46

I hope yesterday's sale for 9.225 posted today, screen/keyboard is still intact...

[beagrie] 08/10/2020 17:42

Thanks for ellaborating Mcfly, i forgot about the small matter of profit !

[trad3m3] 08/10/2020 17:35

Wow fantastic input, thank you!

[mcfly79] 08/10/2020 17:14

The Paul Harrison interview mentioned that base pricing was 1 Euro/Watt and at the initial 20MW annual capacity that would produce 20m Euro of revenue and 6.5-7m Euro profit.


Today’s WHIreand note is assuming a 32.5% margin on sales, so a similar figure.


As mentioned above, the SAF deal was quite a bit higher than 1 Euro/Watt, so the profit will be higher.


The note says that capacity at the existing factory could be expanded to over 80MW by running 3 shifts.

[trad3m3] 08/10/2020 17:03

Nice thank you

[beagrie] 08/10/2020 16:59

The SAF 2nd deal was for 1.5 MW, @ US $2.2M, so if my maths is correct US $1.4 per watt.

[trad3m3] 08/10/2020 16:34

Hi, yes I know that much, bu I would like someone who's good at fundamentals to do some numbers for us in regards to the future sells (and current one any numbers? They did get partial payment), for example how much will it cost to supply and fit 1MW rig for mine? and what kind of profit they'll be looking at?. Did anyone email VDTK and asked for some numbers...? So that we can do the math of how that could look like in the near future?

[beagrie] 08/10/2020 16:11

Hi Trad3m3, Fundamentals are a little bit of a waste here as its been a loss making company that is hopefully transitioning into profit this 2nd Qtr.Most see this as having enough capital to get to cash positive within that time frame and then we should have some fundamentals to chew on next year,there were some results out a few weeks ago to June 2020 I think, take a look at the RNS,but I think the focus here is where we are going not where we have been, i know i read the results to an extent but it was typical mundain AIM loss making story.If its a cash call you are concerned about, if all goes well, it could be viewed very positively if its to in crease production, hope that helps a little, nice to see a chartist join the club too.

[trad3m3] 08/10/2020 15:52

Hi, I'm happy to share my experience, I'm still waiting for someone to provide fundamentals tho...

[jinxo777] 08/10/2020 14:47

Price monitoring extension X 2 - it just means they had to extend the auction twice (5 minutes at the time) - MMs sorting out their books, it happens on AIM stock quite often

[meaty] 08/10/2020 14:32

Must be great to be able to predict the future with such accuracy

[32campomar] 08/10/2020 14:14

Must be some shorts unwinding here. How very satisfying.

[32campomar] 08/10/2020 14:11

Never understood what that means!

[the white house] 08/10/2020 14:09

Price monitoring extension X 2

[rogerramjett] 08/10/2020 13:11

I get it now. Its an MoU to supply panels as and when evRIDERz can sell a charging solution using the solar PV's supplied by Verditek. I would imagine these solutions may be like the solar charge ports that Veridtek have illustrated on the website. It could lead to significant enduring sales.

[walter walcarpets] 08/10/2020 12:53

So are VDTK just being tight by not RNS'ing? Come on chaps, surely this is newsworthy! The market seems to think so.

[dubois] 08/10/2020 12:52

Remember,, RR has been in Thailand for a long time now?He is not there for the sunshine!

[rogerramjett] 08/10/2020 12:44

What is an MoU to supply panels to charge batteries if it is not an order for solar PVs ?

Bit of an odd one but not to take anything away as this was assisted by the department for international trade in Thailand. I bet the market is massive in Thailand and I am not talking about mining or oil and gas. Was thinking more industrial units in remote locations. Could be a very good in for VDTK.

[walter walcarpets] 08/10/2020 12:41

Surprised the MoU has not been RNS'ed

[trad3m3] 08/10/2020 12:31

Nice but it's from LinkedIn...https://www.linkedin.com/feed/update/urn:li:activity:6719911483238694912/

[32campomar] 08/10/2020 12:27

Verditek PLC and evRiderz sign MoU to utilise our innovative flexi solar panels.We were honored to have the MoU witnessed and counter-signed by British Embassy in Thailand's Mark Smithson, Deputy Director, Department of International Trade.https://twitter.com/verditek_plc/status/1314160699598405632?s=21