loadsadough
27 Jul 2018
RNS today Hello Global_Nomad. It is nice to have people there so we can communicate… Have a look at SDI today. Loasdsadough
Global_Nomad
27 Jul 2018
RNS today nice to see the rise continue this morning.
Global_Nomad
27 Jul 2018
RNS today hi loads, good to see some familiar posters still managing to make things work, especially with the new iii…trying to make myself get used to the new system…
loadsadough
26 Jul 2018
RNS today Hello Global_Nomad, and a few others. Looks like it will go up in the future to me. I did a few today to see how it goes. I also did some AOR a couple of weeks ago, now I am up around 70% already. Loadsadough
oldernowiser
26 Jul 2018
RNS today Much more important one in Germany today!
Tony_Hornbuckle
26 Jul 2018
RNS today 1066 units - the annual report talked about ‘Final Stage Customer Selection’ including 40 units worth 1.7m EUR. This implies 42.5k per unit, so this initial phase would be 45.3m EUR - although we can imagine this would be subject to a volume/flagship project discount. That’s 4x 2017’s group revenue - although 2017’s revenue was mostly from the legacy Camco business. Massively simplifying/assuming/extrapolating from last year’s accounts: Gross margin ~50% = 22m EUR gross profit (assume this order deliverable in 1 year) Admin staying level at 10.5m EUR, SBR of 1.0m EUR Possible Operating profit of 10.5m EUR = ~1.6c or 1.4p EPS So a share price of 7p gives a potential forward P/E of 5? Sounds like a bargain…
Global_Nomad
26 Jul 2018
RNS today Another RNS , another piece of very good news…even if there is a lack of clarity on how much of the extended volume might come our way, the first tranche is already very positive. market likes this too, up 35-40% in the first hour.
dunekiller
08 Jun 2018
Re: Article on Vanadium Vanadium is the 20th most common element but Lithium is 25th, as the price goes up the mining should go up it was mentioned on the conference call redt had and they did not seem worried at all.
forwardloop
08 Jun 2018
Article on Vanadium IC extract 18 May 0n (Vanadium) redox flow batteries.....Context - Vanadium prices up due to demand a) steel strengthening and b) batteries ....Maintaining the flowUnfortunately, high vanadium prices could be harmful to the second majordriver of demand, redox flow batteries (see box below), given the metal’s significantproportional cost to the technology. As energy storage becomes a critical part ofthe low-carbon energy transition, demand for redox batteries (which are safer andlonger lasting than lithium-ion alternatives), should be strong.To put this into context for vanadium demand, the 200MW redox mega-batterydeveloped by Chinese company Rongke Power is estimated to require more than4kMt of the metal. Alone, that’s half the total global demand Roskill expects by 2027, suggesting there could be a massive secondary source of demand in the years ahead, so long as supply maintains the pace. On that front, there is some doubt. Morethan 70 per cent of vanadium is produced as a slag by-product in steel-manufacturing,but generally in insufficient quantities to hold sway in the profitability of any givensteel plant. That would be the case even if oversupply had rendered most spare steelcapacity uneconomical. Compounding the tightness in co-production feedstocks,both Chinese vanadium mine supply and vanadium slag production have beenaffected by rising environmental standards. As a consequence, more than 40 per cent of global vanadium capacity is sitting idle. For vanadium co-production to become profitable, Bushveld and TPP Squared believe the metal’s prices would need to double, and stay above $100 (£74.25) a tonne “on a sustained basis”, which would be unprecedented.OutsidersRedT Energy (RED) is in the business of energy storage, although like many Aim-tradedblue-sky investment cases it is also focused on keeping investors’ energy powered.Last month brought one source of encouragement on that front, with an oversubscribed £3.85m placing, which will be used “to support the continuedgrowth of the business” and develop further products. That fundraising followed two share sales, which book-ended 2016, all of which raises the questionas to when – and how – RedT will start to self-fund. The higher vanadium prices rise,the tougher the challenge. Certainly, there are customers for the engineer’slarge-scale energy storage applications, such as the unnamed tidal generation projectconsortium that signed a deal for a 3MWh flow machine system earlier this year. But until this market kicks into gear, the funding situation is likely to be touch-and-go for the time being. As such, VSA Capital’s 10-year discounted cash-flowderivedprice target of 22p – a premium of more than 200 per cent to the current marketvalue – looks a tad optimisticBOXGo with the flow - Electricity systems already require a range of ancillary services to ensure smooth and reliable operation, requiring a degree of flexibility services, which allow grid operators to react to unexpected changes in demand or losses in supply. Electricity storage will be fundamental to the energy transition, with services directly supporting the integration of variable renewable electricity. Vanadium redox flowbatteries (VRFBs) represent a breakthrough in this field, and come with advantages over commercially-available energy storage technologies. While commercialisation of VRFBs is an accelerating sub-sector of the energy storage market, mass adoption has been limited due to elevated capital costs of battery manufacture. Due to their lowenergy density, VRFBs are not suitable for mobile applications, but are useful in load levelling at power stations, peak shaving for industrial users and storage for renewable sources of energy. Consequently, battery-grade vanadium demand may be considereda market function of global energy storage capacity. Citigroup presents one of the more bullish cases, forecasting VFRB capturing up to 4
winningstreak
18 May 2018
Re: Brought to market .... As long everyone won't be waiting for gen.4 machines when gen.3 machinescome out. Redt's potential clients (if they are there in numbers at all?) seem overly patient.IMHO,ws
dunekiller
17 May 2018
Re: Brought to market .... Everyone is probably waiting for the gen. 3 machines as they know they are better than gen. 2 ones.
sage in the hills
17 May 2018
Brought to market .... If the vanadium product was "brought to market " (and that was LAST YEAR )(following the transfer of sales staff from Austria ? )........why has there not been more sales ?......and a growing sales momentum ? { ...looks more like the Vanadium sales were more like a 'special' deal for the sales team to secure their jobs ...}SAGE
winningstreak
17 May 2018
Re: Results? RNS with Results did come out shortly after the earlier RNS announcing Results due 17 May. Had a quick look over it, first impression (for me) Not very Good. Shall have a closer study of it later today.ws.
winningstreak
17 May 2018
Results? See RNS - The company announces today (17 May) that Results will be announced on 17 May (which is today). Rather a late announcement?! And no sign of Results! I somehow fear that Results will not look good...when we get to see them.ws
Mikemine
11 May 2018
You might be interested in this. [link]
