sage in the hills
26 Oct 2017
Re: Director resigns / not so good? WS .....ok, agreed.SAGE
winningstreak
26 Oct 2017
Re: Director resigns / not so good? Sage - I am not badmouthing him. But a sudden departure alwaysconcerns me. Perhaps health reasons, perhaps seeing the futuredark, perhaps freeing him to sell his large holding of shares, whoknows? I certainly have once seen a chairman departing from hiscompany as he could then sell his vast holding of shares at theprevailing good price (his restrictions lifted when off the board).Need not be anything ominous here at all.ws
sage in the hills
26 Oct 2017
Re: Director resigns / not so good? .....winningstreak ....... Do you know what his personal reasons are then ? ...please do tell if you do.He was in the role for 2 years. There are other board members, as a team.There is a new team of sales and marketing people....it is these who are making, and have already made a big difference to Redt. These are no doubt setting up more and more significant deals as we speak.Badmouthing by anxiety releases is not the way to gain the trust of PIs in postings, in my personal view.When we know the personal reasons then we may make a judgement.If he sold shares at 6p ...what does that tell you ?......SAGE
winningstreak
26 Oct 2017
Director resigns / not so good? Director John Ward resigns with immediate effect (see RNS). Makesme feel uncomfortable. He knows more than us, he sold a good chunkof shares not long ago at 6p, he still holds a big stake...but for howlong now he has resigned....? Unsettling news as far as I am concerned. Is the outlook bad, nothing like as good as what we have been led to believe.......WS
sage in the hills
19 Oct 2017
Re: Why? ST .... there are a lot of previous posts, if you trawl back through, where this has all been discussed at length before.Am sure you will find your answers there.SAGE
winningstreak
18 Oct 2017
Re: Why? Sunday Trader - I do no pretend to know all the in's and out's of it, but Ibelieve RED's storage system has an advantage in that the system canbe charged and discharged almost endlessly, the system lasting for 30 years or more. But even without an advantage, the market for StorageIs going to be massive, with plenty room for all those who are in it to do well.Going partly by gut-instinct, I feel that a couple more announcements ofOrders received could drive the share price rapidly to 20p and beyond.Not for the faint-hearted, but risk-reward ratio looks good to me.IMHO,WS
sage in the hills
14 Oct 2017
Re: Of very great interest.... The city of Paris is to ban all petroleum-based vehicles on its territory by 2030 and prohibit diesel cars as soon as 2024, sending fresh shockwaves through Europe’s stunned motor industry.The extremely tight timetable pre-empts France’s drive to end sales of the internal combustion engine by 2040, and shows just how quickly the electric revolution is shaking up the old order. It underscores the mounting business risk facing those car producers still betting that petrol and diesel models are here to stay.“It is a credible and sustainable trajectory,” said Christophe Najdovski, the Green deputy-mayor of Paris. “We’re planning to press ahead with the end of fossil-based vehicles because quite simply we’re running out of time. The climate cannot wait.”Mr Najdovski said a twelve-year transition is ample time for the car industry to adjust. “We are trying to get ahead of the process. It is perfectly doable,” he said.ADVERTISINGBehind the French push is a hard-headed calculation by President Emmanuel Macron that his country has a chance of seizing European leadership in a lucrative new industry, vaulting ahead of German producers caught off guard by the speed of change.The Renault-Nissan Alliance is already the world leader with sales of 460,000 electric vehicles, led by the Nissan Leaf - manufactured, as it happens, in Sunderland. “The vehicle of the future will be an electric, connected, autonomous car,” says Carlos Ghosn, the Alliance’s chief executive.Ian Fletcher, an expert on the European car industry at IHS Markit, said one must read the legal fine-print of the Paris ban before judging the real implications.“I am always wary when people talk about electrification because it can means no many things, But this is a significant step,” he said.Mr Fletcher said the French government is systematically pursuing an industrial strategy in favour of electric vehicles: backing research; retraining workers; and helping to retool component suppliers.“The Germans have been late to the party. The French think they can establish leadership in the market. The Renault-Nissan Alliance is very well-placed,” he said.Europe is racing to keep up with China, which is pushing a drastic plan of electrification and threatens to dominate the new technology. China is already the world’s biggest market for electric vehicles, and its lead is growing. The target is to produce 7m electric and hybrid vehicles a year by 2015, capitalizing on China’s edge in lithium battery output - an area neglected by the Europeans. Electric carsThe trajectory of electric vehicle sales is astonishing, but it is China that is running away with the prize CREDIT: INSIDECLIMATE NEWSAs of 2019, each company selling cars in China must meet a zero-emission quota of 10pc, rising to 12pc in 2020. Those that cannot do so will face fines or have to buy ‘EV-credits’ from rivals - likely to be Chinese producers.The industry ministry is drafting plans for a prohibition of petrol and diesel vehicles by 2040, an ominous development for OPEC oil producers counting on Asia to boost long-term crude demand.The Chinese know they cannot match the sophisticated combustion engines of Western carmakers in the near future, but they can outflank them by shifting to an electric drive-train and shaping the market by regulatory fiat.China's strategic drive will become an increasing threat as the cost of electric vehicles falls to petrol parity by the early 2020s, eliminating the need for subsidy. The risk for the traditional carmakers is that China could do to them what it has already done to German solar companies: wipe them out.The French aim to head off this danger. The country is already Europe’s biggest market for electric vehicles, thanks to subsidies of up to €6,000, or €10,000 where the switch replaces a diesel model that is over ten years old.German producers are scrambling to make up lost ground and will prove formidab
sage in the hills
14 Oct 2017
This may help a lot too... This will help secure Lithium as the battery material of choice, full charge in 5 minutes...www.bbc.co.uk/news/technology-41523653"To make their batteries, the Rice team used carbon derived from asphalt that was mixed with graphene nanoribbons and then coated with lithium metal.Prof Tour said the manufacturing process behind this new approach was simpler than earlier techniques it had developed for making fast-charging batteries.The Rice team has put prototype batteries through hundreds of cycles of charging and discharging to ensure the technology is stable.This testing also revealed that the batteries were less likely to suffer the build-up of structures called "lithium dendrites" that can gradually spread through a device limiting its life."TB26 post at CadenceSAGE
sage in the hills
14 Oct 2017
Of very great interest.... .....a lot of wind and solar energy will need to be temporarily stored for this all to happen,....and everywhere in the world.[link]
dunekiller
13 Oct 2017
Re: Why? No hype here even on a busy day less than 3% of shares traded.
SundayTrader
13 Oct 2017
Why? Can anyone tell me why this company is especially attractive?Its current market is batteries for mobile transmitters in remote locations. The technology is compelling in this application, and there is quite a lot of market still not addressed. However, there is also plenty of competition. Not sure why RED should do any better than others.The big market for the technology is grid storage. However, there are larger companies out there going for this market. I am not sure RED has, or will have, the scale to compete here.I don't personally believe in the market for home storage - just what is the point? The technology is more cost-effective deployed on the grid at scale.I will be very happy if WS, or anyone else on this board, can tell me what are the opportunities/competitive strengths I am missing here.On a separate point, I also noticed that WS has sensibly exited IQE - I follow his posts with interest. I am still holding myself, but I can see the logic.
oliver101
12 Oct 2017
Re: My worry Thanks for the tips. I am well aware of the risks with RED (well bitten in the past). IMHO the surest five (or more) bagger is Sirius (SXX). But it will take time. It is a class operation.
winningstreak
12 Oct 2017
Re: My worry Oliver101 - If still worried, have a look at Advanced Medical Solutions, done me well, have had the shares for years.I also recommend a look at Alliance Pharma, steady as shegoes (not a race-horse in any way). A potential racer is RED,but bear in mind 'potential', although in my view the futurefor RED looks rather bright.Cheers,ws
winningstreak
12 Oct 2017
Re: My worry Oliver101 - I can alleviate your worry, I bought IQE at 18p in July last yearand sold at 125p in September this year. Would be nice to see such a six-fold rise here....ws
oliver101
11 Oct 2017
My worry Is owning a share that winning streak actually likes! My star holding is IQE and he is obsessed with its unmerited success (or at least its rising price) . Is he always wrong? I hope not - this one is risky but a very good story in a key industry.
