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It should be totally clear to all now - even the trolls - that the current SP woes are totally market related and that the fundamentals for EQT remain unchanged.
Today's rise mirrored other AIM tech stocks.
Therefore, the low SP is obviously a fantastic buying opportunity for long term holders.
CB, I hope this is goodbye from you then, see ya.
Current price is now undervalued on VectorVest which I tend to trust as a conservative reading of current facts. It does not take into account future, which we all know has a healthy pipeline of booked in and further growth prospects.
This is dirt cheap all of a sudden and I've added twice in the past week, including this AM. Can't see below 1 sticking long.
...and this is why we don't listen to you
So we are now accepting the 15mm has been missed? By a country mile? Shocker! But don’t worry, there’s an even bigger target for them to miss in 2022. Time to top up…naaaat.
That was from Mar 21 - so I guess factored into the SP by now.
https://eqtec.com/enhanced-business-development-team-takes-shape-at-eqtec/
Operating model is indeed complex! On the bright side, by only achieving 400% revenue growth in 2021, it is easier to achieve 400-800% revenue growth in 2022 than it would be had the full €15m target been made in 2021.
Heres some of the news we are due-
Full year results due April.
From the interms:
"The Company will update shareholders in its next planned quarterly update in early 2022."
The March 2021 update coincided with the court case decision and mnrg news. Will we need to wait as long as March for a Q4 update? Who knows..
Some points we could expect to be updated on- Status of the £10m funding partner being arranged for Deeside as per December RNS, update on Billingham land purchase deadline due end of feb. How big is the pipeline now with wood and anaergia contributions..
We could also see updates on other Greek, French, Portugese and Spanish projects which have been mentioned, newry biomass northern Ireland if still on the cards, Germany, Turkey, legacy Bulgaria and Italy projects, and another 3 or 4 UK sites all being looked into with Logik. An update on JV projects/commissioning status of the 5 projects currently being constructed/comiissioned/recomissioned could be anounced at any time. Hopefully we get news on the next two California deals also as they have been going on for quite some time.
With 17 projects being worked on and only 5 being commissioned, there are a total of 12 projects at various stages towards financial close and that figure of 17 is from September so may jave increased now also...
It's not only revenue but transparency of earnings. Ultimately they will be judged on bottom line.
The operating model is relatively complex and it is very difficult for anyone, irrelevant of ones background, to decipher the deals from a profitability perspective; until we get that visibility I suspect any rerate will be limited. Mid-long term however huge potential if can leverage deep pockets of partners and take advantage of this sweet spot.
Stock market trading in tech shares is as bad as it gets - hence the fall.
EQT looks set to increase revenue substantially in 2022 and the SP should start to respond very favourably.
So fundamentals look set to improve considerably but don't expect the SP to improve until the revenue starts to roll in later in the year.
What's the general feeling here? I am slightly underwater and would love some thoughts insight on SP action over coming months? What has SP dropped. fundamentals remain same no?