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Very doable with good news flow
This sector is incredibly valuable & can only increase over the next few years
With a potential MCAP of 150m , that would be close to 4p per share.. That would be amazing.
With the Greece pipeline, the Balkans pipeline, the US, the 2 major partnerships, Ebioss gone, David Palumbo etc
In this sector we are a 100m-150m company all day long with the potential to become massive with the right partnerships
and recommend new investors who have not read this report from Align Research to do so alongside the other report below comparing Eqt to PHE as it looks compelling when you then compare values of respective companies.
http://www.alignresearch.co.uk/wp-content/uploads/2020/03/Align_Research_EQTEC_March_2020_Update.pdf
I agree the point on the "potential sales pipeline" but i am probably more confident than not that some will come off. Even if 1/3 of the pipeline comes to fruition todays valuation of £19m is ridiculous given the patents protecting its technology and its proven model with ongoing clients. The money largesse about to be spent after Covid in Europe and the UK will be focused heavily on clean tech and the pendulum has swung and big generators of waste are now facing massively rising costs to get rid of that waste so on top of the moral and probably legal basis for changing their ways you also now have a financial reason. The latter is key as while governments can subsidise investment it is really the point where companies can make money from manure that this goes into a different gear. if we get an RNS of a new project, confirming the pipeline strength then the re-rate will be far swifter than it is today as it nudges up slowly. personally i think the holding position today should be £50m and subject to traction and profitability a multiple of that valuation again.
Must be friends with calculatedone …………………… bestfriends
Very Negative Poster - Since posting your debt issues late may Sp has risen over 100% - Don't give up the day job
everywhere i go, you are moaning...should have brought sub 0.4...move on or buy
Why are you worried about the share price rising . Looks like you have missed the boat. Aww
SP is rising on expectation but they need to sign contracts to back it up. I think the Agrigas deal is 0.5MW so not going to be large revenue from that. The more the sp rises on expectation the greater the chance that EQT takes an opportunity to raise money. Riverfort mentioned a third party fundraising in their debt agreement so it was obviously on their mind.
Hi Simms-Some great points. I think you answered your own statement with tose eternal words "potential sales pipeline".
Potential-until contracts sealed remains just that -but we seem to be inching closer and North Fork proved us up.
Sales-We have to sell the concepts to clients who may have to put skin in the game at a precarious time when funds are not always as available because of covid for example
Pipeline-again we have seen great pipeline from Ian Price who also said we had 10-100m euro contracts in pipeline- some have fallen off
I am as optimistic now as I have been and certainly since IP's infamous FTSE quote had us all dancing in the street. This time it may just be for real. GLA MFU
www.alignresearch.co.uk/itm-power/renewable-energy-disconnect-highlighting-major-undervaluation-opportunity-in-eqtec-relative-to-its-peers-itm-power-powerhouse-energy/
Apologies if this has already been posted - it illustrates how undervalued EQT is relative to its peers. GL
i find it hard to believe that that a company with a potential sales pipeline as big as Eqtec with proven technology is not worth a very large multiple of todays valuation of £18m and can imagine big energy companies will be keeping an eye on them but at the moment they are simply valued to low for anyone to show interest. they need to get to £100m before any majors show interest. If you look at Powerhouse Energy they have only just got planning for their first waste to energy plant with PEEL and now they need financing so that is years away. The problem with these mega projects is the lead time and investment. Eqtec plant are a far lower priced investment and you could potentially see 1000s of these globally in all manner of situations. Local councils and businesses are under huge pressure to show some action on waste so this is a easy and low cost way for those to deliver something and make a profit with credits and putting energy back into the grid, if they do not use the power themselves to create a self sustaining business operation.
Even at 0.44p, based on my calculations this is grossly undervalued. I personally believe there is a long way left to go. Good luck.
.4525 / 166m