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Nice little find superzero8. I do still think Invinity and VRFBs will have their day. This week’s drop is annoying to say the least, but there is no suggestion anything has changed with the company, and in the absence of news I prefer to believe everything is ok, rather than assuming there is an intrinsic link between the dropping sp and the company.
It's all very dispiriting. I've been here since the Camco days. When Camco was palmed off and the company switched into VRFBs I thought it was a good move at the time. Let's just hope the company's still around when/if VRFBs have their day.
RE: green tech shares have been sidelined for general economy shares.Thu 13:16
Policy makers are really not interested, they just like the sound bites that make them look good at COP etc. The rise in gas prices should make them get their fingers out, whether it will short term who knows.
VRFBs are still on the back burner unfortunately but just need to keep working away building their order books albeit a little slower than we had hoped.
I'm not sure about this, but I'd take a punt a lot of the drop today and yesterday is linked to renewables tumbling in the US now it looks like their Build Back Better Bill is going to fail, rather then a reflection on the company itself or the UK market. Take SUNRun, who have seen a 17% drop in 5 days
It's a non-profit making 'tech' stock possibly getting dragged down with everything else at the moment. Ceres power's sp has collapsed recently in the same vein. Would be nice to see some news or something mind!
Down 15% in 24 hours and not even an RNS to report any negatives. Volume was 5 fold yesterday so someone must have heard something. This is the second AIM share I’ve invested in that’s turned out to be a complete pig. Nearly 6 years I’ve been invested here and down 80%
I am now asking myself what the hell was I doing buying more shares here in IES after already getting burnt with RedT. This whole sector has crumbled recently but it must have its day as the world cannot keep warming the way it is year after year!!! Just hope there’s something left of IES when that happens!!!
BMN own 84% of a company which will be comparable to Invinity at some point...Food for thought.
But to simply say BMN is not a goer because FAR will be cheaper... "when they get into production"... I mean, I don't meant to be blunt, but I personally wouldn't invest in a company that had no significant material to sell if you could invest in BMN who have significant product to sell.
I have found this from another poster, Luckyluciano, from back in July which sums up the investment case. You can see how the situation has moved on but in essence Invinity has several installed projects, a large pipeline of orders and we’re one year into a two year long development project with Siemens which will hopefully bear fruit.
I see Invinity truly the right company going places in the V space and in due time I have a great feeling on my decision. The Joint Development of a Grid-Scale Flow Battery with Gamesa Electric is for me the most important single factor that convinced me to buy in... Gamesa Electric and Siemens are giant of their market space, just think of how much work would come Invinity way, if Gamesa was to exercise its option to acquire 10% shares at £1.75.... Short terms this year I am expecting some news flow that will support the sp ====== For projects to be delivered this year, manufacturing is now complete for 40% of stacks and 70% of the balance of system. The first phase of the ESO project is expected to be ready for delivery in Q3 2021, with all remaining projects expected to be ready for delivery before year end.======== For cash and visibility going forward it seems Invinity has more than one year finances available excluding sale revenue, moreover I am confident that management will be able to raise more cash at higher sp than today. Lastly just to note that whoever buy Invinity today, is buying at a lower price than when first announced Joint venture with Gamesa on 11th May and definitely lower than £1.75 Gamesa entry price.
I think BMN is not a goer..... FAR seem to have a cheaper way of producing vanadium pentoxide, when they get into production. IES actually can install working vfrbs It's just a shame no one is buying them I suspect the shares will fly in 5 yrs time ,,??
I want to invest in VRFB and have been following IES for some time. With a market cap of over £100m and effectively zero sales what is so special about IES that makes them a better bet than BMN or Largo who actually mine the Vanadium. If VRFB takes off surely miners can easily use some readily available technology to produce batteries themselves. Can somebody convince me that IES is the best bet in what will be a significant future market.
Over the past 20 years I have irregularly invested in VRB technology, first off in VRB ltd and then via a couple of other companies. Each time the tech has had hiccups, the management hs been bent, market has preferred Lithium or the renewables hadn't reached critical mass demand for static large scale storage. The idea adn chemistry behind VRBs is superb in theory yet the membranes alway appeared to be the problem.
I have re-entered as this should logically be THE time for VR to take off. However, why Invinity? I read through their most resent investor pack and was very disappointed to see the argument being for VR Batteries in gneral and not one reference a to what I.P. or advantage Invinity holds over all the other companies out there. It waslike finding a Ferrari brochure was simply a presentation on why cars would usurp horses. So why invinity? It's old tech and unless they show why they have an advantage, a big boy will swamp them.
As for the latest issue. That looked like a joke. 100p and a free 150 and 175 call option whn trading sub 100? The trade would have been to buy market at the 92-95p it was trading and sell your own 150 call to subsidise your purchase price even further. With so many calls at 150 it would find it petty hard to clear that level if it ever go there. And if it did breach you'd have the stock to cover the short call.
Siemens Gamesa named preferred supplier at Vattenfall wind projects30 Dec '21
Siemens Gamesa (OTCPK:GCTAY +8.6%) surges 9% in European trading after it was nominated as preferred supplier by Vattenfall Group for the Norfolk offshore wind projects in the U.K. Siemens Gamesa says the agreement, if successful, would include the potential deployment of the SG 14-236 DD offshore wind turbines and a multiyear service agreement. The Norfolk projects are envisioned with a total capacity of 3.6 GW and would form one of the largest offshore wind zones in the world. Could be good for IES if this happens?