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Trendz- it is indeed a danger game! I reckon they have 3-6 months to get the orders in that could boost the SP, enable them to have another CR and survive. Cov19 3rd waves on Europe (IM Efficiency), Latam (BTMNs) and ****stan (SAF ****stan) aren't going to help revive 'postponed' orders. The Paragraf JDP is still up in the air and VDTK could have to fund 100% of JDP3 (commercialisation phase if Paragraf decide to go further with VDTK). Big question remarks remain about whether IIs ( inc Unicorn AM) and PIs will have the appetite to support yet another fund raise. There has to be some sort of update from the company in 2Q21 or they could be toast imo. At least the Twitter and LinkedIn feeds have been revived, so maybe there is life in the old dog yet.
Crikey - this is a danger game. How will the company get funding to survive? What placing price are we looking at? Company worth peanuts now
Could be a trading opp in Q2. Significant new orders could re-rate the SP to the 8p Nov CR price imo. The Twitter and Linked in feeds have just been reactivated. Could be worth a highly speculative s-t punt I guess on the assumption that they probably have enough cash for the next 3 months!
Just bought back in at 4.09 having traded this a couple of times. The below from Jan update is what gives me a postive outlook, I don't see demand has disappeared, just delayed...
"Cash balances as at 31 December 2020 were circa £1.7m and the Company is currently debt free. The Company has just under 1MW of finished panels in stock ready to ship and, as a result of the delays, production at the factory has been reduced to November 2020 levels.
The Board remains optimistic that, with the advent of mass vaccination globally, companies will soon return to acting on their green energy requirements and that the Company's prospects can convert into firm orders."
Any thoughts on the complete lack of new orders for over 6 months since last Sept? Things don't exactly appear to be going to plan!
Horseposture. Appreciate the informative posts. Well worth the time spent reading them. Thanks.
Any update on this party? Perhaps we could change the theme to "the 1p party". I suppose it will need to be a virtual one due to lockdown. Only thing that worries me is --do you have to still be a shareholder to attend? Really looking forward to it.
Whether VDTK achieve their true potential or not is dependent on a host of factors, not least of which imo, are the appointment(s) they make to the BOD. I believe that yesterday's RNS marks an important inflection point in the company's development from tech start up to a company with commercial product. Power appears to be shifting from major shareholders to the CEO, Rob Richards, which I believe is hugely important. The next step is to develop a globally leading product and to achieve this, I believe that it is vital that VDTK appoint somebody as FD and onto the BOD who has previous BOD experience of AIM companies in the tech sector, relevant financial experience/qualifications, access to institutional investors and buys into Rob Richards strategic vision of developing VDTK into the global leader in the lightweight flexible SPV market.
1. £5bn at present, rising to £23bn (ish)
2. Not much else at present: one of small bunch / potential market leaders?
3. 1% of the current market ( 50MW ) equates to a share price of around 70p. I think we will see that in early 2021, being only the first step in the company transformation.
Sounds wild at first but these are solid assumptions.
If the company growth trajectory goes to plan its not unrealistic to think VDTK could grab a 10% share of the £23bn market after 10 years - perhaps a majority share of it if the graphene development comes good since that would provide IP defence of an unrivalled leading marker product - not only that but the economics would be vastly superior to what they are now, and new worldwide markets become available accelerating a rapid shift to a decarbonsied economy.
One thing to note that if the graphene JDP works out then the VDTK / Paragraf product will not be limited to the niche flexible / lightweight market - or rather, this will become the only market, in which VDTK will be the leading company.
It all adds up tp a share price of several pounds ££ but the investment case which attracted me is in the right here right now, which frankly, is pretty exciting by itself.
As a 1% shareholder in VDTK I am certainly in it for the long haul. No guarantees on AIM of course and I'm not going to put the hex on VDTK by predicting a SP. However, I would recommend any VDTK gainsayers analyse two things and then take a third step:
1) Forecast the market for lightweight flexible SPVs over the next 5 years.
2) Analyse the competition to VDTK and then take step
3) Calculate the likely market share for VDTK and extrapolate earnings potential accordingly.
This is the methodology that Baillie Gifford used when they bought into Tesla some years ago. They were laughed out of court at the time. Now they are looking pretty clever.......
Good question, I don't know. Does not have to be extravagant. My wife still thinks we are holding 100% cash ........ !
Feeks. I think this will happen without any mention of graphene solar.
Verditek are focusing on becoming a world class business. With that comes a world class MCap.
£300m MCap is £1 per share. Certainly does not seem unrealistic if performance keeps on improving.
Loving how they have managed the garbage from the weekend. Addressed and closed out. Transparency will attract investors and good business.
Question is, where would the £1 part be held ?or how would you celebrate ?
I know you have nearly 7 figures of these, maybe more now, so it would be some celebration for you and catwith9lives.
For just about the first time ever on AIM, I think this could really happen (£1.00 per share). Surprising there's been no mention of this so far.