Member Info for Aputure

I'm not sure about using flow batteries in transportation applications due to the liquid electrolyte. They are usually used in stationary applications for stability reasons. I foresee solid state batteries combined with solar having greater potential due to being much safer than li cylindrical cells, having a higher energy density and greater versatility in placement inside the plane.

Bananaman2 - I see that the new CEO is a good salesman as well as other members of the team but that didn't answer my question in terms of how the product sufficiently differentiates itself. Perhaps it's the TUV testing and the custom size? I also noticed that the company are trialling with an e-cargobike company which is encouraging.
You were way off with the size and efficiency of Sunpower's panels though. They are 5.46ft by 1.82 feet. Similar weight too. They also use 25% efficiency cells so on a module basis they will still have a pretty high efficiency. If VDTK use their cells then they should have the same efficiency. When you build larger panels, the module efficiency usually increases, not decreases.
Link for the Sunpower panels: https://us.sunpower.com/sites/default/files/sunpower-flexible-panel-170w-4x12_0.pdf

Thank you to those that have responded to my query.
To address the points made:
Whether it is 170 or 275, the efficiency is based per m2 not the max wattage size. Is there an inference that Sunpower or Renogy or other competitors cannot build larger panels? And why not?
The warranty is important; I don't know why VDTK is able to provide a much longer warranty/guarantee. Given the mono crystalline cells in the competitors units are likely to be the same or similar that is curious; is the polymer used in VDTKs panels a proprietary one that enables it to last much longer? I haven't seen any evidence of that yet.
Volume: I see no reason why VDTK doesn't have the potential to produce much larger volumes; that's not preposterous and scale in this industry usually reduces the unit cost as long as quality control isn't altered.
The CEO quote doesn't hold any weight for me; results and contract wins do.
I've seen market sizes bandied about in the clean sector; it's a way of highlighting a potential growth story; it's the same with the H2, waste to energy and graphene sector. I'm certainly not dismissing those figures as the clean tech market as a whole is enormous and has been underrated but it doesn't mean VDTK will get a tiny slice; it could get a minuscule slice or indeed a significant one dependant on how distinct the product is and how effective the management is.
Will a competitor sign a deal with VRS for example? Or indeed are they already experimenting with them but haven't disclosed anything yet?

I am not trying to dismiss the potential here; I've seen so many solar companies struggle or falter and margins deteriorate that I'm cautious of the bombastic claims that Paul Harrison delivered in that video; he kept comparing their product to conventional panels, when really he should be comparing them to other semi flexible solar panels. The key here still seems to be the impact that graphene will have on the panels, notably the improved conduction, durability and resulting efficiency.

I will go through the historical posts both here and in ADVFN.

Interesting link, I wonder if Japan Blue Energy is more similar to PHE or EQT?

I only just found out about this company yesterday. I have gone through the videos Parob posted, thank you, and gone through their website.
Observations: Unless I am mistaken, Graphene is not the icing on the cake as Paul Harrison intimated, but the cake itself. I have looked for a USP but have yet to find one, putting aside graphene. Lightweight, thin, robust, polymer based Semi flexible solar has been around for many years, and has gradually improved in efficiency along with conventional solar. Sunpower is one company that produces high efficiency PV modules, both conventional and semi-flexible. The solar industry is incredibly competitive with factories that produce over 1000MWs annually.
Given Sunpower's size, they are certainly in a position to explore graphene and embed it into their panels. They can also scale up at a rapid rate, either with their own facilities or existing suppliers.

Could someone please highlight what the USP is (aside from graphene), as it seems unclear to me at present; hopefully I'm missing something that's right in front of me as I want to invest in more clean tech companies.

Indeed, news items often overlook the key aspects to make a better headline. It’s up 500% from being both phenomenally undervalued and from investors noticing the qualities of an astute CEO who is providing the financial routes to contract completion.

If there is a placing it would only make sense to do so if it is to strengthen their balance sheet prior to a deal (I have previously noticed clients request stronger balance sheets from developing companies to give them reassurance) or to ensure they have sufficient funds to take a share in one of the deals they have lined up, such as Billingham. However, DP comes across as financially astute as is reflected in the various ways in which they can generate revenue from the waste contracts going forward as well as options to participate in a share of these contracts and revenue from selling to other agents such as the gas and electricity grid; time will tell, and I don't think we have to wait much longer to find out. If there is a placing at a lower SP due to a firm deal being undertaken the SP may dip briefly but surge ahead. If a deal is undertaken then EQT will receive income and may raise at a higher SP to support investment in future contracts.

Or just installed a decent water filtration system...bonkers.

Hopefully DP is jumping on all these planned incinerators like the one in Teesside. Less opposition than an incinerator by protesters and more versatile in the size of the facility.

The MOU was running out next month. They need a bit longer to discuss and finalise details of the project to the funders they have lined up (not a done deal yet). However they were confident enough to pay for a grid connection quotation. They now have the right to buy out Scott Bros; if they do buy them out then they will have a greater share of the funds attained from developing the project.

That’s assuming news in June I take it? A response from Greece was expected in June according to the 28th May RNS.

Yes, unfortunately, as Mullins58 points out, as it's not registered in the UK it's liable for stamp duty.

Nope, not one for EQT. Found out that the provider is PMAC Energy. They are using an incinerator...https://www.pmacenergy.co.uk/technology/

I got in to the clean energy space too early in 2008. Problem now is figuring out which companies will pop first; this company is certainly one of them.

I’m on DP’s twitter feed, cant see the retweet.

I can’t see this slipping back to 0.6p; if it does then there will be no shortage of buyers; it would only happen in my view if no contracts or income streams landed over the next few months; that is highly unlikely.

At £31M Mcap this is still very undervalued given the likely revenue stream from near term contracts this year. Greece has been quiet due to Covid; hopefully we will hear news soon.

Significance: The directors are taking advantage of having both low priced options and existing shares bought at a much lower level. Most shares divested are sold options. It doesn’t mean much on a growth share such as this one; giving themselves a good bonus. The last time they sold was at 61 and 63p so they’re making up for a very low return on last year’s divestment. Although difficult to see a positive it’s likely that we’re not going to see anymore divestments first a while unless the options are expiring. I foresee a short term blip but depends how keen IIs are as they may want to average down after purchasing above £3.

From my calculations, ITM is currently £1.3B and NEL is £2B so still quite a disparity but in line with the fact that NEL has higher revenue and a larger cash position at present.

Yes that’s right, Akiles used to be known as Ebioss.