Member Info for Bananaman2

nealsp. I appreciate your enthusiasm is based on no more than gut feel. The drop is also due to the general drop in tech stocks and unfortunately VDTK has faired worse than most for me anyway.

However, based on recent contracts and potential (not projections as we have not seen any yet) the value of Verditek seems quite low. Further confirmation of orders or a large order or two before the end of Q3 does seem very likely, possibly both with confirmation of smaller order to date translating into Mw of sales to keep it simple and demonstrate how this is growing.

My gut feel is they are easily above 3Mw since May. A large order will push it much higher.

And yes, next push could see us well into the twenties and still only valued at around £65 - £70m

Next few weeks are going to be interesting. Perhaps interim next week.

*non = none x 2

I have just been reading the Arden research note and have to say that it has really raised my appetite for readjusting my PF in favour of holding a much larger percentage in Simec Atlantis.

We all understand the financials of Uskmouth but looking at some of the tidal projects such as Maygen phase 2 and Raz Blanchard, the projected EBITDA to 2025 grows exponentially.

Using a conservative PE of 25 for this sector we could very easily be looking at a company with a MCap of well over £1bn

The real beauty is the fact that non of those projections consider the N&P parntership to manufacture sub coal pellets and the distinct possibility that SAE could very easily be looking at completing similar Uskmouth project in South Korea on any one of the recently closed coal fired stations. TC certainly refers to this possibility in the recent interview.

Considering what Uskmouth has added to the business and with the prorietry fuels manufactured by the partnership, SAE are in prime position to exploit this on a global scale. With developing relationship with Hana the potential here is enormous. Non of this can be considered as its only a possibility. But imagine if SAE announce a partnership deal for further conversion projects. It will add further NPV and future earnings.

Needless to say I am readjusting next week in favour of a much larger holding here.

Envirinmental due this month
PPA agreement October
Planning before year end
EPC award early 2021
Raz Blanchard 3Mw turbine deployment Q3 2020
Plus any other surprises.
Big pieces of news.

Yep, never understood that. Why does the price drop. What is the end goal ?

If the MMs want to create trades they should look at a sustained rise. Some will sell into the rise and more people are willing to buy in a rising market.

This is the only thing in my PF that is up today. Very disappointing from the green tech sector this week. Some have been decimated for no apparent reason.

Looking to readjust the PF balance as SAE is such an interesting and diverse business with huge upside. Lookimg for the is to be a £1bn business in 3 years given everything that's going on right now.

Lots to get through first but very happy to add.

Some great informative posts lately, sorry I have not been able to assist. Keep up the great discussion people. This board is a joy in comparison to some others.

It will be day 8. Its relentless. a PF destroyer and also very disappointed.

Markets are to blame, not Verditek, although we have all been expecting news of new contracts and yet we are still waiting. The rest of this year, as we have said will be transformational. Just hope the markets stop this down trend sooner rather than later.

bigdouble. I am sure that board doesn't need our input if they are there.

Very fortunate that everything I have invested in is up significantly from my purchase price and average. The whole market is down this week and it has seen some erosion of gains over the last 3 months but for me it is about the time and effort spent researching isn't worth the pay off for trying to trade the market for a short term gain.

That's why I hold and add.

Research and analysis, buy with conviction add on the dips and hold.

That '*****' will be talking to themselves soon. Still believing that they can change the market value of a company all on their own.

What a bell end.

AIMlightweight. If you set up a twitter account or already have one you can request to join the Eqtec discussion group.

Anyone that joins and then start being unconstructive will be removed from the group.

We discuss everything openly and there are some very informative people with some insightful information.

Damage limitation. You would think that given the global need for green energy and the move towards these types of equipment to provide it that there would be some degree of protection.

My PF has taken a hit of thousands this week and its all focused on this area. One stock has taken 7 consecutive days of losses and today will probably be 8. Getting beyond a joke as many are so significantly undervalued.

Tell me about it. PF is down thousands this week. Very painful considering the time and effort researching my holdings only to see them be significantly knocked of recent highs and all at the same time for no apparent reason.

All green tech nature ?? Just don't get the markets sometimes.

COVID-19 has to be sorted. Financial implications are enormous.

AIMlightweight, Its a shame they don't just delete the poster.

Too many green coffins of doom lately.

Personally have no issue with adequate research and useful commentry but had to just filter the posts out. Monotonous, boring drivel that contributes absolutely nothing of and use to the board.

Ban them i say

Well, I am still waiting to add a few. Kept out yesterday but we are lookingnat small fractions of a penny now so probably take a few today and not worry about it.

Cannot believe that its still sitting at 4.8p.

Emmerson seem to be fairly active with various articles and twitter posts. Just a matter of time before this is discovered and corrects.

We know they need some money to complete the FEED but they are talking about next year for $400m to complete construction and that will not come through share capital raise. Cant imagine they will have a problem and perhaps some interest from some major's that may be focussing more on Potash.

Huge upside potential.

I would say both trades part of a 100k buy as the total trade cost plus 1% stamp duty (AIM company but domiciled in Ireland so subject to their stamp duty) is bang on 100k

Another huge trade after hours bang on the mid price. Well over 7m shares.

Thanks Stokey.

Stokey12. So it is back to your original plan.

So we must expect them to serve the defendant on or before next Wednesday if they are proceeding with the claim ?

If they do not serve notice on the defendant I guess it is dropped without prejudice ?

Do you know those answers ?

Stokey12. No , the document is regarding US patent law. The link just shows the UK page.

Stokey12. Really appreciate you correcting me. Don't mind being wrong on that occasion ;-)

The complaint was filed on the 7th July and EQT so I have read so I would expect this to be the 7th September as that will be over 60 days due to the weekend.

I guess we will see.

Great document regarding what constitutes patent infringement and invalid patents.

https://uk.practicallaw.thomsonreuters.com/6-623-0657?transitionType=Default&contextData=(sc.Default)

I would seriously be thinking about this if I was the complainant.