Member Info for Bananaman2

Feeks, I agree. Because of the flexibility and light weight the potential is huge enabling PVs to be used in applications not possible by with standard PVs. The most important factor is the output per m2 is the same as a standard PV so you don't need more area

7Mw break even with 20Mw plus 30Mw production capacity.

As you say 1Mw of PVs is not much to sell.

on the Verditek website

https://verditek.com/investment-case

£75m sector value (assume this is based on Italian factory capacity and Portugal of 3 shifts per day x 10Mw per shift = 50Mw per annum x £1.5 per watt installed)

7Mw break even and have already received order for 8Mw

Design, manufacture and install

I will leave the MCap and SP predictions. I think a good assumption can be made from this

Sheadclass. It does seem to have become a bit of a focus for TPG. The beauty of it is, is that they are so diverse that hydrogen is not there only focus. Renewables in general is also in focus as is space and defence.

Can't wait to hear more about what they are doing.

Very exciting prospects and very pleased to have picked this up a few weeks ago. Having taken a deep dive into what they do and some basic fundamentals, TPG are in a cracking place right now and could very easily be a big player in renewables and hydrogen. The LinkedIn posts this week show they are now trying to get the name out there.

Can't be. They raised cash last year. 500k for first orders. Surely they haven't lied.

of course, you would have to go through the RNS to see who was granted options at the exercised price.

Mcmikey, you are assuming that who ever exercised their options is going to sell immediately. Perhaps they know a little more than any of us. Why exercise options and sell for a 4p per share return. Perhaps, just perhaps they think that they may be able to get many multiples of their 100k investment by year end and didn't have much time left to exercise them.

It would be nice to see who has exercises the options. I assume that employees have options and can choose when to exercise them. For an individual, £100k is a fair size investment to make and someone may be feeling fairly comfortable.

Athanasius, if just one of your items comes through next week I will be most pleased. The silence is very painful but I just can't help thinking that something very big is around the corner.

I really like the idea that AFC may be talking to some large corporations such as DPD or similar that have a significant number of EV fleet vehicles. There are so many more potential opportunities. I just can't help think that COVID has literally put back everything regardless if AFC are working through. We have to make allowances for the customers. Priorities change in times like this. Possibly some have slipped by and others have come to the front. I can imagine delivery/couriers have been run ragged in lock down period and the transition to EV has become much more important.

I am sure there are clues in the LinkedIn posts and tweets etc. All will be revealed.

Feeks, whats your view ?

Risk, maybe the only reason they haven't taken off is due to the lack of investor awareness. This seems to be changing now.

Agree that there is huge potential for TPG with a steady revenue stream across a diverse portfolio of business including hydrogen.

They have IP, revenue and last year returned a profit.

Certainly showed resilience through the COVID pandemic

oh right. Yes. I made a decision to close out a loss on BP. Get out of oil and become a much more ethical investor. Had thought about it Wednesday but dragged my heels. Did it yesterday more or less on opening and paid a premium for it. I didn't want to avergae up too much.

Never get the timing right. I guess you could say my initial excitement in buying was overtaken by my excitement in seeing i could have waited and got more for my money.

2.5m at 9p hmmmm. That is a bit chunky and well over ask.

small volumes pushing this up slowly. Really good to see and just for flexible PV's there is still so much potential.

I do hope the statement in the annual report is positive and looks very much forward.

Update of work with Paragraf would be great. Not expecting miracle overnight with that but at least VDTK have a revenue stream which could easily see the SP many times current. Not simply R&D

comeonvog. I didn't realise I was excited yesterday.

Haven't seen a 2.5m buy. Where do you see that ?

Nice. There is more interest showing now. People must have been woken up to the Verditek potential.

Yes, very quiet. Good to see the bid above 9p this morning. I was offered 9.1p for 100k shares. I didn't sell any. Have held and will continue to do so. Is better to not have aggressive spikes. Sustainable rises which go undetected are much better. Still think there is plenty of room here to grow

Another 100 vans with a 60-70 mile range all wishing to rapid charge in Westminster. Immense dependence on the grid unless they can find an off grid solution especially one which is cost comparable.

Anyone think of a solution ?

Its fine with being a sell. Those shares were te bought and have underpinned the share price a little at that level. Still huge potential for upward movement from here.

getting there.

Followed at 1710 by a 1.87million buy.

Much bigger money transferring hands today.

Could be setting up here for a much stronger move.

huge buy at 1629. 1.6 million at a cost of £89k

Someone is confident. Great to see and so they should be

Is it just that which lit the touch paper. I thought by averaging up this morning after the RNS and then seeing the drop I had made a bad decision.

Looks like a huge flurry of activity. Well deserved rise and starting to be noticed by the wider market.

What a gem of a company