Member Info for bluerill

Indeed UPBIG. Major spread bet firms all paid out 6p gross on the last special divi. Given that these firms will also provide you with some degree of margin to gross up your position, it is certainly the most financial efficient way to own sle over the next capital return.

'......One of the most sensible comments I have read on this BB......' In addition to mine of course (ego free comment). Dave is indeed on point. The key macro trends, the true significance of the AATAC deal, the potential problems for less rigorous competitors' products in a new 'legalised, but regulated' world, and the massive scale of the economics are all captured beautifully. Please combine his with my long post from yesterday and you will have a useful counter-troll primer on this company going forward.

https://www.pv-magazine.com/2020/11/24/interest-grows-in-going-with-the-vanadium-flow/

I said it was too conservative!

fwiw, the reason that we see continued buying today despite a softer overall tape and some profit taking in the sector , is 1. because AFC Energy, IES's closest comparable in size, also had a major contract win recently and continues to surge, keeping IES looking 'cheap' in comparison. Like IES, AFC have doubled this month, but that leaves the hydrogen storage name - which is still behind us in order book and time-to-profitability - at a significant enterprise value premium around 25% even though they are further from profitability ; and 2. (the main reason): Canaccord have effectively lifted their price target from 200p to 260p. I cannot share the report (hopefully someone else can), but the pt raise is mainly on the back of the Yadlamalka Energy contract and that it effectively de-risks their 2021 sales projections. In addition however, and clearly much more importantly, pricing on all 3 of IES's 2H contract announcements seem to have come in above Canaccord's early stage $800/kWh assumption, so they now see their related gross margin assumption of around 0% was (way) too conservative. This early pricing trend is clearly potential big news for shareholders if it continues as economies of scale will naturally bring down our unit costs as sales pick up further. For now, Canaccord is lifting its price target, but this bears particular attention going forward as the implications for future profitability are significant. Watch this space.....

Quoting myself from the advfn board, but I reckon this is a useful summary of where we stand after yesterday's RNS:

For me, there is probably even more upside in yesterday's announcement than is directly conveyed in the RNS. AATAC is pretty much the gold standard in the US. They could easily have agreed on a 'trial' or limited rollout for Chill in 500-1000 stores. Instead, from a standing start, we're looking at a full-scale adoption across their entire 88k store portfolio. Its true that Zoe don't have to suffer with a NOMAD, but there is still material oversight by the broker - and the BOD for that matter - so no company uses 'transformational' frivolously anymore. So here's summary of my thoughts now, prompted but not limited to yesterday's breakthrough announcement: a/ Vape sales are collapsing in the US and the consumer is returning to the comfort of a more satisfying conventional smoke. (witness the $15b sell off in Juul and the Imperial news that tobacco sales are up) This is driving demand for CHILL CBD smokes. b/ CBD smokes are a “cessation product”, consumers are turning to the healthy option of a CBD smoke to replace tobacco. This is driving demand for CHILL CBD smokes. c/ In the United States and across the world there is an inexorable shift from prohibitive to permissive regulation on CBD. This is opening up the availability of CHILL CBD smokes. d/ The prolific health benefits from CBD are becoming universally better known and understood. This is driving demand for CHILL CBD smokes. e/ The banning of flavoured tobacco cigarettes in the United States and many countries across the world is creating a new market for consumers seeking flavoured smokes, in particular menthol. This is driving demand for CHILL CBD smokes.
All of the above is not lost on retailers that can offer their customers the opportunity to buy CHILL CBD smokes which appears to be leading to a tsunami of demand from thousands of retailers worldwide, a perfect storm for CHILL, if you will, and why distributors like AATAC are skipping the preliminary stages and jumping right into the main event......

delete your account

You're hardly the go-to guy about having a 'point' so keep your suggestions to yourself. You're a dangerously ignorant propagandist ('how did I know this yesterday before the news was released...?!?!?' wtf are you even remotely talking about??) and having a go at you is a public service.

biggest one yet, too. Damn rampers......

http://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20201124:nRSX2498Ga&default-theme=true

This isn't sle's deal to close, it's Decklar's, you troglodyte. San Leon has already put up its end and is waiting as it looks like a major third party is getting involved as well, which has delayed the closing slightly. Check back in with us in another 5 weeks. We do so miss watching you drool over yourself.

And now, we can lay math, logic and historical analysis out alongside irony, shame and reason. Seems self-righteous anger may be the only survivor ultimately; the ****roach of humanity's mental toolbox if you will. (sad) fact.

Did I mention? Irony was killed by Shame in a murder-suicide. Rumour is sheer, blinkered ignorance was behind the plot

'......This definitely has room to grow. So many battery storage projects required, if even a small % choose VRB that's still a massive market.....' Truly, irony is dead

In fairness, Invinity's 'name' has been bandied about positively quite a bit in the last few months, including the last 2 podcasts that VSA conducted, both of which I posted. Andrew is clearly a genuine bull of the company's near-term prospects and potential market cap, beyond the fact that they're a client. The '10% of the global battery storage market by 2030' is a direct quote from Larry's oft-repeated 'stretch' goal (thank-you, Jack Welch) for this company which Andrew helpfully converted into a potential upside for the share price that should get everyone's attention.

what do you mean by imminent?

watch this space, and don't be short

https://www.cnbc.com/2020/11/10/project-combining-batteries-tidal-power-aims-for-hydrogen-production.html

https://app2.msci.com/eqb/gimi/stdindex/MSCI_Nov20_MicroPublicList.pdf

its correct.

Poor thing, are we not sufficiently recognising your genius? Well, maybe its because its hard to see through the redundant, flaccid commentary. The 'debate' was over whether orders were being held up to see if the 'greener' joe biden won and I said that was ridiculous/irrelevant. And again, not that it matters in the slightest, but I would rather 'promote' every jacked-up, ignorant, psuedo-intellectual fur ball you've ever coughed up on this message board, than utter a single positive thought about that diseased life form that's just been ejected from the White House. So there's that. Oh, and I almost forgot, Larry and Matt say hey.....