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Funny how 2 people can see the same thing very differently. I was just thinking how very well written the rns is - much better than some.

Looks like a few people here don't understand mine economics / patience or both. We have waited several years for an iron ore price rebound (and equlibrium) and now it has happened we can be hopeful but huge projects like this take years of planning. Current prospects look great to me, especially on a slightly longer 1-3 year view.

Top of my list:-

7. Tekcapital ship out packets of crisps to hungry snack-eating investors.

They do indeed Bananaman, and look at today's news from out of California, which can only help the shift towards adopting this technology -

California makes history with zero-emission Clean Trucks rule

https://www.greenbiz.com/article/california-makes-history-zero-emission-clean-trucks-rule?utm_source=newsletter&utm_medium=email&utm_campaign=transport&utm_content=2020-06-30&mkt_tok=eyJpIjoiTURRMk5XRTFabVF4TXpaaCIsInQiOiJMNWt3SFBKbWJaNzkrOWNmWW9BUm9kMDdNaFNzUEpWSDl4QVJsQTJ5VFpUeVwvb211RGdESHlUXC9sZkl5ZUszNGd4OGhNckUrSGZ1MUJmUDg5bjhQTVd2YXZUYkNleWFma3JWMVNXVjZGbUJrS3A4OExEcXoya0l0MkJ6VllIdDF3In0%3D

Nice find Parob. Thanks

No worries. I must have spent a month reading / researching every night. A bit boring .... maybe.... but it was actually fascinating.

They are trialling the product - see Business Update 28/1/20

"working with a top-tier roofing tile firm to trial integrated solar tiles for housing projects"

To conclude those thoughts, many people will top slice when orders are confirmed, but I tend to see it differently. An order or two confirmed now could well be just the first of many, and so for the reasons which should be obvious (if one is to accept my point below), this is the sort of stock where I would consider averaging up as those orders do come in because the share price growth will accelerate fast.

I would not generally follow that investing strategy due to the risk it involves, and because if things turn downwards for any prolonged spell then profits will disappear much faster. But despite the sort of BB chatter one hears everywhere on AIM, the very big winners are actually hard to come by. But at first sight this appears to be one of those big winners (just maybe....).

Hi Catwith9lives
I agree with that but it is chicken and egg. The higher multiple will be justified once there are orders to fill the firat 20MW together with forward visibility of more to come. I see it as something as a binary bet that the tech works commercially because once the costs savings and benefits are demonstrated in one application, the same savings and benefits can be transferred in similar fashion to other market segments. Growth will the be global and it will be rapid. And if that is what does happen the PE will rise commensurately. In other words I think we will see 25-30p long before the full Italy 20MW is confirmed, once the first orders start to come in. And the orders do seem to have started now.

At this stage with so much being promised in a short time-frame the SP has surely got settle in the lower double digits awaiting further news of orders, given it was 9p at IPO and given there has been a bit of dilution since that time too. Surely....?

Paul Harris said that on the video (Italy can be scaled to 50MW). So, that's 100 MW with Portugal added in, with interest currently coming in to add other factory lines. Additional capacity was one of the reasons I first bought in before the rise. My bet is that IM Efficiceny will soak up Italy Phase 1

It is already doing domestic roofing solutions. Verditek is working with metrotile, Europe's no.1 lightweight steel roofing system:-

https://www.metrotile.co.uk/?gclid=CjwKCAjwxev3BRBBEiwAiB_PWD0ZZaxC_JpYt8nvVEJXLT5aJejm7X845lkK_4qQT-bgETq66V7hpBoCl5UQAvD_BwE

dubois: If I'm reading this correctly, 20mw = EBITDA of £6,000,000, therefore 20gw = EBITDA of £600,000,000 Have I got that right? huge
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It is 2GW. But that itself is huge. 2GW is 2,000 MW

I think that was from one of the earlier Mike Walters reports. £80 a year to subscribe there is peanuts when they dig up gems like this all the time.

Guys and gals in Advfn it is 2GW not 20GW!
Rob Richards says a ramp up in orders and free cash flow in H2 2020 .

This is from a new CEO who took shares and no salary remember. He has an eccellent track record of delivering and will do ao again.

"Looks like we are going to need a bigger boat !! "

For anyone who needs a calculator, 2 GW is 2,000 MW or the equivalent of 100 Italy factories to cover just one new vertical application in one geographical area.
No wonder they have already expanded Italy factory production and established a second licensed facility in Portugal too, with more of the same expected in 2020.
The promise is huge and let's just hope they can deliver even just a tiny part of it.

I'd have worried about such a drop a few years ago but seen it millions of times. This has a lot further to go yet. Just wait to see what it does tomorrow :-)

It's a typical spike followed by long retrace .... until news comes. I have a confidence deals will be flowing in fairly short order now, but MM's know that PI's tend to have zero confidence and panic when it comes to waiting even just a few days.

Yes it will be so they have a body ofbl accurate sales data / benchmarks using different vehilcles in a range of different climatic conditions.

The trials are taking place in the Netherlands so depends on your eyesight too!