Member Info for grsshaw

That was a very good RNS, highlights IES promotes honesty and integrity in their business dealings - a great strategy for the bigger wins/longer term! Might lose out to few short term deals, but this my personal way to conduct business and I know first hand this always pays in the med to longer term..

Expecting more orders from this partnership very soon and also expecting far more orders to be announced very soon with other projects. Feel IES will soon be going into ‘feast’ and out of ‘famine’ mode. I am predicting that there will soon be news of manufacturing delay /longer lead times due to customers starting to place orders and this may then escalate the situation even further to push more to place orders sooner than later! Will good to have deposits and to clear out current inventory, boosting cash flow/position. If costs are also reducing, this should help cash burn

I see the seller/s are still up to their usual tricks and selling into gains- must have a holding update soon surely, but when they have finished, this will re-rate, I am sure of that…

So MEN MC is now at £13m with ATOM over £7m of this.

Valuing MEN operations/Assets in Argentina and US at just £6m (on paper value) & Argentina turnover is forecasted to reach $40m, not sure on US as no turnover forecast has been provided - but it will have a turnover attached in this last quarter if the update today is to be believed.

I know there have been offline issues with US in some of H1 and Q3 (hopefully now resolved) but if US actually improves and increases flow rates then US would be worth well over £6m alone- so Argentina operations/assets, Paraguay, potential Q4 farm out (not sure on this one has haven't had any update as yet!) and GH are all valued at a big fat Zero.

I see when we see a smallish number of buys against very little sells the SP stays as is, when the opposite, the SP drops by high %'s. Even with a good news update, this has had no affect today.

PL clearly has a massive job to turn this around or he might as well just take this private if the city have no confidence or support in him anymore - what's the point in having an active AIM listing?

Also, if he tries to raise new funds for GH spending he will have to put more of his money in to maintain his % holding.

For what it's worth, I don't think funds are needed for current operations/working capitol , now that US will be back online. and if funds are raised it will be for GH managed as a separate conglomerate.

Might have to wait until Paraguay update this to move now, subject to when drill will spud!

Looking much better with the two issues now resolved, US will need to catch up on missed volume/cash flow/profit , plus all good with the rest of Argentina.

Hopefully we can look forward to better news flow from here!

twitter.com/molecularen?s=11&t=sM4gzff2zQuHyqh7GNCOIw

Hopefully the link will work!

Hope this will be back on line and producing again very soon!

Certainly they look ready to receive the rig now - we just don't know when they will get it to site!

One positive , you would hope that the rig cost will be discounted considerably due to the delays!

Updates needed on the newish stuff - as there are some potentially company changing events that could be announced in the next few quarters

Paraguay drill & Potential farm out this Q4 being 2 of them

Also Green house capital - lithium what else/how will they fund etc

Also general Argentine performance, how Salta is doing, fire damage, USA back online and increasing (hopefully following the recent works/investment)

Let’s see what happens but I’m happy to see how this turns out, also how the market reacts when aware of the spud date for Paraguay - will this attract the traders /speculators?

On twitter the other day they posted about Paraguay well preparation with continued progress being made, but no real reaction from investors POV

It’s not all dome and gloom, just a very continuous depressing share price to work around!1 -feel this will start to rerate in a few weeks - following some much needed good news!

Mr Levine has lost market respect I feel, maybe some good news and clear comms on what is really happening will go a long way!

Someone desperate to sell out of MAN today.

Would have thought we would have had an update on fire damage and USA situation at least i.e. back on line and producing. Assuming they will now only update every now and then rather than regular updates but the silence is deafening!

I am still invested and looking forward to the next update and hopefully it will be good news a plenty!!

Hope you are right - won't take many buys to move this higher if the seller has stopped!

Not sure who it is, but they were selling down to low 20's not long ago and didn't seem to mind what price they were selling at (they seemed driven to push the share as low as they could!).. that's why I feel there is something going on - especially selling into the recent news. Clearly there was a lot of traders speculating on the big contract news recently, which I now assume they are all back out, but the sellers are continuing.

I'm after at least £1.50 minimum a share now following the recent news - it may take a little while to achieve this price along with some very good news, but happy to wait it out when you look at IES as a business which sector they are in (high growth/green energy sector).

If it hits my target price I would only sell my original investment value and leave the profit to ride as I do like this story/sector.

Be glad when they have finished selling, they certainly have control over the share price at the moment!

Might as well wait for them (who ever it is!) to fully sell out before announcing any new orders, as they will just sell into anyway and keep the price low.

Still feel this is being manipulated for a possible a merger or buyout - so will wait patiently (albeit a little frustrated!) until these games are over!

All part of buying and holding shares!

https://www.energy-storage.news/us-eu-policies-prompt-bloombergnef-to-upgrade-global-energy-storage-deployment-forecasts/

Good point GBCol - the major share holders will decide - bear in mind they could also be included in any deal to keep their investment in play.

Ghost123 - I have no idea, but my guess would be over £150m!

I think that was a question to the board at the recent investor meeting - but they are not taking shares instead of salary as far as I know!

Larry won’t have a choice, it would the shareholders who decide! It all depends which company attempts to buy it out - it could be a target company who want this as a stand-alone going concern or a company in Energy but not with a flow battery business - all staff may be kept within the business (and well incentivised). I’m not saying I want this to be taken over, but from experience, it just looks like this will happen - it may even be a merger - it might even be Gamsea - might be wrong, let’s see!

I think IES will be taken over by a US company - following the sign off on the joint venture with US vanadium.

Low Market Cap, sector and exchange rate is a must for a cash rich company wanting to enter into this space or already in it and want the tech, contacts, upstream orders…

Very strange today - let’s see what happens by close.

I’m staying put and will watch this and learn - I’m interested to see how works out with clear sellers and traders impact along with one of best RNS updates at the same time. Still very confident this has a long way to move up!

That seller is still there 10k, 25k and 50k first thing. I thought the idea here was to make money - why not just let it shoot up first thing and then sell into - just makes me think the selling is for a reason.

IES is certainly a buy out target, even more so following that release- especially for a US business as they will get an even better deal with the current exchange rate. Is this reason?

If that seller clears off (and hopefully turns buyer), we may well see 50p or near to it today!

If not today, then feeling confident certainly by sometime next week - maybe even much higher due to way IES share price crashed lower!

Target £1 by end of 2022

A big well done to IES - biggest Flow battery in North America - that seller must be fuming, especially sellers this week!

Rumour quashed re raising cash

Looking forward to more orders being announced…

Seems to be holding, but that seller is still about - selling into any increase and keeping this from rising quickly. Last time it shot up (on US Vanadium joint venture) they couldn't control it - and went up to 55p intra day, if I remember

It will be interesting to see if any will buy in on the rumour for this 'potential' large contract, or they will wait to see what's announced and then jump in following.

It will be one of those, 'I wish I had have bought in beforehand on the rumours' if it turns out to be correct that is...

Looking forward to watching this over the next few weeks either way!