Member Info for grsshaw

Slight sell off to be expected TBH after such a nice rise yesterday.

After the traders have sold to lock in some quick profits I feel the buying will sorta again and maybe even continue to rise - this is based on the recent size of the drop in share price - should be sitting around the 70p is my guess.

Been wrong before but lets see what happens this week

Ha ha - I dismissed the US listing when it was down over 50% but now that it has closed 4% up I am a true believer :-) - I’ve no idea on how this works and connects with the UK market but listed companies like to emphasise the fact when they have a OTC US listing . Will keep one eye watching to see if I can learn anything!

Even better superhero8 - as I understand one of the challenges is about hitting the sweet spot re manufacturing volumes - I guess the best outcome is to try and use as many facilities as possible to max up each manufacturing location - wouldn't really want the container shipping costs as still pretty high at the moment though, but if this provides some initial flow units to test/trial quickly in the US then all hands to the pump! Assuming that the vanadium is available and not already presold to other customer on the US vanadium side that is...

aandi

You may have missed my point - see below again

'they could in theory produce some of the first flow units in UK and ship over empty and then be filled in US.'

I mentioned to ship the units and then fill in the US with the vanadium - this idea would be to fulfil just a small amount to make a start while building up a US plant to fully manufacture and fill in US

Hope this helps

Looks like the MM's are having a little shake out - very little stock about by the looks of it!

aandi,
IMO I would like to think that most part of the future funding may be options of loans/grants etc.. in US $, they could in theory produce some of the first flow units in UK and ship over empty and then be filled in US.

With this much focus on the energy/storage/battery arena if there are closed deals then I am not too worried about the finance side. The main challenge is to have the commercials working in favour of Vanadium Flow battery v Lithium, the rest should be a walk in the park and take up a plenty!!!

I agree - I am not experienced with investing in a UK based company with recent new US listing, especially when it relates to a potential joint venture RNS between both UK/US!

Will be watching closly and hopefully may learn a thing or two :-)

over 43p bid now...

It this can push through 45 to 46 to buy then I feel 50p will be achieved relatively quickly thereafter...

Lets see how it behaves when the US opens - not really sure if this US listing will have any affect or not, so eager to find out over the rest of this week!

Bid states 41p but can trade/sell (at time off writing) at 42.25p.

When this news has been digested by both UK and US markets this alone should (IMO)could move the SP to between 70 to 75p - not sure how long it will take to agree as this though as is still at MOU stage - but looks like this has been well thought through for some time... I wonder if US Vanadium may also look at taking a few shares in IES!

Now would be a good time to release any other news in other IES target countries. I have a feeling more news will be announced in the run up to the AGM at end of this month and to assist with the approval of warrants extension. If was a warrant holder though I may be tempted to hedge my bets with a few purchases in the market at around this time then approve at the AGM.

Nothing guaranteed in this game, but this is looking much better than a few weeks ago!

If this partnership is signed off it will help to take some of the overall risk away from IES, although future profits will now be shared 50/50, so will costs (investment outlay and resources). This on top of US support packages and tax incentives (which might have been difficult to secure support as a UK company trading in US) sounds like a really good idea/deal to me. This will also leave potentially more investment/time to be allocated to other locations/deals which may not have any in support/grants available.

https://usvanadium.com/

Will have a good look at this over the next few days - very interesting 50/50 (MOU) deal to max out US opportunities - serious investments already made in order to produce larger volumes of vanadium - made in the US and job creation will be key to securing local and national government support funding packages and tax benefits - I would prefer 50% cut from a large turnover than 100% of a not so large turnover plus all the US benefits that will add to the partnership

This deal should also help to potentially reduce overall costs to make flow batteries even more appealing/competitive to the energy markets

'The demand for energy security will be insatiable. At the same time, the transition to green technologies will be accelerated. Add those two trends together and there will be huge demand for companies offering everything from energy storage to high capacity batteries, as well as alternative fuels ranging from solar to wind to fusion. A Tesla or two will emerge in that space – and might even be owned by Elon Musk.'

A snippet for an article in the Telegraph today - Matthew Lynn - Three mega trends of the new bull market

'In truth, the new bull market has already begun. Since that typically involves the index roughly doubling over a three-year run, there is plenty of upside ahead.

What will that look like? Investors should be watching for a boom in military hardware, especially involving new technologies; for a shortening of supply lines as products are made closer to home; and for a boom in anything related to energy storage or alternative fuels as we switch to green power. Every bull market generates a handful of real stars, and a series of mega trends – and this one won’t be any different.'

I feel IES is in a good place to attract new investors - especially considering the recent share price drop!

Good point - I will reread the RNS with the potential delay in mind and see how that reads.

I agree - assuming US fund managers will want to capitalise following this support now in place (well when Biden puts his signature to it) and will create some specific green funds to include potential businesses who will benefit (if not already in place already)
Reading through the last IES RNS about this act they seem confident it will assist , would be nice to have some more detail from the company now that the act has actually been passed - assuming this being passed will also put the focus back on any business with a green/ renewable product/solution - also assuming other countries will jump on a similar act to ensure they don’t get left behind - all very interesting re timing and current share price - I have now increased my near term target to £1.00 per share -price based on a few new contracts/orders being received in addition to being in the right sector at the right time with an energy solution

Now this has passed it will be interesting to see how IES views the potential to capitalise On the US market!

Re the 300k sales - well I've picked up over half of this volume in the month of August alone - the very low volume/value sales moving IES continually lower didn't make sense - it happens with other shares and some can continue the down spiral for a long time but I like the fundaments here as lots to go for in a new exciting market - I think Covid would have put the brakes on many developments over the last few years (plus challenges with commercials/inflation) but I am investing and very hopeful that the companies involved with IES will want to play catch up - expecting a few strong news announcements at or before the AGM at the end of this month!

Seem to be very good results re turnover/profit with more to come from Salta in H2 plus US sales/profit to add to these figures- plenty going on with PPC but so unloved by the market. Can see the seller coming in again once the initial rise first thing started to slow down - all very strange and feel PPC is being played.

Still not sure/clear why they needed that recent bond and no mention in PL comments re Paraguay drill which may mean the drill won't happen this year as planned (which is what most were expecting anyway)

Very happy with my investment here so far (not price of course but fundamentals seem strong), just not sure what it will take to bring new investors/traders in other than the drill in Q4/Q1/Q2 who knows when...

The way the bid is moving around between 39 to 40p looks like the MM's are trying to encourage a few sales here and there. Maybe a few buyers looking in here. This set up looks okay for a possible rise higher - maybe into 50p's, but never guaranteed of course! Could also move back down, will be keeping my eye out for any hints re next share price movements

Must be due an operational update very soon.

SP seems taking a little breather today - does this mean the seller has now stopped as they have pushed this as low as they could and maybe now turned buyer (probably jinxed it now!). Maybe waiting patiently before buying to see if they can wait out a few sellers from the two day recent rise - happy to see where this goes until the next RNS update/announcement to see the tone of the comms and then decide - worth waiting I feel - let's see..

IES SP has taken such a big hit recently, I do feel this could easily move back up to 55p level, without too much effort! Not really sure why this dropped in the first place as the selling volume wasn't that large to drop this by so too much and news flow hasn't really been negative!

Cleary this was been pushed down as part of plan to buy back cheaper backed by little news flow, but now with a recent brake applied it may just move back higher to a more realistic level - even higher with news!

I'm in good profit here, but not selling for a little while and will review this over the next few weeks!