Member Info for grsshaw

Hopefully, we will receive some good news soon to see how the SP reacts. Clearly still a smallish volume seller around, but these are being bought into.

Saw a recent meeting in Canada held at IES factory re Canadian producers - there seemed to be plenty of Battery stacks laid out in the images. I get the feeling that very positive things are happening in the background while we await the next announcements, some expected and hopefully some out of the blue updates! 🤞

Maybe we will receive an update soon on Gamesa as well - they are attending a large energy trade show in Germany this week!

Positive signal is that the MM's keep moving up the bid price very slowly, bit by bit each day.

Just need some larger volume to test the price now!

Looking forward to the next bit of good news to land - interested to see how the share price reacts with (hopefully) no active sellers to sell into!

Some of the current news re the European power cuts and Ai demand for future power should be helping IES a little, but Im waiting patiently for large deals to be announced very soon to rerate the price!

IES should be trading far higher than 12.75/13p!

Also need to note the 15% battery management efficiency gains mentioned in the presentation which was mentioned as a price reduction (potentially less units required!

I am also focused on the Vanadium comments and the progress made to strip out some of the costs.

These will hopefully reduce costs further, but also add a little extra to overall profit margins…

Away at the moment and seen some movement to the north for a change! 😀

Hopefully, we hear an update on Gamesa very soon! This is being overlooked by most, as when this passes their own internal testings and approvals (already carried out pre testing at Canada before being placed on site in Spain) IES will then have an additional sales team activity selling the tech... 👍

Also looking forward to Taiwan updates with Everdura 🤞

Will try and attend the meeting tomorrow if I can work it around my plans.

Good luck all...

Https://www.energy-storage.news/us-zinc-bess-manufacturer-eos-guides-for-tenfold-revenue-increase-year-on-year/

This is the type of update I'm expecting soon from IES... but focused on the UK, European, Australian, Middle Eastern, Asian AND US markets... 🤞

Competitor of course, but the same challenge as IES, and to beat Lithium BESS!

Great information as usual Theoldtrader!

Just points out all the future potential/opportunities!

I do wonder who is selling though, as with all that is possible, this would seem a good stock to be invested in when looking over the next 2 to 3 years!

I’m very happy with my position here and what i can see is on offer in the short, medium and longer term. Just need to wait a little while longer to see how this performs! 🤞

Try again!

https://open.substack.com/pub/theoakbloke/p/to-invinity-and-beyond

Https://theoakbloke.substack.com/p/to-invinity-and-beyond

Highlights the possibilities if this is as good as IES claiming to be!

Highlights the importance of no risk to fire using IES batteries, and also the large spacing in between batteries required for Lithium batteries. I guess this is fine if you have a large amount of land for battery siting and not too close to residential or businesses! With IES batteries you can maximise space in-between each battery and they can be double stacked and even triple stacked if required - with out any fire risk!

I wonder how these sites will managed going forward with any fire services costs - as it appears they are needed on site for some time to put out the fire and assuming time to manage and observe post fire.

https://www.essex-fire.gov.uk/incidents/firefighters-respond-battery-storage-site-fire-east-tilbury-2025-02-19-15-51

https://www.energy-storage.news/fire-at-statera-bess-project-in-england-brought-under-control-handed-back-to-site-management/

IES just need that first large order to start off mass production in Scotland with then regular news flows and contract wins to keep up interest. This market is booming at the moment for Lithium (signed off previously), but I do feel the new growth area for future energy storage will be LDES, with strong focus on flow batteries. I feel that first large order is going to happen and I'm hopeful it's not too far away!

Nice stock to have in the ISA (and the children's) as if this plays out as I'm predicting, this is going to perform very nicely during 2025/26 - might be wrong of course, but the set up is looking very good for massive growth with potentially some big numbers involved.... My research is complete, investments made and now 🤞for the expected growth and share price lift off!!

Good luck to all...

Yes, fully agreed - I’m still waiting for an update on Everdura Taiwan and their new GW factory for a start 🤞

This RNS is great news, it another focus on sales with a business partner with fantastic contacts and knowledge/experience of brokering large deals within energy sector, along with some finance backed/support to boot.

Put it this way, it is an improvement from what was on the table only yesterday - can’t see any downside or cash at risk - I think many investors are missing how good this update/deal is and it can provide the best chance of IES securing new orders…

Im hopeful that this won't be an isolated announcement and we will have more news very soon. This good news today is mainly focused on the UK (with some future potential for other countries) but as the BESS sector is red hot at the moment, I can see a few more announcements very soon and in other regions either with IES direct or via partner agreements, but my future focus/prediction is that 2025/26 will be the rapid growth for LDES, which will finally prove all the advantages over Lithium...

Posted 2 days ago - Directors in the States

Very excited to have had the chance to visit our partners Indian Energy LLC’s project site at the Viejas Casino & Resort outside San Diego. Great to see our 10 MWh of #vanadium #flowbatteries, delivered with the support of the California Energy Commission, installed and ready to be commissioned!

#LDES #energystorage #microgrids #renewableenergy #netzero

Significant testing has already been carried out jointly with Gamesa and independently reviewed

‘Invinity has already carried out significant testing of ENDURIUM in cooperation with its joint development partner, Gamesa Electric. The Company is pleased to note those test results have been independently reviewed by DNV, a world leader in testing and certification across the energy value chain, to confirm conformity with published specifications and operating parameters’

Looks to me that this gamesa site test is to review both wind and solar coupled and see how that performs. My thoughts are that this test is of course very important, but it’s more for Gamesa to test before , they themselves, start selling Endurium to their clients or certain clients depending on set up. I am under the impression that Endurium is being actively sold by IES sales team now and they are not waiting on any further tests for validation. Of course any new clients may want to carry out tests before large orders are placed, but i am under the impression this is ready to go now…

Https://www.energy-storage.news/year-in-review-agilitas-energy-ceo-on-evolving-wholesale-markets-move-away-from-lithium-ion/?utm_source=dlvr.it&utm_medium=twitter

Are there any major market trends that our readers should watch, perhaps related to technology, financing, or other aspects of the industry?

There is a growing trend toward longer-duration energy storage as market needs evolve. Traditionally, energy storage systems have had two-hour durations or less. However, load growth is expected in most regions of the country and that will mean a greater demand for longer-term energy facilities. We also anticipate a move away from lithium-ion batteries, both as a result of a need for longer-term storage but also because the industry needs chemistries with greater stability, density, and shelf life.

Https://www.utilitydive.com/news/moss-landing-battery-fire-vistra/737837/

Moss Landing will be off-line for some time while a full investigation is taking place - according to some who are connected with the site, the total investment is approx $1 Billion. That’s a lot of money invested to sit off line until they can come up with the reason along with the future fire prevention plans.

Surely, you would spend a little more, plus the advantage of a longer battery life time, to fully reduce any fire risk (plus all the other benefits that flow batteries offers as well!)

This has to be one of the best times for IES to higher their product profile & solutions…

Posted on linked re a site visit to Invinty a few days ago, from this business

http://cadmando.co.uk/

Pressure to keep the whole site off line for investigation and a go forward safety plan - extremely large investment to sit off line and not operating. I believe this will create a lot of issues and concerns, especially when you see how many new large scale BESS sites with Lithium are currently being announced daily!

I wonder what Trump will say about this! 😳

Only watched the first 10 mins, but worth a quick watch on this link

https://www.youtube.com/watch?v=9jjlby6Tuj0