Member Info for grsshaw

Yes, thanks Theoldtrader,

This recent fire at Moss Landing could be a game changer for battery storage options containing Lithuim. Luckily no one was hurt or injured!

The disruption, plus road closure and resident evacuations as well as site closure is not a good look for Lithium. Any new plans will find it even harder now to obtain planning approval and I can see some that may have already received or very close to planning approval, could now have that challenged!

https://www.youtube.com/watch?v=-ehDI0Zj8IU

Lamps56, I'm nicely positioned and waiting for a predicted share squeeze on the first decent bit of news flow.

If I'm right, then this will move very quickly north but 'when'I guess, is the question.

Price moves easily both north and south on relatively small volume so can be played, especially on low volume days.

Let's see what happens anyway, but we can't be that far off some encouraging updates...!

Great info - thanks

Just waiting on a few RNS updates now, not sure when these will be announced, but hopefully there will a few announced at the same time with a steady stream of newsflow thereafter.

Energy Storage News are covering many large announcements daily now, so feel it's just a matter of time!

Everdura hopefully next with some extra good news! 🤞

Https://vimeo.com/1038403974

Worth watching the above video again!

Good spot - this partnership appears to be going on the right direction - no major investment of funds from IES, but they will supply the stacks and take a commission on the total sale - nice distribution deal while they concentrate on direct sales for the UK, Europe, USA/Canads & Australia! 👍

As discussed previously, this could be very good news for IES going forward if amended/approved!

https://www.energy-storage.news/uk-regulator-ofgem-considers-10-hour-minimum-duration-for-long-duration-energy-storage/?utm_source=dlvr.it&utm_medium=twitter

Yes, all will be fine, brokers will just need to update your share holding, nothing has changed on your share value etc..

Assuming it will be sorted at some today.

Hope this helps

Https://www.youtube.com/watch?v=NYW3OFtszIg

Share price continues to rise to service some new buying demand - be interesting to see when the traders come in and what effect that has on the price as this should create a short term share squeeze. Not a fan of the traders as its creates volatility, but when they do arrive, I will always try and take advantage!

Nice work Theoldtrader - always enjoy reading your posts. Very positive when you read the list of opportunities that are possible. Surely it’s only a matter of time before this sector starts to be recognised as a massive growth market!

I have been buying a few more recently and I’m very happy with my exposure to IES. I have managed to bring my average down quite a bit and I’m looking forward to many positive RNS updates in the coming months…

I think you missed out the Everdura partnership for Taiwan & other Asia markets and that also IES are currently working on using a lower grade Vanadium which will help to reduce costs further!

I can see 2025 being an excellent year for IES and I look forward to trading occasionally on news (when the traders come in!) to try and increase my overall position/holding and book some profit every now and then as well!

🤞

Http://dlvr.it/TH8B1Y

Another good reason to invest in IES solutions!

HNY to all

Looking good for further increases today, not a lot of stock about again, this time a gradual rise without the short term traders involved, so hopefully this one will go higher still. Can see a stock squeeze on the next RNS.

Still waiting on the Everdura update though - their order should have shipped before end of this year - unless I’ve missed something!

Good luck to all for 2025

Nice one Theoldtrader - your research and information is very helpful, thank you for taking the time to post your findings and thoughts 👍

Personally, I'm a little disappointed with the current share price as I feel this should be at least in the early to mid 20's!

IES is clearly in the right market, with massive growth potential, they have advantage of having existing kits out across many countries with different set ups, an advanced product spec/performance 'Endurium' just launched, new production facilities operating or near to operation, cash in bank, no debt, Governments support/agreements across different countries, and a major 'work in progress' partnership with Gamesa. They seem to have the best product within the Flow batteries sector and can work in a hybrid mix along with lithium (if required).

Still anticipate a few more updates before end of year - My prediction:

Everdura being one of them with update via RNS on shipment for the new production site (re the recent video posted) plus at least one more other order shipped and (hopefully a very large) new contract secured!

Lead time for new shipments - currently: 6 to 15 months. Assuming this depends on size of the orders/lead times.

Assuming Bathgate built 'stacks' will service all initial demand for UK, Canada, Korea/China production sites and they 'are' and 'will' be very business building the stacks for future orders. Not sure what will happens with USA when they start their production. This update below is key to produce and faster and cheaper 'stacks' and its been confirmed these won't be build in China to protect the IP!

From 27 Sept - Interim Results: Semi-automated stack production line ordered and expected to be operational at the

Bathgate, UK facility during H1 2025.

'INVINITY AND & BEYOND' indeed! 👍

Also, Everdura new production facility in Taiwan - target mid 2025

Https://invinity.com/product-webinar/

Jordie1 - if that happens, then IES share price will be the least of our worries...!

Https://vimeo.com/1038403974

Worth a watch!

Https://x.com/invinityenergy/status/1866814809091543449?s=46&t=BIRj3YU-VwT_xQOzJSOKDw

IES product launch webinar tomorrow at midday - let see what is said at the meeting!

When looking at the amount of battery storage deals being announced across the globe, I am hopeful that some news/deals will be announced soon, it will only take one or two large deals to revalue IES.

In my opinion the market has completely overlooked the Siemens Gamesa partnership as well - this is massive to be partnering with a huge renewable energy supplier!

This sector is clearly growing rapidly - IES only need a small % from the huge LDES market to rerate and that’s just from IES sales - can’t wait to see what Gamesa brings to the partnership!

Let’s see what is presented on Thursday - would be great to have a new deal announced before or on the day! 🤞

However, we are also aware that new battery technologies such as Vanadium Redox Flow Batteries,

(VRFB), are being developed which do not have the same associated fire risk nor use a mineral that is

relatively scarce. Indeed we are sure you will be aware of the new huge factory recently opened in

Motherwell to produce just such batteries.

Dalkeith and District Community Council

(https://www.scotsman.com/news/environment/the-gargantuan-scottish-factory-making-long-life-

batteries-the-size-of-shipping-containers-4714193)

VRFBs have been shown to be ideally suited for big projects and the power grid because they use a

liquid to store energy, which means they can be made bigger or smaller as required; they don’t have

the same flammability issues, and they last a long time, making them a solid choice for storing

energy.

So, were the developers to modify their plan and use VRFB batteries instead of Lithium-Ion batteries,

I think it is unlikely that DDCC would be objecting, but as it stands at present we must register our

strong objection and serious concerns for the safety of all the children and young people on the

Dalkeith School Campus, and indeed other residents nearby, which must outweigh any financial

advantage to the developer from using Lithium Ion.

We also have concerns over the adequacy of screening proposed for the site and consider the five

views chosen do not fully represent what local people will actually see. However, we feel this is

something that is usually raised at the detailed planning permission stage of the process. If there is

not to be such a Detailed Planning Permission stage then we would want it recorded as part of this

objection. Again we feel there is a solution that could be arrived at through suitable negotiation.

Yours sincerely,

Andrew Watt

Vice-Chair, Dalkeith & District Community Council.

Can't post the link - here is the letter in a few posts!

Objection to proposed BESS at Salters Rd. Dalkeith

y/r Salters Battery Energy Storage System ECU00004962

Dear Mr Ashton,

Dalkeith & District Community Council, (DDCC), has considered the proposal for a Battery Energy

Storage Scheme, (BESS), on land off Salters Road, Dalkeith. We attended the exhibition held in St.

Nicholas Buccleuch Church earlier in the year which was helpful in understanding what was being

proposed, even if promised documents didn’t materialise afterwards.

DDCC is not opposed in principle to BESS developments, but in this case there are two aspects which

cause us great concern and result in us having strong objections to this scheme as currently

proposed.

Both stem from the developer’s wish to use Lithium-Ion batteries in this battery store. The serious

fire risks associated with that form of battery technology are becoming well known. We have seen

horrific footage of fires in lithium-ion battery powered road vehicles and heard of instances of fires

in BESS installations such as the one being proposed here where the fire has gone on for several days

before being brought under control and extinguished. The Salters Rd site for this proposed

installation is adjacent to the Dalkeith School Campus where there are four schools – two High

Schools, one Special School and a Primary School and we have serious concerns as to the effect on

the health of young people there, and the staff, from inhaling noxious gases from such a

conflagration.

Our second concern is also linked to a situation where fire has broken out in the installation. The

site for this BESS is a former colliery with some coal seams still very close to the surface, as you will

be aware of from the response you have received from the Coal Authority and also the report from

RPS for the developers. Our concern is that should a fire occur the great heat involved with lithium-

ion batteries would result in the coal seams igniting and the fire spreading underground. We note

that the Coal Authority and RPS have highlighted other concerns as well that will impact on public

safety.