The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Really good find!!!! limited to where the grant money can be spend also... If only we had a demonstration unit at a farm showing what it could do and the potential benefits available to anyone else adopting the tech.... Oh no... wait... we do!!! Another market opening up to us and with grants making us even more appealing..... Honestly the potential here if handled correctly is mind blowing..... so undervalued for what it is.
they are welcome to buy. Ill take �2 a share and they can have mine.
I'm all for people having an opinion and open discussion, but this is just silly. Lets break your comment down.... your saying the price of the materials going up will mean the company will loose that much...? Come on... yes it will have a knock on effect to the costs... but that cost increase will be absorbed by raising prices in line to maintain profit margin. No profit = no continuing R&D and shareholder return etc etc. The tech speaks for itself and the benefits outweigh a minor cost increase to each unit to cover rising costs (within reason). do you think when apple needs to pay factory workers more in china their costs don't increase... of course they do... and where does that cost go... onto the consumer. Same with any other industry and any other product. This is no different. your prediction is yours... but your logic is flawed.
Yea he was very excited about that. How we can compliment big lithium projects etc. Really exciting times. Just need Gen 3 to get a wiggle on.
I’m glad for those who could hear you managed to pick up some useful information. For me it just reconfrims my thinking. I was rather critical at the start of 2017 having been invested here a while. But having been at this presentation I left with a big sense of confidence. We will see. Hopefully we will all be laughing soon enough from a beach.
After playing with the iPhone voice memos, converting to an iMovie, loading to videos and then uploading to you tube, for those who wish to listen (be warned it’s 60 minutes long and you must turn your volume up high). A presentation from Redt in October 2017 is now on YouTube. Search: Redt Energy Presentation October 2017 Hopefully it will come up.
Morning all. As you will recall I had a meeting with a few colleagues and Scott and some other Redt representatives in October last year (2017). I promised I would type up the notes however wasn't very well and work was crazy. I do however have a copy of the meeting - 60 minutes of quality audio if anyone is interested? Not sure how I would get it to you though...? I have emailed a copy to a few people already and they found it very useful and informative.
As we all know, Gen2 has no margin and the company does not wish to deliver any more than they need to but will continue to deliver if they need to as the company will not turn down deals/sales. Gen3 will be where the margin is. The company is trying to push any orders to the second half of 2018 when Gen3 will be ready. The company will not commit to a firm date for Gen3 which in my eyes is only a good thing. Far too many companies commit to dates which slip and the share price is punished. There is currently a 6 month lead time on any order/sale. The company aims to reduce this to 2-3 months which will only benefit the company and its attractiveness. Lithium lead times are around 7 months plus. In addition to any initial sales, the company views recurring revenue from servicing, software updates and systems monitoring as another major source of revenue. These machines are designed for 20 years plus � so any company making this investment/purchase will sign up to a servicing package. Food for thought on additional revenue streams. Gen2 is not making any margin owing to the length and cost of development � 3+ years. The company aims to offer their machines at an affordable price that allows any purchase to be non-reliant on grants or governments subsidies. They will continue to develop to bring down costs and increase margin. Another point to consider for those eager for news on Gen3. The company was committed to by the end of 2017 having the spec, price and materials for Gen3 confirmed, from which point production and testing of Gen3 will commence. All positive!! I am hoping for an update at some point this month to confirm a number of points.
Based on what Ive seen and heard and subject to a world recession.... (it’s coming). All being well I predict 59p by the end of the year. Roll on the next Gen of product and profit!!!!! Company is not pushing the current generation of product as they sell at a loss, but is happy to sell them to save face and keep market interest. This year will be the making of this company!! Mark my words!!!
Hi Bolgas, It was a presentation for investors not a potential sales outlet. Lots of notes to digest may take me the day as I'm busy but I will have them up by tomorrow. On the whole I am rather happy and a lot more comfortable with the directband the approach being adopted. I have been quite critical in the past, however having spoken with Scott and his team I am very confident. The chess pieces are moving into position!! I'll post again with notes and comments and answers to questions later.
Thank you. I will note all points and ask where I can. I will transcribe the prensation and post later for people's reference.
Hi guys (and girls), I will be seeing Scott tomorrow morning for a small presentation he is giving at the company I work for. If anyone has any burning questions please let me know???? I will take notes and post in here after. Meeting is at 10am.
Agreed, a number of energy producing companies are looking at battery storage technology. It is apparently the next big thing and lots of money is being pumped into R&D in America and the UK. Battery storage would work great with ARL in due course. Exciting times. If your interested in energy storage check out RED. No ramp but lots of informative info on there about the potential market size and applications.
I am slightly confused on this company... some mixed opinions on here. I've just been guided here by a friend who I trust so doing some research. Today fincap reaffirms its 60p target for the company... revenues up 386% (granted only 2.1mil)... losses increased to 10mil+ 69,000 new customers and low customer acq costs and customers in US growing rapidly. In 2 minds on this one. Cash in the bank so doesn't look like a placing anytime soon and interesting expansion plans.... Does anyone else have an opinion?