Member Info for OldFool13

Well there is the reason a 3 million sell timed at 9.31 but only reported at close. Stinks really.

Dear Jodrell, China has NOT stopped exporting, it is just not being bought from them as its prices are higher than elsewhere. One new mine opening 2019, tow mines expanding one old mine being recomissioned, but will not meet demand. RedT do not have to be serious contenders for the crown all they have to do is occupy a small part of the market to be profitable (The German deal was just 1% of the overall prospect there)

Now try to research better as I am not going to continue correcting your poor assertions.

BTW the clue here is that Vanadium has risen 400% for EVERYONE not just Red! Try and understand the facts

Am I missing something here? We have all moaned about the way the BoD have handled the Fleet situation and frustrated at the lack in confidence from the market. Surely ejecting those deemed to have been guilty of allowing those feck ups is the correct way to behave and the CFO must be one of those in the guilty frame. I don't care how nice and smart he is, I want savvy!

So what I do not understand is the SP and BB reactions both here and on ADVFN. I view ejecting the CFO as slowly making sure these type of feck ups never happen again. Surely a good move and one that should be viewed by the market as such. What am I missing?

Debate what? Or has Jodrell lost the ability to speak for himself? And why are you here bitching again? FFS man grow up and stop the crap.

If you cannot read or understand an answer you have been given, I would give up share trading. It is rather sad someone like Jodrell is reduced to abuce rather than answering a simple return question. Rather be an old fool than someone who cannot read. Debate me if you can

Aero news, then a couple of positive news stories sitting under what we feel NDA already hides, pump the SP up to get a placing in at 6p, a pause then a big rise up during 2019 almost mirroring this years story.

What I hope is that there will be enough actual positivity and real profits to keep the SP up there this time. Damned if I will not trade this company if this comes to pass - bet I'll get it wrong lol!

Well you are correct Bolgas, 4 x Gen 2 units installed as confirmed by the company. The delay was all down to the actual building being constructed with the units going in while that was happening and could not be comissioned until the building itself was finalised. Simple query to the company that I should have carried out upon my first reply.

The company cannot allow this to fall that low, even II's will not invest below 5p. The only reason it went so low last time is because of HH dumping. I suspect and cynically beleive that the company may be hoarding news to drive this up ahead of a cash call in the new year - I totally hope I am wrong.

Almost the same isb1974, except that in the past I always traded my shares, except for my base load of SEE. Bought additionally in very well last year at 3. then more on the way up and even bought a derogatory allocation at 5p in the fundraise. Now we are back there again and I am angry as hell (at myself) for not selling. I should have traded this share and I did not. The last time I ignore my own advicee. The arrogance of the Bod to go with the incompetance of Fleet really has educated me that loyalty in AIM is for absolute mugs.

I just hope my faith in the product pays off during 2019, and that can start with a decent Airline deal, and I hope the BoD get their fingers out of their asses and get some promotion of the company (Smarteye style) and live upto the statement that shareholders matter. One thing is for sure the Bod will have to at some point ahead of the inevitable cash call because surely even the biggest mug II's won't accept another 5p cash call

The initial order back last year was for a Gen 2 outfits but Monash wanted to wait for Gen 3 to be available (it was RNS'd that the first Gen 3 units would go to clients THIS year. So delivery on time. Over and over Scott has spelled out that lead times are industry standard 6 months.

The German deployment will be entirley dependent on scaling up with Jabil (as already RNS'd)

Followed up with a nicely written RNS

https://investegate.co.uk/redt-energy-plc--red-/rns/1mwh-energy-storage-project-goes-live/201811190700046767H/

This is a nice read and proof (if it were needed) that our product really works

https://truckandfreight.co.za/sasol-south-africa-ltd-recognized-for-its-aiming-for-zero-harm-project/

Sasol currently use Seeing Machine technology in high risk vehicles (e.g. ‘Box trucks’ transporting packaged explosives) to detect driver fatigue and therefore manage this risk in real time, which also allows for much improved incident root cause analysis by enabling the detection of true root causes. This empowers Sasol to put in to place the necessary controls and mitigating actions to prevent recurrence of incidents.

These initiatives commenced roll out during 2017 and Sasol expects to see the full benefits realised over a two- to three-year time horizon, with significant improvements already realised by June 2018. Within the Base Chemicals division where the bulk of incidents have historically occurred, the total number of transportation accidents has decreased from 22 to 17 in the 2018 financial year. The severity of these 17 incidents has also significantly reduced, as witnessed, for example, in incident investigations where improved driver behaviour resulting from defensive driver training has been noted, resulting in reduced impacts of incidents.

Well this BB seems to have caught a bad case of malaise, so to cheer us up a bit at least someone has a positive angle of the share.

https://www.fairfieldcurrent.com/2018/11/16/seeing-machines-see-earns-news-impact-score-of-2-29.html

Probably baiting for us to pay for the full report .... but any port in a storm!

So Paul Docherty (ex Jabil) is now Coo, good move.

New boy Ed joins redT, Ed held various senior positions within the fields of energy trading and asset optimisation, strategy and business development for Gazprom, RWE npower and Innogy Renewables. Ed holds a Master of Engineering degree from St Catherine's College, Oxford University.

Very nice indeed, I wonder why we need a specific role addressing "business development activity for new grid-scale energy storage projects and will lead the asset and revenue optimisation of redT's energy storage assets under management".

Who is that someone? The brazilian expansion and with be available in H2 2019, China will export if the price is right (and it is) if there is a demand, but seriously who wants to buy when the market is for renting? That is a different caper altogether and something Scot has repeatedly stated would not be a problem.

I was a little surprised at the SP the last few days as it was down each day then back upto 7 at close. The move down to 6.64 does not surprise me on no news, but is a real opportunity for buyers considering we are 6 weeks away from finding out major news associated with the German deal. If Scott gets it right a re-rate will happen, but there is an awful lot to get in place for that to happen. Personally I am not expecting anything for a while.

Vanadium is able to be bought in the market without involving China. There are at least 8 new or expanding mines initiating this next year, some of which will be producing in 2019. All of these mines are basing their profit margins on far less than todays price so I suspect we are seeing peak (but not decreasing for a while though) Buying is not the best way forward, leasing the Vanadium is.

Scott has been banging the leasing drum for at least 12 months so obviously has his sources for that avenue and has stated that will not be a problem. BMN could be that source of course, could be a tie up, no idea. RED are not dependent on striking a deal simply because Leasing eliminates that dependency.

But what a massive difference in the promotion of the two companies and how they look after shareholders. NDA do not have to stop flow of information in the manner SE issue news, whereas SEE worry me with their total lack of communication (except when they need money). Its at times like this I do wonder if we have a problem.

BMN have good prospects sure but SEE have the better chance of Quadrupling in 2019 (or more) than BMN have. IMO of course!

Short term I agree as I have lost a lot of confidence in the BoD, however looking ahead for future prospects my opinion (for what it is worth) is that the product will do well and we will be many times todays price during 2019 (on anticipation of earnings during 2020). To contradict myself the way SEE do not bother with news (due to NDA) will play out well for us during 2019 rather thn the SE approach.