Member Info for perkylad

...but not much market reaction, allthough i do note that the the 'sells' at 146p today are probably buys.
AFRN don't seem to have been troubled too much by the chip shortage so guessing that many people must think that the set top box is old tech..?
Not so sure myself ...

I've not seen any VFRB manufacturer mention this but since the Vanadium price is on a long term upward trajectory and can be easily recovererd/reused after the 25 yr VRFB life span. I can't see why the Vanadium in an end of life VRFB wont be worth more than when it was first bought. Not a bad scheme if you're renting it out!

Mcap £23M
Est 2022 EBITDA £13M
Doesn't look excessive to me....

Cheers was wondering what had sparked this surge of interest. 550p sounds a bit hopefull but had these tucked away so happy to wait around and see....

Yes and in adddition to the the unsprung weight saving on the discs you can therefore save more additional weight off the surrounding suspension/chassis components. The overall weight is esp crucial in electric vehicles due to battery/range constraints. So you would expect this to help drive OEMs to choose SCE discs.
That's not even considering the numerous other benefits...

'With numerous projects in the delivery process, energised, and commissioned, the Company remains confident that showcasing system operation at prominent customer sites, thereby demonstrating Invinity's market position, will support the closure of further sales among the Company's healthy pipeline of near-term commercial prospects.'

The ESO might just be ! contract for a small % of overall MWh but was still 27 units! Hardly no sales. So making the units for existing contracts is probably what they're doing all day!
Only 2 analysts covering and not a huge fan of their predictions but their average target is still 274p and if they come anywhere close to the estimated numbers then the current SP will be long gone.
Sales 20 £0.41M
Sales 21 £6.2M (est)
Sales 22 £32M (est)
This is a high risk tech stock with a myriad of uncertainties and patience is goona be needed to profit here. Having said that, I've already made a good profit trading Redt/Invinity.

One compenasation on a big sell/panic/global market down day (FTSE 100 currently off 2.45%) is the fact that CPX often has a rare moment of relative outperformance as the hardy shareholders just shrug their shoulders..
C'est la vie! :)

I can understand selling now, since losses here could be recovered (plus some) more quickly with another better investment.
But what prospects for those investors not selling now?
I think Radius summed it up well and the 57% of shareholders who voted for the board changes thought similarly too.

'The General Meeting result was a clear rejection of the TP Group Board's strategy. The Science Group strategy to create a collaboration between the companies, built around Science Group's strategic investment and the appointment of its two nominated directors, was endorsed. TP Group shareholders gave a clear mandate for the Science Group strategy which is anticipated to benefit both organisations and their shareholders.'

SAG can profit by either trying to acquire the rest of TPG shares as cheaply as possible (and all the destructive shenangins that that may entail) or they could seek to turn TPG around, boost the share price and profit from their existing share.
If we take SAG at current face value they want to do the latter. (a big 'If' i realise). If the (57%-SAG%) called it right then they would expect this to be near the low point and it'll be worth hanging around.
I'm not quite as negative as i was (relatively :)
GL

I think the drop is due to rising inflation raising the prospect of upward interest rates...

https://www.james-fisher.com/media/press-releases/james-fisher-renewables-secures-high-voltage-safety-management-commissioning-contract-iberdrolas-baltic-eagle-offshore-wind-farm/

I'm relatively new to IOF but note a fairly large increase in average daily volumes since the end of dec which suggests to me a small company starting to gain a wider investor base. Still a v small Mcap tho so large swings are expected.
Allthough the reduced target today is unwelcome it is potentially only 10 - 12% decrease and could easily be negated by an increase in the Iodine selling price over the next half year. Not to mention the brine shortages easing and new plants coming on line.
Happy to accumulate here for the med/longer term prospects...

Yes with a positive EBITDA expected in an update this month, I think we should be able to get past the recent high in the mid teens...

Difficult to know how valid the Simply Wall st methodology is regarding VLX. So many unknowns going forward.
The price of copper is up 79% ytd and interest rates are moving up.
However revenue in 22 should still come in around $600M (+27%) if you project from the recent half year report plus several acquisitions recently. The market (as reflected by the falling sp) would tend to agree with you tho and i sold down through the mid 350's. Happy to hold the rest tho on a mid/longer term basis.
Often is the case that people sell in desperation when they should actually be buying more.
Not overly useful but they is my thoughts!

Yes sitting on my hands too atm. I'd like to to be able to say that my inaction forms part of a rational assessment of SAGs likely actions reagarding TPG rather than my reluctance to selling now at a loss, but it isn't!
I assume that SAG will try to acquire the remainder of TPG for the lowest overall cost to themselves but not being any kind of expert in (hostile) takeovers and not being that exposed here myself, i'm happy to sit back and watch.
I also hold SAG shares so that helps too...

Making money picking and trading shares is a good deal more difficult than wiring a plug.

Yes a v low offer esp as one analysts price target had recently increased to 700p! Be good if it was rejected or we get an alternatative offer come in but i'm not holding my breath.
Small loss for me at this offer price ...

Yes reaction is v underwhelming. Can't see what i'm missing...?

"...Mirada STBs now constitute approximately 5% of the expected 20 million global Android TV Operator Tier installed base in 2021. Omdia forecasts that 50 million Android TV Operator Tier STBs will be in use in 2024, and with existing and prospective customers actively considering replacing their legacy platforms, we are well-positioned to be a material part of that growth."

With 79% of their revenue coming from android licenses and if they could maintain 5% market share then 50M boxes in 2024 would represent a step change in fortune and maybe a payday for the (extremely patient) shareholders?
A nice thought but this is so firmly on the back burner for me now that i can barely raise much enthusiasm even for that! :)
Shame cos with the help of their longstanding financier, they are hanging on in there and it's starting to look like he might even get his cash back at some point..

Yes despite them warning on margins this year you've gotta think that the downside sp risk from here is limited. Happy to add at these prices for a medium term hold...

"The company still expects annual profit to be within the range of analyst expectations of £92.5m - £95.9m. Revenue for the four months to October 31 rose 31.1% year on year to £207.6m."

The consensus 21 eps is around 240p but not sure if that includes the latest upgrade. That puts us on some crazy low p/e imho. Can't help but feel that this will tick up again soon. I'm happy to hold medium term tho and take my divs along the way.