Member Info for perkylad

Interims out on the 9th and expected to show good growth. Shorts have bobbed up again in last couple of months but only to 1.4%. I guess the market is worrying about rising overnead costs but ii'll stick my neck out, buy a few more and say upward movement from here is more probable...

https://www.amino.tv/aminoos-a-sustainable-foundation-for-extending-device-lifetime-value/

Good to see that AFRN are trying to address the problem of obsolete set top boxes. Must be a big positive from an operator point of view...

https://www.liontrust.co.uk/what-we-think/blogs/why-we-think-the-market-is-wrong-about-long-term-rates

The company sold it's renewables (solar i think) a few years back, thought it was a strange decision at the time but i guess it wasn't as profitable...

Dunno, the MM's seem to be happy to shift the price on tiny volumes. The largest trade on 1 Nov (big drop day) was an after hours buy of 135K. Are they just hunting for stops?

I'm not sure i'd describe this as 'almost debt free'
See for details :-
http://www.opgpower.com/investors/index.html

Quite so, and not bad going for and 'idiot'

Thanks, yes I often get in years too early too so lets hope i've timed it better here!

Only just come across SCE but it looks to suit my general strategy of a company that'll benefit from a med/long term shift-of-trend in a mass product, preferably with a high barrier to entry.
Was impressed by the management presentation regarding the economics of their brakes , esp regarding weight reduction/performance/improved lifespan and their plans for capacity expansion at the factory.
Happy to average my way in here for a medium term hold.

The current Invinity VS3 (3rd gen VFRB) was described in the 2020 report as representing the'Best of both' following the merger of Redt and Avalon. I assume that this is the unit currently being installed and manufactured for multiple clients as per the recent trading update.
So saying that Avalon bought 'nothing to the party' seems a tad critical imho.

Yes been great year but a bit of a sell off recently. Any idea why? I can't see any specific news to explain the drop and i sold quite a chunk above £23 so prob just others taking profits too. Will prob get back in but I'm concerned I may be missing something...

Open, if you don't care about losing money and are always publicly bearish, then i guess at least you can say 'i told you so' if or when you do then lose. You can also look back and say the same. If you're wrong then maybe the £ made is indeed, some compensation after all. As a win/win 'hack' it's a very unique approach tho and is bound to confuse most other people who are trying to make money (or at least, profit overall as part of a diversified portfolio). Obviously you do as you like, and say what you like but don't be surprised when people don't understand...

Oh i do love a good explanation..
5.6p represents the equilibrium SP between the opposing bearish (selling) and bullish (buying) sentiments. So far, so straightforward. But i'll give a gold star to the person who can explain why someone who, despite being a nailed on bear, refuses to sell their shares?
Answers on a post card pls, but don't send to me, life's too short! :)

Good luck with your well researched investment strategy.

Running megawatts of power into anything purporting to be a battery sounds scary to me!
But i'll leave worrying about the safety implications to the high temperature chemists...
Be interesting to see how their first large installation turns out.
So much storage capacity is required that there's plenty of 'cake' for many battery technologies and i continue to hold IES meantime.
Regards

Talking of competing technologies, thought this might be of interest (thanks tony_p on CPX)

https://www.youtube.com/watch?v=VNCC8QGy_u0

Good to keep an eye on possible alternative grid storage systems...

Yes it's pretty difficult to predict what a coal fired station will be worth going forward, and i got out here some time ago for that reason. Ethics and investing don't make for easy bedfellows but i now think a lot more about what my £ is supporting these days and i think as much coal/oil /gas should be left in the ground as possible to reduce CO2 emissions. This is a growing trend and even if you don't agree with the ethics, it will still end up driving down asset prices of polluting industries.

Net cash up up 360% at nearly £4M.
With the current growth rate i don't see the current Mcap £100M as being too expensive, plenty more to come on a medium term timescale imho...

I guess the panic sellers didn't see this a mile off but it's hard to see why not. ITM has only just got it's factory running and isn't expected to make a profit for several years.. Turnover ramping up this yr (yr end 2022 ) maybe around £25M and £75M the following year, so your paying top dollar now for the hoped for future prospects. Can't see what's changed . I guess a lot of people didn't know what they were buying and have sold out having just realised...

Cheers nice lay persons explanation there. Also interesting to think about how this would compete with Vanadium Flow Batteries that are competing in the grid storage arena.