David Paul, Managing Director of VectorVest in the UK joined us to talk through stock picking fundamentals, technical analysis and more. Watch the full video here.
There does see, to be a nice increase in media mentions at the moment which is all to the good. The Telegraph newspaper earlier this week, increasing twitter announcments and mentions on the energy-storage website and now in government published docs too. Invinity is being recognised and will continue to be so.
Good little find Hintza. The only company mentioned in the entire publication? IES in on p47 if you're looking. To answer your question, in my opinion, Invinity is at a much earlier stage than ITM or Ceres. They have manufacturing agreements with several large, established companies (at least they have in Ceres) whereas he agreement with Siemens is to develop a technology that at the moment at least does not exist. That's a far more tenuous position I'm afraid. But, and it's a big but, I don't believe for a second that Larry and Co are sat with a blank piece of paper with Siemens trying to desperately think up a new battery. I'm certain that they know what they're doing. Give it five years and then see what Invinity's market cap is. What did Larry say in a recent video? There is room for more than one winner in the renewables revolution: and Invinity will be one of them. In my opinion of course...
The fact that the share has bounced back across the day and recovered half of it's losses shows that people have seized this moment as a buying opportunity. Hold fast people. There's hardly any blue today!
Afternooon all, I've been looking into the green bonds which the UK govt. are offering later this year. I can't find any details about them and I was wondering/hoping it may benefit Invinity in some way. Has anyone seen anything else or can recommend a good site for info?
Interesting summary provided there by the doctor who authored the report. Briefly covers the history of the company, it's journey to where it is now and predictions for the future. Interesting to LTH and prospective buyers alike.
Welcome LuckyLuciano, like you we all hope it's onwards and upwards from here! It will take some time but as you mention, the deal with Siemens is crucial. All macro trends are in our favour, and the company seems very well run and heading in the right direction.
Long term planning for Invinity. If the UK alone needs 13GW then goodness knows what the rest of the world needs. If even a smaller % happens (and goodness knows what the rest of the world will need!) then there is certainly a massive market opportunity out there. Even if/when new technology emerges it's clear batteries are going to play a large role in making renewables work. Fingers crossed that the Siemens/Invinity deal produces the next generation battery we need!
Evening all, been looking back at the calendar over the last few years and trading updates have moved around the months. Although there has been one on 9th July the last two years there was also one on Feb this year, December in 2018, Jan & June in 2017 and none at all before that. There was the change in financial year back in April 2020 which may have led to an adjusted pattern but I don't think there's any need to worry. Reports on the 9th July on the last two years may have given the indication of a pattern that would continue but I think that's an impression shareholders have taken, management have not given any suggestion that I can see that this is an annual event.
CEO did say in one of the recent vids that IES tends to close deals in the second half of the year. So you'd imagine we'd see some action in that dept soon. Oxford superhub is on track to open in Q3 or 4 I believe? Here's hoping!
Interesting to read the projected need for vanadium in batteries summarised on p28-9. Lots of countries and companies around the world massively ramping up investment in batteries, including those which need electrolyte from BMN. The more this technology becomes mainstream and shown to work successfully around the world the better for the environment and shareholders alike! If the unstoppable macro trend towards increasing electricity as the dominant energy source continues, and given that much of this new capacity is provided by battery requiring renewables, then there will be more than enough storage needs to go around.
Ha, sorry all, didn't even realise links actually took you to the second I left it at. I thought they just took you to the video. Apologies all, I wouldn't commit the faux pas of promoting another share. I kept listening to him talking about Sir Mick and his previous failure before looking into it more myself...
Picking up on your point though, perhaps we should discuss FAR here in a non-promotional sense? Understanding your competitors and all that? Just a thought... It seems clear that FAR has stolen the Vanadium limelight recently at the cost of Bushveld's share price. I do believe this is temporary though, often happens when a new kid arrives on the block but eventually the established junior regains it's former position when the market realises just how 'far' the newbie has to go...
I thought I'd put this together while surviving the football... I've seen this work in other share discussion boards where it can be useful to repeat occasionally when companies hit the news etc. I was intending on re-posting it every so often at opportune moments. If anyone has any further research they'd like to add then I will happily put it all together so it's in one post and will hopefully help new owners in their research and encourage them to buy.
All thoughts and suggestions welcome :)
Tissue Regenix is a pioneering medical devices company focussing on regenerative products. Having spent over £100 million researching, developing and gaining approval for a range of products in the USA and Europe, TRX has just completed an expansion programme which will enable the company to increase sales and revenue, just as elective surgery is resuming post-pandemic.
Led by a new CEO and CFO TRX is determined to commercialise it’s products. With a clear path forwards for growth the team are building on an existing set of strategic agreements to increase the uptake for TRX’s product range. With an increasing number of new white label and distribution agreements already in place, and the promise of more to come, TRX is moving in the right direction.
So, if it’s that good, why are the shares trading at less than a penny?
TRX got caught up in the Woodford scandal and suffered when his fund collapsed. A fundraise by the company which followed pushed the sp lower still. Since then though there is a new team in place and funding is much more secure than it was.
Does it have enough cash to survive?
Like many biotech firms cashflow is important at the pre profit stage. TRX is no exception but the company is funded for at least the 18 months and has come successfully through the pandemic maintaining sales from 2019-20. Once elective surgery resumes cash flow will rapidly increase. Remember, the vast majority of surgeries can only be delayed, they can’t be cancelled indefinitely which gives TRX a solid market for it’s products.
What kind of market are we talking about?
Although based in Yorkshire (God’s own country) the company’s sales are predominately in the US but some UK sales also take place and there has been recent progress in making further agreements in Europe, most recently in Poland.
Latest video of 2020 results from CEO and CFO
Hear what Gervaise Williams of Premier Miton has to say about the company
See news on Proactive for media updates
Search on ‘linkedin’ for ‘Tissue Regenix’ for regular case studies by surgeons using TRX’s products and their feedback.
Seems like an early stage project, does look like something Invinity would do. VFBs would probably be better than lithium based storage, can you imagine a lithium battery fire in an area of woodland/national park?? Would be an argument on the safety side to suggest VFBs are better, especially or this project.
Too early to worry about though. Incidentally Larry does say on his report that there was a drop if 20Mwh in the 'Upside' list due primarily to the delay of a single large project. If that is mostly just one large project then that would be bigger than all of the 2020 batteries sold in 2020. Suggests that the company is winning ever larger projects.
Certainly timing is crucial. This company has had a poor run and after the Woodford scandal it didn't look good. But now there are some macro tailwinds for the company and a new board determined on a course of commercialisation rather than R&D.
I don't think there are many here with a medical qualification, could be wrong! Just a lot of determined investors who are generally well researched in this company and are hoping that the time has come for an uplift!
Welcome viable, any Qs just give a shout. This is usually a positive board and now TRX is (fingers crossed) through the cash burning stage we're hoping that as the pandemic recedes, elective surgery resumes and the expansion kicks in things should look up for this company. If you look back through the Hardman reports it gives a good summary of the company's journey to this stage.