Member Info for Richard08

Another contract win for the company and one of a relatively large size. Good to see.

Hard to find fault with that lot! Looking forward to the share buyback too! And SP going up on a down morning for gold showing that the market recognises the growth opportunities here. Lovely stuff!

Must confess I've never heard of Apex/Aquis before! Anyone more knowledgeable any idea how this might affect the company?

Absolutely, very positive. The fact that they've RNS'd that they are doing this would suggest they are confident of success as now failure would be public and damaging. These people don't lend that kind of money without solid expectation of success. Looking forward to more news!

https://microgridknowledge.com/army-microgrid-climate/

What chance that Invinity gets in on this? Remember those two VRFBs that were given to Ameresco & US army in November 2020 for evaluation? I can't find any more information on this and the article above was only published two hours ago. Idle speculation on my part of course, but you never know!

Good news of another sale from IES. Definitely a share where patience is required but the company is delivering and growing behind the scenes despite all the headwinds faced by the business world at the moment.

Some of the trading apps don’t charge commission. It could be someone dipping the very tip of their little toe in the water!

Schroders increasing their stake is a key thing to hold onto in my view as the sp spiralled downward. We've had no real change in the news/company since then, it's possible IES is just caught up in the wider sell off of tech, especially unprofitable tech. Look at how Ceres sp has halved. We'll have to keep our fingers crossed!

https://www.youtube.com/watch?v=6X0ekVpsye4

Usual post-results video but interesting reference to the cash burn position about half way through where Danny expresses hope/decision no further fund raises will be necessary. Adds a little extra context to today's release.

Double digit increase in sales during a pandemic which has been affecting the main market? Very impressive in my view. Imagine how much better they could do in 'normal' times for elective surgery!

Nice little find superzero8. I do still think Invinity and VRFBs will have their day. This week’s drop is annoying to say the least, but there is no suggestion anything has changed with the company, and in the absence of news I prefer to believe everything is ok, rather than assuming there is an intrinsic link between the dropping sp and the company.

It's a non-profit making 'tech' stock possibly getting dragged down with everything else at the moment. Ceres power's sp has collapsed recently in the same vein. Would be nice to see some news or something mind!

More gold, less debt, more future acquisitions. What's not to like?

Insightful analysis/summary for you!

https://www.youtube.com/watch?v=ZiMgVMiaKI8&t=876s

Usual caveats for these YouTube vids, but interesting to see another persons analysis of TRX’s recent numbers.

I have found this from another poster, Luckyluciano, from back in July which sums up the investment case. You can see how the situation has moved on but in essence Invinity has several installed projects, a large pipeline of orders and we’re one year into a two year long development project with Siemens which will hopefully bear fruit.

I see Invinity truly the right company going places in the V space and in due time I have a great feeling on my decision.
The Joint Development of a Grid-Scale Flow Battery with Gamesa Electric is for me the most important single factor that convinced me to buy in...
Gamesa Electric and Siemens are giant of their market space, just think of how much work would come Invinity way, if Gamesa was to exercise its option to acquire 10% shares at £1.75....
Short terms this year I am expecting some news flow that will support the sp ======
For projects to be delivered this year, manufacturing is now complete for 40% of stacks and 70% of the balance of system. The first phase of the ESO project is expected to be ready for delivery in Q3 2021, with all remaining projects expected to be ready for delivery before year end.========
For cash and visibility going forward it seems Invinity has more than one year finances available excluding sale revenue, moreover I am confident that management will be able to raise more cash at higher sp than today.
Lastly just to note that whoever buy Invinity today, is buying at a lower price than when first announced Joint venture with Gamesa on 11th May and definitely lower than £1.75 Gamesa entry price.

All reads very well, the new Elix sounds intriguing! I doubt they'd be spending 12million euros if it wasn't worth it. And if it can produce that much copper at low cost then this is definitely undervalued. As the CEO says, lots to look forward to in 2022.

Sharesaplenty is right, it is an estimate based on historical announcements. I should have made that clear. I’ve just had a look and the half year report came out nine weeks after the end of the period reported. So maybe it could be later. Doubtless we will be told sooner than later.

There will be a trading update at the end of the month or early Feb.

As Pokerchips says, it's not easy to say. At the moment we're on a P/S of 3ish (dividing the market cap by last years total sales) and if we'd broken even last year by the tiniest amount, say on an EPS of 0.01 then we'd be on a P/E of 0.5. But the P/E isn't a 'real' figure of course, just a 'what might have been' guess. Either way, when we do break even the company is clearly undervalued and the market is not pricing in a break even. The link between sales, earnings and the share price for a micro-cap on AIM is in the Mystic Meg category of guess work but at the very least it should be more than it currently is!

I hadn’t seen that Ginandmilk, thanks. More or less confirms what we’ve been discussing on here recently. All fingers crossed for the Feb results. Even a near-miss on break even this year would be a big achievement given what the pandemic has done to health care.