RE: Tyranoinvestorsaurus1 Mar 2019 15:30
Some research from before
Eqt has had a great growth story so far and now that the seeds have been planted we are ready to flourish very soon
1. Ceo and management changes -
Ian price has delivered on all his promises so far and changed the structure to achieve his revenue generation and contract signing and it has been a success
Ian price has delivered a top class nomad too which again he promised
Ian price has also improved company communications which was what Shareholders clamoured for and now we have that
2. Financing -
non dilutive financing and all the lenders have improved terms and given more to eqt - the benefit of this for us is that these lenders will know the business plans and only would give better terms because they believe in the plans and what’s to come
3. Contracts and revenue -
we’ve signed the Phoenix contract from an mou which no other ceo has done at eqt and now more are to come per Ian price
We have 60m mou porotfolio ready to be signed to real contracts
We have 10-100m contracts that Ian price is targeting which he is looking to as he already nabbed Phoenix and so more to come
We have alliance with cobra and that will achieve great things for eqt as they recently did a deal for 175m for renewable energy and so can do wonders for us at eqt
4. Macro factors
Industry is growing to 42bn in few years and this is exponential growth in renewable energy sector
The energy redistribution sector is growing at a rapid rate for example the usa market will grow to 150bn soon and this is a sector Phoenix ceo said eqt can exploit
Landfills in China are banned from aboard and so waste exporters will need new solutions ie Malaysia and eqt can really get a strong foothold
Uk post brexit may have many issues exporting waste so internally eqt can have a strong presence and capitalise on this esp with Ian Pearson ex Uk minister as a director
5. Other
We have rivals at 500m Mcap and we have superior patented tech and better partners so imo we carry ok this trajectory and soon we should be on par and better than them
The growth story here is incredible imo and we are st such early doors for me that’s why I’m so bullish as everything is sorted and we are on precipice of this growing rapidly from here near term to where we should be