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Did you follow the trades today or just come up with further unsubstantiated commentary The share price dropped this am because some plonker decided to hit the bid for 10m shares and since the rns the share price recovered slightly Fact is that the shorters and dermapers will be shafted soon enough when a signed contract is announced which imo is next in line on the rns train
Exactly oneofus people don’t seem to really understand here’s the simple trail here leading to a contract of some sort 1. Rns about strategy 2. Rns about Phoenix projects 3. Rns about Loan for contracts 4. Next rns - contract I reckon And for eqt rns finally coming regularly so could be this week
Exactly oneofus I find it funny how people can’t even read the rns properly Clearly states This drawdown will allow the Company to focus its resources on achieving contract execution so from this the money will be used to get project/contract sorted and signed I’m expecting one very soon , all rns recently pointing to it
I remember oracle it was in May last year - mou Or agreement was announced and we shot up to 1p+ from around these levels So based on today’s rns which states ‘This drawdown will allow the Company to focus its resources on achieving contract execution‘ I’m expecting next news to Be a contract hence the draw down
Yes it seems like contracts are inbound here - I looked into Uganda solid economic growth and some of the conglomerate size companies fit right into eqt strategy plan - and we can be main company in the whole region with our waste to energy tech Big things I reckon
After the rns about the strategy and the recent Phoenix rns about the collocation on a vast number of projects It’s obvious a contract is next with Phoenix and I sense it’s going to be a whopper based on the figures in the previous rns. 75-100m dollars Huge re rate coming and shorters going to get shafted massively
Shorters and derampers are in trouble In the interview he said there collabs have attached projects meaning they are done deals Off Phoenix alone it’s 17.5-25m revenue They got another 6-10 projects lined up so another 25-50m revenue coming
Interview summary - agreement with Phoenix for initial 5 projects - value is 15-20m each - total value is 70-100m - EQTEC Take 25% as REVENUE = 17.5-25m - working towards 6-10 more projects with same project value = 90-200m total project value range - eqtec will take similar REVENUE of 25% = Revenue range of 22.5-50m - scope for o and m revenues - he discussed the three business streams per strategy rns and says this will grow the business sustainabley - now agreements are such that they take lead developer role = signing contracts is easier and v achievable short term imo - also agreements like Phoenix have projects attached to them which means contracts are done deals
Www.proactive investors.co.uk/mediaFiles/stocktubeDetails/13446/eqtec-signs-framework-agreement-with-california-based-phoenix-biomass-energy-13446.html Well worth a listen - you can see the $$$ in his eyes
So in the last 2 weeks Billingham = 150-180m Project Billingham = 40-60m revenue to eqtec Phoenix = 75-100m Project Phoenix = 17-25m revenue to eqtec approx (using same revenue % estimate as billingham ) These news have transformed the company so our Mcap of 17m is v v undervalued - massive rerate coming 2p for starters
Agreed joe - babbler top fella on lse and based off the news today this is a no brainer 75-100m for 5 initial plants meaning more coming 150-180m for billingham project More revenue opportunities idenfifted in the usa Usa distributes energy market growing to 42bn so we can take a nice piece of that It’s all upside from here
Agreed applegarth this is really massive sign for now and what’s to come here tech is verified At least 5 projects agreed 15-20m usd each Total 75-100m usd Phoenix want to do deals with us throughout usa More revenue opportunities identified which means imo more news coming soon