focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Ian price ‘We are delighted with the significant progress being made in advancing towards final contract stage on a number of opportunities.’ a number of opportunities means several contracts are going to be coming our way Per the rns Advanced talks with major Spanish group Advanced talks with Uk projects for rdf Projects set to start in the usa More projects in the usa Lead developer proposal for usk project which could be massive for us nomad wouldn’t have allowed such an rns without evidence it is coming to fruition soon. The news period is upon us and I’m expecting a very very steep rise up from here .
Eqtec have tweeted their delight with the announcement twit ter. com/eqtec/status/1115569664556457984?s=21 I think something big is brewing here- we got advanced talks, lead developer Uk projects, further usa projects, massive Spanish deal News rich period coming and I like eqtec am DELIGHTED
Totally agreed oneofus the nomad would have checked everything prior and so these deals are imminent hence today’s rns And you’re right - seems like deals are imminent now !! 10 to 100 million deals Imagine how high the sp will rise to when the 100m gets announced
This update is foreshadowing a significant rise and agreed oneofus it should be 2p anyway given the fundamentals Advanced talks, being Uk lead developer , more usa projects = contracts galore If pricey gets the juicy 100m contracts as he’s promised that will dwarf the current market cap and we will massive massive rise from here and it won’t stop as we are now entering a news rich period given today’s rns
Ojls - totally agree and you get it entirely Pricey has done more here than anyone in eqt history Likewise I expect a run of rns coming now - remember such an announcement has to be approved and so I’m expecting lots to come ASAP
Agreed Luther and Apple The significant piece here is that we are at advanced stage for several different opportunities This means that contracts are due next and with pricey promising 10-100m all I see are major re rate and significant rises from here
What a great rns as said before All it says to me is that contracts and contracts are comings Here is the rns sunmary Summary Significant increase in the level of international interest existing and potential new customers, developers and engineering, procurement and construction ("EPC") contractors. Meaning more and more need for the technology = contracts for us Advanced talks with a major business group in Spain to develop projects in the industrial and agricultural waste sector in Spain. Advanced stage proposals for two refuse derived fuel ("RDF") projects in the UK, where EQTEC would provide EGT and could act as lead developer. Contracts could be coming very soon for these as nomad imo would only allow it if close to being done ·Engineering design work for Phoenix Energy's first power plant delivered and invoiced. Commencement of construction expected to begin later this year Revenue set to come from this soon - great news monetising contracts Together with Phoenix Energy, EQTEC is exploring further project opportunities in the US biomass market and a commercial proposal for a third project has been presented to Phoenix Energy. Phoenix ceo already knows the value and quality of the tech - seems like big opportunities coming for usa market - renewable energy is huge there Commercial proposal submitted to the owners of the Usk project to replace Brooke Energy as the developer of the project and for EQTEC to provide the technology and EPC services Another contract coming in the Uk Urbaser S.A.U. ("Urbaser") and EBIOSS Energy SE to use EQTEC's gasification technology for waste to energy gasification projects in Bulgaria, Greece, Macedonia and potentially Romania. Ian price: We are delighted with the significant progress being made in advancing towards final contract stage on a number of opportunities. Seems like we getting news rich period soon - contracts after contracts EQTEC's aim is to build a growing, cash generative business and we continue to review additional near term opportunities Get ready!!! it seems like the news engine is starting to rev - expecting lots to come and anytime now Contracts contracts contracts
Lots to digest in the rns Summary ‘Significant increase in the level of international interest existing and potential new customers, developers and engineering, procurement and construction ("EPC") contractors.’ Meaning more and more need for the technology = contracts for us ‘Advanced talks with a major business group in Spain to develop projects in the industrial and agricultural waste sector in Spain. ‘ ‘Advanced stage proposals for two refuse derived fuel ("RDF") projects in the UK, where EQTEC would provide EGT and could act as lead developer.’ Contracts could be coming very soon for these as nomad imo would only allow it if close to being done ·’Engineering design work for Phoenix Energy's first power plant delivered and invoiced. Commencement of construction expected to begin later this year’ Revenue set to come from this soon - great news monetising contracts ‘Together with Phoenix Energy, EQTEC is exploring further project opportunities in the US biomass market and a commercial proposal for a third project has been presented to Phoenix Energy.’ Phoenix ceo already knows the value and quality of the tech - seems like big opportunities coming for usa market - renewable energy is huge there ‘Commercial proposal submitted to the owners of the Usk project to replace Brooke Energy as the developer of the project and for EQTEC to provide the technology and EPC services’ Another contract coming in the Uk ‘Urbaser S.A.U. ("Urbaser") and EBIOSS Energy SE to use EQTEC's gasification technology for waste to energy gasification projects in Bulgaria, Greece, Macedonia and potentially Romania.’ ‘Ian price: We are delighted with the significant progress being made in advancing towards final contract stage on a number of opportunities.’ Seems like we getting news rich period soon - contracts after contracts ‘ EQTEC's aim is to build a growing, cash generative business and we continue to review additional near term opportunities’ Get ready!!! it seems like the news engine is starting to rev - expecting lots to come and anytime now Contracts contracts contracts
Apple with great insight as normal - Here is some further research and so couple that with the new tax year ISA and we set to move up fast News is set to come imo anytime now, Ian price has gotten everything in place now so for me a buy/add and hold play Remember: Fully financed - in fact got better terms for loans. No placings and long term investors looking to pump cash into business Institutional investors - they are Passive and only support the company for expotantial growth last investor bought about £1.5m of stock in one go- they have deep pockets and will only want massive gains and shows what faith they have in the business Portfolio- we have a 60-70m porotfolio to generate revenue from New contracts - Ian price was first ceo in history of eqt to actually sign a real contract and now he’s expecting 10-100m ones to come too. Alliance with cobra - biggest contractor in world esp in our field - our key to 100m contracts. Recently did a renewables project for 400m Ftse ambition - not to take lightly given the market factors and sector - these massive contracts expected can get us there if you look at our tech vs competitors who have 400m market cap, we are miles ahead Global market - we have usa entry which for energy distribution is one of the biggest sectors and the Phoenix energy ceo thinks we have great opportunities there.the energy distribution market is set to be worth $180bn by next year We are also brexit proof given global need for the technology and also targeted sectors ie south east Asia New markets - based on Ian price interview and looking at the technology and sector we seem to have a focus on the olive pomace sector. Our tech is the only one who can efficiently convert olive pomace through the gasification stage and the market is huge and global. I was reading and there are acres and acres of this pomace waste luring unused in fields and we can monopolise and monetise this sector and be the main player. End of the day energy is energy and we can produce a ton of it within this olive pomace sector Fact is the foundations are there, we are in a financial strong position and the SP will reflect our true value soon, contracts come and imo we will surpass any Highs in the last two years Exciting exciting times ahead
News is set to come imo anytime no. Ian price has gotten everything in place now so for me a buy/add and hold play Remember: Fully financed - in fact got better terms for loans Institutional investors - they are generally Passive and only support the company for expotantial growth ( last investor bought about £1.5m of stock in one go- they have deep pockets and will only want massive gains) Portfolio- we have a 60-70m porotfolio to generate revenue from New contracts - Ian price was first ceo in history of eqt to actually sign a real contract and now he’s expecting 10-100m ones to come too Ftse ambition - not to take lightly given the market factors and sector - these massive contracts expected can get us there if you look at our tech vs competitors who have 400m market cap, we are miles ahead Global market - we have usa entry which for energy distribution is one of the biggest sectors and the Phoenix energy ceo thinks we have great opportunities there.the energy distribution market is set to be worth $180bn by next year We are also brexit proof given global need for the technology and also targeted sectors ie south east Asia New markets - based on Ian price interview and looking at the technology and sector we seem to have a focus on the olive pomace sector. Our tech is the only one who can efficiently convert olive pomace through the gasification stage and the market is huge and global. I was reading and there are acres and acres of this pomace waste luring unused in fields and we can monopolise and monetise this sector and be the main player. End of the day energy is energy and we can produce a ton of it within this olive pomace sector End of the day the foundations are there, we are in a financial strong position and the SP will reflect our true value soon, contracts come and imo we will surpass any Highs in the last two years Exciting exciting times ahead
Research here shows this is highly undervalued When a 100m contract comes that’s several multiples of the current Mcap - now price said multiple contracts and revenue are in the works -it will just keep gathering further and further momentum up and up from these lowly prices