The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Will certainly involve a lot of batteries and H2. Vehicle2Grid will make using and transferring stored energy a basic reality.
Talk of getting in at the ground level! However Long a shot this is, It cannot be a dumber bet than betting on oil drilling, no jokes ppl out there still going all in! :-).
Lithium will be part of the landscape in the next 5-10years for sure. Whether it ends up being outclassed and obsolete as R&D billions pour in is a risk we have to take, hope it doesn’t ! But improvements will come for years to come so a very moving target, don’t go all in!
My strongest proxy to a guarantee here is the fact the latest contract was finalised with this background. If the partners parting with the ££, and exposed to significant business risks can be confident enough in their due diligence, so am I.
Now, they have legal provisions in place for all scenarios....but anything close to a serious hesitation would have lead to delay and freeze of the decision process.
Solution is simple, just filter them. Wasted precious brain cells on a particular idiot here, not anymore. They are clearly on a mission to broadcast their cr*p for whatever motives (shorts or corp moles keeping the price down), as opposed to discuss, since they knowingly still reply to posts initiated by people who filtered them.
@ Isa, are you invested here? Or just bored, with an obsessive streak?
You seem to have little faith, so why not spend your precious time somewhere that means more to you?
Fully expecting you to ignore a direct question & To resurface a little later with more professional deramping :-). The SP will rise in the coming weeks, get used to it!
Fingers crossed for you if you're a momentum warrior, but I respectfully say don't sweat the sub-pennies :-).
This will be one of the most talked about Greentech stocks next year, IMHO the real exponential 90degrees curve up is still 2/3 months away, hopefully with more contracts news!
I am aware. Opportunistic lawsuitS are fast becoming the norm in the US and it’s part of the risks in the business landscape as an innovator.
Can you guess how many lawsuits Tesla is getting per month? And can you visualise the legal DD steps taken by the greek client to finalise this last contract? What does it tell you if they didn’t suspend or just delay the transaction? It says the world will not stop, so do Your due diligence and pick a side, invest or stay out :-). What side did you pick? Or just fear-mongering?
There’s no U-turn on the converging march towards greener Everything!
After EVs/H2 green mobility, and main renewable sources, focus will shift to lesser-known greentech!
EQT has all the makings of a great success story as niche-ish player with commercial success, not just the “great-potential-but-revenues-in-10-years” type of media stories. Contracts lining up now.
Also, bear in mind theoretical/lab efficiency on a micro-size cell is one thing, but often performance decays drastically when applying the same formulas to larger cells (with real life applications) due to microscopic inconsistency and other, essentially production engineering hurdles. So if you wonder why companies boast about mid-20% when labs reached 45% efficiency, thats why!
Explains why in this area, major IP revolves around production methods --> thats where the high $$ end up.
For anyone curious to have an idea how the various major solar PV technologies/approaches compare efficiency-wise the following chart is a great snapshot of the state of current research.
https://www.nrel.gov/pv/cell-efficiency.html
Hi CW9L,
Would you plz google 'Aixtron Vs Paragraf' and let us know your thoughts? Could this possibly have anything to do with our Graphene panels production process? The thread leads to nowhere...looks like a tug-of-war happening behind the scenes
Great moves today. Some profits transferred to 7DIG, they supply music catalogue to Triller who's touted as the natural heir to Tik Tok, could be interesting upside wise.
With teens the word spread organically, hard to get the right formula by just throwing big $$ at an app. So when one works, better look closely...all big social media players got their spot with cool and hype factors first!
Genuine question as I have no teenage kids to get the expertise :-). How does Triller stack up to Tik Tok?
Would you say as a rough estimate (just your perception of course) 50%-75% as good? Or better?
It seems a huge market often misunderstood by a lot of people including myself, only realising the potential when the Facebooks and MSFT's show huge interest.
Cheers,
Either we'll soon have a clear update from Mgmt in a clear attempt to fend off C.H.'s very Elliott Management-esque activist approach or eventually give in and give him a voice to impact the business for the best for all shareholders.
Cannot lose from here.
@Buffalo, please stay away. Go on Netflix, for a walk, or go obsess on another share...plz.
Perovskite is the next gold standard in efficiency, I believe this will dramatically quicken the death of oil. I understand finalising/standardising the right techniques for mass production is the bigger challenge rather than the direct costs. Hence, apart from Aerospace/Nasa using it on satellites, hasn't hit industry yet (a lot of £ for a few prototypes). Because it's a lab-replication of the properties of a rare natural material, IPs will not hold exclusivity for very long but will make the first players very rich. The nature of big dollar solar farm investments means it makes no sense to go with the older generation panels for a multi-year (multi-decades sometimes) investment. Stampede guaranteed, followed by competition driving costs down, as it should be.
Graphene I think will be the ultimate enhancer, even to already hi-efficiency perovskite panels, eventually. My take is, VDTK is 99% likely to be R&D'ing with perovskite already. Remember perovskite's beauty is the high efficiency coupled with extreme thinness (only 1micron thick is needed...see the parallels with graphene? ;-) .) So you put together portable, durable, flexible, Perovskite and graphene and you get Nasa-grade stuff in an A4 sheet thick panel. BOOM!! Car/Truck roofs, Skyscraper windows...mad potential.
So far Oxford PV and a Chinese firm Microquanta seem to be the first 2 in a race to mass produce Perovskite panels.
Meyer Burger Technology in Switzerland holds 19% of Oxford PV and is one to keep an eye on, as the most direct route to get in on the action! Doesn't hurt either that their shares are still just an inch away from rock bottom at around 0.14CHF. I wouldn't drag my feet here as it's a matter of time before rumours of Oxford PV's IPO start! Look at the BOD and their history, IMHO just a matter of time. Moving from articles greentech/industry publications to an article in The Guardian may be an early clue.
MBT used to be world leader in making the production equipment for Solar PVs , got slaughtered as the Chinese went from students to masters in a few years. They have pinned big hopes on Oxford PV & are also refocusing on making PVs themselves directly to take on China. Oxford PV in turn placed a CHF18M order for production equipment from MBT a year ago, and I sense a Take Over or IPO is coming. The latter is my guess given the presence on the board of other heavy players like Goldwind.
Finally both MBT and Oxford PV are part of the 10 firms selected in the 'Europe Solar Manufacturing Accelerator' Initiave, a big EU push to counter China's embarrassing dominance in the sector.
https://www.solarpowereurope.org/campaigns/manufacturing-accelerator/
A Bon Entendeur, Salut!
Hi Isdeer & Co,
Everyone on AIM has a sore story. As a matter of fact most people lose more often than they win. So Let it go pal, isn't it time you put your positive energy, thoughts and precious time on something you believe in? If you are just doing it for fun and volunteering your efforts, then I know 5/6 shares I could use your precious DD skills on.
Long story is we kind of believe you....but are more willing to believe company's taking a new direction, SO we'll STILL invest. Is that clear enough? Just like you made up your own mind ages ago before getting burned.
Short story is P*** off, cry babies.