George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
Not reported in an RNS - not reporting on every order shows signs this is now BAU and no need to. Maybe some other orders have gone unreported.
https://twitter.com/InvinityEnergy/status/1749385728579031215
This company’s value is crazy.
£70m with £30m in cash….
The Simens Gamesa deal being successful would makes this worth 10x overnight. A company minus cash value of £40m -> £500m-£750m+ is basically saying the market is giving 10-1 odds that this deal works out and we have only been given great indications of progress so we have no reason to doubt it. I’d snap your hand off if you gave me 5-1 odds let alone 10-1… let alone the rest of the company activities!!!!
Ridiculously strong buy
Electric cars: What will happen to all the dead batteries? https://www.bbc.co.uk/news/business-56574779
This is very interesting - seems like there will need to be legislation to enforce lithium recycling. Once this is better understood flow batteries will inevitably take over for stationary storage as the risk of being liable to recycle the huge grid scale lithium batteries will prove risky/ too costly for developers.
Electric cars: What will happen to all the dead batteries? https://www.bbc.co.uk/news/business-56574779
This is very interesting - seems like there will need to be legislation to enforce lithium recycling. Once this is better understood flow batteries will inevitably take over for stationary storage as the risk of being liable to recycle the huge grid scale lithium batteries will prove risky/ too costly for developers.
Disclaimer - I’m a LTH and very optimistic about this share and I am very surprised at how long the sp is.
But one thing I see all over this board and others is that everyone seems to think we have an abnormally high chance of playing a role in the upcoming Eskom tender. However, from my reading it has to go to a world bank approved international tender process I.e. no local favouritism. Not that I believe Eskom would necessarily do something like that but there is the trial BE battery in operation that might have been a good sign.
Basically - what am I missing that makes everyone so optimistic about winning this tender?
At this point, if a strategic investor put £5-£10m in they would be buying in at around 0.2-0.4p a share... obviously better than nothing but PIs would be wiped out. I wonder how the share price would react.... at least in the short term.
Put me down for 21.0p
Its looking more like UET are delivering their uni.system. Their system is set up to be up to 2.2 mwh. They sell through VSUN too and are much better positioned for this product. Not 100% but think it is unlikely Redt secure this .
Well I was hoping for some. I think we have to understand that Redt has a fairly undifferentiated product and is against a competitive market with some huge players. Just hoping that either I am wrong or that Scott and his impressive team know what they are doing/ the market will be large enough for Redt to get some of the smaller contracts.
Bolgas, please link a description of the IP and how it is better than the competition. I see you refer to this regularly but I have never seen any evidence of it.
Ok if this is true, is there some source where it incontrovertibly states this? And in what ways is it better? I have only seen this on this forum.
https://www.youtube. com/watch?v=oHQTt6B0-QA&t=1982s
https://www.youtube.com/watch?v=oHQTt6B0-QA&t=1982s posted on here a month or so ago. Scott mentions the German company that went under and Redt were outbid for the company but managed to secure some of their talent. He suggested that it was a shame because their tech was far ahead but their R+D has benefited from one of the acquired engineers. My take from this was that if another small company has better tech and has failed then Redt isnt the market leader in terms of tech and is in a more precarious position than I had hoped .
Hi, I'm a long time lurker and was wanted to know if we have any hard facts in terms of the company's tech advantage. There are huge companies who already are in direct competition and others entering the market. As it will be almost impossible to compete on price/tech how is Redt's product differentiated? I listened to a recent presentation and Scott even said himself that their tech is behind. If vanadium flow batteries take off, what is preventing Redt from being completely squeezed out by the lockheed martins of the world?