Australian (ASX) Stock Market Forum

RLT - Renergen Limited

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barney said:
Had a sneak peek at $2 a few minutes ago. could be a party at Merv's place tonight, lol :jimlad:
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Good one mate yes this is starting to look very nice. I won’t count my chickens just yet but I can’t see it revisiting $1.35 again. I think the reuters publication on the Cryovacc has got this thing into gear. I think this is the start of a big few weeks for RLT!
 
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Looking real good for next week I’d say
 
Yeah thanks for that @Swervin Mervin

Just thinking aloud on this Merv, but has the Company given any indication of what the Covid Vaccine "carry cases" might be worth to their bottom line.?

I threw some pretty loose figures together and came up with some pretty amazing numbers :nailbiting: Humor me for a second, lol.

The World has about 7 billion people

Lets assume the Renergen carry cases are required to carry vaccine to 1 billion of the population (places where mass vaccination is not feasible) .... so about 15% of the "market" uses RLT equipment. (conservative I think)

Each carry case holds 100 vials of vaccine (minimum) and weighs around 20KG (need to transportable)

We are talking mass production so costs need to be "sensible" for the market to afford.

Lets assume the Company makes a $100 net profit per carry case to mass produce (conservative)

1 billion people divided by 100 (vials per carry case) = 10 million cases required.

At $100 profit per case, that makes $1 Billion profit before tax to RLT Thats not chump change!:wheniwasaboy:



Lets go totally conservative and cut everything in half:

Only 500 million people use RLT carry cases (5 million) at just $50 profit per case to the Co still = $250 million


Lets go the other way and be less conservative:

1 billion people at $150 profit per case = $1.5 Billion profit

2 billion people at $150 = $3 Billion profit (I'm not sure these numbers are out of the question??):nailbiting:


So even at super conservative numbers, I can see the Company easily making $250 million in a very short time frame, and maybe a heck of a lot more!

Worst case scenario, they only mass produce 1 million carry cases at $50 profit ... Still = $50 million profit:cool:


The deals they announce over the next couple of weeks could be huge news. I'm tempted to buy a few more;)


NB To anyone reading the above, I am just mumbling to myself so please check the numbers and throw plenty of salt on the sandwich!!


The Renergen Cryo Vacc concept. Patent pending.
 
barney said:
Yeah thanks for that @Swervin Mervin

Just thinking aloud on this Merv, but has the Company given any indication of what the Covid Vaccine "carry cases" might be worth to their bottom line.?

I threw some pretty loose figures together and came up with some pretty amazing numbers :nailbiting: Humor me for a second, lol.

The World has about 7 billion people

Lets assume the Renergen carry cases are required to carry vaccine to 1 billion of the population (places where mass vaccination is not feasible) .... so about 15% of the "market" uses RLT equipment. (conservative I think)

Each carry case holds 100 vials of vaccine (minimum) and weighs around 20KG (need to transportable)

We are talking mass production so costs need to be "sensible" for the market to afford.

Lets assume the Company makes a $100 net profit per carry case to mass produce (conservative)

1 billion people divided by 100 (vials per carry case) = 10 million cases required.

At $100 profit per case, that makes $1 Billion profit before tax to RLT Thats not chump change!:wheniwasaboy:



Lets go totally conservative and cut everything in half:

Only 500 million people use RLT carry cases (5 million) at just $50 profit per case to the Co still = $250 million


Lets go the other way and be less conservative:

1 billion people at $150 profit per case = $1.5 Billion profit

2 billion people at $150 = $3 Billion profit (I'm not sure these numbers are out of the question??):nailbiting:


So even at super conservative numbers, I can see the Company easily making $250 million in a very short time frame, and maybe a heck of a lot more!

Worst case scenario, they only mass produce 1 million carry cases at $50 profit ... Still = $50 million profit:cool:


The deals they announce over the next couple of weeks could be huge news. I'm tempted to buy a few more;)


NB To anyone reading the above, I am just mumbling to myself so please check the numbers and throw plenty of salt on the sandwich!!


The Renergen Cryo Vacc concept. Patent pending.
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Nice mate I have heard Stef only say that the units aren’t cheap in one interview. If it gets taken up in the biologics industry in general the margins will add up thats for sure. To say I’m a little bit excited is an understatement.
 
Swervin Mervin said:
Nice mate I have heard Stef only say that the units aren’t cheap in one interview. If it gets taken up in the biologics industry in general the margins will add up thats for sure. To say I’m a little bit excited is an understatement.
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Lol, I'm excited too Merv, and I only own 1% of what you own :happy:

I'm trying to imagine what the numbers might say if these "carry cases" net RLT $300 or $400 per unit!! (not out of the question given we are talking a Global problem)

The numbers get really scary if they get a reasonable "market share" at better than expected profit margins:nailbiting:

ps I know my input means bugger all, but I will be trying to buy more anywhere under $1.70:wheniwasaboy:
 
barney said:
Lol, I'm excited too Merv, and I only own 1% of what you own :happy:

I'm trying to imagine what the numbers might say if these "carry cases" net RLT $300 or $400 per unit!! (not out of the question given we are talking a Global problem)

The numbers get really scary if they get a reasonable "market share" at better than expected profit margins:nailbiting:

ps I know my input means bugger all, but I will be trying to buy more anywhere under $1.70:wheniwasaboy:
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I appreciate your thinking mate. It does look pretty cheap at $1.64 considering what is going on at present though. I’m hoping for a nice volume push this week some time.
 
My March tip .... no added info, but wow, if the planets align

Validation of the Cryo-VaccTM in anticipated deployment situations will commence shortly, but Renergen has already commenced discussions for the sale of units to logistics companies outside of the South African Development Community. Precise temperature control combined with a formidable hold time in transit, makes Cryo-VaccTM a compelling asset in the transport of biologics, especially in the developing world. With a useful temperature range of over 150ºC, Cryo-VaccTM is very versatile when compared to even standard refrigeration technology.
and .... Cryo-VaccTM is ideal for both air and ground transportation, utilising liquid nitrogen to transport by road and helium to transport by air. Aside from helium being only a fraction of the weight of nitrogen, significantly reducing its cost in airfreight, when used in Cryo-VaccTM helium can accommodate up to 12 times more vials per flight compared to other cryogens based on current flight safety regulations.
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I believe there is a Covid rollout happening . Developed world being self-interested, but we need global vax happening
 
Nice one mate! Shares seem a bit harder to come by at the moment which is a good sign. Even over on the JSE the volumes have dried up. I like Dona Ferentes tip for March. I think Stef will keep the news rolling so Dona gets the win!
barney said:
Fairly volatile little beggar this one.

Order I placed a few days ago got filled this morning so I've doubled up now.

No further news on the cryo vacc cases at this stage ... waiting game for now.

View attachment 120528
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Hope you are correct Merv (@Swervin Mervin)

The Traders appear to be pushing this around as their leisure currently. I see that as a positive at the moment though.

If the D-T's get "good news" to "play with", I can see this jumping quickly. Good new is the key however.

The cryo-vacc has great potential, so hopefully some news tomorrow or early next week.

Not sure why there were no further drilling updates on the MDR1 since late November however? Minor concern?
 
kennas said:
So, was this all fluff on transporting vaccines? Hope you guys took some profits.
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I appreciate your skepticism @kennas I only trade at the Spec end of the "spec" trum so I am generally skeptical of "everything!" ?

That aside ... The spike you refer to in your Chart had nothing to do with the "Cryo-Vacc" vaccine transporting.

Announcements relating to that were (10 Dec + 15 Feb)


The particular spike you refer to was related to the Announcement:

Virginia Gas Project Phase 2


I confess, until proven otherwise, I see MD Stefano as a bit of a salesman. ( I still bought more today however;))

His possible sugar coating aside, the Company's potential as a world Helium supplier is undeniable if they get the Virginia Project off the ground.

I hold a modest amount of Stock, but relative to the above possibilities.

If it succeeds, it could possibly go exponential. If not, :(, baked beans for a few days as usual.

Cheers M8.
 
So far nothing has eventuated regarding the cryo-Vac carry cases. Disappointing.

Anyway, chart wise there has now been a lengthy accumulation period with price holding the line from the previous higher Volume bar.

Not exactly D-Day, but one way or the other this should star to move soon.

ps. Today's pre-open is looking healthier than the last few days


pps Pre-open now indicating +15% :nailbiting: Possible Announcement or speculation? Interesting.


1615243528050.png
 
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WILD-CARD WELL P007 STRIKES GAS - love the linguistic shift. Used to be a wildcat. with roughnecks and toolpushers and mudmen.

Domestic natural gas and helium producer Renergen is pleased to announce a significant gas strike in well P007 at the base of the Karoo sediments, at a depth of just over 400 metres.
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Current Market Cap around $185 million

Cash on hand 180,000,000 ZAR = about $15 million AUD (I think)

Company is in a pretty good position financially.

Be interesting to see how good the Production numbers are on this Well. They state higher flows than most other wells in the area, not that Stefano would exaggerate of course, lol.:cautious:

SP peaked at $1.95 Already back to $1.75 Common occurrence with RLT.

I think this Announcement might garner a bit more positivity once it filters through the Market however. We shall see.:geek:
 
Dona Ferentes said:
the depth worries me. Is the caprock contiguous? Sometimes a gas hit at such a shallow depth can be high pressure but low volume.
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Don't know a lot about Gas wells DF. 400 metres at the base of the Karoo sediments indicates that was the target area?

Anyway, the my main concern with RLT (Even though I hold) is Stefano Marani's propensity to sugar coat things (in my view)

I prefer CEO's to be CEO's, not salesmen. I'm giving him the benefit of the doubt at the moment of just being "enthusiastic" :cautious:
 

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