30th May '18


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My take on this is that institutional investors are very close to EPO's customers, and understand that the current global payment system is ripe for change (expensive, slow, inefficient) and the potential market is extremely large. This is where the investment case rests - now that the tech is built and driving revenue growth, operational gearing will kick in and network effects will put an…

Yes, that's true, though you then export back to the grid and get paid for it. The take-home point of the sums should be that the savings/environmental benefits come from using more lower-priced and lower-CO2 gas in place of higher-priced, higher-CO2 electricity, rather than the erroneous conclusion that there's not net benefit because the overall efficiency is similar to a condensing boiler.

apad, Yes, but this energy accounting argument misses the point: it's a boiler, you need a boiler, whether it's boiler A or boiler B, you still need a boiler. The Flow boiler is a direct substitution; when boilers give up the ghost, they need to be replaced - arguing that you're not cradle-to-grave accounting doesn't magically make the need for a new boiler disappear! I…

Samsgrandad, Quite! But we're investors... if other potential investors don't understand the product then this is good reason why the company might be under-valued. From a product sales perspective, absolutely, but this is then an issue for sales and marketing (which is a business risk, I totally agree) but Flow have done a good job or making a clear customer proposition for their boiler, and…

So, here are my calcs. The current boiler is only suitable for large/high consumption properties (i estimate break even at 27500 kWh gas consumption) - Flow estimate there are 6 million properties in this category in the UK. Some baseline figures. Cost of gas 3p/kWh Cost of elec 14p/kWh CO2 per kWh (Defra figures) 0.185kg for gas, 0.527kg for electricity Gas consumption 27500 kWh Elec…

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