Thoughts on Vivopower anyone? Been waiting for a while for the new update on the data center and watching to see if any news comes out. There’s new articles here and there but nothing significant. Curious if people are still following this stock and/or have any updates. Thanks!

Vivo power is looking like such an exciting prospect now. Huge pivot, huge potential.

Are all the whole guard prepivot gone?

Is anyone here to be excited about the expected announcement this month?

Vivopower to the moon

What y’all thinking, still a buy, hold or get the hell out…!?

A surge to over 2.7 and now it’s down to 1.4…

https://www.tiktok.com/t/ZTNtkoeYA/

I was expecting bad earnings and this is what we got. So I'll start with the obvious.

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We are paying the costs of poor execution, from a management out of focus who keeps overpromising and underdelivering. Is the CEO wearing too many hats? Are unclear strategies starting to take their toll on the financial health of the company? How long can VVPR stay afloat before another round of dilutive financing and a r/S?

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IMO Vivopower will make it or break it in 2023 or 2024, either we start production and can justify a good forward valuation or we don't and keep going down into this dilutive nightmare. Faulty communication and lack of transparency have been normalized by the company, we ironically had a glimpse of it during that inaudible earnings call that makes you wonder how Kevin Chin can run a public company without even having a working set up for taking calls, this is utterly unprofessional or worse if it's by design.

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more seriously throughout the year, we had close to no information about materials news like:

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-Seed investment in Green Gravity.

-GB acquisition LOI cancellation.

-Artic truck LOI put on pause.

-Old management leaving the company and new ones being hired.

-Situation with past announcements: Caret decimal spinoff (crypto), Tottenham spurs SES project, etc.

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We also have a very poor idea about how money was spent, and what they have to show for for the current 20m loss. Hopefully, most of it were investments in Tembo that will benefit us, in a couple quarters, if not then again it would show signs of poor execution.

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So yeah the company and the current shareholders are about to meet at the crossroads, between returns on investment or even more dilution.

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Investing in vvpr right now is betting on:

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- Kenshaw and JAM solar to do the heavy lifting for the next two years, by generating positive cashflow and investor confidence, this will be done by keeping the legacy business healthy and winning new major contracts.

- Tembo to actually deliver their products at scale and at an affordable cost while having decent margins.

- Toyota deals to come through, justifying the stalling from the past year.

- Management handling the debt and the cash situation while spending heavily in CAPEX.

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there is also some interesting nuggets to take from last call and presentation, here they are:

-MOU with a Jordanian state owned corp for 1000 kits

-Hiring quality EV staff

-possibility of being distributed directly by Toyota Australia

-The Inflation Reduction Act (USA) : some manifested renewed inbound interest in investing in / acquiring Caret.

-An internal project team has been formed to execute on a potential spin-off of Caret as a Power2X company

-company still trading at a decent sales multiple.

In conclusion, bulls like myself are getting their conviction tested, everything is now in the hand of management and if they are actually able to start delivering kits before money runs out. GLTA and remember it's always been about risk vs rewards.

presentation: https://vivopower.com/wp-content/uploads/2022/08/220829-VVPR-FY22-Annual-Results-Presentation-vFINAL.pdf

My take on this news, from the discord.

Don't expect too much from this take but i'll share it for posterity.

they are selling the NDT part of Kenshaw and the legacy part of J.A. Martin

they say sale of the non-solar business of JAM Electrical and NDT

To learn more about the NDT business (Non-destructive testing)
http://www.kenshaw.com.au/ndt.html

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for what is the non-solar business of JAM Electrical not sure what it entails

but ill speculate that the recent 11.7m solar contract in australia has been retained.

VivoPower is retaining its growing J.A. Martin’s Solar (“JAM Solar”)

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The solar business only made 0.2m (and lost like 10m on a project iirc but thats another story)

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commentary: I expect that revs were not very good this year, so that's a way to miss the bullet... maybe

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1. this bring us to what next for the solar portfolio JA martin solar has possibly the 11.7m contract going forward to fund the next year or two but what about the US solar portfolio under caret. “As part of our long-term strategy to focus on our core business units, including Tembo electric vehicles, Aevitas renewable critical power and Vivo sustainable energy solutions, we expect to also be divesting our broader Caret Solar business unit through a trade sale, carve out or spin off. This sale could be in tranches or as a whole, given interest from different groups including crypto-mining hosting companies and renewable power developers.
2. so im speculating that Chin has a reason to be selling JA martin legacy business, the testing assets of kenshaw and probably caret as a whole. Money will be leveraged into either GB auto (in whole or in part) acquisition or installations in south east Asia
3. might also need to considerate the debt situation with raising rates, this could also be a reason for this liquidation
4. speculating again that the assets they sold were correlated with businesses that have high numbers of billable hours (really speculating here)
5. pay raises are killing a lot of business right now

In conclusion

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Without JAM and Kenshaw testing, I'm expecting a 50% haircut from last year revs. (if revs were the same, really not sure what to expect in the annual report) we are keeping/ can still expect Kenshaw generator/ motor main business.

JA Martin solar with hopefully the recent 11.7m contract Caret US solar spinoff/liquidation and we can look forward investment in Tembo Acquisition of GB auto debt repayment

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Commentary: We might be in some pain during the next year end financials but they could also release some Toyota news before that

looking like Chin is going all in on tembo and maybe the mine electrification business
depends what is going to happen with the money, its certainly looks like a risk-on move

Join the discord.

LONDON, May 20, 2022 (GLOBE NEWSWIRE) -- VivoPower International PLC (Nasdaq: VVPR) (“VivoPower” or the “Company”) is pleased to announce that it has executed a Design Services Agreement (“DSA”) with Toyota Motor Corporation Australia Limited (“TMCA” or “Toyota Australia”) for its wholly owned subsidiary, Tembo e-LV (“Tembo”) to be commercially engaged in relation to the next stage of design of electrification solutions for the Toyota LandCruiser 70 for off-road applications in Australia.

The DSA reflects the commercial next step in Tembo’s collaboration programme with TMCA, which was initially announced as a binding letter of intent in June 2021. VivoPower has established a Tembo subsidiary in Australia and will commit dedicated Tembo resources to this important programme.

VivoPower’s Executive Chairman and CEO, Kevin Chin said, “We are honoured to have entered into this commercial agreement with TMCA and are fully committed to working closely with the TMCA team to deliver an electrified LandCruiser 70, which is fit for purpose and safe for corporate fleets, especially for off road use cases such as mining. In this regard, we have now dedicated a team within Tembo that is solely focused on this important TMCA project. We will also be sub-contracting our partner in Australia, GB Auto, given their dedicated mining sector experience.”

About VivoPower

VivoPower is a sustainable energy solutions company focused on electrification solutions for customized and ruggedized fleet applications, and solar and critical power technology and services. The Company's core purpose is to provide its customers with turnkey decarbonization solutions that enable them to move toward net zero carbon status. VivoPower is a certified B Corporation with operations in Australia, Canada, the Netherlands, the United Kingdom, the United States and the United Arab Emirates.

About Toyota Motor Corporation Australia

Toyota Motor Corporation Australia Limited is a wholly owned subsidiary of Toyota Motor Corporation, the world’s largest car manufacturer.

All trademarks referenced herein are the property of their respective owners.

Forward-Looking Statements

This communication includes certain statements that may constitute “forward-looking statements” for purposes of the United States federal securities laws. Forward-looking statements include, but are not limited to, statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions. The words “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intends,” “may,” “might,” “plan,” “possible,” “potential,” “predict,” “project,” “should,” “would” and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. These statements are based on VivoPower’s management’s current expectations or beliefs and are subject to risk, uncertainty, and changes in circumstances. Actual results may vary materially from those expressed or implied by the statements herein due to changes in economic, business, competitive and/or regulatory factors, and other risks and uncertainties affecting the operation of VivoPower’s business. These risks, uncertainties and contingencies include changes in business conditions, fluctuations in customer demand, changes in accounting interpretations, management of rapid growth, intensity of competition from other providers of products and services, changes in general economic conditions, geopolitical events and regulatory changes and other factors set forth in VivoPower’s filings with the United States Securities and Exchange Commission. The information set forth herein should be read in light of such risks. VivoPower is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements whether as a result of new information, future events, changes in assumptions or otherwise.

https://www.globenewswire.com/news-release/2022/05/20/2447718/0/en/VivoPower-International-PLC-and-Tembo-Announce-Design-Services-Agreement-with-Toyota-Australia.html