Transense Technologies Share Discussion Threads

[drw1] 05/8/2016 08:42

Yet piggy they say in the recent trading statement there has been a pick up in probe sales in the last half year-maybe someone might buy enough to warrant an RNS SOONER or later.

[piggyinthemiddle] 05/8/2016 08:01

Yes,they liked it so much they bought 85 eight months ago.
I`ve given up on Translogik for the moment but the GE news bodes well.
If we could just get GE or GM to announce formal adoption of our technology,we`ll be up and away!

[dieseltaylor] 04/8/2016 18:57

I see Continental are currently having a push on truck tyres and tpms and it reminded to check for this:


Always encouraging knowing the big boys like our kit.

[dieseltaylor] 01/8/2016 10:52

I included GE and GM to give a sense of scale and then you can work your way through and see who looks most likely to fit the profile. My position on GM is I think they are awaiting Ford and possibly Chrysler to come on-board. This bear in mind because Ford and GM co-operate in gearbox design and assembly.

All information taken from Wikipedia. I think GE have divested some stuff since their entry was up-dated.

GM

Products
Automobiles
Automobile parts
Commercial vehicles
Production output
Increase 9,958,000 vehicles (2015)[3]
Services
Vehicle financing
Revenue US$152.35 billion (2015)[4]
Operating income US$5.346 billion (2015)[4]
Net income US$9.687 billion (2015)[4]
Total assets US$194.52 billion (2015)[4]
Total equity US$39.87 billion (2015)[4]
Number of employees 216,000 (2015)[2]
Divisions Buick
Chevrolet
Cadillac
GMC
Subsidiaries
List
[show]
Website gm.com

GE
Products Aircraft engines Electrical distribution Electric motors Energy Finance
Gas Health care Lighting Locomotives Oil Software Water Weapons Wind turbines
Revenue Decrease US$ 117.38 billion (2015)[3]
Operating income US$ 8.186 billion (2015)[3]
Net income US$ -6.126 billion (2015)[3]
Total assets US$ 493.10 billion (2015)[3]
Total equity US$ 98.300 billion (2015)[3]
Number of employees 305,000 (2015)[3]

Siemens

Products Power generation technology, industrial and buildings automation, medical technology, railway vehicles, water treatment systems, fire alarms, PLM software
Services Business services, financing, project engineering and construction
Revenue €75.63 billion (2015)[1]
Operating income €6.04 billion (2015)[1]
Net income €7.28 billion (2015)[1]
Total assets €120.34 billion (2015)[1]
Total equity €34.47 billion (2015)[1]
Number of employees 348,000 (2015)[1]
Divisions Process Industries and Drives, Digital Factory, Energy Management, Healthineers, Mobility, Power and Gas, Power Generation Services, Wind Power and Renewables, Building Technologies
Website www.siemens.com


ABB
Products Power, Automation
Revenue Decrease US$35.481 billion (2015)[1]
Operating income US$3.049 billion (2015)[1]
Profit US$1.933 billion (2015)[1]
Total assets US$41.356 billion (2015)[1]
Total equity US$14.481 billion (2015)[1]
Number of employees 140,400 (2015)[1]
Website www.abb.com

ALFA_LAVAL
Revenue SEK 28.652 billion (2011)[2]
Operating income SEK 4.691 billion (2011)[2]
Profit SEK 3.251 billion (2011)[2]
Total assets SEK 34.503 billion (2011)[2]
Total equity SEK 19.359 billion (2011)[2]
Number of employees 16,050 (end 2012)
Website www.alfalaval.com

Bosch
Products Automotive parts, power tools, security systems, home appliance, engineering, electronics
Revenue Increase €70.6 billion (2015)
Owner Robert Bosch Stiftung (92%)[1]
Number of employees 375,000 (as of December 31, 2015)
Subsidiaries BOSCH Ltd.
Website bosch.com

CNH
Products
Agricultural Equipment
Construction Equipment
Trucks and Commercial Vehicles
Buses, Special Vehicles
Industrial and Marine
Powertrains
Revenue Increase USD 26.4 billion [1] (2015)
Profit Increase USD 234 million [1] (2015)
Total assets USD 49.117 billion [1] (2015)
Total equity USD 7.217 billion (2015)
Owner Exor (26.94%) [2]
Number of employees 64,391 [1] (2015)
Website CNHIndustrial.com

[drw1] 01/8/2016 10:25

I also wonder if the EU industrial conglomerate will be taking a licence agreement?

[dieseltaylor] 01/8/2016 09:42

Interesting to work through the possibilities and the probabilities of who the mysterious EU industrial conglomerate.

[dncleaver] 01/8/2016 09:26

Completely OFF-TOPIC, but I make no apologies for that .... This topic concerns us all and the following video needs to be watched by every single person in the UK:-

After watching this, I defy anyone to put forward any serious arguments as to why leaving the EU is such a bad idea! .... On the contrary, we are all likely to look back on this period of history and conclude that it was the best move we ever made!!

[dieseltaylor] 29/7/2016 19:43

Any extension of RFID I think is beneficial for TRT. MESNAC make the RFID tags we sell. The big benefir though is it helps sell the MK2 reader.

[dieseltaylor] 27/7/2016 22:39

One of the long thought, and sought uses, for torque sensing. However the NM figure seems pretty high ... but then it would be high on a wind turbine.

[amt] 25/7/2016 15:34

That article is very relevant to Seeing Machines as it's their technology that it refers to in the Cadilac, that is the driver monitoring system. I have been buying since I think the potential for driver monitoring is enormous and theirs seems to be the leading system in that area. Monitoring eyes so they can see what the driver is looking at and how alert he is, marvellous technology.

[sojourno] 25/7/2016 14:12

Interesting article on GM's approach to tech. Probably has some meaning for us.

Why GM Is Holding Back Its Bleeding-Edge Tech For Autonomous Vehicles

[dieseltaylor] 20/7/2016 11:01

By the same token Einstein the previous track record of newsflow may not be an accurate prediction for the future : )

However on an analytical basis we could probably guesstimate the number of potential partners, and the likely number currently playing with it. On the SAW front we can consider majors, and of course tadpoles. Perhaps a maximum field of 50 firms?

The tyre side as with the pressure monitoring tools we know that there are x tyre majors currently using it and it is likely to continue to expand because we also have to consider an eventual replacement market. I am conscious that potentially there are other sensor systems but we need to bear in mind that Mark 1 eyeball is needed for looking for cuts and bulges in the tyre wall so even the automating of temperature sensing into tyres is never going to remove a need for this aspect of tyre control.

There is also the possibility of selling directly to fleets through Spinnaker etc.

As to the dump truck market it seems that the buying decisions are made at the individual mines. In the background the mine managers will already be aware of which makes have been approved for use. Anyway the market size for open cast mine complexes must be a couple of hundred plus.

So the result of this faffing around is to see news sources as around 250 news potentials of which most would seem to love being discreet!! : )

The good news though is that the people we deal with and the size of the orders are significant, and perhaps most importantly will not be one-off orders.

Sorry to be humouring myself but it does help me frame how often one might expect news and it seems we rate at a level equivalent to a shipyard! So I am not going to fret over the frequency. Odds say the next announcement will be a Translogik.

[dncleaver] 20/7/2016 10:58

Happy to continue being patient.

[albert_einstein] 20/7/2016 09:57

Hi joe,

As I said the other day TRT has a lot of recovering to do in terms of investor sentiment and it won't happen overnight. The GE news was a step in the right direction but until they take up their option and sales start to filter through then investors will remain cautious.

I think cautiously optimistic would sum up the current position but we need some more meat on the bones of the GE and Siemens deals and some other follow-up orders.

Remember, because of the large number of shares in issue now as a result of the huge dilution every penny rise adds £5m to the market cap of the Company so it is unreasonable to expect the share price to treble overnight without something really substantial to justify that.

Plus, the spread on the shares is wide and the relative lack of newsflow does not encourage short term traders. Anyone who buys now knows that they may have to sit on the shares for a while before any further news. That's not to say there isn't any news in the offing but the Company's historical newsflow is not indicative of a sudden flurry of anouncements.

[joeblogg2] 20/7/2016 08:28

Yes good post diesel, The company is being overlooked, not many companies can do deals with the likes of GE.

[dieseltaylor] 20/7/2016 08:08

A little time to ponder. Joe I think you anticipated too much. Current owners excepted nobody knows about us. The ripples from this need to be amplified by the brokers and the trade papers.

Anyway TRT has the cash so we can relax on that.

Translogik and the probes, and the giant truck tyre monitoring seem to be ticking over nicely and with potential. The tweet regarding the BHP Billiton saving per year plus the winning of the competitive trials in Australia must be the stuff that filters through the industry. As far as I can make out the TPMS penetration rate is not high so I think there is plenty up for grabs.

Emerson liked some of our stuff enough to buy it. GE like the potential of some of the stuff enough to hand over a pretty generous wodge and also agree to a favourable deal. These deals do indicate that as a technology company the patents and what they enable are being appreciated publically and for cash. This must be a real help for our sales guys and the brokers.

Who this?
"This has become evident through the successful product launch by a major European customer in April 2016"
I think in 2014 we were told of a major European conglomerate being interested and I am not clear if that is the one above or a separate company. The discussion then centred around the likes of ABB, Alfa-Laval?, and Siemens however for the life of me I cannot recall all the wording that led us that way.

I am feeling quite hopeful and I think possibly some new investors might be rustled up.

[joeblogg2] 19/7/2016 08:27

As usual no follow through on yesterdays good news :((

[piggyinthemiddle] 19/7/2016 07:34

Let`s hope GE sign off the last $250,000 asap as that will guarantee adoption of the tech and ongoing royalties.

[amt] 19/7/2016 06:10

If they sign one deal like this per year they should be able to reduce cash burn to under a million per year giving them 3 or 4 years to move the business forward.

[spherical globe] 19/7/2016 04:18

How many long-termers ("lifers") still living remember those sweet days of Honeywell?

Is the GE news another artificial sweetener, or could this now be our Coca Cola moment where "trt" really does stand for "The Real Thing"?

Any ideas, Vizz?

[major courtenay] 18/7/2016 23:29

We can but dream :)

[sojourno] 18/7/2016 23:18

Transense Technologies plc (LON:TRT) is the biggest climber in the FTSE 100 on Monday, as share price climbs over 50% intraday.

...FTSE 100! Ha Ha!

[sojourno] 18/7/2016 16:29

Nah. PI's need 30p minimum IMO.
That and nobody would table an offer unless a future was proven for the tech as a displacement technology; and if that was proven we should expect the IP to be valued at a couple of £cM+.
ARM's new owners bought on the back of the processing side of the IoT, we're about the sensing side of the IoT; and we probably would benefit from being bought-up by a major with a significantly greater R&D budget which would add further considerable value.

[value hound] 18/7/2016 16:05

Personally, I'd be prepared to accept a knock-out blow from VW now at as low-ball a bid as 10p! :-)