Transense Technologies Share Discussion Threads

[vaguenotion] 30/9/2016 11:26

gary38, in my oxygen tent

agreed monty, hopefully theyve decided to throw some money and take it more seriously now, rather than hoping to win customers through osmosis

[monty68] 30/9/2016 10:45

Great to see Transense doing some proper marketing

[gary38] 29/9/2016 18:30

Vague Where have u been l posted a week ago.

[vaguenotion] 29/9/2016 13:44

gary3822 Sep '16 - 14:37 - 8710 of 8741
Vague
This is no Tesla by a long shot.

Hmmmm, they've got Elon Musk we've got Alan Titchmarsh

Let's hope the Vegas show brings in the bacon for itrack

[drw1] 29/9/2016 07:09

Translogik ‏@Translogik 8h8 hours ago
Vegas its been great, thanks @MINExpo2016 for having us, we've had some brilliant visitors #mine16 #itrackII
Now the hard work starts converting interest to sales.

[sojourno] 28/9/2016 23:02

Looks good..!

[piggyinthemiddle] 28/9/2016 07:53

Ha ! The future`s so bright.........

[sojourno] 27/9/2016 23:31

Looks like at least the shades are well received!

Well done guys! (non gender-specific)

[piggyinthemiddle] 27/9/2016 08:16

Yes,but think how rich your children and grandchildren will be !:))

[albert_einstein] 27/9/2016 08:12

The Company's technology clearly has potential in many areas, the trouble is that at the rate we are going we will all be pushing up daisies before that potential is realised.

When I first invested back in 1995 on Ofex I never thought I'd still be here in 2016 waiting for the technology to really gain any traction.

[piggyinthemiddle] 27/9/2016 08:00

Not sure we are out of epas,wasn`t the Canadian tier 1 deal last year which was delayed linked to epas?
I gather it`s on the back burner atm but not a dead duck.

[sojourno] 26/9/2016 21:47

I dismissed EPAS in about 2004.
GM &c ten years probably.
The short to medium term we know, but not yet it's value. Though methinks it's pretty clear the BoD are expecting good returns.
Twitter pic:-

[dieseltaylor] 26/9/2016 11:43

The GM dead question I think is also linked to is Ford in aswell as their shared gearbox factories and research agreements suggest it would be good for both to jump, or not jump together. I do think that it may actually be larger than that in terms of who may be interested.

As you know I collect patent emails weekly linked to major manufacturers and also key words. Given that 95% of patents are blockers or flights of fantasy one has to eat a lot of salt when judging if they are live.

What cannot be know easily is the economics of setting up a mass-production facility for a genuinely viable technology. I was quite struck by the Siemens one as it was obviously very deeply considered as to its application - believe me so many patents are very airy-fairy.

We also have the possibility of PAS which is/has been dabbled with. I am conscious that the recall record for cars in the motoring industry over the past say three years must be north of 50million. There is a cost to that and I suspect a diminishing of desire for risk in technology. Whether this translates to lets go with it when we go electric or small runs ---- who knows. Very cheap fuel has also been a foot off for innovation and better mpg.

If it happens it happens. I actually think it will but not very soon in mass market terms - that 3-4 years. In the meantime industrial uses I think will become king.

[drw1] 26/9/2016 08:17

Translogik ‏@Translogik 11h11 hours ago
Currently setting up our Translogik Booth #28101 at the @MINExpo2016 come and see us 26th-28th September #mining #mine16
Good luck-hopefully plenty of worthwhile enquiries!

[magpie59] 23/9/2016 11:05

You were always a little misguided and optimistic with your mantra "it's all about Detroit" and now you seem to realise that. Big motor could still happen and I obviously hope it does but to me it has always been a long term long shot. It is about a lot more than "Detroit" but that would be a hell of a cherry on top if it did happen.

[lfc4ever] 23/9/2016 10:52

Is GM dead? I am struggling with the suggestion that automotive leadtimes are necessarily so long, if there is good tech. SEE is now looking at having its tech in cars rolling out in 2018- much shorter time scale that TRT.

[major courtenay] 23/9/2016 09:57

Fair point DT. Maybe I'm thinking that because our products have already been used for many years, I would have expected a technological tipping point to have occurred by now. BTW, when I say single figure rises, I mean multiples of current share price. So I do think we could see three or five times current share price in two or three years, but I doubt we'll see 15 or 20 times. So maybe I am optimistic, but just not of seeing a return to the early days of stratospheric prices.

[dieseltaylor] 23/9/2016 07:38

MC - I rather think you are discounting too much the 20 existing trials. Also there is two ways to extract money from patents, by licencing, and by selling the underlying patent. The latter is quicker and an option. I am talking theory of course not of any knowledge.

Just to revert to licencing - I have always thought that with increased usage and production costs will drop making the product potentially more applicable to more products.

[major courtenay] 22/9/2016 20:49

Glavey, boringly I can see both sides of the argument. (And there are often as many preferences as there are shareholders...)

I liked the presentation and appreciated being able to talk to fellow holders. sawsense: I don't really have a strong view at the moment but something that struck me was that the more advanced projects appear to relatively modest - or at least that was the feel I got - in that they are for narrow applications and specialised industrial uses. Therefore I am coming round to the view that progress will be increasingly incremental and there will be no sudden price explosion. Translogik: the same, but for different reasons; it's taking a good while to build a head of steam for both probes and mines so nothing meteoric, but a good little business forming. Share consolidation: sorry for sounding pessimistic but it seemed a bit like the death knell for the old company. The mass market/automotive business model is very much on the back burner for now, and so the dreams many of us had for massive gains have receded out of sight. Who knows, there could still be several good rises, but it's more likely to take years and be single as opposed to double figures. This is very much my personal view and coloured by a week sorting out a gas leak, new piping system and boiler, kitchen floor etc, and therefore of dubious reliability, shaken by fatigue and expense!

[sojourno] 22/9/2016 20:27

Read it closer. The article suggests that the companies that consolidated at the right time, i.e. in the run-up, or shortly before it, to turning their businesses around did well. i.e. If consolidation is the lesser part of the BoD's efforts and there actually is a genuine improvement in prospects there's no need to worry and likely good reason to feel positive.
It boils down to whether or not you feel the Co's prospects are healthy.
If you don't you should probably rethink your own strategy.

FWIW, also, us long termers have always looked towards torque rather than TPMS, though for a while it looked like TPMS was going to be a quick earner.
The Co is still relatively lean so the route to divis a.k.a. "the bottom line" is relatively short once royalties start flowing. The capital restructuring is clearly a mechanism for clearing that route, which became cluttered, so to speak.

[glavey] 22/9/2016 19:29

Sojourno,
It's going to take a LOT in future dividends to justify a LTBH with purchases at those historical s/ps when it was thought (hoped) TPMS was going to be big scale.

Even if TPM had turned out big, it would have been sensible to top-slice.

[glavey] 22/9/2016 19:21

That sums it up - it's really just a confidence trick!

Trouble is that they are unlikely to separate the rest of the re-organisation from the consolidation in the resolution, so you won't get that vote! More likely you will see a resolution that is bundled and sugar coated.

[sojourno] 22/9/2016 19:05

Glavey... Plenty here bought in as a LTBH, waiting for dividends. That might explain at least part of the reason why PI events are so well attended. I don't think any of us wished for a ten year hiatus though!
You tell me yours and I'll tell you mine. ;-)