Transense Technologies Share Discussion Threads

[bhoddhisattva] 07/5/2024 12:18

Good audience at Mello.
And I listened toting odcast evoque linked to above - worthwhile if you’re nterewted in how TRT fortunes and shape have changed for the better.

[melloteam] 07/5/2024 10:32

Just to let shareholders and prospective investors know that Transense Technologies will be presenting on MelloMonday on Monday 13th May 2024 (5pm-8pm).
Get 50% off your ticket with code MMTADVFN50

[evoque92] 05/5/2024 12:48

inthecompanyofmavericks.com/episodes

[evoque92] 05/5/2024 09:19

Lengthy / detailed podcast out with onward and TRT team

[bhoddhisattva] 03/5/2024 10:53

Fingers crossed … closer now than then!

[major courtenay] 03/5/2024 10:51

We were at these sorts of levels in Nov ‘21 and Aug ‘16 only for the price to collapse back down again so I’m not so sure.

I think we need a manufacturing deal and / or sustainable increase in income for that.

[bhoddhisattva] 03/5/2024 10:00

We seem to be up … even a breakout … or am I dreaming!?

[amt] 02/5/2024 22:28

So perhaps a best case scenario is a 4 quid share price by the early 2030's

[sojourno] 02/5/2024 21:38

We're not that vocal Nigel!
Shared thoughts about AIM too.

[sojourno] 02/5/2024 20:44

Youtube link

Direct link without the text description

Original post

[king1pin2] 02/5/2024 19:04

I have now found the link and yes it was very very interesting , probably the most interesting interview to date since I became a share holder a long time ago so I would urge shareholders or anyone who would like to be a shareholder to listen to the podcast and thanks drw1.

[king1pin2] 02/5/2024 17:59

I am having a couple of days away in Devon so internet is at best rubbish so Major has thanked drw1 for I assume posting a interview with Ryan and Nigel that I have missed so can anyone post a link .

[major courtenay] 02/5/2024 16:28

Thanks drw1, that’s a very good interview. I would urge everyone to listen who hasn’t already.

And thank you to Nigel and Ryan for the insights.

whilst I do think progress will be more incremental than explosive, nevertheless that interview does still remind me of the old saying, “an overnight success twenty years in the making”.

[scrapiron123] 01/5/2024 12:02

More Landone project info, some interesting other organisations involved. Maybe reading too much into it, but interesting that the project was already running and then Transense has been added. A year looking for a solution and then they found TRT? https://gtr.ukri.org/projects?ref=10002411

[scrapiron123] 01/5/2024 11:50

Those manufacturing deals won't come without the projects and there is a great pipeline now, 2 years ago there was hardly anything for SAW. Obviously this announcement is one they could make public but worth remembering there are a number of others being worked on confidentially with other customers, will be interesting to see who. Revenue will have to start following the pipeline. They won't win them all, but the odds get better with everyone they have running. In fixed wing Airbus is very much the market leader.

[major courtenay] 01/5/2024 10:47

King, to be clear, I back the current management 100%. I think they are working extremely hard for us all (and themselves - Nigel especially with that holding of his. Then there are all those shares waiting in Treasury to be distributed should we do well).

However, as others have said, the uk Stock market and AIM in particular have taken a slow steady battering the last few years relative to peers. Personally I think a lot of it is down to Brexit, but I know others will disagree.

The point is that almost all valuations are down in our neck of the woods, regardless of performance, compared to other markets. Look at the 3 or 5 year graph for AIM then compare to ftse 100 or more importantly , the S&P. It’s diabolical. So it’s going to take a lot more than a project to shift the dial. It’s a great project buts it’s not a manufacturing deal. That’s what we need, and hopefully it will come with time.

[king1pin2] 01/5/2024 09:57

Major posted that he had a “stale bull” hat on and I just wondered if the share price would be at this level IF we were a new start up company .
With luck deals such as yesterdays will raise awareness and attract a new group of shareholders who are not put off by our well documented past .
The present management team have done the business in a very tough environment so I would hope have the backing of lots of us stale bulls and if we can attract a few more new investors that will give the share price the push it needs towards £1.50

[willoicc] 01/5/2024 08:13

Thank you king.

[king1pin2] 01/5/2024 08:01

Well they do say actions speak louder than words, Again management buying , all the signs are there .

[sojourno] 30/4/2024 19:31

Nice!!
May be this tech...

"...Electric Taxi will save fuel by using the efficient aircraft Auxiliary Power Unit (APU) to provide electrical power to move the aircraft using motors embedded in the wheels. New load/torque sensing technologies coupled with new ground control algorithms will limit structural loads during braking and save weight in the wing and the landing gear structure, thereby saving fuel. ..."

[king1pin2] 30/4/2024 16:43

Willoice I am no expert but my understanding is with existing sensors they struggle to get accurate live data so on landing gear they might need heat and pressure and torque measured and because of the way existing sensors work can’t get accurate readings but as I have said I am no expert on sensors .
Well worth looking at the Transense website because they have lots of videos on how our sensors work on a variety of applications .

[willoicc] 30/4/2024 15:58

king, please forgive my ignorance, but will you please briefly explain what the problem is with landing gear.

[scrapiron123] 30/4/2024 15:45

It's a great result, you cannot guarantee that every project will turn into a long term production or licensing opportunity, but you can guarantee that without any projects there will be no long term opportunities! Delivering that long term requires a combination of the technology being the right solution for that problem and a team with the resources that can deliver, the business has the latter now but didn't before. Plus this isn't the only thing they have in their pipeline, more like this please!

[king1pin2] 30/4/2024 12:59

Major I do see where you are coming from and yes you are right that we have been here before.
Perhaps my problem is that I think we are worth our market cap without Saw so for me this type of news takes me back to the days of £35 a share .
Quite a lot of planes with landing gear out there and reading the RNS our Saw sensors should solve a problem that they have not been able to solve.
And I should add that the management are out there doing the business in developing relationships with very high profile customers .