Strip Tinning Share Discussion Threads

[garth] 06/3/2023 08:45

I looked at these. Couldn't decide whether it was just a family business that came to market because it needed a bailout. Is that too narrow a view? In fairness, I haven't viewed the most recent presentation although I did watch the previous couple.

G.

[nico115] 06/3/2023 07:46

P ss take Options at 0p !! Wow reward for failure

[rambutan2] 22/2/2023 16:45

Yesterday's presentation. Good information given.

htTps://www.youtube.com/watch?v=sePaJILhZBA

[gb904150] 28/9/2022 14:21

hi selwyn1,

no, but i can see from the last RNS it's done via the PR company:

Strip Tinning Holdings plc Via Alma PR
Richard Barton, Chief Executive Officer
Adam Le Van, Chief Financial Officer


Alma PR (Financial PR) [e-mail]
Josh Royston [phone]
Joe Pederzolli

Always a bit lame in my opinion doing things via the PR company but to be fair they've made themselves very available via the IMC presentations so far this year, so I can understand why they might limit too many investor questions outside of that.

That said....I doubt they are inundated with them at the moment.

[selwyn1] 28/9/2022 13:17

Hi,
Has anyone got an email address for IR or Adam le Van.

Thanks

[timbo003] 08/9/2022 09:32

So the company is awarded a grant (i.e. free money) worth 12% of the market cap, but this is ignored by the market with the price more or less unchanged.

Stange times 😮

[buywell3] 20/8/2022 06:40

Indeed timbo003

Rimac were mentioned in the Strip Tinning ' Admission Document'


BIG developments since though ---------





Bugatti Rimac

Bugatti, Rimac and Porsche mark the beginning of a new chapter in automotive history. As shareholders, the Rimac Group holds 55 percent of the shares, while Porsche holds 45 percent. Mate Rimac, founder and CEO of Rimac Automobili, is now CEO of Bugatti Rimac, headquartered in Sveta Nedelja.
Porsche AG becomes a strategic shareholder

hTtps://www.rimac-group.com/careers/bugatti-rimac/
A company one the EV move so to speak

July 2021
Rimac takes over Bugatti from VW in powerhouse electric supercar deal
The Croatian EV company will take a controlling interest in the 112-year-old French sports car brand
htTps://www.theverge.com/2021/7/5/22563898/bugatti-rimac-electric-supercar-acquisitoin-deal

Both companies will retain their respective headquarters but Rimac plans to eventually merge its workforce at the planned $200 million campus in Croati, which is set to open in 2023.

So now Mate Rimac is the boss and in control of things

When it comes to EV's; weight is all important

The company that can design the lightest and most efficient battery pack option for its vehicle --- especially when it come to an EV Supercar --- should take a decent percentage of market share from those that can afford to buy such

Mate Rimac caught the attention of Porsche earlier in 2021 when his company released the Nevera which is a quad-motor, 1,914 horsepower with a top speed of 258mph and an ability to leap to zero to 60mph in less than 2 seconds.

The Nevera is expected to be the fastest sports car ever made, a title previously held by the Bugatti Chiron.


buywell opines that Mate might well go one better with this Bugatti Rimac if the right battery pack of HIS choice is used

For example a lightweight, space-saving, flexible printed circuit interconnect technology that could facilitate higher power density cell-to-pack battery systems seems to be required

This could take the form of a none cellular pack with perhaps fifty or more individual battery cell packs but
a smaller number of say 2 larger packs each connected to its own drive train ie front and rear
These would involve much longer flexible printed circuits to their respective electric motors plus with separate battery monitoring circuits on the same flexible printed circuits ( ie double sided )

Quite a weight saving
June 2022

Croatian giant Rimac on a roll, raises €500M in a Series D round led by SoftBank and Goldman Sachs

hTtps://therecursive.com/croatian-giant-rimac-on-a-roll-raises-e500m-in-a-series-d-round-led-by-softbank-and-goldman-sachs/


dyor

[glavey] 19/8/2022 10:49

I say, that's not cricket!

[timbo003] 19/8/2022 10:12

Presumably the company cited in today's announcement is Rimac, as Rimac seems to be the only Auto related company based in Croatia

https://en.wikipedia.org/wiki/Rimac_Automobili
https://en.wikipedia.org/wiki/Mate_Rimac

Rimac seem to employ quite a bit of their own technology rather than use third party solutions, so maybe the cancelled contract could be because they have come up with their own inhouse solution for the battery/wiring loom connectors?

[timbo003] 24/6/2022 09:52

Recording of the invesstormeetcompany presentation held on Tuesday is here:

https://presentations.investormeetcompany.com/investor-meet-company/STRIP-TINNING-HOLDINGS-PLC-Final-Results-Presentation?bmid=6232c01fe92c

Seems to be in pretty reasonable shape despite the headwinds, looks cheap with a market cap of just £15m

[timbo003] 18/5/2022 07:16

Trading statement looks okayish

Results will be in line with expectations, but outlook is a bit more uncertain with the headwinds of inflation and supply chain disruption anticipated.

[sunshine today] 23/2/2022 05:56

Ok : first of all you never buy into a new listing on AIM.

REASON :

Your being sold a story that every man and his dog, have already taken the cake, and left the rubbish for private investors.

I am not making any comments about this stock just a generalisation.

In today’s market you must pick stocks that can grow far, far, faster than the average.

Here is my investment

TRIAD GROUP PLC

TRD.


Directors have just purchased for the 9th time since the Stratis Blockchain agreement was signed.

TRD is valued at £16M (after £5.5M net cash deducted.)

TRD”S traditional business is growing super fast, in profit, paying dividends.

The stock trades at under half the sectors average PE



The Stratis blockchain TRD enterprise partnership is valued at zero.


HOWEVER:

Stratis has designed, built, and launched, the worlds first free to use NFT PLATFORM

Undercutting the competition by around 99% .


AND

Designed and built


The world's first native C# DeFi smart contract protocols.

Fees up to 99% cheaper than in the market today.


For the first time , any company , or government ,can use the computer language they know (Microsoft C# , ) rather than have extra layers of cost, time, and hassle converting back from other blockchain platforms to C#


TRD is partnered with Stratis to deliver blockchain enterprise solutions

[albert3591] 22/2/2022 15:29

Let’s see if this ipo drops after a few weeks,they often do.

[melegramforttongo] 18/2/2022 07:55

Interesting

[74tom] 17/2/2022 07:59

NWT?! How are they remotely similar? The benchmark here is TWD…

[hedgehog 100] 16/2/2022 18:56

At 182.5p - market cap. £27.6M. - STG doesn't look cheap for this type of company: 2020 revenues were £8.83M., down from £9.92M. in 2019, a price-to-sales sales ratio of over three.

In comparison, NWT has a current market capitalisation of £2.86 million at 30.5p.
Its first half revenue rose by 23% to £9.7m (H1 FY21: £7.9m), giving it an annualised
price-to-sales sales ratio of under 0.15: i.e. under a twentieth of STG's.

And NWT should move back into profit as we emerge from the pandemic.

[timbo003] 16/2/2022 12:39

Here are the remaining slides from the Investor presentations slide deck

There are also a few more in the appendices which I have not included

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[nico115] 16/2/2022 11:15

I'm long aNd like story here Oh to be 10pct down in one day !!

[timbo003] 16/2/2022 09:38

From the Investor roadshow slide deck


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[3ootuk] 16/2/2022 09:32

Deleted as IPO slides added

[3ootuk] 16/2/2022 09:20

Rather difficult to find the ipo document with accounts, and no investor relations portion on the website.

[timbo003] 16/2/2022 09:09

I picked up a few in the IPO (185p/share). Most of the IPO shares qualify for EIS tax breaks, therefore the effective entry price for qualifying investors (i.e. UK tax payers) equates to 129.5p/share, so this is a 3 (plus) year hold for me.

[timbo003] 16/2/2022 08:03

!YOUTUBEVIDEO:UCJ9b2ONqms:




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Useful links:

Website
Admission document

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