Thruvision Share Discussion Threads

[leoboy] 13/2/2019 17:18

Thruvision Capital Markets Day Presentation :

[hew] 07/2/2019 16:50

Ignore my post above; just received the response below to my attempted registration from a senior person at THRU.

Hmmm......what have got to hide? Don't want the wrong sort of questions? I will need some extremely persuasive presentation slides before adding to my holding now.
________

"Dear XXXX,

Many thanks for your email and your interest in Thruvision Group plc.

However I must advise that we are not able to entertain private investors at the Capital Markets Day.

The day is structured as a presentation to those fully authorised to conduct investment management business by the FCA and accordingly we are not able to invite private investors.

The presentation will be posted on our website at the conclusion of the meetings and we are of course happy to answer any queries you may have by e mail

Kind Regards,

[hew] 07/2/2019 14:08

EDIT: IGNORE THIS POST. SEE THE NEXT ONE.

Who else is thinking of attending and, if so, on which day? IMO personal interaction/observation is usually helpful beyond presentation slides.

"Capital Markets Day for analysts and investors on 12 and 13 February 2019. The Group will be running similar sessions on both days, starting at 2.00pm GMT."

The event will be hosted by Colin Evans, Managing Director, and will include an update on recent progress, a technology demonstration and a tour of the Group's production facilities. No material new information will be provided, and the presentation will be available on Thruvision's website....

The sessions will be held at Thruvision's Milton Park headquarters: 121 Olympic Avenue, Milton Park, Abingdon, OX14 4SA. For more information, or to register your interest in attending one of the days, please contact: [e-mail]

[leoboy] 14/1/2019 11:15

"looking to install at least 14 scanners along the border " :

[hew] 10/12/2018 11:35

Interims out and no comments until this minor effort? It's said that quiet boards are the best but.....? My comments are based on a broad look and a modest holding. I don't see the basis for an in-depth analysis in these Interims, although some more competent or informed may well do so.

Anyway, I see THRU as now having scrambled to its feet and beginning to perform. I don't doubt that the increased sales and engineering spend was justified and they seem to be earning their keep. How the "share based payments" relate, and to whom, we are not told. Assuming the LBT continues for a while at the same rate of say £1.6m for the year, the cash pot seems adequate for a good while yet.

My simple basic calculations tell me, assuming the same Rev per unit and Gross Margin, that sales of 102 units would have been required for Operating Break Even. The sales projections are positive, with quality customers identified. Some seem to have good potential for increasing the number of units they have acquired but whether a 70% increase in unit sales in H2 is likely, only the company knows. Somehow that seems rich to me, given that "pent up demand" may have been satisfied for now in H1. No mention of post-period events, and the US TSA concept planning contract announced is unlikely to be material in itself, whatever the substantial potential longer term benefits.

Altogether, I don't see any reason to sell and, although I see the next half as likely to bring only modest progress, the longer term potential remains strong enough for me to hold on.

All IMO, no advice offered and DYOR.

[leoboy] 22/11/2018 17:38

interesting article on Transportation Security Administration (TSA) / Thruvision :

[slicethepie] 14/11/2018 08:45

Stick to the shampoo

[red army] 13/11/2018 17:36

Shouldn't you be doing your homework?

[red army] 05/11/2018 15:29

Perhaps he/she is out of school :-)

[slicethepie] 05/11/2018 15:25

Your history in this stock is pretty poor...please clear off and bore some other posters!

[bprofit] 05/11/2018 14:01

The deal with the TSA is getting lots of press coverage both in US and UK.www.dailymail.co.uk/news/article-6350353/Airports-soon-roll-new-passive-terahertz-screening-detect-items-30-feet-away.htmlGood to see so much interest in the US. Metro stations, boarder control and now airports... I wonder when we will hear about projects in the UK.

[red army] 02/11/2018 15:11

Just buy then and look forward to a healthy return when more RNS come through.

[slicethepie] 02/11/2018 15:07

Not worried, have a decent position and hate not being able to buy electronically. Share your view this is still under the radar and still sitting on a decent cash pile!

[red army] 02/11/2018 14:38

Have added just now.

slicethe pie - why are you worried about a few points when this one is going to fly??

[slicethepie] 02/11/2018 14:28

Just left a limit order at 26.5 ...lets see if that works

[joecase] 02/11/2018 14:25

Halifax online was fine

[red army] 02/11/2018 14:24

There is no reason why you cant buy any of these as the market makers have plenty to s
sell.