Trackwise Designs Share Discussion Threads

[jangaman] 22/1/2021 07:45

On the plus side they still have an OEM agreement in place that could generate up to 38million in revenues, they are ramping up production and have a growing pipeline of customers...

[longshanks] 22/1/2021 07:40

Can't disguise the fact that this is actually a profit warning and the share price will be marked down accordingly.Non-the-less, few of us are invested for what they are doing currently. All eyes are on the future opportunities so any weakness will be brief.

[andyview] 22/1/2021 07:22

We are in discussions with an ever growing number of potential customers and the opportunities ahead of us in our primary target markets and the longer-term prospects for Trackwise continue to grow."

Positive outlook with an increase in production capacity coming. Cash in the bank too.

[amt] 22/1/2021 07:11

The pipeline of revenue opportunities across the primary target markets of Electric Vehicle ("EV"), Medical and Aerospace continues to grow. IHT total customers and opportunities had risen to 87 at the year end.

That's all that matters plus breaking even which appears to be the case

[viking24] 21/1/2021 13:13

With Biden throwing Billions at the EV sector and implementing new targets for the industry, the timing of Arrival's IPO via the SPAC CIIG, the sector will continue to move forward very fast during 2021. Would further order confirmations from TWD and expansion.Buying more

[andyview] 21/1/2021 10:21

Good to see a it of volume back here today and upward movement in the price...

gla

[viking24] 15/1/2021 12:44

More bullish comments and read cross from the EV sector.A Blue Senate is very bullish and a potential 'game changer' for Tesla and the overall EV sector in the US, with a more green-driven agenda now certainly in the cards for the next few years. We believe a doubling down on EV tax credits and further consumer incentives and government initiatives around the EV sector will be on the horizon which is a major positive for Tesla, GM, Rivian, Fisker, and other auto players/EV supply chain (QS, etc.)," previews analyst Dan Ives on the new DC Setup.

[viking24] 15/1/2021 12:24

With Arrival IPO ( through merger with SPAC CIIG ) coming up and further news flow, the next couple of weeks should be very interesting for TWD and one should buy more in a stock which is highly geared towards the EV sector.

[viking24] 14/1/2021 14:29

Agree, would buy now before Joe Biden's speech today, which will be very "green" and EV orientated." Thanks to the cheaper microfactories, the company is aiming to sell its electric vans and buses at around the same price as diesel equivalents. In the U.S., where Joe Biden's administration wants to fully switch to EVs by 2030 for buses built there, a vehicle that's 39 feet in length would cost less than $450,000, Sverdlov said in a conference call last month."We got Apple etc entering the sector. Arrival's IPO will do extremely well and TWD will have their Name and Profile featuring all the way up!

[andyview] 14/1/2021 14:24

Primed for a move back up...such a growing area.

gla

[viking24] 12/1/2021 15:37

French automaker Groupe Renault and U.S.-based Plug Power PLUG +16.5% today announced a memorandum of understanding to create a stand alone joint venture that will develop, build and market electric fuel cell light commercial vehicles (LCVs). The move is new evidence of growing momentum for a technology automakers once hoped would replace batteries as the power source for electric vehicles, only to fall out of favor due to concern over a lack of refueling infrastructure and safety surrounding the use of flammable hydrogen.But Plug Power, headquartered in Latham, N.Y., outside Albany, has emerged as the leader in developing fuel cell systems, having deployed more than 40,000 such systems, and has built 110 hydrogen refueling stations. That's a big reason Renault decided to join forces with Plug Power as it looks to create fuel cell powered light commercial vehicles for business-to-business customers in Europe based on its Master and Trafic truck platforms. MORE FOR YOUStudent Loan Forgiveness In Next Stimulus? It Doesn't Mean There's Growing Support To Cancel Student Loan DebtPick Bloom Energy Over FuelCell Energy To Play The Fuel Cell Space?Nio, Xpeng & Li Auto: Which Chinese EV Stock Should You Pick?The other reason, said Renault's executive vice president of engineering, is that while the goal is to meet strict European emission standards with electric vehicles, batteries simply aren't up to the task for vehicles Gilles Le Borgne calls "kind of big animals" carrying payloads of more than four tons with 20 cubic meter volumes.Le Borgne says fuel cells provide necessary power for light commercial vehiclesGilles Le Borgne, Renault Executive Vice President, Engineering © YVES FORESTIER"For those light commercial vehicles you really don't have a solution with BEV because you would need a lot of battery on board, a lot of energy, more than 100 or 120 kilowatt hours and that doesn't make any sense in terms of cost or in terms of weight," said Le Borgne in an interview. Indeed, while sentiment has grown fairly cold for using fuel cells in passenger vehicles, Plug Power CEO Andy Marsh says the technology is a perfect fit when it's not feasible to wait around for a battery to recharge, which is why the B2B market is embracing it."Really folks have been realizing in very intense applications where you want your asset always working, fast charging, fuel cells can fill up in 5-6 minutes, can get twice the range and you also have greater density for packaging," said Marsh in an interview.Plug Power is based in Latham, N.Y. Andy Marsh, CEO, Plug Power PLUG POWERThe companies said the joint venture is expected to launch at the end of the first half of this year and will create an Innovation Center in France. The target is to capture more than 30% of the fuel cell-powered European light commercial vehicle market. de Meo says the JV will help build a unique end-to-end fuel cell value chainLuca de Meo, CEO of Renault AUGUSTIN DETIENNE"This joint-venture project is fully aligned with our strategy to offer market ready H2 solution for LCVs," said Renault CEO Luco de Meo in a release. "With Plug Power, we will build a unique end-to-end fuel cell value chain and offer turnkey solutions for customers including vehicles, refueling stations and decarbonized hydrogen delivery."Specifically, the JV will:Establish a "vertically integrated" fuel cell stack and system manufacturing center in France that will also provide hydrogen refueling stations.Create a hydrogen vehicle "eco-solution company" offering to customers vehicles, hydrogen and hydrogen fueling stations.Commercialize fuel cell LCVs in Europe later this year with a pilot fleet"It will be a full holistic service we offer our customer," said Le Borgne. Renault will produce a fuel cell version of the TraficRenault Trafic, light commercial vehicle. JEAN-BRICE LEMALFor Plug Power, the deal with Renault comes less than a week after announcing a $1.5 billion investment in the company by SK Group, a South Korean business group. In the Jan. 6 announcement, the companies said they are forming a "strategic partnership to accelerate hydrogen as an alternative energy source" in Asian markets and are forming a joint venture by 2022 to support those markets. SK is making its investment in Plug Power through the purchase of about 51.4 million shares of common stock. Terms of the deal with Groupe Renault are not being disclosed at this time, according to a spokesman. It all amounts to new energy for fuel cells-not as competitor to batteries, but as an additional and necessary source of electric power more suitable for certain applications says Plug Power's Andy Marsh, because "when I look at the world, the world is going electric."

[andyview] 11/1/2021 15:19

To buy that is in case there were any doubts.!

[andyview] 11/1/2021 15:10

Appears I'm not the only one who can't resist at these levels...


gla

[viking24] 09/1/2021 14:58

Shares of Hyundai Motor soared on Friday on the news that it is in talks to join with technology icon Apple to make a self-driving electric vehicle.But one analyst says even if those talks come to fruition, Apple AAPL, +0.86% still may reach deals with other automobile makers - and possibly even Tesla TSLA, +7.84%."We believe based on our investor conversations over the last few weeks that many on the Street would rather see Apple partner on the EV path, than start building its own vehicles/factories given the margin and financial model implications down the road, coupled with the strategic product risk around such a gargantuan endeavor," said Dan Ives, the veteran tech analyst at Wedbush Securities.

[adorling] 07/1/2021 13:10

superb cup and handle chart formation now - should see another strong leg up from here.

[andyview] 07/1/2021 12:33

Agreed nw99, one to tuck away

Gla

[viking24] 06/1/2021 13:18

Wedbush Securities analyst Dan Ives says the impact of the Georgia Senate elections is a clear negative for Big Tech.?Meanwhile, a Blue Senate is seen as positive for the electric vehicle sector. Ives and team believe a doubling down on EV tax credits and further consumer incentives and government initiatives around the EV sector will be on the horizon. Tesla (NASDAQ:TSLA), Fisker (NYSE:FSR), Nikola (NASDAQ:NKLA), Rivian (RIVN), Lordstown Motors (NASDAQ:RIDE) and supply chains companies could all benefit.

[andyview] 05/1/2021 16:06

Gift and horse spring to mind...I’ve added

Gla

[viking24] 04/1/2021 16:29

Strong rally in Chinese EV stocks:The optimism is largely tied to raised expectations on China demand, according to Wedbush Securities. "China remains a greenfield EV market opportunity as we believe overall EV sales can potentially double in the region over the next few years given the pent-up demand for EV vehicles across all price points," notes analyst Dan Ives."We believe China (coming off what looks like a robust November/December) could see eye popping demand into 2021 and 2022 across the board with Tesla's flagship Giga 3 footprint a major competitive advantage, as domestic players such as BYD, Nio, Xpeng, and Li also are also firing on all cylinders and just scratching the surface of the overall TAM in China," he adds.

[nw99] 04/1/2021 10:49

It's a 2021 winner

[andyview] 04/1/2021 10:04

good start to the trading year...solid buying this am.

gla

[montynj] 04/1/2021 09:22

Chart looks v positive

[andyview] 31/12/2020 12:25

couldn't resist, added a few more today.

gl and happy new year all

[andyview] 31/12/2020 10:46

A bit of a retrace today but more momentum expected in the new year imho.

Possible to buy and sell at 3.20 at the moment...

gla