Trump etc are external and hopefully temporary factors in effect
OUR story is unchanged … time to top up or bury one’s head … or both … and wait! |
I can’t help wondering if we might have Trump and Vance to blame for some of this.
There is an aversion to risk building and it’s understandable why. |
.. and dowgate added more recently and still it goes down ! |
Another small director purchase |
IT systems upgrade mentioned, only 3 months left of this FY there which isn't long for an it upgrade. So a delay to it being implemented, and it will be running next FY. Great long term value creation! |
I think it’s as I discussed with Norman Smith a few years back. There will be no key breakthrough moment for TRT, but instead ongoing developments that slowly but surely drag Transense into higher and higher profitability. For newer holders, Norman was CEO some years back.
FWIW, this is the kind of thing I’m looking for to substitute the Bridgestone income. As such, it’s vital in a way as I can pretty much guarantee that Sawsense commercial development will always take longer than anticipated. |
Can’t mention revenue if non to declare …
But it’s another building block
such although strategically significant, the contract is not expected to have a material impact on earnings this financial year." |
No revenues ...seems like they are doing them a favour at cost basis to start them off.Yes surprised no revenue mentioned. |
No revenues mentioned but good news. |
Well done guys good news if we build it they will come |
Bodes well for Translogik. |
Couldn't agree with you more. Bottomed out, probably. I added at 135 unfortunately, would rather it was now |
What a wonderful opportunity to pick up shares in Transense at this level with a market cap at just over £17mil I find it almost unbelievable.
The fall from just short of £2.00 to £1.16 without any good reason is made worse when you consider that we have predictable forward earnings from Bridgestone for the next five years that would equate to around half todays market cap .
In my view today’s share price represents fair value for our forward bridgstone earnings and slow growth for translodgik with our Saw technology worth nothing .
Very strange indeed .
Oh I should add that I think we should be considering buying back some of our shares to offset share options granted . |
He bought more than me amt! I’m obviously a very small minnow in the TRT rockpool.
But then from small acorns etc.. |
Trouble is he bought a very small quantity so unlikely to help |
Can't get much more bullish than CFO's buying shares! |
More buys showing than sells and yet shares continue to fall this morning ! |
And they are putting in great efforts to ensure the probes go a long way to step up as Bridgestone steps down. Having both independent/plug in, and full software supported offerings. As well as increasing international distributors. No guarantees in life, but they’re certainly increasing our chances of success with each and every development.
The point at which the probe income outstrips the royalty income will be key. |
Most basic of all, there is almost five years of cash runway left before itrack royalty runs out so there is plenty of room for upside. I would prefer to see the share price going North not South but in the end this is an opportunity to buy into the future of some very promising technology With some big volume sticky markets |
Well as they say “ A investment in knowledge pays the best interest “ and most posters on this bb have this knowledge on where we are on our journey towards success.
In my view the management have hit every target set so although this fall was unexpected it’s not of the back of anything detrimental to the company’s future prospects, indeed you could argue it’s the opposite. |
We should also not be surprised to hear an announcement, for either Translogik or Sawsense. One of the things I’ve noticed over the years with a lot of successful companies is that when you first see share price gains after very long periods of decline and stagnation, they are almost always wiped out in a retrace. It’s almost like the market doesn’t want to believe, or is not able to believe, that it’s actually becoming a successful company. |
They presented at Mello last night so hopefully found some new buyers. |
Sellers are in charge 10k sell on 24th, 64k sell on 20th with multiple smaller sells. Company is going for it with increased headcount. With no news typically until a TU in July it leaves an uncomfortable void. The money is tight so execution has to be delivered. This market is very tough on no news and risk. I too did not sell but have watched the share price drop 40% from high. My mistake hopefully bottom in 122 was previous support. |
Could even see magpie back on board soon with the share price back below £1.20.
I had thought that the buy back was approved to prevent this type of very large fall but it will give investors a chance to double there money in the next year in my view . |
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