Transense Technologies Share Discussion Threads

[joeblogg2] 16/8/2016 10:47

can sell 650k @ 1.79 with barcs, but need a lot more than that to b/even. Can anyone explain this: the board has taken advice on steps which may be taken to eliminate the accumulated deficit on reserves through a capital restructuring exercise and intends to bring proposals forward at the Annual General Meeting later this year.

[amt] 16/8/2016 08:04

Let's hope they record it so long suffering private investors who have helped the company survive can see what the prospects are.

[drw1] 16/8/2016 07:07

Notice of results and analyst presentation.
A positive message to present I speculate.

[dieseltaylor] 15/8/2016 09:19

Reminded me that Downer are very big boys and own Otraco. Must be nice to have an edge when providing facilities to mines.

[major courtenay] 11/8/2016 21:38

Probably just noise. Or maybe the gradual nearing of the September report.

[lancasterbomber] 11/8/2016 19:45

Se big trades today along with 16% increase any reasons?

[drw1] 11/8/2016 08:11

Market makers short of stock here.
No online availability at the advertised price.

[sojourno] 10/8/2016 20:59

dt... The obvious solution is to pair up with a GPS Co like Garmin (local here). Cyclists use a lot of GPS and even exchange route data, they love metrics so extending it to torque and tyre pressure performance data is pretty bloody obvious to me!
The power requirements for 433Mhz short range are so low I doubt a dynamo would be needed for a day of fun, tea and cake followed by a few jars pouring over torque output and who faded on the hills....

[dieseltaylor] 08/8/2016 12:59

Of the conglomerates I found in my Wiki search the Siemens range of products seems the tastiest. They are big in machine monitoring and I saw on the web from a couple of years back a presentation.

The installed base must be pretty darn large given they have been big boys for a very long time. I make the assumption that there are retro-fit possibilities as at the end of day it is a Schott encased sensor attached to a rotating shaft with a remote power and reading source. If it works in a car the odds of a factory setting would seem less of a challenge.

Attaching the sensor directly to a shaft may be more difficult than I think in situ but I am sure the good German company Schott is interested in this aspect as much as anyone as the potential is vast.

Out of curiosity does anyone have a clue on whether a battery powered transceiver would last taking readings a ta reduced rate? I was thinking of the bicycle application. On reflection though a small dynamo might be sufficient,

[sojourno] 05/8/2016 22:31

Announcements are helpful when it comes to raising funds, but I don't mean a preceding flurry of gifthorses but a company with a good track record of honest sustained news flow can keep interest high and dilution low.
I'm not convinced TRT can ride that wagon after JP and Co screwed the pooch.
We'll just have to wait for GM and GE... and Siemens?
And I have to be honest, I still think that despite the 8x dilution there's still plenty of upside. We're at 12p in old money FFS.

[piggyinthemiddle] 05/8/2016 09:48

I`m sure you are both right! :-))

[dieseltaylor] 05/8/2016 09:25

piggy - The nature of any announcements is significance. An initial order is significant enough for an announcement, succeeding orders would not be announced.

You may appreciate that if every company announced every sale that the stockmarket
reporting systems would collapse. I am sure somewhere there is official guidance on reporting which will help.

There is incidentally a cost to getting official announcements approved by your professional advisors so it is not actually that helpful for the company coffers even if it made shareholders more content.

[drw1] 05/8/2016 08:42

Yet piggy they say in the recent trading statement there has been a pick up in probe sales in the last half year-maybe someone might buy enough to warrant an RNS SOONER or later.

[piggyinthemiddle] 05/8/2016 08:01

Yes,they liked it so much they bought 85 eight months ago.
I`ve given up on Translogik for the moment but the GE news bodes well.
If we could just get GE or GM to announce formal adoption of our technology,we`ll be up and away!

[dieseltaylor] 04/8/2016 18:57

I see Continental are currently having a push on truck tyres and tpms and it reminded to check for this:


Always encouraging knowing the big boys like our kit.

[dieseltaylor] 01/8/2016 10:52

I included GE and GM to give a sense of scale and then you can work your way through and see who looks most likely to fit the profile. My position on GM is I think they are awaiting Ford and possibly Chrysler to come on-board. This bear in mind because Ford and GM co-operate in gearbox design and assembly.

All information taken from Wikipedia. I think GE have divested some stuff since their entry was up-dated.

GM

Products
Automobiles
Automobile parts
Commercial vehicles
Production output
Increase 9,958,000 vehicles (2015)[3]
Services
Vehicle financing
Revenue US$152.35 billion (2015)[4]
Operating income US$5.346 billion (2015)[4]
Net income US$9.687 billion (2015)[4]
Total assets US$194.52 billion (2015)[4]
Total equity US$39.87 billion (2015)[4]
Number of employees 216,000 (2015)[2]
Divisions Buick
Chevrolet
Cadillac
GMC
Subsidiaries
List
[show]
Website gm.com

GE
Products Aircraft engines Electrical distribution Electric motors Energy Finance
Gas Health care Lighting Locomotives Oil Software Water Weapons Wind turbines
Revenue Decrease US$ 117.38 billion (2015)[3]
Operating income US$ 8.186 billion (2015)[3]
Net income US$ -6.126 billion (2015)[3]
Total assets US$ 493.10 billion (2015)[3]
Total equity US$ 98.300 billion (2015)[3]
Number of employees 305,000 (2015)[3]

Siemens

Products Power generation technology, industrial and buildings automation, medical technology, railway vehicles, water treatment systems, fire alarms, PLM software
Services Business services, financing, project engineering and construction
Revenue €75.63 billion (2015)[1]
Operating income €6.04 billion (2015)[1]
Net income €7.28 billion (2015)[1]
Total assets €120.34 billion (2015)[1]
Total equity €34.47 billion (2015)[1]
Number of employees 348,000 (2015)[1]
Divisions Process Industries and Drives, Digital Factory, Energy Management, Healthineers, Mobility, Power and Gas, Power Generation Services, Wind Power and Renewables, Building Technologies
Website www.siemens.com


ABB
Products Power, Automation
Revenue Decrease US$35.481 billion (2015)[1]
Operating income US$3.049 billion (2015)[1]
Profit US$1.933 billion (2015)[1]
Total assets US$41.356 billion (2015)[1]
Total equity US$14.481 billion (2015)[1]
Number of employees 140,400 (2015)[1]
Website www.abb.com

ALFA_LAVAL
Revenue SEK 28.652 billion (2011)[2]
Operating income SEK 4.691 billion (2011)[2]
Profit SEK 3.251 billion (2011)[2]
Total assets SEK 34.503 billion (2011)[2]
Total equity SEK 19.359 billion (2011)[2]
Number of employees 16,050 (end 2012)
Website www.alfalaval.com

Bosch
Products Automotive parts, power tools, security systems, home appliance, engineering, electronics
Revenue Increase €70.6 billion (2015)
Owner Robert Bosch Stiftung (92%)[1]
Number of employees 375,000 (as of December 31, 2015)
Subsidiaries BOSCH Ltd.
Website bosch.com

CNH
Products
Agricultural Equipment
Construction Equipment
Trucks and Commercial Vehicles
Buses, Special Vehicles
Industrial and Marine
Powertrains
Revenue Increase USD 26.4 billion [1] (2015)
Profit Increase USD 234 million [1] (2015)
Total assets USD 49.117 billion [1] (2015)
Total equity USD 7.217 billion (2015)
Owner Exor (26.94%) [2]
Number of employees 64,391 [1] (2015)
Website CNHIndustrial.com

[drw1] 01/8/2016 10:25

I also wonder if the EU industrial conglomerate will be taking a licence agreement?

[dieseltaylor] 01/8/2016 09:42

Interesting to work through the possibilities and the probabilities of who the mysterious EU industrial conglomerate.

[dncleaver] 01/8/2016 09:26

Completely OFF-TOPIC, but I make no apologies for that .... This topic concerns us all and the following video needs to be watched by every single person in the UK:-

After watching this, I defy anyone to put forward any serious arguments as to why leaving the EU is such a bad idea! .... On the contrary, we are all likely to look back on this period of history and conclude that it was the best move we ever made!!

[dieseltaylor] 29/7/2016 19:43

Any extension of RFID I think is beneficial for TRT. MESNAC make the RFID tags we sell. The big benefir though is it helps sell the MK2 reader.

[dieseltaylor] 27/7/2016 22:39

One of the long thought, and sought uses, for torque sensing. However the NM figure seems pretty high ... but then it would be high on a wind turbine.

[amt] 25/7/2016 15:34

That article is very relevant to Seeing Machines as it's their technology that it refers to in the Cadilac, that is the driver monitoring system. I have been buying since I think the potential for driver monitoring is enormous and theirs seems to be the leading system in that area. Monitoring eyes so they can see what the driver is looking at and how alert he is, marvellous technology.

[sojourno] 25/7/2016 14:12

Interesting article on GM's approach to tech. Probably has some meaning for us.

Why GM Is Holding Back Its Bleeding-Edge Tech For Autonomous Vehicles

[dieseltaylor] 20/7/2016 11:01

By the same token Einstein the previous track record of newsflow may not be an accurate prediction for the future : )

However on an analytical basis we could probably guesstimate the number of potential partners, and the likely number currently playing with it. On the SAW front we can consider majors, and of course tadpoles. Perhaps a maximum field of 50 firms?

The tyre side as with the pressure monitoring tools we know that there are x tyre majors currently using it and it is likely to continue to expand because we also have to consider an eventual replacement market. I am conscious that potentially there are other sensor systems but we need to bear in mind that Mark 1 eyeball is needed for looking for cuts and bulges in the tyre wall so even the automating of temperature sensing into tyres is never going to remove a need for this aspect of tyre control.

There is also the possibility of selling directly to fleets through Spinnaker etc.

As to the dump truck market it seems that the buying decisions are made at the individual mines. In the background the mine managers will already be aware of which makes have been approved for use. Anyway the market size for open cast mine complexes must be a couple of hundred plus.

So the result of this faffing around is to see news sources as around 250 news potentials of which most would seem to love being discreet!! : )

The good news though is that the people we deal with and the size of the orders are significant, and perhaps most importantly will not be one-off orders.

Sorry to be humouring myself but it does help me frame how often one might expect news and it seems we rate at a level equivalent to a shipyard! So I am not going to fret over the frequency. Odds say the next announcement will be a Translogik.

[dncleaver] 20/7/2016 10:58

Happy to continue being patient.