Transense Technologies Share Discussion Threads

[amt] 12/11/2018 07:41

drw1. You would have thought so but I have been thinking that and others saying that for years and yet new contract announcements are painfully slow and mining companies don't appear to want to finance it so its not a great business model when cash is at a premium.

[drw1] 12/11/2018 07:34

Impressive the complimentary validation they give to the Itrack system.
Surely this can only help the case for adoption at other mines without the need for trials.

[amt] 12/11/2018 07:29

At last a contract but doesn't give any revenue numbers which is disappointing. Also sounds like it's not going to help short term cash flow.
From the Financials
The Board are however aware that the effect of increased demand for iTrack services will put pressure on working capital due to the timeline between investment and recoupment.

[wynterwilde] 12/11/2018 07:09

Nice! Well done team.

[arthur_lame_stocks] 07/11/2018 15:25

I remember being told that if turnover stayed at the same level they would be cashflow neutral. Well turnover has stayed at the same level and they are still burning bucketloads of cash.

[sojourno] 07/11/2018 15:06

Ok, thanks. FWIW I think they simply miss their targets.
I don't feel anywhere near as mislead by this BoD as the old.
To be frank, it's still volume production of sensors we're looking for.

[arthur_lame_stocks] 07/11/2018 12:49

No, i'm calling the board liars.

[sojourno] 07/11/2018 12:42

A_L_S... Are you calling me a liar?

[arthur_lame_stocks] 07/11/2018 11:54

Prophet? What Prophet? That's not a word you associate with TRT lightly.

More like spewed out of the mouths of liars.

[sojourno] 07/11/2018 11:48

It's simply that the last fundraising was small but deemed necessary.

[monty68] 07/11/2018 11:38

brought do0wn from the mountains by the Prophet>>>>>>>>>>>>>>

[sojourno] 06/11/2018 18:32

That's just moderate organic growth. I'm not yet convinced it'll see the Co in a sustained cash positive trajectory in time.
We need paradigm shifting visibility written in stone.

[drw1] 06/11/2018 14:45

In the short term looking for news on potential partnerships and how this might speed along Itrack adoption.
Expecting continued momentum with probes.
Hoping new licence opportunities materialise.
There is a roadshow presentation on the website which is an interesting read.

[sojourno] 06/11/2018 13:43

drw1... I see GE licensing revenues expected in the "medium term", whenever that is, but nothing else except insufficient growth.
I note also that there's a lot of mention of innovative products but the thoroughly tried and tested aspect hardly gets a mention, esp on the website. Headlining innovation is fairly pointless, even a negative, if the specification is advertised and the sector wants performance and reliability. Methinks.

[arthur_lame_stocks] 05/11/2018 07:33

It'd be about time.

[drw1] 05/11/2018 07:07

Don't worry Ken, I Think we will hear something positive soon-the hints are there in the results.
IMHO

[sojourno] 04/11/2018 21:50

Ken... Last posted Oct 11, very recent for their frequency!

[kenone] 02/11/2018 15:59

Where has GLOBE got to ? I am totally in agreement with his previous concise summing up of the state of play here.

[dncleaver] 12/10/2018 10:37

I lost faith in Walbrock's analysis on the very first line of the introduction, when he described Transense as "an auto parts manufacturer".

[major courtenay] 11/10/2018 23:33

I’m not sure Dullbrock82 even merited a response. I don’t think I’ve seen a more bland, cobbled together effort since Holmes and Weir had to deliver a second form history report having spent the whole lesson playing with dungeons and dragons figurines.

Underwhelming and slightly embarrassing.

[mattjos] 11/10/2018 20:50

Up on a dog day

[sojourno] 11/10/2018 20:17

Walbrock82... We've known revenue to be lumpy for some time. TBH though TRT is much more about the medium term: Deciphering the GE and GM known unknowns would be more interesting.

[mattjos] 11/10/2018 16:27

875 shares, ForK, was all I could squeeze out of Fincap

[mattjos] 11/10/2018 16:19

zero stock available online for much of today & still cannot get a price for 1,000 let alone 10k

[monty68] 11/10/2018 15:52

Wynterwilde. Could be,I will be asking for details at next meeting.