Transense Technologies Share Discussion Threads

[magpie59] 20/11/2018 12:31

It could yet be "all about Detroit"!

[drw1] 20/11/2018 12:30

We are currently in discussions with GE on three further industrial projects. We also have two current projects in the automotive sector which are progressing and we continue to provide instrumented torque shafts for US Motor Sport through our Joint Development Agreement with McLaren. In addition to our on-board marine torque prop shaft trial, which continues, we have also, shortly after the year end, received funding in conjunction with one UK university from a charity connected to a major financial institution, with the aim of developing a SAW based solution focussed on improving health and safety in the maritime transportation of fluids.

Don't write off 'sawsense'

[lfc4ever] 20/11/2018 12:17

if that happens it will be flying piggy in the middle.
I find it profoundly disappointing that all the sawsense stuff seems to have come to naught.

[drw1] 20/11/2018 12:12

Be kind of fun if we finally make it to profitability.

[magpie59] 20/11/2018 12:02

anyone still here who sat around the table at the time of the Bishop deal and pumped our own money in?

Yes. Up to my neck!

[sojourno] 20/11/2018 11:40

Yes, but declined the meeting as I had no money of any significance to offer at the time and money needed to be the whole purpose of the meeting. Nor did I want to be unnecessarily tied by the inevitable and necessary shenanigans of entities opposing our rebellion in case the first stage failed.
(Well, "no" actually!)
The BoD share the covenant in this, btw.

[lfc4ever] 20/11/2018 10:59

anyone still here who sat around the table at the time of the Bishop deal and pumped our own money in?

[wynterwilde] 20/11/2018 10:30

Blimey KenOne, I thought my 220sp average was bad enough!
Which leads on to the thought of what's the average average?
I know some of you have held for decades, I'm a newbie of around 6 years, bought in at 4.5 then built a stake at 12.0 shudda sold when it was 16/17ish but took my eye off the ball....

[drw1] 20/11/2018 10:26

It's a break-out based on improving prospects.
The hint's are there in the recent results.
Expecting more positive news.

[mattjos] 20/11/2018 10:23

Let's hope now this goes to print a series of ever larger nested Cup & Handles on the long term chart

[mattjos] 20/11/2018 10:00

It's a clear breakout from a 3-yr falling wedge .. given the timeframe of the wedge, I would expect it to be a powerful breakout

[kenone] 20/11/2018 09:45

Well done Fleet. I think we could at last have seen the bottom here. Onwards and upwards ! Only need another £3.50 increase to get to my break even !!

[fleet58] 20/11/2018 08:53

I picked up 10K this morning in 2 lots of 5K. I couldn’t buy 10K in one go.

[mattjos] 19/11/2018 18:32

Disagree. Very simple explanation. The final investor capitulation point was earlier this year. Anyone reading the thread could tell that.Criseren & Harwood have calmly hoovered up the whole lot & finncap absolutely assisted them in doing so.. now the sentiment is turning and there is simply no stock about & I doubt there will be much all the time this is trading below Criseren's initial purchase price.

[sojourno] 19/11/2018 14:55

That's the problem with letting a stock become oversold. MMs need to put the price back after ticking it down on paltry volume.

[mattjos] 19/11/2018 14:40

yes, quite correctly in demand & very, very hard to buy in size.

[drw1] 19/11/2018 13:47

Fair bit of strength in the price here.
53.14 IS THE SELLING price online.
None available to buy.
Expecting more news in the near term.

[wynterwilde] 19/11/2018 07:38

Mattjos......I really hope so! My average is 220.00.....😕

[sojourno] 18/11/2018 12:46

I think the BoD expects +ve cashflow sooner, going by the last fundraise.

[mattjos] 17/11/2018 21:53

correct. We cannot & must not persist ad infinitum as an R&D company.

Cashflow, profits & dividends must be management focus from here onwards.
Ok, we had to sell something in order to keep iTrack & iProbes in the incubator but, these are now nearly ready to walk for themselves & the combined Gross Profit margin is terrific & very likely to increase.

Sawsense is a medium term play ... 4-5 years away from any meaningful cashflow & I attach zero value to it today.

Dominate the off-highway market with iTrack and keep growing the iProbes into both off & on-highway segments. This has to be the strategy for the next 4-5 years.
I believe 2018 is the watershed and 2019 will see us well into profits.
With so few shares now in issue, the EPS figure will swing dramatically next year.

I believe we will see over 200p share price next year

[sojourno] 17/11/2018 21:20

We really do not want another fire-sale, nor do we want to be selling cows for beans! There are better ways of garnering liquidity and growth, and going some way to ameliorate past dilution, than contraction.

[mattjos] 17/11/2018 12:35

At some point one or more of these mining companies is going to say to CAT or Terex; "Can we order new trucks with the iTrack system already fitted from new"

That's pretty straightforward but, it's how the data monitoring is managed and provided that is interesting.
We could license out the Hardware to the OEM's on a non-exclusive basis and leave the OEM's to work out how they wish to integrate the system into their truck dashboards etc.

Collect a license fee on that but, retain the overall global monitoring services as an analytics provider & that data has a value both to the truck OEM's and the tyre OEM's & tyre service providers.

I'm interested to know if they can develop a smaller, cost-effective system for HGV's and buses as the next market.