Transense Technologies Share Discussion Threads

[nico115] 22/2/2024 11:18

Still think 10p cost price is a p##s take . No problem with options but not seen a zero or 10p price often .not with shares so much higher !!

[nico115] 22/2/2024 11:17

If Nigel earns 50k then that's a very fair point . What about the other directors ?As I said I have no major problem with ten options except I don't understand the 10p cost price . If salaries are much less than the norm then I'm v happy with this arrangement .

[shifter2] 22/2/2024 10:55

If they get us to 1.50 2 they deserve every penny
this was a basket case back from dead

[cousinit] 22/2/2024 10:55

Nigel Rogers as Exec Chair has a base salary of c£50k so Matt's point is pertinent.

I have a real issue with management teams that take chunky remuneration packages, receive regular option grants but rarely buy any shares (and certainly not in size).

The remuneration structure for TRT seems to incentivise long term value creation, which should align management with shareholders.

[mattjos] 22/2/2024 10:35

Directors salaries are quite low

[nico115] 22/2/2024 09:04

One thing I picked up on and didn't like is the options package.Quantum of shares and hurdle prices of 150p and 200p were fair and reasonable BUT Why do the directors make a profit from 10p ? This seems greedy to me ..thoughts please Mattjos?

[mattjos] 21/2/2024 19:31

Am particularly looking forward to when the company shortly reveals its data from incorporating the sensors into an e-drive train.
They obviously believe they are onto something, hence applying for Patent protection.

IF, as i believe will be the case, they can clearly demonstrate how using their sensors enables an e-drive system to consistently optimise Torque then there should be clear benefits for more accurate 'drive-modes, battery life, max performance.

e-drive is all about Torque, Torque, Torque. It is not about RPM (as an internal combustion engine needs to create torque).
Once you can accurately and consistently measure real-time, in-situ, Torque & feed that data back to the motor controller(s) in an e-drive system then you have the magic key to truly unlock electric motor optimisation. To date it is done by a fixed set of theoretical bench-top values pre-programmed into the controller & is sub-optimal.

There are going to be no shortage of 'big' companies keen to get their hands on this once the company further fleshes out their technical proposal with supporting data.

I value the shares at circa £2 ea. at this stage for a debt-free company with a technology already well proven in Aerospace, Military & Motorsport and therefore reman a committed buyer at what i believe to be a 50% discount to current true value.
of £1 coins for 50p .... in time it should prove to have been a case of £5+ coins for

As I know a precious few here do understand, the long-term potential is really quite mind-bending but so, so few people really understand this. If i had not spent over 20 years making electric vehicles, I would not understand this.
I really do hope management refuse any T/O approaches at such a lowly value and determine to keep at it. In time, these shares will be like rocking-horse sh1t to get hold of.

Ryan is a very enthusiastic, articulate & knowledgeable representative for the business - little wonder he is buying more shares on top of his options

[king1pin2] 21/2/2024 19:09

I should add that provided SCE can sort themselfs out what a fantastic investment that COULD BE. If only the management talked to the shareholders.

[king1pin2] 21/2/2024 18:48

AMT Indeed, The management team have done us all proud when you consider the backdrop of covid and world events, I remember talking about the merits of investing in Transense against Surface Transformations when our shares were 50p ish against Surface at 60odd.
Surface now sit below 10p so its a savage market for AIM companies but i do think we are still very under valued when you look at the potential growth in both Translodgik and Saw so have decided that the shares that i now hold will be kept for long term and IF the shares fall below the £1 mark again I might even buy more .
What would Magpie say ? Well i dont think the results would have impressed him but in saying that Translodgik and Saw progress is there for all to see.

[amt] 21/2/2024 16:49

I am in danger of going into profit at this rate

[mattjos] 20/2/2024 20:41

This company used to get near Zero coverage for many prior years and what it did get was always dismal & negative in its commentary.

Things are changing

[chester9] 20/2/2024 17:22

Link sent below and I've just tried it opens

[major courtenay] 20/2/2024 17:03

Some pretty good q & a in there. The fact that c. 20 questions were asked is, I think, indicative of the level of interest. Plenty of quiet listeners too, I’m sure.

The problem is we are just so fundamental when it comes to saw. There’s no bolt on option, so we’re either intrinsic to the machinery or we’re not there at all. But on the other hand, if we’re successful, it makes us one of the stickiest technologies going (for security of revenues)

[pugugly] 20/2/2024 14:08

Recording now available on IMC.

[nico115] 20/2/2024 11:31

Please send link as can't open

[mattjos] 20/2/2024 11:21

As mentioned in the video, the current mkt cap is underpinned by Cash + the future iTrack royalty stream.
In effect, the other strands of the business are in it 'for free'.
Folk might say the SAW side of the business is still too early to put any real value on but, the Translogik division clearly already has traction in the marketplace & with a regulatory tailwind + a clear managment focus on driving the sales , I believe it wrong to value it on a 'for free' basis.

Managment are rightly focussed on sustainbly growing the business according to the 'demand pull' from the market & the cashflowing in from the iTrack royalty stream.

The case for continuning to buyback loose shares from the market at these levels remains persuasive, imo.

[mattjos] 20/2/2024 11:01

here is the Investor Meet Presentation now available on YouTube:

TRANSENSE TECHNOLOGIES PLC - H1 FY24 Interim Results and Prospects

[king1pin2] 20/2/2024 10:22

hxxps://bnnbreaking.com/tech/transense-technologies-reports-10-revenue-growth-a-tale-of-strategic-investments-and-market-influence
Well worth a read

[scrapiron123] 19/2/2024 18:03

Good presentation today, worth a watch

[shifter2] 19/2/2024 17:43

Missed presentation but will logon shortly

Am ex transport manager myself O
License holder the need is defo there could easily turnover 2:4 million on its own

[chester9] 19/2/2024 17:23

We were effectively a start up in 2020 made me smile, forget about past..The message came across that they are more excited than in recent years with visibility on the opportunities that are opening up, some in near term by the pitch. They believe the share price is fully covered..Now the excitement must convert to continuing revenue growth to get share price past nov 21 price of 1.22. See what happens tomorrow. GLA

[mattjos] 19/2/2024 17:19

The discussion is far more commercial & sales oriented than ever they were historically.
Pity we have not yet snagged Michelin but, always damn hard for a UK company to sell to the French & they may just have a policy of always not doing what Continental do.
Attacking that next layer down in the Tyre market is key, imo.
Helluva lot of Commercial Fleet operators who have this legal duty to monitor vehicle tyres - a robust and accurate tool is essentiual for such companies.
Gone are the days of just going out with a pen and paper and a coin to check tread depth.
When we put our vans in for service at the local TC Harrison Ford, we now get back a Health Check report for each vehicle with this section in it:



This will become the standard for all commercial vehicles (inc LCV's) & we must ensure Translogik is front and centre of this market as it cascades downwards.

If even Melvyn is excited about the future then we all should all be!

[petethegolf] 19/2/2024 17:01

Encouraging messages from the presentation I thought?

[amt] 19/2/2024 15:07

Looks like good words and slashed forecasts. Look what happened to Bango when they cut their outlook
The market is unforgiving.