longtermBLVR
20 Apr 2016
Hannover Exhibition 25 April - Siemens Siemens will be exhibiting there...maybe a good opportunity to showcase their TRT-connected products?We will know in a few days!
longtermBLVR
20 Apr 2016
Re: positive article The full article follows -- my note - European MNational,GE rival = SIEMENS???In the world of investment there are no sure-fire winners - just oversold stocks where the risks are limited.Transense Technologies PLC (LON:TRT) fits into this ‘oversold’ category. Its market capitalisation is currently £5.4mln and it had around £4.6mln in cash at the time of the last results.Stripping out the cash you come up with an enterprise value of less than £1mln.In other words the market is saying Transense’s technology, protected by 38 patents, is worth less than £1mln.Moreover, investors currently rate the chance of commercial success at zero.As we will see later, the outlook is a little rosier than the share price suggests.Reasons to be cheerful Transense’s surface acoustic wave (SAW) technology is finally gaining some traction commercially.The firm is working with a roster of blue-chip partners, including giants such as General Motors, GE, Bosch and BHP Billiton.In fact, its wireless and battery-less torque sensor has been incorporated into products now being marketed by a large, unnamed European manufacturer.Meanwhile, in selling its IntelliSAW business to American manufacturer Emerson, it raked in £3.5mln ($5mln).The cash, along with the proceeds from a modest City fundraiser, will see Transense through to profitability.As well as providing a balance sheet boost, the Emerson transaction delivered something a little less tangible but equally important.It gave third-party validation of SAWsene, sensors that measure torque and temperature, or pressure and temperature.In the automotive sector, a huge market but a slow burner, SAWsense can be deployed to measure the rotational force generated by the drivetrain of a vehicle.The data generated might eventually help motorists and manufacturers pre-empt breakdowns, but could also aid fuel efficiency.Transense is already working with three major car manufacturers, including GM and the super-car maker McLaren, while there is ‘continuing interest’ from Japan.Gaining traction in the industrial sector In the industrial sector its wireless and batteryless sensor is used in large pieces of capital equipment found, for example in very large pumping stations and could also be deployed to monitor the condition of wind turbines.Transense technology is now embedded into industrial equipment being marketed by a large European engineering firm.Chief executive Graham Story isn’t allowed to name the company, though he says it is a Europe-based multi-national and a competitor to GE, another of Transense’s partners.While waiting for the automotive and industrial sectors to bloom into commercial life, Transense developed iTrack initially as a stop-gap revenue and profit generator.Used by the mining industry, iTrack was designed to monitor the health of tyres in large dump trucks that cost US$35,000 each to replace.But it has spawned a much wider array of data than first anticipated – information that can help with vehicle maintenance and route management.As mentioned above, the mining application was supposed to tide the company over until the full commercial roll-out of the torque sensors in the automotive and industrial sectors.But a downturn in the natural resources sector meant that mining firms weren’t willing to commit to the capital investment required for iTrack. Becoming a data miner?So, Transense has re-worked its strategy and reckons leasing the equipment to companies is the way forward.Longer term it wants to become a pure-play data specialist, providing information that will make a real impact on the productivity of a mine, saving diggers tens of millions a year.iTrack and the company’s Translogik tyre inspections probes business will likely be the main revenue generators in the next couple of years.The company’s broker finnCap is predicting Transense will post sales of £2.1
forwardloop
20 Apr 2016
positive article [link]
longtermBLVR
06 Apr 2016
Re: Siemens - Emerson? someone bought 7mln shares yesterday. Just because the SP dropped a bit does not mean much, if you consider there are more buys than sells (as shown by the SP of the trades). The market maker is playing with the spread to make some extra profit, pending announcements (no price moving RNS since last December).
jgrjgr
06 Apr 2016
Re: Siemens - Emerson? Hopefully will happen soon! - currently looks like TRT share price is going down the plughole!!
longtermBLVR
06 Apr 2016
Siemens - Emerson? According to the below extract from a Reuters article, EMERSON (buyer of IntellSAW in Oct15) may sell out part of its electrics business to Siemens (meaning Siemens would be the user of TRT's sensors)!Siemens AG (SIEGn.DE) has approached Emerson Electric Co (EMR.N) to explore buying the network power business that the U.S. factory automation equipment maker is looking to shed for as much as $4 billion, people familiar with the matter said.Emerson said last June it planned to spin off the power business to concentrate on its industrial automation operations as well as its commercial and residential heating and air conditioning divisions.Emerson's network power business provides equipment and services that stop mission-critical systems from failing, including surge prevention, uninterruptible power supplies and precision cooling.Its main customers are operators of data centres and telecoms networks and energy providers and its main rivals are Eaton (ETN.N) and Schneider Electric (SCHN.PA). Siemens could combine the business with its power-distribution activities.Emerson, also exploring options for the rest of its non-core businesses, is talking with private equity firms, including Platinum Equity LLC, about a sale, the people said, which would be simpler and less risky than a spin-off.Other companies have also expressed interest, according to the people.There is no certainty over which course of action Emerson will pursue and no deal is likely until later this year, the people said, asking not to be identified because the negotiations are confidential.Siemens, Emerson and Platinum Equity declined to comment.
longtermBLVR
22 Mar 2016
Re: Huge rises? Just a few buys...still waiting for the big announcement on the industrial partner, probably SIEMENS!!!A few more weeks.
jgrjgr
22 Mar 2016
Huge rises? Hugely up yesterday/today - whats going on?
longtermBLVR
15 Jan 2016
GE's Industrial Internet - maybe TRT is therein? (link at the end)General Electric is getting a lot more than $5.4 billion out of the sale of its appliances business. That's how much China's Haier is paying to take the refrigerator and washing machine division off the industrial conglomerate's hands. It's certainly not chump change. In fact, the price tag is about $2 billion higher than what GE was set to get from Electrolux before antitrust pushback forced it to scuttle that deal last month. But the actual dollar value is less important than what this deal means for the transformation of GE. Selling the appliances division was vital to CEO Jeff Immelt's dream of a new GE that's focused on its industrial core -- with an eye to the future. The once-steady-as-she-goes conglomerate has played the maverick of late: shedding the bulk of GE Capital, completing the $10 billion purchase of Alstom SA's energy assets, investing in digital operations, moving its headquarters to the more tech-friendly Boston and now, getting rid of the lower-margin appliances business. Busy YearGeneral Electric has occupied itself with a massive acquisition, a massive breakup and a massive transformation.These changes will allow GE's best-in-class business of building everything from turbines to airplane parts to get more of the credit it deserves and make way for new efforts that are more exciting and profitable than refrigerators. To that end, the deal with Haier had a second part to it that didn't get as much attention amid the hype over the $5.4 billion price tag. GE and Haier also announced a long-term strategic partnership centered on health care, advanced manufacturing -- and most important, the so-called Industrial Internet. GE's Industrial Internet business is focused on providing big data analytics that can help lower operating costs, improve performance and lengthen asset life in the equipment it sells. If everything from thermostats to speakers are becoming digitized, it's only logical that industrial machinery should follow suit. GE is well ahead of its industrial peers on this, and it has no intention of letting anyone catch up.The newly minted digital division is set to report $5 billion of revenue for 2015, according to the company. That's a small slice of GE's overall sales, but more revenue than the likes of Adobe Systems or Cerner can claim and not that far off from what Salesforce.com will bring in for 2015. Just let that sink in for a second. GE has only been advertising itself as a digital company for a hot minute and already it's giving some of the bigger players a run for their money.GE's Coming for YouThe industrial company is already in the software big leagues.GE says it wants to make the digital unit a top 10 software company by 2020. It's already planning on making acquisitions to augment the Industrial Internet business as part of a $10 billion M&A budget over the next two to three years. The partnership with Haier -- in which the Chinese operator will help execute GE's Predix cloud-based platform -- along with the freedom to focus on digital sensors rather than old-school toaster ovens, helps push GE further toward that goal. [link]
longtermBLVR
16 Dec 2015
Re: Translogik wins contract with Continenta... Price drifts south on little volumes but shoots upwards on big volumes - and this will be the pattern for 2016 - plenty of announcements to come next year, with major one being the European OEM using TRT sensors in mass production (hopefully by interims' release in March).Price should be around 3p when this deal is announced. And still many deals/trials being worked on.Patience is needed. The co is slowly but surely strengthening its market presence, despite competing against giant rivals.Have a Prosperous 2016!
jgrjgr
16 Dec 2015
Translogik wins contract with Continental Single sale snippet of the share price rockets 20% – hopefully many more to come in 2016 – the price might even get back to the 1.5p of the last cash callJR
longtermBLVR
22 Oct 2015
TRT target price Finncap has had a TP of 3.50p on the Co since end of June...Maybe people are slowly waking up to the potential?
longtermBLVR
22 Oct 2015
Re: scenario nice to see the Director's vote of confidence!So...6 mln in cash and about the same in market value...!overheads of 2.5 mln pa so enough cash to sustain the Co for another 2 years minimum ASSUMING NO RISE IN SALES!We need Sales to rise from 1 mln to about 4 mln for breakeven...how long will this take? 1 more year?
Barrington58
20 Oct 2015
I am sitting patiently watching the tumbleweed being blown down the street. Come on TRT !!
longtermBLVR
08 Oct 2015
Michelin iManage - from TRT site[link]
