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Can we focus on Face Masks today?
Share price movement today and newxt week is all about the face masks technology!
Hands, Face, Space
So the most important question in investors minds should be-if GyroMetric tech is disruptive, what is the existing tech to monitor wind turbines and other rotating shafts? The main monitoring tech is vibration monitoring, with few others thrown in (acoustic etc). However all of them are analog and do not measure ACTUAL displacement. Quite primitive compared to GyroMetric. The industry standard (at least for turbines) is Gram Juhls from Denmark. Please visit all the turbine manufacturer sites and note existing monitoring solutions-they are all mostly vibration based. GyroMetric tech is genuinely disruptive. As David Orton claims smugly in that interview, will we have our IBM moment? All above my opinions, please DYOR.
ORE describe Gyrometric Systems as a “GAME CHANGER”. Page 8 of 9 Summer 2018 edition mag below.
https://s3-eu-west-1.amazonaws.com/media.newore.catapult/app/uploads/2018/06/19104855/Circuit-Issue-13-web.pdf
http://media.oemt.de/Whitepaper_MSPI-2010.pdf
White paper on the research published few years ago, for anyone of that inclination. The gyrometric team is essentially pedigree academics teamed up with serial entrepreneurs, they have been working on this tech for over 20 years. Even one of the opportunities in a sector converted into a contract will be recurring revenue, across entire fleets of turbines or generators or cement manufacturing plants etc.
On GyroMetric section in recent update RNS : Gyrometric continues to develop products and is CLOSE TO reaching a MILESTONE on a product with significant market potential.
The “model” pursued by RMS has always been low cost base, and disruptive tech that has IP protection, and which can be scaled by way of licensing/adoption by bigger players. In GyroMetric this includes global wind turbine manufacturers like MHI/Siemens (only these 2 supply UK afaik), distributed energy (Clarke Energy), manufacturing (Tarmac etc). The latest torsional vibration monitoring has applications in automobile industry. Gyrometric kit is already sold via Turkish co Gani and German couplings giant Vulcan. Covid disrupted trials of its tech, these won’t be delayed forever.
Links to trials news
Trial with Tarmac-at Tunstead one of its largest EU sites:
https://gyrometric.systems/gyrometric-introduces-monitoring-technology-cement-production/
Trial with Clarke Energy-presence in over 38 countries and a game changer if adopted
https://gyrometric.systems/gyrometric-systems-distributed-power-generation/
Current product sales are direct to buyer and via two companies, Gani and Vulkan
Gani Gemi Turkish Co in marine, cement, rail industry:
https://gyrometric.systems/sales-agreement/
https://www.proactiveinvestors.co.uk/companies/news/904866/remote-monitored-systems--gyrometric-hails-two-significant-new-contracts-for-its-tech-904866.html
For me, GyroMetric remains as exciting as Pharm2farm. In a post Covid world, remote monitoring, reducing human contact and cost efficiency/prevention of breakdown will be renewed priorities, and GyroMetric will provide some of the innovative solutions. All above are my own opinions. Please DYOR.
https://gyrometric.systems/
I just feel like I should highlight the huge potential of GyroMetric (58% owned by RMS) given Pharm2farm seems to be hogging all the attention. The tech is essentially remote DIGITAL monitoring, using simple electronics plus algorithms to interpret the data. Gyrometric tech to summarise is :
1. Entirely digital (current tech analog)
2. ACTUAL displacement of ANY rotating shafts measured (current tech is mainly vibrations monitored)
3. Zero error/zero false positive
4. Wireless transmission via broadband (hence wide range of frequencies ie 0-20,000rpm)
5. Can be monitored remotely (existing tech needs human presence ONSITE-important in post COVID world)
6. Can monitor continuously (existing tech is periodic monitoring)
7. Can intervene ie shut down power to prevent damage or optimise power by changing gear etc (current tech CANNOT)
8. As huge amount of data accumulates, big data emerges (ie machine learning to improve quality of monitoring)
9. Fully patented algorithms in US and EU with global markets aimed for
24th Oct 2019 “ADSA” RNS added:
1. Initial calibration of the equipment
2. Worlds first tech to do BOTH using same machine: initial and subsequent continuous monitoring, hence zero error
Applications are pretty much ubiquitous but include energy sector (Wind, Distributed energy generation, nuclear, petrochemical) manufacturing (see Gyromon) , automobile (torsional vibration monitoring ref recent RNS), precision tooling (see GyroMech) etc.
Trials ongoing or in the pipeline include trials at ORE for a wind turbine. RMS had previously stated they intended to conduct two trials-with big turbine manufacturers. I believe this was two of the big three ie MHI Vestas, Siemens and GE. These trials have been delayed, recent RNS stated it was because of manufacturers priorities.
https://ore.catapult.org.uk/stories/gyrometric/
ORE Catapult is the UK's FLAGSHIP technology innovation and research centre for OFFSHORE WIND, wave and tidal energy, with over £500m in govt investment. “We deliver prioritised research underpinned by world-class test and demonstration facilities, collaborating with industry, academia and Government to reduce the cost of offshore renewable energy and create UK economic benefit.”
Boris stated weeks ago, that the UK can be the “Saudi Arabia” of wind energy. The UK offshore wind sector has ambitious plans to at least triple installed capacity (30GW) by 2030. By 2020, 10GW will be installed in the UK, 6.5GW in Germany, 2.2GW in Denmark and 1.6GW in the Netherlands.
Wind energy costs are dropping very rapidly. In the 2018-19 capacity auction, the “strike prices” for two big offshore windfarms came in at £57.50 per megawatt hour and a third at £74.75. These figures – the guaranteed price for the electricity generated – compare to Hinkley’s £92.50.