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thanks Forrest and Dicko - all seems to be moving in the right direction. Long may it continue
https://www.aircargoweek.com/iag-cargo-offers-customers-new-end-to-end-monitoring-service/
Tweet Just now from Starcom - news via its distributor Carosignal
Check Starcom's latest tweet - confirms Cargo Signal are using Kylos in a partnership with the massive IAG Cargo. IAG delighted to be enhancing their services through the partnership. Could be massive...
Nice article shandy: "Given that approximately 40 per cent of total cargo between China and Europe is high-value product, the Trans-Eurasian Land Bridge offers new opportunities for rail to win traffic from the air and sea transport sector. The work of the CCTT and the Belt and Road Initiative are enhancing these opportunities." Starcom on CCTT with Lokies as the key product!
It's great entertainment when folks pop up calling long term holders who post detailed, factual information - the 'pump crew', every time the share price is moving positively. At the same time, cringingly transparent.
https://www.globalrailwayreview.com/article/75791/trans-eurasian-one-belt-one-road/
this article shows how extensive the rail network is and Starcom has a seat at the table. Growth potential is massive
Try telling that to riddler etched.
No need to pump this stock, just inpatient people!
If you think any of those positive / longer terms investors would sell at 1.5p you must be crazy . .
hmmm 500,000 sell right after the bell. Is that the pump crew offloading.. we'll never know?!
Hopefully we get a nice RNS informing us of some large solid contract going through! Has been some build up over the last few months, and with the earlier post from riddler things look good!
Or a few?
Something is definitely brewing!
I sense a monster RNS coming !
Shandyp
Well found. It makes a change to see "Starcom" credited.
T
http://transtelematica.ru/projects/kontrol-bezopasnosti-gruzoperevozok-zh-d-transportom/
On this link you can clearly see the Lokies product - even says Starcom on it (nb don't do the translate to English else the page changes).
All looking good
thanks Timbar.
Have to say I got quite excited when Lokies was launched and I think the rns back in April said 1st orders had been taken. Since then we've heard nothing. Hopefully, its progressing well and as you say there is clear demand for the product.
Would be nice if CEO updated us on progress
Good write up! also the new cargo signal link up with IAG. Lots going on in the background just need something to land
Been doing a bit of research on Lokies and the Star tie up with the CCTT (Coordinating Council on Transsiberian Transportation .For those of you who don't Star have recently joined the council ,so why is this so important as the name suggests this is the body that organises and arranges rail freight along the new European Silk Road (basically a rail link between europe and China ) At their recent meeting two of the items discussed were the new legislation that requires all transit cargo travelling through Russia to have an electronic seal or lock .It must carry a tracking device that is compatible with the Russian GPS system (Glonass) See the official Russian CCTT website the details of the meeting are on there.
So why is this significant for Star ? Well they are the only ones I can find who produce this and they have just joined the council.So my guess is that Star are going to be the ,or one of the approved suppliers .Soon it is going to be necessary for every container travelling through Russia to China to have one of these .At present there are 1 million containers a year travelling through Russia (20,000 a week) and this is due to increase fourfold by 2024 .Stated in a recent interview by the chairman of CCTT who incidentally signed Stars certificate of membership .It is also worth noting that it is 2-3 days quicker and 50%-80% cheaper to transport via rail than by ship ,which is what is going to drive growth .
Now if I was an exporter sending something through Russia on this route I would want to make sure I brought a seal that met all of the requirement LOKIES !! I wonder what one would cost $100 ? Could be a lot more as there is no real competition at the moment .
Say it was $100 and we sold 10,000 = $1million say we sold 100,000 = $10million . Say they were $200 then double it ! See where I am coming from .This is potentially game changing for star .The other thing is when companies start using the product they will realize how good it is and start using it in other areas then the growth could be huge .
Star also own the intellectual property of Lokies 100% themselves and they will probably be selling the product direct to the end user so no middleman to pay .(See Lokies rns)
The other thing which is so good with LOKIES is no keys ,it can be opened via a smartphone with the right code/signal .Imagine sending a container to China from Europe and then having to post the keys to the end destination or having to send the keys with the train not very secure .
I may be wrong with this (my wife will tell you I am always wrong ) but I am buying as I think the market hasn't understood the recent developments .Any comments appreciated .
Anticipated growth in 2018 from one off contracts, and again in 2019 from our partners - I may have jumped the gun and got excited over this share a little too early, but now IMO is the time as these partnerships mature into significant revenue contributors for years to come
NEW2019: Lokies - Enough said we have seen the Russian Legislation, the CCTT approval and the requirement for electronic seals, not to mention its a market leading product so will be required globally
NEW2019: TDL 140 - Again, new revenue stream by the one and only Bosch GMBH - does this really need explaining? The product again is market leading, we can also use this as an endorsement
NEW2019: ZERO SRF - Helios TT and over the air upgrades/remote monitoring abilities in the Electric Motorcycle of 2019
Others to note:-
ICL
Cubemonk
WIMC
Investments To Come:-
NEW2019 - Shiptek/XLOG moves into other territories backed by Union Bank (UBX) Tetis customer
NEW2019 - Long term strategic customer CROPX funding raising over 10m USD moving to a HaaS model which targets getting the products in the ground faster, can only bode well for Starcom - huge growth here if they hit their targets for 2020+
This company already hits 6m REV per annum and has just achieved breakeven at EBITDA level, it doesn't take a genius to forecast, after what has happened in 2019 - that they have a very, very good chance of going much further in H2 2019 and 2020+
Undervalued beyond belief