The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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This parr of the report says it all:
โ Thruvision gives UK investors the opportunity to invest in unique, proven technology, as well as pointing a way to potential eventual exit via M&A once the group has built additional scale. The deal with US Customers and Border Protection (CBP) has the potential to bring in c. $15m of revenue per year for the next four years, and Retail Distribution remains a large and rapidly growing large addressable market with an estimated 20,000 distribution centres (DCs) across UK, Europe and the US expected by 2025.โ
GAINING SIGNIFICANT TRACTION IN CORE MARKETS
Headline states on New Document just posted on Thruvision's own site under the Investors section.
More developments on Thruvision being used for passenger screening. I am perplexed why this process is taking so long for the technology to be approved by the US TSA for passenger screening, but per this article, it is at least in motion. Once approved for passenger screening, I expect the stock price to gain a lot of momentum and perhaps be the catalyst for other companies to show interest in acquiring Thruvision.
https://www.tsa.gov/about/employee-stories/tsa-partners-metropolitan-transportation-authority-assess-new-security
BAE and Leidos are the ones who come to mind as possible acquirers
Speculation but who might be interested in THRU if a buy out is in the offing? SMIN possibly.
Few also selling now, and cannot be blamed for taking profits.
However this is just a blip on an upward trajectory. Two steps forward and one back wins at days end.
And , happily, the buying continues and the SP continues it's upward trajectory. I wonder if and when news will be released as to exactly what is behind this. Or am I missing something?
They are trying hard to keep the lid on the price as per usual.
Things are getting interesting here today. Negotiated order only at the moment.
Persimmon, I agree this is positive. In their last presentation, they mentioned up to 2k unit potential with the US TSA if they get approval for passenger screening and up to 2k units for US Border Patrol. That is a lot of units that need to be produced with a total addressable market for JUST those two customers of USD 400 million (estimating USD 100,000 per unit). Not even considering all of the potential large orders coming from distribution centers. They will need a lot of capital to ramp up production. As I have mentioned in the past, watch for if they get TSA approval for passenger screening - that could be the inflection point to finally drive the stock higher. Should Thruvision start getting more public visibility, the total addressable market is unfathomable. Their technology appears to be unique and effective for what modern-day screening needs to be. Hope this happens sooner than later.
I see a few days ago the company started a debenture with HSBC.
Some may see it as a negative. I see it as due to increasing demand for their products they are looking for a cheap way of raising money without shareholders being affected. The rise in headcount at director level over the last 2-3 years with specialists in different area's points to the far-seeing Tom Black.
KCE32....look on the main site, there is an update on 23rd May.
The usual 'smoke and mirrors' if you read between the lines. At the year-end invoices would be out (with suppliers already paid) but no incoming payments due from clients. An old trick repeatedly performed by T.B to delay the inevitable profits arriving.
46K+ shares purchased today rare to see this amount on no news. Could there be some good news to be announced shortly
So what do we think of the latest rns then ?
That incoming is taking a long time to come !!!! What a shambles this investment has been
Incoming when ?
Incoming..................
A possible manufactured drop before April followed by an upwards spike once y/e announcement next week is my best guess. But if news drifts out before then an upwards spike before this week is out
OMO as always.....I won't say good luck, as that's not required with this company.
This is from Thruvision's Quarterly Newsletter. Next one in June.
"With its strong orderbook, Thruvision hit record new production levels in February with over 40 cameras delivered to customers in UK, US, Europe and Asia".
Log into Thruvision PLC and provide your email address. Anyone can obtain it.
Persimmon - curious, where did you get the fact they are shipping 40+ units this month?
Think you left this on the wrong board persimmon....
"Almost as big a dog as a Great Dane."
That would be the company actually turning a profit and paying dividends.
What does that mean ?
I wonder if we will see any fun and games by the II's before the month is out?
Number of units shipped in year ending March 2021 12months was 84
Number of units shipped in March 2023 is in excess of 40
As stated in my previous post can production keep up with demand?
AFRC - this stock will probably never get the proper recognition until it moves to a bigger stock exchange or it gets acquired. I am holding on to this one until they are acquired but it could take several more years for this story to develop. I am finally seeing hints they are on the right path and it is only a matter of time. I am fully loaded on this stock but believe it is at a great price now to get more for those who can do it.