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I notice since the start of trading in the Near Year there has been a concerted effort to bring the share price down. Unwary punters without doing much research will possibly be attempted to sell. That is exactly what they want you to do. Not content with holding 92% of available stock the greedy II's want more. And remember the II's are party to information on a regular basis that private investors are not. An analogy with the iceberg is useful here. 7/8 is underwater (the II's provided information) whereas only 1/8 above (the private investor provided information).
It also 'beggars belief' that the company is using the 3 month extension for producing end of year accounts to delay publishing theirs past the due date of December 31st 2020. Every trick in the book being utilised to delay.
Not withstanding that the Covid-19 pandemic will have some effect on business this will be small in comparison to the huge uplift the same pandemic is giving to sales.
Seattle Tacoma now using Thruvision for screening airport employees.
Hi Persimmon
Certainly didn't buy last week. Honestly can't remember when I first bought in. As I now hold no shares in the Company can't access my trading history for them, short of going through every trade
I have over 40 holdings in my SIPP, both shares and Investment trusts, and there are lots that I haven't posted on.
I really like the technology here but, believe that I can make more money in those companies where I have topped up.
Other holdings include : - Armadale, BATM, Cerillion, Checkitt, Cloudcall, Corero, Crimson Tide, Enteq, Ethernity, Intercede, Iqgeo, Location Sciences, Pelatro, Phoenix Copper, Record, RMS, Rosslyn Data, Sysgroup, Trackwise, and Yourgene
You will note mainly software companies with recurring revenues + no posts for most
As I said nice company good luck to all long term holders
elbarracuda.......Good luck with your new holdings, I'm sure your shares will be quickly snapped up.
Shame you never seem to have posted any comment about Thruvision over the years you have been on LSE.
Perhaps it was you that 'bought 25k shares last week; or perhaps not.
Actually that was my sell - NT via Hargreaves Lansdown
I really like this share but decided to sell and top up my holdings in Byotrol, Immotion and Itaconix
All the best to long term holders here
a delayed 25k 'SELL TRADE' lol to keep the price suppressed.
Excellent spot, it's amazing how this company is still very much under the radar.
I have yet to see any downside to Thruvision, other than it's apparent indifference and lack of news flow to shareholders, other than the major institutions.
hTTps://www.spacewar.com/reports/Terahertz_security_for_e_shopping_centres___and_US_border_999.html
Next accounts for year end 31st March 2020 due by 31st December 2020 at Companies House.
What were the positives and negatives of the Presentation? My view of proceedings.
Lets get out the negativity first.
I was disappointed that it was primarily a P.R operation skewed towards prospective clients and not shareholders. Of the 55 minute podcast around 40 minutes was a sales pitch outlining what we as shareholders already knew. The introduction of live discussion was obviously stage managed probably with only pre submitted questions chosen. I would be interested to hear from anyone who wished to ask a question 'live'.
Now for the positive 15 minutes of discussion.
Taking into account the constraints of the company being unable to divulge any really meaningful insight without an RNS, I found as a previous blogger questions about the company appearing on NADAQ promising. I will look forward to seeing whether this actually occurs before the next podcast. And if not why not!
Also a very good move in my opinion, is to bring in a third party to oversee the leasing of our products. Money up front and repeat clients, and a small cost....what's not to like?
Projected acceptance from TAS following ongoing tests regarding screening at airports. Once accepted I can see this being rolled out across the world.
Very low payback 6-12 months for employee screening at large distribution hubs. Surely this is a 'no brainer', as accepted business practice is taking up any capital payback period under 2 years.
Opening of a European office in Holland. Another promising area for growth in the present climate.
Altogether a very good outlook , with Covid-19 and social distancing the 'icing on the cake', although a different route to expansion would have been infinitely preferable.
This company has great potential, that much is obvious with the present share price well under water. Expect exponential growth for the foreseeable future.
Your 2nd point is what's needed.Very 'under the radar' at the moment.
No competitors to speak of either.
I have topped up.
I watched the webinar yesterday. Overall I found the messaging positive, but there are two key points investors should focus on:
1. The US TSA will begin evaluating the updated view of an inspected Thruvision passenger after Christmas. In order for Thruvision to be allowed to screen travelers at airports, any hint of showing ones anatomy must be hidden. The example they showed in the presentation changes the green ghost image to the actual picture of the person with the detected object overlayed. This will no doubt be approved. Colin Evans could not discuss what will happen after approval, but I got the sense this will open up the entire US airport market. COVID has shut down screening and infected TSA agents at some airports. This could develop very fast once approved and hope they can scale production as needed.
2. Brilliant question was asked if they considered being listed on a bigger stock exchange like the US NASDAQ. If this happens along with a high profile order from the TSA, this stock could see a huge interest from investors. Evans said the Board was "increasingly thinking about". I hope they are starting to make plans for this to occur. The stock has no visibility today.
I believe these are two big inflection points to drive the value of the company much higher in 2021.
Yes, signed up last week.
Not too late to register.
They're back at it again today, chipping away at the few that are left. Using cancelled and amended to try to hide what's actually going on....Buying!
Well over 90% now owned by the top 25 II's, what's not to like.
.
Yes agreed, the cash position is also very good with admin seemingly under control and staff numbers inline with progress.
All in all very pleased to have bought in and thank you for your answer.
whoneedsbadges........yes it's another low key type of report. Most companies only three years out from inception would be trumpeting these achievements from the heavens. What we do know is that we now have a company generating profits. Not only that but with an actually profit margin of 48% any substantial growth which Thru are on track to achieve will also generate substantial profits. I also like the adoption of client companies now taking up leasing offers. By providing upgrades through this channel it also provides repeat business, similar in some respects to a company leasing out new cars rather their clients having to buy them outright or via H.P. Tax breaks may also come into the equation.
Nothing in the report today changes my mind that this is an excellent business, with very good prospects for the medium term investor, whether through a take over or natural expansion.
From the RNS, this is the most important statement: ""Coronavirus-delayed US Transportation Security Administration testing for passenger screening now restarting;". I believe Thruvision is about a year away from seeing demand for it's products take off.
Re watered down, persimmon not sure if they have or have not.Could you tell me your thoughts?
Will we still see a watered down version of what happened months ago, or will Thruvision come clean and give us up to date statement. Any bets?
Yes be very interesting to see.
I wonder how many late trades we will see arriving over the next few days?
"The operator assesses a visible camera image (equivalent to the naked eye)
and a THz image (devoid of anatomical detail or personal characteristics) to
determine if a potential threat object is present".
The two major players in this field are Thruvision and QinetiQ. I have thought for well over a year now that if there is to be a bid for Thruvision then it will be from QinetiQ, a much larger company with greater buying power at its disposal.
The above extract describes to me as the main reason and differentiator as to why Thruvision will most likely be seen the 'game changer'.
I do not see a joint venture on the horizon for as I have said before T.B will not want to share his company with others.
I see a later inquiry ( Chicago metro) from the aptly named 'MuckRock' are told that as they sell on any information requested that the authority's will withhold certain details.
https://www.muckrock.com/foi/chicago-169/millimeter-wave-scanner-tests-w-tsa-chicago-metra-82146/