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what i think you need to decide is why are you invested here.
No it doesnt look good right now. Has anything changed for the business itself? not that i can see.
you always have ups and downs but if you are in long term and you believe in the USP and in technology driving efficiencies in medical/motor/aerospace then you are probably in the right place.
But you are going to need patience and a cool head.
Another 5% off your 80% pot today munch. It’s not looking pretty is it?
Smithy. I really thought more of you, guess not. For starters Arrival increased their original order by 50% that endorses roughly £50m of our PCB components.
Then you have employment or arguably the most potent of people with Their last 2 additions that you think they all gather around for a coffee to talk about the same component ?
For me the Nissan deal is huge for the EV industry and in particular TWD, although we wouldn’t initially have the capacity to supply their 100,000 car production target I’m sure we can certainly bag a contract or 2 to play a small part of it .... which in turn means millions n millions in revenues n eventually profits.
If anyone can’t see the potential here then your free to go elsewhere with your money .... 2022 will change the face of TWD forever.
Smithy no like the Video? There is risk in most things although I feel good about this one. perhaps I'm wrong. if anything it is worth watching the u/tube link. It may not be a dazzling presentation but for me it has a lot off potential with applications & orders for EV markets etc.
They have to get the product integrated into production lines before we can shout hip hip hooray.
A new product has unknown unknown risk. Why take risk when it seems the current solutions work so well?
Smithy you invested what, why & at what level your in ? the tec. for EV's demand is growing so the future looks good if anyone can get in at a lower sp. then the rewards are good.
I guess you are waiting until the turd is ripe.
Another turd performance today....
noticed they stated cash position is far better than mentioned in the RNS. Actually cash in bank is c£7m but they are buying a building for £3m (to avoid £0.5m p.a rent). When this is completed a mortgage for £2m will be secured on it.
So whilst they are not swimming in cash they appear to have sufficient for next 12 months including capital expenditure ( i think £9m in 2021 was previously mentioned).
20k wow that's a lot lol peanuts plenty on here have triple thst
200k yes I would take notice
Good to see Mark Hogkins (the brains behind this and the link through to Ensilica) throwing £20K to steel faith in the company as CFO on the 23rd.
A display of leadership from the board.
thanks Grizzler!
Here’s a link to a recording of today’s Investor Presentation. There’s also some Q&A’s included: https://www.investormeetcompany.com/investor/meeting/final-results-investor-presentation