Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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Annu26 - you really think aero sets the SP??
R we heading towards new journey?
When we ll hear from aero about sp rise???
"The rise of robots in the workplace will have as large an impact on global growth as the steam engine, according to a study by McKinsey. The business consultancy predicted that artificial intelligence could add $13 trillion to worldwide economic output by 2030, equivalent to about 1.2 per cent of additional GDP growth a year. - The Times"
I would like to think that aero are trying to get themselves involved with this https://news.sky.com/story/worlds-largest-offshore-wind-farm-opens-off-cumbria-coast-11491285
Contd: Second development: the U.K. govt taking the lead in managing drones. New laws, apps, registration etc. Basically the industry is on the verge of an explosion (from mostly non commercial market, to commercial) and is crying out for regulation. Drone tech is changing, the software side is being developed. We’ve seen unprecedented deals like this. https://www.theverge.com/2018/3/22/17146538/dji-skycatch-komatsu-explore1-construction-surveying-drone-order Link to drone regulations released May 2018. https://www.gov.uk/government/news/new-drone-laws-bring-added-protection-for-passengers https://dronesafe.uk/drone-code/ Note this point, relevant to inspection. Geocurve website: 2015: EVLOS and upto 650 feet height, permitted by CAA. Last but certainly not the least, in terms of development. BIM and it’s widespread adoption within construction industry. The U.K. leads here, with “digitalisation of industry” being one of five prongs in the govt “Industrial strategy”. https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/664563/industrial-strategy-white-paper-web-ready-version.pdf And moving through the “levels” of BIM is a priority to get there. Disrupters like Aecom, Jacobs, Vinci etc are on it too. https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/34710/12-1327-building-information-modelling.pdf So in summary, Aero represents 1. Exposure to the burgeoning commercial drone sector with its manifold applications (the most exciting ones are the ones we haven’t thought of yet) 2. Exposure to BIM development relevant to surveying, via the mobile mapping kit ex Leica’s P2U, Pegasus. This includes 3D mapping and the exciting Virtual Reality tech being developed with Essex Uni. 3. Exposure to the unmanned O&M market of offshore wind turbines, where the U.K. is vying to be a market leader. All above are humble non techie opinions. Happy to be corrected by someone with better tech knowledge or experience of sectors. Please DYOR. Good luck all
I’ve been looking at the potential “synergy” between Geocurve and Gyrometric. It appears happy co-incidence that TB/NB took big stakes in Aero, and brought in a stake in Gyrometric (which was previously majority owned by TB’s BRH). The recent RNS about synergies. “There are also potential synergies between GyroMetric and Geocurve as both have similar development needs for AI based data monitoring, processing, management, and storage.” So we could envisage a situation where the different needs of Operation and Maintenance (O&M) are joined up. O&M is moving from reactive to “proactive”. From hands on with all its attendant costs/risks to “hands off”. So inspections without human intervention using drones, sensors such as accelerometers, gyrometric’s IME, and software/algorithms which use AI/machine learning, to locate faults/monitor, and crucially INTERVENE quickly. Data is collected using basic electronics and (relatively) inexpensive drones. The data is transmitted in real time to anywhere the operator wants, via the net. Aero previously mentions that data can reside in the cloud, on its servers. This is not a new concept, and there is research going on, on how to achieve this. Secondly, the turbines and wind farms themselves are not joined up presently. Many reasons. Most wind farms have turbines of different manufacturers coexisting. Usual warranties are five years. So O&M is a big deal going forwards. They would (obviously) work better if they functioned as one unit, in cohesion. There’s work going on here too, in terms of the power lines etc. So a kit such as gyrometric’s IME which improves efficiency by (for ex) taking out the defective turbine, pushing more power into the one that’s healthier, will create significant gains for the farm, both in energy production AND repair costs. Here’s a wiki link about of how a wind turbine works. Quite complex for a non techie like me, in terms of controlling the blades direction, the speed, gears etc. Note that non gear (direct drive) is in its infancy, and unlikely to usurp drive tech any time soon. https://en.m.wikipedia.org/wiki/Wind_turbine_design http://homeoffshore.org/index.php/project-details/ “Theme 1). Advanced robotic monitoring (think drones, seabed vehicles etc) (Theme 2) and advanced sensing techniques (think IME and other sensors) (Theme 3) will be integrated into diagnostic and prognostic schemes (this is the exciting unknown AI/machine learning the AERO team is working on, as we speak) which will allow improved information to be streamed into multi-physics operational models for offshore windfarms...” So Gyrometric signals a completely new REVOLUTIONARY method of monitoring wind turbine condition. (Apart from the numerous places in various industries that a drive shaft is used). Second development: the U.K. govt taking the lead in managing
Technology innovators and researchers in the UK are set to gain access to the Chinese offshore wind market under a new partnership.
The UK’s Offshore Renewable Energy (ORE) Catapult is partnering with China’s Tus-Wind to establish a research facility in Shandong Province, which aims to drive innovative technologies and support the development of an offshore wind farm of at least 300MW of capacity, with a minimum 10% UK content.
The ORE Catapult says that represents a UK supply chain export opportunity of at least £90 million and provides a launch pad to access the Chinese wind market, estimated at £15 billion by 2030.
The Yantai local government authority is backing the project with a £2 million, three-year investment.
Dr Stephen Wyatt, ORE Catapult’s Research & Innovation Director said: “China is one of the world’s fastest growing markets for offshore wind technologies and this presents a huge opportunity for technology transfer and for UK companies to export their innovative products and services to one of our largest global trading partners.”
https://www.energylivenews.com/2018/09/05/uk-tech-innovators-to-gain-access-to-chinese-offshore-wind-market/
The Offshore Renewable Energy (ORE) Catapult is partnering with Tus-Wind to establish a research facility
The research centre will support the development of an offshore wind farm of at least 300MW of capacity
It will have a minimum 10% of UK content, representing supply chain export opportunity of at least £90m
The Chinese wind market is estimated to be worth £15bn by 2030
https://www.geocurve.co.uk/
website seems updated - 1st UK company to own Pegasus backpack etc.
If we knew that - we'd all be millionaires!
Anyone got clue when the sp actually move???
http://publications.aecom.com/accelerate/Old_Oak_Common?utm_source=social&utm_medium=twitter&utm_campaign=TPC Geocurve?? Watch the vid
good post lottohopes
Clearly a few people around chancing it now, quite clear we are on a new trajectory.
All this chatter is what this bb is designed for. It’s to share perspectives, opinions, background, wider sector news. And as far as I can see, that’s exactly what’s happening. The sp will move when the future prospects change as per market. No one here is foolish enough (or egocentric enough) to think they can influence share price I hope. Numbers on H1 18 are due imminently. Numbers are the only thing that matters, and considering the haemorrhaging that the previous bod presided over, I have ZERO doubt these new guys are a cut above. They are busy re-building a company. Not long to find out what’s been achieved. Imho. Dyor. Good luck all.
This share is dead from last few years... all this chatter helps to move sp up???
Marine services company James Fisher is pushing further into the fields of submarine rescue and offshore wind turbines after increasing profits by more than a quarter in the first half of year. The FTSE 250 business has been building up its presence in the renewables market, repairing blades on wind turbines and monitoring cables. Earlier this year, the company signed its maiden long-term maintenance contract for the largest wind farm in the world in the Thames Estuary.
Given AERO is mapping the Estuary now makes sense that Geocurve is coming?
Watch the video...
http://publications.aecom.com/accelerate/Old_Oak_Common?utm_source=social&utm_medium=twitter&utm_campaign=TPC
Easy one this and NOT one of those on twitter will address.
What are the contract numbers? 5 figures? 6? 7 figures.
A lot of chatter but know one knows how much money is coming in.
Y sp is not moving even after lot of talking???
Just read it again ,is another 228,000 shares ...Maybe on top what they already have ??? well complicated this is ...
Maybe tomorrow, as the one today is worded wrong , 228,000 shares ???
When is the next rns?
Gyrometrics Twitter account has sprung into action. New technical paper to be delivered and attendance at wind energy conference in Hamburg. All sounds very positive. Ramping up on sales and networking of their game changing technology. GLA DYOR
God knows what this will do on a bad RNS.....