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is worth following if you're on twitter: https://twitter.com/frontier_tmz there's also a flyer for CEDIA 2016 which happened last week : http://archive.skem1.com/csb/Public/show/cicf5--9kz4n-163932f6 .Just look at the ecosystems we're in : Spotify connect, Apple Airplay, Googlecast, Amazon...you really couldn't ask for a higher level of endorsement than those names. FS certainly looks exciting.
Just as a point of reference tmz and ctag are nota million miles away in terms of mcap. However tmz have revenue, proven silicon that people are buying. Wireless audio and dab are for all, not just for fitness freaks and salad dodgers.
Sorry northern magic. Ctag pi = cloudtag private investor (ctag is the ticker code) They have a wearable device that does accurate monitoring if heart rate, ecg, etc. With some fancy algorithms. Tmz helped them develop things early on but imec do there silicon build with some off the shelf IP. It is more of a fitness aid compared to Sensium (wrist band with no screen). Besides recording inpatient vitals it could be used by outpatients to monitor vitals whilst say theyre trying to burn some chub. Although it has not been seen in the shops many of the people on the bb think a nhs deal is only a matter if time. Given that sensium was trailed for months and actually did what it intended to do the lack of progress led tmz to shelving it, I find this a risky assumption based on experience here. Lucky tmz has a very strong audio business.
Thanks juleshoddy - enjoyed listening to the clip.
Hi LosingLess you've got me intrigued now what is ctag pi - is it a rival product to Sensium - do you have more details or a website I could take a look at? Thanks for posting this.
Anyone a bit confused how tmz had nhs trials etc. and got nowhere (with very similar IP) but even without trials ctag pi almost assume a NHS deal is inevitable?
for me. I'm hoping for a little rise into the 27th results. then good news to come thereafter regarding new contracts and positive cashflow. here's hoping anyway
share this one, sell off loss making part of the business to shift focus onto profit making part. Bit too soon for this to show in the results in a few weeks time?
Thanks Kericho, Much appreciated.
NM; The term Design Win is used in Semiconductor ( chip or micorchips) sector by sales people, who get rewarded a commsion for getting thier customer to adapt thier chip into thier product/s . The more , the number of design wins , more the sales incentive to earn higher commision . A design win for TMZ in a Harman speaker, means that the WiFi Google cast compataible chip is incoperated in the Harman overall design of the product. It can take anywhere between three to tweleve months before the final product (Haraman spaeker) goes into volume( tens of thousnds units) production, other than the hardware (chip), there is also TMZ software to be integrated and tested. Harman will place a purchase order with TMZ few months before , they plan to go in volume production. In this case , if they want to hit xmas market, they need to place the order now, if they have not done that alaraedy. TMZ will only recoginize the revenue on thier books , once they have delivered the chips in required quantity and invoiced Harman. So TMZ should see a bump in thier revenues in Q4 2016 and volume growth in 2017. One word of caution , the WiFi enabled google cast spaekers will be relativley expensive compared to Bluetooth enabled speakers, so quantity will be low at the begining. Once market volumes build up, relative prices will drop, which will than result in mass market ( quantity of 10s of millions). However, this brings in more competition which forces exisiting vendors to drop prices to maintain market share , which unfortunatley lowers profit margins. One way out of this is to innovate and spend more on R & D , to stay ahaed of competition and diffrentiate your product. Hope this helps...
Toumaz seem to be moving along well now and look very busy from their news/twitter feed. Will be interesting to see their comments in the results for the half year on 27th September. GLA
Many thanks Losingless. Very interesting. It also fits in with the news of more design wins in the next couple of months. Very interesting times for Toumaz. I hope they can maintain a number of products coming through their production line like this bodes well...
From my experience (in the sam field as tmz) is that a design win is announced at a time when the customer has already taken samples and evaluated them. They have built an evaluation platform and proven the system out. Time to manufacture will be relatively short due to pcb level design being a quite quick. (in reality it will be an extension of an existing product, say bt speaker, so a lot of design re-use) Tmz will not have a load of parts on the shelf but will have a wafer and packaging turn around time of about 8-10weeks. So the customer will have time to get its other parts designed/sourced ready to hit the ground running. Product ready for Christmas...
No worries Breton59 - didn't think anyone was ignoring me. It sounds from the research I carried out on Google that the Design win was as I expected - the Toumaz product has been designed into JBLs product(s) - so future sales but as to when I suppose it isn't obvious. However, if other companies have to play follow the leader and no other companies produce what Toumaz are currently doing then this is big new - hence I suppose the initial jump in the sp the other day. If there are several more design wins to come in future months this could be massive news - just the sort of thing I'd been hoping for as being the sort of products Toumaz can incorporate their hardware and software into. More jumps in the sp to come I suspect - great news. GLA
Not being rude by ignoring you , just have no idea, sorry
Can anyone provide the answer please to my question from yesterday? Kind regards, NM
Could someone clarify something for me please. I thought Toumaz were shipping their hardware in the Google Cast product from June this year. So does the recent Design Win mean Harman are have now got designs that will incorporate Toumaz's hardware in their speakers - or are they now doing so i.e. is that what the design win means. Similarly if other large companies announce such Design Win agreements with Toumaz does that mean they are going to start shipping products with Toumaz products in or that they have designs re products that will in the future incorporate Toumaz hardware - hope I've made myself clear. I'm just thinking it will be good for some of these products to be on sale now in the run up toyChristmas rather than an intention to incorporate the hardware in new products. GLA
Supply eaten up? Time for this to motor methinks better get in quick! GL.
Aha 500k delayed sell but who is selling?
Anyone know where the MM are getting their shares? All buys so far and as soon as supply runs out this will move up quickly imho. GL
several design awards .In my thinking several is more than 3.
More news due next week or this month? Hope so, looks like if the sales match the design wins revenue should move a step upwards. GLA
absolute fantastic news! And it couldn't come at a better time too, now that we are cash positive and costs coming down!