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I think they are keeping quiet till things ramp later in year. This is quiet period, though can see the expansion kicking in.
As it's tightly held there will be volatility but upside looks great. Really plugs into all the key tech trends. This is another picks and shovel play just like ORPH. Others expand the key market eg EV and TWD links right in.
Great to see Demon on this board as on Orph.
Agreed demon. Even as a die hard investor their IR is about the worst I’ve seen. But on the plus side it shows you what potentially is going on behind the scenes and what they are keeping schtum about.
I have emailed a few time’s but with no luck, shows me they don’t want to get in to this nutty gritty with small investors lol.
Come on TWD !!!! Ps. Strictly big boys
TBH I'd have expected this appointment to be RNS'd. Poor IR in my book.
Bazman. Great find.
Funny how he’s been at Bentley and is aerospace qualified ... looks like the ducks are lining up nicely.
I don’t even want to go down the route of his MG Rover links. Look. Choice is yours. Hold for gold is what I am saying. All in here. Love it. Can’t wait for contracts to roll in.
https://www.trackwise.co.uk/press/steve-hudson-appointed-as-coo-to-support-trackwises-expansion/
Here’s what they said in November 2020 “
The placing has raised £11.0m (gross) at 200p/share and the open offer, which will close on 8 December, will raise up to £1.0m at 200p/share. In total, an estimated £5.4m of the funds raised will be spent on plant and machinery for the new facility, £0.7m to fit out the new facility and the remainder used to satisfy working capital requirements. The new facility is scheduled to start production in Q421. When the open offer has completed, we will revise our estimates to reflect the share dilution, funds raised and capital expenditure on the new facility.
This additional IHT capacity is needed to support the three-year manufacturing agreement with a UK EV OEM, worth up to £38m. Deliveries under this contract are expected to reach full rate in Q421, stretching existing capacity. The new facility will also support medical customers. Trackwise has recently delivered samples to its lead electro-surgical catheter customer, a large US medical OEM. The samples are working as specified in trials, so management anticipates further orders in 2021 and is targeting early 2022 for production revenues. Trackwise has recently started to make samples for a second product for this customer. The additional capacity may also be useful for Trackwise’s 30+ aerospace customers. For example, Trackwise is working with GKN Aerospace on the industrialisation of an ice protection system, which could potentially move to volume production in 2023.
So they made a second sample hey ? Hmmmmmm. I smell a big big medical contract coming our way.
Just my opinion..... always do your own research. I say £4 on contract news and it’s the USA ..... game changer .... again